DBRC
VGUS

D.B. Root & Company’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

D.B. Root & Company’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 		– Sell
-16,429
Closed -$1.24M – 208
2025
Q4 		$1.24M Buy
16,429
+205
+1% +$15.5K 0.3% 48
2025
Q3 		$1.23M Buy
16,224
+539
+3% +$40.7K 0.31% 49
2025
Q2 		$1.18M Buy
+15,685
New +$1.18M 0.35% 50

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

D.B. Root & Company's VGUS Position: Q1 2026 in Review

D.B. Root & Company sold out of Vanguard Ultra-Short Treasury ETF (VGUS) in Q1 2026, closing a stake of 16,429 shares — an estimated $1.24M sold.

D.B. Root & Company first reported a position in VGUS in Q2 2025 and held it in 3 quarters. The position peaked at $1.24M in Q4 2025. 85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

  • D.B. Root & Company reported no remaining Vanguard Ultra-Short Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • D.B. Root & Company sold 16,429 Vanguard Ultra-Short Treasury ETF shares in Q1 2026, an estimated $1.24M.
  • D.B. Root & Company first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and held it in 3 quarters.
  • D.B. Root & Company's Vanguard Ultra-Short Treasury ETF position peaked at $1.24M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.