CFD
VGUS

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
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
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

Creative Financial Designs's VGUS Position: Q1 2026 in Review

Creative Financial Designs increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 84% in Q1 2026, buying an estimated $491K and bringing the position to 14,250 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #222.

Creative Financial Designs first reported a position in VGUS in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

  • Creative Financial Designs held 14,250 shares of Vanguard Ultra-Short Treasury ETF worth $1.08M as of Q1 2026.
  • Creative Financial Designs bought 6,503 Vanguard Ultra-Short Treasury ETF shares in Q1 2026, an estimated $491K.
  • Vanguard Ultra-Short Treasury ETF made up 0.07% of Creative Financial Designs's portfolio in Q1 2026, its #222 holding.
  • Creative Financial Designs first reported a position in Vanguard Ultra-Short Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.