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 Q3	$32.1M	Buy	558,435 +25,764	+5%	+$1.49M	8.61%	4
2026 Q2	$31M	Buy	532,671 +18,847	+4%	+$1.1M	8.61%	4
2026 Q1	$30.1M	Buy	513,824 +38,094	+8%	+$2.24M	9.25%	4
2025 Q4	$27.9M	Buy	475,730 +38,538	+9%	+$2.27M	8.78%	4
2025 Q3	$25.7M	Buy	437,192 +29,456	+7%	+$1.73M	8.51%	4
2025 Q2	$24M	Buy	407,736 +68,958	+20%	+$4.04M	7.84%	5
2025 Q1	$19.9M	Buy	338,778 +22,235	+7%	+$1.3M	6.84%	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

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Morling Financial Advisors's VGSH Position: Q3 2026 in Review

Morling Financial Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 4.8% in Q3 2026, buying an estimated $1.49M and bringing the position to 558,435 shares worth $32.1M. The position accounts for 8.61% of the portfolio, ranked #4.

Morling Financial Advisors first reported a position in VGSH in Q1 2024 and has held it in 11 quarters since. 514 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Morling Financial Advisors held 558,435 shares of Vanguard Short-Term Treasury ETF worth $32.1M as of Q3 2026.
Morling Financial Advisors bought 25,764 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $1.49M.
Vanguard Short-Term Treasury ETF made up 8.61% of Morling Financial Advisors's portfolio in Q3 2026, its #4 holding.
Morling Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and has held it in 11 quarters since.
514 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Morling Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.