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
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 $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
PWM
Pines Wealth Management Southern Pines, North Carolina $348M AUM 33.61% 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 $83.7B AUM 27.22% 1-Year Est. Return
HP
Hikari Power Tokyo, Japan $1.15B AUM 5.31% 1-Year Est. Return

Raymond James Financial's VGUS Position: Q1 2026 in Review

Raymond James Financial opened a new position in Vanguard Ultra-Short Treasury ETF (VGUS) in Q1 2026: 22,250 shares worth $1.68M. The stake represents ﹤0.01% of the portfolio and ranks #3477 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in VGUS as recently as Q2 2025.

Raymond James Financial first reported a position in VGUS in Q2 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

  • Raymond James Financial held 22,250 shares of Vanguard Ultra-Short Treasury ETF worth $1.68M as of Q1 2026.
  • Vanguard Ultra-Short Treasury ETF was a new Raymond James Financial position in Q1 2026.
  • Vanguard Ultra-Short Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3477 holding.
  • Raymond James Financial first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.