Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 2,226 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 66 from Q2 2024. 117 opened new positions and 62 sold out. The largest holders were Bank of America Corp. ($16.8B), Jones Financial Companies LLLP ($8.9B) and Morgan Stanley ($5.3B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $511.6M |
| Exits | 62 | $180.6M |
All 13F filers, Q2 2024 → Q3 2024: 8,660,693 shares bought and 9,853,054 shares sold, net −1,192,361 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,226 holders
| Bank of America Corp. | 1.47% | Add +1.5% | 43,773,367 | $16.8B |
| Jones Financial Companies LLLP | 9.08% | Add +0.8% | 23,148,042 | $8.9B |
| Morgan Stanley | 0.38% | Add +1.5% | 13,809,055 | $5.3B |
| Envestnet Asset Management Inc. | 1.03% | Reduce -0.9% | 8,274,945 | $3.2B |
| Financial Engines Advisors L.L.C. | 6.47% | Reduce -6.1% | 8,076,743 | $3.1B |
| Axiom Advisory, LLC | 25.20% | Add +9.3% | 7,251,690 | $2.7B |
| UBS Group AG | 0.62% | Add +3.0% | 5,791,023 | $2.2B |
| LPL Financial LLC | 0.85% | Add +0.9% | 4,986,268 | $1.9B |
| Tiaa Trust, National Association | 4.22% | Add +3.1% | 3,690,169 | $1.4B |
| Ameriprise Financial Inc. | 0.35% | Add +2.6% | 3,515,713 | $1.3B |
| Wells Fargo & Company | 0.32% | Add +0.9% | 3,463,992 | $1.3B |
| EP Wealth Advisors, LLC | 10.48% | Add +6.5% | 3,176,728 | $1.2B |
| FMR LLC | 0.07% | Reduce -1.1% | 2,865,153 | $1.1B |
| Mill Creek Capital Advisors, LLC | 24.83% | Add +0.8% | 2,685,044 | $1.0B |
| Rwa Wealth Partners, LLC | 12.42% | Reduce -0.7% | 2,592,688 | $995.4M |
| PNC Financial Services Group, Inc. | 0.57% | Reduce -0.4% | 2,345,281 | $900.4M |
| Bank of New York Mellon Corp | 0.14% | Reduce -3.1% | 1,963,349 | $753.8M |
| Royal Bank of Canada | 0.16% | Reduce -0.1% | 1,920,279 | $737.3M |
| Commonwealth Equity Services, LLC | 1.08% | Add +0.8% | 1,847,310 | $709.2M |
| D.A. Davidson & Co. | 5.56% | Add +0.2% | 1,751,348 | $672.4M |
| Balentine LLC | 26.21% | Add +0.8% | 1,733,164 | $665.4M |
| JPMorgan Chase & Co. | 0.05% | Add +11.9% | 1,680,340 | $645.1M |
| Mariner, LLC | 1.11% | Add +4.4% | 1,632,338 | $626.7M |
| Northwestern Mutual Wealth Management Co. | 0.55% | Add +0.6% | 1,613,392 | $619.4M |
| Sei Investments Co. | 0.78% | Reduce -0.3% | 1,564,007 | $600.5M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -1.1% | 1,496,405 | $574.5M |
| Raymond James Financial Services Advisors, Inc. | 0.75% | Add +7.9% | 1,467,952 | $563.6M |
| HighTower Advisors, LLC | 0.79% | Reduce -1.0% | 1,401,370 | $538.0M |
| Performance Wealth Partners, LLC | 16.91% | Add +1.1% | 1,279,020 | $491.1M |
| Provida Pension Fund Administrator | 10.46% | Add +37.5% | 1,249,614 | $480.0M |
| Captrust Financial Advisors | 1.37% | Add +26.5% | 1,231,708 | $462.1M |
| Modera Wealth Management, LLC | 5.53% | Add +3.6% | 1,132,101 | $434.6M |
| Cetera Investment Advisers | 0.89% | Add +1.8% | 1,058,399 | $406.4M |
| Choreo, LLC | 5.80% | Add +1.9% | 1,056,838 | $395.5M |
| Truist Financial Corp. | 0.61% | Add +2.5% | 1,016,447 | $390.2M |
| Mission Wealth Management, LP | 9.59% | Add +1.6% | 1,009,915 | $387.7M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -4.7% | 909,099 | $349.0M |
| Signature Estate & Investment Advisors LLC | 7.95% | Add +24.9% | 897,478 | $344.6M |
| Raymond James & Associates | 0.20% | Reduce -11.0% | 843,616 | $323.9M |
| CBIZ Investment Advisory Services, LLC | 16.79% | Reduce -2.0% | 842,060 | $323.3M |
| Osaic Holdings, Inc. | 0.69% | Reduce -6.6% | 795,799 | $305.7M |
| Equitable Holdings, Inc. | 2.96% | Add +3.0% | 795,706 | $305.5M |
| Sanctuary Advisors, LLC | 1.90% | Add +2.9% | 743,348 | $300.3M |
| MML Investors Services, LLC | 1.07% | Add +1.8% | 767,338 | $294.6M |
| Northeast Financial Consultants Inc | 12.83% | Reduce -0.0% | 764,366 | $293.5M |
| Moneta Group Investment Advisors LLC | 4.23% | Add +4.0% | 758,597 | $291.2M |
| Corient Private Wealth LP | 0.45% | Add +16.2% | 744,127 | $285.7M |
