MLA
VGSH icon

MB, Levis & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

MB, Levis & Associates’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 		$6.75K Hold
115
– – ﹤0.01% 177
2025
Q4 		$6.73K Buy
115
+2
+2% +$118 ﹤0.01% 176
2025
Q3 		$6.66K Buy
113
+1
+0.9% +$59 ﹤0.01% 173
2025
Q2 		$6.58K Buy
112
+1
+0.9% +$59 ﹤0.01% 211
2025
Q1 		$6.51K Buy
111
+1
+0.9% +$58 ﹤0.01% 206
2024
Q4 		$6.41K Sell
110
-94
-46% -$5.49K ﹤0.01% 209
2024
Q3 		$12K Buy
204
+3
+1% +$176 0.01% 185
2024
Q2 		$11.7K Buy
201
+2
+1% +$116 0.01% 183
2024
Q1 		$11.6K Buy
+199
New +$11.6K 0.01% 181
2023
Q3 		– Sell
-27
Closed -$1.56K – 291
2023
Q2 		$1.56K Buy
+27
New +$1.57K ﹤0.01% 254

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return