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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
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Thomas Story & Son's VGSH Position: Q2 2026 in Review

Thomas Story & Son increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 34% in Q2 2026, buying an estimated $1.17M and bringing the position to 78,903 shares worth $4.59M. The position accounts for 1.62% of the portfolio, ranked #22.

Thomas Story & Son first reported a position in VGSH in Q1 2025 and has held it in 6 quarters since. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Thomas Story & Son held 78,903 shares of Vanguard Short-Term Treasury ETF worth $4.59M as of Q2 2026.
  • Thomas Story & Son bought 20,101 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.17M.
  • Vanguard Short-Term Treasury ETF made up 1.62% of Thomas Story & Son's portfolio in Q2 2026, its #22 holding.
  • Thomas Story & Son first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Thomas Story & Son's 13F filing for Q2 2026, filed 23 Jul 2026.