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
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
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)
| Holder | Shares | Value |
|---|---|---|
| Lido Advisors, LLC | 617,696 | $47M |
| Values First Advisors, Inc. | 56,869 | $4M |
| Sara-Bay Financial | 26,500 | $2M |
| HB Wealth Management, LLC | 20,931 | $2M |
| Maloon Powers Pitre Higgins & Denne | 15,149 | $1M |
| Tower Research Capital LLC (TRC) | 11,585 | $874K |
| HARBOR INVESTMENT ADVISORY, LLC | 10,582 | $798K |
| Mills Wealth Advisors LLC | 10,308 | $778K |
| Private Advisory Group LLC | 9,892 | $746K |
| Mullaney, Keating & Wright, Inc. | 8,636 | $652K |
| Kestra Investment Management, LLC | 8,200 | $619K |
| Hurlow Wealth Management Group, Inc | 6,870 | $518K |
| Rye Brook Capital LLC | 5,470 | $413K |
| Forum Financial Management, LP | 4,930 | $372K |
| Old Mission Investment Co LLC | 4,657 | $351K |
| Index Fund Advisors, Inc. | 3,983 | $300K |
| Randolph Co Inc | 3,957 | $299K |
| Cambridge Investment Research Advis | 3,862 | $291K |
| Indivisible Partners | 3,539 | $267K |
| CWS Financial Advisors, LLC | 3,212 | $242K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ANDERSON HOAGLAND & CO | 21,897 | $2M |
| BURLING WEALTH PARTNERS, LLC | 17,570 | $1M |
| D.B. Root & Company, LLC | 16,429 | $1M |
| UNITED CAPITAL FINANCIAL ADVISORS, | 10,400 | $785K |
| CITADEL ADVISORS LLC | 4,912 | $371K |
| EP Wealth Advisors, LLC | 4,111 | $310K |
| Rothschild Wealth LLC | 4,000 | $302K |
| AVALON CAPITAL MANAGEMENT | 3,971 | $300K |
| PNC Financial Services Group, Inc. | 3,500 | $264K |
| Creative Planning | 3,402 | $257K |
| SUMMITRY LLC | 3,303 | $249K |
| INDEPENDENT FINANCIAL GROUP, LLC | 2,911 | $220K |
| Western Reserve Capital Management, | 2,872 | $217K |
| Focus Partners Wealth | 2,860 | $216K |
| BNP PARIBAS FINANCIAL MARKETS | 2,628 | $198K |
| UMB Bank, n.a. | 1,512 | $114K |
| JONES FINANCIAL COMPANIES LLLP | 781 | $59K |
| Parkside Financial Bank & Trust | 578 | $44K |
| Allworth Financial LP | 376 | $28K |
| CWM, LLC | 149 | $11K |
Biggest Increases (20)
| Holder | Added | Change % | 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 |