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

Essential 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	$4.82M	Sell	83,745 -2,046	-2%	-$119K	2.2%	4
2026 Q2	$4.99M	Buy	85,791 +29,435	+52%	+$1.72M	2.3%	2
2026 Q1	$3.3M	Buy	56,356 +5,900	+12%	+$346K	1.11%	7
2025 Q4	$2.96M	Sell	50,456 -513	-1%	-$30.2K	0.91%	11
2025 Q3	$3M	Sell	50,969 -7,669	-13%	-$450K	0.99%	9
2025 Q2	$3.45M	Buy	+58,638	New	+$3.43M	1.38%	3

Other funds holding VGSH

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

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's VGSH Position: Q3 2026 in Review

Essential Partners reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.4% in Q3 2026, selling an estimated $119K and leaving 83,745 shares worth $4.82M. The position accounts for 2.2% of the portfolio, ranked #4.

Essential Partners first reported a position in VGSH in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.99M in Q2 2026. 205 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Essential Partners held 83,745 shares of Vanguard Short-Term Treasury ETF worth $4.82M as of Q3 2026.
Essential Partners sold 2,046 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $119K.
Vanguard Short-Term Treasury ETF made up 2.2% of Essential Partners's portfolio in Q3 2026, its #4 holding.
Essential Partners first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Vanguard Short-Term Treasury ETF position peaked at $4.99M in Q2 2026.
205 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.