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Whalen Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Whalen Wealth Management’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 		$485K Buy
8,423
+52
+0.6% +$3.01K 0.21% 119
2026
Q2 		$487K Buy
8,371
+1,752
+26% +$102K 0.22% 115
2026
Q1 		$387K Buy
+6,619
New +$389K 0.21% 122

Other funds holding VGSH

SCM
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Whalen Wealth Management's VGSH Position: Q3 2026 in Review

Whalen Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.62% in Q3 2026, buying an estimated $3.01K and bringing the position to 8,423 shares worth $485K. The position accounts for 0.21% of the portfolio, ranked #119.

Whalen Wealth Management first reported a position in VGSH in Q1 2026 and has held it in 3 quarters since. The position peaked at $487K in Q2 2026. 63 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Whalen Wealth Management held 8,423 shares of Vanguard Short-Term Treasury ETF worth $485K as of Q3 2026.
  • Whalen Wealth Management bought 52 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $3.01K.
  • Vanguard Short-Term Treasury ETF made up 0.21% of Whalen Wealth Management's portfolio in Q3 2026, its #119 holding.
  • Whalen Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • Whalen Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $487K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.