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 Q3	–	Sell	-4,017	Closed	-$234K	–	1055
2026 Q2	$234K	Buy	4,017 +149	+4%	+$8.68K	﹤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

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Mission Wealth Management's VGSH Position: Q3 2026 in Review

Mission Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2026, closing a stake of 4,017 shares — an estimated $234K sold.

Mission Wealth Management first reported a position in VGSH in Q4 2022 and held it in 12 quarters. The position peaked at $66.2M in Q4 2022. 363 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Mission Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
Mission Wealth Management sold 4,017 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $234K.
Mission Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 12 quarters.
Mission Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $66.2M in Q4 2022.
363 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.