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 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

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 Financial Solutions's VGSH Position: Q2 2026 in Review

Retirement Financial Solutions increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.3% in Q2 2026, buying an estimated $123K and bringing the position to 93,359 shares worth $5.43M. The position accounts for 1.34% of the portfolio, ranked #24.

Retirement Financial Solutions first reported a position in VGSH in Q4 2022 and has held it in 5 quarters since. The position peaked at $5.81M in Q4 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Retirement Financial Solutions held 93,359 shares of Vanguard Short-Term Treasury ETF worth $5.43M as of Q2 2026.
Retirement Financial Solutions bought 2,113 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $123K.
Vanguard Short-Term Treasury ETF made up 1.34% of Retirement Financial Solutions's portfolio in Q2 2026, its #24 holding.
Retirement Financial Solutions first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 5 quarters since.
Retirement Financial Solutions's Vanguard Short-Term Treasury ETF position peaked at $5.81M in Q4 2025.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.