Maridea Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Maridea Wealth Management’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	$225K	Sell	3,862 -2,374	-38%	-$138K	0.02%	504
2026 Q1	$365K	Sell	6,236 -3,237	-34%	-$190K	0.05%	303
2025 Q4	$556K	Buy	9,473 +3,724	+65%	+$219K	0.08%	231
2025 Q3	$339K	Buy	5,749 +149	+3%	+$8.74K	0.05%	307
2025 Q2	$329K	Buy	5,600 +171	+3%	+$10K	0.09%	206
2025 Q1	$319K	Buy	+5,429	New	+$317K	0.1%	177

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

Maridea Wealth Management's VGSH Position: Q2 2026 in Review

Maridea Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 38% in Q2 2026, selling an estimated $138K and leaving 3,862 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #504.

Maridea Wealth Management first reported a position in VGSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $556K in Q4 2025. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Maridea Wealth Management held 3,862 shares of Vanguard Short-Term Treasury ETF worth $225K as of Q2 2026.
Maridea Wealth Management sold 2,374 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $138K.
Vanguard Short-Term Treasury ETF made up 0.02% of Maridea Wealth Management's portfolio in Q2 2026, its #504 holding.
Maridea Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Maridea Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $556K in Q4 2025.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.