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Disclosery

VGUS VANGUARD INSTL INDEX FD

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ULTR SHOR TR ETF (fund)

97 managers (98 13F filers) reported a position in VGUS shares at 2026-06-30, 5,492,782 shares in all. 24 filers opened a position and 12 filers sold out during the quarter.

Managers
97
13F filers
98
New
24
Added
39
Reduced
20
Sold out
12
Shares held by filers
5,492,782

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC662,654$50.1M0.01%-181,04713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC617,696$46.7M0.17%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/528,454$40M<0.01%+46,19313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY377,028$28.5M<0.01%+121,35813F-HRTimelineGroup
Coston, McIsaac & Partners289,749$21.9M4.41%+49,10213F-HRTimeline
Pines Wealth Management, LLC269,259$20.4M5.86%+95,22213F-HRTimeline
RFP Financial Group LLC261,650$19.8M8.87%-18,80013F-HRTimeline
Pathway Financial Advisors LLC207,201$15.6M1.82%-48,38013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP201,506$15.2M0.02%+62,96313F-HRTimelineGroup
UBS Group AGin group UBS Group AG193,087$14.6M<0.01%+38,92013F-HRTimelineGroup
Zhang Financial LLC141,305$10.7M0.31%+18,65313F-HRTimeline
Hikari Power Ltd136,950$10.4M1.21%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA133,105$10.1M<0.01%+23,35413F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL107,165$8.09M1.85%-23,41513F-HRTimeline
Farther Finance Advisors, LLC102,867$7.78M0.06%-8,46913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC72,598$5.49M<0.01%013F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC71,152$5.38M0.28%-6,40013F-HRTimeline
Waverly Advisors, LLC68,979$5.22M0.03%+16,36013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC67,712$5.12M<0.01%+50,44813F-HR/ATimelineGroup
Values First Advisors, Inc.56,869$4.3M1.97%new13F-HR/ATimeline
Capital Investment Services of America,…55,604$4.21M0.41%+3,61213F-HRTimeline
NewEdge Wealth, LLC48,517$3.67M0.04%+36,10913F-HRTimeline
Keystone Wealth Services, LLC42,476$3.21M0.6%-4,05913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,782$3.01M<0.01%+17,53213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,341$2.83M<0.01%+3,68113F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC34,110$2.58M0.16%+4,11613F-HRTimeline
TFO Wealth Partners, LLC29,114$2.2M0.24%+11,59313F-HRTimeline
North Capital, Inc.28,027$2.12M1.6%-3013F-HRTimeline
Sara-Bay Financial26,500$2M0.53%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV24,672$1.87M0.09%+10,42213F-HRTimeline
Modera Wealth Management, LLC22,171$1.68M0.02%+18,55413F-HRTimeline
Cetera Investment Advisers21,280$1.61M<0.01%+5,26113F-HRTimeline
HB Wealth Management, LLC20,931$1.58M0.01%new13F-HRTimeline
Planning Center, Inc.20,119$1.52M0.14%-4,10413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding19,781$1.5M+10,238Timeline
CULBERTSON A N & CO INC19,588$1.48M0.17%+11,88813F-HRTimeline
Steele Capital Management, Inc.17,982$1.36M0.05%-8,04413F-HRTimeline
Attessa Capital LLC17,058$1.29M0.58%+8,87013F-HRTimeline
Kingsview Wealth Management, LLC16,775$1.27M0.02%+1,85513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,762$1.27M<0.01%+7413F-HRTimelineGroup
Sierra Capital LLC16,687$1.26M0.12%013F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC16,183$1.22M0.63%-26513F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …15,149$1.15M0.39%13F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…14,952$1.13M0.79%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,400$1.01M<0.01%-9,23613F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC13,230$1M0.5%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,333$933K<0.01%-38,06913F-HRTimelineGroup
Steward Partners Investment Advisory, L…11,958$905K<0.01%-12,79113F-HRTimeline
Savvy Advisors, Inc.11,900$900K0.02%+46213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,585$877K0.02%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,514$871K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC11,172$845K0.01%+4,62413F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC10,582$801K0.06%new13F-HRTimeline
Manuka Financial, LLC10,564$799K0.41%+9113F-HRTimeline
Modern Wealth Management, LLC10,410$788K0.01%+2,19013F-HRTimeline
Mills Wealth Advisors LLC10,308$780K0.25%new13F-HRTimeline
TMB Capital Partners, LLC9,922$751K0.23%+96013F-HRTimeline
Private Advisory Group LLC9,892$748K0.04%new13F-HRTimeline
Wealthquest Corp9,810$742K0.05%+13213F-HRTimeline
Core Wealth Advisors, Inc.9,291$703K0.14%-1,32413F-HRTimeline
Burton Enright Welch8,945$677K0.08%+1,38413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,762$663K<0.01%013F-HR/ATimelineGroup
Mullaney, Keating & Wright, Inc.8,636$653K0.32%new13F-HRTimeline
Quantinno Capital Management LP7,474$565K<0.01%013F-HRTimeline
NewEdge Advisors, LLC6,995$529K<0.01%+2,36513F-HRTimeline
Hurlow Wealth Management Group, Inc.6,870$520K0.11%new13F-HRTimeline
Rye Brook Capital LLC5,470$414K0.29%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,930$373K<0.01%new13F-HRTimelineGroup
Old Mission Investment Co LLC4,657$352K0.07%new13F-HRTimeline
Crown Wealth Group, LLC4,640$351K0.09%-1,46913F-HRTimeline
Bridgewealth Advisory Group, LLC4,255$322K0.06%-97513F-HRTimeline
Index Fund Advisors, Inc.3,983$301K0.01%new13F-HRTimeline
Randolph Co Inc3,957$299K0.03%new13F-HRTimeline
Cambridge Investment Research Advisors,…3,862$292K<0.01%new13F-HR/ATimeline
Simmons Bankin group Simmons Bank3,683$279K0.02%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,635$275K<0.01%-22313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,590$272K<0.01%+2,35513F-HRTimeline
Indivisible Partners3,539$268K0.02%new13F-HRTimeline
CWS Financial Advisors, LLC3,212$243K0.05%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,983$226K-2,860Timeline
Graney & King, LLC2,936$222K0.08%+12913F-HRTimeline
HRT FINANCIAL LP2,696$203K<0.01%new13F-HRTimeline
Schiavi & Co LLC2,657$201K0.05%013F-HRTimeline
DiNuzzo Private Wealth, Inc.2,652$201K0.02%013F-HRTimeline
S.A. Mason LLC2,535$192K0.06%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,700$129K<0.01%+1,50013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,608$122K<0.01%+2413F-HRTimelineGroup
Asset Dedication, LLC1,553$118K0.01%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co1,050$79.4K0.01%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.806$61K0.04%+713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS744$56.3K0.01%new13F-HRTimeline
IFP Advisors, Inc483$36.5K<0.01%+413F-HRTimeline
North Star Investment Management Corp.427$32.3K<0.01%+313F-HRTimeline
AE Wealth Management LLC310$23.4K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO127$9.61K<0.01%-25913F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC2$133<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$11<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.