Spectrum Planning & Advisory Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Spectrum Planning & Advisory Services’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 Q2	–	Sell	-3,590	Closed	-$210K	–	131
2026 Q1	$210K	Sell	3,590 -12,625	-78%	-$741K	0.1%	108
2025 Q4	$952K	Buy	16,215 +650	+4%	+$38.2K	0.49%	39
2025 Q3	$916K	Buy	15,565 +1,888	+14%	+$111K	0.52%	41
2025 Q2	$804K	Buy	+13,677	New	+$801K	0.52%	39
2022 Q4	–	Sell	-8,956	Closed	-$518K	–	53
2022 Q3	$518K	Sell	8,956 -134,494	-94%	-$7.87M	0.52%	34
2022 Q2	$8.44M	Buy	143,450 +1,744	+1%	+$103K	8.8%	3
2022 Q1	$8.4M	Buy	141,706 +6,320	+5%	+$380K	7.68%	3
2021 Q4	$8.24M	Buy	135,386 +11,694	+9%	+$715K	7.49%	3
2021 Q3	$7.6M	Sell	123,692 -5,994	-5%	-$368K	7.44%	3
2021 Q2	$7.97M	Buy	129,686 +902	+0.7%	+$55.5K	7.66%	3
2021 Q1	$7.92M	Sell	128,784 -15,985	-11%	-$984K	8.14%	3
2020 Q4	$8.92M	Buy	+144,769	New	+$8.97M	9.59%	2

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Spectrum Planning & Advisory Services's VGSH Position: Q2 2026 in Review

Spectrum Planning & Advisory Services sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026, closing a stake of 3,590 shares — an estimated $210K sold.

Spectrum Planning & Advisory Services first reported a position in VGSH in Q4 2020 and held it in 12 quarters. The position peaked at $8.92M in Q4 2020. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Spectrum Planning & Advisory Services reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 3,590 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $210K.
Spectrum Planning & Advisory Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and held it in 12 quarters.
Spectrum Planning & Advisory Services's Vanguard Short-Term Treasury ETF position peaked at $8.92M in Q4 2020.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.