Spectrum Financial Alliance’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Spectrum Financial Alliance’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	$12.6M	Sell	219,137 -32,176	-13%	-$1.86M	1.82%	15
2026 Q2	$14.6M	Buy	251,313 +143,027	+132%	+$8.34M	2.15%	15
2026 Q1	$6.34M	Buy	108,286 +6,322	+6%	+$371K	1.22%	15
2025 Q4	$5.99M	Buy	101,964 +6,645	+7%	+$391K	1.18%	12
2025 Q3	$5.61M	Buy	95,319 +60,020	+170%	+$3.52M	1.38%	12
2025 Q2	$2.07M	Buy	35,299 +4,586	+15%	+$269K	0.56%	12
2025 Q1	$1.8M	Buy	30,713 +1,014	+3%	+$59.2K	0.59%	13
2024 Q4	$1.73M	Sell	29,699 -67,007	-69%	-$3.91M	0.6%	12
2024 Q3	$5.71M	Sell	96,706 -13,194	-12%	-$773K	2.04%	11
2024 Q2	$6.37M	Buy	109,900 +3,822	+4%	+$221K	2.28%	12
2024 Q1	$6.16M	Buy	106,078 +36,617	+53%	+$2.13M	2.4%	11
2023 Q4	$4.05M	Buy	69,461 +2,411	+4%	+$139K	1.67%	11
2023 Q3	$3.86M	Buy	+67,050	New	+$3.86M	1.94%	11

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

Smithfield Trust Pittsburgh, Pennsylvania $2.51B AUM 13.63% 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

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

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

Spectrum Financial Alliance's VGSH Position: Q3 2026 in Review

Spectrum Financial Alliance reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 13% in Q3 2026, selling an estimated $1.86M and leaving 219,137 shares worth $12.6M. The position accounts for 1.82% of the portfolio, ranked #15.

Spectrum Financial Alliance first reported a position in VGSH in Q3 2023 and has held it in 13 quarters since. The position peaked at $14.6M in Q2 2026. 754 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Spectrum Financial Alliance held 219,137 shares of Vanguard Short-Term Treasury ETF worth $12.6M as of Q3 2026.
Spectrum Financial Alliance sold 32,176 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $1.86M.
Vanguard Short-Term Treasury ETF made up 1.82% of Spectrum Financial Alliance's portfolio in Q3 2026, its #15 holding.
Spectrum Financial Alliance first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 13 quarters since.
Spectrum Financial Alliance's Vanguard Short-Term Treasury ETF position peaked at $14.6M in Q2 2026.
754 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Spectrum Financial Alliance's 13F filing for Q3 2026, filed 29 Oct 2026.