WBH ADVISORY INC VGSH holdings history
VANGUARD SHORT-TERM TREASURY · CUSIP 92206C102 · CIK 1259671
As of 2026-06-30, WBH ADVISORY INC reported 359.07K VGSH (shares), valued at $20.90M, or 1.40% of its reported non-derivative portfolio. Filed 2026-08-05.
Verify history & sources →Shares increased 3.67%; reported value increased 3.42%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.40% | 359,071 | SEC filing ↗Filed Aug 5, 2026 |
| Q1 2026 | 1.51% | 346,364 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 1.44% | 331,265 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 1.42% | 315,052 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 1.65% | 330,248 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 1.97% | 359,196 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 2.14% | 396,986 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 2.36% | 422,890 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 2.58% | 439,098 | SEC filing ↗Filed Jul 11, 2024 |
| Q1 2024 | 1.87% | 312,940 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 2.31% | 355,684 | SEC filing ↗Filed Jan 9, 2024 |
| Q3 2023 | 1.75% | 248,008 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.75% | 248,008 | $14.29M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 2.31% | 355,684 | $20.75M | Shares increased 43.42%; reported value increased 45.23%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2024 |
| Q1 2024 | 1.87% | 312,940 | $18.17M | Shares decreased 12.02%; reported value decreased 12.41%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 2.58% | 439,098 | $25.46M | Shares increased 40.31%; reported value increased 40.12%, and weight changed +0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2024 |
| Q3 2024 | 2.36% | 422,890 | $24.96M | Shares decreased 3.69%; reported value decreased 1.98%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 2.14% | 396,986 | $23.10M | Shares decreased 6.13%; reported value decreased 7.46%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 1.97% | 359,196 | $21.08M | Shares decreased 9.52%; reported value decreased 8.73%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 1.65% | 330,248 | $19.41M | Shares decreased 8.06%; reported value decreased 7.92%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 1.42% | 315,052 | $18.54M | Shares decreased 4.60%; reported value decreased 4.49%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 1.44% | 331,265 | $19.46M | Shares increased 5.15%; reported value increased 4.93%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 1.51% | 346,364 | $20.21M | Shares increased 4.56%; reported value increased 3.86%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 1.40% | 359,071 | $20.90M | Shares increased 3.67%; reported value increased 3.42%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2026 |
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