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 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

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

Pinnacle Wealth Planning Services's VGSH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 185% in Q2 2026, buying an estimated $230K and bringing the position to 6,069 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #311.

Pinnacle Wealth Planning Services first reported a position in VGSH in Q4 2020 and has held it in 4 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Pinnacle Wealth Planning Services held 6,069 shares of Vanguard Short-Term Treasury ETF worth $353K as of Q2 2026.
Pinnacle Wealth Planning Services bought 3,943 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $230K.
Vanguard Short-Term Treasury ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #311 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 4 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.