Envestnet Asset Management
VGUS

Envestnet Asset Management’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Envestnet Asset Management’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 		$5.12M Buy
67,712
+50,448
+292% +$3.81M ﹤0.01% 2448
2026
Q1 		$1.31M Buy
17,264
+7,028
+69% +$531K ﹤0.01% 3299
2025
Q4 		$772K Buy
+10,236
New +$773K ﹤0.01% 3421

Other funds holding VGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management's VGUS Position: Q2 2026 in Review

Envestnet Asset Management increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 292% in Q2 2026, buying an estimated $3.81M and bringing the position to 67,712 shares worth $5.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Envestnet Asset Management first reported a position in VGUS in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

  • Envestnet Asset Management held 67,712 shares of Vanguard Ultra-Short Treasury ETF worth $5.12M as of Q2 2026.
  • Envestnet Asset Management bought 50,448 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $3.81M.
  • Vanguard Ultra-Short Treasury ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2448 holding.
  • Envestnet Asset Management first reported a position in Vanguard Ultra-Short Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.