Institutional Ownership
Vanguard Ultra Short
CUSIP 922040852UIEVGUSQ1 2026
Institutional Holders
85
13F filers
Shares Held
4.41M
Aggregate institutional
Institutional Value
$301.53M
Q1 2026
Net New Holders
+12
23 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions23
Increased40
Decreased10
Sold out11
Institutional Holders
85 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 843.7K | $63.83M | +684.2K | Added |
| 2 | Bank Of America Corp /De/ | 482.3K | $36.49M | +50.8K | Added |
| 3 | Rfp Financial Group LLC | 280.4K | $21.22M | +280.4K | New |
| 4 | Morgan Stanley | 255.7K | $19.34M | +132.6K | Added |
| 5 | Pathway Financial Advisors LLC | 255.6K | $19.29M | +1.3K | Added |
| 6 | Pines Wealth Management, LLC | 174.0K | $13.17M | +174.0K | New |
| 7 | Ubs Group AG | 154.2K | $11.66M | +83.3K | Added |
| 8 | Truist Financial Corp | 138.5K | $10.48M | +94.3K | Added |
| 9 | Strategic Investment Solutions, Inc. /Il | 130.6K | $9.87M | −7.8K | Reduced |
| 10 | Zhang Financial LLC | 122.7K | $9.28M | +101.3K | Added |
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