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

Lauer Wealth’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	$581K	Sell	10,085 -30,858	-75%	-$1.79M	0.36%	41
2026 Q2	$2.38M	Sell	40,943 -71,592	-64%	-$4.17M	1.43%	17
2026 Q1	$6.58M	Buy	112,535 +4,574	+4%	+$268K	5.24%	7
2025 Q4	$6.34M	Sell	107,961 -2,167	-2%	-$127K	4.71%	7
2025 Q3	$6.48M	Sell	110,128 -682	-0.6%	-$40K	4.63%	7
2025 Q2	$6.49M	Buy	110,810 +2,383	+2%	+$140K	5.36%	7
2025 Q1	$6.39M	Buy	+108,427	New	+$6.33M	4.91%	8

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

Lauer Wealth's VGSH Position: Q3 2026 in Review

Lauer Wealth reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 75% in Q3 2026, selling an estimated $1.79M and leaving 10,085 shares worth $581K. The position accounts for 0.36% of the portfolio, ranked #41.

Lauer Wealth first reported a position in VGSH in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.58M in Q1 2026. 363 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Lauer Wealth held 10,085 shares of Vanguard Short-Term Treasury ETF worth $581K as of Q3 2026.
Lauer Wealth sold 30,858 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $1.79M.
Vanguard Short-Term Treasury ETF made up 0.36% of Lauer Wealth's portfolio in Q3 2026, its #41 holding.
Lauer Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
Lauer Wealth's Vanguard Short-Term Treasury ETF position peaked at $6.58M in Q1 2026.
363 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.