Retirement Capital Strategies’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Retirement Capital Strategies’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 Q1	$502K	Hold	8,583	–	–	0.19%	49
2025 Q4	$504K	Hold	8,583	–	–	0.19%	54
2025 Q3	$505K	Hold	8,583	–	–	0.19%	48
2025 Q2	$505K	Hold	8,583	–	–	0.2%	51
2025 Q1	$504K	Hold	8,583	–	–	0.2%	57
2024 Q4	$499K	Buy	+8,583	New	+$501K	0.19%	59
2021 Q4	–	Sell	-7,167	Closed	-$440K	–	87
2021 Q3	$440K	Sell	7,167 -76,170	-91%	-$4.68M	0.17%	49
2021 Q2	$5.12M	Sell	83,337 -174,958	-68%	-$10.8M	1.95%	17
2021 Q1	$15.9M	Buy	258,295 +216,160	+513%	+$13.3M	6.26%	3
2020 Q4	$2.6M	Sell	42,135 -39,486	-48%	-$2.45M	1.05%	26
2020 Q3	$5.06M	Sell	81,621 -129,088	-61%	-$8.02M	2.34%	16
2020 Q2	$13.1M	Buy	+210,709	New	+$13.1M	6.22%	5

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Retirement Capital Strategies's VGSH Position: Q1 2026 in Review

Retirement Capital Strategies held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q1 2026 at 8,583 shares worth $502K. The position accounts for 0.19% of the portfolio, ranked #49.

Retirement Capital Strategies first reported a position in VGSH in Q2 2020 and has held it in 12 quarters since. The position peaked at $15.9M in Q1 2021. 1,053 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Retirement Capital Strategies held 8,583 shares of Vanguard Short-Term Treasury ETF worth $502K as of Q1 2026.
Retirement Capital Strategies left its Vanguard Short-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Short-Term Treasury ETF made up 0.19% of Retirement Capital Strategies's portfolio in Q1 2026, its #49 holding.
Retirement Capital Strategies first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 12 quarters since.
Retirement Capital Strategies's Vanguard Short-Term Treasury ETF position peaked at $15.9M in Q1 2021.
1,053 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.