MFG
VGSH icon

Merit Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Merit Financial Group’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 		$3.57M Sell
61,405
-12,010
-16% -$700K 0.02% 526
2026
Q1 		$4.3M Sell
73,415
-17,956
-20% -$1.05M 0.03% 432
2025
Q4 		$5.37M Sell
91,371
-11,662
-11% -$686K 0.04% 347
2025
Q3 		$6.06M Sell
103,033
-555,054
-84% -$32.6M 0.06% 272
2025
Q2 		$38.7M Sell
658,087
-27,993
-4% -$1.64M 0.43% 46
2025
Q1 		$40.3M Sell
686,080
-237,110
-26% -$13.8M 0.6% 33
2024
Q4 		$53.7M Buy
923,190
+47,961
+5% +$2.8M 0.97% 24
2024
Q3 		$51.7M Sell
875,229
-119,731
-12% -$7.01M 1.15% 18
2024
Q2 		$57.7M Sell
994,960
-17,397
-2% -$1.01M 1.27% 15
2024
Q1 		$58.5M Sell
1,012,357
-38,748
-4% -$2.25M 1.39% 12
2023
Q4 		$61.3M Sell
1,051,105
-860,946
-45% -$49.8M 1.87% 12
2023
Q3 		$110M Buy
1,912,051
+220,151
+13% +$12.7M 3.6% 5
2023
Q2 		$97.7M Buy
1,691,900
+200,691
+13% +$11.7M 3.16% 5
2023
Q1 		$87.3M Buy
1,491,209
+1,475,817
+9,588% +$85.7M 3.17% 5
2022
Q4 		$890K Buy
15,392
+9,285
+152% +$536K 0.03% 314
2022
Q3 		$353K Buy
+6,107
New +$358K 0.02% 410
2021
Q1 		– Sell
-3,489
Closed -$215K – 242
2020
Q4 		$215K Sell
3,489
-36,952
-91% -$2.29M 0.02% 200
2020
Q3 		$2.51M Buy
40,441
+7,356
+22% +$457K 0.23% 32
2020
Q2 		$2.06M Buy
+33,085
New +$2.06M 0.2% 36
2018
Q4 		– Sell
-32,794
Closed -$2.04M – 119
2018
Q3 		$2.04M Buy
+32,794
New +$1.96M 0.33% 15

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Merit Financial Group's VGSH Position: Q2 2026 in Review

Merit Financial Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 16% in Q2 2026, selling an estimated $700K and leaving 61,405 shares worth $3.57M. The position accounts for 0.02% of the portfolio, ranked #526.

Merit Financial Group first reported a position in VGSH in Q3 2018 and has held it in 20 quarters since. The position peaked at $110M in Q3 2023. 197 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Merit Financial Group held 61,405 shares of Vanguard Short-Term Treasury ETF worth $3.57M as of Q2 2026.
  • Merit Financial Group sold 12,010 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $700K.
  • Vanguard Short-Term Treasury ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #526 holding.
  • Merit Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q3 2018 and has held it in 20 quarters since.
  • Merit Financial Group's Vanguard Short-Term Treasury ETF position peaked at $110M in Q3 2023.
  • 197 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.