MGO Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

MGO Private Wealth’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 Q1	–	Sell	-3,884	Closed	-$228K	–	62
2025 Q4	$228K	Hold	3,884	–	–	0.14%	61
2025 Q3	$229K	Hold	3,884	–	–	0.14%	61
2025 Q2	$228K	Hold	3,884	–	–	0.15%	56
2025 Q1	$228K	Hold	3,884	–	–	0.16%	52
2024 Q4	$226K	Hold	3,884	–	–	0.16%	55
2024 Q3	$229K	Hold	3,884	–	–	0.16%	53
2024 Q2	$225K	Hold	3,884	–	–	0.14%	74
2024 Q1	$226K	Sell	3,884 -438	-10%	-$25.5K	0.14%	75
2023 Q4	$252K	Sell	4,322 -1,093	-20%	-$63.2K	0.17%	63
2023 Q3	$312K	Hold	5,415	–	–	0.23%	55
2023 Q2	$313K	Sell	5,415 -37,643	-87%	-$2.19M	0.24%	53
2023 Q1	$2.52M	Buy	43,058 +34,543	+406%	+$2.01M	1.98%	16
2022 Q4	$492K	Sell	8,515 -263	-3%	-$15.2K	0.22%	74
2022 Q3	$507K	Buy	+8,778	New	+$514K	0.24%	69

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

MGO Private Wealth's VGSH Position: Q1 2026 in Review

MGO Private Wealth sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 3,884 shares — an estimated $228K sold.

MGO Private Wealth first reported a position in VGSH in Q3 2022 and held it in 14 quarters. The position peaked at $2.52M in Q1 2023. 1,063 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

MGO Private Wealth reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
MGO Private Wealth sold 3,884 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $228K.
MGO Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and held it in 14 quarters.
MGO Private Wealth's Vanguard Short-Term Treasury ETF position peaked at $2.52M in Q1 2023.
1,063 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.