Mosaic Family Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Mosaic Family Wealth Partners’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	$2.21M	Buy	38,035 +1,368	+4%	+$79.7K	0.15%	110
2026 Q1	$2.15M	Sell	36,667 -3,059	-8%	-$180K	0.22%	64
2025 Q4	$2.33M	Sell	39,726 -3,976	-9%	-$234K	0.26%	53
2025 Q3	$2.57M	Buy	43,702 +5,100	+13%	+$299K	0.3%	43
2025 Q2	$2.27M	Sell	38,602 -136	-0.4%	-$7.97K	0.29%	45
2025 Q1	$2.27M	Buy	38,738 +7,983	+26%	+$466K	0.32%	37
2024 Q4	$1.79M	Buy	30,755 +1,486	+5%	+$86.7K	0.26%	43
2024 Q3	$1.73M	Buy	29,269 +3,077	+12%	+$180K	0.26%	44
2024 Q2	$1.52M	Buy	26,192 +782	+3%	+$45.2K	0.24%	50
2024 Q1	$1.48M	Buy	25,410 +10,164	+67%	+$591K	0.24%	47
2023 Q4	$889K	Sell	15,246 -1,543	-9%	-$89.2K	0.15%	78
2023 Q3	$967K	Sell	16,789 -273	-2%	-$15.7K	0.19%	58
2023 Q2	$985K	Sell	17,062 -465	-3%	-$27.1K	0.19%	59
2023 Q1	$1.03M	Buy	17,527 +1,358	+8%	+$78.8K	0.21%	55
2022 Q4	$935K	Buy	+16,169	New	+$934K	0.26%	62

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

Mosaic Family Wealth Partners's VGSH Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.7% in Q2 2026, buying an estimated $79.7K and bringing the position to 38,035 shares worth $2.21M. The position accounts for 0.15% of the portfolio, ranked #110.

Mosaic Family Wealth Partners first reported a position in VGSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.57M in Q3 2025. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Mosaic Family Wealth Partners held 38,035 shares of Vanguard Short-Term Treasury ETF worth $2.21M as of Q2 2026.
Mosaic Family Wealth Partners bought 1,368 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $79.7K.
Vanguard Short-Term Treasury ETF made up 0.15% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #110 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Mosaic Family Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $2.57M in Q3 2025.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.