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 Q3	$265K	Buy	+4,607	New	+$267K	0.01%	349
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 $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Root Financial Partners's VGSH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q3 2026: 4,607 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VGSH as recently as Q1 2026.

Root Financial Partners first reported a position in VGSH in Q1 2023 and has held it in 5 quarters since. The position peaked at $521K in Q1 2023. 1,019 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Root Financial Partners held 4,607 shares of Vanguard Short-Term Treasury ETF worth $265K as of Q3 2026.
Vanguard Short-Term Treasury ETF was a new Root Financial Partners position in Q3 2026.
Vanguard Short-Term Treasury ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #349 holding.
Root Financial Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 5 quarters since.
Root Financial Partners's Vanguard Short-Term Treasury ETF position peaked at $521K in Q1 2023.
1,019 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.