MBA Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

MBA Advisors’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	$2.41M	Buy	41,460 +4,623	+13%	+$269K	0.81%	26
2026 Q1	$2.16M	Buy	36,837 +8,895	+32%	+$522K	0.83%	27
2025 Q4	$1.64M	Buy	27,942 +13,376	+92%	+$786K	0.66%	31
2025 Q3	$857K	Buy	14,566 +444	+3%	+$26K	0.37%	57
2025 Q2	$830K	Buy	14,122 +590	+4%	+$34.6K	0.38%	59
2025 Q1	$794K	Sell	13,532 -14	-0.1%	-$817	0.39%	60
2024 Q4	$788K	Buy	13,546 +127	+0.9%	+$7.41K	0.4%	58
2024 Q3	$792K	Buy	13,419 +282	+2%	+$16.5K	0.38%	61
2024 Q2	$762K	Buy	13,137 +1,042	+9%	+$60.2K	0.39%	60
2024 Q1	$702K	Buy	12,095 +70	+0.6%	+$4.07K	0.36%	61
2023 Q4	$701K	Sell	12,025 -1,007	-8%	-$58.2K	0.39%	62
2023 Q3	$751K	Sell	13,032 -6,148	-32%	-$354K	0.46%	51
2023 Q2	$1.11M	Sell	19,180 -68	-0.4%	-$3.96K	0.66%	41
2023 Q1	$1.13M	Buy	19,248 +9,653	+101%	+$560K	0.7%	36
2022 Q4	$555K	Buy	9,595 +4,132	+76%	+$239K	0.36%	67
2022 Q3	$316K	Buy	5,463 +297	+6%	+$17.4K	0.23%	85
2022 Q2	$304K	Sell	5,166 -5,821	-53%	-$343K	0.21%	97
2022 Q1	$651K	Sell	10,987 -440	-4%	-$26.4K	0.4%	67
2021 Q4	$695K	Buy	11,427 +245	+2%	+$15K	0.43%	64
2021 Q3	$687K	Buy	11,182 +3,129	+39%	+$192K	0.51%	55
2021 Q2	$495K	Buy	8,053 +507	+7%	+$31.2K	0.23%	75
2021 Q1	$464K	Buy	+7,546	New	+$465K	0.25%	76

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

MBA Advisors's VGSH Position: Q2 2026 in Review

MBA Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 13% in Q2 2026, buying an estimated $269K and bringing the position to 41,460 shares worth $2.41M. The position accounts for 0.81% of the portfolio, ranked #26.

MBA Advisors first reported a position in VGSH in Q1 2021 and has held it in 22 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

MBA Advisors held 41,460 shares of Vanguard Short-Term Treasury ETF worth $2.41M as of Q2 2026.
MBA Advisors bought 4,623 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $269K.
Vanguard Short-Term Treasury ETF made up 0.81% of MBA Advisors's portfolio in Q2 2026, its #26 holding.
MBA Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and has held it in 22 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.