Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q3 2025 (September 30)
2,605holders +105
179new positions
59sold out
8famous investors
$476.13avg. 13F price*

At the end of Q3 2025, 2,605 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 105 from Q2 2025. 179 opened new positions and 59 sold out. The largest holders were Bank of America Corp. ($22.6B), Jones Financial Companies LLLP ($16.8B) and Morgan Stanley ($7.1B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions179$619.7M
Exits59$147.3M

All 13F filers, Q2 2025 → Q3 2025: 9,655,853 shares bought and 5,791,945 shares sold, net +3,863,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,605 holders

Bank of America Corp. 1.69% Reduce -4.7% 47,087,998 $22.6B
Jones Financial Companies LLLP 11.43% Add +0.5% 35,215,110 $16.8B
Morgan Stanley 0.43% Add +1.5% 14,773,590 $7.1B
Envestnet Asset Management Inc. 1.15% Add +2.4% 8,318,538 $4.0B
Financial Engines Advisors L.L.C. 6.24% Reduce -6.0% 6,816,449 $3.3B
UBS Group AG 0.54% Reduce -1.9% 5,804,268 $2.8B
LPL Financial LLC 0.77% Add +2.5% 5,466,752 $2.6B
Wells Fargo & Company 0.41% Add +2.2% 4,212,700 $2.0B
Ameriprise Financial Inc. 0.43% Reduce -0.5% 3,868,093 $1.9B
Tiaa Trust, National Association 4.09% Reduce -3.0% 3,511,847 $1.7B
FMR LLC 0.07% Reduce -2.5% 2,621,443 $1.3B
Raymond James Financial Inc. 0.39% Add +2.9% 2,543,120 $1.2B
Mill Creek Capital Advisors, LLC 24.95% Reduce -1.3% 2,525,690 $1.2B
PNC Financial Services Group, Inc. 0.68% Reduce -0.0% 2,328,423 $1.1B
Royal Bank of Canada 0.19% Add +6.4% 2,173,833 $1.0B
Rwa Wealth Partners, LLC 11.77% Reduce -0.7% 2,161,108 $1.0B
Cetera Investment Advisers 1.16% Add +56.5% 2,075,549 $995.5M
Bank of New York Mellon Corp 0.17% Reduce -1.3% 1,931,355 $926.3M
Mariner, LLC 1.11% Add +0.1% 1,789,012 $858.0M
Northwestern Mutual Wealth Management Co. 0.57% Reduce -0.5% 1,776,106 $851.8M
D.A. Davidson & Co. 5.45% Add +0.9% 1,773,973 $850.8M
JPMorgan Chase & Co. 0.05% Add +0.5% 1,740,210 $834.6M
Commonwealth Equity Services, LLC 1.06% Reduce -4.5% 1,711,815 $821.0M
HighTower Advisors, LLC 0.87% Add +2.9% 1,596,677 $765.9M
Balentine LLC 26.77% Add +16.0% 1,514,480 $726.4M
Provida Pension Fund Administrator 12.55% Add +5.9% 1,501,403 $720.5M
Captrust Financial Advisors 1.43% Reduce -1.3% 1,466,591 $703.4M
Sei Investments Co. 0.76% Reduce -0.2% 1,464,891 $702.6M
Corient Private Wealth LP 1.06% Add +197.0% 1,405,497 $673.8M
Moneta Group Investment Advisors LLC 5.23% Add +57.8% 1,372,695 $658.4M
Performance Wealth Partners, LLC 17.27% Reduce 0.0% 1,290,666 $619.0M
Modera Wealth Management, LLC 6.77% Add +2.0% 1,218,854 $584.6M
Goldman Sachs Group Inc. 0.08% Reduce -1.4% 1,168,482 $560.4M
Vantagepoint Investment Advisers LLC 4.21% Add +12542.9% 1,074,650 $515.4M
Truist Financial Corp. 0.69% Add +2.4% 1,055,272 $506.1M
Mission Wealth Management, LP 10.04% Reduce -1.0% 1,022,916 $490.6M
Choreo, LLC 6.37% Reduce -0.6% 1,017,956 $488.7M
Signature Estate & Investment Advisors LLC 10.43% Reduce -0.4% 1,018,462 $488.5M
Osaic Holdings, Inc. 0.67% Add +9.0% 1,007,512 $475.9M
Wealthspire Advisors, LLC 2.31% Add +2.9% 922,884 $442.6M
Citigroup Inc. 0.29% Add +0.8% 878,018 $421.1M
Two Sigma Investments, LP 0.67% Reduce -16.9% 866,100 $415.4M
Equitable Holdings, Inc. 3.05% Add +1.8% 865,136 $414.9M
CBIZ Investment Advisory Services, LLC 15.54% Reduce -8.4% 827,656 $397.0M
Merit Financial Group, LLC 3.58% Reduce -0.8% 810,877 $388.9M
