Rockingstone Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Rockingstone Advisors’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	$3.2M	Sell	55,670 -53,880	-49%	-$3.12M	1.29%	31
2026 Q2	$6.38M	Buy	109,550 +6,870	+7%	+$400K	2.56%	7
2026 Q1	$6.01M	Buy	102,680 +1,420	+1%	+$83.4K	2.76%	2
2025 Q4	$5.95M	Sell	101,260 -7,395	-7%	-$435K	2.71%	4
2025 Q3	$6.39M	Sell	108,655 -265	-0.2%	-$15.5K	3.16%	4
2025 Q2	$6.4M	Sell	108,920 -73,470	-40%	-$4.3M	3.37%	3
2025 Q1	$10.7M	Sell	182,390 -45,035	-20%	-$2.63M	4.82%	2
2024 Q4	$13.2M	Buy	227,425 +182,430	+405%	+$10.6M	5.84%	2
2024 Q3	$2.66M	Buy	44,995 +5,800	+15%	+$340K	1.3%	28
2024 Q2	$2.27M	Sell	39,195 -5,398	-12%	-$312K	1.17%	32
2024 Q1	$2.59M	Sell	44,593 -797	-2%	-$46.3K	1.34%	27
2023 Q4	$2.65M	Sell	45,390 -63,495	-58%	-$3.67M	1.48%	23
2023 Q3	$6.27M	Buy	108,885 +12,375	+13%	+$713K	3.47%	2
2023 Q2	$5.57M	Buy	96,510 +43,280	+81%	+$2.52M	3.14%	2
2023 Q1	$3.12M	Buy	+53,230	New	+$3.09M	1.9%	11

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

Rockingstone Advisors's VGSH Position: Q3 2026 in Review

Rockingstone Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 49% in Q3 2026, selling an estimated $3.12M and leaving 55,670 shares worth $3.2M. The position accounts for 1.29% of the portfolio, ranked #31.

Rockingstone Advisors first reported a position in VGSH in Q1 2023 and has held it in 15 quarters since. The position peaked at $13.2M in Q4 2024. 540 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Rockingstone Advisors held 55,670 shares of Vanguard Short-Term Treasury ETF worth $3.2M as of Q3 2026.
Rockingstone Advisors sold 53,880 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $3.12M.
Vanguard Short-Term Treasury ETF made up 1.29% of Rockingstone Advisors's portfolio in Q3 2026, its #31 holding.
Rockingstone Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 15 quarters since.
Rockingstone Advisors's Vanguard Short-Term Treasury ETF position peaked at $13.2M in Q4 2024.
540 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.