Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q1 2025 (March 31)2,451holders −54
93new positions
130sold out
8famous investors
$369.30avg. 13F price*
At the end of Q1 2025, 2,451 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, down 54 from Q4 2024. 93 opened new positions and 130 sold out. The largest holders were Bank of America Corp. ($18.0B), Jones Financial Companies LLLP ($12.0B) and Morgan Stanley ($5.2B). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Mrngstar GR ETF-Sui
- CUSIP
- 922908736
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $428.3M |
| Exits | 130 | $691.7M |
All 13F filers, Q4 2024 → Q1 2025: 16,877,608 shares bought and 6,330,332 shares sold, net +10,547,276 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,451 holders
| Bank of America Corp. | 1.60% | Add +11.8% | 48,535,880 | $18.0B |
| Jones Financial Companies LLLP | 10.71% | Add +12.9% | 32,272,101 | $12.0B |
| Morgan Stanley | 0.37% | Add +0.7% | 14,021,104 | $5.2B |
| Envestnet Asset Management Inc. | 0.96% | Reduce -1.8% | 8,048,032 | $3.0B |
| Financial Engines Advisors L.L.C. | 5.81% | Reduce -3.9% | 7,299,386 | $2.7B |
| UBS Group AG | 0.48% | Reduce -1.1% | 5,876,133 | $2.2B |
| LPL Financial LLC | 0.72% | Reduce -3.2% | 4,964,202 | $1.8B |
| Wells Fargo & Company | 0.35% | Reduce -1.8% | 3,922,926 | $1.5B |
| Ameriprise Financial Inc. | 0.39% | Add +9.3% | 3,869,868 | $1.4B |
| Tiaa Trust, National Association | 4.19% | Add +0.5% | 3,621,210 | $1.3B |
| EP Wealth Advisors, LLC | 9.88% | Add +3.4% | 3,336,464 | $1.2B |
| FMR LLC | 0.07% | Reduce -0.5% | 2,809,140 | $1.0B |
| Raymond James Financial Inc. | 0.37% | Add +11.5% | 2,637,078 | $977.9M |
| Mill Creek Capital Advisors, LLC | 23.53% | Reduce -1.4% | 2,619,779 | $971.5M |
| Rwa Wealth Partners, LLC | 11.60% | Reduce -2.3% | 2,481,796 | $920.3M |
| PNC Financial Services Group, Inc. | 0.45% | Add +0.5% | 2,319,874 | $860.3M |
| Royal Bank of Canada | 0.17% | Add +1.3% | 2,007,780 | $744.5M |
| Bank of New York Mellon Corp | 0.15% | Reduce -3.3% | 1,995,656 | $740.0M |
| Commonwealth Equity Services, LLC | 0.97% | Reduce -3.6% | 1,856,393 | $688.4M |
| JPMorgan Chase & Co. | 0.05% | Add +1.4% | 1,795,833 | $665.9M |
| Northwestern Mutual Wealth Management Co. | 0.53% | Add +2.5% | 1,747,507 | $648.0M |
| Mariner, LLC | 1.08% | Add +5.7% | 1,745,935 | $647.4M |
| D.A. Davidson & Co. | 5.11% | Reduce -1.5% | 1,713,329 | $635.3M |
| Sei Investments Co. | 0.73% | Reduce -1.1% | 1,528,086 | $566.6M |
| HighTower Advisors, LLC | 0.74% | Add +4.3% | 1,478,780 | $548.4M |
| Goldman Sachs Group Inc. | 0.10% | Reduce -6.6% | 1,467,280 | $544.1M |
| Captrust Financial Advisors | 1.31% | Add +18.8% | 1,435,333 | $521.8M |
| Provida Pension Fund Administrator | 10.37% | Add +111.3% | 1,387,288 | $514.5M |
| Balentine LLC | 20.33% | Reduce -22.9% | 1,308,685 | $485.3M |
| Performance Wealth Partners, LLC | 17.12% | Add +0.4% | 1,292,614 | $479.3M |
| Modera Wealth Management, LLC | 5.91% | Add +3.1% | 1,178,843 | $437.1M |
| Cetera Investment Advisers | 0.80% | Add +6.4% | 1,119,907 | $415.3M |
| Two Sigma Investments, LP | 0.86% | Add +18.1% | 1,020,900 | $378.6M |
| Choreo, LLC | 5.82% | Reduce -2.9% | 1,023,943 | $374.7M |
| Mission Wealth Management, LP | 9.27% | Reduce -0.4% | 996,704 | $369.6M |
| Truist Financial Corp. | 0.59% | Add +0.8% | 991,751 | $367.8M |
| Wealthspire Advisors, LLC | 2.04% | Add +101.4% | 919,556 | $341.0M |
| Signature Estate & Investment Advisors LLC | 8.67% | Add +3.3% | 886,931 | $328.9M |
| CBIZ Investment Advisory Services, LLC | 15.77% | Add +1.3% | 868,218 | $322.0M |
| Equitable Holdings, Inc. | 2.96% | Add +3.8% | 839,521 | $311.3M |
| Moneta Group Investment Advisors LLC | 4.14% | Add +3.2% | 809,487 | $300.2M |
| Osaic Holdings, Inc. | 0.65% | Reduce -26.4% | 784,680 | $291.2M |
| Northeast Financial Consultants Inc | 12.66% | Reduce -0.3% | 770,019 | $285.5M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -3.6% | 754,926 | $279.9M |
