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 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 $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

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

CMP

Coston McIsaac & Partners Bar Harbor, Maine $443M AUM 6.68% 1-Year Est. Return

PWM

Pines Wealth Management Southern Pines, North Carolina $309M AUM 26.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Hikari Power Tokyo, Japan $1.15B AUM 5.31% 1-Year Est. Return

Planning Center Inc's VGUS Position: Q1 2026 in Review

Planning Center Inc reduced its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 20% in Q1 2026, selling an estimated $455K and leaving 24,223 shares worth $1.83M. The position accounts for 0.19% of the portfolio, ranked #23.

Planning Center Inc first reported a position in VGUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.28M in Q4 2025. 85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

Planning Center Inc held 24,223 shares of Vanguard Ultra-Short Treasury ETF worth $1.83M as of Q1 2026.
Planning Center Inc sold 6,018 Vanguard Ultra-Short Treasury ETF shares in Q1 2026, an estimated $455K.
Vanguard Ultra-Short Treasury ETF made up 0.19% of Planning Center Inc's portfolio in Q1 2026, its #23 holding.
Planning Center Inc first reported a position in Vanguard Ultra-Short Treasury ETF in Q1 2025 and has held it in 5 quarters since.
Planning Center Inc's Vanguard Ultra-Short Treasury ETF position peaked at $2.28M in Q4 2025.
85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on Planning Center Inc's 13F filing for Q1 2026, filed 28 Apr 2026.