Creative Financial Designs’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Creative Financial Designs’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	$1.87M	Buy	24,672 +10,422	+73%	+$788K	0.09%	201
2026 Q1	$1.08M	Buy	14,250 +6,503	+84%	+$491K	0.07%	222
2025 Q4	$585K	Buy	7,747 +4,487	+138%	+$339K	0.04%	308
2025 Q3	$247K	Buy	+3,260	New	+$246K	0.02%	437

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 $905M AUM 11.33% 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

Creative Financial Designs's VGUS Position: Q2 2026 in Review

Creative Financial Designs increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 73% in Q2 2026, buying an estimated $788K and bringing the position to 24,672 shares worth $1.87M. The position accounts for 0.09% of the portfolio, ranked #201.

Creative Financial Designs first reported a position in VGUS in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

Creative Financial Designs held 24,672 shares of Vanguard Ultra-Short Treasury ETF worth $1.87M as of Q2 2026.
Creative Financial Designs bought 10,422 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $788K.
Vanguard Ultra-Short Treasury ETF made up 0.09% of Creative Financial Designs's portfolio in Q2 2026, its #201 holding.
Creative Financial Designs first reported a position in Vanguard Ultra-Short Treasury ETF in Q3 2025 and has held it in 4 quarters since.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.