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

Birchbrook’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	$2.28M	Buy	39,580 +1,612	+4%	+$93.4K	1.09%	21
2026 Q2	$2.21M	Buy	37,968 +675	+2%	+$39.3K	1.04%	19
2026 Q1	$2.18M	Buy	37,293 +1,677	+5%	+$98.4K	1.07%	19
2025 Q4	$2.09M	Buy	35,616 +1,758	+5%	+$103K	1.04%	20
2025 Q3	$1.99M	Buy	33,858 +662	+2%	+$38.8K	1.03%	20
2025 Q2	$1.95M	Sell	33,196 -5,539	-14%	-$324K	1.05%	19
2025 Q1	$2.27M	Sell	38,735 -17,497	-31%	-$1.02M	1.28%	16
2024 Q4	$3.27M	Buy	56,232 +5,822	+12%	+$340K	1.86%	11
2024 Q3	$2.98M	Buy	50,410 +4,773	+10%	+$280K	1.65%	11
2024 Q2	$2.65M	Buy	45,637 +716	+2%	+$41.4K	1.59%	13
2024 Q1	$2.61M	Buy	44,921 +13,897	+45%	+$808K	1.55%	13
2023 Q4	$1.81M	Buy	+31,024	New	+$1.79M	1.19%	18

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 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

Birchbrook's VGSH Position: Q3 2026 in Review

Birchbrook increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.2% in Q3 2026, buying an estimated $93.4K and bringing the position to 39,580 shares worth $2.28M. The position accounts for 1.09% of the portfolio, ranked #21.

Birchbrook first reported a position in VGSH in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.27M in Q4 2024. 514 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Birchbrook held 39,580 shares of Vanguard Short-Term Treasury ETF worth $2.28M as of Q3 2026.
Birchbrook bought 1,612 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $93.4K.
Vanguard Short-Term Treasury ETF made up 1.09% of Birchbrook's portfolio in Q3 2026, its #21 holding.
Birchbrook first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Vanguard Short-Term Treasury ETF position peaked at $3.27M in Q4 2024.
514 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.