Morling Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Morling Financial Advisors’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	$30.1M	Buy	513,824 +38,094	+8%	+$2.24M	9.27%	4
2025 Q4	$27.9M	Buy	475,730 +38,538	+9%	+$2.27M	8.81%	4
2025 Q3	$25.7M	Buy	437,192 +29,456	+7%	+$1.73M	8.54%	4
2025 Q2	$24M	Buy	407,736 +68,958	+20%	+$4.04M	7.86%	5
2025 Q1	$19.9M	Buy	338,778 +22,235	+7%	+$1.3M	6.85%	4
2024 Q4	$18.4M	Buy	316,543 +14,341	+5%	+$837K	6.42%	5
2024 Q3	$17.8M	Buy	302,202 +46,154	+18%	+$2.7M	6.8%	5
2024 Q2	$14.8M	Buy	256,048 +7,171	+3%	+$414K	6.47%	6
2024 Q1	$14.5M	Buy	+248,877	New	+$14.5M	8.26%	4

Other funds holding VGSH

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return