Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q2 2024 (June 30)
2,160holders +65
137new positions
81sold out
7famous investors
$362.28avg. 13F price*

At the end of Q2 2024, 2,160 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 65 from Q1 2024. 137 opened new positions and 81 sold out. The largest holders were Bank of America Corp. ($16.1B), Jones Financial Companies LLLP ($8.6B) and Morgan Stanley ($5.1B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2024 → Q2 2024

InstitutionsTotal Value
New Positions137$313.2M
Exits81$538.8M

All 13F filers, Q1 2024 → Q2 2024: 24,875,118 shares bought and 4,092,906 shares sold, net +20,782,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,160 holders

Bank of America Corp. 1.55% Add +2.4% 43,129,082 $16.1B
Jones Financial Companies LLLP 9.93% Add +24.2% 22,962,386 $8.6B
Morgan Stanley 0.39% Add +2.7% 13,607,071 $5.1B
Financial Engines Advisors L.L.C. 7.16% Reduce -3.8% 8,603,318 $3.2B
Envestnet Asset Management Inc. 1.09% Reduce -0.8% 8,348,089 $3.1B
Axiom Advisory, LLC 25.33% Add +6381.2% 6,637,038 $2.3B
UBS Group AG 0.65% Add +2.2% 5,622,830 $2.1B
LPL Financial LLC 0.92% Add +4.5% 4,940,097 $1.8B
Tiaa Trust, National Association 4.13% Add +1.2% 3,580,217 $1.3B
Wells Fargo & Company 0.33% Add +3.7% 3,434,324 $1.3B
Ameriprise Financial Inc. 0.35% Reduce -0.9% 3,425,420 $1.3B
EP Wealth Advisors, LLC 11.85% Add +2.4% 2,982,222 $1.1B
FMR LLC 0.07% Reduce -0.8% 2,896,196 $1.1B
Mill Creek Capital Advisors, LLC 25.36% Add +0.5% 2,663,497 $996.2M
Rwa Wealth Partners, LLC 12.87% Add +0.1% 2,610,320 $976.3M
PNC Financial Services Group, Inc. 0.59% Reduce -1.9% 2,354,812 $880.7M
Bank of New York Mellon Corp 0.14% Reduce -0.1% 2,025,562 $757.6M
Royal Bank of Canada 0.17% Add +1.0% 1,922,660 $719.1M
Commonwealth Equity Services, LLC 1.09% Add +3.1% 1,833,290 $685.7M
D.A. Davidson & Co. 5.80% Reduce -0.8% 1,747,805 $653.7M
Balentine LLC 29.24% Reduce -1.3% 1,720,031 $643.3M
Northwestern Mutual Wealth Management Co. 0.59% Add +1.2% 1,604,195 $600.0M
Sei Investments Co. 0.83% Reduce -1.2% 1,568,202 $586.5M
Mariner, LLC 1.13% Add +5.4% 1,564,202 $585.0M
Goldman Sachs Group Inc. 0.11% Reduce -0.5% 1,513,145 $565.9M
JPMorgan Chase & Co. 0.05% Reduce -5.0% 1,501,745 $561.7M
HighTower Advisors, LLC 0.82% Add +13.1% 1,415,350 $529.2M
Raymond James Financial Services Advisors, Inc. 0.72% Add +1.8% 1,360,023 $508.7M
Performance Wealth Partners, LLC 17.44% Add +2.5% 1,265,164 $473.2M
Modera Wealth Management, LLC 6.02% Add +13.2% 1,092,277 $408.5M
Cetera Investment Advisers 0.90% Add +0.4% 1,040,159 $389.0M
Choreo, LLC 6.49% Add +5.8% 1,037,363 $386.5M
Mission Wealth Management, LP 10.08% Reduce -3.5% 993,521 $371.6M
Truist Financial Corp. 0.57% Add +1.9% 992,002 $371.0M
Captrust Financial Advisors 1.17% Add +11.7% 973,924 $364.3M
Charles Schwab Investment Management Inc. 0.07% Add +40.0% 953,651 $356.7M
Raymond James & Associates 0.23% Add +1.3% 947,701 $354.4M
Provida Pension Fund Administrator 8.55% Add +167.9% 909,067 $339.6M
CBIZ Investment Advisory Services, LLC 18.06% Add +28.9% 858,940 $321.3M
Osaic Holdings, Inc. 0.75% Reduce -4.1% 851,885 $318.8M
Equitable Holdings, Inc. 3.04% Add +17.1% 772,902 $289.1M
Northeast Financial Consultants Inc 13.18% Add +3.5% 764,608 $286.0M
MML Investors Services, LLC 1.14% Add +0.9% 754,108 $282.0M
Moneta Group Investment Advisors LLC 4.36% Add +0.6% 729,468 $272.8M
