Values First Advisors
VGSH icon

Values First Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Values First Advisors’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 		$15.9M Buy
277,054
+103,267
+59% +$5.98M 7.5% 1
2026
Q2 		$10.1M Buy
173,787
+9,494
+6% +$553K 4.62% 1
2026
Q1 		$9.6M Buy
164,293
+2,880
+2% +$169K 5.01% 1
2025
Q4 		$9.48M Buy
161,413
+8,128
+5% +$478K 4.92% 1
2025
Q3 		$9.02M Buy
153,285
+25,643
+20% +$1.5M 4.83% 1
2025
Q2 		$7.5M Sell
127,642
-4,099
-3% -$240K 4.09% 2
2025
Q1 		$7.73M Buy
131,741
+647
+0.5% +$37.8K 4.51% 2
2024
Q4 		$7.63M Sell
131,094
-26,848
-17% -$1.57M 4.2% 2
2024
Q3 		$9.32M Buy
157,942
+80,569
+104% +$4.72M 5.06% 2
2024
Q2 		$4.49M Buy
77,373
+754
+1% +$43.6K 2.69% 4
2024
Q1 		$4.45M Buy
76,619
+3,683
+5% +$214K 2.61% 4
2023
Q4 		$4.25M Buy
72,936
+9,369
+15% +$542K 2.57% 4
2023
Q3 		$3.66M Sell
63,567
-604
-0.9% -$34.8K 2.37% 7
2023
Q2 		$3.7M Buy
64,171
+1,440
+2% +$83.8K 2.24% 7
2023
Q1 		$3.67M Buy
62,731
+425
+0.7% +$24.7K 2.34% 5
2022
Q4 		$3.6M Sell
62,306
-19,378
-24% -$1.12M 2.51% 5
2022
Q3 		$4.72M Buy
81,684
+2,178
+3% +$128K 3.39% 4
2022
Q2 		$4.68M Buy
79,506
+35,770
+82% +$2.11M 3.32% 3
2022
Q1 		$2.59M Sell
43,736
-666
-1% -$40K 1.64% 11
2021
Q4 		$2.7M Buy
44,402
+8,155
+22% +$499K 1.6% 10
2021
Q3 		$2.23M Buy
36,247
+3,289
+10% +$202K 1.44% 19
2021
Q2 		$2.02M Buy
32,958
+1,344
+4% +$82.7K 1.37% 24
2021
Q1 		$1.94M Buy
31,614
+2,023
+7% +$125K 1.44% 16
2020
Q4 		$1.82M Buy
29,591
+898
+3% +$55.7K 1.45% 16
2020
Q3 		$1.78M Buy
28,693
+3,961
+16% +$246K 1.64% 10
2020
Q2 		$1.54M Sell
24,732
-561
-2% -$34.9K 1.52% 12
2020
Q1 		$1.58M Buy
25,293
+1,293
+5% +$79.3K 1.89% 9
2019
Q4 		$1.46M Buy
+24,000
New +$1.46M 1.41% 20

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

Values First Advisors's VGSH Position: Q3 2026 in Review

Values First Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 59% in Q3 2026, buying an estimated $5.98M and bringing the position to 277,054 shares worth $15.9M. The position accounts for 7.5% of the portfolio, ranked #1.

Values First Advisors first reported a position in VGSH in Q4 2019 and has held it in 28 quarters since. 461 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • Values First Advisors held 277,054 shares of Vanguard Short-Term Treasury ETF worth $15.9M as of Q3 2026.
  • Values First Advisors bought 103,267 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $5.98M.
  • Vanguard Short-Term Treasury ETF made up 7.5% of Values First Advisors's portfolio in Q3 2026, its #1 holding.
  • Values First Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and has held it in 28 quarters since.
  • 461 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.