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Disclosery

VGUS VANGUARD INSTL INDEX FD

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ULTR SHOR TR ETF (fund)

72 managers (74 13F filers) reported a position in VGUS shares at 2025-12-31, 2,278,294 shares in all. 22 filers opened a position and 7 filers sold out during the quarter.

Managers
72
13F filers
74
New
22
Added
27
Reduced
11
Sold out
7
Shares held by filers
2,278,294

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/431,439$32.6M<0.01%+56,59113F-HRTimelineGroup
Pathway Financial Advisors LLC254,239$19.2M2.41%-55,38813F-HRTimeline
Coston, McIsaac & Partners206,540$15.6M3.62%+31,17913F-HRTimeline
LPL Financial LLC159,492$12M<0.01%+136,97813F-HRTimeline
Strategic Investment Solutions, Inc. /IL138,358$10.4M2.51%+91,10513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY123,069$9.29M<0.01%+8,88113F-HR/ATimelineGroup
Farther Finance Advisors, LLC105,413$7.95M0.09%+52,40513F-HRTimeline
UBS Group AGin group UBS Group AG70,883$5.35M<0.01%+51,62613F-HRTimelineGroup
Crown Wealth Group, LLC66,066$4.99M1.39%+16,97413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA61,826$4.67M<0.01%+49,45613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP44,230$3.34M<0.01%+30,75013F-HRTimelineGroup
Capital Investment Services of America,…35,315$2.67M0.25%+13,54713F-HRTimeline
Planning Center, Inc.30,241$2.28M0.23%+15,30913F-HRTimeline
Steward Partners Investment Advisory, L…29,312$2.21M0.01%+1,31213F-HRTimeline
Keystone Wealth Services, LLC28,905$2.18M0.46%+7,83313F-HRTimeline
Waverly Advisors, LLC28,049$2.12M0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,656$2.09M<0.01%+4,31513F-HRTimeline
BOSTON FAMILY OFFICE LLC27,046$2.04M0.13%+1,74213F-HRTimeline
BURLING WEALTH PARTNERS, LLC27,039$2.04M0.32%+7,11013F-HRTimeline
North Capital, Inc.25,041$1.89M1.63%-1,17613F-HR/ATimeline
Zhang Financial LLC21,399$1.61M0.06%new13F-HRTimeline
Kingsview Wealth Management, LLC20,974$1.58M0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,522$1.55M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,731$1.26M<0.01%+2,34913F-HRTimelineGroup
Sierra Capital LLC16,687$1.26M0.13%+48513F-HRTimeline
D.B. Root & Company, LLC16,429$1.24M0.3%+20513F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC13,230$998K0.56%013F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…11,914$899K0.72%13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC11,092$837K0.05%new13F-HRTimeline
Core Wealth Advisors, Inc.10,589$799K0.21%-2,65513F-HRTimeline
Manuka Financial, LLC10,415$786K0.49%+13013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,400$785K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,236$772K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,006$755K<0.01%new13F-HRTimelineGroup
Wealthquest Corp9,963$752K0.06%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding8,991$678KnewTimeline
TFO Wealth Partners, LLC8,779$663K0.1%+9013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,754$661K<0.01%+8,43713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP8,715$658K<0.01%+10913F-HR/ATimelineGroup
Savvy Advisors, Inc.8,228$621K0.02%-1713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,747$585K0.04%+4,48713F-HRTimeline
Burton Enright Welch7,522$568K0.08%-74313F-HRTimeline
Quantinno Capital Management LP7,474$564K<0.01%new13F-HRTimeline
TMB Capital Partners, LLC7,442$562K0.19%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding5,843$441K-123Timeline
ANDERSON HOAGLAND & CO5,575$421K0.04%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,329$402K<0.01%-37,83613F-HRTimelineGroup
Bridgewealth Advisory Group, LLC5,025$379K0.08%-1,35513F-HRTimeline
Cetera Investment Advisers5,000$377K<0.01%-2013F-HRTimeline
NewEdge Wealth, LLC5,000$377K<0.01%013F-HRTimeline
Modern Wealth Management, LLC4,811$363K0.01%new13F-HRTimeline
NewEdge Advisors, LLC4,630$349K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC4,111$310K<0.01%13F-HRTimeline
AVALON CAPITAL MANAGEMENT3,971$300K0.07%-52113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,500$264K<0.01%013F-HRTimelineGroup
SUMMITRY LLC3,303$249K0.01%013F-HRTimeline
Simmons Bankin group Simmons Bank2,977$225K0.02%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC2,911$220K<0.01%new13F-HRTimeline
Western Reserve Capital Management, LLC2,872$217K0.2%13F-HRTimeline
Schiavi & Co LLC2,657$201K0.06%013F-HRTimeline
DiNuzzo Private Wealth, Inc.2,652$200K0.02%new13F-HRTimeline
Allworth Financial LP1,114$84.1K<0.01%+39713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP781$58.9K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc477$36K<0.01%+613F-HRTimeline
North Star Investment Management Corp.421$31.8K<0.01%-64913F-HRTimeline
FIDUCIARY ADVISORS, INC.332$25.1K0.02%new13F-HRTimeline
COMERICA BANK200$15.1K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust198$14.9K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC149$11K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA42$3.17K<0.01%new13F-HRTimeline
Orion Capital Management LLC15$1.13K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$18<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.