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VGUS Institutional Ownership

Vanguard Ultra-Short Treasury ETF
1W: +0.1% 1M: -0.0% 3M: -0.1% YTD: +0.5% 1Y: +0.9%
$75.44
+0.02 (+0.03%)
 
Weekly Expected Move ±0.2%
$75 $75 $75 $76 $76
ETF NASDAQ · AUM $998.9M

Institutional Ownership — VGUS

110
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
416M
Total Invested
25
New Positions
39
Increased
32
Reduced
12
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (120 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 662,654 $50M -181,047 -21.5% 4Q SEC ↗
2 Lido Advisors, LLC NEW 617,696 $47M — +0.0% 1Q SEC ↗
3 BANK OF AMERICA CORP /DE 528,454 $40M +46,193 +9.6% 5Q SEC ↗
4 MORGAN STANLEY 377,028 $28M +121,358 +47.5% 4Q SEC ↗
5 Coston, McIsaac & Partners 289,749 $22M +49,102 +20.4% 6Q SEC ↗
6 Pines Wealth Management, LLC 269,259 $20M +95,222 +54.7% 2Q SEC ↗
7 RFP Financial Group LLC 261,650 $20M -18,800 -6.7% 2Q SEC ↗
8 Pathway Financial Advisors LLC 207,201 $16M -48,380 -18.9% 6Q SEC ↗
9 TRUIST FINANCIAL CORP 201,506 $15M +62,963 +45.4% 4Q SEC ↗
10 UBS Group AG 193,087 $15M +38,920 +25.2% 5Q SEC ↗
11 Zhang Financial LLC 141,305 $11M +18,653 +15.2% 3Q SEC ↗
12 Hikari Power Ltd 136,950 $10M — +0.0% 2Q SEC ↗
13 ROYAL BANK OF CANADA 133,105 $10M +23,354 +21.3% 5Q SEC ↗
14 Strategic Investment Solutions, Inc. / 107,165 $8M -23,329 -17.9% 6Q SEC ↗
15 Farther Finance Advisors, LLC 102,867 $8M -8,469 -7.6% 5Q SEC ↗
16 GOLDMAN SACHS GROUP INC 72,598 $5M — +0.0% 2Q SEC ↗
17 GUYASUTA INVESTMENT ADVISORS INC 71,152 $5M -6,400 -8.3% 3Q SEC ↗
18 Waverly Advisors, LLC 68,979 $5M +16,360 +31.1% 3Q SEC ↗
19 ENVESTNET ASSET MANAGEMENT INC 67,712 $5M +50,448 +292.2% 3Q SEC ↗
20 Values First Advisors, Inc. NEW 56,869 $4M — +0.0% 1Q SEC ↗
21 Capital Investment Services of America 55,604 $4M +3,612 +6.9% 5Q SEC ↗
22 NewEdge Wealth, LLC 48,517 $4M +36,109 +291.0% 5Q SEC ↗
23 Keystone Wealth Services, LLC 42,476 $3M -4,059 -8.7% 5Q SEC ↗
24 RAYMOND JAMES FINANCIAL INC 39,782 $3M +17,532 +78.8% 2Q SEC ↗
25 OSAIC HOLDINGS, INC. 37,341 $3M +3,681 +10.9% 5Q SEC ↗
26 BOSTON FAMILY OFFICE LLC 34,110 $3M +4,116 +13.7% 5Q SEC ↗
27 TFO Wealth Partners, LLC 29,114 $2M +11,593 +66.2% 4Q SEC ↗
28 North Capital, Inc. 28,027 $2M -30 -0.1% 6Q SEC ↗
29 Sara-Bay Financial NEW 26,500 $2M — +0.0% 1Q SEC ↗
30 CREATIVE FINANCIAL DESIGNS INC /ADV 24,672 $2M +10,422 +73.1% 4Q SEC ↗
31 Modera Wealth Management, LLC 22,171 $2M +18,554 +513.0% 2Q SEC ↗
32 Cetera Investment Advisers 21,280 $2M +5,261 +32.8% 4Q SEC ↗
33 HB Wealth Management, LLC NEW 20,931 $2M — +0.0% 1Q SEC ↗
34 Planning Center, Inc. 20,119 $2M -4,104 -16.9% 6Q SEC ↗
35 CULBERTSON A N & CO INC 19,588 $1M +11,888 +154.4% 2Q SEC ↗
36 Steele Capital Management, Inc. 17,982 $1M -8,044 -30.9% 2Q SEC ↗
37 Attessa Capital LLC 17,058 $1M +8,870 +108.3% 2Q SEC ↗
38 Kingsview Wealth Management, LLC 16,775 $1M +1,855 +12.4% 3Q SEC ↗
