SC
VGUS

Schiavi & Co’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Schiavi & Co’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 		$201K Hold
2,657
– – 0.05% 57
2026
Q1 		$201K Hold
2,657
– – 0.06% 49
2025
Q4 		$201K Hold
2,657
– – 0.06% 44
2025
Q3 		$201K Buy
+2,657
New +$201K 0.07% 42

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

Schiavi & Co's VGUS Position: Q2 2026 in Review

Schiavi & Co held its Vanguard Ultra-Short Treasury ETF (VGUS) position steady in Q2 2026 at 2,657 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #57.

Schiavi & Co first reported a position in VGUS in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

  • Schiavi & Co held 2,657 shares of Vanguard Ultra-Short Treasury ETF worth $201K as of Q2 2026.
  • Schiavi & Co left its Vanguard Ultra-Short Treasury ETF share count unchanged in Q2 2026.
  • Vanguard Ultra-Short Treasury ETF made up 0.05% of Schiavi & Co's portfolio in Q2 2026, its #57 holding.
  • Schiavi & Co first reported a position in Vanguard Ultra-Short Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Schiavi & Co's 13F filing for Q2 2026, filed 10 Aug 2026.