Apella Capital
VGSH icon

Apella Capital’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Apella Capital’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 		$27.2M Buy
472,752
+98,785
+26% +$5.72M 0.35% 66
2026
Q2 		$21.7M Buy
373,967
+102,320
+38% +$5.96M 0.31% 66
2026
Q1 		$15.9M Buy
271,647
+48,473
+22% +$2.85M 0.24% 85
2025
Q4 		$13.1M Buy
223,174
+22,450
+11% +$1.32M 0.26% 76
2025
Q3 		$11.8M Buy
200,724
+25,483
+15% +$1.5M 0.26% 81
2025
Q2 		$10.2M Buy
175,241
+2,556
+1% +$150K 0.28% 71
2025
Q1 		$10.1M Buy
172,685
+44,945
+35% +$2.62M 0.35% 63
2024
Q4 		$7.43M Buy
127,740
+44,613
+54% +$2.6M 0.29% 59
2024
Q3 		$4.89M Buy
83,127
+2,832
+4% +$166K 0.2% 68
2024
Q2 		$4.65M Buy
80,295
+2,094
+3% +$121K 0.21% 70
2024
Q1 		$4.52M Sell
78,201
-45,878
-37% -$2.67M 0.23% 67
2023
Q4 		$7.23M Buy
124,079
+14,109
+13% +$816K 0.4% 50
2023
Q3 		$6.33M Buy
109,970
+37,187
+51% +$2.14M 0.45% 48
2023
Q2 		$4.2M Buy
+72,783
New +$4.24M 0.3% 57
2022
Q4 		$873K Buy
15,101
+7,301
+94% +$422K 0.08% 117
2022
Q3 		$451K Sell
7,800
-960
-11% -$56.2K 0.05% 144
2022
Q2 		$516K Sell
8,760
-59
-0.7% -$3.48K 0.06% 141
2022
Q1 		$523K Sell
8,819
-2,355
-21% -$141K 0.07% 130
2021
Q4 		$680K Sell
11,174
-2,120
-16% -$130K 0.09% 105
2021
Q3 		$816K Sell
13,294
-134
-1% -$8.24K 0.12% 99
2021
Q2 		$825K Buy
13,428
+7,228
+117% +$445K 0.14% 106
2021
Q1 		$381K Hold
6,200
– – 0.12% 93
2020
Q4 		$382K Hold
6,200
– – 0.13% 90
2020
Q3 		$385K Buy
+6,200
New +$385K 0.15% 89

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Klaas Financial Asset Advisors
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

Apella Capital's VGSH Position: Q3 2026 in Review

Apella Capital increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 26% in Q3 2026, buying an estimated $5.72M and bringing the position to 472,752 shares worth $27.2M. The position accounts for 0.35% of the portfolio, ranked #66.

Apella Capital first reported a position in VGSH in Q3 2020 and has held it in 24 quarters since. 332 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Apella Capital held 472,752 shares of Vanguard Short-Term Treasury ETF worth $27.2M as of Q3 2026.
  • Apella Capital bought 98,785 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $5.72M.
  • Vanguard Short-Term Treasury ETF made up 0.35% of Apella Capital's portfolio in Q3 2026, its #66 holding.
  • Apella Capital first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and has held it in 24 quarters since.
  • 332 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.