Elevation Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Elevation Wealth Partners’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 Q3	$45.6K	Buy	792 +3	+0.4%	+$174	0.01%	418
2026 Q2	$45.9K	Buy	789 +3	+0.4%	+$175	0.01%	326
2026 Q1	$46K	Buy	786 +2	+0.3%	+$117	0.02%	254
2025 Q4	$46.1K	Buy	784 +3	+0.4%	+$176	0.02%	251
2025 Q3	$45.9K	Buy	781 +3	+0.4%	+$176	0.02%	250
2025 Q2	$45.7K	Buy	778 +3	+0.4%	+$176	0.02%	246
2025 Q1	$45.5K	Buy	775 +2	+0.3%	+$117	0.02%	237
2024 Q4	$45K	Buy	773 +4	+0.5%	+$233	0.02%	239
2024 Q3	$45.4K	Buy	769 +3	+0.4%	+$176	0.02%	227
2024 Q2	$44.4K	Buy	766 +3	+0.4%	+$173	0.02%	223
2024 Q1	$44.3K	Buy	763 +5	+0.7%	+$291	0.02%	230
2023 Q4	$43.6K	Hold	758	–	–	0.03%	222
2023 Q3	$43.6K	Buy	758 +3	+0.4%	+$173	0.04%	162
2023 Q2	$43.6K	Buy	755 +2	+0.3%	+$116	0.04%	169
2023 Q1	$44.1K	Buy	+753	New	+$43.7K	0.04%	172

Other funds holding VGSH

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Elevation Wealth Partners's VGSH Position: Q3 2026 in Review

Elevation Wealth Partners increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.38% in Q3 2026, buying an estimated $174 and bringing the position to 792 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #418.

Elevation Wealth Partners first reported a position in VGSH in Q1 2023 and has held it in 15 quarters since. The position peaked at $46.1K in Q4 2025. 645 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Elevation Wealth Partners held 792 shares of Vanguard Short-Term Treasury ETF worth $45.6K as of Q3 2026.
Elevation Wealth Partners bought 3 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $174.
Vanguard Short-Term Treasury ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #418 holding.
Elevation Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $46.1K in Q4 2025.
645 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.