Security Financial Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Security Financial Services’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 Q2	$2.44M	Buy	41,961 +1,663	+4%	+$96.9K	0.34%	56
2026 Q1	$2.36M	Buy	40,298 +4,585	+13%	+$269K	0.37%	55
2025 Q4	$2.1M	Buy	35,713 +2,976	+9%	+$175K	0.33%	54
2025 Q3	$1.93M	Buy	32,737 +4,289	+15%	+$252K	0.31%	54
2025 Q2	$1.67M	Buy	28,448 +172	+0.6%	+$10.1K	0.3%	55
2025 Q1	$1.66M	Buy	28,276 +1,135	+4%	+$66.2K	0.33%	52
2024 Q4	$1.58M	Buy	27,141 +619	+2%	+$36.1K	0.32%	53
2024 Q3	$1.57M	Buy	26,522 +5,745	+28%	+$336K	0.32%	50
2024 Q2	$1.2M	Buy	+20,777	New	+$1.2M	0.26%	62
2024 Q1	–	Sell	-4,925	Closed	-$287K	–	196
2023 Q4	$287K	Buy	4,925 +700	+17%	+$40.5K	0.07%	131
2023 Q3	$243K	Hold	4,225	–	–	0.07%	143
2023 Q2	$244K	Hold	4,225	–	–	0.07%	133
2023 Q1	$247K	Buy	+4,225	New	+$245K	0.08%	124

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return