LifePlan Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

LifePlan Investment Advisors’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 Q1	–	Sell	-6,795	Closed	-$399K	–	129
2025 Q4	$399K	Sell	6,795 -3,394	-33%	-$200K	0.16%	86
2025 Q3	$600K	Buy	10,189 +4,377	+75%	+$257K	0.25%	72
2025 Q2	$342K	Buy	+5,812	New	+$340K	0.17%	85
2025 Q1	–	Sell	-8,335	Closed	-$485K	–	106
2024 Q4	$485K	Buy	8,335 +1,378	+20%	+$80.4K	0.3%	62
2024 Q3	$411K	Sell	6,957 -3,947	-36%	-$231K	0.26%	63
2024 Q2	$632K	Sell	10,904 -21	-0.2%	-$1.21K	0.46%	49
2024 Q1	$634K	Buy	+10,925	New	+$635K	0.51%	46
2023 Q4	–	Sell	-5,347	Closed	-$308K	–	70
2023 Q3	$308K	Sell	5,347 -900	-14%	-$51.9K	0.33%	50
2023 Q2	$361K	Buy	+6,247	New	+$364K	0.4%	39

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

LifePlan Investment Advisors's VGSH Position: Q1 2026 in Review

LifePlan Investment Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 6,795 shares — an estimated $399K sold.

LifePlan Investment Advisors first reported a position in VGSH in Q2 2023 and held it in 9 quarters. The position peaked at $634K in Q1 2024. 1,063 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

LifePlan Investment Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
LifePlan Investment Advisors sold 6,795 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $399K.
LifePlan Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and held it in 9 quarters.
LifePlan Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $634K in Q1 2024.
1,063 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.