Navigation Wealth Management
VGSH icon

Navigation Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Navigation Wealth Management’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 		$501K Sell
8,698
-538
-6% -$31.2K 0.76% 23
2026
Q2 		$538K Buy
9,236
+12
+0.1% +$700 0.74% 17
2026
Q1 		$540K Sell
9,224
-325
-3% -$19.1K 1.95% 15
2025
Q4 		$561K Buy
9,549
+612
+7% +$36K 0.83% 11
2025
Q3 		$526K Buy
8,937
+326
+4% +$19.1K 0.77% 11
2025
Q2 		$506K Buy
+8,611
New +$504K 0.75% 12

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Navigation Wealth Management's VGSH Position: Q3 2026 in Review

Navigation Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.8% in Q3 2026, selling an estimated $31.2K and leaving 8,698 shares worth $501K. The position accounts for 0.76% of the portfolio, ranked #23.

Navigation Wealth Management first reported a position in VGSH in Q2 2025 and has held it in 6 quarters since. The position peaked at $561K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Navigation Wealth Management held 8,698 shares of Vanguard Short-Term Treasury ETF worth $501K as of Q3 2026.
  • Navigation Wealth Management sold 538 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $31.2K.
  • Vanguard Short-Term Treasury ETF made up 0.76% of Navigation Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Navigation Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 6 quarters since.
  • Navigation Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $561K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Navigation Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.