Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q4 2025 (December 31)
2,822holders +217
108new positions
80sold out
8famous investors
$482.49avg. 13F price*

At the end of Q4 2025, 2,822 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 217 from Q3 2025. 108 opened new positions and 80 sold out. The largest holders were Bank of America Corp. ($23.4B), Jones Financial Companies LLLP ($19.2B) and Morgan Stanley ($7.0B). 8 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Vanguard Mrngstar GR ETF-Sui
CUSIP
922908736
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions108$243.8M
Exits80$114.9M

All 13F filers, Q3 2025 → Q4 2025: 11,407,491 shares bought and 4,740,229 shares sold, net +6,667,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,822 holders

Bank of America Corp. 1.70% Add +1.7% 47,877,294 $23.4B
Jones Financial Companies LLLP 11.71% Add +11.8% 39,381,983 $19.2B
Morgan Stanley 0.42% Reduce -2.6% 14,385,761 $7.0B
Envestnet Asset Management Inc. 1.11% Reduce -8.0% 7,655,628 $3.7B
Financial Engines Advisors L.L.C. 6.00% Reduce -4.7% 6,494,674 $3.2B
UBS Group AG 0.54% Reduce -3.3% 5,614,562 $2.7B
LPL Financial LLC 0.73% Add +0.4% 5,490,898 $2.7B
Wells Fargo & Company 0.41% Add +2.6% 4,323,203 $2.1B
Ameriprise Financial Inc. 0.43% Add +0.5% 3,886,318 $1.9B
Tiaa Trust, National Association 4.21% Add +2.6% 3,601,607 $1.8B
EP Wealth Advisors, LLC 8.78% — 3,464,230 $1.7B
Raymond James Financial Inc. 0.51% Add +30.9% 3,328,639 $1.6B
FMR LLC 0.06% Reduce -1.2% 2,589,110 $1.3B
Mill Creek Capital Advisors, LLC 24.67% Reduce -1.7% 2,481,930 $1.2B
PNC Financial Services Group, Inc. 0.61% Reduce -1.8% 2,286,543 $1.1B
Rwa Wealth Partners, LLC 11.95% Add +3.7% 2,240,580 $1.1B
Royal Bank of Canada 0.19% Add +0.6% 2,187,648 $1.1B
Cetera Investment Advisers 1.13% Add +2.3% 2,124,059 $1.0B
Bank of New York Mellon Corp 0.16% Reduce -0.9% 1,913,713 $933.6M
Mariner, LLC 1.06% Add +2.4% 1,832,360 $893.9M
JPMorgan Chase & Co. 0.06% Add +3.0% 1,792,931 $874.7M
D.A. Davidson & Co. 5.30% Reduce -0.0% 1,773,369 $865.2M
Northwestern Mutual Wealth Management Co. 0.54% Reduce -1.4% 1,751,624 $854.5M
Commonwealth Equity Services, LLC 1.07% Reduce -3.5% 1,651,530 $805.7M
Balentine LLC 29.44% Add +5.0% 1,590,672 $776.0M
HighTower Advisors, LLC 0.84% Reduce -1.3% 1,576,796 $769.3M
Provida Pension Fund Administrator 13.10% Add +3.4% 1,552,193 $757.3M
Sei Investments Co. 0.70% Reduce -0.6% 1,456,421 $710.5M
Corient Private Wealth LP 0.96% Add +2.5% 1,440,139 $702.6M
Moneta Group Investment Advisors LLC 5.06% Reduce -0.1% 1,370,951 $668.8M
Captrust Financial Advisors 1.22% Reduce -10.6% 1,310,572 $639.4M
Performance Wealth Partners, LLC 16.92% Reduce -0.9% 1,279,517 $624.2M
Modera Wealth Management, LLC 6.75% Reduce -1.8% 1,196,788 $583.9M
Goldman Sachs Group Inc. 0.08% Add +1.0% 1,180,163 $575.8M
Vantagepoint Investment Advisers LLC 4.27% Add +1.2% 1,087,893 $530.7M
Truist Financial Corp. 0.70% Add +2.1% 1,078,000 $525.9M
Osaic Holdings, Inc. 0.73% Add +2.1% 1,028,568 $502.2M
Signature Estate & Investment Advisors LLC 10.09% Add +0.7% 1,025,872 $500.5M
Choreo, LLC 6.37% Reduce -0.2% 1,016,084 $499.6M
Mission Wealth Management, LP 9.75% Reduce -4.1% 981,225 $478.7M
Citigroup Inc. 0.31% Add +6.5% 934,721 $456.0M
CBIZ Investment Advisory Services, LLC 15.27% Add +0.0% 827,704 $403.8M
Merit Financial Group, LLC 3.20% Add +0.9% 817,895 $399.0M
Two Sigma Investments, LP 0.63% Reduce -5.7% 816,840 $398.5M
