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VUG Institutional Ownership

Vanguard Morningstar Growth ETF
1W: +0.3% 1M: +4.1% 3M: +5.2% YTD: -80.7% 1Y: -80.2% 3Y: -66.9% 5Y: -68.4%
$91.17
+0.94 (+1.04%)
 
Weekly Expected Move ±2.0%
$88 $89 $91 $93 $95
ETF AMEX · AUM $405.8B

Institutional Ownership — VUG

2,979
Institutional Holders
+67 vs prior quarter
0.0%
Ownership
+0.00pp
143B
Total Invested
277
New Positions
2578
Increased
106
Reduced
73
Closed
2.75
Put/Call Ratio

Ownership Trends

Top Institutional Holders (3098 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 334,520,544 30.5B +279,871,726 +512.1% 15Q SEC ↗
2 JONES FINANCIAL COMPANIES LLLP 219,112,994 20.0B +179,884,185 +458.6% 26Q SEC ↗
3 MORGAN STANLEY 89,529,557 8.2B +74,665,787 +502.3% 60Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 58,557,269 5.3B +49,861,056 +573.4% 77Q SEC ↗
5 Financial Engines Advisors L.L.C. 38,876,521 3.5B +32,373,366 +497.8% 32Q SEC ↗
6 UBS Group AG 36,061,562 3.3B +29,992,776 +494.2% 47Q SEC ↗
7 LPL Financial LLC 33,367,717 3.0B +27,971,885 +518.4% 54Q SEC ↗
8 WELLS FARGO & COMPANY/MN 26,191,295 2.4B +21,764,215 +491.6% 86Q SEC ↗
9 AMERIPRISE FINANCIAL INC 23,707,792 2.2B +19,684,850 +489.3% 16Q SEC ↗
10 EP Wealth Advisors, LLC 23,330,170 2.1B +19,678,907 +539.0% 3Q SEC ↗
11 RAYMOND JAMES FINANCIAL INC 21,880,400 2.0B +18,305,187 +512.0% 7Q SEC ↗
12 TIAA-CREF INDIVIDUAL & INSTITUTIONAL S 20,430,648 1.9B +16,988,658 +493.6% 2Q SEC ↗
13 Pathstone Holdings, LLC 15,758,373 1.4B +15,604,155 +10118.2% 11Q SEC ↗
14 FMR LLC 15,218,429 1.4B +12,639,124 +490.0% 70Q SEC ↗
15 MATHER GROUP, LLC. 15,202,294 1.4B +14,712,907 +3006.4% 31Q SEC ↗
16 Cetera Investment Advisers 14,652,011 1.3B +12,353,462 +537.4% 43Q SEC ↗
17 ROYAL BANK OF CANADA 13,743,482 1.3B +11,494,413 +511.1% 67Q SEC ↗
18 PNC Financial Services Group, Inc. 13,625,687 1.2B +11,339,744 +496.1% 15Q SEC ↗
19 RWA WEALTH PARTNERS, LLC 13,463,288 1.2B +11,265,041 +512.5% 39Q SEC ↗
20 JPMORGAN CHASE & CO 11,692,264 1.1B +9,744,768 +500.4% 63Q SEC ↗
21 Mariner, LLC 11,171,893 1.0B +9,273,698 +488.6% 45Q SEC ↗
22 D.A. DAVIDSON & CO. 10,927,884 996M +9,116,675 +503.3% 88Q SEC ↗
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 10,888,180 993M +9,112,231 +513.1% 75Q SEC ↗
24 Bank of New York Mellon Corp 10,634,944 970M +8,822,748 +486.9% 76Q SEC ↗
25 HighTower Advisors, LLC 9,627,196 878M +8,038,008 +505.8% 22Q SEC ↗
26 COMMONWEALTH EQUITY SERVICES, LLC 9,146,871 834M +7,561,600 +477.0% 35Q SEC ↗
27 SEI INVESTMENTS CO 8,977,301 818M +7,505,267 +509.9% 15Q SEC ↗
28 MONETA GROUP INVESTMENT ADVISORS LLC 8,638,955 788M +153,875 +1.8% 37Q SEC ↗
29 CAPTRUST FINANCIAL ADVISORS 8,516,080 776M +7,192,824 +543.6% 54Q SEC ↗
30 OSAIC HOLDINGS, INC. 7,959,331 726M +6,733,327 +549.2% 26Q SEC ↗
31 Modera Wealth Management, LLC 7,690,071 701M +6,448,614 +519.4% 23Q SEC ↗
32 Performance Wealth Partners, LLC 7,621,304 695M +6,346,920 +498.0% 19Q SEC ↗
33 MISSION WEALTH MANAGEMENT, LP 7,536,277 687M +6,549,521 +663.7% 45Q SEC ↗
34 CITIGROUP INC 7,250,283 661M +6,286,580 +652.3% 83Q SEC ↗
35 GOLDMAN SACHS GROUP INC 7,101,778 647M +5,897,375 +489.7% 15Q SEC ↗
36 VANTAGEPOINT INVESTMENT ADVISERS LLC 6,789,918 619M +5,636,058 +488.5% 16Q SEC ↗
