Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q3 2024 (September 30)
2,226holders +66
117new positions
62sold out
7famous investors
$381.34avg. 13F price*

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

InstitutionsTotal Value
New Positions117$511.6M
Exits62$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.

Show all 2,226 holders