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

EverSource 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 Q3	$638K	Buy	+8,434	New	+$637K	0.02%	513

Other funds holding VGUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Coston McIsaac & Partners Bar Harbor, Maine $491M AUM 7.28% 1-Year Est. Return

Pines Wealth Management Southern Pines, North Carolina $352M AUM 25.51% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Hikari Power Tokyo, Japan $439M AUM 11.38% 1-Year Est. Return

Capital Investment Services of America Milwaukee, Wisconsin $1.09B AUM 8.58% 1-Year Est. Return

EverSource Wealth Advisors's VGUS Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Vanguard Ultra-Short Treasury ETF (VGUS) in Q3 2026: 8,434 shares worth $638K. The stake represents 0.02% of the portfolio and ranks #513 among its holdings.

61 funds tracked by Wall St. Rank hold VGUS as of Q3 2026.

EverSource Wealth Advisors held 8,434 shares of Vanguard Ultra-Short Treasury ETF worth $638K as of Q3 2026.
Vanguard Ultra-Short Treasury ETF was a new EverSource Wealth Advisors position in Q3 2026.
Vanguard Ultra-Short Treasury ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q3 2026, its #513 holding.
61 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.