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VGSH icon

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

TrueWealth 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 		$1.16M Sell
20,232
-1,047
-5% -$60.7K 0.26% 73
2026
Q2 		$1.24M Sell
21,279
-121
-0.6% -$7.05K 0.28% 67
2026
Q1 		$1.25M Sell
21,400
-25,200
-54% -$1.48M 0.32% 58
2025
Q4 		$2.74M Sell
46,600
-17
-0% -$999 0.71% 27
2025
Q3 		$2.74M Buy
46,617
+1,100
+2% +$64.5K 0.74% 27
2025
Q2 		$2.68M Sell
45,517
-3,798
-8% -$222K 0.79% 26
2025
Q1 		$2.89M Buy
49,315
+11,617
+31% +$678K 0.95% 22
2024
Q4 		$2.19M Buy
37,698
+621
+2% +$36.2K 0.73% 29
2024
Q3 		$2.19M Sell
37,077
-5,631
-13% -$330K 0.73% 30
2024
Q2 		$2.48M Buy
42,708
+3,075
+8% +$178K 0.92% 25
2024
Q1 		$2.3M Sell
39,633
-4,486
-10% -$261K 0.89% 25
2023
Q4 		$2.57M Sell
44,119
-2,163
-5% -$125K 1% 22
2023
Q3 		$2.67M Buy
46,282
+460
+1% +$26.5K 1.12% 19
2023
Q2 		$2.65M Buy
45,822
+16,630
+57% +$968K 1.09% 23
2023
Q1 		$1.71M Buy
29,192
+7,546
+35% +$438K 0.72% 33
2022
Q4 		$1.25M Buy
21,646
+3,950
+22% +$228K 0.55% 38
2022
Q3 		$1.02M Buy
17,696
+14,051
+385% +$823K 0.48% 40
2022
Q2 		$215K Buy
+3,645
New +$215K 0.1% 155

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Presilium Private Wealth
Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

TrueWealth Advisors's VGSH Position: Q3 2026 in Review

TrueWealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.9% in Q3 2026, selling an estimated $60.7K and leaving 20,232 shares worth $1.16M. The position accounts for 0.26% of the portfolio, ranked #73.

TrueWealth Advisors first reported a position in VGSH in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.89M in Q1 2025. 507 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • TrueWealth Advisors held 20,232 shares of Vanguard Short-Term Treasury ETF worth $1.16M as of Q3 2026.
  • TrueWealth Advisors sold 1,047 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $60.7K.
  • Vanguard Short-Term Treasury ETF made up 0.26% of TrueWealth Advisors's portfolio in Q3 2026, its #73 holding.
  • TrueWealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 18 quarters since.
  • TrueWealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $2.89M in Q1 2025.
  • 507 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

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