UCFA
VGUS

United Capital Financial Advisors’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

United Capital Financial 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
2026
Q1 		$787K Hold
10,400
– – ﹤0.01% 856
2025
Q4 		$785K Hold
10,400
– – ﹤0.01% 814
2025
Q3 		$787K Hold
10,400
– – 0.01% 719
2025
Q2 		$786K Buy
+10,400
New +$784K 0.01% 662

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

United Capital Financial Advisors's VGUS Position: Q1 2026 in Review

United Capital Financial Advisors held its Vanguard Ultra-Short Treasury ETF (VGUS) position steady in Q1 2026 at 10,400 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

United Capital Financial Advisors first reported a position in VGUS in Q2 2025 and has held it in 4 quarters since. The position peaked at $787K in Q3 2025. 85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

  • United Capital Financial Advisors held 10,400 shares of Vanguard Ultra-Short Treasury ETF worth $787K as of Q1 2026.
  • United Capital Financial Advisors left its Vanguard Ultra-Short Treasury ETF share count unchanged in Q1 2026.
  • Vanguard Ultra-Short Treasury ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #856 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • United Capital Financial Advisors's Vanguard Ultra-Short Treasury ETF position peaked at $787K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.