Intergy Private Wealth
VGSH icon

Intergy Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Intergy Private Wealth’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 		$355K Buy
6,171
+830
+16% +$48.1K 0.08% 88
2026
Q2 		$311K Buy
5,341
+778
+17% +$45.4K 0.07% 99
2026
Q1 		$267K Buy
4,563
+244
+6% +$14.3K 0.08% 93
2025
Q4 		$254K Buy
4,319
+204
+5% +$12K 0.08% 94
2025
Q3 		$242K Buy
4,115
+209
+5% +$12.3K 0.08% 93
2025
Q2 		$230K Buy
+3,906
New +$229K 0.08% 93

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
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
Klaas Financial Asset Advisors
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

Intergy Private Wealth's VGSH Position: Q3 2026 in Review

Intergy Private Wealth increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 16% in Q3 2026, buying an estimated $48.1K and bringing the position to 6,171 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #88.

Intergy Private Wealth first reported a position in VGSH in Q2 2025 and has held it in 6 quarters since. 336 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Intergy Private Wealth held 6,171 shares of Vanguard Short-Term Treasury ETF worth $355K as of Q3 2026.
  • Intergy Private Wealth bought 830 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $48.1K.
  • Vanguard Short-Term Treasury ETF made up 0.08% of Intergy Private Wealth's portfolio in Q3 2026, its #88 holding.
  • Intergy Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 6 quarters since.
  • 336 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.