NC
VGUS

North Capital’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

North Capital’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 		$2.12M Sell
28,027
-30
-0.1% -$2.27K 1.6% 11
2026
Q1 		$2.12M Buy
28,057
+3,016
+12% +$228K 1.8% 9
2025
Q4 		$1.89M Sell
25,041
-1,176
-4% -$88.8K 1.63% 9
2025
Q3 		$1.98M Buy
26,217
+1
+0% +$75 1.53% 9
2025
Q2 		$1.98M Buy
26,216
+12,958
+98% +$977K 1.71% 9
2025
Q1 		$1M Buy
+13,258
New +$998K 0.94% 15

Other funds holding VGUS

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
MKW
Mullaney, Keating & Wright Middletown, Connecticut $207M AUM 26.34% 1-Year Est. Return

North Capital's VGUS Position: Q2 2026 in Review

North Capital reduced its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 0.11% in Q2 2026, selling an estimated $2.27K and leaving 28,027 shares worth $2.12M. The position accounts for 1.6% of the portfolio, ranked #11.

North Capital first reported a position in VGUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.12M in Q1 2026. 12 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

  • North Capital held 28,027 shares of Vanguard Ultra-Short Treasury ETF worth $2.12M as of Q2 2026.
  • North Capital sold 30 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $2.27K.
  • Vanguard Ultra-Short Treasury ETF made up 1.6% of North Capital's portfolio in Q2 2026, its #11 holding.
  • North Capital first reported a position in Vanguard Ultra-Short Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • North Capital's Vanguard Ultra-Short Treasury ETF position peaked at $2.12M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.