VUG institutional holders

Vanguard Morningstar Growth ETF · 3,031 reporting institutions · $144B reported value

Funds that can replace VUG · VUG return decomposition

Institutional holdings

Institutions reporting VUG, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$28.8B02026-06-30
Jones Financial Companies LLLP$18.1B02026-06-30
Morgan Stanley$7.7B23,1852026-06-30
Envestnet Pmc$5B602026-06-30
Edelman Financial Engines$3.3B7222026-06-30
UBS Group AG$3.1B02026-06-30
Lpl Financial LLC$2.9B23,4582026-06-30
Wells Fargo & Company/mn$2.3B02026-06-30
Ameriprise Financial Inc$2B02026-06-30
Ep Wealth Advisors, LLC$2B3382026-06-30
Raymond James Financial Inc$1.9B02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$1.8B1,7212026-06-30
Pathstone Holdings, LLC$1.4B02026-06-30
Fmr LLC$1.3B02026-06-30
Mather Group, Llc.$1.3B1102026-06-30
Alliancebernstein LP$1.3B5172026-06-30
Cetera Investment Advisers$1.3B10,3702026-06-30
Royal Bank of Canada$1.2B02026-06-30
PNC Financial Services Group, Inc.$1.2B02026-06-30
Rwa Wealth Partners, LLC$1.2B722026-06-30
Mill Creek Capital Advisors, LLC$1.1B02026-03-31
Jpmorgan Chase & Co$992.1M02026-06-30
Mariner, LLC$962.3M02026-06-30
D.A. Davidson & Co.$941.3M6892026-06-30
Northwestern Mutual Wealth Management Co$937.9M02026-06-30
Bank of New York Mellon Corp$916.1M02026-06-30
Hightower Advisors, LLC$829.3M1,0462026-06-30
Commonwealth Equity Services, LLC$787.9M2,8632026-06-30
Sei Investments Co$773.3M02026-06-30
Moneta Group Investment Advisors LLC$744.2M2562026-06-30
Captrust Financial Advisors$733.6M9622026-06-30
Osaic Holdings, Inc.$685.7M02026-06-30
Modera Wealth Management, LLC$662.4M1352026-06-30
Performance Wealth$656.5M112026-06-30
Mission Wealth Management, LP$649.2M1382026-06-30
Citigroup Inc$624.5M02026-06-30
Goldman Sachs Group Inc$611.7M02026-06-30
Missionsquare Investments$584.9M02026-06-30
Corient Private Wealth LP$578.3M6742026-06-30
Truist Financial Corp$545.3M02026-06-30
Choreo, LLC$538.3M1482026-06-30
Seia$478.4M1412026-06-30
Cerity Partners LLC$453.3M7772026-06-30
Merit Financial Group, LLC$426.4M2952026-06-30
Waverly Advisors, LLC$411M2312026-06-30
MML Investors Services, LLC$399.9M5,1202026-06-30
Cbiz Investment Advisory Services, LLC$394.9M892026-06-30
Stifel Financial Corp$388.3M02026-06-30
Sanctuary Advisors, LLC$386.6M4012026-06-30
Wealthspire Advisors, LLC$380.3M2372026-06-30
Waldron Private Wealth$377.7M422026-06-30
Focus Partners Wealth$365.6M1,0482026-06-30
Cullen/frost Bankers, Inc.$360.1M02026-06-30
Lincoln National Corp$350.7M02026-06-30
Baird Financial Group, Inc.$347.3M02026-06-30
Kestra Advisory Services, LLC$327.9M1,4792026-06-30
Beacon Pointe Advisors, LLC$326.3M4662026-06-30
Rockefeller Capital Management LP$316.7M3462026-06-30
Bell Bank$310.1M02026-06-30
Arax Advisory Partners$303.1M2322026-06-30
Assetmark, Inc$301.4M2202026-06-30
Charles Schwab Investment Management Inc$296.4M372026-06-30
