Kathmere Capital Management
VGSH icon

Kathmere Capital Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Kathmere Capital Management’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 		$10.1M Buy
175,277
+8,787
+5% +$509K 0.49% 41
2026
Q2 		$9.7M Buy
166,490
+5,611
+3% +$327K 0.51% 38
2026
Q1 		$9.42M Buy
160,879
+64,120
+66% +$3.76M 0.58% 37
2025
Q4 		$5.68M Buy
96,759
+4,443
+5% +$261K 0.38% 52
2025
Q3 		$5.43M Buy
92,316
+44,685
+94% +$2.62M 0.39% 54
2025
Q2 		$2.8M Buy
47,631
+4,531
+11% +$265K 0.22% 84
2025
Q1 		$2.53M Buy
43,100
+24,234
+128% +$1.41M 0.21% 79
2024
Q4 		$1.1M Buy
18,866
+228
+1% +$13.3K 0.1% 130
2024
Q3 		$1.1M Buy
18,638
+297
+2% +$17.4K 0.1% 118
2024
Q2 		$1.06M Buy
+18,341
New +$1.06M 0.11% 105

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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Smithfield Trust
Smithfield Trust Pittsburgh, Pennsylvania $2.51B AUM 13.63% 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

Kathmere Capital Management's VGSH Position: Q3 2026 in Review

Kathmere Capital Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.3% in Q3 2026, buying an estimated $509K and bringing the position to 175,277 shares worth $10.1M. The position accounts for 0.49% of the portfolio, ranked #41.

Kathmere Capital Management first reported a position in VGSH in Q2 2024 and has held it in 10 quarters since. 765 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Kathmere Capital Management held 175,277 shares of Vanguard Short-Term Treasury ETF worth $10.1M as of Q3 2026.
  • Kathmere Capital Management bought 8,787 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $509K.
  • Vanguard Short-Term Treasury ETF made up 0.49% of Kathmere Capital Management's portfolio in Q3 2026, its #41 holding.
  • Kathmere Capital Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2024 and has held it in 10 quarters since.
  • 765 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.