Vault-13

VANGUARD INSTL INDEX FD VGUS

ULTRA-SHORT TREA · ETP · CUSIP 922040852

98 institutional holders +13 vs Q1 2026
5,492,7825.5m shares reported held*
$415.5mreported value*
23 new 38 added 21 reduced 10 sold out net bought ≈ $79.5m (+1.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $75.65.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q1 25: 14Q2 25: 39Q3 25: 55Q4 25: 74Q1 26: 85Q2 26: 9898Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 202514
Q2 202539
Q3 202555
Q4 202574
Q1 202685
Q2 202698

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 25: 33 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 41 bought or addedQ3 25: 11 cut or sold outQ3 25Q4 25: 49 bought or addedQ4 25: 18 cut or sold outQ4 25Q1 26: 62 bought or addedQ1 26: 22 cut or sold outQ1 26Q2 26: 61 bought or addedQ2 26: 31 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 2025333
Q3 20254111
Q4 20254918
Q1 20266222
Q2 20266131

Biggest buyers

Lido Advisors, LLC New +617,696+617.7k
MORGAN STANLEY Added +121,358+121.4k
Pines Wealth Management, LLC Added +95,222+95.2k
TRUIST FINANCIAL CORP Added +62,963+63.0k
Values First Advisors, Inc. New +56,869+56.9k
ENVESTNET ASSET MANAGEMENT INC Added +50,448+50.4k
Coston, McIsaac & Partners Added +49,102+49.1k
BANK OF AMERICA CORP /DE/ Added +46,193+46.2k
UBS Group AG Added +38,920+38.9k
NewEdge Wealth, LLC Added +36,109+36.1k

