TRUE Private Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

TRUE Private Wealth 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	$1.28M	Sell	22,303 -5,982	-21%	-$347K	0.11%	116
2026 Q2	$1.65M	Buy	28,285 +979	+4%	+$57.1K	0.14%	99
2026 Q1	$1.6M	Buy	27,306 +14,886	+120%	+$874K	0.15%	89
2025 Q4	$729K	Buy	12,420 +1,242	+11%	+$73K	0.07%	133
2025 Q3	$658K	Sell	11,178 -572	-5%	-$33.6K	0.07%	132
2025 Q2	$691K	Buy	11,750 +1,926	+20%	+$113K	0.08%	124
2025 Q1	$577K	Buy	9,824 +3,952	+67%	+$231K	0.07%	121
2024 Q4	$342K	Buy	+5,872	New	+$343K	0.04%	166
2021 Q4	–	Sell	-18,267	Closed	-$1.12M	–	276
2021 Q3	$1.12M	Buy	+18,267	New	+$1.12M	0.16%	81

Other funds holding VGSH

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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 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

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TRUE Private Wealth Advisors's VGSH Position: Q3 2026 in Review

TRUE Private Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 21% in Q3 2026, selling an estimated $347K and leaving 22,303 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #116.

TRUE Private Wealth Advisors first reported a position in VGSH in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.65M in Q2 2026. 424 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

TRUE Private Wealth Advisors held 22,303 shares of Vanguard Short-Term Treasury ETF worth $1.28M as of Q3 2026.
TRUE Private Wealth Advisors sold 5,982 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $347K.
Vanguard Short-Term Treasury ETF made up 0.11% of TRUE Private Wealth Advisors's portfolio in Q3 2026, its #116 holding.
TRUE Private Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and has held it in 9 quarters since.
TRUE Private Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $1.65M in Q2 2026.
424 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.