Intelligence Driven Advisers, LLC VGSH holdings history
VANGUARD SHORT-TERM TREASURY · CUSIP 92206C102 · CIK 1819955
As of Sep 30, 2026, Intelligence Driven Advisers, LLC reported 27.54K VGSH (shares), valued at $1.58M, or 0.27% of its reported non-derivative portfolio. Filed Oct 9, 2026.
Verify history & sources →Shares decreased 33.85%; reported value decreased 34.57%, and weight changed -0.12 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 |
|---|---|---|---|
| Q3 2026 | 0.27% | 27,535 | SEC filing ↗Filed Oct 9, 2026 |
| Q2 2026 | 0.39% | 41,622 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 0.40% | 39,035 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 0.26% | 31,350 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 0.31% | 38,296 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 0.33% | 37,522 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 0.41% | 36,146 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 0.40% | 36,314 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 0.41% | 49,054 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 0.71% | 86,674 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 1.06% | 123,303 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 9.12% | 963,962 | SEC filing ↗Filed Feb 6, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 9.12% | 963,962 | $56.43M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 1.06% | 123,303 | $7.16M | Shares decreased 87.21%; reported value decreased 87.31%, and weight changed -8.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 0.71% | 86,674 | $5.03M | Shares decreased 29.71%; reported value decreased 29.80%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 0.41% | 49,054 | $2.90M | Shares decreased 43.40%; reported value decreased 42.40%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 0.40% | 36,314 | $2.11M | Shares decreased 25.97%; reported value decreased 27.03%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 0.41% | 36,146 | $2.12M | Shares decreased 0.46%; reported value increased 0.41%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 0.33% | 37,522 | $2.21M | Shares increased 3.81%; reported value increased 3.97%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 0.31% | 38,296 | $2.25M | Shares increased 2.06%; reported value increased 2.18%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 0.26% | 31,350 | $1.84M | Shares decreased 18.14%; reported value decreased 18.30%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 0.40% | 39,035 | $2.29M | Shares increased 24.51%; reported value increased 24.11%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.39% | 41,622 | $2.42M | Shares increased 6.63%; reported value increased 6.01%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
| Q3 2026 | 0.27% | 27,535 | $1.58M | Shares decreased 33.85%; reported value decreased 34.57%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2026 |
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{"action":"portfolio","cik":"1819955","quarter":"2026Q3","cusip":"92206C102"}
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.