Who owns VGUS
Which tracked institutional funds hold VGUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VGUS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
32 tracked funds added or opened VGUS while 18 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VGUS’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes VGUS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VGUS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 90 tracked filers holding VGUS, 56 increased or opened the position and 38 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VGUS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 12
- Lido Advisors, LLC$47M
- Values First Advisors, Inc.$4M
- Sara-Bay Financial$2M
- HB Wealth Management, LLC$2M
- Maloon Powers Pitre Higgins & Dennehy, LLC$1M
- Tower Research Capital LLC (TRC)$877K
Full exits 6
- Coston, McIsaac & Partners$18M
- Hikari Power Ltd$10M
- BOSTON FAMILY OFFICE LLC$2M
- ANDERSON HOAGLAND & CO$2M
- BURLING WEALTH PARTNERS, LLC$1M
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$787K
Largest adds
- MORGAN STANLEY$9M
- Pines Wealth Management, LLC$7M
- TRUIST FINANCIAL CORP$5M
- ENVESTNET ASSET MANAGEMENT INC$4M
- BANK OF AMERICA CORP /DE/$3M
- UBS Group AG$3M
Largest trims
- LPL Financial LLC$14M
- Pathway Financial Advisors LLC$4M
- JANE STREET GROUP, LLC$3M
- Strategic Investment Solutions, Inc. /IL$2M
- RFP Financial Group LLC$1M
- Steward Partners Investment Advisory, LLC$968K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 662,654 | $50M | 12.0% | 2026-Q2 |
| Lido Advisors, LLC new | 617,696 | $47M | 11.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 528,454 | $40M | 9.6% | 2026-Q2 |
| MORGAN STANLEY added | 377,028 | $29M | 6.8% | 2026-Q2 |
| Pines Wealth Management, LLC added | 269,259 | $20M | 4.9% | 2026-Q2 |
| RFP Financial Group LLC trimmed | 261,650 | $20M | 4.7% | 2026-Q2 |
| Pathway Financial Advisors LLC trimmed | 207,201 | $16M | 3.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 201,506 | $15M | 3.7% | 2026-Q2 |
| UBS Group AG added | 193,087 | $15M | 3.5% | 2026-Q2 |
| Zhang Financial LLC added | 141,305 | $11M | 2.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 133,105 | $10M | 2.4% | 2026-Q2 |
| Strategic Investment Solutions, Inc. /IL trimmed | 107,165 | $8M | 1.9% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 102,867 | $8M | 1.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 72,598 | $5M | 1.3% | 2026-Q2 |
| GUYASUTA INVESTMENT ADVISORS INC trimmed | 71,152 | $5M | 1.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 68,979 | $5M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 67,712 | $5M | 1.2% | 2026-Q2 |
| Values First Advisors, Inc. new | 1,047 | $4M | 1.0% | 2026-Q2 |
| Capital Investment Services of America, Inc. added | 55,604 | $4M | 1.0% | 2026-Q2 |
| NewEdge Wealth, LLC added | 48,517 | $4M | 0.9% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 42,476 | $3M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 39,782 | $3M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 37,341 | $3M | 0.7% | 2026-Q2 |
| TFO Wealth Partners, LLC added | 29,114 | $2M | 0.5% | 2026-Q2 |
| North Capital, Inc. trimmed | 28,027 | $2M | 0.5% | 2026-Q2 |
| Sara-Bay Financial new | 26,500 | $2M | 0.5% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 24,672 | $2M | 0.4% | 2026-Q2 |
| Modera Wealth Management, LLC added | 22,171 | $2M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 21,280 | $2M | 0.4% | 2026-Q2 |
| HB Wealth Management, LLC new | 20,931 | $2M | 0.4% | 2026-Q2 |
| Planning Center, Inc. trimmed | 20,119 | $2M | 0.4% | 2026-Q2 |
| CULBERTSON A N & CO INC added | 19,588 | $1M | 0.4% | 2026-Q2 |
| Steele Capital Management, Inc. trimmed | 17,982 | $1M | 0.3% | 2026-Q2 |
| Attessa Capital LLC added | 17,058 | $1M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 16,775 | $1M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 16,762 | $1M | 0.3% | 2026-Q2 |
| Sierra Capital LLC | 16,687 | $1M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENT MANAGEMENT LLC trimmed | 16,183 | $1M | 0.3% | 2026-Q2 |
| Maloon Powers Pitre Higgins & Dennehy, LLC new | 15,149 | $1M | 0.3% | 2026-Q2 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | 14,952 | $1M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 13,400 | $1M | 0.2% | 2026-Q2 |
