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MLG Wealth Management DBA Pine Grove Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$949K Buy
+16,162
New +$950K 0.11% 81

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's VGSH Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q4 2025: 16,162 shares worth $949K. The stake represents 0.11% of the portfolio and ranks #81 among its holdings.

1,044 funds tracked by Wall St. Rank hold VGSH as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 16,162 shares of Vanguard Short-Term Treasury ETF worth $949K as of Q4 2025.
  • Vanguard Short-Term Treasury ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Vanguard Short-Term Treasury ETF made up 0.11% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #81 holding.
  • 1,044 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.