Focus Partners Wealth
VGUS icon

Focus Partners Wealth’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Focus Partners Wealth’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 		– Sell
-2,860
Closed -$216K – 2998
2026
Q1 		$216K Hold
2,860
– – ﹤0.01% 2381
2025
Q4 		$216K Buy
+2,860
New +$216K ﹤0.01% 2415

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 $905M AUM 11.33% 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

Focus Partners Wealth's VGUS Position: Q2 2026 in Review

Focus Partners Wealth sold out of Vanguard Ultra-Short Treasury ETF (VGUS) in Q2 2026, closing a stake of 2,860 shares — an estimated $216K sold.

Focus Partners Wealth first reported a position in VGUS in Q4 2025 and held it in 2 quarters. The position peaked at $216K in Q1 2026. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

  • Focus Partners Wealth reported no remaining Vanguard Ultra-Short Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 2,860 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $216K.
  • Focus Partners Wealth first reported a position in Vanguard Ultra-Short Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Focus Partners Wealth's Vanguard Ultra-Short Treasury ETF position peaked at $216K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.