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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
Q3 		– Sell
-5,439
Closed -$317K – 89
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

McClarren Financial Advisors's VGSH Position: Q3 2026 in Review

McClarren Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2026, closing a stake of 5,439 shares — an estimated $317K sold.

McClarren Financial Advisors first reported a position in VGSH in Q4 2021 and held it in 18 quarters. The position peaked at $639K in Q1 2025. 178 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • McClarren Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • McClarren Financial Advisors sold 5,439 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $317K.
  • McClarren Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and held it in 18 quarters.
  • McClarren Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $639K in Q1 2025.
  • 178 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.