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

Orser Capital 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	$1M	Hold	13,230	–	–	0.5%	45
2026 Q1	$1M	Hold	13,230	–	–	0.65%	32
2025 Q4	$998K	Hold	13,230	–	–	0.56%	36
2025 Q3	$1M	Buy	13,230 +8,130	+159%	+$614K	0.53%	48
2025 Q2	$385K	Buy	+5,100	New	+$384K	0.27%	40

Other funds holding VGUS

PWM

Pines Wealth Management Southern Pines, North Carolina $348M AUM 33.61% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 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

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

VFA

Values First Advisors Gray, Tennessee $219M AUM 33.35% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

North Capital Salt Lake City, Utah $132M AUM 20.16% 1-Year Est. Return

Orser Capital Management's VGUS Position: Q2 2026 in Review

Orser Capital Management held its Vanguard Ultra-Short Treasury ETF (VGUS) position steady in Q2 2026 at 13,230 shares worth $1M. The position accounts for 0.5% of the portfolio, ranked #45.

Orser Capital Management first reported a position in VGUS in Q2 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

Orser Capital Management held 13,230 shares of Vanguard Ultra-Short Treasury ETF worth $1M as of Q2 2026.
Orser Capital Management left its Vanguard Ultra-Short Treasury ETF share count unchanged in Q2 2026.
Vanguard Ultra-Short Treasury ETF made up 0.5% of Orser Capital Management's portfolio in Q2 2026, its #45 holding.
Orser Capital Management first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and has held it in 5 quarters since.
44 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Orser Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.