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

Retirement Financial Solutions’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 		$5.34M Sell
91,246
-7,631
-8% -$448K 1.53% 25
2025
Q4 		$5.81M Buy
98,877
+16,999
+21% +$999K 1.7% 19
2025
Q3 		$4.82M Buy
+81,878
New +$4.8M 1.51% 22
2023
Q1 		– Sell
-54
Closed -$3.12K – 246
2022
Q4 		$3.12K Buy
+54
New +$3.12K ﹤0.01% 193

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Retirement Financial Solutions's VGSH Position: Q1 2026 in Review

Retirement Financial Solutions reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.7% in Q1 2026, selling an estimated $448K and leaving 91,246 shares worth $5.34M. The position accounts for 1.53% of the portfolio, ranked #25.

Retirement Financial Solutions first reported a position in VGSH in Q4 2022 and has held it in 4 quarters since. The position peaked at $5.81M in Q4 2025. 1,051 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

  • Retirement Financial Solutions held 91,246 shares of Vanguard Short-Term Treasury ETF worth $5.34M as of Q1 2026.
  • Retirement Financial Solutions sold 7,631 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $448K.
  • Vanguard Short-Term Treasury ETF made up 1.53% of Retirement Financial Solutions's portfolio in Q1 2026, its #25 holding.
  • Retirement Financial Solutions first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 4 quarters since.
  • Retirement Financial Solutions's Vanguard Short-Term Treasury ETF position peaked at $5.81M in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.