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 Q3	$11.6M	Buy	201,057 +107,698	+115%	+$6.24M	2.74%	18
2026 Q2	$5.43M	Buy	93,359 +2,113	+2%	+$123K	1.34%	24
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

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Retirement Financial Solutions's VGSH Position: Q3 2026 in Review

Retirement Financial Solutions increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 115% in Q3 2026, buying an estimated $6.24M and bringing the position to 201,057 shares worth $11.6M. The position accounts for 2.74% of the portfolio, ranked #18.

Retirement Financial Solutions first reported a position in VGSH in Q4 2022 and has held it in 6 quarters since. 552 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Retirement Financial Solutions held 201,057 shares of Vanguard Short-Term Treasury ETF worth $11.6M as of Q3 2026.
Retirement Financial Solutions bought 107,698 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $6.24M.
Vanguard Short-Term Treasury ETF made up 2.74% of Retirement Financial Solutions's portfolio in Q3 2026, its #18 holding.
Retirement Financial Solutions first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 6 quarters since.
552 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Retirement Financial Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.