Biggest sellers

LPL Financial LLC Reduced -181,047-181.0k
Pathway Financial Advisors LLC Reduced -48,380-48.4k
JANE STREET GROUP, LLC Reduced -38,069-38.1k
Strategic Investment Solutions, Inc. /IL Reduced -23,415-23.4k
ANDERSON HOAGLAND & CO Sold out -21,897-21.9k
RFP Financial Group LLC Reduced -18,800-18.8k
BURLING WEALTH PARTNERS, LLC Sold out -17,570-17.6k
Steward Partners Investment Advisory, LLC Reduced -12,791-12.8k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Sold out -10,400-10.4k
Wealthquest Corp Reduced -9,831-9.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 662,654662.7k $50.1m $50.1m 0.01% Reduced -181.0k -181,047
2 Lido Advisors, LLC 0.17% of their portfolio Los Angeles, CA 617,696617.7k $46.7m $46.7m 0.17% New
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 528,454528.5k $40.0m $40.0m 0.00% Added +46.2k +46,193
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 377,028377.0k $28.5m $28.5m 0.00% Added +121.4k +121,358
5 Coston, McIsaac & Partners 4.41% of their portfolio BAR HARBOR, ME 289,749289.7k $21.9m $21.9m 4.41% Added +49.1k +49,102
6 Pines Wealth Management, LLC 5.86% of their portfolio SOUTHERN PINES, NC 269,259269.3k $20.4m $20.4m 5.86% Added +95.2k +95,222
7 RFP Financial Group LLC 8.87% of their portfolio ATLANTA, GA 261,650261.6k $19.8m $19.8m 8.87% Reduced -18.8k -18,800
8 Pathway Financial Advisors LLC 1.82% of their portfolio SOUTH BURLINGTON, VT 207,201207.2k $15.6m $15.6m 1.82% Reduced -48.4k -48,380
9 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 201,506201.5k $15.2m $15.2m 0.02% Added +63.0k +62,963
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 193,087193.1k $14.6m $14.6m 0.00% Added +38.9k +38,920
11 Zhang Financial LLC 0.31% of their portfolio PORTAGE, MI 141,305141.3k $10.7m $10.7m 0.31% Added +18.7k +18,653
12 Hikari Power Ltd 1.21% of their portfolio TOKYO, M0 136,950136.9k $10.4m $10.4m 1.21% Unchanged
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 133,105133.1k $10.1m $10.1m 0.00% Added +23.4k +23,354
14 Strategic Investment Solutions, Inc. /IL 1.85% of their portfolio ORLAND PARK, IL 107,165107.2k $8.1m $8.1m 1.85% Reduced -23.4k -23,415
15 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 102,867102.9k $7.8m $7.8m 0.06% Reduced -8.5k -8,469
16 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 72,59872.6k $5.5m $5.5m 0.00% Unchanged
17 GUYASUTA INVESTMENT ADVISORS INC 0.28% of their portfolio PITTSBURGH, PA 71,15271.2k $5.4m $5.4m 0.28% Reduced -6.4k -6,400
18 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 68,97969.0k $5.2m $5.2m 0.03% Added +16.4k +16,360
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 67,71267.7k $5.1m $5.1m 0.00% Added +50.4k +50,448
20 Values First Advisors, Inc. 1.97% of their portfolio JOHNSON CITY, TN 56,86956.9k $4.3m $4.3m 1.97% New
21 Capital Investment Services of America, Inc. 0.41% of their portfolio MILWAUKEE, WI 55,60455.6k $4.2m $4.2m 0.41% Added +3.6k +3,612
22 NewEdge Wealth, LLC 0.04% of their portfolio STAMFORD, CT 48,51748.5k $3.7m $3.7m 0.04% Added +36.1k +36,109
23 Keystone Wealth Services, LLC 0.60% of their portfolio PALM DESERT, CA 42,47642.5k $3.2m $3.2m 0.60% Reduced -4.1k -4,059
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 39,78239.8k $3.0m $3.0m 0.00% Added +17.5k +17,532
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 37,34137.3k $2.8m $2.8m 0.00% Added +3.7k +3,681
26 BOSTON FAMILY OFFICE LLC 0.16% of their portfolio BOSTON, MA 34,11034.1k $2.6m $2.6m 0.16% Added +4.1k +4,116
27 TFO Wealth Partners, LLC 0.24% of their portfolio MAUMEE, OH 29,11429.1k $2.2m $2.2m 0.24% Added +11.6k +11,593
28 North Capital, Inc. 1.60% of their portfolio SALT LAKE CITY, UT 28,02728.0k $2.1m $2.1m 1.60% Reduced -30 -30
29 Sara-Bay Financial 0.53% of their portfolio SARASOTA, FL 26,50026.5k $2.0m $2.0m 0.53% New
30 CREATIVE FINANCIAL DESIGNS INC /ADV 0.09% of their portfolio KOKOMO, IN 24,67224.7k $1.9m $1.9m 0.09% Added +10.4k +10,422
31 Modera Wealth Management, LLC 0.02% of their portfolio WESTWOOD, NJ 22,17122.2k $1.7m $1.7m 0.02% Added +18.6k +18,554
32 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 21,28021.3k $1.6m $1.6m 0.00% Added +5.3k +5,261
33 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 20,93120.9k $1.6m $1.6m 0.01% New
34 Planning Center, Inc. 0.14% of their portfolio MOLINE, IL 20,11920.1k $1.5m $1.5m 0.14% Reduced -4.1k -4,104
35 CULBERTSON A N & CO INC 0.17% of their portfolio Charlottesville, VA 19,58819.6k $1.5m $1.5m 0.17% Added +11.9k +11,888
36 Steele Capital Management, Inc. 0.05% of their portfolio DUBUQUE, IA 17,98218.0k $1.4m $1.4m 0.05% Reduced -8.0k -8,044
37 Attessa Capital LLC 0.58% of their portfolio TUCSON, AZ 17,05817.1k $1.3m $1.3m 0.58% Added +8.9k +8,870
38 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 16,77516.8k $1.3m $1.3m 0.02% Added +1.9k +1,855
39 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 16,76216.8k $1.3m $1.3m 0.00% Added +74 +74
40 Sierra Capital LLC 0.12% of their portfolio MIAMI, FL 16,68716.7k $1.3m $1.3m 0.12% Unchanged
41 HARBOUR INVESTMENT MANAGEMENT LLC 0.63% of their portfolio EDMONDS, WA 16,18316.2k $1.2m $1.2m 0.63% Reduced -265 -265
42 Maloon Powers Pitre Higgins & Dennehy, LLC 0.39% of their portfolio SAN RAMON, CA 15,14915.1k $1.1m $1.1m 0.39% First filing
43 GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 0.79% of their portfolio SARASOTA, FL 14,95215.0k $1.1m $1.1m 0.79% Unchanged
44 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,40013.4k $1.0m $1.0m 0.00% Reduced -9.2k -9,236
