VGSH — VANGUARD SHORT TERM GOVT BOND

Ownership history in Evensky & Katz LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Evensky & Katz LLC reported a position in VANGUARD SHORT TERM GOVT BOND (VGSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.05% (2023 Q3)
Avg. % of fund
2.36%
First filed
2017 Q3
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,266,169 +45,213 +3.7% 4.20% $74.4M $58.38
2025 Q3 ADDED 1,220,956 +45,307 +3.9% 4.17% $71.9M $57.75
2025 Q2 ADDED 1,175,649 +17,816 +1.5% 4.22% $69.1M $57.10
2025 Q1 ADDED 1,157,833 +25,235 +2.2% 4.56% $68.0M $56.42
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGSH price (monthly, adj. close)

Other funds also holding VGSH

As of 2025 Q4 — sorted by position size

INSIGHT 2811, INC. 3Y 7Y 21.34% Strata Wealth Advisors, LLC 14.79% Cornerstone Wealth Advisors, Inc. 3Y 12.97% MAYPORT, LLC 3Y 12.93% Vernal Point Advisors, LLC 11.82% Cordant, Inc. 3Y 11.54% Five Oceans Advisors 3Y 11.47% Wright Wealth LLC 11.34% Chemistry Wealth Management LLC 3Y 11.34% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 10.62%
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