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 Q2	$500K	Hold	8,583	–	–	0.17%	56
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 $1.81T 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

Retirement Capital Strategies's VGSH Position: Q2 2026 in Review

Retirement Capital Strategies held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2026 at 8,583 shares worth $500K. The position accounts for 0.17% of the portfolio, ranked #56.

Retirement Capital Strategies first reported a position in VGSH in Q2 2020 and has held it in 13 quarters since. The position peaked at $15.9M in Q1 2021. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Retirement Capital Strategies held 8,583 shares of Vanguard Short-Term Treasury ETF worth $500K as of Q2 2026.
Retirement Capital Strategies left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.17% of Retirement Capital Strategies's portfolio in Q2 2026, its #56 holding.
Retirement Capital Strategies first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 13 quarters since.
Retirement Capital Strategies's Vanguard Short-Term Treasury ETF position peaked at $15.9M in Q1 2021.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.