Forvis Mazars Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246K	Buy	4,222 +43	+1%	+$2.51K	﹤0.01%	405
2026 Q1	$245K	Buy	+4,179	New	+$245K	﹤0.01%	379
2024 Q4	–	Sell	-11,370	Closed	-$671K	–	433
2024 Q3	$671K	Buy	11,370 +114	+1%	+$6.68K	0.02%	273
2024 Q2	$653K	Sell	11,256 -2,096	-16%	-$121K	0.02%	248
2024 Q1	$775K	Sell	13,352 -939	-7%	-$54.6K	0.02%	238
2023 Q4	$834K	Sell	14,291 -11,968	-46%	-$692K	0.02%	221
2023 Q3	$1.51M	Sell	26,259 -20,771	-44%	-$1.2M	0.05%	174
2023 Q2	$2.72M	Buy	47,030 +2,790	+6%	+$162K	0.08%	143
2023 Q1	$2.59M	Sell	44,240 -4,478	-9%	-$260K	0.08%	128
2022 Q4	$2.82M	Buy	48,718 +15,101	+45%	+$872K	0.1%	115
2022 Q3	$1.94M	Buy	33,617 +19,518	+138%	+$1.14M	0.08%	140
2022 Q2	$830K	Buy	+14,099	New	+$832K	0.03%	203

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VGSH Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1% in Q2 2026, buying an estimated $2.51K and bringing the position to 4,222 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Forvis Mazars Wealth Advisors first reported a position in VGSH in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.82M in Q4 2022. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Forvis Mazars Wealth Advisors held 4,222 shares of Vanguard Short-Term Treasury ETF worth $246K as of Q2 2026.
Forvis Mazars Wealth Advisors bought 43 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $2.51K.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #405 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 12 quarters since.
Forvis Mazars Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $2.82M in Q4 2022.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.