VisionPoint Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

VisionPoint Advisory Group’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	$208K	Sell	3,617 -858	-19%	-$49.7K	0.03%	438
2026 Q2	$260K	Sell	4,475 -285	-6%	-$16.6K	0.04%	399
2026 Q1	$279K	Buy	4,760 +302	+7%	+$17.7K	0.05%	351
2025 Q4	$262K	Buy	4,458 +365	+9%	+$21.5K	0.05%	326
2025 Q3	$241K	Buy	+4,093	New	+$240K	0.05%	346
2025 Q1	–	Sell	-4,783	Closed	-$278K	–	308
2024 Q4	$278K	Sell	4,783 -507	-10%	-$29.6K	0.1%	153
2024 Q3	$312K	Buy	5,290 +1,141	+28%	+$66.8K	0.11%	138
2024 Q2	$241K	Buy	4,149 +402	+11%	+$23.2K	0.09%	149
2024 Q1	$218K	Buy	3,747 +618	+20%	+$35.9K	0.08%	160
2023 Q4	$183K	Buy	3,129 +502	+19%	+$29K	0.07%	158
2023 Q3	$151K	Buy	+2,627	New	+$151K	0.06%	157

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

VisionPoint Advisory Group's VGSH Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 19% in Q3 2026, selling an estimated $49.7K and leaving 3,617 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #438.

VisionPoint Advisory Group first reported a position in VGSH in Q3 2023 and has held it in 11 quarters since. The position peaked at $312K in Q3 2024. 363 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

VisionPoint Advisory Group held 3,617 shares of Vanguard Short-Term Treasury ETF worth $208K as of Q3 2026.
VisionPoint Advisory Group sold 858 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $49.7K.
Vanguard Short-Term Treasury ETF made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #438 holding.
VisionPoint Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
VisionPoint Advisory Group's Vanguard Short-Term Treasury ETF position peaked at $312K in Q3 2024.
363 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.