Kaizen Financial Strategies’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Kaizen Financial Strategies’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	$496K	Sell	8,549 -6,977	-45%	-$407K	0.16%	99
2026 Q1	$908K	Sell	15,526 -2,175	-12%	-$128K	0.38%	46
2025 Q4	$1.04M	Sell	17,701 -2,052	-10%	-$121K	0.46%	36
2025 Q3	$1.16M	Sell	19,753 -1,190	-6%	-$69.8K	0.52%	34
2025 Q2	$1.23M	Buy	20,943 +9,902	+90%	+$580K	0.63%	31
2025 Q1	$648K	Buy	+11,041	New	+$644K	0.37%	46

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Kaizen Financial Strategies's VGSH Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 45% in Q2 2026, selling an estimated $407K and leaving 8,549 shares worth $496K. The position accounts for 0.16% of the portfolio, ranked #99.

Kaizen Financial Strategies first reported a position in VGSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.23M in Q2 2025. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Kaizen Financial Strategies held 8,549 shares of Vanguard Short-Term Treasury ETF worth $496K as of Q2 2026.
Kaizen Financial Strategies sold 6,977 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $407K.
Vanguard Short-Term Treasury ETF made up 0.16% of Kaizen Financial Strategies's portfolio in Q2 2026, its #99 holding.
Kaizen Financial Strategies first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Kaizen Financial Strategies's Vanguard Short-Term Treasury ETF position peaked at $1.23M in Q2 2025.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.