Founders Financial Securities
VGSH icon

Founders Financial Securities’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Founders Financial Securities’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 		$767K Sell
13,321
-1,214
-8% -$70.4K 0.04% 345
2026
Q2 		$846K Sell
14,535
-28,393
-66% -$1.66M 0.04% 322
2026
Q1 		$2.51M Buy
42,928
+31,670
+281% +$1.86M 0.14% 141
2025
Q4 		$661K Buy
11,258
+1,917
+21% +$113K 0.04% 342
2025
Q3 		$550K Sell
9,341
-24,845
-73% -$1.46M 0.04% 330
2025
Q2 		$2.01M Sell
34,186
-32,180
-48% -$1.88M 0.15% 128
2025
Q1 		$3.91M Buy
66,366
+56,775
+592% +$3.31M 0.33% 67
2024
Q4 		$558K Sell
9,591
-1,551
-14% -$90.5K 0.05% 276
2024
Q3 		$658K Buy
11,142
+4,341
+64% +$254K 0.06% 228
2024
Q2 		$394K Buy
6,801
+1,654
+32% +$95.6K 0.04% 315
2024
Q1 		$299K Buy
5,147
+55
+1% +$3.2K 0.03% 322
2023
Q4 		$297K Buy
+5,092
New +$294K 0.03% 308
2023
Q3 		– Sell
-8,600
Closed -$496K – 352
2023
Q2 		$496K Buy
+8,600
New +$501K 0.07% 214
2022
Q4 		– Sell
-4,899
Closed -$283K – 336
2022
Q3 		$283K Buy
+4,899
New +$287K 0.05% 236
2022
Q1 		– Sell
-75,741
Closed -$4.61M – 287
2021
Q4 		$4.61M Buy
+75,741
New +$4.63M 0.83% 27
2020
Q4 		– Sell
-20,188
Closed -$1.25M – 240
2020
Q3 		$1.25M Sell
20,188
-10,298
-34% -$640K 0.4% 41
2020
Q2 		$1.9M Buy
+30,486
New +$1.9M 0.61% 37

Other funds holding VGSH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Founders Financial Securities's VGSH Position: Q3 2026 in Review

Founders Financial Securities reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 8.4% in Q3 2026, selling an estimated $70.4K and leaving 13,321 shares worth $767K. The position accounts for 0.04% of the portfolio, ranked #345.

Founders Financial Securities first reported a position in VGSH in Q2 2020 and has held it in 17 quarters since. The position peaked at $4.61M in Q4 2021. 708 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Founders Financial Securities held 13,321 shares of Vanguard Short-Term Treasury ETF worth $767K as of Q3 2026.
  • Founders Financial Securities sold 1,214 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $70.4K.
  • Vanguard Short-Term Treasury ETF made up 0.04% of Founders Financial Securities's portfolio in Q3 2026, its #345 holding.
  • Founders Financial Securities first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 17 quarters since.
  • Founders Financial Securities's Vanguard Short-Term Treasury ETF position peaked at $4.61M in Q4 2021.
  • 708 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.