Retirement Investment Advisors, Inc.$286.6M82026-06-30
Cwm, LLC$285.4M6672026-03-31
United Capital Financial Advisors, LLC$281.4M1662026-06-30
Wealth Enhancement Advisory Services, LLC$259M1,0262026-06-30
Glenmede Trust Co NA$255.9M62026-06-30
Avior Wealth Management, LLC$237.6M692026-06-30
Savant Wealth Management$232.3M4052026-06-30
Garde Capital, Inc.$230.1M92026-06-30
Brookstone Capital Management$228.7M3372026-06-30
Coldstream Capital Management Inc$228.2M1362026-06-30
Invictus Private Wealth, LLC$222M22026-06-30
Equitable Holdings, Inc.$219M02026-06-30
Woodmont Investment Counsel LLC$217.4M92026-06-30
Stephens Group Asset Management, LLC$212M32026-06-30
Truepoint, Inc.$210.6M402026-06-30
Newedge Advisors$210.3M6012026-06-30
Creative Planning$193.9M1,1712026-06-30
Sequoia Financial Group, LLC$188.4M2582026-06-30
Orion Porfolio Solutions, LLC$187.9M1992026-06-30
Mosaic Family Wealth Partners, LLC$187.3M192026-06-30
&partners$186.1M5552026-06-30
Bok Financial Private Wealth, Inc.$184.1M272026-06-30
Japan Science & Technology Agency$181.4M02026-06-30
Everhart Financial Group, Inc.$178.3M362026-06-30
Cornerstone Management, Inc.$171.8M92026-06-30
Rezny Wealth Management, Inc.$171.7M22026-06-30
Asset Management Group of Bank of Hawaii$167.1M02026-06-30
Simon Quick Advisors, LLC$166.1M402026-06-30
Fifth Third Bancorp$158.2M02026-06-30
Rmr Wealth Builders, Inc.$156.5M542026-06-30
Summit Financial, LLC$156.2M2292026-06-30
Openarc Corporate Advisory, LLC$150.7M1232026-06-30
Becker Capital Management Inc$143M232026-06-30
Strategies Wealth Advisors, LLC$142.1M182026-06-30
Mercer Global Advisors Inc /adv$140.6M02026-06-30
Members Trust Co$136.3M02026-06-30
White Lighthouse Investment Management Inc.$133M62026-06-30
Blair William & Co/il$131.5M3292026-06-30
Financial Synergies Wealth Advisors, Inc.$130.6M172026-06-30
Relyea Zuckerberg Hanson LLC$128.8M72026-06-30
Mountain Capital Investment Advisors Inc$125.3M162026-06-30
Martel Wealth Advisors LLC$125.1M82026-06-30
Steward Partners Investment Advisory, LLC$123.6M4812026-06-30
Brandywine Oak Private Wealth LLC$123.2M102026-06-30
Private Advisor Group, LLC$122.5M9272026-06-30
Clark Asset Management, LLC$121.4M72026-06-30
Advisors Capital Management, LLC$121.3M592026-06-30
71 West Capital Partners$121.2M62026-06-30
Bleakley Financial Group, LLC$121M1242026-06-30
Atria Investments, Inc$119.1M62026-06-30
Sumitomo Mitsui Ds Asset Management Company, Ltd$118.6M02026-06-30
Hcr Wealth Advisors$116.7M102026-06-30
Pinnacle Financial Partners, Inc.$116.1M02026-06-30
Exchange Traded Concepts, LLC$114.6M02026-06-30
Central Trust Co$114.6M02026-06-30
Cary Street Partners Financial LLC$112.4M02026-06-30
Balentine LLC$111.7M182026-06-30
Aqr Capital Management LLC$111.3M12026-06-30
Eversource Wealth Advisors, LLC$110.5M772026-06-30
One Day In July LLC$109.3M142026-06-30
Allworth Financial, LP$103.9M3172026-06-30
