Zhang Financial
VGUS icon

Zhang Financial’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Zhang Financial’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
Q3 		$11.1M Buy
146,205
+4,900
+3% +$370K 0.31% 55
2026
Q2 		$10.7M Buy
141,305
+18,653
+15% +$1.41M 0.31% 55
2026
Q1 		$9.28M Buy
122,652
+101,253
+473% +$7.65M 0.32% 49
2025
Q4 		$1.61M Buy
+21,399
New +$1.62M 0.06% 144

Other funds holding VGUS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Coston McIsaac & Partners
Coston McIsaac & Partners Bar Harbor, Maine $491M AUM 7.28% 1-Year Est. Return
Pines Wealth Management
Pines Wealth Management Southern Pines, North Carolina $352M AUM 25.51% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Zhang Financial's VGUS Position: Q3 2026 in Review

Zhang Financial increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 3.5% in Q3 2026, buying an estimated $370K and bringing the position to 146,205 shares worth $11.1M. The position accounts for 0.31% of the portfolio, ranked #55.

Zhang Financial first reported a position in VGUS in Q4 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold VGUS as of Q3 2026.

  • Zhang Financial held 146,205 shares of Vanguard Ultra-Short Treasury ETF worth $11.1M as of Q3 2026.
  • Zhang Financial bought 4,900 Vanguard Ultra-Short Treasury ETF shares in Q3 2026, an estimated $370K.
  • Vanguard Ultra-Short Treasury ETF made up 0.31% of Zhang Financial's portfolio in Q3 2026, its #55 holding.
  • Zhang Financial first reported a position in Vanguard Ultra-Short Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q3 2026.

Based on Zhang Financial's 13F filing for Q3 2026, filed 12 Nov 2026.