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Strategic Point Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Strategic Point Investment 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
Q2 		$25.1M Buy
430,687
+9,409
+2% +$548K 3.27% 10
2026
Q1 		$24.7M Sell
421,278
-7,916
-2% -$465K 3.58% 10
2025
Q4 		$25.2M Buy
429,194
+15,275
+4% +$898K 3.49% 10
2025
Q3 		$24.4M Buy
413,919
+11,911
+3% +$699K 3.5% 10
2025
Q2 		$23.6M Buy
402,008
+9,454
+2% +$554K 3.64% 10
2025
Q1 		$23M Buy
392,554
+2,707
+0.7% +$158K 3.84% 10
2024
Q4 		$22.7M Buy
389,847
+4,952
+1% +$289K 3.7% 10
2024
Q3 		$22.7M Buy
384,895
+296,427
+335% +$17.4M 3.75% 12
2024
Q2 		$5.13M Sell
88,468
-897
-1% -$51.8K 0.92% 20
2024
Q1 		$5.19M Sell
89,365
-285
-0.3% -$16.6K 0.94% 20
2023
Q4 		$5.23M Buy
89,650
+372
+0.4% +$21.5K 1.01% 21
2023
Q3 		$5.14M Buy
89,278
+363
+0.4% +$20.9K 1.1% 22
2023
Q2 		$5.13M Buy
88,915
+39,590
+80% +$2.31M 1.05% 22
2023
Q1 		$2.89M Buy
49,325
+185
+0.4% +$10.7K 0.64% 23
2022
Q4 		$2.84M Buy
49,140
+1,060
+2% +$61.2K 0.68% 23
2022
Q3 		$2.78M Buy
+48,080
New +$2.81M 0.78% 22

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Strategic Point Investment Advisors's VGSH Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.2% in Q2 2026, buying an estimated $548K and bringing the position to 430,687 shares worth $25.1M. The position accounts for 3.27% of the portfolio, ranked #10.

Strategic Point Investment Advisors first reported a position in VGSH in Q3 2022 and has held it in 16 quarters since. The position peaked at $25.2M in Q4 2025. 519 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Strategic Point Investment Advisors held 430,687 shares of Vanguard Short-Term Treasury ETF worth $25.1M as of Q2 2026.
  • Strategic Point Investment Advisors bought 9,409 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $548K.
  • Vanguard Short-Term Treasury ETF made up 3.27% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Strategic Point Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • Strategic Point Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $25.2M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.