Whitcomb & Hess’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Whitcomb & Hess’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	$16.2M	Buy	281,232 +6,425	+2%	+$372K	3.47%	10
2026 Q2	$16M	Buy	274,807 +8,130	+3%	+$474K	3.45%	10
2026 Q1	$15.6M	Buy	266,677 +4,439	+2%	+$261K	3.64%	10
2025 Q4	$15.4M	Buy	262,238 +26,952	+11%	+$1.58M	3.63%	10
2025 Q3	$13.8M	Buy	235,286 +18,124	+8%	+$1.06M	3.56%	11
2025 Q2	$12.8M	Buy	217,162 +3,707	+2%	+$217K	3.6%	9
2025 Q1	$12.5M	Buy	213,455 +1,641	+0.8%	+$95.8K	3.79%	9
2024 Q4	$12.3M	Buy	211,814 +3,343	+2%	+$195K	3.81%	9
2024 Q3	$12.3M	Sell	208,471 -5,242	-2%	-$307K	3.66%	9
2024 Q2	$12.4M	Buy	213,713 +8,373	+4%	+$484K	3.86%	10
2024 Q1	$11.9M	Buy	205,340 +11,402	+6%	+$663K	3.83%	10
2023 Q4	$11.3M	Buy	193,938 +2,195	+1%	+$127K	3.89%	10
2023 Q3	$11M	Buy	191,743 +1,916	+1%	+$110K	4.13%	10
2023 Q2	$11M	Buy	189,827 +9,977	+6%	+$581K	4%	11
2023 Q1	$10.5M	Buy	179,850 +4,962	+3%	+$288K	3.99%	11
2022 Q4	$10.1M	Buy	174,888 +7,833	+5%	+$453K	4.04%	10
2022 Q3	$9.7M	Buy	167,055 +2,295	+1%	+$134K	4.35%	10
2022 Q2	$9.7M	Buy	+164,760	New	+$9.7M	4.2%	10

Other funds holding VGSH

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Whitcomb & Hess's VGSH Position: Q3 2026 in Review

Whitcomb & Hess increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.3% in Q3 2026, buying an estimated $372K and bringing the position to 281,232 shares worth $16.2M. The position accounts for 3.47% of the portfolio, ranked #10.

Whitcomb & Hess first reported a position in VGSH in Q2 2022 and has held it in 18 quarters since. 660 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Whitcomb & Hess held 281,232 shares of Vanguard Short-Term Treasury ETF worth $16.2M as of Q3 2026.
Whitcomb & Hess bought 6,425 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $372K.
Vanguard Short-Term Treasury ETF made up 3.47% of Whitcomb & Hess's portfolio in Q3 2026, its #10 holding.
Whitcomb & Hess first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 18 quarters since.
660 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.