Mount Yale Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Mount Yale Investment 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 Q2	$1.63M	Sell	27,975 -326	-1%	-$19K	0.03%	461
2026 Q1	$1.66M	Buy	28,301 +21,706	+329%	+$1.27M	0.04%	410
2025 Q4	$387K	Buy	6,595 +1,449	+28%	+$85.2K	0.02%	522
2025 Q3	$303K	Buy	+5,146	New	+$302K	0.02%	519
2024 Q4	–	Sell	-4,262	Closed	-$252K	–	619
2024 Q3	$252K	Buy	+4,262	New	+$250K	0.02%	480
2018 Q3	–	Sell	-983	Closed	-$59K	–	1009
2018 Q2	$59K	Hold	983	–	–	0.01%	602
2018 Q1	$59K	Buy	+983	New	+$59K	0.01%	589

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

Mount Yale Investment Advisors's VGSH Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.2% in Q2 2026, selling an estimated $19K and leaving 27,975 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #461.

Mount Yale Investment Advisors first reported a position in VGSH in Q1 2018 and has held it in 7 quarters since. The position peaked at $1.66M in Q1 2026. 1,097 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Mount Yale Investment Advisors held 27,975 shares of Vanguard Short-Term Treasury ETF worth $1.63M as of Q2 2026.
Mount Yale Investment Advisors sold 326 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $19K.
Vanguard Short-Term Treasury ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #461 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2018 and has held it in 7 quarters since.
Mount Yale Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $1.66M in Q1 2026.
1,097 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.