Welch Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Welch Group’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	$2.25M	Sell	39,034 -26,241	-40%	-$1.52M	0.08%	81
2026 Q2	$3.8M	Sell	65,275 -1,060	-2%	-$61.8K	0.13%	71
2026 Q1	$3.88M	Buy	66,335 +2,910	+5%	+$171K	0.15%	70
2025 Q4	$3.72M	Buy	63,425 +9,078	+17%	+$534K	0.14%	70
2025 Q3	$3.2M	Buy	54,347 +16,871	+45%	+$990K	0.12%	66
2025 Q2	$2.2M	Sell	37,476 -6,537	-15%	-$383K	0.09%	72
2025 Q1	$2.58M	Buy	44,013 +8,809	+25%	+$514K	0.11%	65
2024 Q4	$2.05M	Buy	+35,204	New	+$2.05M	0.09%	70
2022 Q1	–	Sell	-6,133	Closed	-$373K	–	226
2021 Q4	$373K	Sell	6,133 -2,023	-25%	-$124K	0.02%	149
2021 Q3	$501K	Buy	8,156 +6	+0.1%	+$369	0.03%	109
2021 Q2	$501K	Buy	8,150 +8	+0.1%	+$492	0.03%	108
2021 Q1	$501K	Buy	8,142 +6	+0.1%	+$369	0.04%	108
2020 Q4	$501K	Buy	8,136 +67	+0.8%	+$4.15K	0.04%	98
2020 Q3	$501K	Buy	8,069 +20	+0.2%	+$1.24K	0.04%	92
2020 Q2	$501K	Buy	+8,049	New	+$501K	0.05%	84

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Welch Group's VGSH Position: Q3 2026 in Review

Welch Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 40% in Q3 2026, selling an estimated $1.52M and leaving 39,034 shares worth $2.25M. The position accounts for 0.08% of the portfolio, ranked #81.

Welch Group first reported a position in VGSH in Q2 2020 and has held it in 15 quarters since. The position peaked at $3.88M in Q1 2026. 488 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Welch Group held 39,034 shares of Vanguard Short-Term Treasury ETF worth $2.25M as of Q3 2026.
Welch Group sold 26,241 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $1.52M.
Vanguard Short-Term Treasury ETF made up 0.08% of Welch Group's portfolio in Q3 2026, its #81 holding.
Welch Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 15 quarters since.
Welch Group's Vanguard Short-Term Treasury ETF position peaked at $3.88M in Q1 2026.
488 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.