Who owns VGUS (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-Q1 13F filings. 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
The tracked-fund tape on VGUS is one-sided between 2025-Q4 and 2026-Q1: 33 added or opened and 11 trimmed or exited — on balance accumulating.
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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 85 tracked filers holding VGUS, 64 increased or opened the position and 22 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 2025-Q4 and 2026-Q1 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 10
- RFP Financial Group LLC$21M
- Pines Wealth Management, LLC$13M
- Hikari Power Ltd$10M
- GOLDMAN SACHS GROUP INC$5M
- Steele Capital Management, Inc.$2M
- RAYMOND JAMES FINANCIAL INC$2M
Full exits 1
- D.B. Root & Company, LLC$1M
Largest adds
- LPL Financial LLC$52M
- MORGAN STANLEY$10M
- Zhang Financial LLC$8M
- TRUIST FINANCIAL CORP$7M
- UBS Group AG$6M
- GUYASUTA INVESTMENT ADVISORS INC$5M
Largest trims
- Crown Wealth Group, LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- CITADEL ADVISORS LLC$891K
- BURLING WEALTH PARTNERS, LLC$711K
- Strategic Investment Solutions, Inc. /IL$568K
- Kingsview Wealth Management, LLC$454K
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 added | 843,701 | $64M | 18.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 482,261 | $36M | 10.7% | 2026-Q1 |
| RFP Financial Group LLC new | 280,450 | $21M | 6.2% | 2026-Q1 |
| MORGAN STANLEY added | 255,670 | $19M | 5.7% | 2026-Q1 |
| Pathway Financial Advisors LLC added | 255,581 | $19M | 5.7% | 2026-Q1 |
| Coston, McIsaac & Partners added | 240,647 | $18M | 5.4% | 2026-Q1 |
| Pines Wealth Management, LLC new | 174,037 | $13M | 3.9% | 2026-Q1 |
| UBS Group AG added | 154,167 | $12M | 3.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 138,543 | $10M | 3.1% | 2026-Q1 |
| Hikari Power Ltd new | 136,950 | $10M | 3.0% | 2026-Q1 |
| Strategic Investment Solutions, Inc. /IL trimmed | 130,580 | $10M | 2.9% | 2026-Q1 |
| Zhang Financial LLC added | 122,652 | $9M | 2.7% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 111,336 | $8M | 2.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 109,751 | $8M | 2.4% | 2026-Q1 |
| GUYASUTA INVESTMENT ADVISORS INC added | 77,552 | $6M | 1.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 72,598 | $5M | 1.6% | 2026-Q1 |
| Waverly Advisors, LLC added | 52,619 | $4M | 1.2% | 2026-Q1 |
| Capital Investment Services of America, Inc. added | 51,992 | $4M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 50,402 | $4M | 1.1% | 2026-Q1 |
| Keystone Wealth Services, LLC added | 46,535 | $4M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 33,660 | $3M | 0.7% | 2026-Q1 |
| BOSTON FAMILY OFFICE LLC added | 29,994 | $2M | 0.7% | 2026-Q1 |
| North Capital, Inc. added | 28,057 | $2M | 0.6% | 2026-Q1 |
| Steele Capital Management, Inc. new | 26,026 | $2M | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 24,749 | $2M | 0.6% | 2026-Q1 |
| Planning Center, Inc. trimmed | 24,223 | $2M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 22,636 | $2M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 22,250 | $2M | 0.5% | 2026-Q1 |
| ANDERSON HOAGLAND & CO added | 21,897 | $2M | 0.5% | 2026-Q1 |
| BURLING WEALTH PARTNERS, LLC trimmed | 17,570 | $1M | 0.4% | 2026-Q1 |
| TFO Wealth Partners, LLC added | 17,521 | $1M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 17,264 | $1M | 0.4% | 2026-Q1 |
| Sierra Capital LLC | 16,687 | $1M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. new | 16,688 | $1M | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENT MANAGEMENT LLC added | 16,448 | $1M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 16,019 | $1M | 0.4% | 2026-Q1 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. added | 14,952 | $1M | 0.3% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 14,920 | $1M | 0.3% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 14,250 | $1M | 0.3% | 2026-Q1 |
| ORSER CAPITAL MANAGEMENT, LLC | 13,230 | $1M | 0.3% | 2026-Q1 |
