Values First Advisors’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Values First 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	$4.3M	Buy	+1,047	New	+$79.1K	1.97%	7

Other funds holding VGUS

Pines Wealth Management Southern Pines, North Carolina $348M AUM 33.61% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Truist Financial

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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

North Capital Salt Lake City, Utah $132M AUM 20.16% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Values First Advisors's VGUS Position: Q2 2026 in Review

Values First Advisors opened a new position in Vanguard Ultra-Short Treasury ETF (VGUS) in Q2 2026: 1,047 shares worth $4.3M. The stake represents 1.97% of the portfolio and ranks #7 among its holdings.

44 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

Values First Advisors held 1,047 shares of Vanguard Ultra-Short Treasury ETF worth $4.3M as of Q2 2026.
Vanguard Ultra-Short Treasury ETF was a new Values First Advisors position in Q2 2026.
Vanguard Ultra-Short Treasury ETF made up 1.97% of Values First Advisors's portfolio in Q2 2026, its #7 holding.
44 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.