IVC Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

IVC Wealth Advisors’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	$421K	Buy	7,313 +1,386	+23%	+$80.3K	0.17%	104
2026 Q2	$345K	Buy	5,927 +283	+5%	+$16.5K	0.13%	123
2026 Q1	$330K	Buy	5,644 +72	+1%	+$4.23K	0.14%	121
2025 Q4	$327K	Buy	5,572 +365	+7%	+$21.5K	0.14%	123
2025 Q3	$306K	Buy	+5,207	New	+$305K	0.14%	126
2024 Q3	–	Sell	-3,473	Closed	-$201K	–	175
2024 Q2	$201K	Sell	3,473 -145	-4%	-$8.38K	0.11%	160
2024 Q1	$210K	Buy	3,618 +42	+1%	+$2.44K	0.12%	154
2023 Q4	$209K	Buy	3,576 +71	+2%	+$4.1K	0.13%	151
2023 Q3	$202K	Buy	3,505 +4	+0.1%	+$231	0.14%	140
2023 Q2	$202K	Buy	+3,501	New	+$204K	0.13%	149
2022 Q3	–	Sell	-4,163	Closed	-$245K	–	147
2022 Q2	$245K	Sell	4,163 -308	-7%	-$18.2K	0.19%	118
2022 Q1	$265K	Buy	+4,471	New	+$269K	0.17%	123

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

IVC Wealth Advisors's VGSH Position: Q3 2026 in Review

IVC Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 23% in Q3 2026, buying an estimated $80.3K and bringing the position to 7,313 shares worth $421K. The position accounts for 0.17% of the portfolio, ranked #104.

IVC Wealth Advisors first reported a position in VGSH in Q1 2022 and has held it in 12 quarters since. 363 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

IVC Wealth Advisors held 7,313 shares of Vanguard Short-Term Treasury ETF worth $421K as of Q3 2026.
IVC Wealth Advisors bought 1,386 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $80.3K.
Vanguard Short-Term Treasury ETF made up 0.17% of IVC Wealth Advisors's portfolio in Q3 2026, its #104 holding.
IVC Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2022 and has held it in 12 quarters since.
363 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.