McLean Asset Management
VGSH icon

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
Q3 		$47.3M Buy
817,097
+49,370
+6% +$2.86M 6.31% 4
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 		$9.6M 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
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

McLean Asset Management's VGSH Position: Q3 2026 in Review

McLean Asset Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 6.4% in Q3 2026, buying an estimated $2.86M and bringing the position to 817,097 shares worth $47.3M. The position accounts for 6.31% of the portfolio, ranked #4.

McLean Asset Management first reported a position in VGSH in Q1 2021 and has held it in 23 quarters since. 1,019 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • McLean Asset Management held 817,097 shares of Vanguard Short-Term Treasury ETF worth $47.3M as of Q3 2026.
  • McLean Asset Management bought 49,370 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $2.86M.
  • Vanguard Short-Term Treasury ETF made up 6.31% of McLean Asset Management's portfolio in Q3 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 23 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.