Skip to content
Disclosery

VGUS VANGUARD INSTL INDEX FD

Follow

ULTR SHOR TR ETF (fund)

84 managers (85 13F filers) reported a position in VGUS shares at 2026-03-31, 4,414,578 shares in all. 22 filers opened a position and 11 filers sold out during the quarter.

Managers
84
13F filers
85
New
22
Added
41
Reduced
11
Sold out
11
Shares held by filers
4,414,578

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC843,701$63.8M0.02%+684,20913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/482,261$36.5M<0.01%+50,82213F-HRTimelineGroup
RFP Financial Group LLC280,450$21.2M11.53%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY255,670$19.3M<0.01%+132,60113F-HRTimelineGroup
Pathway Financial Advisors LLC255,581$19.3M2.39%+1,34213F-HRTimeline
Coston, McIsaac & Partners240,647$18.2M4.11%+34,10713F-HRTimeline
Pines Wealth Management, LLC174,037$13.2M4.26%new13F-HRTimeline
UBS Group AGin group UBS Group AG154,167$11.7M<0.01%+83,28413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP138,543$10.5M0.01%+94,31313F-HRTimelineGroup
Hikari Power Ltd136,950$10.4M0.9%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL130,580$9.87M2.38%-7,77813F-HRTimeline
Zhang Financial LLC122,652$9.28M0.32%+101,25313F-HRTimeline
Farther Finance Advisors, LLC111,336$8.4M0.08%+5,92313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA109,751$8.3M<0.01%+47,92513F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC77,552$5.87M0.34%+66,46013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC72,598$5.49M<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC52,619$3.98M0.03%+24,57013F-HRTimeline
Capital Investment Services of America,…51,992$3.93M0.41%+16,67713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,402$3.81M<0.01%+45,07313F-HRTimelineGroup
Keystone Wealth Services, LLC46,535$3.52M0.75%+17,63013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,660$2.55M<0.01%+24,90613F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC29,994$2.27M0.15%+2,94813F-HRTimeline
North Capital, Inc.28,057$2.12M1.8%+3,01613F-HRTimeline
Steele Capital Management, Inc.26,026$1.97M0.08%new13F-HRTimeline
Steward Partners Investment Advisory, L…24,749$1.87M0.01%-4,56313F-HRTimeline
Planning Center, Inc.24,223$1.83M0.19%-6,01813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,636$1.71M<0.01%-5,02013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,250$1.68M<0.01%new13F-HRTimelineGroup
ANDERSON HOAGLAND & CO21,897$1.66M0.14%+16,32213F-HRTimeline
BURLING WEALTH PARTNERS, LLC17,570$1.33M0.21%-9,46913F-HRTimeline
TFO Wealth Partners, LLC17,521$1.33M0.18%+8,74213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,264$1.31M<0.01%+7,02813F-HRTimelineGroup
Sierra Capital LLC16,687$1.26M0.14%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,688$1.26M<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENT MANAGEMENT LLC16,448$1.24M0.68%new13F-HRTimeline
Cetera Investment Advisers16,019$1.21M<0.01%+11,01913F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…14,952$1.13M0.88%+3,03813F-HRTimeline
Kingsview Wealth Management, LLC14,920$1.13M0.02%-6,05413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14,250$1.08M0.07%+6,50313F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC13,230$1M0.65%013F-HRTimeline
NewEdge Wealth, LLC12,408$939K0.01%+7,40813F-HRTimeline
Mariner, LLCin group Mariner, LLC11,514$871K<0.01%+1,50813F-HRTimelineGroup
Savvy Advisors, Inc.11,438$865K0.02%+3,21013F-HRTimeline
Core Wealth Advisors, Inc.10,615$803K0.19%+2613F-HRTimeline
Manuka Financial, LLC10,473$792K0.49%+5813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,400$787K<0.01%013F-HRTimelineGroup
Wealthquest Corp9,678$732K0.05%-28513F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding9,543$722K+552Timeline
TMB Capital Partners, LLC8,962$678K0.23%+1,52013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,762$663K<0.01%+4713F-HRTimelineGroup
Modern Wealth Management, LLC8,220$620K0.01%+3,40913F-HRTimeline
Attessa Capital LLC8,188$620K0.34%new13F-HRTimeline
CULBERTSON A N & CO INC7,700$583K0.08%new13F-HRTimeline
Burton Enright Welch7,561$572K0.08%+3913F-HRTimeline
Quantinno Capital Management LP7,474$565K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC6,548$495K<0.01%new13F-HRTimeline
Crown Wealth Group, LLC6,109$462K0.14%-59,95713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding5,843$442K0Timeline
Bridgewealth Advisory Group, LLC5,230$396K0.08%+20513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,912$372K<0.01%-11,81913F-HRTimelineGroup
NewEdge Advisors, LLC4,630$350K<0.01%013F-HR/ATimeline
Rothschild Wealth LLC4,000$303K0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,858$292K<0.01%-16,66413F-HRTimelineGroup
Simmons Bankin group Simmons Bank3,683$279K0.02%+70613F-HRTimelineGroup
Modera Wealth Management, LLC3,617$274K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning3,402$257K<0.01%new13F-HRTimelineGroup
Western Reserve Capital Management, LLC2,872$217K0.18%013F-HRTimeline
Graney & King, LLC2,807$212K0.11%new13F-HRTimeline
Schiavi & Co LLC2,657$201K0.06%013F-HRTimeline
DiNuzzo Private Wealth, Inc.2,652$201K0.02%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,628$199K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,584$120K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC1,553$118K0.01%new13F-HRTimeline
UMB Bank, n.a.1,512$114K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.1,235$93.5K<0.01%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.799$60.5K0.05%+46713F-HRTimeline
Parkside Financial Bank & Trust578$43.7K<0.01%+38013F-HRTimeline
IFP Advisors, Inc479$36.2K<0.01%+213F-HRTimeline
North Star Investment Management Corp.424$32.1K<0.01%+313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO386$29.2K<0.01%new13F-HR/ATimelineGroup
Allworth Financial LP376$28.4K<0.01%-73813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…200$15.1K<0.01%new13F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC2$121<0.01%13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$60<0.01%+113F-HR/ATimelineGroup