Great Waters Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Great Waters Wealth 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 Q3	$1.07M	Sell	18,663 -264	-1%	-$15.3K	0.1%	45
2026 Q2	$1.1M	Buy	18,927 +214	+1%	+$12.5K	0.1%	43
2026 Q1	$1.1M	Buy	18,713 +533	+3%	+$31.3K	0.12%	41
2025 Q4	$1.07M	Sell	18,180 -831	-4%	-$48.9K	0.12%	42
2025 Q3	$1.12M	Buy	19,011 +101	+0.5%	+$5.92K	0.13%	39
2025 Q2	$1.11M	Buy	18,910 +145	+0.8%	+$8.49K	0.14%	39
2025 Q1	$1.1M	Sell	18,765 -2,728	-13%	-$159K	0.15%	39
2024 Q4	$1.25M	Sell	21,493 -1,733	-7%	-$101K	0.16%	40
2024 Q3	$1.37M	Buy	23,226 +198	+0.9%	+$11.6K	0.18%	36
2024 Q2	$1.34M	Sell	23,028 -978	-4%	-$56.5K	0.2%	36
2024 Q1	$1.39M	Sell	24,006 -7,736	-24%	-$450K	0.23%	33
2023 Q4	$1.85M	Sell	31,742 -390	-1%	-$22.5K	0.33%	27
2023 Q3	$1.85M	Buy	32,132 +276	+0.9%	+$15.9K	0.37%	28
2023 Q2	$1.84M	Buy	31,856 +56	+0.2%	+$3.26K	0.37%	29
2023 Q1	$1.86M	Sell	31,800 -2,169	-6%	-$126K	0.39%	29
2022 Q4	$1.98M	Buy	+33,969	New	+$1.96M	0.43%	28

Other funds holding VGSH

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

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

LFA

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

SCM

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

BCMIO

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Great Waters Wealth Management's VGSH Position: Q3 2026 in Review

Great Waters Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.4% in Q3 2026, selling an estimated $15.3K and leaving 18,663 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #45.

Great Waters Wealth Management first reported a position in VGSH in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.98M in Q4 2022. 168 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Great Waters Wealth Management held 18,663 shares of Vanguard Short-Term Treasury ETF worth $1.07M as of Q3 2026.
Great Waters Wealth Management sold 264 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $15.3K.
Vanguard Short-Term Treasury ETF made up 0.1% of Great Waters Wealth Management's portfolio in Q3 2026, its #45 holding.
Great Waters Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 16 quarters since.
Great Waters Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $1.98M in Q4 2022.
168 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.