45 ORSER CAPITAL MANAGEMENT, LLC 0.50% of their portfolio SOUTHLAKE, TX 13,23013.2k $1.0m $1.0m 0.50% Unchanged
46 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,33312.3k $933.1k $933.1k 0.00% Reduced -38.1k -38,069
47 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 11,95812.0k $904.7k $904.7k 0.00% Reduced -12.8k -12,791
48 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 11,90011.9k $900.4k $900.4k 0.02% Added +462 +462
49 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 11,58511.6k $876.5k $876.5k 0.02% New
50 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 11,58111.6k $876.2k $876.2k 0.00% Added +2.0k +2,038
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,51411.5k $871.1k $871.1k 0.00% Unchanged
52 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 11,17211.2k $845.3k $845.3k 0.00% Added +4.6k +4,624
53 HARBOR INVESTMENT ADVISORY, LLC 0.06% of their portfolio LUTHERVILLE, MD 10,58210.6k $800.6k $800.6k 0.06% New
54 Manuka Financial, LLC 0.41% of their portfolio RICHMOND, VA 10,56410.6k $799.3k $799.3k 0.41% Added +91 +91
55 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 10,41010.4k $787.6k $787.6k 0.01% Added +2.2k +2,190
56 Mills Wealth Advisors LLC 0.25% of their portfolio SOUTHLAKE, TX 10,30810.3k $779.9k $779.9k 0.25% New
57 TMB Capital Partners, LLC 0.23% of their portfolio LITTLE ROCK, AR 9,9229.9k $750.7k $750.7k 0.23% Added +960 +960
58 Private Advisory Group LLC 0.04% of their portfolio REDMOND, WA 9,8929.9k $748.4k $748.4k 0.04% New
59 Wealthquest Corp 0.05% of their portfolio CINCINNATI, OH 9,8109.8k $742.2k $742.2k 0.05% Reduced -9.8k -9,831
60 Core Wealth Advisors, Inc. 0.14% of their portfolio LAKELAND, FL 9,2919.3k $703.0k $703.0k 0.14% Reduced -1.3k -1,324
61 Burton Enright Welch 0.08% of their portfolio WALNUT CREEK, CA 8,9458.9k $676.8k $676.8k 0.08% Added +1.4k +1,384
62 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 8,7628.8k $662.9k $662.9k 0.00% Unchanged
63 Mullaney, Keating & Wright, Inc. 0.32% of their portfolio MIDDLETOWN, CT 8,6368.6k $653.4k $653.4k 0.32% New
64 Kestra Investment Management, LLC 0.01% of their portfolio AUSTIN, TX 8,2008.2k $620.4k $620.4k 0.01% New
65 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 7,4747.5k $565.5k $565.5k 0.00% Unchanged
66 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,9957.0k $529.2k $529.2k 0.00% Added +2.4k +2,365
67 Hurlow Wealth Management Group, Inc. 0.11% of their portfolio BLOOMINGTON, IN 6,8706.9k $519.8k $519.8k 0.11% New
68 Rye Brook Capital LLC 0.29% of their portfolio GREENWICH, CT 5,4705.5k $414.0k $414.0k 0.29% New
69 Forum Financial Management, LP 0.00% of their portfolio LOMBARD, IL 4,9304.9k $373.0k $373.0k 0.00% New
70 Old Mission Investment Co LLC 0.07% of their portfolio TRAVERSE CITY, MI 4,6574.7k $352.3k $352.3k 0.07% First filing
71 Crown Wealth Group, LLC 0.09% of their portfolio Charlotte, NC 4,6404.6k $351.1k $351.1k 0.09% Reduced -1.5k -1,469
72 Bridgewealth Advisory Group, LLC 0.06% of their portfolio Fresno, CA 4,2554.3k $321.9k $321.9k 0.06% Reduced -975 -975
73 Index Fund Advisors, Inc. 0.01% of their portfolio IRVINE, CA 3,9834.0k $301.4k $301.4k 0.01% New
74 Randolph Co Inc 0.03% of their portfolio Cincinnati, OH 3,9574.0k $299.4k $299.4k 0.03% New
75 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,8623.9k $292.0k $292.0k 0.00% New
76 Simmons Bank 0.02% of their portfolio Pine Bluff, AR 3,6833.7k $278.7k $278.7k 0.02% Unchanged
77 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 3,6353.6k $275.0k $275.0k 0.00% Reduced -223 -223
78 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,5903.6k $271.6k $271.6k 0.00% Added +2.4k +2,355
79 Indivisible Partners 0.02% of their portfolio CLEARWATER, FL 3,5393.5k $267.7k $267.7k 0.02% New
80 CWS Financial Advisors, LLC 0.05% of their portfolio KALAMAZOO, MI 3,2123.2k $243.0k $243.0k 0.05% New
81 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 2,9833.0k $225.7k $225.7k 0.00% Unchanged
82 Graney & King, LLC 0.08% of their portfolio LATHAM, NY 2,9362.9k $222.1k $222.1k 0.08% Added +129 +129
83 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 2,6962.7k $203.0k $203.0k 0.00% New
84 Schiavi & Co LLC 0.05% of their portfolio WILMINGTON, DE 2,6572.7k $201.0k $201.0k 0.05% Unchanged
85 DiNuzzo Private Wealth, Inc. 0.02% of their portfolio BEAVER, PA 2,6522.7k $200.7k $200.7k 0.02% Unchanged
86 S.A. Mason LLC 0.06% of their portfolio HOLLAND, MI 2,5352.5k $191.8k $191.8k 0.06% New
87 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,7001.7k $128.6k $128.6k 0.00% Added +1.5k +1,500
88 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,6081.6k $121.6k $121.6k 0.00% Added +24 +24
89 Asset Dedication, LLC 0.01% of their portfolio SAN FRANCISCO, CA 1,5531.6k $117.5k $117.5k 0.01% Unchanged
90 NORTHSTAR ASSET MANAGEMENT Co 0.01% of their portfolio BLUE BELL, PA 1,0501.1k $79.4k $79.4k 0.01% New
91 FIDUCIARY ADVISORS, INC. 0.04% of their portfolio ST. LOUIS, MO 806806 $61.0k $61.0k 0.04% Added +7 +7
92 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 744744 $56.3k $56.3k 0.01% New
93 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 483483 $36.5k $36.5k 0.00% Added +4 +4
94 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 427427 $32.3k $32.3k 0.00% Added +3 +3
95 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 310310 $23.4k $23.4k 0.00% New
96 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 127127 $9.6k $9.6k 0.00% Reduced -259 -259
97 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 22 $133 $133 0.00% Unchanged
98 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $11 $11 0.00% Reduced -1 -1