Biltmore Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Biltmore Wealth Management’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	$8.62M	Buy	149,767 +10,616	+8%	+$615K	2.67%	14
2026 Q2	$8.1M	Sell	139,151 -3,471	-2%	-$202K	2.53%	14
2026 Q1	$8.35M	Buy	142,622 +5,602	+4%	+$329K	2.97%	14
2025 Q4	$8.05M	Buy	137,020 +3,600	+3%	+$212K	3.04%	13
2025 Q3	$7.85M	Buy	133,420 +9,017	+7%	+$529K	3%	13
2025 Q2	$7.31M	Buy	124,403 +1,720	+1%	+$101K	2.96%	13
2025 Q1	$7.2M	Buy	122,683 +308	+0.3%	+$18K	3.04%	13
2024 Q4	$7.12M	Buy	122,375 +1,617	+1%	+$94.4K	2.96%	13
2024 Q3	$7.13M	Buy	120,758 +5,028	+4%	+$294K	2.93%	13
2024 Q2	$6.71M	Buy	115,730 +14,357	+14%	+$830K	2.91%	13
2024 Q1	$5.91M	Hold	101,373	–	–	2.81%	12
2023 Q4	$5.91M	Buy	101,373 +4,232	+4%	+$245K	2.81%	12
2023 Q3	$5.6M	Buy	+97,141	New	+$5.6M	2.7%	14

Other funds holding VGSH

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

Biltmore Wealth Management's VGSH Position: Q3 2026 in Review

Biltmore Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.6% in Q3 2026, buying an estimated $615K and bringing the position to 149,767 shares worth $8.62M. The position accounts for 2.67% of the portfolio, ranked #14.

Biltmore Wealth Management first reported a position in VGSH in Q3 2023 and has held it in 13 quarters since. 238 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Biltmore Wealth Management held 149,767 shares of Vanguard Short-Term Treasury ETF worth $8.62M as of Q3 2026.
Biltmore Wealth Management bought 10,616 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $615K.
Vanguard Short-Term Treasury ETF made up 2.67% of Biltmore Wealth Management's portfolio in Q3 2026, its #14 holding.
Biltmore Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and has held it in 13 quarters since.
238 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Biltmore Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.