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

Mittelman 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	$1.73M	Sell	9,869 -1,591	-14%	-$92.7K	1.15%	19
2026 Q1	$671K	Buy	11,460 +1,847	+19%	+$108K	0.42%	31
2025 Q4	$565K	Buy	9,613 +1,005	+12%	+$59.1K	0.37%	29
2025 Q3	$507K	Sell	8,608 -2,942	-25%	-$173K	0.33%	31
2025 Q2	$679K	Buy	+11,550	New	+$677K	0.57%	20

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

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

Mittelman Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 14% in Q2 2026, selling an estimated $92.7K and leaving 9,869 shares worth $1.73M. The position accounts for 1.15% of the portfolio, ranked #19.

Mittelman Wealth Management first reported a position in VGSH in Q2 2025 and has held it in 5 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Mittelman Wealth Management held 9,869 shares of Vanguard Short-Term Treasury ETF worth $1.73M as of Q2 2026.
Mittelman Wealth Management sold 1,591 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $92.7K.
Vanguard Short-Term Treasury ETF made up 1.15% of Mittelman Wealth Management's portfolio in Q2 2026, its #19 holding.
Mittelman Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.