| Sanctuary Advisors, LLC | 1.93% | Reduce -2.3% | 738,972 | $274.0M |
| Stifel Financial Corp. | 0.29% | Add +0.7% | 731,901 | $271.4M |
| MML Investors Services, LLC | 0.90% | Reduce -4.8% | 729,109 | $270.4M |
| Lincoln National Corp. | 8.33% | Reduce -2.4% | 696,918 | $258.4M |
| Waverly Advisors, LLC | 3.06% | Add +6.3% | 676,811 | $251.0M |
| Avantax Advisory Services, Inc. | 1.52% | Add +11.0% | 673,533 | $249.8M |
| Citigroup Inc. | 0.18% | Add +45.8% | 628,953 | $233.2M |
| Corient Private Wealth LP | 0.38% | Reduce -1.2% | 621,501 | $230.5M |
| Wealth Enhancement Advisory Services, LLC | 0.43% | Add +11.4% | 599,364 | $222.3M |
| Cullen/Frost Bankers, Inc. | 3.05% | Add +1.8% | 586,161 | $217.4M |
| Natixis Advisors, LLC | 0.40% | Reduce -1.2% | 577,988 | $214.3M |
| Bell Bank | 11.22% | New | 560,420 | $207.8M |
| Money Design Co.,Ltd. | 10.04% | Add +286.8% | 542,744 | $201.3M |
| Focus Partners Wealth | 0.50% | Add +0.7% | 539,934 | $200.2M |
| Waldron Private Wealth LLC | 9.41% | Add +7.5% | 537,277 | $199.2M |
| Cwm, LLC | 0.79% | Add +24.1% | 532,135 | $197.3M |
| Mather Group, Llc. | 2.28% | Add +3.0% | 530,848 | $196.8M |
| United Capital Financial Advisors, LLC | 1.69% | Add +1.6% | 530,323 | $196.7M |
| Assetmark, Inc. | 0.53% | Add +2.0% | 522,282 | $193.7M |
| Retirement Investment Advisors, Inc. | 18.93% | Add +1.2% | 504,337 | $187.0M |
| Garde Capital, Inc. | 10.07% | Reduce -0.7% | 474,292 | $175.9M |
| Merit Financial Group, LLC | 2.61% | Add +2.0% | 470,041 | $174.3M |
| Baird Financial Group, Inc. | 0.33% | Add +4.6% | 461,203 | $171.0M |
| Cambridge Investment Research Advisors, Inc. | 0.57% | Reduce -1.0% | 456,900 | $169.4M |
| Kestra Advisory Services, LLC | 0.82% | Reduce -2.1% | 455,226 | $168.8M |
| Avior Wealth Management, LLC | 6.27% | Add +1.0% | 445,304 | $165.1M |
| Private Advisor Group, LLC | 0.98% | Add +3.5% | 435,267 | $161.4M |
| Truepoint, Inc. | 4.20% | Add +1.6% | 417,871 | $155.0M |
| Mercer Global Advisors Inc. | 0.35% | Add +26.9% | 418,422 | $154.4M |
| NewEdge Advisors, LLC | 0.88% | Reduce -2.0% | 401,341 | $148.8M |
| Woodmont Investment Counsel LLC | 10.71% | Reduce -2.0% | 400,038 | $148.3M |
| Invictus Private Wealth, LLC | 11.76% | Add +2.0% | 399,923 | $148.3M |
| BOK Financial Private Wealth, Inc. | 11.12% | Add +1.3% | 399,182 | $148.0M |
| CSM Advisors, LLC | 8.05% | Reduce -5.4% | 397,274 | $147.3M |
| Brookstone Capital Management | 2.09% | Reduce -5.7% | 393,036 | $145.7M |
| Smith Anglin Financial, LLC | 14.82% | Add +0.2% | 377,627 | $140.0M |
| Cerity Partners LLC | 0.28% | Add +3.3% | 363,423 | $134.8M |
| Cornerstone Management, Inc. | 24.91% | Add +10.9% | 358,738 | $133.0M |
| Safeguard Financial, LLC | 28.85% | Add +3.1% | 355,130 | $131.7M |
| Permanens Capital L.P. | 23.89% | Add +16.9% | 354,713 | $131.5M |
| Venturi Wealth Management, LLC | 6.75% | Add +38.1% | 349,578 | $129.6M |
| Bank of Hawaii | 6.98% | Reduce -0.6% | 327,709 | $121.5M |
| Rezny Wealth Management, Inc. | 33.20% | Reduce -2.4% | 319,726 | $118.6M |
| Mosaic Family Wealth Partners, LLC | 16.65% | Add +2.9% | 315,494 | $117.0M |
| Howard Capital Management, LLC | 2.93% | Reduce -0.2% | 314,108 | $116.5M |
| Beacon Pointe Advisors, LLC | 1.30% | Reduce -5.7% | 312,694 | $116.0M |
| Stephens Group Asset Management, LLC | 9.23% | Reduce -3.3% | 308,704 | $114.5M |
| US Bancorp \de | 0.15% | Reduce -4.2% | 306,098 | $113.5M |
| Envestnet Portfolio Solutions, Inc. | 0.43% | Reduce -8.8% | 305,395 | $113.2M |
| Rockefeller Capital Management L.P. | 0.28% | Reduce -6.1% | 303,458 | $112.5M |
| Alliancebernstein L.P. | 0.04% | Reduce -58.4% | 298,501 | $110.7M |
| Creative Planning | 0.10% | Add +1.0% | 297,378 | $110.3M |
| Coldstream Capital Management Inc. | 2.34% | Reduce -3.9% | 295,762 | $109.7M |
| Simon Quick Advisors, LLC | 6.01% | Add +1.6% | 284,943 | $105.7M |
| Strategies Wealth Advisors, LLC | 12.82% | Add +0.2% | 283,011 | $104.9M |
| Betterment LLC | 0.24% | Add +4.4% | 267,507 | $99.2M |
"% 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.