Klingman & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Klingman & Associates’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	$534K	Hold	9,273	–	–	0.02%	211
2026 Q2	$540K	Hold	9,273	–	–	0.02%	195
2026 Q1	$543K	Hold	9,273	–	–	0.03%	185
2025 Q4	$545K	Hold	9,273	–	–	0.03%	183
2025 Q3	$546K	Hold	9,273	–	–	0.03%	178
2025 Q2	$545K	Sell	9,273 -599	-6%	-$35.1K	0.03%	164
2025 Q1	$579K	Buy	9,872 +599	+6%	+$35K	0.04%	142
2024 Q4	$540K	Sell	9,273 -10,354	-53%	-$604K	0.03%	143
2024 Q3	$1.16M	Hold	19,627	–	–	0.07%	103
2024 Q2	$1.14M	Sell	19,627 -433	-2%	-$25K	0.08%	93
2024 Q1	$1.16M	Sell	20,060 -1,812	-8%	-$105K	0.08%	89
2023 Q4	$1.28M	Hold	21,872	–	–	0.09%	80
2023 Q3	$1.26M	Buy	21,872 +2,955	+16%	+$170K	0.1%	77
2023 Q2	$1.09M	Hold	18,917	–	–	0.09%	83
2023 Q1	$1.11M	Buy	+18,917	New	+$1.1M	0.1%	77

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

Klingman & Associates's VGSH Position: Q3 2026 in Review

Klingman & Associates held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q3 2026 at 9,273 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #211.

Klingman & Associates first reported a position in VGSH in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.28M in Q4 2023. 310 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Klingman & Associates held 9,273 shares of Vanguard Short-Term Treasury ETF worth $534K as of Q3 2026.
Klingman & Associates left its Vanguard Short-Term Treasury ETF share count unchanged in Q3 2026.
Vanguard Short-Term Treasury ETF made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #211 holding.
Klingman & Associates first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 15 quarters since.
Klingman & Associates's Vanguard Short-Term Treasury ETF position peaked at $1.28M in Q4 2023.
310 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.