| ORSER CAPITAL MANAGEMENT, LLC | 13,230 | $1M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 12,333 | $933K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 11,958 | $905K | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. added | 11,900 | $900K | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 11,585 | $877K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 11,581 | $876K | 0.2% | 2026-Q2 |
| Mariner, LLC | 11,514 | $871K | 0.2% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC new | 10,582 | $801K | 0.2% | 2026-Q2 |
| Manuka Financial, LLC added | 10,564 | $799K | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 10,410 | $788K | 0.2% | 2026-Q2 |
| Mills Wealth Advisors LLC new | 10,308 | $780K | 0.2% | 2026-Q2 |
| TMB Capital Partners, LLC added | 9,922 | $751K | 0.2% | 2026-Q2 |
| Private Advisory Group LLC new | 9,892 | $748K | 0.2% | 2026-Q2 |
| Wealthquest Corp trimmed | 9,810 | $742K | 0.2% | 2026-Q2 |
| Core Wealth Advisors, Inc. trimmed | 9,291 | $703K | 0.2% | 2026-Q2 |
| Burton Enright Welch added | 8,945 | $677K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP | 8,762 | $663K | 0.2% | 2026-Q2 |
| Mullaney, Keating & Wright, Inc. new | 8,636 | $653K | 0.2% | 2026-Q2 |
| Kestra Investment Management, LLC added | 8,200 | $620K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP | 7,474 | $565K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 6,995 | $529K | 0.1% | 2026-Q2 |
| Hurlow Wealth Management Group, Inc. new | 6,870 | $520K | 0.1% | 2026-Q2 |
| Forum Financial Management, LP new | 4,930 | $373K | 0.1% | 2026-Q2 |
| Old Mission Investment Co LLC new | 4,657 | $352K | 0.1% | 2026-Q2 |
| Crown Wealth Group, LLC trimmed | 4,640 | $351K | 0.1% | 2026-Q2 |
| Bridgewealth Advisory Group, LLC trimmed | 4,255 | $322K | 0.1% | 2026-Q2 |
| Index Fund Advisors, Inc. new | 3,983 | $301K | 0.1% | 2026-Q2 |
| Randolph Co Inc new | 3,957 | $299K | 0.1% | 2026-Q2 |
| Simmons Bank | 3,683 | $279K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,635 | $275K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 3,590 | $272K | 0.1% | 2026-Q2 |
| Indivisible Partners new | 3,539 | $268K | 0.1% | 2026-Q2 |
| CWS Financial Advisors, LLC new | 3,212 | $243K | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC | 2,983 | $226K | 0.1% | 2026-Q2 |
| Graney & King, LLC added | 2,936 | $222K | 0.1% | 2026-Q2 |
| Schiavi & Co LLC | 2,657 | $201K | 0.0% | 2026-Q2 |
| S.A. Mason LLC new | 2,535 | $192K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,700 | $129K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 1,608 | $122K | 0.0% | 2026-Q2 |
| Asset Dedication, LLC | 1,553 | $118K | 0.0% | 2026-Q2 |
| NORTHSTAR ASSET MANAGEMENT Co new | 1,050 | $79K | 0.0% | 2026-Q2 |
| FIDUCIARY ADVISORS, INC. added | 806 | $61K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 744 | $56K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 483 | $37K | 0.0% | 2026-Q2 |
| North Star Investment Management Corp. added | 427 | $32K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 310 | $23K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 127 | $10K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 2 | $133 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $11 | 0.0% | 2026-Q2 |
| Coston, McIsaac & Partners added | 240,647 | $18M | 4.4% | 2026-Q1 stale (1 quarter behind) |
| Hikari Power Ltd new | 136,950 | $10M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| BOSTON FAMILY OFFICE LLC added | 29,994 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| ANDERSON HOAGLAND & CO added | 21,897 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| BURLING WEALTH PARTNERS, LLC trimmed | 17,570 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,400 | $787K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| D.B. Root & Company, LLC added | 16,429 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 8,549 | $647K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| StoneX Group Inc. trimmed | 7,000 | $530K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| BANK OF MONTREAL /CAN/ new | 16,900 | $1M | 0.3% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.