TFO Wealth Partners’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

TFO Wealth Partners’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	$2.2M	Buy	29,114 +11,593	+66%	+$876K	0.24%	29
2026 Q1	$1.33M	Buy	17,521 +8,742	+100%	+$661K	0.18%	36
2025 Q4	$663K	Buy	8,779 +90	+1%	+$6.8K	0.1%	39
2025 Q3	$657K	Buy	+8,689	New	+$656K	0.11%	36

Other funds holding VGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $905M AUM 11.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TFO Wealth Partners's VGUS Position: Q2 2026 in Review

TFO Wealth Partners increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 66% in Q2 2026, buying an estimated $876K and bringing the position to 29,114 shares worth $2.2M. The position accounts for 0.24% of the portfolio, ranked #29.

TFO Wealth Partners 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.

TFO Wealth Partners held 29,114 shares of Vanguard Ultra-Short Treasury ETF worth $2.2M as of Q2 2026.
TFO Wealth Partners bought 11,593 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $876K.
Vanguard Ultra-Short Treasury ETF made up 0.24% of TFO Wealth Partners's portfolio in Q2 2026, its #29 holding.
TFO Wealth Partners 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 TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.