McClarren Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

McClarren Financial 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	$317K	Buy	5,439 +142	+3%	+$8.28K	0.16%	68
2026 Q1	$310K	Buy	5,297 +5,180	+4,427%	+$304K	0.18%	65
2025 Q4	$391K	Sell	117 -8,367	-99%	-$492K	0.23%	53
2025 Q3	$499K	Sell	8,484 -2,382	-22%	-$140K	0.31%	46
2025 Q2	$639K	Sell	10,866 -23	-0.2%	-$1.35K	0.42%	44
2025 Q1	$639K	Buy	10,889 +6,495	+148%	+$379K	0.42%	40
2024 Q4	$255K	Buy	4,394 +3,464	+372%	+$202K	0.72%	24
2024 Q3	$54K	Buy	930 +873	+1,532%	+$51.1K	0.01%	118
2024 Q2	$53K	Sell	57 -855	-94%	-$49.4K	0.04%	143
2024 Q1	$53K	Buy	912 +52	+6%	+$3.02K	0.04%	139
2023 Q4	$50K	Buy	860 +11	+1%	+$636	0.04%	157
2023 Q3	$48K	Sell	849 -11	-1%	-$634	0.04%	149
2023 Q2	$49K	Buy	860 +25	+3%	+$1.46K	0.04%	153
2023 Q1	$48K	Buy	835 +3	+0.4%	+$174	0.04%	147
2022 Q4	$48K	Sell	832 -420	-34%	-$24.3K	0.05%	151
2022 Q3	$72K	Buy	+1,252	New	+$73.3K	0.07%	106
2022 Q2	–	Sell	-2,891	Closed	-$169K	–	268
2022 Q1	$169K	Sell	2,891 -1,222	-30%	-$73.4K	0.12%	65
2021 Q4	$251K	Buy	+4,113	New	+$252K	0.17%	56

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

McClarren Financial Advisors's VGSH Position: Q2 2026 in Review

McClarren Financial Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.7% in Q2 2026, buying an estimated $8.28K and bringing the position to 5,439 shares worth $317K. The position accounts for 0.16% of the portfolio, ranked #68.

McClarren Financial Advisors first reported a position in VGSH in Q4 2021 and has held it in 18 quarters since. The position peaked at $639K in Q1 2025. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

McClarren Financial Advisors held 5,439 shares of Vanguard Short-Term Treasury ETF worth $317K as of Q2 2026.
McClarren Financial Advisors bought 142 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $8.28K.
Vanguard Short-Term Treasury ETF made up 0.16% of McClarren Financial Advisors's portfolio in Q2 2026, its #68 holding.
McClarren Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 18 quarters since.
McClarren Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $639K in Q1 2025.
1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.