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

MBE 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	$1.06M	Sell	18,128 -527	-3%	-$30.7K	0.37%	42
2026 Q1	$1.09M	Sell	18,655 -3,711	-17%	-$218K	0.45%	37
2025 Q4	$1.31M	Buy	22,366 +686	+3%	+$40.3K	0.55%	31
2025 Q3	$1.28M	Sell	21,680 -1,821	-8%	-$107K	0.55%	30
2025 Q2	$1.38M	Sell	23,501 -418	-2%	-$24.5K	0.6%	27
2025 Q1	$1.4M	Buy	+23,919	New	+$1.4M	0.67%	26
2020 Q2	–	Sell	-1,315	Closed	-$81K	–	497
2020 Q1	$81K	Buy	+1,315	New	+$80.7K	0.08%	81

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

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

MBE Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.8% in Q2 2026, selling an estimated $30.7K and leaving 18,128 shares worth $1.06M. The position accounts for 0.37% of the portfolio, ranked #42.

MBE Wealth Management first reported a position in VGSH in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.4M in Q1 2025. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

MBE Wealth Management held 18,128 shares of Vanguard Short-Term Treasury ETF worth $1.06M as of Q2 2026.
MBE Wealth Management sold 527 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $30.7K.
Vanguard Short-Term Treasury ETF made up 0.37% of MBE Wealth Management's portfolio in Q2 2026, its #42 holding.
MBE Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 7 quarters since.
MBE Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $1.4M in Q1 2025.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.