Cresset Asset Management, LLC$103.6M2122026-06-30
Trust Co of Tennessee$102.9M02026-06-30
Vestmark Advisory Solutions, Inc.$102.7M82026-06-30
Pathway Financial Advisors LLC$102.6M62026-06-30
Creativeone Wealth, LLC$100.3M2212026-06-30
Two Sigma Investments, LP$99.1M02026-06-30
Parkway Wealth Management Group, LLC$98.4M182026-06-30
Crane & Associates Wealth Management$96.4M32026-06-30
Vista Capital Partners, Inc.$96.4M232026-06-30
Mai Capital Management$96M3082026-06-30
US Bancorp$95.5M02026-06-30
Berger Financial Group, Inc$95.3M512026-06-30
Vanguard Group Inc$93.7M02025-12-31
Concurrent Investment Advisors, LLC$92.5M3492026-06-30
Vanguard Advisers Inc$92.1M2,4692026-06-30
Silvercrest Asset Management Group LLC$91.6M342026-06-30
Inspirion Wealth Advisors, LLC$90.7M102026-06-30
Kestra Private Wealth Services, LLC$90.4M2062026-06-30
Pasadena Private Wealth, LLC$89.2M02026-06-30
Howard Capital Management, LLC$88.5M232026-06-30
Northern Trust Corp$87.5M02026-06-30
Cahill Financial Advisors, Inc.$86.8M122026-06-30
Quantinno Capital Management LP$86.7M02026-06-30
Signaturefd, LLC$86.6M492026-06-30
Umb Bank, N.A.$85.8M02026-06-30
Pinnacle Financial Partners Inc$85.7M02025-09-30
Florida Trust Wealth Management Co$83.1M02026-06-30
Envestnet Portfolio Solutions, Inc.$81.8M32026-06-30
Gotham Asset Management, LLC$81.7M52026-06-30
Presilium Private Wealth, LLC$81.1M52026-06-30
Venture Visionary Partners LLC$80M312026-06-30
Chicago Partners Investment Group LLC$78.1M572026-06-30
Davenport & Co LLC$77.5M3392026-06-30
Strategic Investment Advisors / Mi$77.2M02026-06-30
Vise Technologies, Inc.$77.2M02026-06-30
Lido Advisors, LLC$75.8M3202026-06-30
Blue Edge Capital, LLC$75.8M42026-06-30
Stephens Inc /ar$75.4M2432026-06-30
Bank of Montreal /can$75.3M02026-06-30
Elevation Point Wealth Partners, LLC$75M562026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$75M1032026-06-30
Ballast Rock Private Wealth LLC$74.4M102026-06-30
Hirtle & Co., LLC$74M02026-06-30
Bokf, NA$73.6M02026-06-30
Magnus Financial Group LLC$73.2M102026-06-30
Affinity Capital Advisors, LLC$72.9M52026-06-30
M&T Bank Corp$72.2M02026-06-30
Brickley Wealth Management$72M62026-06-30
McIlrath & Eck, LLC$71.6M62026-03-31
Quantum Financial Planning Services, Inc.$71.1M152026-06-30
Permanens Capital LP$71.1M42026-06-30
Partners In Financial Planning$71.1M72026-06-30
Condor Capital Management$70.7M172026-06-30
Destination Wealth Management$70.6M372026-06-30
Sage Financial Group Inc$70.5M202026-06-30
Retirement Planning Group, LLC$70.4M02026-06-30
TIAA Trust, National Association$69.9M02026-06-30
Trust Co$69M02026-06-30
Systematic Alpha Investments, LLC$67.5M02026-06-30
Nadler Financial Group, Inc.$67.5M162026-06-30
Gleason Group, Inc.$67M62026-06-30
American Trust$66.5M02026-06-30
Harbour Investments, Inc.$66.2M2472026-06-30
Comerica Bank$66.1M02025-12-31
Neuberger Berman Group LLC$64.2M02026-06-30
