SP
VGSH icon

Successful Portfolios’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Successful Portfolios’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 		$2.92M Sell
50,771
-892
-2% -$51.7K 1.35% 17
2026
Q2 		$3M Buy
51,663
+807
+2% +$47K 1.4% 17
2026
Q1 		$2.98M Sell
50,856
-831
-2% -$48.8K 1.64% 13
2025
Q4 		$3.04M Buy
51,687
+1,130
+2% +$66.4K 1.55% 14
2025
Q3 		$2.98M Buy
50,557
+54
+0.1% +$3.17K 1.74% 12
2025
Q2 		$2.97M Buy
50,503
+2,004
+4% +$117K 1.82% 12
2025
Q1 		$2.85M Buy
48,499
+568
+1% +$33.1K 1.94% 12
2024
Q4 		$2.79M Buy
47,931
+4,091
+9% +$239K 1.87% 12
2024
Q3 		$2.59M Sell
43,840
-1,846
-4% -$108K 1.75% 13
2024
Q2 		$2.65M Buy
45,686
+896
+2% +$51.8K 1.85% 12
2024
Q1 		$2.6M Sell
44,790
-247
-0.5% -$14.4K 1.77% 11
2023
Q4 		$2.63M Buy
45,037
+4,490
+11% +$260K 1.96% 10
2023
Q3 		$2.34M Buy
40,547
+4,430
+12% +$255K 2.07% 9
2023
Q2 		$2.09M Sell
36,117
-980
-3% -$57.1K 1.8% 10
2023
Q1 		$2.17M Buy
37,097
+2,546
+7% +$148K 1.36% 14
2022
Q4 		$2M Buy
34,551
+12,589
+57% +$727K 1.3% 15
2022
Q3 		$1.27M Buy
21,962
+2,000
+10% +$117K 0.92% 23
2022
Q2 		$1.18M Buy
19,962
+4,362
+28% +$257K 0.79% 30
2022
Q1 		$924K Buy
15,600
+8,020
+106% +$482K 0.53% 47
2021
Q4 		$461K Buy
+7,580
New +$464K 0.25% 99

Other funds holding VGSH

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Successful Portfolios's VGSH Position: Q3 2026 in Review

Successful Portfolios reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.7% in Q3 2026, selling an estimated $51.7K and leaving 50,771 shares worth $2.92M. The position accounts for 1.35% of the portfolio, ranked #17.

Successful Portfolios first reported a position in VGSH in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.04M in Q4 2025. 133 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Successful Portfolios held 50,771 shares of Vanguard Short-Term Treasury ETF worth $2.92M as of Q3 2026.
  • Successful Portfolios sold 892 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $51.7K.
  • Vanguard Short-Term Treasury ETF made up 1.35% of Successful Portfolios's portfolio in Q3 2026, its #17 holding.
  • Successful Portfolios first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 20 quarters since.
  • Successful Portfolios's Vanguard Short-Term Treasury ETF position peaked at $3.04M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.