Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q4 2024 (December 31)2,505holders +279
146new positions
64sold out
8famous investors
$408.52avg. 13F price*
At the end of Q4 2024, 2,505 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 279 from Q3 2024. 146 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($17.8B), Jones Financial Companies LLLP ($11.7B) and Morgan Stanley ($5.7B). 8 famous investors held it, including Joel Greenblatt (0.2% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 146 | $1.0B |
| Exits | 64 | $267.7M |
All 13F filers, Q3 2024 → Q4 2024: 14,701,866 shares bought and 4,786,932 shares sold, net +9,914,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,505 holders
| Bank of America Corp. | 1.65% | Reduce -0.8% | 43,423,124 | $17.8B |
| Jones Financial Companies LLLP | 11.15% | Add +23.5% | 28,577,762 | $11.7B |
| Morgan Stanley | 0.40% | Add +0.8% | 13,918,307 | $5.7B |
| Envestnet Asset Management Inc. | 1.08% | Reduce -0.9% | 8,197,699 | $3.4B |
| Financial Engines Advisors L.L.C. | 6.56% | Reduce -5.9% | 7,597,192 | $3.1B |
| UBS Group AG | 0.55% | Add +2.6% | 5,939,780 | $2.4B |
| LPL Financial LLC | 0.86% | Add +2.9% | 5,128,614 | $2.1B |
| Wells Fargo & Company | 0.40% | Add +15.3% | 3,993,557 | $1.6B |
| Tiaa Trust, National Association | 4.49% | Reduce -2.4% | 3,603,554 | $1.5B |
| Ameriprise Financial Inc. | 0.37% | Add +0.7% | 3,539,318 | $1.5B |
| EP Wealth Advisors, LLC | 10.81% | Add +1.6% | 3,226,810 | $1.3B |
| FMR LLC | 0.07% | Reduce -1.4% | 2,824,356 | $1.2B |
| Mill Creek Capital Advisors, LLC | 26.19% | Reduce -1.0% | 2,657,260 | $1.1B |
| Rwa Wealth Partners, LLC | 12.85% | Reduce -2.0% | 2,540,004 | $1.0B |
| Raymond James Financial Inc. | 0.36% | — | 2,365,417 | $970.9M |
| PNC Financial Services Group, Inc. | 0.63% | Reduce -1.5% | 2,309,346 | $947.8M |
| Bank of New York Mellon Corp | 0.16% | Add +5.1% | 2,064,214 | $847.2M |
| Royal Bank of Canada | 0.18% | Add +3.2% | 1,982,490 | $813.7M |
| Commonwealth Equity Services, LLC | 1.16% | Add +4.2% | 1,925,536 | $790.3M |
| JPMorgan Chase & Co. | 0.06% | Add +5.5% | 1,771,931 | $727.3M |
| D.A. Davidson & Co. | 5.81% | Reduce -0.7% | 1,739,729 | $714.1M |
| Northwestern Mutual Wealth Management Co. | 0.59% | Add +5.7% | 1,705,328 | $699.9M |
| Balentine LLC | 28.26% | Reduce -2.1% | 1,696,331 | $696.2M |
| Mariner, LLC | 1.14% | Add +1.2% | 1,651,458 | $677.8M |
| Goldman Sachs Group Inc. | 0.12% | Add +5.0% | 1,570,721 | $644.7M |
| Sei Investments Co. | 0.81% | Reduce -1.2% | 1,544,960 | $634.1M |
| HighTower Advisors, LLC | 0.80% | Add +1.2% | 1,418,006 | $582.0M |
| Performance Wealth Partners, LLC | 16.98% | Add +0.6% | 1,287,018 | $528.2M |
| Captrust Financial Advisors | 1.38% | Reduce -1.9% | 1,208,562 | $484.5M |
| Modera Wealth Management, LLC | 5.66% | Add +1.0% | 1,142,980 | $469.1M |
| Caisse de depot et placement du Quebec | 0.95% | New | 1,117,000 | $458.5M |
| Cetera Investment Advisers | 0.90% | Reduce -0.5% | 1,052,650 | $432.0M |
| Choreo, LLC | 6.14% | Reduce -0.3% | 1,054,033 | $427.2M |
| Mission Wealth Management, LP | 9.78% | Reduce -0.9% | 1,001,026 | $410.9M |
| Truist Financial Corp. | 0.63% | Reduce -3.2% | 984,103 | $403.9M |
| Osaic Holdings, Inc. | 0.80% | Add +34.0% | 1,066,115 | $358.5M |
| Two Sigma Investments, LP | 0.86% | Add +105.0% | 864,300 | $354.7M |
| Signature Estate & Investment Advisors LLC | 8.83% | Reduce -4.3% | 859,044 | $352.6M |
| CBIZ Investment Advisory Services, LLC | 17.55% | Add +1.8% | 857,121 | $351.8M |
| Equitable Holdings, Inc. | 3.16% | Add +1.6% | 808,829 | $332.0M |
| Moneta Group Investment Advisors LLC | 4.51% | Add +3.4% | 784,422 | $322.0M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -13.9% | 783,034 | $321.4M |
| Sanctuary Advisors, LLC | 2.01% | Add +1.8% | 756,371 | $317.6M |
| Northeast Financial Consultants Inc | 13.37% | Add +1.1% | 772,398 | $317.0M |
| MML Investors Services, LLC | 1.08% | Reduce -0.2% | 765,902 | $314.4M |
