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

Western Reserve 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	–	Sell	-2,872	Closed	-$217K	–	56
2026 Q1	$217K	Hold	2,872	–	–	0.18%	46
2025 Q4	$217K	Buy	+2,872	New	+$217K	0.2%	45

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

Western Reserve Capital Management's VGUS Position: Q2 2026 in Review

Western Reserve Capital Management sold out of Vanguard Ultra-Short Treasury ETF (VGUS) in Q2 2026, closing a stake of 2,872 shares — an estimated $217K sold.

Western Reserve Capital Management first reported a position in VGUS in Q4 2025 and held it in 2 quarters. The position peaked at $217K in Q1 2026. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

Western Reserve Capital Management reported no remaining Vanguard Ultra-Short Treasury ETF position as of Q2 2026 after selling out during the quarter.
Western Reserve Capital Management sold 2,872 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $217K.
Western Reserve Capital Management first reported a position in Vanguard Ultra-Short Treasury ETF in Q4 2025 and held it in 2 quarters.
Western Reserve Capital Management's Vanguard Ultra-Short Treasury ETF position peaked at $217K in Q1 2026.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Western Reserve Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.