Strata Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Strata Wealth Advisors’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	$981K	Sell	17,050 -848,012	-98%	-$49.1M	0.23%	41
2026 Q2	$50.3M	Buy	865,062 +22,668	+3%	+$1.32M	12.28%	3
2026 Q1	$49.3M	Sell	842,394 -62,954	-7%	-$3.7M	13.52%	2
2025 Q4	$53.2M	Buy	905,348 +16,418	+2%	+$965K	14.79%	2
2025 Q3	$52.3M	Sell	888,930 -55,969	-6%	-$3.28M	13.81%	2
2025 Q2	$55.5M	Buy	944,899 +8,870	+0.9%	+$520K	15.3%	2
2025 Q1	$54.9M	Buy	936,029 +47,982	+5%	+$2.8M	17.08%	1
2024 Q4	$51.7M	Buy	888,047 +29,511	+3%	+$1.72M	16.22%	2
2024 Q3	$50.7M	Buy	858,536 +39,568	+5%	+$2.32M	16.29%	3
2024 Q2	$47.5M	Sell	818,968 -20,791	-2%	-$1.2M	16.36%	3
2024 Q1	$48.8M	Buy	839,759 +76,396	+10%	+$4.44M	17.15%	1
2023 Q4	$44.5M	Buy	763,363 +308,537	+68%	+$17.8M	17.54%	1
2023 Q3	$26.2M	Buy	+454,826	New	+$26.2M	12.61%	5
2023 Q1	$21.5M	Sell	367,151 -12,573	-3%	-$730K	11.1%	5
2022 Q4	$22M	Buy	+379,724	New	+$21.9M	12.18%	5

Other funds holding VGSH

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

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

Strata Wealth Advisors's VGSH Position: Q3 2026 in Review

Strata Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 98% in Q3 2026, selling an estimated $49.1M and leaving 17,050 shares worth $981K. The position accounts for 0.23% of the portfolio, ranked #41.

Strata Wealth Advisors first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $55.5M in Q2 2025. 233 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Strata Wealth Advisors held 17,050 shares of Vanguard Short-Term Treasury ETF worth $981K as of Q3 2026.
Strata Wealth Advisors sold 848,012 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $49.1M.
Vanguard Short-Term Treasury ETF made up 0.23% of Strata Wealth Advisors's portfolio in Q3 2026, its #41 holding.
Strata Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Strata Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $55.5M in Q2 2025.
233 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.