EWA
VGUS

EP Wealth Advisors’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

EP Wealth Advisors’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 		– Sell
-4,111
Closed -$310K – 1615
2025
Q4 		$310K Buy
+4,111
New +$310K ﹤0.01% 1119

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

EP Wealth Advisors's VGUS Position: Q1 2026 in Review

EP Wealth Advisors sold out of Vanguard Ultra-Short Treasury ETF (VGUS) in Q1 2026, closing a stake of 4,111 shares — an estimated $310K sold.

EP Wealth Advisors first reported a position in VGUS in Q4 2025 and held it in 1 quarter. The position peaked at $310K in Q4 2025. 85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

  • EP Wealth Advisors reported no remaining Vanguard Ultra-Short Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 4,111 Vanguard Ultra-Short Treasury ETF shares in Q1 2026, an estimated $310K.
  • EP Wealth Advisors first reported a position in Vanguard Ultra-Short Treasury ETF in Q4 2025 and held it in 1 quarter.
  • EP Wealth Advisors's Vanguard Ultra-Short Treasury ETF position peaked at $310K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.