Boston Family Office’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Boston Family Office’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	$2.58M	Buy	34,110 +4,116	+14%	+$311K	0.16%	111
2026 Q1	$2.27M	Buy	29,994 +2,948	+11%	+$223K	0.15%	113
2025 Q4	$2.04M	Buy	27,046 +1,742	+7%	+$132K	0.13%	120
2025 Q3	$1.92M	Buy	25,304 +5,735	+29%	+$433K	0.12%	126
2025 Q2	$1.48M	Buy	+19,569	New	+$1.48M	0.1%	140

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

Boston Family Office's VGUS Position: Q2 2026 in Review

Boston Family Office increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 14% in Q2 2026, buying an estimated $311K and bringing the position to 34,110 shares worth $2.58M. The position accounts for 0.16% of the portfolio, ranked #111.

Boston Family Office first reported a position in VGUS in Q2 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

Boston Family Office held 34,110 shares of Vanguard Ultra-Short Treasury ETF worth $2.58M as of Q2 2026.
Boston Family Office bought 4,116 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $311K.
Vanguard Ultra-Short Treasury ETF made up 0.16% of Boston Family Office's portfolio in Q2 2026, its #111 holding.
Boston Family Office first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and has held it in 5 quarters since.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.