Morling Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
Other funds holding VGSH
NP
Morling Financial Advisors's VGSH Position: Q2 2026 in Review
Morling Financial Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.7% in Q2 2026, buying an estimated $1.1M and bringing the position to 532,671 shares worth $31M. 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 10 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.
- Morling Financial Advisors held 532,671 shares of Vanguard Short-Term Treasury ETF worth $31M as of Q2 2026.
- Morling Financial Advisors bought 18,847 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.1M.
- Vanguard Short-Term Treasury ETF made up 8.61% of Morling Financial Advisors's portfolio in Q2 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 10 quarters since.
- 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.
Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.