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 Q3	$3.28M	Buy	43,481 +15,454	+55%	+$1.17M	2.34%	10
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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Pines Wealth Management Southern Pines, North Carolina $352M AUM 25.51% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

MKW

Mullaney, Keating & Wright Middletown, Connecticut $216M AUM 19.44% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

North Capital's VGUS Position: Q3 2026 in Review

North Capital increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 55% in Q3 2026, buying an estimated $1.17M and bringing the position to 43,481 shares worth $3.28M. The position accounts for 2.34% of the portfolio, ranked #10.

North Capital first reported a position in VGUS in Q1 2025 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold VGUS as of Q3 2026.

North Capital held 43,481 shares of Vanguard Ultra-Short Treasury ETF worth $3.28M as of Q3 2026.
North Capital bought 15,454 Vanguard Ultra-Short Treasury ETF shares in Q3 2026, an estimated $1.17M.
Vanguard Ultra-Short Treasury ETF made up 2.34% of North Capital's portfolio in Q3 2026, its #10 holding.
North Capital first reported a position in Vanguard Ultra-Short Treasury ETF in Q1 2025 and has held it in 7 quarters since.
38 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.