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Kestra Investment Management’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Kestra Investment 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 		$620K Buy
+8,200
New +$620K 0.01% 287
2026
Q1 		– Sell
-3,551
Closed -$268K – 525
2025
Q4 		$268K Buy
+3,551
New +$268K 0.01% 380

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

Kestra Investment Management's VGUS Position: Q2 2026 in Review

Kestra Investment Management opened a new position in Vanguard Ultra-Short Treasury ETF (VGUS) in Q2 2026: 8,200 shares worth $620K. The stake represents 0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in VGUS as recently as Q4 2025.

Kestra Investment Management first reported a position in VGUS in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

  • Kestra Investment Management held 8,200 shares of Vanguard Ultra-Short Treasury ETF worth $620K as of Q2 2026.
  • Vanguard Ultra-Short Treasury ETF was a new Kestra Investment Management position in Q2 2026.
  • Vanguard Ultra-Short Treasury ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #287 holding.
  • Kestra Investment Management first reported a position in Vanguard Ultra-Short Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.