| Stifel Financial Corp. | 0.28% | Add +0.6% | 699,202 | $268.5M |
| Waverly Advisors, LLC | 4.35% | Reduce -0.7% | 614,221 | $235.8M |
| Cullen/Frost Bankers, Inc. | 3.05% | Add +0.8% | 582,689 | $223.7M |
| Avantax Advisory Services, Inc. | 1.44% | Add +14.0% | 571,195 | $219.3M |
| Mather Group, Llc. | 2.81% | Reduce -4.0% | 570,732 | $219.1M |
| Wealth Enhancement Advisory Services, LLC | 0.44% | Add +1.1% | 534,897 | $205.4M |
| Focus Partners Wealth | 0.65% | Add +215.5% | 533,235 | $204.6M |
| United Capital Financial Advisors, LLC | 1.68% | Reduce -0.2% | 530,975 | $203.9M |
| Merit Financial Group, LLC | 4.55% | Reduce -15.6% | 530,163 | $203.5M |
| Assetmark, Inc. | 0.58% | Reduce -0.6% | 527,696 | $202.6M |
| Retirement Investment Advisors, Inc. | 20.69% | Add +1.6% | 493,350 | $189.4M |
| Garde Capital, Inc. | 12.23% | Reduce -0.8% | 484,472 | $186.0M |
| Waldron Private Wealth LLC | 7.49% | Add +4.7% | 469,740 | $180.3M |
| Citigroup Inc. | 0.17% | Add +16.6% | 468,353 | $179.8M |
| Cambridge Investment Research Advisors, Inc. | 0.59% | Add +0.0% | 451,981 | $173.5M |
| Cwm, LLC | 0.70% | Reduce -1.4% | 426,128 | $163.6M |
| Two Sigma Investments, LP | 0.38% | Add +4.7% | 421,600 | $161.9M |
| Truepoint, Inc. | 4.34% | Reduce -2.5% | 421,089 | $161.7M |
| Kestra Advisory Services, LLC | 0.88% | Reduce -8.4% | 414,244 | $159.0M |
| Private Advisor Group, LLC | 0.98% | Add +0.4% | 411,467 | $158.0M |
| Woodmont Investment Counsel LLC | 11.69% | Add +2.1% | 404,612 | $155.3M |
| Brookstone Capital Management | 2.23% | Reduce -1.0% | 394,568 | $151.5M |
| NewEdge Advisors, LLC | 0.98% | Add +5.4% | 393,777 | $151.2M |
| Invictus Private Wealth, LLC | 11.80% | Add +1.2% | 388,206 | $149.0M |
| BOK Financial Private Wealth, Inc. | 10.72% | Add +6.8% | 385,802 | $148.1M |
| Smith Anglin Financial, LLC | 13.36% | Add +49394.9% | 361,313 | $138.7M |
| Envestnet Portfolio Solutions, Inc. | 0.44% | Reduce -1.2% | 352,521 | $135.3M |
| Wealthspire Advisors, LLC | 1.35% | Add +7.2% | 345,725 | $132.7M |
| Beacon Pointe Advisors, LLC | 1.46% | Add +1.9% | 330,238 | $126.8M |
| Bank of Hawaii | 5.19% | Reduce -2.7% | 323,456 | $124.2M |
| Avior Wealth Management, LLC | 4.94% | Add +2.3% | 323,397 | $124.1M |
| US Bancorp \de | 0.16% | Reduce -0.4% | 322,435 | $123.8M |
| Rezny Wealth Management, Inc. | 31.04% | Add +0.7% | 320,774 | $123.2M |
| Baird Financial Group, Inc. | 0.24% | Add +12.2% | 320,648 | $123.1M |
| Stephens Group Asset Management, LLC | 10.29% | Reduce -6.5% | 320,641 | $123.1M |
| Coldstream Capital Management Inc. | 2.63% | Reduce -1.3% | 317,389 | $121.9M |
| Howard Capital Management, LLC | 1.98% | Add +941.1% | 314,081 | $120.6M |
| Safeguard Financial, LLC | 27.62% | Add +7.7% | 305,291 | $117.2M |
| Mosaic Family Wealth Partners, LLC | 17.11% | Add +9.5% | 300,066 | $115.2M |
| Strategies Wealth Advisors, LLC | 14.92% | Reduce -3.9% | 290,429 | $111.5M |
| Mountain Capital Investment Advisors Inc. | 24.33% | Add +13.6% | 271,348 | $110.9M |
| Simon Quick Advisors, LLC | 6.90% | Add +2.1% | 284,504 | $109.2M |
| Cornerstone Management, Inc. | 22.55% | Reduce -1.0% | 281,452 | $108.1M |
| Mercer Global Advisors Inc. | 0.25% | Reduce -1.1% | 285,030 | $108.0M |
| Atria Wealth Solutions, Inc. | 1.15% | Reduce -10.9% | 274,365 | $105.3M |
| Creative Planning | 0.10% | Add +1.4% | 271,283 | $104.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.11% | No change | 269,713 | $103.6M |
| Manufacturers Life Insurance Company, The | 0.09% | Reduce -6.1% | 261,709 | $100.5M |
| CENTRAL TRUST Co | 2.33% | Reduce -3.7% | 258,940 | $99.4M |
| Alliancebernstein L.P. | 0.03% | Reduce -2.4% | 253,552 | $97.3M |
| Trust Co of Tennessee | 32.40% | Reduce -1.2% | 253,037 | $97.1M |
| Financial Synergies Wealth Advisors, Inc. | 11.91% | Add +1.3% | 249,888 | $95.9M |
| Orion Porfolio Solutions, LLC | 0.95% | Reduce -5.1% | 247,715 | $95.1M |
"% 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.