Vanguard Ultra SHRT TreasuryVGUSETF

13F holders, Q4 2025 (December 31)
73holders +19
22new positions
7sold out
1famous investor
$75.47avg. 13F price*

At the end of Q4 2025, 73 institutions reported holding Vanguard Ultra SHRT Treasury (VGUS) in their 13F filings, up 19 from Q3 2025. 22 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($32.6M), Pathway Financial Advisors LLC ($19.2M) and Coston, McIsaac & Partners ($15.6M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions22$13.1M
Exits7$2.8M

All 13F filers, Q3 2025 → Q4 2025: 767,506 shares bought and 140,285 shares sold, net +627,221 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 73 holders

Bank of America Corp. 0.00% Add +15.1% 431,439 $32.6M
Pathway Financial Advisors LLC 2.41% Reduce -17.9% 254,239 $19.2M
Coston, McIsaac & Partners 3.62% Add +17.8% 206,540 $15.6M
LPL Financial LLC 0.00% Add +608.4% 159,492 $12.0M
Strategic Investment Solutions, Inc. 2.51% Add +192.8% 138,358 $10.4M
Morgan Stanley 0.00% Add +7.8% 123,069 $9.3M
Farther Finance Advisors, LLC 0.09% Add +98.9% 105,413 $8.0M
UBS Group AG 0.00% Add +268.1% 70,883 $5.3M
Crown Wealth Group, LLC 1.39% Add +34.6% 66,066 $5.0M
Royal Bank of Canada 0.00% Add +399.8% 61,826 $4.7M
Truist Financial Corp. 0.00% Add +228.1% 44,230 $3.3M
Capital Investment Services of America, Inc. 0.25% Add +62.2% 35,315 $2.7M
Planning Center, Inc. 0.23% Add +102.5% 30,241 $2.3M
Steward Partners Investment Advisory, LLC 0.01% Add +4.7% 29,312 $2.2M
Keystone Wealth Services, LLC 0.46% Add +37.2% 28,905 $2.2M
Waverly Advisors, LLC 0.02% New 28,049 $2.1M
Commonwealth Equity Services, LLC 0.00% Add +18.5% 27,656 $2.1M
Boston Family Office LLC 0.13% Add +6.9% 27,046 $2.0M
Burling Wealth Partners, LLC 0.32% Add +35.7% 27,039 $2.0M
North Capital, Inc. 1.63% Reduce -4.5% 25,041 $1.9M
Zhang Financial LLC 0.06% New 21,399 $1.6M
Kingsview Wealth Management, LLC 0.02% New 20,974 $1.6M
Susquehanna International Group, LLP 0.00% New 20,522 $1.5M
Citadel Advisors 0.00% Add +16.3% 16,731 $1.3M
Sierra Capital LLC 0.13% Add +3.0% 16,687 $1.3M
D.B. Root & Company, LLC 0.30% Add +1.3% 16,429 $1.2M
Orser Capital Management, LLC 0.56% No change 13,230 $998K
Guardsman Private Capital Management, Inc. 0.72% — 11,914 $899K
Guyasuta Investment Advisors Inc. 0.05% New 11,092 $837K
Core Wealth Advisors, Inc. 0.21% Reduce -20.1% 10,589 $799K
Manuka Financial, LLC 0.49% Add +1.3% 10,415 $786K
United Capital Financial Advisors, LLC 0.00% No change 10,400 $785K
Envestnet Asset Management Inc. 0.00% New 10,236 $772K
Mariner, LLC 0.00% New 10,006 $755K
Wealthquest Corp 0.06% New 9,963 $752K
TFO Wealth Partners, LLC 0.10% Add +1.0% 8,779 $663K
Osaic Holdings, Inc. 0.00% Add +2661.5% 8,754 $661K
Corient Private Wealth LP 0.00% Add +1.3% 8,715 $658K
Savvy Advisors, Inc. 0.02% Reduce -0.2% 8,228 $621K
Creative Financial Designs Inc. 0.04% Add +137.6% 7,747 $585K
Burton Enright Welch 0.08% Reduce -9.0% 7,522 $568K
Quantinno Capital Management LP 0.00% New 7,474 $564K
TMB Capital Partners, LLC 0.19% — 7,442 $562K
Anderson Hoagland & Co. 0.04% New 5,575 $421K
Kestra Advisory Services, LLC 0.00% New 5,440 $411K
Jane Street Group, LLC 0.00% Reduce -87.7% 5,329 $402K
Bridgewealth Advisory Group, LLC 0.08% Reduce -21.2% 5,025 $379K
NewEdge Wealth, LLC 0.00% No change 5,000 $377K
Cetera Investment Advisers 0.00% Reduce -0.4% 5,000 $377K
Modern Wealth Management, LLC 0.01% New 4,811 $363K
NewEdge Advisors, LLC 0.00% New 4,630 $349K
EP Wealth Advisors, LLC 0.00% — 4,111 $310K
Avalon Capital Management 0.07% Reduce -11.6% 3,971 $300K
Kestra Investment Management, LLC 0.01% New 3,551 $268K
PNC Financial Services Group, Inc. 0.00% No change 3,500 $264K
Summitry LLC 0.01% No change 3,303 $249K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -50.0% 2,983 $225K
Simmons Bank 0.01% No change 2,977 $225K
Independent Financial Group, LLC 0.00% New 2,911 $220K
Western Reserve Capital Management, LLC 0.20% — 2,872 $217K
Focus Partners Wealth 0.00% New 2,860 $216K
Schiavi & Co LLC 0.06% No change 2,657 $201K
DiNuzzo Private Wealth, Inc. 0.02% New 2,652 $200K
Allworth Financial LP 0.00% Add +55.4% 1,114 $84K
Jones Financial Companies LLLP 0.00% New 781 $59K
IFP Advisors, Inc 0.00% Add +1.3% 477 $36K
North Star Investment Management Corp. 0.00% Reduce -60.6% 421 $32K
Fiduciary Advisors, Inc. 0.02% New 332 $25K
Comerica Bank 0.00% New 200 $15K
Parkside Financial Bank & Trust 0.00% New 198 $15K
Cwm, LLC 0.00% No change 149 $11K
Private Trust Co. NA 0.00% New 42 $3K
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.