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 Q3	$247K	Buy	4,295 +73	+2%	+$4.23K	﹤0.01%	402
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

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VGSH Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.7% in Q3 2026, buying an estimated $4.23K and bringing the position to 4,295 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Forvis Mazars Wealth Advisors first reported a position in VGSH in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.82M in Q4 2022. 363 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Forvis Mazars Wealth Advisors held 4,295 shares of Vanguard Short-Term Treasury ETF worth $247K as of Q3 2026.
Forvis Mazars Wealth Advisors bought 73 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $4.23K.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #402 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and has held it in 13 quarters since.
Forvis Mazars Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $2.82M in Q4 2022.
363 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.