Clifford Swan Investment Counsel’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Clifford Swan Investment Counsel’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 Q1	$646K	Buy	11,036 +52	+0.5%	+$3.05K	0.02%	192
2025 Q4	$645K	Hold	10,984	–	–	0.02%	202
2025 Q3	$646K	Hold	10,984	–	–	0.02%	206
2025 Q2	$646K	Hold	10,984	–	–	0.02%	201
2025 Q1	$645K	Buy	+10,984	New	+$641K	0.02%	198

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Clifford Swan Investment Counsel's VGSH Position: Q1 2026 in Review

Clifford Swan Investment Counsel increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.47% in Q1 2026, buying an estimated $3.05K and bringing the position to 11,036 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #192.

Clifford Swan Investment Counsel first reported a position in VGSH in Q1 2025 and has held it in 5 quarters since. The position peaked at $646K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

Clifford Swan Investment Counsel held 11,036 shares of Vanguard Short-Term Treasury ETF worth $646K as of Q1 2026.
Clifford Swan Investment Counsel bought 52 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $3.05K.
Vanguard Short-Term Treasury ETF made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #192 holding.
Clifford Swan Investment Counsel first reported a position in Vanguard Short-Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
Clifford Swan Investment Counsel's Vanguard Short-Term Treasury ETF position peaked at $646K in Q3 2025.
1,054 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.