Signature Estate & Investment Advisors LLC 6.73% Add +0.7% 718,819 $268.8M
Stifel Financial Corp. 0.29% Add +0.2% 694,876 $259.9M
Sanctuary Advisors, LLC 1.76% — 722,274 $242.1M
Corient Private Wealth LP 0.42% Add +0.5% 640,257 $239.5M
Merit Financial Group, LLC 5.18% Reduce -2.5% 627,764 $234.8M
Waverly Advisors, LLC 4.54% Add +4.6% 618,422 $231.3M
Cullen/Frost Bankers, Inc. 3.13% Add +4.6% 578,217 $216.3M
Mather Group, Llc. 2.52% Add +4.4% 594,334 $204.6M
United Capital Financial Advisors, LLC 1.71% Reduce -4.8% 531,892 $198.9M
Assetmark, Inc. 0.61% Reduce -1.6% 530,983 $198.6M
Wealth Enhancement Advisory Services, LLC 0.47% Add +6.2% 529,091 $197.9M
Avantax Advisory Services, Inc. 1.34% Add +49.6% 501,071 $187.4M
Garde Capital, Inc. 12.69% Reduce -2.8% 488,379 $182.7M
Retirement Investment Advisors, Inc. 22.05% — 485,607 $181.6M
Cambridge Investment Research Advisors, Inc. 0.62% Add +4.2% 451,861 $169.0M
Waldron Private Wealth LLC 7.52% Add +0.6% 448,747 $168.0M
Cwm, LLC 0.76% Add +1.6% 432,123 $161.6M
Truepoint, Inc. 4.61% Reduce -3.7% 431,840 $161.5M
Private Advisor Group, LLC 1.03% Add +2.7% 409,674 $153.2M
Kestra Advisory Services, LLC 0.85% Add +8.5% 452,054 $152.5M
Permanens Capital L.P. 15.40% Add +51.0% 402,843 $150.8M
Two Sigma Investments, LP 0.37% Reduce -12.3% 402,600 $150.6M
Citigroup Inc. 0.15% Add +5.1% 401,554 $150.2M
Brookstone Capital Management 2.49% Add +15.3% 398,415 $150.0M
Woodmont Investment Counsel LLC 12.11% Add +3.8% 396,404 $148.3M
Invictus Private Wealth, LLC 12.03% Add +2.2% 383,495 $143.4M
NewEdge Advisors, LLC 1.02% Add +18.0% 373,646 $139.7M
BOK Financial Private Wealth, Inc. 9.83% Add +0.7% 361,306 $135.3M
Gratus Capital, LLC 5.38% Add +1.7% 356,984 $133.5M
Envestnet Portfolio Solutions, Inc. 0.47% Add +0.2% 356,677 $133.4M
Venturi Wealth Management, LLC 7.79% Add +2.5% 351,604 $131.5M
Stephens Group Asset Management, LLC 11.69% Add +0.1% 342,762 $128.2M
Bank of Hawaii 5.71% Reduce -4.9% 332,388 $124.3M
Beacon Pointe Advisors, LLC 1.44% Add +0.9% 324,055 $121.2M
US Bancorp \de 0.17% Reduce -2.3% 323,692 $121.1M
Wealthspire Advisors, LLC 1.55% Add +3.8% 322,652 $120.7M
Coldstream Capital Management Inc. 2.93% Reduce -0.5% 321,635 $120.3M
Rezny Wealth Management, Inc. 31.88% Add +19.7% 318,706 $119.2M
Avior Wealth Management, LLC 5.08% Add +19.5% 316,011 $118.2M
Atria Wealth Solutions, Inc. 1.28% Reduce -3.5% 308,042 $115.3M
Strategies Wealth Advisors, LLC 16.47% Reduce -0.9% 302,324 $113.1M
Two Sigma Advisers, LP 0.25% Add +15.4% 299,700 $112.1M
Baird Financial Group, Inc. 0.22% Add +0.5% 285,914 $106.9M
Cornerstone Management, Inc. 23.39% Reduce -3.0% 284,404 $106.4M
Safeguard Financial, LLC 29.49% Add +12.8% 283,568 $106.1M
Manufacturers Life Insurance Company, The 0.10% Reduce -7.1% 278,671 $104.2M
Simon Quick Advisors, LLC 7.36% Add +11.5% 278,512 $104.2M
Mercer Global Advisors Inc. 0.28% Add +4.6% 288,258 $104.0M
Mosaic Family Wealth Partners, LLC 16.48% Add +0.4% 273,979 $102.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.19% Reduce -0.7% 269,713 $100.9M
CENTRAL TRUST Co 2.46% Reduce -5.0% 268,790 $100.5M
Creative Planning 0.11% Add +0.3% 267,534 $100.1M
Orion Porfolio Solutions, LLC 1.03% Add +3.2% 260,953 $97.6M
Orion Portfolio Solutions, LLC 1.03% Add +3.2% 260,953 $97.6M
Alliancebernstein L.P. 0.03% Reduce -0.7% 259,708 $97.1M
Trust Co of Tennessee 34.28% — 256,175 $95.8M

"% 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 2,160 holders