39 Baird Financial Group, Inc. 16,762 $1M +74 +0.4% 2Q SEC ↗
40 Sierra Capital LLC 16,687 $1M — +0.0% 5Q SEC ↗
41 HARBOUR INVESTMENT MANAGEMENT LLC 16,183 $1M -265 -1.6% 2Q SEC ↗
42 Maloon Powers Pitre Higgins & Dennehy, NEW 15,149 $1M — +0.0% 1Q SEC ↗
43 GUARDSMAN PRIVATE CAPITAL MANAGEMENT, 14,952 $1M — +0.0% 3Q SEC ↗
44 COMMONWEALTH EQUITY SERVICES, LLC 13,400 $1M -9,236 -40.8% 5Q SEC ↗
45 ORSER CAPITAL MANAGEMENT, LLC 13,230 $998K — +0.0% 5Q SEC ↗
46 JANE STREET GROUP, LLC 12,333 $930K -38,069 -75.5% 6Q SEC ↗
47 Steward Partners Investment Advisory, 11,958 $902K -12,791 -51.7% 4Q SEC ↗
48 Savvy Advisors, Inc. 11,900 $898K +462 +4.0% 4Q SEC ↗
49 Tower Research Capital LLC (TRC) NEW 11,585 $874K — +0.0% 1Q SEC ↗
50 Kestra Advisory Services, LLC 11,581 $874K +2,038 +21.4% 3Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
MORGAN STANLEY +121,358 +47.5% 377,028
Pines Wealth Management, LLC +95,222 +54.7% 269,259
TRUIST FINANCIAL CORP +62,963 +45.4% 201,506
ENVESTNET ASSET MANAGEMENT INC +50,448 +292.2% 67,712
Coston, McIsaac & Partners +49,102 +20.4% 289,749
BANK OF AMERICA CORP /DE +46,193 +9.6% 528,454
UBS Group AG +38,920 +25.2% 193,087
NewEdge Wealth, LLC +36,109 +291.0% 48,517
ROYAL BANK OF CANADA +23,354 +21.3% 133,105
Zhang Financial LLC +18,653 +15.2% 141,305
Modera Wealth Management, LLC +18,554 +513.0% 22,171
RAYMOND JAMES FINANCIAL INC +17,532 +78.8% 39,782
Waverly Advisors, LLC +16,360 +31.1% 68,979
CULBERTSON A N & CO INC +11,888 +154.4% 19,588
TFO Wealth Partners, LLC +11,593 +66.2% 29,114
CREATIVE FINANCIAL DESIGNS INC /ADV +10,422 +73.1% 24,672
Attessa Capital LLC +8,870 +108.3% 17,058
Cetera Investment Advisers +5,261 +32.8% 21,280
Integrated Wealth Concepts LLC +4,624 +70.6% 11,172
BOSTON FAMILY OFFICE LLC +4,116 +13.7% 34,110
Biggest Decreases (20)
HolderReducedChange %Total Shares
LPL Financial LLC -181,047 -21.5% 662,654
Pathway Financial Advisors LLC -48,380 -18.9% 207,201
JANE STREET GROUP, LLC -38,069 -75.5% 12,333
Strategic Investment Solutions, Inc -23,329 -17.9% 107,165
RFP Financial Group LLC -18,800 -6.7% 261,650
Steward Partners Investment Advisor -12,791 -51.7% 11,958
COMMONWEALTH EQUITY SERVICES, LLC -9,236 -40.8% 13,400
Farther Finance Advisors, LLC -8,469 -7.6% 102,867
Steele Capital Management, Inc. -8,044 -30.9% 17,982
GUYASUTA INVESTMENT ADVISORS INC -6,400 -8.3% 71,152
Planning Center, Inc. -4,104 -16.9% 20,119
Keystone Wealth Services, LLC -4,059 -8.7% 42,476
Crown Wealth Group, LLC -1,469 -24.0% 4,640
Core Wealth Advisors, Inc. -1,324 -12.5% 9,291
Bridgewealth Advisory Group, LLC -975 -18.6% 4,255
HARBOUR INVESTMENT MANAGEMENT LLC -265 -1.6% 16,183
JPMORGAN CHASE & CO -259 -67.1% 127
SUSQUEHANNA INTERNATIONAL GROUP, LL -223 -5.8% 3,635
North Capital, Inc. -30 -0.1% 28,027
WELLS FARGO & COMPANY/MN -1 -100.0% 0

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms