Magnolia Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Magnolia Private Wealth’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	–	Sell	-5,240	Closed	-$307K	–	163
2026 Q1	$307K	Sell	5,240 -5,335	-50%	-$313K	0.2%	98
2025 Q4	$621K	Sell	10,575 -1,553	-13%	-$91.3K	0.43%	52
2025 Q3	$714K	Buy	12,128 +2,177	+22%	+$128K	0.52%	48
2025 Q2	$585K	Sell	9,951 -615	-6%	-$36K	0.45%	54
2025 Q1	$620K	Sell	10,566 -3,123	-23%	-$182K	0.51%	48
2024 Q4	$796K	Buy	+13,689	New	+$799K	0.68%	37

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

Magnolia Private Wealth's VGSH Position: Q2 2026 in Review

Magnolia Private Wealth sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026, closing a stake of 5,240 shares — an estimated $307K sold.

Magnolia Private Wealth first reported a position in VGSH in Q4 2024 and held it in 6 quarters. The position peaked at $796K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Magnolia Private Wealth reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Magnolia Private Wealth sold 5,240 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $307K.
Magnolia Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and held it in 6 quarters.
Magnolia Private Wealth's Vanguard Short-Term Treasury ETF position peaked at $796K in Q4 2024.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.