Raymond James Financial
VGUS

Raymond James Financial’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Raymond James Financial’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 		$3.01M Buy
39,782
+17,532
+79% +$1.32M ﹤0.01% 3184
2026
Q1 		$1.68M Buy
+22,250
New +$1.68M ﹤0.01% 3477
2025
Q3 		– Sell
-1,379
Closed -$104K – 6992
2025
Q2 		$104K Buy
+1,379
New +$104K ﹤0.01% 4850

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

Raymond James Financial's VGUS Position: Q2 2026 in Review

Raymond James Financial increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 79% in Q2 2026, buying an estimated $1.32M and bringing the position to 39,782 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #3184.

Raymond James Financial first reported a position in VGUS in Q2 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

  • Raymond James Financial held 39,782 shares of Vanguard Ultra-Short Treasury ETF worth $3.01M as of Q2 2026.
  • Raymond James Financial bought 17,532 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $1.32M.
  • Vanguard Ultra-Short Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3184 holding.
  • Raymond James Financial first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.