VGUS Institutional Ownership & Shareholders
VANGUARD ULTRA SHRT TREASURY (VGUS) is currently held by 105 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $396.45M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of VGUS tracked by InsiderSet, reporting ownership valued at approximately $42.59M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $42.53M, representing an estimated loss of -0.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed VGUS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in VANGUARD ULTRA SHRT TREASURY (VGUS).
This page ranks the largest institutional VGUS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
105
Total Reported Value
$396.45M
Largest Holder
Lpl Financial Llc
Largest Position
$42.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
129
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 563,197 | $42,588,951 | $42,529,821 | -$59,130 | -0.14% | |
| Bank Of America Corp | 0.00% | 528,454 | $39,982,859 | $39,906,204 | -$76,655 | -0.19% | |
| Morgan Stanley | 0.00% | 377,028 | $28,525,938 | $28,471,269 | -$54,669 | -0.19% | |
| Awm Capital, Llc | 1.96% | 367,994 | $27,827,777 | $27,789,067 | -$38,710 | -0.14% | |
| Coston, Mcisaac & Partners | 5.33% | 346,447 | $26,198,342 | $26,161,945 | -$36,397 | -0.14% | |
| Pines Wealth Management, Llc | 6.19% | 287,521 | $21,742,339 | $21,712,148 | -$30,191 | -0.14% | |
| Pathway Financial Advisors Llc | 1.89% | 226,573 | $17,133,469 | $17,109,660 | -$23,809 | -0.14% | |
| Lido Advisors, Llc | 0.05% | 208,889 | $15,796,186 | $15,774,253 | -$21,933 | -0.14% | |
| Ubs Group Ag | 0.00% | 193,087 | $14,608,962 | $14,580,965 | -$27,997 | -0.19% | |
| Truist Financial Corp | 0.02% | 182,666 | $13,813,203 | $13,794,023 | -$19,180 | -0.14% | |
| Hb Wealth Management, Llc | 0.06% | 147,470 | $11,151,667 | $11,136,197 | -$15,470 | -0.14% | |
| Zhang Financial Llc | 0.31% | 141,305 | $10,691,089 | $10,670,647 | -$20,442 | -0.19% | |
| Royal Bank Of Canada | 0.00% | 133,105 | $10,071,000 | $10,051,424 | -$19,576 | -0.19% | |
| Rfp Financial Group Llc | 6.50% | 130,825 | $9,898,226 | $9,879,250 | -$18,976 | -0.19% | |
| Strategic Investment Solutions, Inc. | 1.70% | 94,312 | $7,120,440 | $7,121,971 | +$1,531 | +0.02% | |
| Goldman Sachs Group Inc | 0.00% | 72,598 | $5,492,765 | $5,482,238 | -$10,527 | -0.19% | |
| Waverly Advisors, Llc | 0.03% | 68,979 | $5,218,951 | $5,208,949 | -$10,002 | -0.19% | |
| Envestnet Asset Management Inc | 0.00% | 67,712 | $5,123,063 | $5,113,272 | -$9,791 | -0.19% | |
| Capital Investment Services Of America, Inc. | 0.40% | 57,659 | $4,360,174 | $4,354,119 | -$6,055 | -0.14% | |
| Newedge Wealth, Llc | 0.04% | 48,517 | $3,670,762 | $3,663,761 | -$7,001 | -0.19% | |
| Keystone Wealth Services, Llc | 0.63% | 46,855 | $3,542,911 | $3,538,255 | -$4,656 | -0.13% | |
| North Capital, Inc. | 2.34% | 43,481 | $3,283,493 | $3,283,468 | -$25 | -0.00% | |
| Sara-Bay Financial | 0.81% | 41,335 | $3,125,753 | $3,121,413 | -$4,340 | -0.14% | |
| Raymond James Financial Inc | 0.00% | 39,782 | $3,009,906 | $3,004,138 | -$5,768 | -0.19% | |
| Anderson Hoagland & Co | 0.22% | 37,588 | $2,842,029 | $2,838,458 | -$3,571 | -0.13% | |
| Mullaney, Keating & Wright, Inc. | 1.31% | 37,491 | $2,835,066 | $2,831,133 | -$3,933 | -0.14% | |
| Osaic Holdings, Inc. | 0.00% | 37,341 | $2,825,907 | $2,819,806 | -$6,101 | -0.22% | |
| Farther Finance Advisors, Llc | 0.02% | 35,503 | $2,684,737 | $2,681,009 | -$3,728 | -0.14% | |
