Planning Strategies Inc.’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Planning Strategies Inc.’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	$1.12M	Buy	+19,265	New	+$1.12M	0.7%	25

Other funds holding VGSH

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

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

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Planning Strategies Inc.'s VGSH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 19,265 shares worth $1.12M. The stake represents 0.7% of the portfolio and ranks #25 among its holdings.

432 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Planning Strategies Inc. held 19,265 shares of Vanguard Short-Term Treasury ETF worth $1.12M as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.7% of Planning Strategies Inc.'s portfolio in Q2 2026, its #25 holding.
432 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.