TPG Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

TPG Financial 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	$756K	Sell	12,998 -763	-6%	-$44.5K	0.23%	41
2026 Q1	$806K	Sell	13,761 -4	-0%	-$235	0.26%	36
2025 Q4	$808K	Sell	13,765 -329	-2%	-$19.3K	0.27%	41
2025 Q3	$829K	Sell	14,094 -457	-3%	-$26.8K	0.31%	39
2025 Q2	$855K	Sell	14,551 -5,163	-26%	-$302K	0.34%	37
2025 Q1	$1.16M	Sell	19,714 -4,130	-17%	-$241K	0.51%	30
2024 Q4	$1.39M	Sell	23,844 -244	-1%	-$14.2K	0.6%	28
2024 Q3	$1.42M	Sell	24,088 -1,499	-6%	-$87.8K	0.64%	27
2024 Q2	$1.48M	Buy	+25,587	New	+$1.48M	0.7%	27
2023 Q4	$727K	Sell	12,482 -6,159	-33%	-$356K	0.37%	34
2023 Q3	$1.07M	Buy	18,641 +1,805	+11%	+$104K	0.56%	27
2023 Q2	$972K	Sell	16,836 -27,851	-62%	-$1.62M	0.51%	29
2023 Q1	$2.62M	Buy	44,687 +7,247	+19%	+$421K	1.43%	19
2022 Q4	$2.16M	Sell	37,440 -6,163	-14%	-$356K	1.31%	22
2022 Q3	$2.52M	Buy	43,603 +3,304	+8%	+$193K	1.55%	19
2022 Q2	$2.37M	Buy	40,299 +2,128	+6%	+$126K	1.59%	19
2022 Q1	$2.26M	Buy	38,171 +31,445	+468%	+$1.89M	1.37%	18
2021 Q4	$409K	Buy	+6,726	New	+$411K	0.25%	30

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

TPG Financial Advisors's VGSH Position: Q2 2026 in Review

TPG Financial Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.5% in Q2 2026, selling an estimated $44.5K and leaving 12,998 shares worth $756K. The position accounts for 0.23% of the portfolio, ranked #41.

TPG Financial Advisors first reported a position in VGSH in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.62M in Q1 2023. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

TPG Financial Advisors held 12,998 shares of Vanguard Short-Term Treasury ETF worth $756K as of Q2 2026.
TPG Financial Advisors sold 763 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $44.5K.
Vanguard Short-Term Treasury ETF made up 0.23% of TPG Financial Advisors's portfolio in Q2 2026, its #41 holding.
TPG Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 18 quarters since.
TPG Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $2.62M in Q1 2023.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.