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

Modern 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	$2.07M	Buy	+35,512	New	+$2.07M	0.02%	388
2025 Q3	–	Sell	-4,118	Closed	-$242K	–	845
2025 Q2	$242K	Buy	4,118 +173	+4%	+$10.1K	0.01%	678
2025 Q1	$232K	Sell	3,945 -108	-3%	-$6.3K	0.01%	605
2024 Q4	$236K	Sell	4,053 -384	-9%	-$22.4K	0.01%	517
2024 Q3	$262K	Buy	4,437 +63	+1%	+$3.69K	0.02%	370
2024 Q2	$254K	Sell	4,374 -3,956	-47%	-$229K	0.02%	340
2024 Q1	$483K	Buy	+8,330	New	+$484K	0.04%	176

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

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

Modern Wealth Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 35,512 shares worth $2.07M. The stake represents 0.02% of the portfolio and ranks #388 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in VGSH as recently as Q2 2025.

Modern Wealth Management first reported a position in VGSH in Q1 2024 and has held it in 7 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Modern Wealth Management held 35,512 shares of Vanguard Short-Term Treasury ETF worth $2.07M as of Q2 2026.
Vanguard Short-Term Treasury ETF was a new Modern Wealth Management position in Q2 2026.
Vanguard Short-Term Treasury ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #388 holding.
Modern Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and has held it in 7 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.