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

Essential Planning’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 Q2	$438K	Hold	7,525	–	–	0.12%	61
2026 Q1	$441K	Hold	7,525	–	–	0.14%	54
2025 Q4	$442K	Hold	7,525	–	–	0.14%	54
2025 Q3	$443K	Sell	7,525 -187	-2%	-$11K	0.15%	51
2025 Q2	$453K	Buy	7,712 +187	+2%	+$11K	0.17%	50
2025 Q1	$442K	Sell	7,525 -481,600	-98%	-$28.1M	0.18%	48
2024 Q4	$28.6M	Buy	489,125 +481,600	+6,400%	+$28.1M	0.19%	46
2024 Q3	$444K	Hold	7,525	–	–	0.18%	49
2024 Q2	$436K	Sell	7,525 -1,207	-14%	-$69.7K	0.19%	45
2024 Q1	$509K	Hold	8,732	–	–	0.26%	36
2023 Q4	$509K	Buy	8,732 +1,419	+19%	+$82K	0.26%	36
2023 Q3	$421K	Hold	7,313	–	–	0.23%	38
2023 Q2	$422K	Hold	7,313	–	–	0.24%	31
2023 Q1	$428K	Buy	7,313 +1,110	+18%	+$64.4K	0.26%	31
2022 Q4	$358K	Hold	6,203	–	–	0.28%	31
2022 Q3	$358K	Buy	+6,203	New	+$363K	2.07%	12

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Essential Planning's VGSH Position: Q2 2026 in Review

Essential Planning held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 7,525 shares worth $438K. The position accounts for 0.12% of the portfolio, ranked #61.

Essential Planning first reported a position in VGSH in Q3 2022 and has held it in 16 quarters since. The position peaked at $28.6M in Q4 2024. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Essential Planning held 7,525 shares of Vanguard Short-Term Treasury ETF worth $438K as of Q2 2026.
Essential Planning left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.12% of Essential Planning's portfolio in Q2 2026, its #61 holding.
Essential Planning first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
Essential Planning's Vanguard Short-Term Treasury ETF position peaked at $28.6M in Q4 2024.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.