Lido Advisors
VGUS icon

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

Lido 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 		$15.8M Sell
208,889
-408,807
-66% -$30.9M 0.04% 282
2026
Q2 		$46.7M Buy
+617,696
New +$46.7M 0.13% 106

Other funds holding VGUS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Coston McIsaac & Partners
Coston McIsaac & Partners Bar Harbor, Maine $491M AUM 7.28% 1-Year Est. Return
Pines Wealth Management
Pines Wealth Management Southern Pines, North Carolina $352M AUM 25.51% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Hikari Power
Hikari Power Tokyo, Japan $439M AUM 11.38% 1-Year Est. Return
Capital Investment Services of America
Capital Investment Services of America Milwaukee, Wisconsin $1.09B AUM 8.58% 1-Year Est. Return

Lido Advisors's VGUS Position: Q3 2026 in Review

Lido Advisors reduced its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 66% in Q3 2026, selling an estimated $30.9M and leaving 208,889 shares worth $15.8M. The position accounts for 0.04% of the portfolio, ranked #282.

Lido Advisors first reported a position in VGUS in Q2 2026 and has held it in 2 quarters since. The position peaked at $46.7M in Q2 2026. 67 funds tracked by Wall St. Rank hold VGUS as of Q3 2026.

  • Lido Advisors held 208,889 shares of Vanguard Ultra-Short Treasury ETF worth $15.8M as of Q3 2026.
  • Lido Advisors sold 408,807 Vanguard Ultra-Short Treasury ETF shares in Q3 2026, an estimated $30.9M.
  • Vanguard Ultra-Short Treasury ETF made up 0.04% of Lido Advisors's portfolio in Q3 2026, its #282 holding.
  • Lido Advisors first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • Lido Advisors's Vanguard Ultra-Short Treasury ETF position peaked at $46.7M in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q3 2026.

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