Pinnacle Wealth Planning Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Pinnacle Wealth Planning Services’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	$320K	Sell	5,551 -518	-9%	-$30K	0.03%	338
2026 Q2	$353K	Buy	6,069 +3,943	+185%	+$230K	0.03%	311
2026 Q1	$124K	Hold	2,126	–	–	0.01%	683
2025 Q4	$125K	Buy	+2,126	New	+$125K	0.01%	672
2021 Q1	–	Sell	-186	Closed	-$11K	–	1879
2020 Q4	$11K	Buy	+186	New	+$11.5K	﹤0.01%	1369

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's VGSH Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 8.5% in Q3 2026, selling an estimated $30K and leaving 5,551 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #338.

Pinnacle Wealth Planning Services first reported a position in VGSH in Q4 2020 and has held it in 5 quarters since. The position peaked at $353K in Q2 2026. 424 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Pinnacle Wealth Planning Services held 5,551 shares of Vanguard Short-Term Treasury ETF worth $320K as of Q3 2026.
Pinnacle Wealth Planning Services sold 518 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $30K.
Vanguard Short-Term Treasury ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #338 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Vanguard Short-Term Treasury ETF position peaked at $353K in Q2 2026.
424 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.