Evid Invest
Who owns VUGWhat VUG owns — n/a

Who owns Vanguard Morningstar Growth ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of VUG from SEC Form 13F filings across 2,905 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 2,905 institutions disclosed 1.66B shares of Vanguard Morningstar Growth ETF worth $143.28B — about 37.2% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.

2,905

13F holders

$143.28B

value, 2026 filers

37.2%

of shares outstanding (1.66B sh)

317

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VUG's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BANK OF AMERICA CORP /DE/334.5M$28.82B1.9%7.5%+512.1%
2JONES FINANCIAL COMPANIES LLLP219.1M$18.14B7.3%4.9%+458.6%
3MORGAN STANLEY89.5M$7.71B0.4%2%+502.3%
4ENVESTNET ASSET MANAGEMENT INC58.6M$5.04B1.2%1.3%+573.4%
5Financial Engines Advisors L.L.C.38.9M$3.35B5.9%0.9%+497.8%
6UBS Group AG36.1M$3.11B0.4%0.8%+494.2%
7LPL Financial LLC33.4M$2.87B0.6%0.7%+518.4%
8WELLS FARGO & COMPANY/MN26.2M$2.26B0.4%0.6%+491.6%
9AMERIPRISE FINANCIAL INC23.7M$2.04B0.4%0.5%+489.3%
10EP Wealth Advisors, LLC23.3M$2.01B7.7%0.5%+539.0%
11RAYMOND JAMES FINANCIAL INC21.9M$1.88B0.5%0.5%+512.0%
12TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC20.4M$1.76B6.1%0.5%+493.6%
13Pathstone Holdings, LLC15.8M$1.36B4.0%0.4%+10118.2%
14FMR LLC15.2M$1.31B0.1%0.3%+490.0%
15MATHER GROUP, LLC.15.2M$1.31B11.4%0.3%+3006.4%
16Cetera Investment Advisers14.7M$1.26B1.1%0.3%+537.4%
17ROYAL BANK OF CANADA13.7M$1.18B0.2%0.3%+511.1%
18PNC Financial Services Group, Inc.13.6M$1.17B0.6%0.3%+496.1%
19RWA WEALTH PARTNERS, LLC13.5M$1.16B11.1%0.3%+512.5%
20JPMORGAN CHASE & CO11.7M$992.1M0.1%0.3%+500.4%
21Mariner, LLC11.2M$962.3M1.0%0.3%+488.6%
22D.A. DAVIDSON & CO.10.9M$941.3M5.2%0.2%+503.3%
23NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO10.9M$937.9M0.5%0.2%+513.1%
24Bank of New York Mellon Corp10.6M$916.1M0.2%0.2%+486.9%
25HighTower Advisors, LLC9.6M$829.3M0.8%0.2%+505.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.