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
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: Q1 2026 in Review

SHP Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 6.8% in Q1 2026, buying an estimated $13K and bringing the position to 3,472 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #267.

SHP Wealth Management first reported a position in VGSH in Q4 2025 and has held it in 2 quarters since. 1,054 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

  • SHP Wealth Management held 3,472 shares of Vanguard Short-Term Treasury ETF worth $203K as of Q1 2026.
  • SHP Wealth Management bought 221 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $13K.
  • Vanguard Short-Term Treasury ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #267 holding.
  • SHP Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.