VGUS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow +30.0% ·
net new positions -8.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 662.65K | -21.5% | $50.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Lido Advisors, LLC | 617.70K | New | $46.73M | 0.2% | New | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 528.45K | +9.6% | $39.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 528.45K | +9.6% | $39.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 377.03K | +47.5% | $28.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Truist Financial Corp | 201.51K | +45.5% | $15.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 201.51K | +45.5% | $15.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 193.09K | +25.2% | $14.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 133.10K | +21.3% | $10.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 133.10K | +21.3% | $10.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 133.10K | +21.3% | $10.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 72.60K | 0.0% | $5.49M | 0.0% | Held | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 67.71K | +292.2% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 39.78K | +78.8% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 39.78K | +78.8% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 39.78K | +78.8% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 37.34K | +10.9% | $2.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 37.34K | +10.9% | $2.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 21.28K | +32.8% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 16.76K | +0.4% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 13.40K | -40.8% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 12.33K | -75.5% | $933,115 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mariner, LLC | 11.51K | 0.0% | $871,149 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Corient Private Wealth LP | 8.76K | 0.0% | $662,933 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Quantinno Capital Management LP | 7.47K | 0.0% | $565,483 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 3.63K | -5.8% | $275,024 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Hrt Financial Lp | 2.70K | New | $203,000 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 1.70K | +750.0% | $128,622 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 1.61K | +1.5% | $121,645 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 127 | -67.1% | $9,607 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 0 | -100.0% | $11 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Lido Advisors, LLC | $46.73M | 0.2% |
| Hrt Financial Lp | $203,000 | 0.0% |
Exited
| Citadel Advisors | $371,642 | was 0.0% |
| Creative Planning | $257,395 | was 0.0% |
| Focus Partners Wealth | $216,388 | was 0.0% |
| Bnp Paribas Financial Markets | $198,834 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.