PWM
VGUS

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

Pines Wealth Management’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 		$20.4M Buy
269,259
+95,222
+55% +$7.2M 5.86% 1
2026
Q1 		$13.2M Buy
+174,037
New +$13.2M 4.26% 2

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
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

Pines Wealth Management's VGUS Position: Q2 2026 in Review

Pines Wealth Management increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 55% in Q2 2026, buying an estimated $7.2M and bringing the position to 269,259 shares worth $20.4M. The position accounts for 5.86% of the portfolio, ranked #1.

Pines Wealth Management first reported a position in VGUS in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

  • Pines Wealth Management held 269,259 shares of Vanguard Ultra-Short Treasury ETF worth $20.4M as of Q2 2026.
  • Pines Wealth Management bought 95,222 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $7.2M.
  • Vanguard Ultra-Short Treasury ETF made up 5.86% of Pines Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Pines Wealth Management first reported a position in Vanguard Ultra-Short Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.