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Financial Plan Inc’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Financial Plan Inc’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 		$6.78M Sell
115,763
-205
-0.2% -$12K 0.73% 19
2025
Q4 		$6.81M Buy
+115,968
New +$6.82M 0.78% 19

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Financial Plan Inc's VGSH Position: Q1 2026 in Review

Financial Plan Inc reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.18% in Q1 2026, selling an estimated $12K and leaving 115,763 shares worth $6.78M. The position accounts for 0.73% of the portfolio, ranked #19.

Financial Plan Inc first reported a position in VGSH in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.81M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

  • Financial Plan Inc held 115,763 shares of Vanguard Short-Term Treasury ETF worth $6.78M as of Q1 2026.
  • Financial Plan Inc sold 205 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $12K.
  • Vanguard Short-Term Treasury ETF made up 0.73% of Financial Plan Inc's portfolio in Q1 2026, its #19 holding.
  • Financial Plan Inc first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Vanguard Short-Term Treasury ETF position peaked at $6.81M in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.