SHP Wealth Management’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
$180K Sell
3,098
-374
-11% -$21.8K 0.01% 316
2026
Q1
$203K Buy
3,472
+221
+7% +$13K 0.02% 267
2025
Q4
$191K Buy
+3,251
New +$191K 0.01% 263

Other funds holding VGSH

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

SHP Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 11% in Q2 2026, selling an estimated $21.8K and leaving 3,098 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #316.

SHP Wealth Management first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $203K in Q1 2026. 1,096 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • SHP Wealth Management held 3,098 shares of Vanguard Short-Term Treasury ETF worth $180K as of Q2 2026.
  • SHP Wealth Management sold 374 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $21.8K.
  • Vanguard Short-Term Treasury ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #316 holding.
  • SHP Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $203K in Q1 2026.
  • 1,096 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.