Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q2 2025 (June 30)
2,500holders +49
144new positions
90sold out
7famous investors
$436.60avg. 13F price*

At the end of Q2 2025, 2,500 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 49 from Q1 2025. 144 opened new positions and 90 sold out. The largest holders were Bank of America Corp. ($21.7B), Jones Financial Companies LLLP ($15.3B) and Morgan Stanley ($6.4B). 7 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions144$314.5M
Exits90$410.6M

All 13F filers, Q1 2025 → Q2 2025: 11,357,483 shares bought and 6,021,053 shares sold, net +5,336,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,500 holders

Bank of America Corp. 1.75% Add +1.8% 49,386,990 $21.7B
Jones Financial Companies LLLP 11.60% Add +8.6% 35,058,923 $15.3B
Morgan Stanley 0.42% Add +3.8% 14,559,215 $6.4B
Envestnet Asset Management Inc. 1.04% Add +1.0% 8,127,139 $3.6B
Financial Engines Advisors L.L.C. 6.35% Reduce -0.7% 7,251,506 $3.2B
UBS Group AG 0.54% Add +0.7% 5,916,441 $2.6B
LPL Financial LLC 0.78% Add +7.5% 5,335,797 $2.3B
Wells Fargo & Company 0.40% Add +5.1% 4,121,901 $1.8B
Ameriprise Financial Inc. 0.42% Add +0.4% 3,886,118 $1.7B
Tiaa Trust, National Association 4.13% Reduce -0.0% 3,619,723 $1.6B
EP Wealth Advisors, LLC 9.98% Add +3.8% 3,463,113 $1.5B
FMR LLC 0.07% Reduce -4.3% 2,689,800 $1.2B
Mill Creek Capital Advisors, LLC 24.88% Reduce -2.3% 2,559,774 $1.1B
Raymond James Financial Inc. 0.37% Reduce -6.3% 2,471,481 $1.1B
PNC Financial Services Group, Inc. 0.66% Add +0.4% 2,329,175 $1.0B
Rwa Wealth Partners, LLC 11.94% Reduce -12.3% 2,176,216 $954.1M
Royal Bank of Canada 0.17% Add +1.8% 2,043,290 $895.8M
Bank of New York Mellon Corp 0.16% Reduce -2.0% 1,956,214 $857.6M
Commonwealth Equity Services, LLC 1.04% Reduce -3.4% 1,792,600 $785.9M
Mariner, LLC 1.13% Add +2.3% 1,786,816 $783.3M
Northwestern Mutual Wealth Management Co. 0.57% Add +2.2% 1,785,539 $782.8M
D.A. Davidson & Co. 5.43% Add +2.6% 1,758,337 $770.9M
JPMorgan Chase & Co. 0.05% Reduce -3.6% 1,731,734 $759.2M
HighTower Advisors, LLC 0.85% Add +5.0% 1,552,072 $680.4M
Captrust Financial Advisors 1.45% Add +3.6% 1,486,447 $651.7M
Sei Investments Co. 0.75% Reduce -3.9% 1,468,303 $643.7M
Provida Pension Fund Administrator 11.26% Add +2.2% 1,417,518 $621.5M
Cetera Investment Advisers 0.98% Add +18.4% 1,326,314 $581.5M
Balentine LLC 22.28% Reduce -0.2% 1,305,513 $572.3M
Performance Wealth Partners, LLC 18.10% Reduce -0.1% 1,290,691 $565.8M
Modera Wealth Management, LLC 6.49% Add +1.4% 1,195,224 $524.0M
Goldman Sachs Group Inc. 0.08% Reduce -19.2% 1,185,089 $519.5M
Two Sigma Investments, LP 0.86% Add +2.1% 1,042,900 $457.2M
Mission Wealth Management, LP 9.88% Add +3.7% 1,033,308 $453.0M
Truist Financial Corp. 0.66% Add +3.9% 1,030,654 $451.8M
Choreo, LLC 6.27% Add +0.0% 1,024,392 $449.6M
Signature Estate & Investment Advisors LLC 10.35% Add +15.3% 1,022,867 $448.4M
Osaic Holdings, Inc. 0.72% Add +17.8% 924,632 $402.2M
CBIZ Investment Advisory Services, LLC 17.55% Add +4.1% 903,783 $396.2M
Wealthspire Advisors, LLC 2.21% Reduce -2.5% 896,976 $393.2M
Citigroup Inc. 0.27% Add +38.5% 871,186 $381.9M
Moneta Group Investment Advisors LLC 4.54% Add +7.4% 869,661 $381.3M
Equitable Holdings, Inc. 3.07% Add +1.2% 849,857 $372.6M
Merit Financial Group, LLC 4.00% Add +73.9% 817,453 $358.4M
MML Investors Services, LLC 0.99% Add +7.7% 785,410 $344.3M
