SQA
VGUS

Simon Quick Advisors’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Simon Quick Advisors’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
2025
Q4 		– Sell
-2,977
Closed -$225K – 438
2025
Q3 		$225K Buy
+2,977
New +$225K 0.01% 372

Other funds holding VGUS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simon Quick Advisors's VGUS Position: Q4 2025 in Review

Simon Quick Advisors sold out of Vanguard Ultra-Short Treasury ETF (VGUS) in Q4 2025, closing a stake of 2,977 shares — an estimated $225K sold.

Simon Quick Advisors first reported a position in VGUS in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 73 funds tracked by Wall St. Rank hold VGUS as of Q4 2025.

  • Simon Quick Advisors reported no remaining Vanguard Ultra-Short Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 2,977 Vanguard Ultra-Short Treasury ETF shares in Q4 2025, an estimated $225K.
  • Simon Quick Advisors first reported a position in Vanguard Ultra-Short Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Simon Quick Advisors's Vanguard Ultra-Short Treasury ETF position peaked at $225K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q4 2025.

Based on Simon Quick Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.