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 Q3	$299K	Sell	5,202 -3,347	-39%	-$194K	0.12%	132
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

SCM

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Kaizen Financial Strategies's VGSH Position: Q3 2026 in Review

Kaizen Financial Strategies reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 39% in Q3 2026, selling an estimated $194K and leaving 5,202 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #132.

Kaizen Financial Strategies first reported a position in VGSH in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.23M in Q2 2025. 63 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Kaizen Financial Strategies held 5,202 shares of Vanguard Short-Term Treasury ETF worth $299K as of Q3 2026.
Kaizen Financial Strategies sold 3,347 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $194K.
Vanguard Short-Term Treasury ETF made up 0.12% of Kaizen Financial Strategies's portfolio in Q3 2026, its #132 holding.
Kaizen Financial Strategies first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
Kaizen Financial Strategies's Vanguard Short-Term Treasury ETF position peaked at $1.23M in Q2 2025.
63 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.