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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Biltmore Wealth Management's VGSH Position: Q2 2026 in Review

Biltmore Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.4% in Q2 2026, selling an estimated $202K and leaving 139,151 shares worth $8.1M. The position accounts for 2.53% of the portfolio, ranked #14.

Biltmore Wealth Management first reported a position in VGSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.35M in Q1 2026. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Biltmore Wealth Management held 139,151 shares of Vanguard Short-Term Treasury ETF worth $8.1M as of Q2 2026.
  • Biltmore Wealth Management sold 3,471 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $202K.
  • Vanguard Short-Term Treasury ETF made up 2.53% of Biltmore Wealth Management's portfolio in Q2 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 12 quarters since.
  • Biltmore Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $8.35M in Q1 2026.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.