Forum Financial Management’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Forum Financial 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	$373K	Buy	+4,930	New	+$373K	﹤0.01%	242

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

Forum Financial Management's VGUS Position: Q2 2026 in Review

Forum Financial Management opened a new position in Vanguard Ultra-Short Treasury ETF (VGUS) in Q2 2026: 4,930 shares worth $373K. The stake represents ﹤0.01% of the portfolio and ranks #242 among its holdings.

97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

Forum Financial Management held 4,930 shares of Vanguard Ultra-Short Treasury ETF worth $373K as of Q2 2026.
Vanguard Ultra-Short Treasury ETF was a new Forum Financial Management position in Q2 2026.
Vanguard Ultra-Short Treasury ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #242 holding.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.