Middleton & Co
VGSH icon

Middleton & Co’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Middleton & Co’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 Sell
175,239
-9,590
-5% -$556K 1.07% 26
2026
Q2 		$10.8M Buy
184,829
+600
+0.3% +$35K 1.14% 25
2026
Q1 		$10.8M Buy
184,229
+6,025
+3% +$354K 1.23% 26
2025
Q4 		$10.5M Buy
178,204
+13,330
+8% +$784K 1.11% 29
2025
Q3 		$9.7M Buy
164,874
+440
+0.3% +$25.8K 1.05% 32
2025
Q2 		$9.7M Buy
164,434
+14,925
+10% +$874K 1.09% 30
2025
Q1 		$8.77M Buy
149,509
+11,629
+8% +$679K 1.03% 33
2024
Q4 		$8.02M Sell
137,880
-4,870
-3% -$284K 0.89% 38
2024
Q3 		$8.43M Buy
142,750
+15,120
+12% +$886K 0.93% 39
2024
Q2 		$7.4M Sell
127,630
-320
-0.3% -$18.5K 0.86% 40
2024
Q1 		$7.43M Sell
127,950
-4,130
-3% -$240K 0.86% 40
2023
Q4 		$7.7M Buy
132,080
+2,754
+2% +$159K 0.96% 36
2023
Q3 		$7.45M Sell
129,326
-808
-0.6% -$46.6K 1.03% 34
2023
Q2 		$7.51M Buy
130,134
+25,500
+24% +$1.48M 1% 38
2023
Q1 		$6.13M Buy
104,634
+14,557
+16% +$845K 0.88% 42
2022
Q4 		$5.21M Sell
90,077
-16,375
-15% -$946K 0.77% 44
2022
Q3 		$6.15M Buy
+106,452
New +$6.23M 0.94% 39

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 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
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
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Presilium Private Wealth
Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 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

Middleton & Co's VGSH Position: Q3 2026 in Review

Middleton & Co reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.2% in Q3 2026, selling an estimated $556K and leaving 175,239 shares worth $10.1M. The position accounts for 1.07% of the portfolio, ranked #26.

Middleton & Co first reported a position in VGSH in Q3 2022 and has held it in 17 quarters since. The position peaked at $10.8M in Q1 2026. 514 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Middleton & Co held 175,239 shares of Vanguard Short-Term Treasury ETF worth $10.1M as of Q3 2026.
  • Middleton & Co sold 9,590 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $556K.
  • Vanguard Short-Term Treasury ETF made up 1.07% of Middleton & Co's portfolio in Q3 2026, its #26 holding.
  • Middleton & Co first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 17 quarters since.
  • Middleton & Co's Vanguard Short-Term Treasury ETF position peaked at $10.8M in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.