Planning Center Inc’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Planning Center Inc’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	$1.52M	Sell	20,119 -4,104	-17%	-$310K	0.14%	30
2026 Q1	$1.83M	Sell	24,223 -6,018	-20%	-$455K	0.19%	23
2025 Q4	$2.28M	Buy	30,241 +15,309	+103%	+$1.16M	0.23%	23
2025 Q3	$1.13M	Buy	14,932 +8,776	+143%	+$663K	0.12%	31
2025 Q2	$465K	Buy	6,156 +3,307	+116%	+$249K	0.05%	45
2025 Q1	$215K	Buy	+2,849	New	+$214K	0.03%	70

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 $857M AUM 17.21% 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

Planning Center Inc's VGUS Position: Q2 2026 in Review

Planning Center Inc reduced its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 17% in Q2 2026, selling an estimated $310K and leaving 20,119 shares worth $1.52M. The position accounts for 0.14% of the portfolio, ranked #30.

Planning Center Inc first reported a position in VGUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.28M in Q4 2025. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

Planning Center Inc held 20,119 shares of Vanguard Ultra-Short Treasury ETF worth $1.52M as of Q2 2026.
Planning Center Inc sold 4,104 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $310K.
Vanguard Ultra-Short Treasury ETF made up 0.14% of Planning Center Inc's portfolio in Q2 2026, its #30 holding.
Planning Center Inc first reported a position in Vanguard Ultra-Short Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Planning Center Inc's Vanguard Ultra-Short Treasury ETF position peaked at $2.28M in Q4 2025.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.