Equitable Holdings, Inc. 2.64% Reduce -8.4% 792,014 $386.4M
MML Investors Services, LLC 0.92% Add +4.9% 773,761 $377.5M
Stifel Financial Corp. 0.33% Reduce -0.7% 741,333 $361.7M
Waverly Advisors, LLC 2.91% Add +0.5% 736,666 $359.4M
Focus Partners Wealth 0.39% Add +23.8% 706,264 $340.7M
Sanctuary Advisors, LLC 1.84% Add +4.0% 691,736 $337.5M
Lincoln National Corp. 9.50% Reduce -1.2% 666,181 $325.0M
Cwm, LLC 0.85% Add +24.0% 643,577 $314.0M
Coldstream Capital Management Inc. 3.96% Reduce -3.0% 625,220 $305.0M
Baird Financial Group, Inc. 0.48% Add +6.0% 625,110 $305.0M
Wealth Enhancement Advisory Services, LLC 0.40% Add +2.4% 608,419 $298.3M
Cullen/Frost Bankers, Inc. 3.28% Add +5.7% 610,480 $297.8M
Wealthspire Advisors, LLC 2.33% Reduce -35.0% 599,927 $292.7M
Rockefeller Capital Management L.P. 0.52% Add +40.6% 592,916 $289.3M
Waldron Private Wealth LLC 11.41% Add +3.8% 591,692 $288.7M
Bell Bank 12.31% Add +3.9% 590,640 $288.1M
Charles Schwab Investment Management Inc. 0.04% Reduce -3.5% 588,771 $287.2M
Kestra Advisory Services, LLC 1.16% Add +13.7% 574,349 $280.2M
Cerity Partners LLC 0.40% Reduce -2.9% 556,035 $271.3M
United Capital Financial Advisors, LLC 1.60% Add +1.7% 542,351 $264.6M
Alliancebernstein L.P. 0.08% Reduce -2.5% 536,198 $261.6M
Retirement Investment Advisors, Inc. 20.71% Reduce -0.3% 526,861 $257.0M
Beacon Pointe Advisors, LLC 1.79% Add +10.3% 522,057 $254.7M
Cambridge Investment Research Advisors, Inc. 0.66% Add +2.4% 512,844 $250.2M
Assetmark, Inc. 0.51% Add +3.1% 509,821 $248.7M
Mather Group, Llc. 2.45% Reduce -0.2% 487,825 $238.0M
Private Advisor Group, LLC 1.07% Add +5.0% 464,381 $226.6M
Garde Capital, Inc. 13.03% Reduce -0.8% 450,769 $219.9M
Avior Wealth Management, LLC 6.80% Add +1.5% 447,284 $218.2M
Invictus Private Wealth, LLC 12.38% Add +1.4% 419,131 $204.5M
Truepoint, Inc. 4.54% Reduce -1.7% 413,468 $201.7M
Brookstone Capital Management 2.28% Add +1.9% 409,394 $199.7M
Woodmont Investment Counsel LLC 12.42% Add +3.4% 406,187 $198.2M
NewEdge Advisors, LLC 0.72% Add +1.0% 405,902 $198.0M
Creative Planning 0.13% Add +22.2% 379,265 $185.0M
BOK Financial Private Wealth, Inc. 10.72% Reduce -8.7% 359,171 $175.2M
Japan Science & Technology Agency 3.15% No change 350,953 $171.2M
Bank of Hawaii 8.37% Add +1.8% 347,034 $169.3M
Natixis Advisors, LLC 0.23% Add +3.3% 777,791 $162.7M
Mosaic Family Wealth Partners, LLC 17.66% Add +0.8% 329,844 $160.9M
Bessemer Group Inc. 0.25% Add +33.5% 327,710 $159.9M
Cornerstone Management, Inc. 25.55% Reduce -2.9% 321,170 $156.7M
Rezny Wealth Management, Inc. 33.75% Add +1.3% 320,962 $156.6M
Simon Quick Advisors, LLC 6.82% Add +12.6% 320,457 $156.3M
Stephens Group Asset Management, LLC 10.35% Add +0.5% 317,708 $155.0M
Orion Porfolio Solutions, LLC 1.13% Add +9.9% 316,871 $154.6M
Betterment LLC 0.29% Add +2.9% 314,854 $153.6M
Sequoia Financial Advisors, LLC 0.84% Add +15.5% 309,261 $150.9M
Mercer Global Advisors Inc. 0.23% Reduce -7.8% 308,007 $149.8M
&partners 0.77% Add +26.9% 300,632 $146.7M
Howard Capital Management, LLC 1.87% Reduce -0.2% 296,447 $144.6M
US Bancorp \de 0.17% Reduce -3.0% 292,462 $142.7M
Venturi Wealth Management, LLC 6.27% Reduce -0.3% 289,434 $141.2M
Everhart Financial Group, Inc. 12.86% Add +8.4% 284,541 $138.8M
Glenmede Trust Co. NA 0.62% — 267,583 $130.5M
Financial Synergies Wealth Advisors, Inc. 12.37% Add +0.3% 262,647 $128.1M

"% 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 2,822 holders