| Boston Family Office Llc | 0.16% | 34,110 | $2,581,000 | $2,575,817 | -$5,183 | -0.20% | |
| Guardsman Private Capital Management, Inc. | 1.59% | 30,219 | $2,285,146 | $2,281,988 | -$3,158 | -0.14% | |
| Guyasuta Investment Advisors Inc | 0.12% | 29,247 | $2,211,642 | $2,208,587 | -$3,055 | -0.14% | |
| Tfo Wealth Partners, Llc | 0.24% | 29,114 | $2,202,800 | $2,198,544 | -$4,256 | -0.19% | |
| Creative Financial Designs Inc | 0.10% | 28,510 | $2,155,956 | $2,152,933 | -$3,023 | -0.14% | |
| Cetera Investment Advisers | 0.00% | 21,280 | $1,610,014 | $1,606,959 | -$3,055 | -0.19% | |
| Beacon Financial Advisory Llc | 0.29% | 20,592 | $1,557,168 | $1,555,005 | -$2,163 | -0.14% | |
| Planning Center, Inc. | 0.14% | 20,119 | $1,522,204 | $1,519,286 | -$2,918 | -0.19% | |
| Culbertson A N & Co Inc | 0.17% | 19,872 | $1,502,721 | $1,500,634 | -$2,087 | -0.14% | |
| Kestra Advisory Services, Llc | 0.00% | 19,003 | $1,437,024 | $1,435,012 | -$2,012 | -0.14% | |
| Modera Wealth Management, Llc | 0.01% | 18,554 | $1,403,054 | $1,401,105 | -$1,949 | -0.14% | |
| Attessa Capital Llc | 0.56% | 17,135 | $1,295,748 | $1,293,950 | -$1,798 | -0.14% | |
| Kingsview Wealth Management, Llc | 0.02% | 16,775 | $1,269,197 | $1,266,764 | -$2,433 | -0.19% | |
| Baird Financial Group, Inc. | 0.00% | 16,762 | $1,268,213 | $1,265,782 | -$2,431 | -0.19% | |
| Sierra Capital Llc | 0.12% | 16,687 | $1,262,538 | $1,260,119 | -$2,419 | -0.19% | |
| Harbour Investment Management Llc | 0.63% | 16,183 | $1,224,406 | $1,222,059 | -$2,347 | -0.19% | |
| Jane Street Group, Llc | 0.00% | 12,333 | $933,115 | $931,326 | -$1,789 | -0.19% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 11,958 | $904,742 | $903,008 | -$1,734 | -0.19% | |
| Savvy Advisors, Inc. | 0.02% | 11,900 | $900,391 | $898,629 | -$1,763 | -0.20% | |
| Tower Research Capital Llc (Trc) | 0.02% | 11,585 | $876,521 | $874,841 | -$1,680 | -0.19% | |
| Mariner, Llc | 0.00% | 11,514 | $871,149 | $869,480 | -$1,669 | -0.19% | |
| Integrated Wealth Concepts Llc | 0.01% | 11,172 | $845,274 | $843,654 | -$1,620 | -0.19% |
Frequently asked questions about VGUS
Who are the largest institutional holders of VGUS?
The largest institutional holders of VGUS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, Awm Capital, Llc, and Coston, Mcisaac & Partners. InsiderSet ranks institutional holders by their latest reported VGUS position.
What is VGUS institutional ownership?
This page tracks VGUS positions reported by institutional investment managers through SEC Form 13F. VANGUARD ULTRA SHRT TREASURY (VGUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VGUS?
InsiderSet currently tracks 105 institutional managers reporting VGUS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VGUS shareholders.
How much VGUS stock do institutions own?
Institutional investment managers disclosed approximately $396.45M in VGUS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VGUS institutional ownership last updated?
The latest VGUS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VGUS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VGUS position after the reporting date.
Are institutions buying or selling VGUS?
Institutional buying and selling can be analyzed by comparing VGUS positions across consecutive 13F reporting periods. InsiderSet's VGUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VGUS ownership changes.
How has VGUS institutional ownership changed over time?
InsiderSet tracks VGUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.