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

Trinity 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 Q3	$435K	Buy	+7,557	New	+$438K	0.11%	60

Other funds holding VGSH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Trinity Financial Advisors's VGSH Position: Q3 2026 in Review

Trinity Financial Advisors opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q3 2026: 7,557 shares worth $435K. The stake represents 0.11% of the portfolio and ranks #60 among its holdings.

708 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Trinity Financial Advisors held 7,557 shares of Vanguard Short-Term Treasury ETF worth $435K as of Q3 2026.
Vanguard Short-Term Treasury ETF was a new Trinity Financial Advisors position in Q3 2026.
Vanguard Short-Term Treasury ETF made up 0.11% of Trinity Financial Advisors's portfolio in Q3 2026, its #60 holding.
708 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.