Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

VGUSVGUS
4 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in VANGUARD ULTRA-SHORT TREASURY ETF

Steward Partners Investment Advisory, LLC holds 11,958 shares of VGUS (VANGUARD ULTRA-SHORT TREASURY ETF), worth $904,742 as of 2026-Q2. The position was decreased (-51.7% shares). VGUS represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$904,742

Current Shares

11,958

Total Value Change

-$1.2M

Total Shares Change

-16,042

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
11,958
-51.7%
$904,7420.0%$75.21
0
2026-Q1
Decreased
24,749
-15.6%
$1.9M0.0%$74.56
0
2025-Q4
Increased
29,312
+4.7%
$2.2M0.0%$73.96
27
2025-Q3
New
28,000
-
$2.1M0.0%$73.22
36

Other major holders of VGUS: LPL Financial LLC, Lido Advisors, LLC, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used