Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q4 2025 (December 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $243.8M |
| Exits | 80 | $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.