Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q1 2026 (March 31)
2,743holders −79
98new positions
155sold out
8famous investors
$405.90avg. 13F price*

At the end of Q1 2026, 2,743 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, down 79 from Q4 2025. 98 opened new positions and 155 sold out. The largest holders were Bank of America Corp. ($23.9B), Jones Financial Companies LLLP ($16.6B) and Morgan Stanley ($6.5B). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions98$100.8M
Exits155$343.1M

All 13F filers, Q4 2025 → Q1 2026: 27,604,558 shares bought and 10,798,085 shares sold, net +16,806,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,743 holders

Bank of America Corp. 1.75% Add +14.1% 54,648,818 $23.9B
Jones Financial Companies LLLP 7.96% Reduce -0.4% 39,228,809 $16.6B
Morgan Stanley 0.39% Add +3.3% 14,863,770 $6.5B
Envestnet Asset Management Inc. 1.02% Add +13.6% 8,696,213 $3.8B
UBS Group AG 0.47% Add +8.1% 6,068,786 $2.7B
LPL Financial LLC 0.63% Reduce -1.7% 5,395,832 $2.4B
Wells Fargo & Company 0.39% Add +2.4% 4,427,080 $1.9B
Ameriprise Financial Inc. 0.41% Add +3.5% 4,022,942 $1.8B
EP Wealth Advisors, LLC 7.84% Add +5.4% 3,651,263 $1.6B
Raymond James Financial Inc. 0.48% Add +7.4% 3,575,213 $1.6B
Tiaa-Cref Individual & Institutional Services, LLC 5.78% — 3,441,990 $1.5B
FMR LLC 0.06% Reduce -0.4% 2,579,305 $1.1B
Mill Creek Capital Advisors, LLC 22.41% Add +0.6% 2,497,362 $1.1B
Cetera Investment Advisers 1.07% Add +8.2% 2,298,549 $1.0B
PNC Financial Services Group, Inc. 0.58% Reduce -0.0% 2,285,943 $998.5M
Royal Bank of Canada 0.19% Add +2.8% 2,249,069 $982.4M
Rwa Wealth Partners, LLC 10.51% Reduce -1.9% 2,198,247 $960.2M
Mariner, LLC 0.97% Add +3.6% 1,898,195 $829.1M
JPMorgan Chase & Co. 0.06% Add +8.6% 1,947,496 $818.0M
Bank of New York Mellon Corp 0.15% Reduce -5.3% 1,812,196 $791.5M
D.A. Davidson & Co. 4.80% Add +2.1% 1,811,209 $791.1M
Northwestern Mutual Wealth Management Co. 0.48% Add +1.4% 1,775,949 $775.7M
HighTower Advisors, LLC 0.74% Add +0.8% 1,589,188 $694.3M
Commonwealth Equity Services, LLC 0.97% Reduce -4.0% 1,585,271 $692.4M
Sei Investments Co. 0.59% Add +1.1% 1,472,034 $643.0M
Moneta Group Investment Advisors LLC 4.65% Add +518.9% 8,485,080 $617.7M
Corient Private Wealth LP 0.88% Reduce -1.6% 1,417,238 $617.7M
Provida Pension Fund Administrator 9.91% Reduce -13.1% 1,348,578 $589.0M
Captrust Financial Advisors 1.01% Add +1.0% 1,323,256 $577.9M
Performance Wealth Partners, LLC 16.15% Reduce -0.4% 1,274,384 $556.6M
Modera Wealth Management, LLC 6.50% Add +3.7% 1,241,457 $542.3M
Osaic Holdings, Inc. 0.78% Add +19.2% 1,226,004 $535.8M
Goldman Sachs Group Inc. 0.07% Add +2.0% 1,204,403 $526.1M
Vantagepoint Investment Advisers LLC 4.27% Add +6.1% 1,153,860 $504.0M
Financial Engines Advisors L.L.C. 0.96% Add +0.1% 6,503,155 $473.4M
Choreo, LLC 5.58% Add +2.4% 1,040,017 $454.3M
Truist Financial Corp. 0.61% Reduce -3.8% 1,037,216 $453.0M
Signature Estate & Investment Advisors LLC 8.76% Reduce -3.5% 989,422 $432.2M
Mission Wealth Management, LP 9.02% Add +0.6% 986,756 $431.0M
Citigroup Inc. 0.27% Add +3.1% 963,703 $420.9M
CBIZ Investment Advisory Services, LLC 14.44% Add +9.2% 904,105 $394.9M
Two Sigma Investments, LP 0.33% Add +7.2% 875,880 $382.6M
Merit Financial Group, LLC 2.68% Add +0.8% 824,223 $360.0M
Waverly Advisors, LLC 2.53% Add +4.9% 773,094 $337.7M
Stifel Financial Corp. 0.30% Reduce -0.4% 738,592 $322.6M
