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Mowery & Schoenfeld Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2025
Q2 		– Sell
-910
Closed -$53.4K – 463
2025
Q1 		$53.4K Buy
+910
New +$53.1K 0.1% 128

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's VGSH Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 910 shares — an estimated $53.4K sold.

Mowery & Schoenfeld Wealth Management first reported a position in VGSH in Q1 2025 and held it in 1 quarter. The position peaked at $53.4K in Q1 2025. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 910 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $53.4K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $53.4K in Q1 2025.
  • 943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.