Mission Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Mission Wealth Management’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	$234K	Buy	4,017 +149	+4%	+$8.69K	﹤0.01%	974
2026 Q1	$226K	Sell	3,868 -63	-2%	-$3.7K	﹤0.01%	675
2025 Q4	$231K	Hold	3,931	–	–	﹤0.01%	660
2025 Q3	$231K	Buy	3,931 +238	+6%	+$14K	﹤0.01%	642
2025 Q2	$217K	Sell	3,693 -158	-4%	-$9.26K	﹤0.01%	650
2025 Q1	$226K	Buy	+3,851	New	+$225K	0.01%	616
2024 Q2	–	Sell	-7,223	Closed	-$419K	–	735
2024 Q1	$419K	Sell	7,223 -1,178	-14%	-$68.5K	0.01%	477
2023 Q4	$490K	Sell	8,401 -7,953	-49%	-$460K	0.02%	377
2023 Q3	$942K	Sell	16,354 -9,394	-36%	-$541K	0.04%	229
2023 Q2	$1.49M	Sell	25,748 -7,725	-23%	-$450K	0.06%	169
2023 Q1	$1.96M	Sell	33,473 -1,111,308	-97%	-$64.5M	0.08%	136
2022 Q4	$66.2M	Buy	+1,144,781	New	+$66.1M	3.17%	7

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Mission Wealth Management's VGSH Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.9% in Q2 2026, buying an estimated $8.69K and bringing the position to 4,017 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Mission Wealth Management first reported a position in VGSH in Q4 2022 and has held it in 12 quarters since. The position peaked at $66.2M in Q4 2022. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Mission Wealth Management held 4,017 shares of Vanguard Short-Term Treasury ETF worth $234K as of Q2 2026.
Mission Wealth Management bought 149 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $8.69K.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #974 holding.
Mission Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 12 quarters since.
Mission Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $66.2M in Q4 2022.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.