Sara-Bay Financial
VGUS icon

Sara-Bay Financial’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Sara-Bay 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
Q3 		$3.13M Buy
41,335
+14,835
+56% +$1.12M 0.82% 18
2026
Q2 		$2M Buy
+26,500
New +$2M 0.53% 21

Other funds holding VGUS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Coston McIsaac & Partners
Coston McIsaac & Partners Bar Harbor, Maine $491M AUM 7.28% 1-Year Est. Return
Pines Wealth Management
Pines Wealth Management Southern Pines, North Carolina $352M AUM 25.51% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Hikari Power
Hikari Power Tokyo, Japan $439M AUM 11.38% 1-Year Est. Return

Sara-Bay Financial's VGUS Position: Q3 2026 in Review

Sara-Bay Financial increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 56% in Q3 2026, buying an estimated $1.12M and bringing the position to 41,335 shares worth $3.13M. The position accounts for 0.82% of the portfolio, ranked #18.

Sara-Bay Financial first reported a position in VGUS in Q2 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold VGUS as of Q3 2026.

  • Sara-Bay Financial held 41,335 shares of Vanguard Ultra-Short Treasury ETF worth $3.13M as of Q3 2026.
  • Sara-Bay Financial bought 14,835 Vanguard Ultra-Short Treasury ETF shares in Q3 2026, an estimated $1.12M.
  • Vanguard Ultra-Short Treasury ETF made up 0.82% of Sara-Bay Financial's portfolio in Q3 2026, its #18 holding.
  • Sara-Bay Financial first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q3 2026.

Based on Sara-Bay Financial's 13F filing for Q3 2026, filed 21 Oct 2026.