Independent Wealth Network’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Independent Wealth Network’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	$803K	Buy	13,957 +1,784	+15%	+$103K	0.2%	137
2026 Q2	$708K	Buy	12,173 +2,665	+28%	+$155K	0.18%	141
2026 Q1	$557K	Buy	9,508 +4,740	+99%	+$278K	0.17%	153
2025 Q4	$280K	Buy	+4,768	New	+$280K	0.09%	215
2023 Q4	–	Sell	-7,900	Closed	-$455K	–	223
2023 Q3	$455K	Buy	+7,900	New	+$455K	0.28%	92
2022 Q2	–	Sell	-4,472	Closed	-$265K	–	216
2022 Q1	$265K	Buy	4,472 +202	+5%	+$12.1K	0.17%	156
2021 Q4	$260K	Buy	4,270 +27	+0.6%	+$1.65K	0.16%	158
2021 Q3	$260K	Buy	+4,243	New	+$261K	0.17%	152

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Independent Wealth Network's VGSH Position: Q3 2026 in Review

Independent Wealth Network increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 15% in Q3 2026, buying an estimated $103K and bringing the position to 13,957 shares worth $803K. The position accounts for 0.2% of the portfolio, ranked #137.

Independent Wealth Network first reported a position in VGSH in Q3 2021 and has held it in 8 quarters since. 332 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Independent Wealth Network held 13,957 shares of Vanguard Short-Term Treasury ETF worth $803K as of Q3 2026.
Independent Wealth Network bought 1,784 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $103K.
Vanguard Short-Term Treasury ETF made up 0.2% of Independent Wealth Network's portfolio in Q3 2026, its #137 holding.
Independent Wealth Network first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and has held it in 8 quarters since.
332 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

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