Valley Wealth Managers’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Valley Wealth Managers’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	$457K	Sell	7,938 -1,453	-15%	-$84.2K	0.03%	163
2026 Q2	$547K	Sell	9,391 -584	-6%	-$34K	0.03%	164
2026 Q1	$584K	Sell	9,975 -49	-0.5%	-$2.88K	0.04%	159
2025 Q4	$589K	Sell	10,024 -18	-0.2%	-$1.06K	0.04%	161
2025 Q3	$591K	Sell	10,042 -886	-8%	-$52K	0.04%	159
2025 Q2	$642K	Sell	10,928 -6	-0.1%	-$351	0.05%	146
2025 Q1	$642K	Sell	10,934 -32	-0.3%	-$1.87K	0.05%	142
2024 Q4	$638K	Sell	10,966 -143	-1%	-$8.35K	0.05%	145
2024 Q3	$656K	Buy	11,109 +113	+1%	+$6.62K	0.05%	144
2024 Q2	$638K	Buy	10,996 +203	+2%	+$11.7K	0.05%	145
2024 Q1	$627K	Buy	10,793 +461	+4%	+$26.8K	0.05%	137
2023 Q4	$603K	Sell	10,332 -380	-4%	-$22K	0.05%	137
2023 Q3	$617K	Sell	10,712 -4,602	-30%	-$265K	0.05%	138
2023 Q2	$884K	Buy	15,314 +1,764	+13%	+$103K	0.08%	110
2023 Q1	$793K	Buy	13,550 +3,750	+38%	+$218K	0.07%	112
2022 Q4	$567K	Buy	+9,800	New	+$566K	0.05%	121

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

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Valley Wealth Managers's VGSH Position: Q3 2026 in Review

Valley Wealth Managers reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 15% in Q3 2026, selling an estimated $84.2K and leaving 7,938 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #163.

Valley Wealth Managers first reported a position in VGSH in Q4 2022 and has held it in 16 quarters since. The position peaked at $884K in Q2 2023. 332 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Valley Wealth Managers held 7,938 shares of Vanguard Short-Term Treasury ETF worth $457K as of Q3 2026.
Valley Wealth Managers sold 1,453 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $84.2K.
Vanguard Short-Term Treasury ETF made up 0.03% of Valley Wealth Managers's portfolio in Q3 2026, its #163 holding.
Valley Wealth Managers first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 16 quarters since.
Valley Wealth Managers's Vanguard Short-Term Treasury ETF position peaked at $884K in Q2 2023.
332 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.