Capstone Wealth Management Group, Inc.’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Capstone Wealth Management Group, Inc.’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	$382K	Buy	+6,561	New	+$382K	0.23%	85

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

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

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

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

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

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

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

Capstone Wealth Management Group, Inc.'s VGSH Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 6,561 shares worth $382K. The stake represents 0.23% of the portfolio and ranks #85 among its holdings.

442 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Capstone Wealth Management Group, Inc. held 6,561 shares of Vanguard Short-Term Treasury ETF worth $382K as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.23% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #85 holding.
442 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.