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

NewEdge Wealth’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	$3.67M	Buy	48,517 +36,109	+291%	+$2.73M	0.04%	310
2026 Q1	$939K	Buy	12,408 +7,408	+148%	+$560K	0.01%	642
2025 Q4	$377K	Hold	5,000	–	–	﹤0.01%	948
2025 Q3	$377K	Hold	5,000	–	–	0.01%	821
2025 Q2	$377K	Buy	+5,000	New	+$377K	0.01%	773

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

NewEdge Wealth's VGUS Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 291% in Q2 2026, buying an estimated $2.73M and bringing the position to 48,517 shares worth $3.67M. The position accounts for 0.04% of the portfolio, ranked #310.

NewEdge Wealth first reported a position in VGUS in Q2 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

NewEdge Wealth held 48,517 shares of Vanguard Ultra-Short Treasury ETF worth $3.67M as of Q2 2026.
NewEdge Wealth bought 36,109 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $2.73M.
Vanguard Ultra-Short Treasury ETF made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #310 holding.
NewEdge Wealth first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and has held it in 5 quarters since.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.