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 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 $1.56T 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

McLean Asset Management's VGSH Position: Q1 2026 in Review

McLean Asset Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 13% in Q1 2026, buying an estimated $1.93M and bringing the position to 281,653 shares worth $16.5M. The position accounts for 2.88% of the portfolio, ranked #9.

McLean Asset Management first reported a position in VGSH in Q1 2021 and has held it in 21 quarters since. 1,053 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

McLean Asset Management held 281,653 shares of Vanguard Short-Term Treasury ETF worth $16.5M as of Q1 2026.
McLean Asset Management bought 32,963 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $1.93M.
Vanguard Short-Term Treasury ETF made up 2.88% of McLean Asset Management's portfolio in Q1 2026, its #9 holding.
McLean Asset Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and has held it in 21 quarters since.
1,053 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.