XY Planning Network’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

XY Planning Network’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	$6.18M	Buy	107,371 +6,548	+6%	+$379K	0.67%	38
2026 Q2	$5.87M	Buy	100,823 +4,251	+4%	+$248K	0.74%	31
2026 Q1	$5.63M	Sell	96,572 -934	-1%	-$54.8K	0.9%	28
2025 Q4	$5.73M	Buy	97,506 +43,594	+81%	+$2.56M	1%	25
2025 Q3	$3.17M	Hold	53,912	–	–	1.08%	28
2025 Q2	$3.17M	Buy	53,912 +31,617	+142%	+$1.85M	1.08%	28
2025 Q1	$1.31M	Buy	+22,295	New	+$1.3M	0.87%	34

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

XY Planning Network's VGSH Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 6.5% in Q3 2026, buying an estimated $379K and bringing the position to 107,371 shares worth $6.18M. The position accounts for 0.67% of the portfolio, ranked #38.

XY Planning Network first reported a position in VGSH in Q1 2025 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

XY Planning Network held 107,371 shares of Vanguard Short-Term Treasury ETF worth $6.18M as of Q3 2026.
XY Planning Network bought 6,548 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $379K.
Vanguard Short-Term Treasury ETF made up 0.67% of XY Planning Network's portfolio in Q3 2026, its #38 holding.
XY Planning Network first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
363 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.