Osaic Holdings
VGUS

Osaic Holdings’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Osaic Holdings’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 		$2.83M Buy
37,341
+3,681
+11% +$278K ﹤0.01% 2018
2026
Q1 		$2.55M Buy
33,660
+24,906
+285% +$1.88M ﹤0.01% 1879
2025
Q4 		$661K Buy
8,754
+8,437
+2,662% +$637K ﹤0.01% 3074
2025
Q3 		$24K Hold
317
– – ﹤0.01% 5816
2025
Q2 		$23.9K Buy
+317
New +$23.9K ﹤0.01% 5574

Other funds holding VGUS

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

Osaic Holdings's VGUS Position: Q2 2026 in Review

Osaic Holdings increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 11% in Q2 2026, buying an estimated $278K and bringing the position to 37,341 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Osaic Holdings 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.

  • Osaic Holdings held 37,341 shares of Vanguard Ultra-Short Treasury ETF worth $2.83M as of Q2 2026.
  • Osaic Holdings bought 3,681 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $278K.
  • Vanguard Ultra-Short Treasury ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2018 holding.
  • Osaic Holdings 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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.