Rockwood Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Rockwood Wealth Management’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	$2.85M	Buy	49,027 +21,208	+76%	+$1.24M	0.18%	24
2026 Q1	$1.63M	Buy	27,819 +12,302	+79%	+$722K	0.12%	36
2025 Q4	$911K	Buy	15,517 +5,067	+48%	+$298K	0.07%	50
2025 Q3	$615K	Buy	10,450 +3,564	+52%	+$209K	0.05%	56
2025 Q2	$405K	Buy	6,886 +2,498	+57%	+$146K	0.04%	68
2025 Q1	$258K	Buy	+4,388	New	+$256K	0.03%	82

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Rockwood Wealth Management's VGSH Position: Q2 2026 in Review

Rockwood Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 76% in Q2 2026, buying an estimated $1.24M and bringing the position to 49,027 shares worth $2.85M. The position accounts for 0.18% of the portfolio, ranked #24.

Rockwood Wealth Management first reported a position in VGSH in Q1 2025 and has held it in 6 quarters since. 519 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Rockwood Wealth Management held 49,027 shares of Vanguard Short-Term Treasury ETF worth $2.85M as of Q2 2026.
Rockwood Wealth Management bought 21,208 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.24M.
Vanguard Short-Term Treasury ETF made up 0.18% of Rockwood Wealth Management's portfolio in Q2 2026, its #24 holding.
Rockwood Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
519 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.