Wealth Forward LLC’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Wealth Forward LLC’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	$585K	Buy	+10,171	New	+$589K	0.27%	31

Other funds holding VGSH

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

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

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

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Forward LLC's VGSH Position: Q3 2026 in Review

Wealth Forward LLC opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q3 2026: 10,171 shares worth $585K. The stake represents 0.27% of the portfolio and ranks #31 among its holdings.

205 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Wealth Forward LLC held 10,171 shares of Vanguard Short-Term Treasury ETF worth $585K as of Q3 2026.
Vanguard Short-Term Treasury ETF was a new Wealth Forward LLC position in Q3 2026.
Vanguard Short-Term Treasury ETF made up 0.27% of Wealth Forward LLC's portfolio in Q3 2026, its #31 holding.
205 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.