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 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 $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mount Yale Investment Advisors's VGSH Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 329% in Q1 2026, buying an estimated $1.27M and bringing the position to 28,301 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #410.

Mount Yale Investment Advisors first reported a position in VGSH in Q1 2018 and has held it in 6 quarters since. 1,054 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Mount Yale Investment Advisors held 28,301 shares of Vanguard Short-Term Treasury ETF worth $1.66M as of Q1 2026.
Mount Yale Investment Advisors bought 21,706 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $1.27M.
Vanguard Short-Term Treasury ETF made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #410 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2018 and has held it in 6 quarters since.
1,054 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.