My Personal CFO LLC’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

My Personal CFO LLC’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 Q2	$391K	Sell	6,720 -4,699	-41%	-$274K	0.15%	70
2026 Q1	$668K	Sell	11,419 -246	-2%	-$14.4K	0.29%	50
2025 Q4	$685K	Buy	+11,665	New	+$686K	0.29%	55
2025 Q3	–	Sell	-5,236	Closed	-$308K	–	147
2025 Q2	$308K	Hold	5,236	–	–	0.14%	75
2025 Q1	$307K	Hold	5,236	–	–	0.15%	72
2024 Q4	$305K	Hold	5,236	–	–	0.16%	73
2024 Q3	$309K	Buy	+5,236	New	+$307K	0.17%	73

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

My Personal CFO LLC's VGSH Position: Q2 2026 in Review

My Personal CFO LLC reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 41% in Q2 2026, selling an estimated $274K and leaving 6,720 shares worth $391K. The position accounts for 0.15% of the portfolio, ranked #70.

My Personal CFO LLC first reported a position in VGSH in Q3 2024 and has held it in 7 quarters since. The position peaked at $685K in Q4 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

My Personal CFO LLC held 6,720 shares of Vanguard Short-Term Treasury ETF worth $391K as of Q2 2026.
My Personal CFO LLC sold 4,699 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $274K.
Vanguard Short-Term Treasury ETF made up 0.15% of My Personal CFO LLC's portfolio in Q2 2026, its #70 holding.
My Personal CFO LLC first reported a position in Vanguard Short-Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
My Personal CFO LLC's Vanguard Short-Term Treasury ETF position peaked at $685K in Q4 2025.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.