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

Midwestern Financial’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	$2.19M	Sell	37,415 -4,858	-11%	-$285K	1.72%	19
2025 Q4	$2.48M	Sell	42,273 -1,457	-3%	-$85.7K	2.05%	16
2025 Q3	$2.57M	Sell	43,730 -139	-0.3%	-$8.15K	2.21%	15
2025 Q2	$2.58M	Buy	+43,869	New	+$2.57M	2.42%	14

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Midwestern Financial's VGSH Position: Q1 2026 in Review

Midwestern Financial reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 11% in Q1 2026, selling an estimated $285K and leaving 37,415 shares worth $2.19M. The position accounts for 1.72% of the portfolio, ranked #19.

Midwestern Financial first reported a position in VGSH in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.58M in Q2 2025. 1,053 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Midwestern Financial held 37,415 shares of Vanguard Short-Term Treasury ETF worth $2.19M as of Q1 2026.
Midwestern Financial sold 4,858 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $285K.
Vanguard Short-Term Treasury ETF made up 1.72% of Midwestern Financial's portfolio in Q1 2026, its #19 holding.
Midwestern Financial first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
Midwestern Financial's Vanguard Short-Term Treasury ETF position peaked at $2.58M in Q2 2025.
1,053 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.