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
Q1 		$13.2M Buy
+174,037
New +$13.2M 4.26% 2

Other funds holding VGUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
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

Pines Wealth Management's VGUS Position: Q1 2026 in Review

Pines Wealth Management opened a new position in Vanguard Ultra-Short Treasury ETF (VGUS) in Q1 2026: 174,037 shares worth $13.2M. The stake represents 4.26% of the portfolio and ranks #2 among its holdings.

85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

  • Pines Wealth Management held 174,037 shares of Vanguard Ultra-Short Treasury ETF worth $13.2M as of Q1 2026.
  • Vanguard Ultra-Short Treasury ETF was a new Pines Wealth Management position in Q1 2026.
  • Vanguard Ultra-Short Treasury ETF made up 4.26% of Pines Wealth Management's portfolio in Q1 2026, its #2 holding.
  • 85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.