Integrated Wealth Concepts’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Integrated Wealth Concepts’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	$495K	Buy	+6,548	New	+$495K	﹤0.01%	1550

Other funds holding VGUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 $348M AUM 33.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Hikari Power Tokyo, Japan $1.15B AUM 5.31% 1-Year Est. Return

Integrated Wealth Concepts's VGUS Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Vanguard Ultra-Short Treasury ETF (VGUS) in Q1 2026: 6,548 shares worth $495K. The stake represents ﹤0.01% of the portfolio and ranks #1550 among its holdings.

85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

Integrated Wealth Concepts held 6,548 shares of Vanguard Ultra-Short Treasury ETF worth $495K as of Q1 2026.
Vanguard Ultra-Short Treasury ETF was a new Integrated Wealth Concepts position in Q1 2026.
Vanguard Ultra-Short Treasury ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1550 holding.
85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.