LPL Financial
VGUS

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

LPL Financial’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 		$50.1M Sell
662,654
-181,047
-21% -$13.7M 0.01% 1005
2026
Q1 		$63.8M Buy
843,701
+684,209
+429% +$51.7M 0.02% 798
2025
Q4 		$12M Buy
159,492
+136,978
+608% +$10.3M ﹤0.01% 1768
2025
Q3 		$1.7M Buy
+22,514
New +$1.7M ﹤0.01% 3470

Other funds holding VGUS

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 $857M AUM 17.21% 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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

LPL Financial's VGUS Position: Q2 2026 in Review

LPL Financial reduced its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 21% in Q2 2026, selling an estimated $13.7M and leaving 662,654 shares worth $50.1M. The position accounts for 0.01% of the portfolio, ranked #1005.

LPL Financial first reported a position in VGUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $63.8M in Q1 2026. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

  • LPL Financial held 662,654 shares of Vanguard Ultra-Short Treasury ETF worth $50.1M as of Q2 2026.
  • LPL Financial sold 181,047 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $13.7M.
  • Vanguard Ultra-Short Treasury ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1005 holding.
  • LPL Financial first reported a position in Vanguard Ultra-Short Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's Vanguard Ultra-Short Treasury ETF position peaked at $63.8M in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.