Vanguard Ultra SHRT TreasuryVGUSETF

13F holders, Q1 2026 (March 31)
85holders +12
22new positions
11sold out
1famous investor
$75.64avg. 13F price*

At the end of Q1 2026, 85 institutions reported holding Vanguard Ultra SHRT Treasury (VGUS) in their 13F filings, up 12 from Q4 2025. 22 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($63.8M), Bank of America Corp. ($36.5M) and RFP Financial Group LLC ($21.2M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions22$59.8M
Exits11$2.9M

All 13F filers, Q4 2025 → Q1 2026: 2,303,610 shares bought and 167,128 shares sold, net +2,136,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

LPL Financial LLC 0.02% Add +429.0% 843,701 $63.8M
Bank of America Corp. 0.00% Add +11.8% 482,261 $36.5M
RFP Financial Group LLC 11.53% New 280,450 $21.2M
Morgan Stanley 0.00% Add +107.8% 255,670 $19.3M
Pathway Financial Advisors LLC 2.39% Add +0.5% 255,581 $19.3M
Coston, McIsaac & Partners 4.11% Add +16.5% 240,647 $18.2M
Pines Wealth Management, LLC 4.26% New 174,037 $13.2M
UBS Group AG 0.00% Add +117.5% 154,167 $11.7M
Truist Financial Corp. 0.01% Add +213.2% 138,543 $10.5M
Hikari Power Ltd 0.90% New 136,950 $10.4M
Strategic Investment Solutions, Inc. 2.39% Reduce -5.6% 130,580 $9.9M
Zhang Financial LLC 0.32% Add +473.2% 122,652 $9.3M
Farther Finance Advisors, LLC 0.08% Add +5.6% 111,336 $8.4M
Royal Bank of Canada 0.00% Add +77.5% 109,751 $8.3M
Guyasuta Investment Advisors Inc. 0.34% Add +599.2% 77,552 $5.9M
Goldman Sachs Group Inc. 0.00% New 72,598 $5.5M
Waverly Advisors, LLC 0.03% Add +87.6% 52,619 $4.0M
Capital Investment Services of America, Inc. 0.41% Add +47.2% 51,992 $3.9M
Jane Street Group, LLC 0.00% Add +845.8% 50,402 $3.8M
Keystone Wealth Services, LLC 0.75% Add +61.0% 46,535 $3.5M
Osaic Holdings, Inc. 0.00% Add +284.5% 33,660 $2.5M
Boston Family Office LLC 0.15% Add +10.9% 29,994 $2.3M
North Capital, Inc. 1.80% Add +12.0% 28,057 $2.1M
Steele Capital Management, Inc. 0.08% New 26,026 $2.0M
Steward Partners Investment Advisory, LLC 0.01% Reduce -15.6% 24,749 $1.9M
Planning Center, Inc. 0.19% Reduce -19.9% 24,223 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -18.1% 22,636 $1.7M
Raymond James Financial Inc. 0.00% New 22,250 $1.7M
Anderson Hoagland & Co. 0.14% Add +292.8% 21,897 $1.7M
Burling Wealth Partners, LLC 0.21% Reduce -35.0% 17,570 $1.3M
TFO Wealth Partners, LLC 0.18% Add +99.6% 17,521 $1.3M
Envestnet Asset Management Inc. 0.00% Add +68.7% 17,264 $1.3M
Sierra Capital LLC 0.14% No change 16,687 $1.3M
Baird Financial Group, Inc. 0.00% New 16,688 $1.3M
Harbour Investment Management LLC 0.68% New 16,448 $1.2M
Cetera Investment Advisers 0.00% Add +220.4% 16,019 $1.2M
Guardsman Private Capital Management, Inc. 0.88% Add +25.5% 14,952 $1.1M
Kingsview Wealth Management, LLC 0.02% Reduce -28.9% 14,920 $1.1M
Creative Financial Designs Inc. 0.07% Add +83.9% 14,250 $1.1M
Orser Capital Management, LLC 0.65% No change 13,230 $1.0M
NewEdge Wealth, LLC 0.01% Add +148.2% 12,408 $939K
Mariner, LLC 0.00% Add +15.1% 11,514 $871K
Savvy Advisors, Inc. 0.02% Add +39.0% 11,438 $865K
Core Wealth Advisors, Inc. 0.19% Add +0.3% 10,615 $803K
Manuka Financial, LLC 0.49% Add +0.6% 10,473 $792K
United Capital Financial Advisors, LLC 0.00% No change 10,400 $787K
Wealthquest Corp 0.05% Reduce -2.9% 9,678 $732K
Kestra Advisory Services, LLC 0.00% Add +75.4% 9,543 $722K
TMB Capital Partners, LLC 0.23% Add +20.4% 8,962 $678K
Corient Private Wealth LP 0.00% Add +0.5% 8,762 $663K
Modern Wealth Management, LLC 0.01% Add +70.9% 8,220 $620K
Attessa Capital LLC 0.34% New 8,188 $620K
Culbertson A N & Co. Inc. 0.08% New 7,700 $583K
Burton Enright Welch 0.08% Add +0.5% 7,561 $572K
Quantinno Capital Management LP 0.00% No change 7,474 $565K
Integrated Wealth Concepts LLC 0.00% New 6,548 $495K
Crown Wealth Group, LLC 0.14% Reduce -90.8% 6,109 $462K
Bridgewealth Advisory Group, LLC 0.08% Add +4.1% 5,230 $396K
Citadel Advisors 0.00% Reduce -70.6% 4,912 $372K
NewEdge Advisors, LLC 0.00% No change 4,630 $350K
Rothschild Wealth LLC 0.03% New 4,000 $303K
Susquehanna International Group, LLP 0.00% Reduce -81.2% 3,858 $292K
Simmons Bank 0.02% Add +23.7% 3,683 $279K
Modera Wealth Management, LLC 0.00% New 3,617 $274K
Creative Planning 0.00% New 3,402 $257K
Focus Partners Advisor Solutions, LLC 0.00% No change 2,983 $226K
Western Reserve Capital Management, LLC 0.18% No change 2,872 $217K
Focus Partners Wealth 0.00% No change 2,860 $216K
Graney & King, LLC 0.11% New 2,807 $212K
Schiavi & Co LLC 0.06% No change 2,657 $201K
DiNuzzo Private Wealth, Inc. 0.02% No change 2,652 $201K
BNP Paribas Financial Markets 0.00% New 2,628 $199K
National Bank of Canada 0.00% New 1,584 $120K
Asset Dedication, LLC 0.01% New 1,553 $118K
UMB Bank, n.a. 0.00% New 1,512 $114K
Harbour Investments, Inc. 0.00% New 1,235 $93K
Fiduciary Advisors, Inc. 0.05% Add +140.7% 799 $60K
Parkside Financial Bank & Trust 0.00% Add +191.9% 578 $44K
IFP Advisors, Inc 0.00% Add +0.4% 479 $36K
North Star Investment Management Corp. 0.00% Add +0.7% 424 $32K
JPMorgan Chase & Co. 0.00% New 386 $29K
Allworth Financial LP 0.00% Reduce -66.3% 376 $28K
Fifth Third Bancorp 0.00% New 200 $15K
Vanguard Advisers Inc. 0.00% — 2 $121
Wells Fargo & Company 0.00% Add +0.0% 1 $60

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