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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
Q2 		$601K Buy
+10,323
New +$602K 0.01% 226
2026
Q1 		– Sell
-10,724
Closed -$630K – 231
2025
Q4 		$630K Sell
10,724
-8,607
-45% -$506K 0.01% 182
2025
Q3 		$1.14M Sell
19,331
-595
-3% -$34.9K 0.02% 156
2025
Q2 		$1.17M Sell
19,926
-1,854
-9% -$109K 0.02% 154
2025
Q1 		$1.28M Sell
21,780
-688,098
-97% -$40.2M 0.02% 145
2024
Q4 		$41.3M Buy
709,878
+44,169
+7% +$2.58M 0.8% 29
2024
Q3 		$39.3M Buy
665,709
+55,567
+9% +$3.25M 0.91% 30
2024
Q2 		$35.4M Buy
610,142
+39,635
+7% +$2.29M 0.76% 30
2024
Q1 		$33.1M Buy
+570,507
New +$33.2M 0.75% 30

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

CLA (CliftonLarsonAllen) Wealth Advisors's VGSH Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 10,323 shares worth $601K. The stake represents 0.01% of the portfolio and ranks #226 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in VGSH as recently as Q4 2025.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VGSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $41.3M in Q4 2024. 503 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 10,323 shares of Vanguard Short-Term Treasury ETF worth $601K as of Q2 2026.
  • Vanguard Short-Term Treasury ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • Vanguard Short-Term Treasury ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $41.3M in Q4 2024.
  • 503 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.