Mark Sheptoff Financial Planning’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Mark Sheptoff Financial Planning’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	-255	Closed	-$15K	–	577
2025 Q4	$15K	Hold	255	–	–	0.01%	308
2025 Q3	$15K	Hold	255	–	–	0.01%	303
2025 Q2	$15K	Hold	255	–	–	0.01%	298
2025 Q1	$15K	Hold	255	–	–	0.01%	275
2024 Q4	$14.8K	Hold	255	–	–	0.01%	283
2024 Q3	$15.1K	Sell	255 -45	-15%	-$2.64K	0.01%	271
2024 Q2	$17.4K	Buy	300 +130	+76%	+$7.51K	0.01%	267
2024 Q1	$9.87K	Buy	+170	New	+$9.89K	0.01%	295

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

Mark Sheptoff Financial Planning's VGSH Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 255 shares — an estimated $15K sold.

Mark Sheptoff Financial Planning first reported a position in VGSH in Q1 2024 and held it in 8 quarters. The position peaked at $17.4K in Q2 2024. 1,065 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 255 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $15K.
Mark Sheptoff Financial Planning first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and held it in 8 quarters.
Mark Sheptoff Financial Planning's Vanguard Short-Term Treasury ETF position peaked at $17.4K in Q2 2024.
1,065 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.