Three Bearings Fiduciary Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Three Bearings Fiduciary 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	$2.54M	Sell	43,562 -2,923	-6%	-$170K	2.27%	11
2026 Q1	$2.72M	Sell	46,485 -2,861	-6%	-$168K	2.63%	11
2025 Q4	$2.9M	Buy	+49,346	New	+$2.9M	2.72%	9

Other funds holding VGSH

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Three Bearings Fiduciary Advisors's VGSH Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 6.3% in Q2 2026, selling an estimated $170K and leaving 43,562 shares worth $2.54M. The position accounts for 2.27% of the portfolio, ranked #11.

Three Bearings Fiduciary Advisors first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.9M in Q4 2025. 709 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Three Bearings Fiduciary Advisors held 43,562 shares of Vanguard Short-Term Treasury ETF worth $2.54M as of Q2 2026.
Three Bearings Fiduciary Advisors sold 2,923 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $170K.
Vanguard Short-Term Treasury ETF made up 2.27% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #11 holding.
Three Bearings Fiduciary Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Three Bearings Fiduciary Advisors's Vanguard Short-Term Treasury ETF position peaked at $2.9M in Q4 2025.
709 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.