VANGUARD GROWTH ETF VUG
$85.50
-0.8% 52w: $69.20 – $90.19
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data69.2079.6990.19
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.7K
-82 QoQ
13F value
$116.36B
-11.2% QoQ
Smart-money holders
115
signal tier ≥ 2
New smart buyers
10
Q1 2026
Options barometer
0.9×
$139.8M calls / $152.7M puts
Institutional value by quarter
Number of holders
Who owns VUG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 54.6M | $23.87B | 1.7% | +14.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 39.2M | $16.57B | 8.0% | -0.4% |
| MORGAN STANLEY | Bank broker | 14.9M | $6.49B | 0.4% | +3.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 8.7M | $3.80B | 1.0% | +13.6% |
| UBS Group AG | Bank broker | 6.1M | $2.65B | 0.5% | +8.1% |
| LPL Financial LLC | Bank broker | 5.4M | $2.36B | 0.6% | -1.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.4M | $1.93B | 0.4% | +2.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 4.0M | $1.75B | 0.4% | +3.5% |
| EP Wealth Advisors, LLC | Wealth advisor | 3.7M | $1.59B | 7.8% | +5.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.6M | $1.56B | 0.5% | +7.4% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 3.4M | $1.50B | 5.8% | — |
| FMR LLC | Long only active | 2.6M | $1.13B | 0.1% | -0.4% |
| Mill Creek Capital Advisors, LLC | Wealth advisor | 2.5M | $1.09B | 22.4% | +0.6% |
| Cetera Investment Advisers | Wealth advisor | 2.3M | $1.00B | 1.1% | +8.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2.3M | $998.5M | 0.6% | 0.0% |
| ROYAL BANK OF CANADA | Bank broker | 2.2M | $982.4M | 0.2% | +2.8% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 2.2M | $960.2M | 10.5% | -1.9% |
| Mariner, LLC | Diversified mechanical | 1.9M | $829.1M | 1.0% | +3.6% |
| JPMORGAN CHASE & CO | Bank broker | 1.9M | $818.0M | 0.1% | +8.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.8M | $791.5M | 0.1% | -5.3% |
| D.A. DAVIDSON & CO. | Wealth advisor | 1.8M | $791.1M | 4.8% | +2.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.8M | $775.7M | 0.5% | +1.4% |
| HighTower Advisors, LLC | Diversified mechanical | 1.6M | $694.3M | 0.7% | +0.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.6M | $692.4M | 1.0% | -4.0% |
| SEI INVESTMENTS CO | Diversified mechanical | 1.5M | $643.0M | 0.6% | +1.1% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 8.5M | $617.7M | 4.6% | +518.9% |
| Corient Private Wealth LLC | Diversified mechanical | 1.4M | $617.7M | 0.9% | -52.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.3M | $577.9M | 1.0% | +1.0% |
| Performance Wealth Partners, LLC | Other | 1.3M | $556.6M | 16.2% | -0.4% |
| Modera Wealth Management, LLC | Wealth advisor | 1.2M | $542.3M | 6.5% | +3.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2M | $535.8M | 0.8% | +19.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.2M | $526.1M | 0.1% | +2.1% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 1.2M | $504.0M | 4.3% | +6.1% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 6.5M | $473.4M | 1.0% | +0.1% |
| CHOREO, LLC | Wealth advisor | 1.0M | $454.3M | 5.6% | +2.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.0M | $453.0M | 0.6% | -3.8% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 989.4K | $432.2M | 8.8% | -3.6% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 986.8K | $431.0M | 9.0% | +0.6% |
| CITIGROUP INC | Bank broker | 963.7K | $420.9M | 0.3% | +3.1% |
| CBIZ Investment Advisory Services, LLC | Wealth advisor | 904.1K | $394.9M | 14.4% | +9.2% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 875.9K | $382.6M | 0.3% | +7.2% |
| Merit Financial Group, LLC | Wealth advisor | 824.2K | $360.0M | 2.7% | +0.8% |
| Waverly Advisors, LLC | Wealth advisor | 773.1K | $337.7M | 2.5% | +4.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 738.6K | $322.6M | 0.3% | -0.4% |
| LINCOLN NATIONAL CORP | Wealth advisor | 719.1K | $314.1M | 9.1% | +7.9% |
| Focus Partners Wealth | Wealth advisor | 724.7K | $309.2M | 0.3% | +2.6% |
| Waldron Private Wealth LLC | Wealth advisor | 706.9K | $308.8M | 12.0% | +19.5% |
| Cerity Partners LLC | Diversified mechanical | 696.3K | $305.4M | 0.4% | +25.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 698.1K | $304.9M | 1.6% | +0.9% |
| Wealthspire Advisors, LLC | Wealth advisor | 677.3K | $295.9M | 2.3% | +12.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.