Matthew Hamilton Rosenberg’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Matthew Hamilton Rosenberg’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	$269K	Buy	4,675 +4,083	+690%	+$237K	0.05%	180
2026 Q2	$34.5K	Hold	592	–	–	0.01%	484
2026 Q1	$34.7K	Hold	592	–	–	0.01%	473
2025 Q4	$34.8K	Hold	592	–	–	0.01%	471
2025 Q3	$34.8K	Hold	592	–	–	0.01%	469
2025 Q2	$34.8K	Sell	592 -166	-22%	-$9.7K	0.01%	489
2025 Q1	$44.5K	Hold	758	–	–	0.01%	441
2024 Q4	$44.1K	Hold	758	–	–	0.01%	440
2024 Q3	$44.7K	Buy	+758	New	+$44.4K	0.01%	445
2024 Q2	–	Sell	-758	Closed	-$43.8K	–	871
2024 Q1	$43.8K	Hold	758	–	–	0.01%	442
2023 Q4	$44.2K	Hold	758	–	–	0.01%	446
2023 Q3	$43.7K	Hold	758	–	–	0.01%	438
2023 Q2	$43.8K	Hold	758	–	–	0.01%	455
2023 Q1	$44.4K	Hold	758	–	–	0.01%	486
2022 Q4	$43.8K	Hold	758	–	–	0.01%	493
2022 Q3	$44K	Hold	758	–	–	0.02%	472
2022 Q2	$45K	Hold	758	–	–	0.02%	483
2022 Q1	$45K	Hold	758	–	–	0.02%	477
2021 Q4	$46K	Hold	758	–	–	0.02%	428
2021 Q3	$47K	Hold	758	–	–	0.02%	406
2021 Q2	$47K	Hold	758	–	–	0.02%	369
2021 Q1	$47K	Sell	758 -256	-25%	-$15.8K	0.03%	355
2020 Q4	$62K	Hold	1,014	–	–	0.04%	305
2020 Q3	$63K	Hold	1,014	–	–	0.05%	282
2020 Q2	$63K	Hold	1,014	–	–	0.05%	273
2020 Q1	$64K	Buy	+1,014	New	+$62.2K	0.06%	218

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

Matthew Hamilton Rosenberg's VGSH Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 690% in Q3 2026, buying an estimated $237K and bringing the position to 4,675 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #180.

Matthew Hamilton Rosenberg first reported a position in VGSH in Q1 2020 and has held it in 26 quarters since. 363 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Matthew Hamilton Rosenberg held 4,675 shares of Vanguard Short-Term Treasury ETF worth $269K as of Q3 2026.
Matthew Hamilton Rosenberg bought 4,083 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $237K.
Vanguard Short-Term Treasury ETF made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #180 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 26 quarters since.
363 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.