CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Carlton Hofferkamp & Jenks 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
2026
Q2 		$430K Sell
7,408
-5
-0.1% -$291 0.14% 96
2026
Q1 		$434K Sell
7,413
-6,126
-45% -$360K 0.14% 92
2025
Q4 		$795K Sell
13,539
-166
-1% -$9.76K 0.27% 72
2025
Q3 		$808K Buy
13,705
+539
+4% +$31.6K 0.27% 72
2025
Q2 		$771K Sell
13,166
-1,456
-10% -$85.3K 0.28% 74
2025
Q1 		$858K Sell
14,622
-5,094
-26% -$297K 0.35% 64
2024
Q4 		$1.15M Buy
19,716
+1,640
+9% +$95.7K 0.42% 55
2024
Q3 		$1.05M Buy
18,076
+2,903
+19% +$170K 0.4% 58
2024
Q2 		$885K Buy
15,173
+1,315
+9% +$76K 0.35% 67
2024
Q1 		$799K Buy
13,858
+4,819
+53% +$280K 0.34% 70
2023
Q4 		$527K Hold
9,039
– – 0.22% 83
2023
Q3 		$520K Sell
9,039
-5,166
-36% -$298K 0.24% 82
2023
Q2 		$819K Hold
14,205
– – 0.36% 67
2023
Q1 		$832K Sell
14,205
-1,131
-7% -$65.7K 0.38% 67
2022
Q4 		$893K Buy
15,336
+5,648
+58% +$326K 0.39% 67
2022
Q3 		$558K Buy
9,688
+2,600
+37% +$152K 0.26% 85
2022
Q2 		$416K Buy
7,088
+2,467
+53% +$146K 0.19% 96
2022
Q1 		$273K Hold
4,621
– – 0.11% 117
2021
Q4 		$280K Sell
4,621
-123
-3% -$7.52K 0.12% 115
2021
Q3 		$291K Sell
4,744
-358
-7% -$22K 0.12% 121
2021
Q2 		$314K Sell
5,102
-600
-11% -$36.9K 0.14% 112
2021
Q1 		$351K Buy
5,702
+920
+19% +$56.6K 0.16% 102
2020
Q4 		$295K Hold
4,782
– – 0.15% 99
2020
Q3 		$296K Hold
4,782
– – 0.16% 96
2020
Q2 		$297K Hold
4,782
– – 0.17% 87
2020
Q1 		$298K Sell
4,782
-883
-16% -$54.2K 0.18% 84
2019
Q4 		$346K Hold
5,665
– – 0.19% 81
2019
Q3 		$345K Sell
5,665
-3,650
-39% -$222K 0.21% 80
2019
Q2 		$566K Buy
9,315
+356
+4% +$21.5K 0.34% 64
2019
Q1 		$541K Sell
8,959
-2,603
-23% -$157K 0.34% 65
2018
Q4 		$695K Sell
11,562
-677
-6% -$40.4K 0.5% 51
2018
Q3 		$731K Buy
12,239
+337
+3% +$20.2K 0.45% 55
2018
Q2 		$712K Hold
11,902
– – 0.46% 54
2018
Q1 		$714K Buy
11,902
+496
+4% +$29.8K 0.48% 53
2017
Q4 		$687K Sell
11,406
-10,094
-47% -$610K 0.43% 58
2017
Q3 		$1.3M Buy
+21,500
New +$1.31M 0.83% 36

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's VGSH Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.07% in Q2 2026, selling an estimated $291 and leaving 7,408 shares worth $430K. The position accounts for 0.14% of the portfolio, ranked #96.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in VGSH in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.3M in Q3 2017. 478 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 7,408 shares of Vanguard Short-Term Treasury ETF worth $430K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management sold 5 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $291.
  • Vanguard Short-Term Treasury ETF made up 0.14% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2017 and has held it in 36 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $1.3M in Q3 2017.
  • 478 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.