Waller Financial Planning Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Waller Financial Planning 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 Q2	$241K	Buy	+4,146	New	+$242K	0.05%	73
2026 Q1	–	Sell	-4,006	Closed	-$235K	–	79
2025 Q4	$235K	Buy	+4,006	New	+$235K	0.05%	71
2023 Q3	–	Sell	-4,030	Closed	-$233K	–	57
2023 Q2	$233K	Sell	4,030 -115	-3%	-$6.7K	0.06%	54
2023 Q1	$243K	Buy	+4,145	New	+$241K	0.07%	51
2022 Q4	–	Sell	-4,396	Closed	-$254K	–	60
2022 Q3	$254K	Buy	+4,396	New	+$257K	0.08%	45
2022 Q2	–	Sell	-5,515	Closed	-$327K	–	55
2022 Q1	$327K	Sell	5,515 -504	-8%	-$30.3K	0.09%	40
2021 Q4	$366K	Sell	6,019 -1,853	-24%	-$113K	0.09%	38
2021 Q3	$483K	Sell	7,872 -459	-6%	-$28.2K	0.13%	36
2021 Q2	$512K	Sell	8,331 -4,024	-33%	-$248K	0.14%	36
2021 Q1	$760K	Sell	12,355 -3,408	-22%	-$210K	0.22%	34
2020 Q4	$971K	Sell	15,763 -336,319	-96%	-$20.8M	0.3%	31
2020 Q3	$21.9M	Sell	352,082 -19,339	-5%	-$1.2M	8.02%	4
2020 Q2	$23.1M	Buy	+371,421	New	+$23.1M	9%	4

Other funds holding VGSH

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Waller Financial Planning Group's VGSH Position: Q2 2026 in Review

Waller Financial Planning Group opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 4,146 shares worth $241K. The stake represents 0.05% of the portfolio and ranks #73 among its holdings. This is a return to the name: Waller Financial Planning Group previously reported a position in VGSH as recently as Q4 2025.

Waller Financial Planning Group first reported a position in VGSH in Q2 2020 and has held it in 13 quarters since. The position peaked at $23.1M in Q2 2020. 719 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Waller Financial Planning Group held 4,146 shares of Vanguard Short-Term Treasury ETF worth $241K as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new Waller Financial Planning Group position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.05% of Waller Financial Planning Group's portfolio in Q2 2026, its #73 holding.
Waller Financial Planning Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 13 quarters since.
Waller Financial Planning Group's Vanguard Short-Term Treasury ETF position peaked at $23.1M in Q2 2020.
719 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.