VANGUARD SHORT-TERM TREASURY - Security Detail

Security Name:	VANGUARD SHORT-TERM TREASURY
Ticker:	VGSH
Security Type:	OTHER
Exchange:	US
CUSIP:	92206C102

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$13.25B	-	827	-
2024-09-30	$13.16B	-0.7%	830	+0.4%
2024-12-31	$12.00B	-8.8%	664	-20.0%

Institution	Value	Shares	% of Portfolio
VERNAL POINT ADVISORS, LLC	$41.5M	713K	28.5%
INSIGHT 2811, INC.	$43.7M	750K	22.5%
DRUM HILL CAPITAL, LLC	$13.2M	227K	16.4%
STRATA WEALTH ADVISORS, LLC	$51.7M	888K	16.2%
SCRATCH CAPITAL LLC	$10.5M	180K	12.8%
GEN FINANCIAL MANAGEMENT, INC.	$19.6M	336K	12.7%
SCHIAVI & CO LLC	$29.0M	498K	11.3%
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC	$11.6M	198K	11.2%
MAYPORT, LLC	$36.4M	625K	10.7%
DAI-ICHI LIFE HOLDINGS, INC.	$9.7M	167K	10.7%
ALAETHES WEALTH LLC	$28.7M	493K	10.3%
WEALTH DIMENSIONS GROUP, LTD.	$41.8M	718K	10.2%
HORIZON FINANCIAL SERVICES, LLC	$17.1M	293K	9.6%
SIGNIFY WEALTH	$7.7M	132K	8.7%
ALTA ADVISERS LTD	$12.5M	215K	7.9%
MUIRFIELD WEALTH ADVISORS LLC	$9.5M	162K	7.8%
CASCADE WEALTH ADVISORS, INC	$11.0M	189K	7.5%
CRAVENS & CO ADVISORS, LLC	$9.3M	159K	7.1%
ARISTA WEALTH MANAGEMENT, LLC	$28.7M	493K	6.9%
NORTHROCK PARTNERS, LLC	$210.1M	3,611K	6.9%
MOKAN WEALTH MANAGEMENT INC.	$10.7M	184K	6.8%
MILLER INVESTMENT MANAGEMENT, LP	$59.5M	1,022K	6.5%
ALLGEN FINANCIAL ADVISORS, INC.	$19.2M	329K	6.5%
MORLING FINANCIAL ADVISORS, LLC	$18.4M	316K	6.4%
SOLLINDA CAPITAL MANAGEMENT LLC	$22.2M	381K	6.1%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
SIXD	US	ALLIANZIM US 6M B10 JUN-DEC	0.158	3	19
IMOM	US	ALPHA INTL QUANT MOM ETF	0.118	2	17
DECW	US	ALLIANZIM US LC BUFFER20 DEC	0.094	5	53
JANW	US	ALLIANZIM US LC BUFFER20 JAN	0.088	5	57
DUBS	US	APTUS LG CAP ENH YIELD ETF	0.083	2	24
DECT	US	ALLIANZIM US LC BUFFER10 DEC	0.080	2	25
DTF	US	DTF TAX-FREE INCOME 2028 TER	0.069	2	29
GDEC	US	FT VEST US EQUITY MODERATE B	0.064	5	78
VGIT	US	VANGUARD INTERMEDIATE-TERM T	0.063	37	583
OZ	US	BELPOINTE PREP LLC	0.063	2	32
TUA	US	SIM ST TREAS FUT STRAT ETF	0.060	4	67
SIXO	US	ALLIANZIM US 6M BF10 APR-OCT	0.058	3	52
IVAL	US	ALPHA ARCHI INTL QT VLU ETF	0.057	2	35
OCTT	US	ALLIANZIM US LC BUFFER10 OCT	0.053	2	38
JUCY	US	APTUS ENHANCED YIELD ETF	0.050	2	40
OSCV	US	OPUS SMALL CAP VALUE ETF	0.049	2	41
ADME	US	APTUS DRAWDOWN MANAGED EQUIT	0.048	2	42
JANT	US	ALLIANZIM US LC BUFFER10 JAN	0.048	2	42
VGLT	US	VANGUARD LONG-TERM TREASURY	0.046	14	306
QMOM	US	ALPHA US QUANT MOM ETF	0.043	2	47
DGCB	US	DIMENSIONAL GLOBAL CREDIT	0.042	2	48
BILS	US	SPDR BLOOMBERG 3-12 MONTH T-	0.041	8	196
OCTW	US	ALLIANZIM US LC BUFFER20 OCT	0.041	3	74
DFIC	US	DIMENSIONAL INTERNATIONAL CO	0.040	13	322
MOTI	US	VANECK MSTAR INT MOAT ETF	0.040	2	50