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

Beacon Financial Advisory’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	$1.56M	Buy	+20,592	New	+$1.56M	0.29%	74

Other funds holding VGUS

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

North Capital Salt Lake City, Utah $140M AUM 14.22% 1-Year Est. Return

MKW

Mullaney, Keating & Wright Middletown, Connecticut $216M AUM 19.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GPCM

Guardsman Private Capital Management Sarasota, Florida $144M AUM 9.55% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Manuka Financial Richmond, Virginia $201M AUM 16.29% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Beacon Financial Advisory's VGUS Position: Q3 2026 in Review

Beacon Financial Advisory opened a new position in Vanguard Ultra-Short Treasury ETF (VGUS) in Q3 2026: 20,592 shares worth $1.56M. The stake represents 0.29% of the portfolio and ranks #74 among its holdings.

24 funds tracked by Wall St. Rank hold VGUS as of Q3 2026.

Beacon Financial Advisory held 20,592 shares of Vanguard Ultra-Short Treasury ETF worth $1.56M as of Q3 2026.
Vanguard Ultra-Short Treasury ETF was a new Beacon Financial Advisory position in Q3 2026.
Vanguard Ultra-Short Treasury ETF made up 0.29% of Beacon Financial Advisory's portfolio in Q3 2026, its #74 holding.
24 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.