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

Waverly 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 		$5.22M Buy
68,979
+16,360
+31% +$1.24M 0.03% 440
2026
Q1 		$3.98M Buy
52,619
+24,570
+88% +$1.86M 0.03% 464
2025
Q4 		$2.12M Buy
+28,049
New +$2.12M 0.02% 586

Other funds holding VGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors's VGUS Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 31% in Q2 2026, buying an estimated $1.24M and bringing the position to 68,979 shares worth $5.22M. The position accounts for 0.03% of the portfolio, ranked #440.

Waverly Advisors first reported a position in VGUS in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

  • Waverly Advisors held 68,979 shares of Vanguard Ultra-Short Treasury ETF worth $5.22M as of Q2 2026.
  • Waverly Advisors bought 16,360 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $1.24M.
  • Vanguard Ultra-Short Treasury ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #440 holding.
  • Waverly Advisors first reported a position in Vanguard Ultra-Short Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.