Financial Gravity Asset Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Financial Gravity Asset Management’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	$4.98M	Buy	84,988 +234	+0.3%	+$13.7K	0.89%	26
2025 Q4	$4.98M	Buy	84,754 +2,841	+3%	+$167K	0.96%	26
2025 Q3	$4.82M	Buy	+81,913	New	+$4.81M	0.95%	27
2025 Q1	$4.12M	Buy	+70,126	New	+$4.09M	0.9%	28
2024 Q2	$3.24M	Buy	56,762 +4,870	+9%	+$281K	0.81%	32
2024 Q1	$3.03M	Hold	51,892	–	–	0.85%	27
2023 Q4	$3.03M	Buy	+51,892	New	+$3M	0.85%	27
2021 Q3	–	Sell	-285	Closed	-$18K	–	1011
2021 Q2	$18K	Buy	+285	New	+$17.5K	0.01%	829
2020 Q4	$76K	Buy	+1,242	New	+$77K	0.07%	77

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Financial Gravity Asset Management's VGSH Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.28% in Q1 2026, buying an estimated $13.7K and bringing the position to 84,988 shares worth $4.98M. The position accounts for 0.89% of the portfolio, ranked #26.

Financial Gravity Asset Management first reported a position in VGSH in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.98M in Q4 2025. 1,060 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Financial Gravity Asset Management held 84,988 shares of Vanguard Short-Term Treasury ETF worth $4.98M as of Q1 2026.
Financial Gravity Asset Management bought 234 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $13.7K.
Vanguard Short-Term Treasury ETF made up 0.89% of Financial Gravity Asset Management's portfolio in Q1 2026, its #26 holding.
Financial Gravity Asset Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 9 quarters since.
Financial Gravity Asset Management's Vanguard Short-Term Treasury ETF position peaked at $4.98M in Q4 2025.
1,060 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.