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Disclosery

VGUS VANGUARD INSTL INDEX FD

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ULTR SHOR TR ETF (fund)

55 managers (55 13F filers) reported a position in VGUS shares at 2025-09-30, 1,624,734 shares in all. 21 filers opened a position and 4 filers sold out during the quarter.

Managers
55
13F filers
55
New
21
Added
20
Reduced
7
Sold out
4
Shares held by filers
1,624,734

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/374,848$28.4M<0.01%+374,54813F-HR/ATimelineGroup
Pathway Financial Advisors LLC309,627$23.4M3.12%+15,24013F-HRTimeline
Coston, McIsaac & Partners175,361$13.3M3.16%+162,44513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY114,188$8.64M<0.01%new13F-HR/ATimelineGroup
Farther Finance Advisors, LLC53,008$4.01M0.06%+40,66013F-HRTimeline
Crown Wealth Group, LLC49,092$3.71M1.12%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL47,253$3.44M0.91%+25,48313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,165$3.27M<0.01%-13,50813F-HRTimelineGroup
Steward Partners Investment Advisory, L…28,000$2.12M0.01%new13F-HRTimeline
North Capital, Inc.26,217$1.98M1.53%+113F-HRTimeline
BOSTON FAMILY OFFICE LLC25,304$1.92M0.12%+5,73513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,341$1.77M<0.01%+10,16013F-HRTimeline
LPL Financial LLC22,514$1.7M<0.01%new13F-HRTimeline
Capital Investment Services of America,…21,768$1.65M0.15%+10,57313F-HRTimeline
Keystone Wealth Services, LLC21,072$1.59M0.35%+5,99313F-HRTimeline
BURLING WEALTH PARTNERS, LLC19,929$1.51M0.25%+16,46713F-HRTimeline
UBS Group AGin group UBS Group AG19,257$1.46M<0.01%+16,84213F-HRTimelineGroup
D.B. Root & Company, LLC16,224$1.23M0.31%+53913F-HRTimeline
Sierra Capital LLC16,202$1.23M0.13%013F-HRTimeline
Planning Center, Inc.14,932$1.13M0.12%+8,77613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,382$1.09M<0.01%-17,48913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,480$1.02M<0.01%new13F-HRTimelineGroup
Core Wealth Advisors, Inc.13,244$1M0.26%new13F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC13,230$1M0.53%+8,13013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,370$936K<0.01%+11,06913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,400$787K0.01%013F-HRTimelineGroup
Manuka Financial, LLC10,285$778K0.48%+3,75513F-HRTimeline
TFO Wealth Partners, LLC8,689$657K0.11%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,606$651K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC8,549$647K0.02%-3,84613F-HRTimeline
Burton Enright Welch8,265$625K0.09%+4,19213F-HRTimeline
Savvy Advisors, Inc.8,245$624K0.03%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,000$530K0.02%-2,00013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,661$504K0.01%new13F-HRTimelineGroup
Bridgewealth Advisory Group, LLC6,380$483K0.11%-1,61613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,966$450K0.01%+2,98313F-HRTimelineGroup
HARBOUR INVESTMENT MANAGEMENT LLC5,330$403K0.18%new13F-HRTimeline
Cetera Investment Advisers5,020$380K<0.01%new13F-HRTimeline
NewEdge Wealth, LLC5,000$377K0.01%013F-HRTimeline
AVALON CAPITAL MANAGEMENT4,492$340K0.08%-24,20313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,500$265K<0.01%new13F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…3,500$265K0.04%013F-HRTimeline
SUMMITRY LLC3,303$250K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,260$247K0.02%new13F-HRTimeline
Simmons Bankin group Simmons Bank2,977$225K0.02%new13F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC2,977$225K0.01%new13F-HRTimeline
BetterWealth, LLC2,925$221K0.05%new13F-HRTimeline
Schiavi & Co LLC2,657$201K0.07%new13F-HRTimeline
North Star Investment Management Corp.1,070$80.9K0.01%+1013F-HRTimeline
Allworth Financial LP717$54.2K<0.01%013F-HRTimeline
IFP Advisors, Inc471$35.6K<0.01%-11113F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.317$24K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC149$11K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC15$1.14K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$36<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.