PlanVest Financial’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

PlanVest Financial’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	$127K	Buy	+2,177	New	+$127K	0.08%	136

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

PlanVest Financial's VGSH Position: Q2 2026 in Review

PlanVest Financial opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 2,177 shares worth $127K. The stake represents 0.08% of the portfolio and ranks #136 among its holdings.

1,056 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

PlanVest Financial held 2,177 shares of Vanguard Short-Term Treasury ETF worth $127K as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new PlanVest Financial position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.08% of PlanVest Financial's portfolio in Q2 2026, its #136 holding.
1,056 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.