Trinity Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Trinity Wealth Management’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	$820K	Buy	14,090 +9,602	+214%	+$560K	0.26%	45
2026 Q1	$263K	Sell	4,488 -41	-0.9%	-$2.41K	0.1%	60
2025 Q4	$266K	Buy	4,529 +314	+7%	+$18.5K	0.1%	57
2025 Q3	$248K	Buy	4,215 +380	+10%	+$22.3K	0.09%	56
2025 Q2	$225K	Buy	+3,835	New	+$225K	0.09%	57
2024 Q3	–	Sell	-3,874	Closed	-$225K	–	58
2024 Q2	$225K	Sell	3,874 -56	-1%	-$3.24K	0.11%	45
2024 Q1	$228K	Sell	3,930 -734	-16%	-$42.7K	0.12%	44
2023 Q4	$272K	Buy	4,664 +688	+17%	+$39.8K	0.16%	37
2023 Q3	$229K	Buy	3,976 +159	+4%	+$9.16K	0.14%	40
2023 Q2	$220K	Buy	+3,817	New	+$222K	0.13%	38
2021 Q1	–	Sell	-158,755	Closed	-$9.78M	–	27
2020 Q4	$9.78M	Buy	+158,755	New	+$9.84M	8.89%	4

Other funds holding VGSH

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

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

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Trinity Wealth Management's VGSH Position: Q2 2026 in Review

Trinity Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 214% in Q2 2026, buying an estimated $560K and bringing the position to 14,090 shares worth $820K. The position accounts for 0.26% of the portfolio, ranked #45.

Trinity Wealth Management first reported a position in VGSH in Q4 2020 and has held it in 11 quarters since. The position peaked at $9.78M in Q4 2020. 463 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Trinity Wealth Management held 14,090 shares of Vanguard Short-Term Treasury ETF worth $820K as of Q2 2026.
Trinity Wealth Management bought 9,602 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $560K.
Vanguard Short-Term Treasury ETF made up 0.26% of Trinity Wealth Management's portfolio in Q2 2026, its #45 holding.
Trinity Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 11 quarters since.
Trinity Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $9.78M in Q4 2020.
463 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.