Monument Group Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Monument Group Wealth 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 Q3	$547K	Buy	9,505 +7,894	+490%	+$457K	0.26%	21
2026 Q2	$601K	Sell	1,611 -7,963	-83%	-$464K	0.29%	17
2026 Q1	$560K	Sell	9,574 -69	-0.7%	-$4.05K	0.31%	17
2025 Q4	$566K	Hold	9,643	–	–	0.31%	19
2025 Q3	$567K	Sell	9,643 -55	-0.6%	-$3.23K	0.33%	15
2025 Q2	$570K	Sell	9,698 -63	-0.6%	-$3.69K	0.36%	18
2025 Q1	$573K	Sell	9,761 -214	-2%	-$12.5K	0.4%	18
2024 Q4	$580K	Sell	9,975 -310	-3%	-$18.1K	0.41%	16
2024 Q3	$607K	Sell	10,285 -170	-2%	-$10K	0.36%	18
2024 Q2	$606K	Sell	10,455 -35	-0.3%	-$2.02K	0.41%	19
2024 Q1	$609K	Hold	10,490	–	–	0.45%	18
2023 Q4	$612K	Buy	+10,490	New	+$606K	0.52%	16

Other funds holding VGSH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Monument Group Wealth Advisors's VGSH Position: Q3 2026 in Review

Monument Group Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 490% in Q3 2026, buying an estimated $457K and bringing the position to 9,505 shares worth $547K. The position accounts for 0.26% of the portfolio, ranked #21.

Monument Group Wealth Advisors first reported a position in VGSH in Q4 2023 and has held it in 12 quarters since. The position peaked at $612K in Q4 2023. 708 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Monument Group Wealth Advisors held 9,505 shares of Vanguard Short-Term Treasury ETF worth $547K as of Q3 2026.
Monument Group Wealth Advisors bought 7,894 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $457K.
Vanguard Short-Term Treasury ETF made up 0.26% of Monument Group Wealth Advisors's portfolio in Q3 2026, its #21 holding.
Monument Group Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
Monument Group Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $612K in Q4 2023.
708 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.