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 Q3	$985K	Sell	17,105 -1,023	-6%	-$59.3K	0.35%	47
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

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

MBE Wealth Management's VGSH Position: Q3 2026 in Review

MBE Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 5.6% in Q3 2026, selling an estimated $59.3K and leaving 17,105 shares worth $985K. The position accounts for 0.35% of the portfolio, ranked #47.

MBE Wealth Management first reported a position in VGSH in Q1 2020 and has held it in 8 quarters since. The position peaked at $1.4M in Q1 2025. 514 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

MBE Wealth Management held 17,105 shares of Vanguard Short-Term Treasury ETF worth $985K as of Q3 2026.
MBE Wealth Management sold 1,023 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $59.3K.
Vanguard Short-Term Treasury ETF made up 0.35% of MBE Wealth Management's portfolio in Q3 2026, its #47 holding.
MBE Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 8 quarters since.
MBE Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $1.4M in Q1 2025.
514 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.