VGUS β€” VANGUARD ULTRA SHORT TREASURY ETF

Ownership history in Coston, McIsaac & Partners  Β·  4 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported VANGUARD ULTRA SHORT TREASURY ETF (VGUS) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 3.62% in 2025 Q4. The latest visible filing shows VGUS at 3.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VGUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in VANGUARD ULTRA SHORT TREASURY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VGUS was reported at 3.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.62% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coston, McIsaac & Partners held VGUS β€” position size vs. price
% of Fund (quarterly)    VGUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 206,540 +31,179 +17.8% 3.62% $15.6M 2026-02-14 (Est.) $75.17
2025 Q3 ADDED 175,361 +162,445 +1257.7% 3.16% $13.3M 2025-11-05 $74.36
2025 Q2 ADDED 12,916 +12,156 +1599.5% 0.25% $975K 2025-08-12 $73.65
2025 Q1 INITIATED 760 β€” β€” 0.02% $57K 2025-05-13 $72.87

FAQ About Coston, McIsaac & Partners and VGUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coston, McIsaac & Partners reported owning VGUS?

Coston, McIsaac & Partners reported VGUS across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported VGUS position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for VGUS was 3.62% in 2025 Q4.

What is the latest reported VGUS position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 206,540 shares, equal to 3.62% of portfolio, with an estimated market value of $15.6M.

What does the chart on this VGUS ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly VGUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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