ACM
VGUS

Avalon Capital Management’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Avalon Capital Management’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
Q1 		– Sell
-3,971
Closed -$300K – 151
2025
Q4 		$300K Sell
3,971
-521
-12% -$39.4K 0.07% 111
2025
Q3 		$340K Sell
4,492
-24,203
-84% -$1.83M 0.08% 96
2025
Q2 		$2.17M Sell
28,695
-30,491
-52% -$2.3M 0.58% 45
2025
Q1 		$4.47M Buy
+59,186
New +$4.45M 1.3% 26

Other funds holding VGUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
CMP
Coston McIsaac & Partners Bar Harbor, Maine $443M AUM 6.68% 1-Year Est. Return
PWM
Pines Wealth Management Southern Pines, North Carolina $309M AUM 26.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HP
Hikari Power Tokyo, Japan $1.15B AUM 5.31% 1-Year Est. Return

Avalon Capital Management's VGUS Position: Q1 2026 in Review

Avalon Capital Management sold out of Vanguard Ultra-Short Treasury ETF (VGUS) in Q1 2026, closing a stake of 3,971 shares — an estimated $300K sold.

Avalon Capital Management first reported a position in VGUS in Q1 2025 and held it in 4 quarters. The position peaked at $4.47M in Q1 2025. 85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

  • Avalon Capital Management reported no remaining Vanguard Ultra-Short Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Avalon Capital Management sold 3,971 Vanguard Ultra-Short Treasury ETF shares in Q1 2026, an estimated $300K.
  • Avalon Capital Management first reported a position in Vanguard Ultra-Short Treasury ETF in Q1 2025 and held it in 4 quarters.
  • Avalon Capital Management's Vanguard Ultra-Short Treasury ETF position peaked at $4.47M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on Avalon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.