Vanguard Ultra SHRT TreasuryVGUSETF

13F holders, Q2 2025 (June 30)
38holders +25
25new positions
0sold out
1famous investor
$75.52avg. 13F price*

At the end of Q2 2025, 38 institutions reported holding Vanguard Ultra SHRT Treasury (VGUS) in their 13F filings, up 25 from Q1 2025. 25 opened new positions and 0 sold out. The largest holders were Pathway Financial Advisors LLC ($22.2M), Jane Street Group, LLC ($4.3M) and Citadel Advisors ($2.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Vanguard Ultra SHRT Treasury
CUSIP
922040852
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2025: 13Q1 2025Q2 2025: 38Q2 2025Q3 2025: 54Q3 2025Q4 2025: 73Q4 2025Q1 2026: 85Q1 2026Q2 2026: 97Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions25$14.1M
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 359,519 shares bought and 32,623 shares sold, net +326,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 38 holders

Pathway Financial Advisors LLC 3.25% Add +58.9% 294,387 $22.2M
Jane Street Group, LLC 0.01% Reduce -3.5% 56,673 $4.3M
Citadel Advisors 0.00% Add +73.4% 31,871 $2.4M
Avalon Capital Management 0.58% Reduce -51.5% 28,695 $2.2M
North Capital, Inc. 1.71% Add +97.7% 26,216 $2.0M
Strategic Investment Solutions, Inc. 0.50% Add +340.8% 21,770 $1.6M
Boston Family Office LLC 0.10% New 19,569 $1.5M
Bank of Montreal 0.00% New 16,900 $1.3M
Sierra Capital LLC 0.14% New 16,202 $1.2M
D.B. Root & Company, LLC 0.35% New 15,685 $1.2M
Keystone Wealth Services, LLC 0.27% New 15,079 $1.1M
Commonwealth Equity Services, LLC 0.00% New 13,181 $996K
Coston, McIsaac & Partners 0.25% Add +1599.5% 12,916 $975K
Old Mission Capital LLC 0.02% New 12,395 $936K
Farther Finance Advisors, LLC 0.02% New 12,348 $933K
Capital Investment Services of America, Inc. 0.08% New 11,195 $846K
United Capital Financial Advisors, LLC 0.01% New 10,400 $786K
StoneX Group Inc. 0.03% New 9,000 $680K
Bridgewealth Advisory Group, LLC 0.15% Add +22.5% 7,996 $604K
Manuka Financial, LLC 0.27% New 6,530 $493K
Planning Center, Inc. 0.05% Add +116.1% 6,156 $465K
Wealthquest Corp 0.04% Add +90.2% 6,077 $459K
Orser Capital Management, LLC 0.27% New 5,100 $385K
NewEdge Wealth, LLC 0.01% New 5,000 $377K
Burton Enright Welch 0.05% New 4,073 $308K
Woodard & Co. Asset Management Group Inc. 0.05% No change 3,500 $264K
Burling Wealth Partners, LLC 0.05% New 3,462 $261K
Focus Partners Advisor Solutions, LLC 0.00% New 2,983 $225K
UBS Group AG 0.00% New 2,415 $182K
Raymond James Financial Inc. 0.00% New 1,379 $104K
Royal Bank of Canada 0.00% New 1,301 $98K
North Star Investment Management Corp. 0.01% New 1,060 $80K
Allworth Financial LP 0.00% New 717 $54K
Eastern Bank 0.00% New 669 $51K
IFP Advisors, Inc 0.00% Reduce -10.5% 582 $44K
Osaic Holdings, Inc. 0.00% New 317 $24K
Bank of America Corp. 0.00% New 300 $23K
Orion Capital Management LLC 0.00% No change 15 $1K

"% of holder's portfolio" is VGUS's weight in each manager's 13F, not the share of Vanguard Ultra SHRT Treasury the manager owns.