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

Visionary 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	$1.56M	Buy	27,036 +1,084	+4%	+$62.8K	0.06%	240
2026 Q2	$1.51M	Buy	+25,952	New	+$1.51M	0.06%	235
2022 Q1	–	Sell	-61,051	Closed	-$3.71M	–	459
2021 Q4	$3.71M	Buy	61,051 +85	+0.1%	+$5.2K	0.3%	83
2021 Q3	$3.74M	Sell	60,966 -1,144	-2%	-$70.3K	0.39%	70
2021 Q2	$3.82M	Sell	62,110 -22,736	-27%	-$1.4M	0.38%	65
2021 Q1	$5.22M	Sell	84,846 -4,811	-5%	-$296K	0.55%	45
2020 Q4	$5.52M	Buy	89,657 +838	+0.9%	+$51.9K	0.62%	44
2020 Q3	$5.52M	Sell	88,819 -11,090	-11%	-$689K	0.78%	36
2020 Q2	$6.22M	Sell	99,909 -45,639	-31%	-$2.84M	0.95%	29
2020 Q1	$9.07M	Buy	+145,548	New	+$8.93M	1.71%	14

Other funds holding VGSH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.51B AUM 13.63% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Visionary Wealth Advisors's VGSH Position: Q3 2026 in Review

Visionary Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.2% in Q3 2026, buying an estimated $62.8K and bringing the position to 27,036 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #240.

Visionary Wealth Advisors first reported a position in VGSH in Q1 2020 and has held it in 10 quarters since. The position peaked at $9.07M in Q1 2020. 754 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Visionary Wealth Advisors held 27,036 shares of Vanguard Short-Term Treasury ETF worth $1.56M as of Q3 2026.
Visionary Wealth Advisors bought 1,084 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $62.8K.
Vanguard Short-Term Treasury ETF made up 0.06% of Visionary Wealth Advisors's portfolio in Q3 2026, its #240 holding.
Visionary Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 10 quarters since.
Visionary Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $9.07M in Q1 2020.
754 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.