Hassell Wealth Management
VGSH icon

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

Hassell 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 		$6.73M Buy
116,920
+31,368
+37% +$1.82M 2.03% 14
2026
Q2 		$4.96M Buy
85,552
+41,591
+95% +$2.42M 1.52% 14
2026
Q1 		$2.57M Buy
+43,961
New +$2.58M 0.86% 16

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Presilium Private Wealth
Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Hassell Wealth Management's VGSH Position: Q3 2026 in Review

Hassell Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 37% in Q3 2026, buying an estimated $1.82M and bringing the position to 116,920 shares worth $6.73M. The position accounts for 2.03% of the portfolio, ranked #14.

Hassell Wealth Management first reported a position in VGSH in Q1 2026 and has held it in 3 quarters since. 397 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Hassell Wealth Management held 116,920 shares of Vanguard Short-Term Treasury ETF worth $6.73M as of Q3 2026.
  • Hassell Wealth Management bought 31,368 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $1.82M.
  • Vanguard Short-Term Treasury ETF made up 2.03% of Hassell Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Hassell Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • 397 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Hassell Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.