Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q2 2026 (June 30)
2,901holders +158
228new positions
71sold out
10famous investors
$86.46avg. 13F price*

At the end of Q2 2026, 2,901 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 158 from Q1 2026. 228 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($28.8B), Jones Financial Companies LLLP ($18.1B) and Morgan Stanley ($7.7B). 10 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Vanguard Mrngstar GR ETF-Sui
CUSIP
922908736
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions228$338.1M
Exits71$43.3M

All 13F filers, Q1 2026 → Q2 2026: 80,488,048 shares bought and 125,074,462 shares sold, net −44,586,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,901 holders

Bank of America Corp. 1.86% Add +2.0% 334,520,544 $28.8B
Jones Financial Companies LLLP 7.26% Reduce -6.9% 219,112,994 $18.1B
Morgan Stanley 0.41% Add +0.4% 89,529,557 $7.7B
Envestnet Asset Management Inc. 1.19% Add +12.2% 58,557,269 $5.0B
Financial Engines Advisors L.L.C. 5.95% Reduce -0.4% 38,876,521 $3.3B
UBS Group AG 0.49% Reduce -1.0% 36,061,562 $3.1B
LPL Financial LLC 0.65% Add +3.1% 33,367,717 $2.9B
Wells Fargo & Company 0.39% Reduce -1.4% 26,191,295 $2.3B
Ameriprise Financial Inc. 0.41% Reduce -1.8% 23,707,792 $2.0B
EP Wealth Advisors, LLC 7.68% Add +6.5% 23,330,170 $2.0B
Raymond James Financial Inc. 0.51% Add +2.0% 21,880,400 $1.9B
Tiaa-Cref Individual & Institutional Services, LLC 6.06% Reduce -1.1% 20,430,648 $1.8B
Pathstone Holdings, LLC 3.96% Add +1603.0% 15,758,373 $1.4B
FMR LLC 0.06% Reduce -1.7% 15,218,429 $1.3B
Mather Group, Llc. 11.42% Add +417.7% 15,202,294 $1.3B
Alliancebernstein L.P. 0.42% Add +89.8% 2,891,669 $1.3B
Cetera Investment Advisers 1.15% Add +6.2% 14,652,011 $1.3B
Royal Bank of Canada 0.20% Add +1.9% 13,743,482 $1.2B
PNC Financial Services Group, Inc. 0.58% Reduce -0.7% 13,625,687 $1.2B
Rwa Wealth Partners, LLC 11.11% Add +2.1% 13,463,288 $1.2B
JPMorgan Chase & Co. 0.06% No change 11,692,264 $992.1M
Mariner, LLC 1.00% Reduce -1.9% 11,171,893 $962.3M
D.A. Davidson & Co. 5.21% Add +0.6% 10,927,884 $941.3M
Northwestern Mutual Wealth Management Co. 0.50% Add +2.2% 10,888,180 $937.9M
Bank of New York Mellon Corp 0.15% Reduce -2.2% 10,634,944 $916.1M
HighTower Advisors, LLC 0.80% Add +1.0% 9,627,196 $829.3M
Commonwealth Equity Services, LLC 0.99% Reduce -3.8% 9,146,871 $787.9M
Sei Investments Co. 0.68% Add +1.6% 8,977,301 $773.3M
Moneta Group Investment Advisors LLC 5.51% Reduce -83.0% 8,638,955 $744.2M
Captrust Financial Advisors 1.12% Add +7.3% 8,516,080 $733.6M
Osaic Holdings, Inc. 0.81% Add +8.2% 7,959,331 $685.7M
Modera Wealth Management, LLC 7.07% Add +3.2% 7,690,071 $662.4M
Performance Wealth Partners, LLC 16.30% Reduce -0.3% 7,621,304 $656.5M
Mission Wealth Management, LP 8.09% Add +27.3% 7,536,277 $649.2M
Citigroup Inc. 0.29% Add +25.4% 7,250,283 $624.5M
Goldman Sachs Group Inc. 0.06% Reduce -1.7% 7,101,778 $611.7M
Vantagepoint Investment Advisers LLC 4.38% Reduce -1.9% 6,789,918 $584.9M
Corient Private Wealth LP 0.80% Reduce -21.1% 6,713,568 $578.3M
Truist Financial Corp. 0.65% Add +1.7% 6,330,358 $545.3M
Choreo, LLC 5.91% Add +0.1% 6,247,469 $538.3M
Signature Estate & Investment Advisors LLC 8.61% Reduce -6.5% 5,553,529 $478.4M
Cerity Partners LLC 0.55% Add +25.9% 5,261,607 $453.3M
Merit Financial Group, LLC 2.65% Add +0.1% 4,950,558 $426.4M
Waverly Advisors, LLC 2.39% Add +2.9% 4,770,796 $411.0M
MML Investors Services, LLC 0.82% Add +16.7% 4,642,430 $399.9M
CBIZ Investment Advisory Services, LLC 14.44% Reduce -83.3% 904,105 $394.9M