37 Corient Private Wealth LP 6,713,568 612M +5,296,330 +373.7% 15Q SEC ↗
38 TRUIST FINANCIAL CORP 6,330,358 577M +5,293,142 +510.3% 53Q SEC ↗
39 CHOREO, LLC 6,247,469 570M +5,207,452 +500.7% 50Q SEC ↗
40 SIGNATURE ESTATE & INVESTMENT ADVISORS 5,553,529 506M +4,564,107 +461.3% 43Q SEC ↗
41 Cerity Partners LLC 5,261,607 480M +4,565,333 +655.7% 36Q SEC ↗
42 Merit Financial Group, LLC 4,950,558 451M +4,126,335 +500.6% 35Q SEC ↗
43 Waverly Advisors, LLC 4,770,796 435M +3,997,702 +517.1% 55Q SEC ↗
44 MML INVESTORS SERVICES, LLC 4,642,430 423M +3,979,415 +600.2% 37Q SEC ↗
45 STIFEL FINANCIAL CORP 4,507,151 411M +3,768,559 +510.2% 49Q SEC ↗
46 Sanctuary Advisors, LLC 4,488,264 409M +3,790,163 +542.9% 9Q SEC ↗
47 Wealthspire Advisors, LLC 4,415,332 403M +3,737,983 +551.9% 26Q SEC ↗
48 Waldron Private Wealth LLC 4,384,499 400M +3,677,619 +520.3% 38Q SEC ↗
49 Focus Partners Wealth 4,244,024 387M +3,519,341 +485.6% 11Q SEC ↗
50 NATIXIS ADVISORS, LLC 4,221,531 385M +3,377,222 +400.0% 55Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
BANK OF AMERICA CORP /DE +279,871,726 +512.1% 334,520,544
JONES FINANCIAL COMPANIES LLLP +179,884,185 +458.6% 219,112,994
MORGAN STANLEY +74,665,787 +502.3% 89,529,557
ENVESTNET ASSET MANAGEMENT INC +49,861,056 +573.4% 58,557,269
Financial Engines Advisors L.L.C. +32,373,366 +497.8% 38,876,521
UBS Group AG +29,992,776 +494.2% 36,061,562
LPL Financial LLC +27,971,885 +518.4% 33,367,717
WELLS FARGO & COMPANY/MN +21,764,215 +491.6% 26,191,295
AMERIPRISE FINANCIAL INC +19,684,850 +489.3% 23,707,792
EP Wealth Advisors, LLC +19,678,907 +539.0% 23,330,170
RAYMOND JAMES FINANCIAL INC +18,305,187 +512.0% 21,880,400
TIAA-CREF INDIVIDUAL & INSTITUTIONA +16,988,658 +493.6% 20,430,648
Pathstone Holdings, LLC +15,604,155 +10118.2% 15,758,373
MATHER GROUP, LLC. +14,712,907 +3006.4% 15,202,294
FMR LLC +12,639,124 +490.0% 15,218,429
Cetera Investment Advisers +12,353,462 +537.4% 14,652,011
ROYAL BANK OF CANADA +11,494,413 +511.1% 13,743,482
PNC Financial Services Group, Inc. +11,339,744 +496.1% 13,625,687
RWA WEALTH PARTNERS, LLC +11,265,041 +512.5% 13,463,288
JPMORGAN CHASE & CO +9,744,768 +500.4% 11,692,264
Biggest Decreases (20)
HolderReducedChange %Total Shares
Provida Pension Fund Administrator -203,615 -13.1% 1,348,578
Independent Advisor Alliance -129,436 -81.7% 28,998
Mountain Capital Investment Advisor -114,434 -7.3% 1,454,679
WELLINGTON MANAGEMENT GROUP LLP -51,453 -83.0% 10,575
RMG Wealth Management LLC -34,441 -54.6% 28,645
UBS AM, a distinct business unit of -26,562 -46.5% 30,557
RENAISSANCE TECHNOLOGIES LLC -23,854 -89.9% 2,666
Venturi Wealth Management, LLC -15,990 -21.4% 58,602
EVOLVE PRIVATE WEALTH, LLC -11,935 -81.9% 2,642
Accent Capital Management, LLC -10,429 -77.7% 3,000
Ascentis Independent Advisors -7,827 -96.2% 306
XTX Topco Ltd -4,015 -40.7% 5,857
Laurel Wealth Advisors LLC -3,041 -2.7% 109,273
Coastline Complete Wealth LLC -2,720 -24.9% 8,183
NorthRock Partners, LLC -2,235 -2.2% 97,567
MILLENNIUM MANAGEMENT LLC -2,144 -39.4% 3,296
ICONIQ Capital, LLC -1,754 -43.0% 2,326
CBM Financial, LLC -1,403 -5.5% 24,178
FF Advisors,LLC -1,374 -1.8% 73,932
Wells Financial Advisors INC -1,106 -17.3% 5,292

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms