WA
VGUS

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
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 $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 $309M AUM 26.04% 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 $74.2B AUM 21.09% 1-Year Est. Return
HP
Hikari Power Tokyo, Japan $1.15B AUM 5.31% 1-Year Est. Return

Waverly Advisors's VGUS Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 88% in Q1 2026, buying an estimated $1.86M and bringing the position to 52,619 shares worth $3.98M. The position accounts for 0.03% of the portfolio, ranked #464.

Waverly Advisors first reported a position in VGUS in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

  • Waverly Advisors held 52,619 shares of Vanguard Ultra-Short Treasury ETF worth $3.98M as of Q1 2026.
  • Waverly Advisors bought 24,570 Vanguard Ultra-Short Treasury ETF shares in Q1 2026, an estimated $1.86M.
  • Vanguard Ultra-Short Treasury ETF made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #464 holding.
  • Waverly Advisors first reported a position in Vanguard Ultra-Short Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

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