VANGUARD ULTRA SHRT TREASURY (VGUS) Institutional Shareholders
VANGUARD ULTRA SHRT TREASURY (VGUS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $402.23M in VGUS holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of VGUS tracked by InsiderSet, reporting ownership valued at approximately $50.14M in its June 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 $50.07M, representing an estimated loss of -0.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed VGUS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Lido Advisors, Llc, Bank Of America Corp, 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
94
Total Reported Value
$402.23M
Largest Holder
Lpl Financial Llc
Largest Position
$50.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
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% | 662,654 | $50,136,414 | $50,066,823 | -$69,591 | -0.14% | |
| Lido Advisors, Llc | 0.17% | 617,696 | $46,734,879 | $46,670,021 | -$64,858 | -0.14% | |
| Bank Of America Corp | 0.00% | 528,454 | $39,982,859 | $39,927,342 | -$55,517 | -0.14% | |
| Morgan Stanley | 0.00% | 377,028 | $28,525,938 | $28,486,351 | -$39,587 | -0.14% | |
| Coston, Mcisaac & Partners | 4.41% | 289,749 | $21,922,000 | $21,891,986 | -$30,014 | -0.14% | |
| Pines Wealth Management, Llc | 5.86% | 269,259 | $20,372,136 | $20,343,864 | -$28,272 | -0.14% | |
| Pathway Financial Advisors Llc | 1.82% | 207,201 | $15,638,508 | $15,655,072 | +$16,564 | +0.11% | |
| Truist Financial Corp | 0.02% | 201,506 | $15,245,944 | $15,224,786 | -$21,158 | -0.14% | |
| Ubs Group Ag | 0.00% | 193,087 | $14,608,962 | $14,588,688 | -$20,274 | -0.14% | |
| Zhang Financial Llc | 0.31% | 141,305 | $10,691,089 | $10,676,299 | -$14,790 | -0.14% | |
| Hikari Power Ltd | 1.21% | 136,950 | $10,362,000 | $10,347,257 | -$14,743 | -0.14% | |
| Royal Bank Of Canada | 0.00% | 133,105 | $10,071,000 | $10,056,748 | -$14,252 | -0.14% | |
| Rfp Financial Group Llc | 6.50% | 130,825 | $9,898,226 | $9,884,483 | -$13,743 | -0.14% | |
| Farther Finance Advisors, Llc | 0.06% | 102,867 | $7,782,917 | $7,772,116 | -$10,801 | -0.14% | |
| Strategic Investment Solutions, Inc. | 1.70% | 94,312 | $7,120,440 | $7,125,743 | +$5,303 | +0.07% | |
| Goldman Sachs Group Inc | 0.00% | 72,598 | $5,492,765 | $5,485,142 | -$7,623 | -0.14% | |
| Guyasuta Investment Advisors Inc | 0.28% | 71,152 | $5,383,388 | $5,375,889 | -$7,499 | -0.14% | |
| Waverly Advisors, Llc | 0.03% | 68,979 | $5,218,951 | $5,211,708 | -$7,243 | -0.14% | |
| Envestnet Asset Management Inc | 0.00% | 67,712 | $5,123,063 | $5,115,980 | -$7,083 | -0.14% | |
| Values First Advisors, Inc. | 1.97% | 56,869 | $4,302,742 | $4,296,737 | -$6,005 | -0.14% | |
| Capital Investment Services Of America, Inc. | 0.41% | 55,604 | $4,206,999 | $4,201,160 | -$5,839 | -0.14% | |
| Newedge Wealth, Llc | 0.04% | 48,517 | $3,670,762 | $3,665,702 | -$5,060 | -0.14% | |
| Keystone Wealth Services, Llc | 0.60% | 42,476 | $3,213,699 | $3,209,274 | -$4,425 | -0.14% | |
