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

Miller Financial Services’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	$3.2M	Buy	54,687 +3,896	+8%	+$229K	3.51%	4
2025 Q4	$2.98M	Buy	50,791 +17,161	+51%	+$1.01M	3.5%	4
2025 Q3	$1.98M	Buy	33,630 +10,389	+45%	+$610K	2.29%	10
2025 Q2	$1.37M	Sell	23,241 -1,399	-6%	-$81.9K	1.74%	14
2025 Q1	$1.45M	Buy	24,640 +1,761	+8%	+$103K	2.08%	11
2024 Q4	$1.33M	Buy	+22,879	New	+$1.34M	1.12%	25

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

Miller Financial Services's VGSH Position: Q1 2026 in Review

Miller Financial Services increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.7% in Q1 2026, buying an estimated $229K and bringing the position to 54,687 shares worth $3.2M. The position accounts for 3.51% of the portfolio, ranked #4.

Miller Financial Services first reported a position in VGSH in Q4 2024 and has held it in 6 quarters since. 1,052 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Miller Financial Services held 54,687 shares of Vanguard Short-Term Treasury ETF worth $3.2M as of Q1 2026.
Miller Financial Services bought 3,896 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $229K.
Vanguard Short-Term Treasury ETF made up 3.51% of Miller Financial Services's portfolio in Q1 2026, its #4 holding.
Miller Financial Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
1,052 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.