Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q2 2024 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 137 | $313.2M |
| Exits | 81 | $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.