| Raymond James Financial Inc | 0.00% | 39,782 | $3,009,906 | $3,005,729 | -$4,177 | -0.14% | |
| Osaic Holdings, Inc. | 0.00% | 37,341 | $2,825,907 | $2,821,299 | -$4,608 | -0.16% | |
| Boston Family Office Llc | 0.16% | 34,110 | $2,581,000 | $2,577,181 | -$3,819 | -0.15% | |
| Tfo Wealth Partners, Llc | 0.24% | 29,114 | $2,202,800 | $2,199,708 | -$3,092 | -0.14% | |
| North Capital, Inc. | 1.60% | 28,027 | $2,120,528 | $2,117,580 | -$2,948 | -0.14% | |
| Sara-Bay Financial | 0.53% | 26,500 | $2,004,990 | $2,002,208 | -$2,782 | -0.14% | |
| Creative Financial Designs Inc | 0.09% | 24,672 | $1,866,657 | $1,864,093 | -$2,564 | -0.14% | |
| Modera Wealth Management, Llc | 0.02% | 22,171 | $1,677,458 | $1,675,130 | -$2,328 | -0.14% | |
| Cetera Investment Advisers | 0.00% | 21,280 | $1,610,014 | $1,607,810 | -$2,204 | -0.14% | |
| Hb Wealth Management, Llc | 0.01% | 20,931 | $1,583,655 | $1,581,442 | -$2,213 | -0.14% | |
| Planning Center, Inc. | 0.14% | 20,119 | $1,522,204 | $1,520,091 | -$2,113 | -0.14% | |
| Culbertson A N & Co Inc | 0.17% | 19,588 | $1,482,028 | $1,479,971 | -$2,057 | -0.14% | |
| Steele Capital Management, Inc. | 0.05% | 17,982 | $1,360,519 | $1,358,630 | -$1,889 | -0.14% | |
| Attessa Capital Llc | 0.58% | 17,058 | $1,290,608 | $1,288,817 | -$1,791 | -0.14% | |
| Kingsview Wealth Management, Llc | 0.02% | 16,775 | $1,269,197 | $1,267,435 | -$1,762 | -0.14% | |
| Baird Financial Group, Inc. | 0.00% | 16,762 | $1,268,213 | $1,266,453 | -$1,760 | -0.14% | |
| Sierra Capital Llc | 0.12% | 16,687 | $1,262,538 | $1,260,786 | -$1,752 | -0.14% | |
| Harbour Investment Management Llc | 0.63% | 16,183 | $1,224,406 | $1,222,707 | -$1,699 | -0.14% | |
| Guardsman Private Capital Management, Inc. | 0.79% | 14,952 | $1,131,268 | $1,129,698 | -$1,570 | -0.14% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,400 | $1,013,870 | $1,012,437 | -$1,433 | -0.14% | |
| Orser Capital Management, Llc | 0.50% | 13,230 | $1,000,982 | $999,593 | -$1,389 | -0.14% | |
| Jane Street Group, Llc | 0.00% | 12,333 | $933,115 | $931,820 | -$1,295 | -0.14% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 11,958 | $904,742 | $903,487 | -$1,255 | -0.14% | |
| Savvy Advisors, Inc. | 0.02% | 11,900 | $900,391 | $899,105 | -$1,286 | -0.14% | |
| Tower Research Capital Llc (Trc) | 0.02% | 11,585 | $876,521 | $875,305 | -$1,216 | -0.14% | |
| Kestra Advisory Services, Llc | 0.00% | 11,581 | $876,192 | $875,002 | -$1,190 | -0.14% | |
| Mariner, Llc | 0.00% | 11,514 | $871,149 | $869,940 | -$1,209 | -0.14% |
Frequently asked questions about VGUS
Who owns the most VGUS stock?
The largest holders of VGUS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD ULTRA SHRT TREASURY (VGUS).
Is VGUS widely held by superinvestors?
Many widely followed stocks like VGUS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VGUS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.