Action Point Financial Planning’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Action Point Financial Planning’s Portfolio VGUS Stock Details VGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56.3K	Buy	+744	New	+$56.2K	0.01%	778

Other funds holding VGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CMP

Coston McIsaac & Partners Bar Harbor, Maine $497M AUM 11% 1-Year Est. Return

PWM

Pines Wealth Management Southern Pines, North Carolina $348M AUM 33.61% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Action Point Financial Planning's VGUS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Ultra-Short Treasury ETF (VGUS) in Q2 2026: 744 shares worth $56.3K. The stake represents 0.01% of the portfolio and ranks #778 among its holdings.

97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

Action Point Financial Planning held 744 shares of Vanguard Ultra-Short Treasury ETF worth $56.3K as of Q2 2026.
Vanguard Ultra-Short Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Ultra-Short Treasury ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #778 holding.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.