Phillips Financial Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Phillips Financial 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	$46.9K	Hold	814	–	–	﹤0.01%	244
2026 Q2	$47.4K	Hold	814	–	–	﹤0.01%	248
2026 Q1	$47.7K	Hold	814	–	–	﹤0.01%	235
2025 Q4	$47.8K	Hold	814	–	–	﹤0.01%	249
2025 Q3	$47.9K	Sell	814 -43	-5%	-$2.52K	﹤0.01%	255
2025 Q2	$50.4K	Hold	857	–	–	﹤0.01%	220
2025 Q1	$50.3K	Hold	857	–	–	﹤0.01%	213
2024 Q4	$49.9K	Hold	857	–	–	﹤0.01%	210
2024 Q3	$50.6K	Hold	857	–	–	﹤0.01%	218
2024 Q2	$49.7K	Hold	857	–	–	﹤0.01%	215
2024 Q1	$49.8K	Hold	857	–	–	﹤0.01%	211
2023 Q4	$50K	Hold	857	–	–	﹤0.01%	195
2023 Q3	$49.4K	Hold	857	–	–	﹤0.01%	190
2023 Q2	$49.5K	Hold	857	–	–	﹤0.01%	188
2023 Q1	$50.2K	Hold	857	–	–	﹤0.01%	191
2022 Q4	$49.6K	Hold	857	–	–	0.01%	180
2022 Q3	$50K	Buy	+857	New	+$50.2K	0.01%	172

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

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

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Phillips Financial Management's VGSH Position: Q3 2026 in Review

Phillips Financial Management held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q3 2026 at 814 shares worth $46.9K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Phillips Financial Management first reported a position in VGSH in Q3 2022 and has held it in 17 quarters since. The position peaked at $50.6K in Q3 2024. 283 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Phillips Financial Management held 814 shares of Vanguard Short-Term Treasury ETF worth $46.9K as of Q3 2026.
Phillips Financial Management left its Vanguard Short-Term Treasury ETF share count unchanged in Q3 2026.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q3 2026, its #244 holding.
Phillips Financial Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 17 quarters since.
Phillips Financial Management's Vanguard Short-Term Treasury ETF position peaked at $50.6K in Q3 2024.
283 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.