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

MFA Wealth 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
2025 Q2	–	Sell	-7,771	Closed	-$456K	–	95
2025 Q1	$456K	Hold	7,771	–	–	0.11%	63
2024 Q4	$452K	Buy	7,771 +3,531	+83%	+$206K	0.12%	58
2024 Q3	$250K	Hold	4,240	–	–	0.05%	86
2024 Q2	$246K	Buy	+4,240	New	+$245K	0.05%	88
2021 Q3	–	Sell	-78,311	Closed	-$4.81M	–	67
2021 Q2	$4.81M	Buy	+78,311	New	+$4.82M	2.17%	19

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

MFA Wealth Advisors's VGSH Position: Q2 2025 in Review

MFA Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 7,771 shares — an estimated $456K sold.

MFA Wealth Advisors first reported a position in VGSH in Q2 2021 and held it in 5 quarters. The position peaked at $4.81M in Q2 2021. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

MFA Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
MFA Wealth Advisors sold 7,771 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $456K.
MFA Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2021 and held it in 5 quarters.
MFA Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $4.81M in Q2 2021.
943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on MFA Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.