Sara-Bay Financial VGUS β€” VANGUARD ULTRA-SHORT TREASURY ETF

Ownership history in Sara-Bay Financial  Β·  1 quarter on record

AI Ownership Summary

Sara-Bay Financial reported VANGUARD ULTRA-SHORT TREASURY ETF (VGUS) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.53% in 2026 Q2. The latest visible filing shows VGUS at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VGUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sara-Bay Financial's position in VANGUARD ULTRA-SHORT TREASURY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VGUS was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sara-Bay Financial held VGUS β€” position size vs. price
% of Fund (quarterly)    VGUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 26,500 β€” β€” 0.53% $2.0M 2026-07-17 $75.58

FAQ About Sara-Bay Financial and VGUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sara-Bay Financial reported owning VGUS?

Sara-Bay Financial reported VGUS across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported VGUS position in Sara-Bay Financial's portfolio?

The largest reported portfolio weight for VGUS was 0.53% in 2026 Q2.

What is the latest reported VGUS position on this page?

The most recent filing on this page is 2026 Q2, when Sara-Bay Financial reported 26,500 shares, equal to 0.53% of portfolio, with an estimated market value of $2.0M.

What does the chart on this VGUS ownership page compare?

The chart compares Sara-Bay Financial's quarterly VGUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Sara-Bay Financial Holdings