Burling Wealth Partners’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Burling Wealth Partners’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	-17,570	Closed	-$1.33M	–	191
2026 Q1	$1.33M	Sell	17,570 -9,469	-35%	-$716K	0.22%	84
2025 Q4	$2.04M	Buy	27,039 +7,110	+36%	+$537K	0.32%	70
2025 Q3	$1.51M	Buy	19,929 +16,467	+476%	+$1.24M	0.25%	78
2025 Q2	$261K	Buy	+3,462	New	+$261K	0.05%	158

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

Burling Wealth Partners's VGUS Position: Q2 2026 in Review

Burling Wealth Partners sold out of Vanguard Ultra-Short Treasury ETF (VGUS) in Q2 2026, closing a stake of 17,570 shares — an estimated $1.33M sold.

Burling Wealth Partners first reported a position in VGUS in Q2 2025 and held it in 4 quarters. The position peaked at $2.04M in Q4 2025. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

Burling Wealth Partners reported no remaining Vanguard Ultra-Short Treasury ETF position as of Q2 2026 after selling out during the quarter.
Burling Wealth Partners sold 17,570 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $1.33M.
Burling Wealth Partners first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and held it in 4 quarters.
Burling Wealth Partners's Vanguard Ultra-Short Treasury ETF position peaked at $2.04M in Q4 2025.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.