MJT & Associates Financial Advisory’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

MJT & Associates Financial Advisory’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	–	Sell	-140	Closed	-$8.22K	–	468
2025 Q4	$8.22K	Hold	140	–	–	0.01%	210
2025 Q3	$8.24K	Sell	140 -817	-85%	-$47.9K	0.01%	216
2025 Q2	$56.3K	Hold	957	–	–	0.07%	92
2025 Q1	$56.2K	Buy	+957	New	+$55.9K	0.05%	102

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

MJT & Associates Financial Advisory's VGSH Position: Q1 2026 in Review

MJT & Associates Financial Advisory sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 140 shares — an estimated $8.22K sold.

MJT & Associates Financial Advisory first reported a position in VGSH in Q1 2025 and held it in 4 quarters. The position peaked at $56.3K in Q2 2025. 1,065 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

MJT & Associates Financial Advisory reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
MJT & Associates Financial Advisory sold 140 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $8.22K.
MJT & Associates Financial Advisory first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and held it in 4 quarters.
MJT & Associates Financial Advisory's Vanguard Short-Term Treasury ETF position peaked at $56.3K in Q2 2025.
1,065 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q1 2026, filed 2 Apr 2026.