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 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

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

Phillips Financial Management's VGSH Position: Q2 2026 in Review

Phillips Financial Management held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 814 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Phillips Financial Management first reported a position in VGSH in Q3 2022 and has held it in 16 quarters since. The position peaked at $50.6K in Q3 2024. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Phillips Financial Management held 814 shares of Vanguard Short-Term Treasury ETF worth $47.4K as of Q2 2026.
Phillips Financial Management left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #248 holding.
Phillips Financial Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
Phillips Financial Management's Vanguard Short-Term Treasury ETF position peaked at $50.6K in Q3 2024.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.