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 Q3	$376K	Sell	6,524 -196	-3%	-$11.4K	0.13%	73
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

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 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

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

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 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

My Personal CFO LLC's VGSH Position: Q3 2026 in Review

My Personal CFO LLC reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.9% in Q3 2026, selling an estimated $11.4K and leaving 6,524 shares worth $376K. The position accounts for 0.13% of the portfolio, ranked #73.

My Personal CFO LLC first reported a position in VGSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $685K in Q4 2025. 445 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

My Personal CFO LLC held 6,524 shares of Vanguard Short-Term Treasury ETF worth $376K as of Q3 2026.
My Personal CFO LLC sold 196 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $11.4K.
Vanguard Short-Term Treasury ETF made up 0.13% of My Personal CFO LLC's portfolio in Q3 2026, its #73 holding.
My Personal CFO LLC first reported a position in Vanguard Short-Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
My Personal CFO LLC's Vanguard Short-Term Treasury ETF position peaked at $685K in Q4 2025.
445 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.