RPGK
VGSH icon

Retirement Planning Group (Kansas)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Retirement Planning Group (Kansas)’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 		$45.2M Sell
776,178
-202,940
-21% -$11.8M 1.15% 17
2026
Q1 		$57.3M Sell
979,118
-222,774
-19% -$13.1M 1.78% 13
2025
Q4 		$70.6M Buy
1,201,892
+58,593
+5% +$3.44M 2.32% 13
2025
Q3 		$67.3M Buy
1,143,299
+1,056,439
+1,216% +$62M 2.34% 13
2025
Q2 		$5.11M Sell
86,860
-18,497
-18% -$1.08M 0.22% 43
2025
Q1 		$6.18M Sell
105,357
-6,688
-6% -$390K 0.29% 34
2024
Q4 		$6.52M Sell
112,045
-3,964
-3% -$231K 0.33% 34
2024
Q3 		$6.85M Sell
116,009
-2,813
-2% -$165K 0.37% 36
2024
Q2 		$6.89M Sell
118,822
-1,522
-1% -$87.9K 0.44% 29
2024
Q1 		$6.99M Buy
+120,344
New +$7M 0.54% 27
2022
Q2 		– Sell
-4,030
Closed -$239K – 134
2022
Q1 		$239K Sell
4,030
-1,557
-28% -$93.5K 0.03% 96
2021
Q4 		$340K Sell
5,587
-1,241
-18% -$75.9K 0.03% 82
2021
Q3 		$419K Sell
6,828
-14,952
-69% -$919K 0.05% 60
2021
Q2 		$1.34M Buy
+21,780
New +$1.34M 0.15% 38

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Retirement Planning Group (Kansas)'s VGSH Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 21% in Q2 2026, selling an estimated $11.8M and leaving 776,178 shares worth $45.2M. The position accounts for 1.15% of the portfolio, ranked #17.

Retirement Planning Group (Kansas) first reported a position in VGSH in Q2 2021 and has held it in 14 quarters since. The position peaked at $70.6M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Retirement Planning Group (Kansas) held 776,178 shares of Vanguard Short-Term Treasury ETF worth $45.2M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 202,940 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $11.8M.
  • Vanguard Short-Term Treasury ETF made up 1.15% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #17 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Short-Term Treasury ETF in Q2 2021 and has held it in 14 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Short-Term Treasury ETF position peaked at $70.6M in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.