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 Q3	$254K	Sell	4,421 -1,031	-19%	-$59.7K	0.31%	26
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

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

Charis Legacy Partners's VGSH Position: Q3 2026 in Review

Charis Legacy Partners reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 19% in Q3 2026, selling an estimated $59.7K and leaving 4,421 shares worth $254K. The position accounts for 0.31% of the portfolio, ranked #26.

Charis Legacy Partners first reported a position in VGSH in Q4 2024 and has held it in 8 quarters since. The position peaked at $504K in Q4 2024. 514 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Charis Legacy Partners held 4,421 shares of Vanguard Short-Term Treasury ETF worth $254K as of Q3 2026.
Charis Legacy Partners sold 1,031 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $59.7K.
Vanguard Short-Term Treasury ETF made up 0.31% of Charis Legacy Partners's portfolio in Q3 2026, its #26 holding.
Charis Legacy Partners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
Charis Legacy Partners's Vanguard Short-Term Treasury ETF position peaked at $504K in Q4 2024.
514 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Charis Legacy Partners's 13F filing for Q3 2026, filed 22 Oct 2026.