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Compton Wealth Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Compton Wealth Advisory Group’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 		$8.34M Sell
145,031
-26,134
-15% -$1.51M 1.71% 18
2026
Q2 		$9.9M Buy
171,165
+10,152
+6% +$592K 2% 15
2026
Q1 		$9.39M Buy
161,013
+7,158
+5% +$420K 2.09% 15
2025
Q4 		$9.04M Sell
153,855
-4,692
-3% -$276K 1.97% 16
2025
Q3 		$9.33M Sell
158,547
-3,185
-2% -$187K 2.16% 15
2025
Q2 		$9.5M Buy
161,732
+1,959
+1% +$115K 2.4% 13
2025
Q1 		$9.38M Buy
159,773
+20,420
+15% +$1.19M 2.6% 11
2024
Q4 		$8.11M Buy
139,353
+38,668
+38% +$2.26M 2.09% 15
2024
Q3 		$5.94M Buy
100,685
+97,146
+2,745% +$5.69M 1.5% 20
2024
Q2 		$205K Buy
+3,539
New +$205K 0.05% 103
2023
Q3 		– Sell
-10,213
Closed -$590K – 93
2023
Q2 		$590K Buy
10,213
+122
+1% +$7.1K 0.2% 62
2023
Q1 		$591K Buy
10,091
+688
+7% +$39.9K 0.2% 59
2022
Q4 		$544K Sell
9,403
-61
-0.6% -$3.52K 0.21% 66
2022
Q3 		$547K Sell
9,464
-101
-1% -$5.91K 0.23% 63
2022
Q2 		$563K Sell
9,565
-344
-3% -$20.3K 0.24% 68
2022
Q1 		$587K Buy
9,909
+282
+3% +$16.9K 0.23% 72
2021
Q4 		$586K Sell
9,627
-1,606
-14% -$98.2K 0.25% 61
2021
Q3 		$690K Buy
11,233
+2,560
+30% +$157K 0.32% 54
2021
Q2 		$533K Buy
8,673
+402
+5% +$24.7K 0.25% 61
2021
Q1 		$509K Sell
8,271
-387
-4% -$23.8K 0.29% 58
2020
Q4 		$533K Sell
8,658
-620
-7% -$38.4K 0.33% 51
2020
Q3 		$576K Buy
+9,278
New +$576K 0.43% 47

Other funds holding VGSH

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Klaas Financial Asset Advisors
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
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
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

Compton Wealth Advisory Group's VGSH Position: Q3 2026 in Review

Compton Wealth Advisory Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 15% in Q3 2026, selling an estimated $1.51M and leaving 145,031 shares worth $8.34M. The position accounts for 1.71% of the portfolio, ranked #18.

Compton Wealth Advisory Group first reported a position in VGSH in Q3 2020 and has held it in 22 quarters since. The position peaked at $9.9M in Q2 2026. 233 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Compton Wealth Advisory Group held 145,031 shares of Vanguard Short-Term Treasury ETF worth $8.34M as of Q3 2026.
  • Compton Wealth Advisory Group sold 26,134 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $1.51M.
  • Vanguard Short-Term Treasury ETF made up 1.71% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #18 holding.
  • Compton Wealth Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and has held it in 22 quarters since.
  • Compton Wealth Advisory Group's Vanguard Short-Term Treasury ETF position peaked at $9.9M in Q2 2026.
  • 233 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.