AF
VGUS

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

Allworth 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
Q2 		– Sell
-376
Closed -$28.4K – 5454
2026
Q1 		$28.4K Sell
376
-738
-66% -$55.8K ﹤0.01% 2746
2025
Q4 		$84.1K Buy
1,114
+397
+55% +$30K ﹤0.01% 1859
2025
Q3 		$54.2K Hold
717
– – ﹤0.01% 2043
2025
Q2 		$54.2K Buy
+717
New +$54K ﹤0.01% 1902

Other funds holding VGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allworth Financial's VGUS Position: Q2 2026 in Review

Allworth Financial sold out of Vanguard Ultra-Short Treasury ETF (VGUS) in Q2 2026, closing a stake of 376 shares — an estimated $28.4K sold.

Allworth Financial first reported a position in VGUS in Q2 2025 and held it in 4 quarters. The position peaked at $84.1K in Q4 2025. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

  • Allworth Financial reported no remaining Vanguard Ultra-Short Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 376 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $28.4K.
  • Allworth Financial first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and held it in 4 quarters.
  • Allworth Financial's Vanguard Ultra-Short Treasury ETF position peaked at $84.1K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.