Thomas Story & Son
VGSH icon

Thomas Story & Son’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Thomas Story & Son’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 		$5.82M Buy
101,131
+22,228
+28% +$1.29M 2.01% 20
2026
Q2 		$4.59M Buy
78,903
+20,101
+34% +$1.17M 1.62% 22
2026
Q1 		$3.44M Sell
58,802
-10,254
-15% -$602K 1.32% 25
2025
Q4 		$4.06M Sell
69,056
-203
-0.3% -$11.9K 1.51% 24
2025
Q3 		$4.08M Sell
69,259
-1,712
-2% -$100K 1.5% 25
2025
Q2 		$4.17M Buy
70,971
+6,810
+11% +$399K 1.6% 24
2025
Q1 		$3.77M Buy
+64,161
New +$3.74M 1.47% 24

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

Thomas Story & Son's VGSH Position: Q3 2026 in Review

Thomas Story & Son increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 28% in Q3 2026, buying an estimated $1.29M and bringing the position to 101,131 shares worth $5.82M. The position accounts for 2.01% of the portfolio, ranked #20.

Thomas Story & Son first reported a position in VGSH in Q1 2025 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Thomas Story & Son held 101,131 shares of Vanguard Short-Term Treasury ETF worth $5.82M as of Q3 2026.
  • Thomas Story & Son bought 22,228 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $1.29M.
  • Vanguard Short-Term Treasury ETF made up 2.01% of Thomas Story & Son's portfolio in Q3 2026, its #20 holding.
  • Thomas Story & Son first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
  • 514 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Thomas Story & Son's 13F filing for Q3 2026, filed 13 Oct 2026.