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Calton & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Calton & Associates’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 		$537K Buy
9,228
+178
+2% +$10.4K 0.08% 220
2026
Q1 		$530K Sell
9,050
-388
-4% -$22.8K 0.08% 228
2025
Q4 		$554K Sell
9,438
-11
-0.1% -$647 0.08% 229
2025
Q3 		$556K Buy
9,449
+2
+0% +$117 0.08% 215
2025
Q2 		$555K Sell
9,447
-5,848
-38% -$343K 0.1% 192
2025
Q1 		$898K Buy
15,295
+271
+2% +$15.8K 0.2% 100
2024
Q4 		$874K Buy
15,024
+8,151
+119% +$476K 0.39% 58
2024
Q3 		$406K Buy
+6,873
New +$403K 0.16% 137
2024
Q1 		– Sell
-16,029
Closed -$935K – 258
2023
Q4 		$935K Buy
16,029
+2,054
+15% +$119K 0.38% 63
2023
Q3 		$805K Buy
+13,975
New +$805K 1.18% 21
2023
Q1 		– Sell
-16,864
Closed -$975K – 296
2022
Q4 		$975K Buy
16,864
+12,015
+248% +$694K 0.38% 67
2022
Q3 		$280K Buy
+4,849
New +$284K 0.16% 146
2018
Q1 		– Sell
-88
Closed -$5K – 1233
2017
Q4 		$5K Buy
+88
New +$5.32K ﹤0.01% 1261

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Calton & Associates's VGSH Position: Q2 2026 in Review

Calton & Associates increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2% in Q2 2026, buying an estimated $10.4K and bringing the position to 9,228 shares worth $537K. The position accounts for 0.08% of the portfolio, ranked #220.

Calton & Associates first reported a position in VGSH in Q4 2017 and has held it in 13 quarters since. The position peaked at $975K in Q4 2022. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Calton & Associates held 9,228 shares of Vanguard Short-Term Treasury ETF worth $537K as of Q2 2026.
  • Calton & Associates bought 178 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $10.4K.
  • Vanguard Short-Term Treasury ETF made up 0.08% of Calton & Associates's portfolio in Q2 2026, its #220 holding.
  • Calton & Associates first reported a position in Vanguard Short-Term Treasury ETF in Q4 2017 and has held it in 13 quarters since.
  • Calton & Associates's Vanguard Short-Term Treasury ETF position peaked at $975K in Q4 2022.
  • 1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.