Carroll Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$526K Buy
9,039
+119
+1% +$6.94K 0.17% 48
2026
Q1
$522K Buy
8,920
+5,468
+158% +$321K 0.2% 47
2025
Q4
$203K Buy
+3,452
New +$203K 0.09% 70

Other funds holding VGSH

Carroll Advisory Group's VGSH Position: Q2 2026 in Review

Carroll Advisory Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.3% in Q2 2026, buying an estimated $6.94K and bringing the position to 9,039 shares worth $526K. The position accounts for 0.17% of the portfolio, ranked #48.

Carroll Advisory Group first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Carroll Advisory Group held 9,039 shares of Vanguard Short-Term Treasury ETF worth $526K as of Q2 2026.
  • Carroll Advisory Group bought 119 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $6.94K.
  • Vanguard Short-Term Treasury ETF made up 0.17% of Carroll Advisory Group's portfolio in Q2 2026, its #48 holding.
  • Carroll Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.