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

MOKAN 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	$15.5M	Buy	266,768 +17,853	+7%	+$1.04M	5.93%	1
2026 Q1	$14.6M	Buy	248,915 +6,685	+3%	+$392K	6.45%	1
2025 Q4	$14.2M	Buy	242,230 +23,327	+11%	+$1.37M	6.31%	1
2025 Q3	$12.9M	Buy	218,903 +8,422	+4%	+$494K	6.48%	1
2025 Q2	$12.4M	Buy	210,481 +16,041	+8%	+$940K	6.91%	1
2025 Q1	$11.4M	Buy	194,440 +10,269	+6%	+$599K	6.88%	1
2024 Q4	$10.7M	Buy	+184,171	New	+$10.7M	6.82%	1

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

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

MOKAN Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.2% in Q2 2026, buying an estimated $1.04M and bringing the position to 266,768 shares worth $15.5M. The position accounts for 5.93% of the portfolio, ranked #1.

MOKAN Wealth Management first reported a position in VGSH in Q4 2024 and has held it in 7 quarters since. 523 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

MOKAN Wealth Management held 266,768 shares of Vanguard Short-Term Treasury ETF worth $15.5M as of Q2 2026.
MOKAN Wealth Management bought 17,853 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.04M.
Vanguard Short-Term Treasury ETF made up 5.93% of MOKAN Wealth Management's portfolio in Q2 2026, its #1 holding.
MOKAN Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
523 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.