BWP
VGUS

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
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
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 $309M AUM 26.04% 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 $74.2B AUM 21.09% 1-Year Est. Return
HP
Hikari Power Tokyo, Japan $1.15B AUM 5.31% 1-Year Est. Return

Burling Wealth Partners's VGUS Position: Q1 2026 in Review

Burling Wealth Partners reduced its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 35% in Q1 2026, selling an estimated $716K and leaving 17,570 shares worth $1.33M. The position accounts for 0.22% of the portfolio, ranked #84.

Burling Wealth Partners first reported a position in VGUS in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.04M in Q4 2025. 85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

  • Burling Wealth Partners held 17,570 shares of Vanguard Ultra-Short Treasury ETF worth $1.33M as of Q1 2026.
  • Burling Wealth Partners sold 9,469 Vanguard Ultra-Short Treasury ETF shares in Q1 2026, an estimated $716K.
  • Vanguard Ultra-Short Treasury ETF made up 0.22% of Burling Wealth Partners's portfolio in Q1 2026, its #84 holding.
  • Burling Wealth Partners first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • Burling Wealth Partners's Vanguard Ultra-Short Treasury ETF position peaked at $2.04M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.