Albion Financial Group
VGSH icon

Albion Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Albion Financial Group’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 		$636K Buy
11,045
+72
+0.7% +$4.17K 0.04% 128
2026
Q2 		$639K Sell
10,973
-175
-2% -$10.2K 0.04% 130
2026
Q1 		$653K Buy
11,148
+214
+2% +$12.6K 0.04% 124
2025
Q4 		$642K Sell
10,934
-790
-7% -$46.4K 0.04% 125
2025
Q3 		$690K Buy
11,724
+4
+0% +$235 0.04% 125
2025
Q2 		$689K Hold
11,720
– – 0.05% 124
2025
Q1 		$688K Buy
11,720
+6,477
+124% +$378K 0.05% 131
2024
Q4 		$305K Buy
5,243
+812
+18% +$47.4K 0.02% 155
2024
Q3 		$262K Buy
4,431
+388
+10% +$22.7K 0.02% 164
2024
Q2 		$234K Sell
4,043
-1,332
-25% -$77K 0.02% 176
2024
Q1 		$312K Sell
5,375
-287
-5% -$16.7K 0.02% 156
2023
Q4 		$330K Sell
5,662
-616
-10% -$35.6K 0.03% 154
2023
Q3 		$362K Buy
6,278
+95
+2% +$5.48K 0.03% 143
2023
Q2 		$357K Buy
6,183
+162
+3% +$9.43K 0.03% 148
2023
Q1 		$352K Buy
6,021
+10
+0.2% +$581 0.03% 146
2022
Q4 		$348K Sell
6,011
-4,005
-40% -$231K 0.03% 146
2022
Q3 		$579K Buy
10,016
+410
+4% +$24K 0.06% 124
2022
Q2 		$565K Buy
9,606
+4,215
+78% +$249K 0.06% 129
2022
Q1 		$319K Sell
5,391
-327
-6% -$19.6K 0.03% 174
2021
Q4 		$348K Sell
5,718
-37
-0.6% -$2.26K 0.03% 180
2021
Q3 		$353K Hold
5,755
– – 0.03% 161
2021
Q2 		$354K Buy
+5,755
New +$354K 0.03% 158
2020
Q4 		$1.6M Hold
26,045
– – 0.16% 85
2020
Q3 		$1.62M Hold
26,045
– – 0.18% 78
2020
Q2 		$1.62M Buy
+26,045
New +$1.62M 0.19% 75

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Albion Financial Group's VGSH Position: Q3 2026 in Review

Albion Financial Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.66% in Q3 2026, buying an estimated $4.17K and bringing the position to 11,045 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #128.

Albion Financial Group first reported a position in VGSH in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.62M in Q2 2020. 1,019 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Albion Financial Group held 11,045 shares of Vanguard Short-Term Treasury ETF worth $636K as of Q3 2026.
  • Albion Financial Group bought 72 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $4.17K.
  • Vanguard Short-Term Treasury ETF made up 0.04% of Albion Financial Group's portfolio in Q3 2026, its #128 holding.
  • Albion Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 25 quarters since.
  • Albion Financial Group's Vanguard Short-Term Treasury ETF position peaked at $1.62M in Q2 2020.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Albion Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.