Stifel Financial Corp. 0.33% Add +1.5% 746,838 $358.2M
MML Investors Services, LLC 0.94% Reduce -6.1% 737,447 $353.7M
Waverly Advisors, LLC 3.51% Add +2.3% 733,236 $351.7M
Lincoln National Corp. 9.22% Reduce -3.4% 674,151 $323.3M
Sanctuary Advisors, LLC 1.83% Reduce -7.4% 665,304 $319.1M
Coldstream Capital Management Inc. 4.16% Add +34.9% 644,559 $309.2M
Charles Schwab Investment Management Inc. 0.05% Reduce -11.2% 609,832 $292.5M
Wealth Enhancement Advisory Services, LLC 0.43% Reduce -1.2% 593,913 $286.3M
Baird Financial Group, Inc. 0.46% Add +25.5% 589,938 $282.9M
Cullen/Frost Bankers, Inc. 3.22% Add +0.3% 577,506 $277.0M
Cerity Partners LLC 0.45% Add +45.1% 572,552 $274.6M
Waldron Private Wealth LLC 11.10% Add +2.1% 570,283 $273.8M
Focus Partners Wealth 0.44% Add +3.0% 570,440 $273.6M
Bell Bank 11.81% Reduce -3.1% 568,297 $272.6M
Alliancebernstein L.P. 0.08% Reduce -23.9% 549,798 $263.7M
United Capital Financial Advisors, LLC 1.84% Add +0.4% 533,498 $255.9M
Retirement Investment Advisors, Inc. 21.07% Reduce -0.3% 528,530 $253.5M
Cwm, LLC 0.75% Reduce -2.5% 518,983 $248.9M
Kestra Advisory Services, LLC 1.11% Reduce -0.5% 505,191 $242.3M
Cambridge Investment Research Advisors, Inc. 0.66% Add +3.8% 500,639 $240.1M
Assetmark, Inc. 0.51% Reduce -3.8% 494,567 $237.2M
Mather Group, Llc. 2.37% Reduce -10.9% 488,865 $234.5M
Beacon Pointe Advisors, LLC 1.93% Add +45.7% 473,296 $227.0M
Garde Capital, Inc. 10.95% Reduce -1.6% 454,355 $217.9M
Private Advisor Group, LLC 1.04% Add +1.0% 442,476 $212.2M
Avior Wealth Management, LLC 6.81% Reduce -1.4% 440,664 $211.3M
Rockefeller Capital Management L.P. 0.40% Add +18.2% 421,791 $202.3M
Truepoint, Inc. 4.69% Reduce -1.2% 420,472 $201.7M
Invictus Private Wealth, LLC 12.42% Add +1.1% 413,490 $198.3M
NewEdge Advisors, LLC 0.88% Reduce -2.8% 401,968 $192.8M
Brookstone Capital Management 2.30% Add +4.0% 401,576 $192.6M
BOK Financial Private Wealth, Inc. 11.88% Reduce -1.8% 393,235 $188.8M
Woodmont Investment Counsel LLC 12.47% Reduce -4.3% 392,927 $188.5M
Japan Science & Technology Agency 3.00% New 350,953 $168.3M
Bank of Hawaii 8.16% Add +5.9% 340,774 $163.4M
Mercer Global Advisors Inc. 0.27% New 334,163 $159.4M
Cornerstone Management, Inc. 26.22% Reduce -7.1% 330,607 $158.6M
Mosaic Family Wealth Partners, LLC 18.33% Add +1.5% 327,191 $156.4M
Rezny Wealth Management, Inc. 34.19% Reduce -2.2% 316,726 $151.9M
Stephens Group Asset Management, LLC 10.22% Reduce -7.1% 316,235 $151.7M
Creative Planning 0.11% Add +4.5% 310,408 $148.9M
Betterment LLC 0.29% Add +5.4% 305,906 $146.7M
US Bancorp \de 0.17% Reduce -0.5% 301,465 $144.6M
Howard Capital Management, LLC 1.88% Reduce -1.4% 297,144 $142.5M
Venturi Wealth Management, LLC 6.46% Add +2654.8% 290,158 $139.2M
Orion Porfolio Solutions, LLC 1.07% Add +7.4% 288,443 $138.3M
Simon Quick Advisors, LLC 6.18% Add +0.5% 284,638 $136.5M
Sequoia Financial Advisors, LLC 0.78% Add +60.1% 267,789 $128.4M
Strategies Wealth Advisors, LLC 13.21% Reduce -3.7% 264,826 $127.0M
Everhart Financial Group, Inc. 12.62% Add +4.7% 262,574 $125.9M
Financial Synergies Wealth Advisors, Inc. 12.71% Add +0.9% 261,760 $125.5M
Permanens Capital L.P. 18.17% Reduce -16.0% 253,775 $121.8M
Becker Capital Management Inc. 3.53% Add +5.3% 251,839 $120.9M
BlueStem Wealth Partners, LLC 13.78% Add +49.6% 250,968 $120.4M
Glenmede Investment Management, LP 0.57% Add +6.7% 246,861 $118.4M

"% 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 2,605 holders