Dynamic Wealth Strategies’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Dynamic Wealth Strategies’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$656K	Buy	11,201 +8,087	+260%	+$475K	0.38%	37
2025 Q4	$183K	Buy	3,114 +360	+13%	+$21.2K	0.11%	88
2025 Q3	$162K	Sell	2,754 -802	-23%	-$47.1K	0.11%	83
2025 Q2	$209K	Sell	3,556 -242	-6%	-$14.2K	0.15%	65
2025 Q1	$223K	Sell	3,798 -565	-13%	-$33K	0.19%	63
2024 Q4	$254K	Sell	4,363 -94	-2%	-$5.49K	0.23%	54
2024 Q3	$263K	Buy	4,457 +93	+2%	+$5.45K	0.21%	53
2024 Q2	$253K	Buy	4,364 +1,410	+48%	+$81.5K	0.22%	53
2024 Q1	$172K	Sell	2,954 -53,223	-95%	-$3.09M	0.15%	71
2023 Q4	$3.28M	Buy	+56,177	New	+$3.25M	3.02%	10

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Dynamic Wealth Strategies's VGSH Position: Q1 2026 in Review

Dynamic Wealth Strategies increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 260% in Q1 2026, buying an estimated $475K and bringing the position to 11,201 shares worth $656K. The position accounts for 0.38% of the portfolio, ranked #37.

Dynamic Wealth Strategies first reported a position in VGSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.28M in Q4 2023. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Dynamic Wealth Strategies held 11,201 shares of Vanguard Short-Term Treasury ETF worth $656K as of Q1 2026.
Dynamic Wealth Strategies bought 8,087 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $475K.
Vanguard Short-Term Treasury ETF made up 0.38% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #37 holding.
Dynamic Wealth Strategies first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's Vanguard Short-Term Treasury ETF position peaked at $3.28M in Q4 2023.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.