SPIA
VGUS

Steward Partners Investment Advisory’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Steward Partners Investment Advisory’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 		$1.87M Sell
24,749
-4,563
-16% -$345K 0.01% 884
2025
Q4 		$2.21M Buy
29,312
+1,312
+5% +$99.1K 0.01% 759
2025
Q3 		$2.12M Buy
+28,000
New +$2.11M 0.01% 755

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

Steward Partners Investment Advisory's VGUS Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 16% in Q1 2026, selling an estimated $345K and leaving 24,749 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #884.

Steward Partners Investment Advisory first reported a position in VGUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.21M in Q4 2025. 85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

  • Steward Partners Investment Advisory held 24,749 shares of Vanguard Ultra-Short Treasury ETF worth $1.87M as of Q1 2026.
  • Steward Partners Investment Advisory sold 4,563 Vanguard Ultra-Short Treasury ETF shares in Q1 2026, an estimated $345K.
  • Vanguard Ultra-Short Treasury ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #884 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Ultra-Short Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Vanguard Ultra-Short Treasury ETF position peaked at $2.21M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.