Pine Grove Financial Group
VGSH icon

Pine Grove Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Pine Grove Financial Group’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 		$1.23M Buy
21,448
+6,485
+43% +$376K 0.12% 82
2026
Q2 		$871K Sell
14,963
-366
-2% -$21.3K 0.09% 103
2026
Q1 		$897K Sell
15,329
-833
-5% -$48.9K 0.1% 91
2025
Q4 		$949K Buy
+16,162
New +$950K 0.11% 81

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Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Klaas Financial Asset Advisors
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

Pine Grove Financial Group's VGSH Position: Q3 2026 in Review

Pine Grove Financial Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 43% in Q3 2026, buying an estimated $376K and bringing the position to 21,448 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #82.

Pine Grove Financial Group first reported a position in VGSH in Q4 2025 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Pine Grove Financial Group held 21,448 shares of Vanguard Short-Term Treasury ETF worth $1.23M as of Q3 2026.
  • Pine Grove Financial Group bought 6,485 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $376K.
  • Vanguard Short-Term Treasury ETF made up 0.12% of Pine Grove Financial Group's portfolio in Q3 2026, its #82 holding.
  • Pine Grove Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • 363 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.