Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q3 2025 (September 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 179 | $619.7M |
| Exits | 59 | $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.