McLean Asset Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

McLean Asset Management’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	$44.6M	Buy	767,727 +486,074	+173%	+$28.3M	5.9%	4
2026 Q1	$16.5M	Buy	281,653 +32,963	+13%	+$1.93M	2.88%	9
2025 Q4	$14.6M	Buy	248,690 +28,356	+13%	+$1.67M	2.62%	10
2025 Q3	$12.9M	Buy	220,334 +47,520	+27%	+$2.79M	2.67%	10
2025 Q2	$10.1M	Sell	172,814 -10,051	-5%	-$589K	2.66%	12
2025 Q1	$10.7M	Buy	182,865 +17,516	+11%	+$1.02M	3.55%	9
2024 Q4	$9.62M	Buy	165,349 +16,142	+11%	+$942K	2.89%	11
2024 Q3	$8.74M	Buy	149,207 +18,178	+14%	+$1.06M	2.63%	12
2024 Q2	$7.6M	Buy	131,029 +9,640	+8%	+$557K	2.46%	12
2024 Q1	$7.02M	Buy	121,389 +6,058	+5%	+$352K	2.4%	12
2023 Q4	$6.71M	Sell	115,331 -4,035	-3%	-$233K	2.52%	12
2023 Q3	$6.87M	Sell	119,366 -937	-0.8%	-$54K	2.82%	10
2023 Q2	$6.95M	Buy	120,303 +7,551	+7%	+$440K	2.72%	10
2023 Q1	$6.6M	Sell	112,752 -20,017	-15%	-$1.16M	2.72%	11
2022 Q4	$7.68M	Sell	132,769 -18,687	-12%	-$1.08M	2.61%	12
2022 Q3	$8.73M	Buy	151,456 +40,152	+36%	+$2.35M	3.37%	9
2022 Q2	$6.55M	Buy	111,304 +86,152	+343%	+$5.08M	2.61%	12
2022 Q1	$1.49M	Buy	25,152 +3,179	+14%	+$191K	1.1%	14
2021 Q4	$1.33M	Buy	21,973 +7,677	+54%	+$469K	0.52%	24
2021 Q3	$875K	Buy	14,296 +1,587	+12%	+$97.6K	0.34%	36
2021 Q2	$781K	Buy	12,709 +2,528	+25%	+$156K	0.35%	36
2021 Q1	$626K	Buy	+10,181	New	+$627K	0.49%	36

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

McLean Asset Management's VGSH Position: Q2 2026 in Review

McLean Asset Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 173% in Q2 2026, buying an estimated $28.3M and bringing the position to 767,727 shares worth $44.6M. The position accounts for 5.9% of the portfolio, ranked #4.

McLean Asset Management first reported a position in VGSH in Q1 2021 and has held it in 22 quarters since. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

McLean Asset Management held 767,727 shares of Vanguard Short-Term Treasury ETF worth $44.6M as of Q2 2026.
McLean Asset Management bought 486,074 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $28.3M.
Vanguard Short-Term Treasury ETF made up 5.9% of McLean Asset Management's portfolio in Q2 2026, its #4 holding.
McLean Asset Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and has held it in 22 quarters since.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.