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 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 $1.18B AUM 11.55% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

Independent Wealth Network's VGSH Position: Q2 2026 in Review

Independent Wealth Network increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 28% in Q2 2026, buying an estimated $155K and bringing the position to 12,173 shares worth $708K. The position accounts for 0.18% of the portfolio, ranked #141.

Independent Wealth Network first reported a position in VGSH in Q3 2021 and has held it in 7 quarters since. 288 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Independent Wealth Network held 12,173 shares of Vanguard Short-Term Treasury ETF worth $708K as of Q2 2026.
Independent Wealth Network bought 2,665 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $155K.
Vanguard Short-Term Treasury ETF made up 0.18% of Independent Wealth Network's portfolio in Q2 2026, its #141 holding.
Independent Wealth Network first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and has held it in 7 quarters since.
288 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.