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Disclosery

VGUS VANGUARD INSTL INDEX FD

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ULTR SHOR TR ETF (fund)

39 managers (39 13F filers) reported a position in VGUS shares at 2025-06-30, 684,114 shares in all. 25 filers opened a position and 0 filers sold out during the quarter.

Managers
39
13F filers
39
New
25
Added
8
Reduced
3
Sold out
0
Shares held by filers
684,114

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Pathway Financial Advisors LLC294,387$22.2M3.25%+109,16313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC56,673$4.28M0.01%-2,06413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,871$2.41M<0.01%+13,49113F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT28,695$2.17M0.58%-30,49113F-HRTimeline
North Capital, Inc.26,216$1.98M1.71%+12,95813F-HRTimeline
Strategic Investment Solutions, Inc. /IL21,770$1.64M0.5%+16,83113F-HRTimeline
BOSTON FAMILY OFFICE LLC19,569$1.48M0.1%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/16,900$1.28M<0.01%new13F-HRTimelineGroup
Sierra Capital LLC16,202$1.22M0.14%new13F-HRTimeline
D.B. Root & Company, LLC15,685$1.18M0.35%new13F-HRTimeline
Keystone Wealth Services, LLC15,079$1.14M0.27%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,181$996K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners12,916$975K0.25%+12,15613F-HRTimeline
OLD MISSION CAPITAL LLC12,395$936K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC12,348$933K0.02%new13F-HRTimeline
Capital Investment Services of America,…11,195$846K0.08%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,400$786K0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.9,000$680K0.03%new13F-HRTimelineGroup
Bridgewealth Advisory Group, LLC7,996$604K0.15%+1,47113F-HRTimeline
Manuka Financial, LLC6,530$493K0.27%new13F-HRTimeline
Planning Center, Inc.6,156$465K0.05%+3,30713F-HRTimeline
Wealthquest Corp6,077$459K0.04%+2,88213F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC5,100$385K0.27%new13F-HRTimeline
NewEdge Wealth, LLC5,000$377K0.01%new13F-HRTimeline
Burton Enright Welch4,073$308K0.05%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…3,500$264K0.05%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC3,462$261K0.05%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth2,983$225K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,415$182K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,379$104K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,301$98K<0.01%new13F-HR/ATimelineGroup
North Star Investment Management Corp.1,060$80.1K0.01%new13F-HRTimeline
Allworth Financial LP717$54.2K<0.01%new13F-HRTimeline
EASTERN BANK669$50.5K<0.01%new13F-HRTimeline
IFP Advisors, Inc582$43.9K<0.01%-6813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.317$23.9K<0.01%new13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/300$22.7K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC15$1.13K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.