SAI
VGUS

Savvy Advisors Inc’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Savvy Advisors Inc’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 		$865K Buy
11,438
+3,210
+39% +$243K 0.02% 472
2025
Q4 		$621K Sell
8,228
-17
-0.2% -$1.28K 0.02% 498
2025
Q3 		$624K Buy
+8,245
New +$622K 0.03% 380

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 $309M AUM 26.04% 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

Savvy Advisors Inc's VGUS Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 39% in Q1 2026, buying an estimated $243K and bringing the position to 11,438 shares worth $865K. The position accounts for 0.02% of the portfolio, ranked #472.

Savvy Advisors Inc first reported a position in VGUS in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

  • Savvy Advisors Inc held 11,438 shares of Vanguard Ultra-Short Treasury ETF worth $865K as of Q1 2026.
  • Savvy Advisors Inc bought 3,210 Vanguard Ultra-Short Treasury ETF shares in Q1 2026, an estimated $243K.
  • Vanguard Ultra-Short Treasury ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #472 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Ultra-Short Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.