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McCarley & Cook Financial Planners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

McCarley & Cook Financial Planners’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 		– Sell
-169
Closed -$9.9K – 276
2026
Q1 		$9.9K Hold
169
– – 0.01% 163
2025
Q4 		$9.9K Buy
+169
New +$9.9K 0.01% 154

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

McCarley & Cook Financial Planners's VGSH Position: Q2 2026 in Review

McCarley & Cook Financial Planners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026, closing a stake of 169 shares — an estimated $9.9K sold.

McCarley & Cook Financial Planners first reported a position in VGSH in Q4 2025 and held it in 2 quarters. The position peaked at $9.9K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • McCarley & Cook Financial Planners reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • McCarley & Cook Financial Planners sold 169 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $9.9K.
  • McCarley & Cook Financial Planners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • McCarley & Cook Financial Planners's Vanguard Short-Term Treasury ETF position peaked at $9.9K in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q2 2026, filed 21 Oct 2026.