| NewEdge Wealth, LLC added | 12,408 | $939K | 0.3% | 2026-Q1 |
| Mariner, LLC added | 11,514 | $871K | 0.3% | 2026-Q1 |
| Savvy Advisors, Inc. added | 11,438 | $865K | 0.3% | 2026-Q1 |
| Core Wealth Advisors, Inc. added | 10,615 | $803K | 0.2% | 2026-Q1 |
| Manuka Financial, LLC added | 10,473 | $792K | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,400 | $787K | 0.2% | 2026-Q1 |
| Wealthquest Corp | 9,963 | $752K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 9,543 | $722K | 0.2% | 2026-Q1 |
| TMB Capital Partners, LLC added | 8,962 | $678K | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 8,762 | $663K | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC added | 8,220 | $620K | 0.2% | 2026-Q1 |
| Attessa Capital LLC new | 8,188 | $620K | 0.2% | 2026-Q1 |
| CULBERTSON A N & CO INC new | 7,700 | $583K | 0.2% | 2026-Q1 |
| Burton Enright Welch added | 7,561 | $572K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP | 7,474 | $565K | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 6,548 | $495K | 0.1% | 2026-Q1 |
| Crown Wealth Group, LLC trimmed | 6,109 | $462K | 0.1% | 2026-Q1 |
| Bridgewealth Advisory Group, LLC added | 5,230 | $396K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 4,912 | $372K | 0.1% | 2026-Q1 |
| Rothschild Wealth LLC new | 4,000 | $303K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,858 | $292K | 0.1% | 2026-Q1 |
| Simmons Bank added | 3,683 | $279K | 0.1% | 2026-Q1 |
| Modera Wealth Management, LLC new | 3,617 | $274K | 0.1% | 2026-Q1 |
| Creative Planning new | 3,402 | $257K | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC | 2,983 | $226K | 0.1% | 2026-Q1 |
| Western Reserve Capital Management, LLC | 2,872 | $217K | 0.1% | 2026-Q1 |
| Focus Partners Wealth | 2,860 | $216K | 0.1% | 2026-Q1 |
| Graney & King, LLC new | 2,807 | $212K | 0.1% | 2026-Q1 |
| Schiavi & Co LLC | 2,657 | $201K | 0.1% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. | 2,652 | $201K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS new | 2,628 | $199K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ new | 1,584 | $120K | 0.0% | 2026-Q1 |
| Asset Dedication, LLC new | 1,553 | $118K | 0.0% | 2026-Q1 |
| UMB Bank, n.a. new | 1,512 | $114K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 1,235 | $93K | 0.0% | 2026-Q1 |
| FIDUCIARY ADVISORS, INC. added | 799 | $60K | 0.0% | 2026-Q1 |
| Parkside Financial Bank & Trust added | 578 | $44K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 479 | $36K | 0.0% | 2026-Q1 |
| North Star Investment Management Corp. added | 424 | $32K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 386 | $29K | 0.0% | 2026-Q1 |
| Allworth Financial LP trimmed | 376 | $28K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 200 | $15K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ new | 16,900 | $1M | 0.4% | 2025-Q2 stale |
| D.B. Root & Company, LLC added | 16,429 | $1M | 0.4% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 8,549 | $647K | 0.2% | 2025-Q3 stale |
| StoneX Group Inc. trimmed | 7,000 | $530K | 0.2% | 2025-Q3 stale |
| Tower Research Capital LLC (TRC) new | 6,661 | $504K | 0.1% | 2025-Q3 stale |
| EP Wealth Advisors, LLC new | 4,111 | $310K | 0.1% | 2025-Q4 stale |
| AVALON CAPITAL MANAGEMENT trimmed | 3,971 | $300K | 0.1% | 2025-Q4 stale |
| Kestra Investment Management, LLC new | 3,551 | $268K | 0.1% | 2025-Q4 stale |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 3,500 | $265K | 0.1% | 2025-Q3 stale |
| PNC Financial Services Group, Inc. | 3,500 | $264K | 0.1% | 2025-Q4 stale |
| SUMMITRY LLC | 3,303 | $249K | 0.1% | 2025-Q4 stale |
| SIMON QUICK ADVISORS, LLC new | 2,977 | $225K | 0.1% | 2025-Q3 stale |
| BetterWealth, LLC new | 2,925 | $221K | 0.1% | 2025-Q3 stale |
| INDEPENDENT FINANCIAL GROUP, LLC new | 2,911 | $220K | 0.1% | 2025-Q4 stale |
| JONES FINANCIAL COMPANIES LLLP new | 781 | $59K | 0.0% | 2025-Q4 stale |
| EASTERN BANK new | 669 | $51K | 0.0% | 2025-Q2 stale |
| COMERICA BANK new | 200 | $15K | 0.0% | 2025-Q4 stale |
| CWM, LLC | 149 | $11K | 0.0% | 2025-Q4 stale |
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.