Stifel Financial Corp. 0.32% Add +1.7% 4,507,151 $388.3M
Sanctuary Advisors, LLC 1.79% Add +7.2% 4,488,264 $386.6M
Wealthspire Advisors, LLC 2.09% Add +8.6% 4,415,332 $380.3M
Waldron Private Wealth LLC 13.08% Add +3.4% 4,384,499 $377.7M
Focus Partners Wealth 0.37% Reduce -2.4% 4,244,024 $365.6M
Natixis Advisors, LLC 0.41% Reduce -16.7% 4,221,531 $363.6M
Cullen/Frost Bankers, Inc. 3.55% Add +6.2% 4,180,396 $360.1M
Lincoln National Corp. 8.98% Reduce -5.6% 4,071,643 $350.7M
Baird Financial Group, Inc. 0.48% Add +4.8% 4,032,317 $347.3M
Kestra Advisory Services, LLC 1.06% Add +0.4% 3,806,366 $327.9M
Beacon Pointe Advisors, LLC 1.52% Add +2.8% 3,787,752 $326.3M
Cambridge Investment Research Advisors, Inc. 0.72% Add +14.6% 3,704,637 $319.1M
Rockefeller Capital Management L.P. 0.49% Reduce -0.3% 3,676,126 $316.7M
Bell Bank 11.83% Reduce -1.3% 3,599,467 $310.1M
Arax Advisory Partners 2.01% Add +136.9% 3,519,123 $303.1M
Assetmark, Inc. 0.52% Reduce -1.8% 3,499,308 $301.4M
Charles Schwab Investment Management Inc. 0.04% Reduce -1.7% 3,440,932 $296.4M
Retirement Investment Advisors, Inc. 20.44% Add +5.2% 3,327,139 $286.6M
United Capital Financial Advisors, LLC 1.55% Reduce -2.0% 3,261,088 $281.4M
Wealth Enhancement Advisory Services, LLC 0.43% Add +6.1% 2,974,350 $259.0M
Avior Wealth Management, LLC 6.25% Add +5.6% 2,759,568 $237.6M
Savant Capital, LLC 0.68% Add +59.6% 1,888,047 $232.3M
Garde Capital, Inc. 10.31% Add +0.8% 2,670,986 $230.1M
Brookstone Capital Management 2.30% Add +3.7% 2,655,293 $228.7M
Coldstream Capital Management Inc. 2.88% Reduce -29.1% 2,648,650 $228.2M
Invictus Private Wealth, LLC 11.92% Add +0.9% 2,576,840 $222.0M
Equitable Holdings, Inc. 1.31% Reduce -35.1% 2,542,101 $219.0M
Woodmont Investment Counsel LLC 11.87% Add +1.4% 2,524,114 $217.4M
Stephens Group Asset Management, LLC 11.98% Add +0.1% 2,460,865 $212.0M
Truepoint, Inc. 4.40% Reduce -3.7% 2,445,104 $210.6M
NewEdge Advisors, LLC 0.63% Add +0.6% 2,441,322 $210.3M
Creative Planning 0.11% Add +4.0% 2,251,293 $193.9M
Sequoia Financial Advisors, LLC 0.94% Add +5.5% 2,187,134 $188.4M
Orion Porfolio Solutions, LLC 1.44% Add +18.6% 2,181,783 $187.9M
Mosaic Family Wealth Partners, LLC 12.68% Add +7.7% 2,173,600 $187.3M
&partners 0.76% Add +12.1% 2,160,364 $186.1M
BOK Financial Private Wealth, Inc. 9.44% No change 2,136,784 $184.1M
Japan Science & Technology Agency 3.43% No change 2,105,718 $181.4M
Everhart Financial Group, Inc. 11.41% Add +5.9% 2,069,696 $178.3M
Cornerstone Management, Inc. 24.71% Reduce -3.2% 1,994,250 $171.8M
Rezny Wealth Management, Inc. 31.30% Add +2.6% 1,993,744 $171.7M
Betterment LLC 0.28% Add +1.2% 1,953,898 $168.3M
Bank of Hawaii 8.24% Reduce -6.6% 1,940,390 $167.1M
Simon Quick Advisors, LLC 6.71% Add +2.8% 1,928,693 $166.1M
Fifth Third Bancorp 0.26% Reduce -1.2% 1,836,631 $158.2M
RMR Wealth Builders 9.72% Add +14.4% 1,816,708 $156.5M
Summit Financial, LLC 1.71% Add +6.4% 1,813,507 $156.2M
OpenArc Corporate Advisory, LLC 1.79% Add +30.1% 1,749,120 $150.7M
Becker Capital Management Inc. 3.84% Add +3.2% 1,659,535 $143.0M
Strategies Wealth Advisors, LLC 12.71% Add +1.0% 1,649,735 $142.1M
Mercer Global Advisors Inc. 0.17% No change 1,632,494 $140.6M
Glenmede Trust Co. NA 0.61% Add +1.0% 1,595,899 $137.5M
Members Trust Co 4.24% Reduce -0.8% 1,582,375 $136.3M
White Lighthouse Investment Management Inc. 16.58% Add +3.8% 1,544,459 $133.0M

"% of holder's portfolio" is VUG's weight in each manager's 13F, not the share of Vanguard Mrngstar GR ETF-Sui the manager owns.

Show all 2,901 holders