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
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

Bank of America
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
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 $309M AUM 26.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HP
Hikari Power Tokyo, Japan $1.15B AUM 5.31% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

LPL Financial's VGUS Position: Q1 2026 in Review

LPL Financial increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 429% in Q1 2026, buying an estimated $51.7M and bringing the position to 843,701 shares worth $63.8M. The position accounts for 0.02% of the portfolio, ranked #798.

LPL Financial first reported a position in VGUS in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

  • LPL Financial held 843,701 shares of Vanguard Ultra-Short Treasury ETF worth $63.8M as of Q1 2026.
  • LPL Financial bought 684,209 Vanguard Ultra-Short Treasury ETF shares in Q1 2026, an estimated $51.7M.
  • Vanguard Ultra-Short Treasury ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #798 holding.
  • LPL Financial first reported a position in Vanguard Ultra-Short Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.