B
VGUS

BetterWealth’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

BetterWealth’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
2025
Q4 		– Sell
-2,925
Closed -$221K – 73
2025
Q3 		$221K Buy
+2,925
New +$221K 0.05% 61

Other funds holding VGUS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BetterWealth's VGUS Position: Q4 2025 in Review

BetterWealth sold out of Vanguard Ultra-Short Treasury ETF (VGUS) in Q4 2025, closing a stake of 2,925 shares — an estimated $221K sold.

BetterWealth first reported a position in VGUS in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 73 funds tracked by Wall St. Rank hold VGUS as of Q4 2025.

  • BetterWealth reported no remaining Vanguard Ultra-Short Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • BetterWealth sold 2,925 Vanguard Ultra-Short Treasury ETF shares in Q4 2025, an estimated $221K.
  • BetterWealth first reported a position in Vanguard Ultra-Short Treasury ETF in Q3 2025 and held it in 1 quarter.
  • BetterWealth's Vanguard Ultra-Short Treasury ETF position peaked at $221K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q4 2025.

Based on BetterWealth's 13F filing for Q4 2025, filed 15 Jan 2026.