Kingdom Financial Group
VGSH icon

Kingdom Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Kingdom Financial 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 		$709K Buy
12,323
+10,714
+666% +$621K 0.18% 57
2026
Q2 		$93.6K Sell
1,609
-150
-9% -$8.74K 0.02% 193
2026
Q1 		$103K Sell
1,759
-35,215
-95% -$2.07M 0.03% 203
2025
Q4 		$2.17M Buy
36,974
+25,772
+230% +$1.52M 0.67% 18
2025
Q3 		$659K Buy
11,202
+1,210
+12% +$71K 0.4% 38
2025
Q2 		$587K Sell
9,992
-96,986
-91% -$5.68M 0.51% 25
2025
Q1 		$6.28M Sell
106,978
-12,419
-10% -$725K 4.6% 10
2024
Q4 		$6.95M Sell
119,397
-5,641
-5% -$329K 4.75% 7
2024
Q3 		$7.38M Sell
125,038
-1,061
-0.8% -$62.1K 5.52% 9
2024
Q2 		$7.31M Buy
126,099
+20,980
+20% +$1.21M 4.95% 7
2024
Q1 		$6.1M Buy
105,119
+44,291
+73% +$2.58M 4.29% 8
2023
Q4 		$3.55M Sell
60,828
-7,807
-11% -$451K 3.09% 12
2023
Q3 		$3.95M Buy
68,635
+3,007
+5% +$173K 3.72% 8
2023
Q2 		$3.79M Buy
+65,628
New +$3.82M 3.72% 9

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
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
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Kingdom Financial Group's VGSH Position: Q3 2026 in Review

Kingdom Financial Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 666% in Q3 2026, buying an estimated $621K and bringing the position to 12,323 shares worth $709K. The position accounts for 0.18% of the portfolio, ranked #57.

Kingdom Financial Group first reported a position in VGSH in Q2 2023 and has held it in 14 quarters since. The position peaked at $7.38M in Q3 2024. 754 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Kingdom Financial Group held 12,323 shares of Vanguard Short-Term Treasury ETF worth $709K as of Q3 2026.
  • Kingdom Financial Group bought 10,714 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $621K.
  • Vanguard Short-Term Treasury ETF made up 0.18% of Kingdom Financial Group's portfolio in Q3 2026, its #57 holding.
  • Kingdom Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 14 quarters since.
  • Kingdom Financial Group's Vanguard Short-Term Treasury ETF position peaked at $7.38M in Q3 2024.
  • 754 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.