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

MASECO 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 Q1	$26M	Sell	444,321 -43,096	-9%	-$2.53M	0.82%	26
2025 Q4	$28.6M	Sell	487,417 -49,794	-9%	-$2.93M	1.25%	19
2025 Q3	$31.6M	Sell	537,211 -152,928	-22%	-$8.97M	1.53%	17
2025 Q2	$40.6M	Buy	+690,139	New	+$40.4M	1.54%	19

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MASECO Private Wealth's VGSH Position: Q1 2026 in Review

MASECO Private Wealth reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 8.8% in Q1 2026, selling an estimated $2.53M and leaving 444,321 shares worth $26M. The position accounts for 0.82% of the portfolio, ranked #26.

MASECO Private Wealth first reported a position in VGSH in Q2 2025 and has held it in 4 quarters since. The position peaked at $40.6M in Q2 2025. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

MASECO Private Wealth held 444,321 shares of Vanguard Short-Term Treasury ETF worth $26M as of Q1 2026.
MASECO Private Wealth sold 43,096 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $2.53M.
Vanguard Short-Term Treasury ETF made up 0.82% of MASECO Private Wealth's portfolio in Q1 2026, its #26 holding.
MASECO Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
MASECO Private Wealth's Vanguard Short-Term Treasury ETF position peaked at $40.6M in Q2 2025.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.