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

Marion 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	$4.92M	Sell	84,523 -11,698	-12%	-$682K	1%	26
2026 Q1	$5.63M	Sell	96,221 -33,844	-26%	-$1.99M	1.25%	22
2025 Q4	$7.64M	Buy	130,065 +3,938	+3%	+$231K	1.7%	15
2025 Q3	$7.42M	Buy	126,127 +2,061	+2%	+$121K	1.76%	16
2025 Q2	$7.29M	Buy	124,066 +1,626	+1%	+$95.2K	1.83%	16
2025 Q1	$7.19M	Buy	122,440 +9,200	+8%	+$537K	1.92%	13
2024 Q4	$6.59M	Buy	113,240 +5,080	+5%	+$296K	1.75%	14
2024 Q3	$6.38M	Buy	108,160 +6,455	+6%	+$378K	1.7%	16
2024 Q2	$5.9M	Buy	101,705 +3,643	+4%	+$211K	1.73%	16
2024 Q1	$5.69M	Buy	98,062 +2,581	+3%	+$150K	1.7%	16
2023 Q4	$5.57M	Buy	+95,481	New	+$5.52M	1.78%	13

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

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

Marion Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 12% in Q2 2026, selling an estimated $682K and leaving 84,523 shares worth $4.92M. The position accounts for 1% of the portfolio, ranked #26.

Marion Wealth Management first reported a position in VGSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.64M in Q4 2025. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Marion Wealth Management held 84,523 shares of Vanguard Short-Term Treasury ETF worth $4.92M as of Q2 2026.
Marion Wealth Management sold 11,698 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $682K.
Vanguard Short-Term Treasury ETF made up 1% of Marion Wealth Management's portfolio in Q2 2026, its #26 holding.
Marion Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Marion Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $7.64M in Q4 2025.
1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.