Silver Oak Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Silver Oak Advisory Group’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	$892K	Buy	15,504 +321	+2%	+$18.6K	0.35%	37
2026 Q2	$883K	Buy	15,183 +566	+4%	+$33K	0.35%	36
2026 Q1	$855K	Buy	14,617 +7	+0%	+$411	0.37%	35
2025 Q4	$858K	Buy	14,610 +1,389	+11%	+$81.7K	0.39%	34
2025 Q3	$778K	Buy	13,221 +46	+0.3%	+$2.7K	0.35%	36
2025 Q2	$774K	Buy	13,175 +1,632	+14%	+$95.6K	0.38%	36
2025 Q1	$677K	Buy	11,543 +103	+0.9%	+$6.01K	0.36%	32
2024 Q4	$665K	Buy	11,440 +618	+6%	+$36.1K	0.35%	32
2024 Q3	$638K	Buy	10,822 +3,752	+53%	+$220K	0.33%	34
2024 Q2	$409K	Buy	7,070 +404	+6%	+$23.3K	0.23%	43
2024 Q1	$388K	Buy	+6,666	New	+$388K	0.22%	45

Other funds holding VGSH

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

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Silver Oak Advisory Group's VGSH Position: Q3 2026 in Review

Silver Oak Advisory Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.1% in Q3 2026, buying an estimated $18.6K and bringing the position to 15,504 shares worth $892K. The position accounts for 0.35% of the portfolio, ranked #37.

Silver Oak Advisory Group first reported a position in VGSH in Q1 2024 and has held it in 11 quarters since. 708 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Silver Oak Advisory Group held 15,504 shares of Vanguard Short-Term Treasury ETF worth $892K as of Q3 2026.
Silver Oak Advisory Group bought 321 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $18.6K.
Vanguard Short-Term Treasury ETF made up 0.35% of Silver Oak Advisory Group's portfolio in Q3 2026, its #37 holding.
Silver Oak Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and has held it in 11 quarters since.
708 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.