CWG
VGUS

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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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 $857M AUM 17.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crown Wealth Group's VGUS Position: Q2 2026 in Review

Crown Wealth Group reduced its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 24% in Q2 2026, selling an estimated $111K and leaving 4,640 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #98.

Crown Wealth Group first reported a position in VGUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.99M in Q4 2025. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

  • Crown Wealth Group held 4,640 shares of Vanguard Ultra-Short Treasury ETF worth $351K as of Q2 2026.
  • Crown Wealth Group sold 1,469 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $111K.
  • Vanguard Ultra-Short Treasury ETF made up 0.09% of Crown Wealth Group's portfolio in Q2 2026, its #98 holding.
  • Crown Wealth Group first reported a position in Vanguard Ultra-Short Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Crown Wealth Group's Vanguard Ultra-Short Treasury ETF position peaked at $4.99M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.