Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q2 2025 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 144 | $314.5M |
| Exits | 90 | $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.