Ifp Advisors, Inc$64M3182026-06-30
Grey Fox Wealth Advisors, LLC$63.7M112026-06-30
Connecticut Wealth Management, LLC$63.3M502026-06-30
Strategic Blueprint, LLC$63.3M552026-06-30
SP Asset Management LLC$63.2M32026-06-30
Principle Wealth$63.1M212026-06-30
Trustmark Bank Trust Department$62.7M02026-06-30
Checchi Capital Advisers, LLC$62.7M82026-06-30
Root Financial Partners, LLC$62.5M642026-06-30
Strategic Investment Solutions, Inc. /il$61M102026-06-30
Grimes & Co Wealth Management, LLC$60.6M382026-06-30
Golden Road Advisors LLC$60.4M42026-06-30
Integrated Wealth Concepts LLC$59.5M4802026-06-30
Summit Financial Wealth Advisors, LLC$58.5M172026-06-30
Mbm Wealth Consultants, LLC$57.4M112026-06-30
Foundations Investment Advisors, LLC$56.8M3022026-06-30
Mitchell McLeod Pugh & Williams Inc$56M102026-06-30
Cfs Investment Advisory Services LLC$55.8M102026-06-30
Wealthfront Advisers LLC$54.9M402026-06-30
Wealth Analytics Partners, LLC$54.8M52026-06-30
J.W. Cole Advisors, Inc.$54.6M4992026-06-30
Warwick Investment Management, Inc.$54.2M52026-06-30
Fee-Only Financial Planning, L.C.$54.2M32026-06-30
Mesirow Financial Investment Management, Inc.$53.6M922026-06-30
Tl Private Wealth$53.3M42026-06-30
Old Mission Investment Co LLC$53M82026-06-30
Perigon Wealth Management, LLC$52.9M922026-06-30
Cornerstone Wealth Advisors, Inc.$52.6M52026-06-30
First Horizon Corp$52.5M02026-06-30
Rise Advisors, LLC$52.5M82026-06-30
Duncan Williams Asset Management, LLC$52.4M152026-06-30
Msa Financial$52M82026-06-30
Ae Wealth Management LLC$51.9M4712026-06-30
Dodds Wealth, LLC$51.7M72026-06-30
Strata Wealth Advisors, LLC$51M102026-06-30
Chaney Capital Management, Inc.$50.6M62026-06-30
Mainsail Asset Management, LLC$50.5M02026-06-30
Genwealth Group, Inc.$50.2M52026-06-30
Wealth Management Strategies, Inc.$50.1M02026-06-30
Jnba Financial Advisors$50.1M302026-06-30
Global Strategic Investment Solutions, LLC$50M42026-06-30
Certified Advisory Corp$50M172026-06-30
Pfg Advisors$49.2M832026-06-30
Jacobsen Capital Management$49M32026-06-30
First Pacific Financial, Inc.$48.8M192026-06-30
One Capital Management, LLC$48.8M642026-06-30
Exencial Wealth Advisors, LLC$48.6M02026-03-31
Wolff Financial Management LLC$48.6M42026-06-30
Hb Wealth Management, LLC$48M1692026-06-30
Ni Acquisitions Company, LLC$47.5M62026-06-30
Mgo One Seven LLC$47.5M1182026-06-30
Compound Planning, Inc.$46.9M752026-06-30
Cambridge Associates LLC /ma/ /adv$46.5M02026-06-30
Global Retirement Partners LLC$46.1M4912026-06-30
Vestgen Advisors, LLC$46M582026-06-30
Bishop & Co Investment Management, LLC$45.7M22026-06-30
Joel Isaacson & Co., LLC$45.1M152026-06-30
Eagle Strategies LLC$44.9M2,4962026-06-30
Capital Wealth Management, LLC$44.7M122026-06-30
Nwam LLC$44.4M622026-06-30
Brown Advisory Inc$44.2M02026-06-30
Destiny Wealth Partners, LLC$43.8M162026-06-30

The 250 largest of 3,031 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30