Vangrd Ultra SH TM TX Ex-AdmVWSUX

13F holders, Q1 2024 (March 31)
3holders
$15.73avg. 13F price*

At the end of Q1 2024, 3 institutions reported holding Vangrd Ultra SH TM TX Ex-Adm (VWSUX) in their 13F filings. The largest holders were Partners Capital Investment Group, LLP ($93.8M), Encompass Wealth Advisors, LLC ($544K) and Motco ($93K).

Company
Vangrd Ultra SH TM TX Ex-Adm
Filed as
VANGUARD ULTRA SHORT TERM TAX EXEMPT ADM (Q1 2024)
CUSIP
922907803
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 3Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 3 holders

Partners Capital Investment Group, LLP 2.81% Add +11.8% 5,961,730 $93.8M
Encompass Wealth Advisors, LLC 0.15% Add +0.8% 34,580 $544K
Motco 0.01% No change 5,940 $93K

"% of holder's portfolio" is VWSUX's weight in each manager's 13F, not the share of Vangrd Ultra SH TM TX Ex-Adm the manager owns.