Core Wealth Advisors (Florida)’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Core Wealth Advisors (Florida)’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	$703K	Sell	9,291 -1,324	-12%	-$100K	0.14%	63
2026 Q1	$803K	Buy	10,615 +26	+0.2%	+$1.97K	0.19%	49
2025 Q4	$799K	Sell	10,589 -2,655	-20%	-$201K	0.21%	46
2025 Q3	$1M	Buy	+13,244	New	+$1,000K	0.26%	36

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

Core Wealth Advisors (Florida)'s VGUS Position: Q2 2026 in Review

Core Wealth Advisors (Florida) reduced its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 12% in Q2 2026, selling an estimated $100K and leaving 9,291 shares worth $703K. The position accounts for 0.14% of the portfolio, ranked #63.

Core Wealth Advisors (Florida) first reported a position in VGUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1M in Q3 2025. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

Core Wealth Advisors (Florida) held 9,291 shares of Vanguard Ultra-Short Treasury ETF worth $703K as of Q2 2026.
Core Wealth Advisors (Florida) sold 1,324 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $100K.
Vanguard Ultra-Short Treasury ETF made up 0.14% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #63 holding.
Core Wealth Advisors (Florida) first reported a position in Vanguard Ultra-Short Treasury ETF in Q3 2025 and has held it in 4 quarters since.
Core Wealth Advisors (Florida)'s Vanguard Ultra-Short Treasury ETF position peaked at $1M in Q3 2025.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.