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VGUS

Vanguard Ultra-Short Treasury ETF

85 hedge funds and large institutions have $334M invested in Vanguard Ultra-Short Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 12

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

93% more capital invested

Capital invested by funds: $173M → $334M (+$161M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more funds holding

Funds holding: 7385 (+12)

9.4% more ownership

Funds ownership: 33.88%43.28% (+9.4%)

Holders
85
Holders Change
+12
Holders Change %
+16.44%
% of All Funds
1.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
24
Increased
39
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$63.8M +$51.7M +684,209 +429%
Bank of America
2
Bank of America
North Carolina
$36.5M +$3.84M +50,822 +12%
RFG
3
RFP Financial Group
Georgia
$21.2M +$21.2M +280,450 New
Morgan Stanley
4
Morgan Stanley
New York
$19.3M +$10M +132,601 +108%
PFA
5
Pathway Financial Advisors
Vermont
$19.3M +$101K +1,342 +0.5%
CMP
6
Coston McIsaac & Partners
Maine
$18.2M +$2.58M +34,107 +17%
PWM
7
Pines Wealth Management
North Carolina
$13.2M +$13.2M +174,037 New
UBS Group
8
UBS Group
Switzerland
$11.7M +$6.29M +83,284 +117%
Truist Financial
9
Truist Financial
North Carolina
$10.5M +$7.13M +94,313 +213%
HP
10
Hikari Power
Japan
$10.4M +$10.3M +136,950 New
SIS
11
Strategic Investment Solutions
Illinois
$9.87M -$588K -7,778 -6%
ZF
12
Zhang Financial
Michigan
$9.28M +$7.65M +101,253 +473%
FFA
13
Farther Finance Advisors
California
$8.4M +$448K +5,923 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.3M +$3.62M +47,925 +78%
GIA
15
Guyasuta Investment Advisors
Pennsylvania
$5.87M +$5.02M +66,460 +599%
Goldman Sachs
16
Goldman Sachs
New York
$5.49M +$5.49M +72,598 New
WA
17
Waverly Advisors
Alabama
$3.98M +$1.86M +24,570 +88%
CISOA
18
Capital Investment Services of America
Wisconsin
$3.93M +$1.26M +16,677 +47%
Jane Street
19
Jane Street
New York
$3.81M +$3.41M +45,073 +846%
KWS
20
Keystone Wealth Services
California
$3.52M +$1.33M +17,630 +61%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.55M +$1.88M +24,906 +285%
BFO
22
Boston Family Office
Massachusetts
$2.27M +$223K +2,948 +11%
NC
23
North Capital
Utah
$2.12M +$228K +3,016 +12%
SCM
24
Steele Capital Management
Iowa
$1.97M +$1.97M +26,026 New
SPIA
25
Steward Partners Investment Advisory
New York
$1.87M -$345K -4,563 -16%