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

Roth 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	$868K	Buy	15,080 +4,960	+49%	+$287K	0.26%	19
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

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

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

Roth Financial Partners increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 49% in Q3 2026, buying an estimated $287K and bringing the position to 15,080 shares worth $868K. The position accounts for 0.26% of the portfolio, ranked #19.

Roth Financial Partners first reported a position in VGSH in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2025. 1,014 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Roth Financial Partners held 15,080 shares of Vanguard Short-Term Treasury ETF worth $868K as of Q3 2026.
Roth Financial Partners bought 4,960 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $287K.
Vanguard Short-Term Treasury ETF made up 0.26% of Roth Financial Partners's portfolio in Q3 2026, its #19 holding.
Roth Financial Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and has held it in 11 quarters since.
Roth Financial Partners's Vanguard Short-Term Treasury ETF position peaked at $1.01M in Q4 2025.
1,014 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Roth Financial Partners's 13F filing for Q3 2026, filed 6 Oct 2026.