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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$589K Buy
10,120
+2,745
+37% +$160K 0.18% 23
2026
Q1
$432K Sell
7,375
-9,876
-57% -$580K 0.15% 23
2025
Q4
$1.01M Buy
17,251
+3,625
+27% +$213K 0.33% 17
2025
Q3
$802K Sell
13,626
-855
-6% -$50.2K 0.27% 18
2025
Q2
$851K Buy
14,481
+225
+2% +$13.2K 0.31% 18
2025
Q1
$837K Buy
14,256
+1,330
+10% +$77.6K 0.33% 17
2024
Q4
$752K Buy
12,926
+884
+7% +$51.6K 0.3% 16
2024
Q3
$711K Buy
12,042
+75
+0.6% +$4.39K 0.28% 16
2024
Q2
$694K Buy
11,967
+7,990
+201% +$462K 0.3% 17
2024
Q1
$231K Buy
+3,977
New +$231K 0.1% 26

Other funds holding VGSH

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

Roth Financial Partners increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 37% in Q2 2026, buying an estimated $160K and bringing the position to 10,120 shares worth $589K. The position accounts for 0.18% of the portfolio, ranked #23.

Roth Financial Partners first reported a position in VGSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2025. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Roth Financial Partners held 10,120 shares of Vanguard Short-Term Treasury ETF worth $589K as of Q2 2026.
  • Roth Financial Partners bought 2,745 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $160K.
  • Vanguard Short-Term Treasury ETF made up 0.18% of Roth Financial Partners's portfolio in Q2 2026, its #23 holding.
  • Roth Financial Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Roth Financial Partners's Vanguard Short-Term Treasury ETF position peaked at $1.01M in Q4 2025.
  • 1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.