TRUSTMARK BANK TRUST DEPARTMENT VGSH — VANGUARD GROUP INC/THE

Ownership history in TRUSTMARK BANK TRUST DEPARTMENT  ·  13 quarters on record

AI Ownership Summary

TRUSTMARK BANK TRUST DEPARTMENT reported VANGUARD GROUP INC/THE (VGSH) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.0% in 2025 Q4. The latest visible filing shows VGSH at 4.00% 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 TRUSTMARK BANK TRUST DEPARTMENT's position in VANGUARD GROUP INC/THE, 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 4.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.0% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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.

VGSH stock page TRUSTMARK BANK TRUST DEPARTMENT fund profile TRUSTMARK BANK TRUST DEPARTMENT full holdings
How TRUSTMARK BANK TRUST DEPARTMENT held VGSH — position size vs. price
% of Fund (quarterly)    VGSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,078,654 +68,298 +6.8% 4.00% $63.3M 2026-02-14 (Est.) $58.53
2025 Q3 ADDED — — — 1,010,356 +225,479 +28.7% 3.86% $59.5M 2025-11-12 $57.84
2025 Q2 ADDED — — — 784,877 +9,841 +1.3% 3.19% $46.1M 2025-08-13 $57.24
2025 Q1 ADDED — — — 775,036 +130,558 +20.3% 3.37% $45.5M 2025-05-12 $56.36
2024 Q4 ADDED — — — 644,478 +322,042 +99.9% 2.79% $37.5M 2025-02-13 $55.58
2024 Q3 ADDED — — — 322,436 +230,026 +248.9% 1.44% $19.0M 2024-11-08 $55.06
2024 Q2 ADDED — — — 92,410 +6,195 +7.2% 0.43% $5.4M 2024-08-14 $54.87
2024 Q1 ADDED — — — 86,215 +42,156 +95.7% 0.41% $5.0M 2024-05-10 $53.43
2023 Q4 REDUCED 31.3% +0.1% ❌ 44,059 -20,080 -31.3% 0.23% $2.6M 2024-02-14 $53.16
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VGSH

As of 2026 Q1 — sorted by position size

Vertex Investment Solutions Co., Ltd. 27.3% Arlington Partners LLC 3Y 7Y 26.36% Arlington Trust Co LLC 15.95% BluePrint Investing LLC 15.51% Cornerstone Wealth Advisors, Inc. 3Y 14.18% Drum Hill Capital, LLC 13.72% Strata Wealth Advisors, LLC 13.52% MAYPORT, LLC 3Y 13.12% O'Domhnaill Enterprises, Inc. 11.85% Cordant, Inc. 3Y 11.48%

FAQ About TRUSTMARK BANK TRUST DEPARTMENT and VGSH

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

How long has TRUSTMARK BANK TRUST DEPARTMENT reported owning VGSH?

TRUSTMARK BANK TRUST DEPARTMENT reported VGSH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VGSH position in TRUSTMARK BANK TRUST DEPARTMENT's portfolio?

The largest reported portfolio weight for VGSH was 4.00% in 2025 Q4.

What is the latest reported VGSH position on this page?

The most recent filing on this page is 2025 Q4, when TRUSTMARK BANK TRUST DEPARTMENT reported 1,078,654 shares, equal to 4.00% of portfolio, with an estimated market value of $63.3M.

What does the chart on this VGSH ownership page compare?

The chart compares TRUSTMARK BANK TRUST DEPARTMENT'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.

How well did TRUSTMARK BANK TRUST DEPARTMENT time their VGSH position?

Based on 13F filing dates vs. subsequent VGSH price moves, TRUSTMARK BANK TRUST DEPARTMENT correctly timed 10 out of 12 reported position changes (83%). The annualised alpha on VGSH relative to SPY over the holding period was -12.7%.

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