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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Welch Group's VGSH Position: Q2 2026 in Review

Welch Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.6% in Q2 2026, selling an estimated $61.8K and leaving 65,275 shares worth $3.8M. The position accounts for 0.13% of the portfolio, ranked #71.

Welch Group first reported a position in VGSH in Q2 2020 and has held it in 14 quarters since. The position peaked at $3.88M in Q1 2026. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Welch Group held 65,275 shares of Vanguard Short-Term Treasury ETF worth $3.8M as of Q2 2026.
Welch Group sold 1,060 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $61.8K.
Vanguard Short-Term Treasury ETF made up 0.13% of Welch Group's portfolio in Q2 2026, its #71 holding.
Welch Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 14 quarters since.
Welch Group's Vanguard Short-Term Treasury ETF position peaked at $3.88M in Q1 2026.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.