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
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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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)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 3,440,932 | 314M |
| J.W. COLE ADVISORS, INC. | 633,442 | 58M |
| NI ACQUISITIONS COMPANY, LLC | 551,896 | 50M |
| Global Retirement Partners, LLC | 535,081 | 49M |
| IMA Advisory Services, Inc. | 430,119 | 39M |
| Penserra Capital Management LLC | 427,691 | 39M |
| Nuveen, LLC | 409,055 | 37M |
| Odyssey Group, LLC | 239,737 | 22M |
| Copper Harbor Investment Advisors, | 205,074 | 19M |
| D. E. Shaw & Co., Inc. | 201,707 | 18M |
| EMC Capital Management | 187,584 | 17M |
| Carolina Wealth Management Inc | 182,999 | 17M |
| Veratis Advisors, Inc. | 149,325 | 14M |
| Markowski Investments | 141,952 | 13M |
| VAQUERO PRIVATE WEALTH, LTD | 134,616 | 12M |
| SCHRODER INVESTMENT MANAGEMENT GROU | 109,812 | 10M |
| WIN ADVISORS, INC | 100,446 | 9M |
| Elevation Capital Advisory, LLC | 94,735 | 9M |
| Estate Counselors, LLC | 92,628 | 8M |
| M1 Capital Management LLC | 91,795 | 8M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kensington Asset Management, LLC | 220,810 | 20M |
| Ocean Park Asset Management, LLC | 94,697 | 9M |
| M Holdings Securities, Inc. | 83,665 | 8M |
| Piedmont Capital Management, LLC | 48,641 | 4M |
| SOL Capital Management CO | 30,703 | 3M |
| Jump Financial, LLC | 21,385 | 2M |
| Alexis Investment Partners, LLC | 15,523 | 1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,053 | 825K |
| EVOKE WEALTH, LLC | 8,275 | 754K |
| Quadrant Private Wealth Management, | 6,918 | 631K |
| TABR Capital Management, LLC | 5,896 | 538K |
| Riggs Asset Managment Co. Inc. | 5,706 | 520K |
| RAFFA WEALTH MANAGEMENT, LLC | 4,547 | 415K |
| Arlington Capital Management, Inc. | 4,020 | 367K |
| TCW GROUP INC | 3,659 | 334K |
| Cordoba Advisory Partners LLC | 3,638 | 332K |
| SFG Wealth Management, LLC. | 3,351 | 306K |
| Jackson Wealth Management, LLC | 3,174 | 289K |
| Highview Capital Management LLC/DE | 2,823 | 257K |
| Frontier Asset Management, LLC | 2,005 | 183K |
Biggest Increases (20)
| Holder | Added | Change % | 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 |