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

Mills Wealth 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 Q2	$780K	Buy	+10,308	New	+$779K	0.25%	35

Other funds holding VGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mills Wealth Advisors's VGUS Position: Q2 2026 in Review

Mills Wealth Advisors opened a new position in Vanguard Ultra-Short Treasury ETF (VGUS) in Q2 2026: 10,308 shares worth $780K. The stake represents 0.25% of the portfolio and ranks #35 among its holdings.

97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

Mills Wealth Advisors held 10,308 shares of Vanguard Ultra-Short Treasury ETF worth $780K as of Q2 2026.
Vanguard Ultra-Short Treasury ETF was a new Mills Wealth Advisors position in Q2 2026.
Vanguard Ultra-Short Treasury ETF made up 0.25% of Mills Wealth Advisors's portfolio in Q2 2026, its #35 holding.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.