North Star Investment Management’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

North Star Investment Management’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	$32.3K	Buy	427 +3	+0.7%	+$227	﹤0.01%	836
2026 Q1	$32.1K	Buy	424 +3	+0.7%	+$227	﹤0.01%	828
2025 Q4	$31.8K	Sell	421 -649	-61%	-$49K	﹤0.01%	765
2025 Q3	$80.9K	Buy	1,070 +10	+0.9%	+$755	0.01%	568
2025 Q2	$80.1K	Buy	+1,060	New	+$79.9K	0.01%	557

Other funds holding VGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $905M AUM 11.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

North Star Investment Management's VGUS Position: Q2 2026 in Review

North Star Investment Management increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 0.71% in Q2 2026, buying an estimated $227 and bringing the position to 427 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

North Star Investment Management first reported a position in VGUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $80.9K in Q3 2025. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

North Star Investment Management held 427 shares of Vanguard Ultra-Short Treasury ETF worth $32.3K as of Q2 2026.
North Star Investment Management bought 3 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $227.
Vanguard Ultra-Short Treasury ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #836 holding.
North Star Investment Management first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and has held it in 5 quarters since.
North Star Investment Management's Vanguard Ultra-Short Treasury ETF position peaked at $80.9K in Q3 2025.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.