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Independent Financial Group’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Independent Financial 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 		$287K Buy
+3,798
New +$287K 0.01% 1288
2026
Q1 		– Sell
-2,911
Closed -$220K – 1552
2025
Q4 		$220K Buy
+2,911
New +$220K ﹤0.01% 1302

Other funds holding VGUS

PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Independent Financial Group's VGUS Position: Q3 2026 in Review

Independent Financial Group opened a new position in Vanguard Ultra-Short Treasury ETF (VGUS) in Q3 2026: 3,798 shares worth $287K. The stake represents 0.01% of the portfolio and ranks #1288 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in VGUS as recently as Q4 2025.

Independent Financial Group first reported a position in VGUS in Q4 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold VGUS as of Q3 2026.

  • Independent Financial Group held 3,798 shares of Vanguard Ultra-Short Treasury ETF worth $287K as of Q3 2026.
  • Vanguard Ultra-Short Treasury ETF was a new Independent Financial Group position in Q3 2026.
  • Vanguard Ultra-Short Treasury ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1288 holding.
  • Independent Financial Group first reported a position in Vanguard Ultra-Short Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.