BFO
VGUS

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
CMP
Coston McIsaac & Partners Bar Harbor, Maine $443M AUM 6.68% 1-Year Est. Return
PWM
Pines Wealth Management Southern Pines, North Carolina $348M AUM 33.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HP
Hikari Power Tokyo, Japan $1.15B AUM 5.31% 1-Year Est. Return

Boston Family Office's VGUS Position: Q1 2026 in Review

Boston Family Office increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 11% in Q1 2026, buying an estimated $223K and bringing the position to 29,994 shares worth $2.27M. The position accounts for 0.15% of the portfolio, ranked #113.

Boston Family Office first reported a position in VGUS in Q2 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

  • Boston Family Office held 29,994 shares of Vanguard Ultra-Short Treasury ETF worth $2.27M as of Q1 2026.
  • Boston Family Office bought 2,948 Vanguard Ultra-Short Treasury ETF shares in Q1 2026, an estimated $223K.
  • Vanguard Ultra-Short Treasury ETF made up 0.15% of Boston Family Office's portfolio in Q1 2026, its #113 holding.
  • Boston Family Office first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.