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 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 $1.56T 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

Mittelman Wealth Management's VGSH Position: Q1 2026 in Review

Mittelman Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 19% in Q1 2026, buying an estimated $108K and bringing the position to 11,460 shares worth $671K. The position accounts for 0.42% of the portfolio, ranked #31.

Mittelman Wealth Management first reported a position in VGSH in Q2 2025 and has held it in 4 quarters since. The position peaked at $679K in Q2 2025. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Mittelman Wealth Management held 11,460 shares of Vanguard Short-Term Treasury ETF worth $671K as of Q1 2026.
Mittelman Wealth Management bought 1,847 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $108K.
Vanguard Short-Term Treasury ETF made up 0.42% of Mittelman Wealth Management's portfolio in Q1 2026, its #31 holding.
Mittelman Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
Mittelman Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $679K in Q2 2025.
1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.