Planning Center Inc’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Planning Center Inc’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	$204K	Hold	3,504	–	–	0.02%	82
2026 Q1	$205K	Sell	3,504 -307	-8%	-$18K	0.02%	75
2025 Q4	$224K	Hold	3,811	–	–	0.02%	75
2025 Q3	$224K	Sell	3,811 -510	-12%	-$29.9K	0.02%	72
2025 Q2	$254K	Hold	4,321	–	–	0.03%	64
2025 Q1	$254K	Hold	4,321	–	–	0.03%	60
2024 Q4	$251K	Hold	4,321	–	–	0.03%	56
2024 Q3	$255K	Hold	4,321	–	–	0.03%	58
2024 Q2	$251K	Hold	4,321	–	–	0.03%	59
2024 Q1	$251K	Hold	4,321	–	–	0.05%	52
2023 Q4	$252K	Hold	4,321	–	–	0.06%	54
2023 Q3	$249K	Sell	4,321 -102	-2%	-$5.88K	0.06%	54
2023 Q2	$255K	Buy	+4,423	New	+$258K	0.06%	56

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

Planning Center Inc's VGSH Position: Q2 2026 in Review

Planning Center Inc held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 3,504 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #82.

Planning Center Inc first reported a position in VGSH in Q2 2023 and has held it in 13 quarters since. The position peaked at $255K in Q2 2023. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Planning Center Inc held 3,504 shares of Vanguard Short-Term Treasury ETF worth $204K as of Q2 2026.
Planning Center Inc left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.02% of Planning Center Inc's portfolio in Q2 2026, its #82 holding.
Planning Center Inc first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Planning Center Inc's Vanguard Short-Term Treasury ETF position peaked at $255K in Q2 2023.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.