Northeast Financial Consultants Inc 13.89% Add +0.6% 774,827 $339.7M
Stifel Financial Corp. 0.31% Add +0.5% 735,886 $322.7M
Alliancebernstein L.P. 0.10% Add +142.2% 722,843 $316.9M
Sanctuary Advisors, LLC 1.95% Reduce -2.8% 718,677 $315.1M
Waverly Advisors, LLC 3.45% Add +5.9% 716,569 $314.1M
Lincoln National Corp. 9.28% Add +0.2% 698,089 $306.0M
Natixis Advisors, LLC 0.48% Add +20.2% 694,588 $304.5M
Charles Schwab Investment Management Inc. 0.05% Reduce -9.0% 686,901 $301.1M
Avantax Advisory Services, Inc. 1.63% Add +0.4% 676,316 $296.5M
Wealth Enhancement Advisory Services, LLC 0.44% Add +0.3% 601,004 $265.6M
Bell Bank 11.98% Add +4.6% 586,269 $257.0M
Cullen/Frost Bankers, Inc. 3.17% Reduce -1.7% 576,028 $252.5M
Waldron Private Wealth LLC 10.69% Add +4.0% 558,569 $245.2M
Money Design Co.,Ltd. 11.99% Add +2.1% 554,153 $242.9M
Focus Partners Wealth 0.53% Add +2.6% 554,038 $242.9M
Mather Group, Llc. 2.57% Add +3.3% 548,423 $240.4M
Cwm, LLC 0.82% Add +0.0% 532,190 $233.3M
United Capital Financial Advisors, LLC 1.88% Add +0.2% 531,327 $232.9M
Retirement Investment Advisors, Inc. 20.90% Add +5.1% 529,933 $232.3M
Assetmark, Inc. 0.53% Reduce -1.6% 514,034 $225.4M
Kestra Advisory Services, LLC 1.09% Add +11.6% 507,886 $222.7M
Cambridge Investment Research Advisors, Inc. 0.64% Add +5.5% 482,195 $211.4M
Coldstream Capital Management Inc. 3.43% Add +61.5% 477,680 $209.5M
Corient Private Wealth LP 0.28% Reduce -23.9% 473,262 $207.5M
Baird Financial Group, Inc. 0.36% Add +1.9% 469,987 $206.0M
Garde Capital, Inc. 10.83% Reduce -2.7% 461,551 $202.3M
Avior Wealth Management, LLC 6.77% Add +0.4% 447,094 $195.9M
Private Advisor Group, LLC 1.03% Add +0.6% 438,014 $192.0M
Truepoint, Inc. 4.64% Add +1.8% 425,519 $186.5M
NewEdge Advisors, LLC 0.94% Add +3.1% 413,727 $181.4M
Woodmont Investment Counsel LLC 11.88% Add +2.7% 410,717 $180.1M
Invictus Private Wealth, LLC 12.27% Add +2.2% 408,774 $179.2M
BOK Financial Private Wealth, Inc. 11.72% Add +0.3% 400,378 $175.7M
Cerity Partners LLC 0.31% Add +8.6% 394,581 $173.0M
Brookstone Capital Management 2.22% Reduce -1.7% 386,221 $169.3M
Rockefeller Capital Management L.P. 0.34% Add +17.6% 356,875 $156.5M
Cornerstone Management, Inc. 27.11% Reduce -0.8% 355,735 $156.0M
Stephens Group Asset Management, LLC 10.74% Add +10.3% 340,519 $149.3M
Beacon Pointe Advisors, LLC 1.49% Add +3.9% 324,941 $142.5M
Rezny Wealth Management, Inc. 34.80% Add +1.3% 323,948 $142.0M
Mosaic Family Wealth Partners, LLC 18.02% Add +2.1% 322,237 $141.3M
Bank of Hawaii 7.45% Reduce -1.8% 321,923 $141.1M
US Bancorp \de 0.17% Reduce -1.1% 302,853 $132.8M
Permanens Capital L.P. 18.07% Reduce -14.9% 301,987 $132.5M
Howard Capital Management, LLC 1.98% Reduce -4.1% 301,367 $132.3M
Creative Planning 0.11% Reduce -0.2% 296,917 $130.2M
Betterment LLC 0.27% Add +8.5% 290,155 $127.2M
Simon Quick Advisors, LLC 6.28% Reduce -0.6% 283,250 $124.2M
Mountain Capital Investment Advisors Inc. 23.84% Add +8.1% 285,908 $124.1M
Strategies Wealth Advisors, LLC 13.17% Reduce -2.9% 274,919 $120.5M
Orion Porfolio Solutions, LLC 1.01% Add +6.3% 268,637 $117.8M
Financial Synergies Wealth Advisors, Inc. 12.38% Add +0.9% 259,284 $113.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.99% No change 251,650 $110.3M
Everhart Financial Group, Inc. 12.70% Add +16.8% 250,772 $109.9M
Relyea Zuckerberg Hanson LLC 12.62% Add +0.8% 245,688 $107.7M

"% 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 2,500 holders