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

Creative 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	–	Sell	-3,402	Closed	-$257K	–	4423
2026 Q1	$257K	Buy	+3,402	New	+$257K	﹤0.01%	3540

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 Planning's VGUS Position: Q2 2026 in Review

Creative Planning sold out of Vanguard Ultra-Short Treasury ETF (VGUS) in Q2 2026, closing a stake of 3,402 shares — an estimated $257K sold.

Creative Planning first reported a position in VGUS in Q1 2026 and held it in 1 quarter. The position peaked at $257K in Q1 2026. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

Creative Planning reported no remaining Vanguard Ultra-Short Treasury ETF position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 3,402 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $257K.
Creative Planning first reported a position in Vanguard Ultra-Short Treasury ETF in Q1 2026 and held it in 1 quarter.
Creative Planning's Vanguard Ultra-Short Treasury ETF position peaked at $257K in Q1 2026.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.