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 Q2	–	Sell	-10,400	Closed	-$787K	–	1756
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 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

United Capital Financial Advisors's VGUS Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Vanguard Ultra-Short Treasury ETF (VGUS) in Q2 2026, closing a stake of 10,400 shares — an estimated $787K sold.

United Capital Financial Advisors first reported a position in VGUS in Q2 2025 and held it in 4 quarters. The position peaked at $787K in Q3 2025. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

United Capital Financial Advisors reported no remaining Vanguard Ultra-Short Treasury ETF position as of Q2 2026 after selling out during the quarter.
United Capital Financial Advisors sold 10,400 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $787K.
United Capital Financial Advisors first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and held it in 4 quarters.
United Capital Financial Advisors's Vanguard Ultra-Short Treasury ETF position peaked at $787K in Q3 2025.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.