Heck Capital Advisors 13F: Exits VGSH Stake

Heck Capital Advisors sold its entire holding in the Vanguard Short-Term Treasury Index Fund ETF Shares, parting ways with 48,947 shares.

Reviewed by automated data checks against the source filing. How we make and check alerts

Heck Capital Advisors sold its entire stake of 48,947 shares in Vanguard Short-Term Treasury Index Fund ETF Shares ($VGSH), according to a 13F filing with the SEC dated October 14, 2026.

Since the filing, $VGSH is up 0.2% to date (from the $57.56 close on Oct 14, 2026).

Find the original: Heck Capital Advisors 13F filings on SEC EDGAR

VGSH Vanguard Short-Term Treasury Index Fund ETF Shares
$57.69 +0.96% year to date
Daily close · Oct 16, 2026

Key Points

  • Heck Capital Advisors filed a Form 13F with the SEC on October 14, 2026, revealing a complete exit from the Vanguard Short-Term Treasury Index Fund ETF Shares.
  • The fund parted ways with all 48,947 shares it previously held, reducing its position to zero.
  • The fund recently traded around $57.65 as of October 16, 2026, sitting below its 50-day and 200-day moving averages.

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Not investment advice. TradeTexts is not a registered investment adviser, and this automated Vanguard Short-Term Treasury Index Fund ETF Shares alert may contain errors. Disclosures

Heck Capital Advisors has completely exited its investment in Vanguard Short-Term Treasury Index Fund ETF Shares (NasdaqGM: VGSH), according to an SEC Form 13F filing on October 14, 2026. Institutional investment managers file 13F reports quarterly to disclose their equity holdings, though the backward-looking nature of the paperwork means these transactions occurred during the previous quarter and might not reflect the firm's current stance. This move follows other portfolio shifts by the advisory firm during the same period.

Inside Heck Capital Advisors's Vanguard Short-Term Treasury Index Fund ETF Shares Trade

During the reporting period, Heck Capital Advisors sold off its entire position in the fund, getting rid of all 48,947 shares it owned. The total reduction brought the firm's share count down to zero, marking a complete 100.0% cut from the 48,947 shares held previously. Because 13F filings only capture historical snapshots of institutional portfolios, observers will have to wait for later filings to see if the firm returns to the asset.

Vanguard Short-Term Treasury Index Fund ETF Shares Stock Up 0.1%

As of October 16, 2026, the fund recently traded around $57.65. Over the past year, shares have moved between a 52-week low of $57.38 and a 52-week high of $59.01. The recent price sits about 0.3% below its 50-day moving average of $57.81 and about 1.1% below its 200-day moving average of $58.27. The fund currently offers a dividend yield of about 3.8%.

Dividend

The fund provides a dividend yield of approximately 3.8% based on recent data, offering income-focused investors exposure to short-term government debt instruments.

About Vanguard Short-Term Treasury Index Fund ETF Shares

The fund follows an indexing strategy to track the performance of the Bloomberg U.S. Treasury 1-3 Year Index. It invests primarily in fixed-income securities issued by the U.S. Treasury with maturities ranging between one and three years, ensuring that the vast majority of its assets are tied directly to short-term government debt.

Bottom Line

Heck Capital Advisors's decision to close out its position removes this short-term treasury exposure from its reported portfolio. Investors tracking the firm's strategy will need to look to subsequent quarterly updates to see if this exit is permanent or part of a broader rebalancing effort. Remember that 13F data looks backward and may not match the manager's live trading desk today.

Source: Heck Capital Advisors's 13F filing on $VGSH (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Heck Capital Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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