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Crown Wealth Group’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Crown Wealth Group’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
Q3 		$203K Sell
2,687
-1,953
-42% -$148K 0.05% 145
2026
Q2 		$351K Sell
4,640
-1,469
-24% -$111K 0.09% 98
2026
Q1 		$462K Sell
6,109
-59,957
-91% -$4.53M 0.14% 70
2025
Q4 		$4.99M Buy
66,066
+16,974
+35% +$1.28M 1.39% 18
2025
Q3 		$3.71M Buy
+49,092
New +$3.71M 1.12% 20

Other funds holding VGUS

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
NC
North Capital Salt Lake City, Utah $140M AUM 14.22% 1-Year Est. Return
MKW
Mullaney, Keating & Wright Middletown, Connecticut $216M AUM 19.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GPCM
Guardsman Private Capital Management Sarasota, Florida $144M AUM 9.55% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
MF
Manuka Financial Richmond, Virginia $201M AUM 16.29% 1-Year Est. Return

Crown Wealth Group's VGUS Position: Q3 2026 in Review

Crown Wealth Group reduced its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 42% in Q3 2026, selling an estimated $148K and leaving 2,687 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #145.

Crown Wealth Group first reported a position in VGUS in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.99M in Q4 2025. 24 funds tracked by Wall St. Rank hold VGUS as of Q3 2026.

  • Crown Wealth Group held 2,687 shares of Vanguard Ultra-Short Treasury ETF worth $203K as of Q3 2026.
  • Crown Wealth Group sold 1,953 Vanguard Ultra-Short Treasury ETF shares in Q3 2026, an estimated $148K.
  • Vanguard Ultra-Short Treasury ETF made up 0.05% of Crown Wealth Group's portfolio in Q3 2026, its #145 holding.
  • Crown Wealth Group first reported a position in Vanguard Ultra-Short Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • Crown Wealth Group's Vanguard Ultra-Short Treasury ETF position peaked at $4.99M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.