| Stifel Financial Corp. | 0.31% | Add +3.9% | 726,659 | $298.3M |
| Alliancebernstein L.P. | 0.10% | Add +183.0% | 717,652 | $294.6M |
| Lincoln National Corp. | 9.43% | New | 714,139 | $293.1M |
| Provida Pension Fund Administrator | 5.49% | Reduce -47.5% | 656,689 | $269.5M |
| Waverly Advisors, LLC | 4.05% | Add +3.7% | 636,852 | $261.4M |
| Corient Private Wealth LP | 0.43% | Reduce -15.5% | 628,918 | $257.3M |
| Avantax Advisory Services, Inc. | 1.56% | Add +6.2% | 606,677 | $249.0M |
| Natixis Advisors, LLC | 0.45% | Add +217.1% | 584,988 | $240.1M |
| Cullen/Frost Bankers, Inc. | 3.23% | Reduce -1.1% | 576,039 | $236.4M |
| Wealth Enhancement Advisory Services, LLC | 0.42% | Add +0.6% | 538,222 | $220.9M |
| Focus Partners Wealth | 0.57% | Add +0.6% | 536,379 | $220.2M |
| United Capital Financial Advisors, LLC | 1.81% | Reduce -1.7% | 522,062 | $214.3M |
| Mather Group, Llc. | 2.74% | Reduce -9.7% | 515,334 | $211.5M |
| Assetmark, Inc. | 0.57% | Reduce -3.0% | 512,045 | $210.2M |
| Waldron Private Wealth LLC | 8.25% | Add +6.3% | 499,584 | $205.0M |
| Retirement Investment Advisors, Inc. | 21.56% | Add +1.0% | 498,166 | $204.5M |
| Garde Capital, Inc. | 12.93% | Reduce -1.4% | 477,676 | $196.1M |
| Kestra Advisory Services, LLC | 1.05% | Add +12.2% | 464,960 | $190.8M |
| Cambridge Investment Research Advisors, Inc. | 0.63% | Add +2.1% | 461,639 | $189.5M |
| Merit Financial Group, LLC | 3.40% | Reduce -13.1% | 460,855 | $189.2M |
| Wealthspire Advisors, LLC | 1.86% | Add +32.0% | 456,531 | $187.4M |
| Baird Financial Group, Inc. | 0.35% | Add +37.5% | 440,966 | $181.0M |
| Avior Wealth Management, LLC | 6.62% | Add +36.4% | 441,053 | $181.0M |
| Citigroup Inc. | 0.17% | Reduce -7.9% | 431,272 | $177.0M |
| Cwm, LLC | 0.73% | Add +0.6% | 428,819 | $176.0M |
| Private Advisor Group, LLC | 0.97% | Add +2.2% | 420,612 | $172.6M |
| CSM Advisors, LLC | 8.07% | Add +97.5% | 420,074 | $172.4M |
| Brookstone Capital Management | 2.49% | Add +5.6% | 416,823 | $171.1M |
| Truepoint, Inc. | 4.52% | Reduce -2.4% | 411,186 | $168.8M |
| NewEdge Advisors, LLC | 1.01% | Add +4.0% | 409,440 | $168.1M |
| Woodmont Investment Counsel LLC | 12.38% | Add +0.8% | 408,040 | $167.5M |
| BOK Financial Private Wealth, Inc. | 11.75% | Add +2.2% | 394,233 | $161.8M |
| Invictus Private Wealth, LLC | 12.23% | Add +1.0% | 392,208 | $161.0M |
| Smith Anglin Financial, LLC | 14.51% | Add +4.3% | 376,818 | $154.7M |
| Cerity Partners LLC | 0.31% | Add +62.2% | 351,687 | $144.2M |
| Safeguard Financial, LLC | 30.71% | Add +12.8% | 344,275 | $141.3M |
| Envestnet Portfolio Solutions, Inc. | 0.45% | Reduce -5.0% | 335,022 | $137.5M |
| Beacon Pointe Advisors, LLC | 1.51% | Add +0.4% | 331,491 | $136.1M |
| Bank of Hawaii | 7.49% | Add +2.0% | 329,832 | $135.4M |
| Mercer Global Advisors Inc. | 0.33% | Add +15.7% | 329,816 | $134.5M |
| Rezny Wealth Management, Inc. | 33.01% | Add +2.1% | 327,528 | $134.4M |
| Cornerstone Management, Inc. | 25.69% | Add +14.9% | 323,425 | $132.7M |
| Rockefeller Capital Management L.P. | 0.34% | Add +32.8% | 323,177 | $132.6M |
| US Bancorp \de | 0.17% | Reduce -0.9% | 319,442 | $131.1M |
| Stephens Group Asset Management, LLC | 10.92% | Reduce -0.4% | 319,311 | $131.1M |
| Howard Capital Management, LLC | 2.01% | Add +0.2% | 314,821 | $129.2M |
| Coldstream Capital Management Inc. | 2.69% | Reduce -3.1% | 307,680 | $126.3M |
| Mosaic Family Wealth Partners, LLC | 18.17% | Add +2.2% | 306,687 | $125.9M |
| Permanens Capital L.P. | 23.78% | Add +45.3% | 303,347 | $124.5M |
| Creative Planning | 0.12% | Add +8.6% | 294,489 | $120.9M |
| Strategies Wealth Advisors, LLC | 14.87% | Reduce -2.7% | 282,482 | $119.4M |
| Simon Quick Advisors, LLC | 6.89% | Reduce -1.4% | 280,420 | $115.1M |
| Atria Wealth Solutions, Inc. | 1.22% | Reduce -1.5% | 270,235 | $110.9M |
| Betterment LLC | 0.25% | Add +18.3% | 256,276 | $105.2M |
| Mountain Capital Investment Advisors Inc. | 21.72% | Reduce -7.0% | 252,287 | $104.9M |
"% 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.