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

Lionshead Wealth Management’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	$3.14M	Buy	54,553 +320	+0.6%	+$18.5K	2.13%	13
2026 Q2	$3.16M	Sell	54,233 -8,394	-13%	-$489K	2.05%	13
2026 Q1	$3.67M	Buy	62,627 +20,702	+49%	+$1.22M	2.7%	9
2025 Q4	$2.46M	Sell	41,925 -5,115	-11%	-$301K	1.85%	16
2025 Q3	$2.77M	Buy	47,040 +6,019	+15%	+$353K	2.2%	10
2025 Q2	$2.41M	Buy	41,021 +14,060	+52%	+$824K	2.23%	12
2025 Q1	$1.58M	Buy	26,961 +11,029	+69%	+$644K	1.64%	20
2024 Q4	$927K	Buy	+15,932	New	+$930K	0.67%	35

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

Lionshead Wealth Management's VGSH Position: Q3 2026 in Review

Lionshead Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.59% in Q3 2026, buying an estimated $18.5K and bringing the position to 54,553 shares worth $3.14M. The position accounts for 2.13% of the portfolio, ranked #13.

Lionshead Wealth Management first reported a position in VGSH in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.67M in Q1 2026. 339 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Lionshead Wealth Management held 54,553 shares of Vanguard Short-Term Treasury ETF worth $3.14M as of Q3 2026.
Lionshead Wealth Management bought 320 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $18.5K.
Vanguard Short-Term Treasury ETF made up 2.13% of Lionshead Wealth Management's portfolio in Q3 2026, its #13 holding.
Lionshead Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
Lionshead Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $3.67M in Q1 2026.
339 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Lionshead Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.