Root Financial Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Root Financial Partners’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	–	Sell	-541	Closed	-$31.7K	–	3085
2026 Q1	$31.7K	Sell	541 -121	-18%	-$7.1K	﹤0.01%	1087
2025 Q4	$38.9K	Sell	662 -122	-16%	-$7.17K	﹤0.01%	821
2025 Q3	$46.1K	Buy	+784	New	+$46K	﹤0.01%	698
2023 Q2	–	Sell	-8,899	Closed	-$521K	–	67
2023 Q1	$521K	Buy	+8,899	New	+$517K	0.37%	39

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

Root Financial Partners's VGSH Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026, closing a stake of 541 shares — an estimated $31.7K sold.

Root Financial Partners first reported a position in VGSH in Q1 2023 and held it in 4 quarters. The position peaked at $521K in Q1 2023. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Root Financial Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 541 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $31.7K.
Root Financial Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 4 quarters.
Root Financial Partners's Vanguard Short-Term Treasury ETF position peaked at $521K in Q1 2023.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.