VGSH β€” VANGUARD SHORT-TERM GOV BF

Ownership history in Montecito Bank & Trust  Β·  27 quarters on record

AI Ownership Summary

Montecito Bank & Trust reported VANGUARD SHORT-TERM GOV BF (VGSH) in 27 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.46% in 2023 Q3. The latest visible filing shows VGSH at 2.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VGSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Montecito Bank & Trust's position in VANGUARD SHORT-TERM GOV BF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VGSH was reported at 2.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.46% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Montecito Bank & Trust held VGSH β€” position size vs. price
% of Fund (quarterly)    VGSH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 230,848 +7,432 +3.3% 2.16% $13.6M 2026-02-14 (Est.) $58.72
2025 Q3 REDUCED 223,416 -16,075 -6.7% 2.04% $13.1M 2025-10-07 $57.83
2025 Q1 ADDED 239,491 +12,685 +5.6% 2.49% $14.1M 2025-04-17 $56.64
2024 Q4 ADDED 226,806 +29,132 +14.7% 2.29% $13.2M 2025-01-21 $55.64
2024 Q3 ADDED 197,674 +6,855 +3.6% 1.99% $11.7M 2024-10-31 $55.26
2024 Q2 REDUCED 190,819 -5,823 -3.0% 2.25% $11.1M 2024-07-17 $54.42
2024 Q1 REDUCED 196,642 -42,554 -17.8% 2.28% $11.4M 2024-04-09 $53.49
2023 Q4 REDUCED 239,196 -17,199 -6.7% 3.00% $14.0M 2024-01-05 $53.31
2023 Q3 ADDED 256,395 +1,249 +0.5% 3.46% $14.8M 2023-10-16 $52.14
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Montecito Bank & Trust and VGSH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Montecito Bank & Trust reported owning VGSH?

Montecito Bank & Trust reported VGSH across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VGSH position in Montecito Bank & Trust's portfolio?

The largest reported portfolio weight for VGSH was 3.46% in 2023 Q3.

What is the latest reported VGSH position on this page?

The most recent filing on this page is 2025 Q4, when Montecito Bank & Trust reported 230,848 shares, equal to 2.16% of portfolio, with an estimated market value of $13.6M.

What does the chart on this VGSH ownership page compare?

The chart compares Montecito Bank & Trust's quarterly VGSH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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