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Charis Legacy Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Charis Legacy Partners’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
Q2 		$317K Sell
5,452
-566
-9% -$33K 0.39% 23
2026
Q1 		$352K Sell
6,018
-338
-5% -$19.8K 0.52% 21
2025
Q4 		$373K Sell
6,356
-802
-11% -$47.1K 0.55% 19
2025
Q3 		$421K Sell
7,158
-521
-7% -$30.6K 0.63% 20
2025
Q2 		$451K Sell
7,679
-745
-9% -$43.6K 0.74% 19
2025
Q1 		$494K Sell
8,424
-240
-3% -$14K 0.94% 19
2024
Q4 		$504K Buy
+8,664
New +$506K 1.03% 17

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Charis Legacy Partners's VGSH Position: Q2 2026 in Review

Charis Legacy Partners reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 9.4% in Q2 2026, selling an estimated $33K and leaving 5,452 shares worth $317K. The position accounts for 0.39% of the portfolio, ranked #23.

Charis Legacy Partners first reported a position in VGSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $504K in Q4 2024. 463 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Charis Legacy Partners held 5,452 shares of Vanguard Short-Term Treasury ETF worth $317K as of Q2 2026.
  • Charis Legacy Partners sold 566 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $33K.
  • Vanguard Short-Term Treasury ETF made up 0.39% of Charis Legacy Partners's portfolio in Q2 2026, its #23 holding.
  • Charis Legacy Partners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Charis Legacy Partners's Vanguard Short-Term Treasury ETF position peaked at $504K in Q4 2024.
  • 463 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.