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MC
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
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
$9.67M
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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
OWM
Orgel Wealth Management
Altoona, Wisconsin
$5.27B AUM
16.18%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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