Lincoln National Corp. 9.09% Add +7.9% 719,053 $314.1M
Focus Partners Wealth 0.34% Add +2.6% 724,683 $309.2M
Waldron Private Wealth LLC 12.04% Add +19.5% 706,880 $308.8M
Cerity Partners LLC 0.43% Add +25.2% 696,274 $305.4M
Sanctuary Advisors, LLC 1.65% Add +0.9% 698,101 $304.9M
Wealthspire Advisors, LLC 2.32% Add +12.9% 677,349 $295.9M
MML Investors Services, LLC 0.80% Reduce -14.3% 663,015 $289.6M
Cullen/Frost Bankers, Inc. 3.26% Add +7.5% 656,256 $286.6M
Cwm, LLC 0.75% Add +1.5% 653,482 $285.4M
Baird Financial Group, Inc. 0.44% Add +2.6% 641,405 $280.2M
Kestra Advisory Services, LLC 1.05% Add +10.1% 632,054 $276.1M
Coldstream Capital Management Inc. 3.37% Reduce -0.4% 622,805 $272.0M
Rockefeller Capital Management L.P. 0.48% Add +3.7% 614,604 $268.5M
Beacon Pointe Advisors, LLC 1.42% Add +17.6% 613,960 $268.2M
Bell Bank 11.26% Add +3.0% 608,080 $265.6M
Assetmark, Inc. 0.53% Add +16.4% 593,629 $259.3M
Retirement Investment Advisors, Inc. 20.69% Add +0.0% 526,893 $257.0M
Charles Schwab Investment Management Inc. 0.04% Reduce -0.9% 583,438 $254.8M
United Capital Financial Advisors, LLC 1.49% Add +2.3% 554,536 $242.2M
Cambridge Investment Research Advisors, Inc. 0.61% Add +5.0% 538,579 $235.2M
Equitable Holdings, Inc. 1.51% Reduce -17.6% 652,398 $234.2M
Mather Group, Llc. 2.13% Add +0.3% 489,387 $213.8M
Private Advisor Group, LLC 0.97% Add +1.5% 471,472 $205.9M
Wealth Enhancement Advisory Services, LLC 0.45% Reduce -23.2% 467,125 $205.7M
Garde Capital, Inc. 11.55% Reduce -2.0% 441,618 $192.9M
Avior Wealth Management, LLC 5.39% Reduce -2.6% 435,418 $189.9M
Brookstone Capital Management 2.13% Add +4.3% 426,934 $186.5M
Invictus Private Wealth, LLC 11.50% Add +1.5% 425,548 $185.9M
Truepoint, Inc. 4.12% Add +2.3% 423,091 $184.8M
Woodmont Investment Counsel LLC 11.17% Add +2.2% 415,008 $181.3M
Stephens Group Asset Management, LLC 11.40% Add +28.9% 409,574 $178.9M
NewEdge Advisors, LLC 0.64% Reduce -0.3% 404,600 $176.7M
EverSource Wealth Advisors, LLC 4.88% Add +89.7% 365,669 $159.7M
Bessemer Group Inc. 0.25% Add +11.3% 364,752 $159.3M
Creative Planning 0.11% Reduce -4.8% 360,936 $157.7M
BOK Financial Private Wealth, Inc. 9.39% Reduce -0.9% 356,081 $155.5M
Japan Science & Technology Agency 3.19% No change 350,953 $153.3M
Bank of Hawaii 7.92% Reduce -0.2% 346,312 $151.3M
Sequoia Financial Advisors, LLC 0.85% Add +11.7% 345,470 $150.9M
Cornerstone Management, Inc. 23.90% Add +6.9% 343,333 $150.0M
Mosaic Family Wealth Partners, LLC 15.04% Add +2.0% 336,299 $146.9M
Everhart Financial Group, Inc. 12.11% Add +14.4% 325,657 $142.2M
Rezny Wealth Management, Inc. 32.56% Add +0.9% 323,977 $141.5M
Betterment LLC 0.27% Add +2.2% 321,772 $140.5M
&partners 0.69% Add +6.8% 321,083 $140.5M
Simon Quick Advisors, LLC 6.25% Reduce -2.4% 312,649 $136.6M
Balentine LLC 5.49% Reduce -80.4% 312,246 $136.4M
Fifth Third Bancorp 0.25% Add +68.3% 309,709 $135.3M
Orion Porfolio Solutions, LLC 1.14% Reduce -3.2% 306,658 $133.9M
Mountain Capital Investment Advisors Inc. 19.44% Add +523.2% 1,569,113 $131.0M
Summit Financial, LLC 1.58% Add +16.8% 284,069 $124.1M
Alliancebernstein L.P. 0.04% Reduce -52.6% 253,945 $123.9M
Strategies Wealth Advisors, LLC 11.95% Add +3.9% 272,288 $118.9M
Mercer Global Advisors Inc. 0.17% Reduce -11.6% 272,219 $118.1M
Becker Capital Management Inc. 3.44% Add +4.2% 267,987 $117.1M

"% 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 2,743 holders