Marotta Asset Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Marotta Asset 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	$7.69M	Buy	133,587 +9,783	+8%	+$567K	1.31%	27
2026 Q2	$7.18M	Buy	123,804 +14,428	+13%	+$841K	1.2%	28
2026 Q1	$6.38M	Buy	109,376 +11,672	+12%	+$685K	1.17%	29
2025 Q4	$5.74M	Buy	97,704 +12,236	+14%	+$719K	1.06%	30
2025 Q3	$5.02M	Buy	85,468 +7,347	+9%	+$431K	0.94%	31
2025 Q2	$4.59M	Sell	78,121 -7,131	-8%	-$418K	0.92%	30
2025 Q1	$5.03M	Sell	85,252 -7,174	-8%	-$419K	0.99%	28
2024 Q4	$5.38M	Buy	92,426 +7,174	+8%	+$419K	1.12%	26
2024 Q3	$5.03M	Buy	85,252 +4,207	+5%	+$246K	0.99%	28
2024 Q2	$4.68M	Buy	81,045 +14,337	+21%	+$828K	0.97%	29
2024 Q1	$3.87M	Buy	66,708 +5	+0%	+$291	0.8%	32
2023 Q4	$3.89M	Buy	66,703 +6,877	+11%	+$398K	0.84%	31
2023 Q3	$3.45M	Sell	59,826 -2,402	-4%	-$138K	0.8%	31
2023 Q2	$3.59M	Buy	+62,228	New	+$3.62M	0.8%	30
2022 Q4	$3.4M	Buy	58,798 +33,086	+129%	+$1.91M	0.82%	34
2022 Q3	$1.49M	Sell	25,712 -386	-1%	-$22.6K	0.39%	40
2022 Q2	$1.54M	Sell	26,098 -239	-0.9%	-$14.1K	0.38%	41
2022 Q1	$1.56M	Buy	26,337 +15,996	+155%	+$961K	0.36%	38
2021 Q4	$629K	Buy	10,341 +1,271	+14%	+$77.7K	0.14%	60
2021 Q3	$557K	Buy	9,070 +2,067	+30%	+$127K	0.13%	61
2021 Q2	$430K	Buy	7,003 +1,961	+39%	+$121K	0.1%	67
2021 Q1	$310K	Sell	5,042 -1,177	-19%	-$72.5K	0.08%	74
2020 Q4	$383K	Hold	6,219	–	–	0.1%	56
2020 Q3	$386K	Hold	6,219	–	–	0.12%	57
2020 Q2	$387K	Hold	6,219	–	–	0.12%	59
2020 Q1	$387K	Sell	6,219 -145	-2%	-$8.9K	0.15%	56
2019 Q4	$388K	Buy	+6,364	New	+$387K	0.12%	67

Other funds holding VGSH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 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

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 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

Marotta Asset Management's VGSH Position: Q3 2026 in Review

Marotta Asset Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.9% in Q3 2026, buying an estimated $567K and bringing the position to 133,587 shares worth $7.69M. The position accounts for 1.31% of the portfolio, ranked #27.

Marotta Asset Management first reported a position in VGSH in Q4 2019 and has held it in 27 quarters since. 708 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Marotta Asset Management held 133,587 shares of Vanguard Short-Term Treasury ETF worth $7.69M as of Q3 2026.
Marotta Asset Management bought 9,783 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $567K.
Vanguard Short-Term Treasury ETF made up 1.31% of Marotta Asset Management's portfolio in Q3 2026, its #27 holding.
Marotta Asset Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and has held it in 27 quarters since.
708 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Marotta Asset Management's 13F filing for Q3 2026, filed 2 Oct 2026.