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

TrueWealth Financial Partners’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	$15.9M	Buy	274,010 +12,601	+5%	+$735K	6.59%	5
2026 Q1	$15.3M	Buy	+261,409	New	+$15.3M	6.1%	5
2025 Q4	–	Sell	-238,797	Closed	-$14.1M	–	66
2025 Q3	$14.1M	Buy	238,797 +91,687	+62%	+$5.38M	7.17%	5
2025 Q2	$8.65M	Buy	147,110 +61,231	+71%	+$3.59M	4.77%	9
2025 Q1	$5.04M	Buy	85,879 +67,847	+376%	+$3.96M	3.04%	12
2024 Q4	$1.05M	Buy	+18,032	New	+$1.05M	0.65%	17

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

TrueWealth Financial Partners's VGSH Position: Q2 2026 in Review

TrueWealth Financial Partners increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.8% in Q2 2026, buying an estimated $735K and bringing the position to 274,010 shares worth $15.9M. The position accounts for 6.59% of the portfolio, ranked #5.

TrueWealth Financial Partners first reported a position in VGSH in Q4 2024 and has held it in 6 quarters since. 1,085 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

TrueWealth Financial Partners held 274,010 shares of Vanguard Short-Term Treasury ETF worth $15.9M as of Q2 2026.
TrueWealth Financial Partners bought 12,601 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $735K.
Vanguard Short-Term Treasury ETF made up 6.59% of TrueWealth Financial Partners's portfolio in Q2 2026, its #5 holding.
TrueWealth Financial Partners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
1,085 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.