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Security record · archived quarter

VGUS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
26Tracked holders
+5Δ holders
2.28MShares held
$172.75MReported value
+8New positions
−3Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +23.8% · share flow +30.0% · net new positions +19.2%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 24 -2 3.03M $229.42M +2 −4
Q1 2026 26 +5 2.28M $172.75M +8 −3
Q4 2025 21 0 1.03M $77.53M
Q3 2025 2 0 128.57K $9.73M
Q2 2025 1 0 31.87K $2.41M
Q1 2025 1 +1 18.38K $1.39M +1
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 843.70K +429.0% $63.83M 0.0% ▲ Add 2 SEC ↗
2 Bank Of America Corp /De/ 482.26K +11.8% $36.49M 0.0% ▲ Add 2 SEC ↗
3 Bank Of America Corp /De/ 482.26K +11.8% $36.49M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 255.67K +107.8% $19.34M 0.0% ▲ Add 3 SEC ↗
5 UBS Group AG 154.17K +117.5% $11.66M 0.0% ▲ Add 2 SEC ↗
6 UBS Group AG 154.17K +117.5% $11.66M 0.0% ▲ Add 2 SEC ↗
7 UBS Group AG 154.17K +117.5% $11.66M 0.0% ▲ Add 2 SEC ↗
8 Truist Financial Corp 138.54K +213.2% $10.48M 0.0% ▲ Add 2 SEC ↗
9 Truist Financial Corp 138.54K +213.2% $10.48M 0.0% ▲ Add 2 SEC ↗
10 Royal Bank Of Canada 109.75K +77.5% $8.30M 0.0% ▲ Add 2 SEC ↗
11 Royal Bank Of Canada 109.75K +77.5% $8.30M 0.0% ▲ Add 2 SEC ↗
12 Goldman Sachs Group 72.60K New $5.49M 0.0% New 1 SEC ↗
13 Jane Street Group, Llc 50.40K +845.8% $3.81M 0.0% ▲ Add 2 SEC ↗
14 Osaic Holdings, Inc. 33.66K +284.5% $2.55M 0.0% ▲ Add 2 SEC ↗
15 Osaic Holdings, Inc. 33.66K +284.5% $2.55M 0.0% ▲ Add 2 SEC ↗
16 Commonwealth Equity Services, Llc 22.64K -18.1% $1.71M 0.0% ▼ Trim 2 SEC ↗
17 Raymond James Financial Inc 22.25K New $1.68M 0.0% New 1 SEC ↗
18 Raymond James Financial Inc 22.25K New $1.68M 0.0% New 1 SEC ↗
19 Raymond James Financial Inc 22.25K New $1.68M 0.0% New 1 SEC ↗
20 Envestnet Asset Management Inc 17.26K +68.7% $1.31M 0.0% ▲ Add 2 SEC ↗
21 Baird Financial Group, Inc. 16.69K New $1.26M 0.0% New 1 SEC ↗
22 Cetera Investment Advisers 16.02K +220.4% $1.21M 0.0% ▲ Add 2 SEC ↗
23 Mariner, LLC 11.51K +15.1% $871,149 0.0% ▲ Add 2 SEC ↗
24 Corient Private Wealth LP 8.76K -49.7% $662,933 0.0% ▼ Trim 2 SEC ↗
25 Quantinno Capital Management LP 7.47K 0.0% $565,483 0.0% Held 2 SEC ↗
26 Citadel Advisors 4.91K -70.6% $371,642 0.0% ▼ Trim 5 SEC ↗
27 Susquehanna International Group, Llp 3.86K -81.2% $291,896 0.0% ▼ Trim 2 SEC ↗
28 Creative Planning 3.40K New $257,395 0.0% New 1 SEC ↗
29 Focus Partners Wealth 2.86K 0.0% $216,388 0.0% Held 2 SEC ↗
30 Bnp Paribas Financial Markets 2.63K New $198,834 0.0% New 1 SEC ↗
31 National Bank Of Canada /Fi/ 1.58K New $119,830 0.0% New 1 SEC ↗
32 JPMorgan Chase 386 New $29,201 0.0% New 1 SEC ↗
33 JPMorgan Chase 386 New $29,201 0.0% New 1 SEC ↗
34 Fifth Third Bancorp 200 New $15,133 0.0% New 1 SEC ↗
35 Wells Fargo & Company/Mn 1 $60 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Goldman Sachs Group $5.49M 0.0%
Raymond James Financial Inc $1.68M 0.0%
Raymond James Financial Inc $1.68M 0.0%
Raymond James Financial Inc $1.68M 0.0%
Baird Financial Group, Inc. $1.26M 0.0%
Creative Planning $257,395 0.0%
Bnp Paribas Financial Markets $198,834 0.0%
National Bank Of Canada /Fi/ $119,830 0.0%
JPMorgan Chase $29,201 0.0%
JPMorgan Chase $29,201 0.0%
Fifth Third Bancorp $15,133 0.0%

Exited

Pnc Financial Services Group… $264,128 was 0.0%
Jones Financial Companies Lllp $58,938 was 0.0%
Cwm, Llc $11,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 84 holders, 4.41M shares, $301.50M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API