Who owns VUG (VUG)
Which tracked institutional funds hold VUG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VUG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on VUG is one-sided between 2025-Q4 and 2026-Q1: 278 added or opened and 1075 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VUG’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 1.5% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VUG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2708 tracked filers holding VUG, 1307 increased or opened the position and 1185 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VUG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 54
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$1.5B
- VANGUARD ADVISERS INC$76M
- Tulsa Wealth Advisors, INC$24M
- CIBC Bancorp USA Inc.$21M
- Mayfair Advisory Group, LLC$18M
- Junk Investment Group, LLC$14M
Full exits 74
- Provida Pension Fund Administrator$757M
- NewEdge Advisors, LLC$198M
- VANGUARD GROUP INC$80M
- Blue Edge Capital, LLC$70M
- COMERICA BANK$66M
- AXXCESS WEALTH MANAGEMENT, LLC$50M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$776M
- BANK OF AMERICA CORP /DE/$513M
- CITADEL ADVISORS LLC$86M
- Pinnacle Financial Partners, Inc.$78M
- Independent Advisor Alliance$66M
- Berger Financial Group, Inc$65M
Largest trims
- Financial Engines Advisors L.L.C.$2.7B
- JONES FINANCIAL COMPANIES LLLP$2.6B
- TIAA TRUST, NATIONAL ASSOCIATION$1.7B
- Balentine LLC$640M
- MORGAN STANLEY$526M
- LPL Financial LLC$322M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 54,648,818 | $23.9B | 24.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 39,228,809 | $16.6B | 17.0% | 2026-Q1 |
| MORGAN STANLEY added | 14,863,770 | $6.5B | 6.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 8,696,213 | $3.8B | 3.9% | 2026-Q1 |
| UBS Group AG added | 6,068,786 | $2.7B | 2.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 5,395,832 | $2.4B | 2.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,427,080 | $1.9B | 2.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 4,022,942 | $1.8B | 1.8% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 3,651,263 | $1.6B | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,575,213 | $1.6B | 1.6% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 3,441,990 | $1.5B | 1.5% | 2026-Q1 |
| FMR LLC trimmed | 2,578,224 | $1.1B | 1.2% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC added | 2,497,362 | $1.1B | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 2,298,549 | $1.0B | 1.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 2,285,943 | $998M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,249,069 | $982M | 1.0% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 2,198,247 | $960M | 1.0% | 2026-Q1 |
| Mariner, LLC added | 1,898,195 | $829M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,947,496 | $818M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,812,196 | $792M | 0.8% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 1,811,209 | $791M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,775,949 | $776M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,589,188 | $694M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,585,271 | $692M | 0.7% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,472,034 | $643M | 0.7% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 8,485,080 | $618M | 0.6% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 1,417,238 | $618M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,323,256 | $578M | 0.6% | 2026-Q1 |
| Performance Wealth Partners, LLC trimmed | 1,274,384 | $557M | 0.6% | 2026-Q1 |
| Modera Wealth Management, LLC added | 1,241,457 | $542M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,226,004 | $536M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,204,403 | $526M | 0.5% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC added | 1,153,860 | $504M | 0.5% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 6,503,155 | $473M | 0.5% | 2026-Q1 |
| CHOREO, LLC added | 1,040,017 | $454M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 1,037,216 | $453M | 0.5% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 989,422 | $432M | 0.4% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 986,756 | $431M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 963,703 | $421M | 0.4% | 2026-Q1 |
| CBIZ Investment Advisory Services, LLC added | 904,105 | $395M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 875,880 | $383M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 824,223 | $360M | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC added | 773,094 | $338M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 738,592 | $323M | 0.3% | 2026-Q1 |
| LINCOLN NATIONAL CORP added | 719,053 | $314M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 724,683 | $309M | 0.3% | 2026-Q1 |
| Waldron Private Wealth LLC added | 706,880 | $309M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 696,274 | $305M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 698,101 | $305M | 0.3% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 677,349 | $296M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 663,015 | $290M | 0.3% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 656,256 | $287M | 0.3% | 2026-Q1 |
| CWM, LLC added | 653,482 | $285M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 641,405 | $280M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 632,054 | $276M | 0.3% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 622,805 | $272M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 614,604 | $268M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 613,960 | $268M | 0.3% | 2026-Q1 |
| Bell Bank added | 608,080 | $266M | 0.3% | 2026-Q1 |
| ASSETMARK, INC added | 593,629 | $259M | 0.3% | 2026-Q1 |
| Retirement Investment Advisors, Inc. added | 526,893 | $257M | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 583,438 | $255M | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 554,536 | $242M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 538,579 | $235M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 652,398 | $234M | 0.2% | 2026-Q1 |
| MATHER GROUP, LLC. added | 489,387 | $214M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 471,472 | $206M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 467,125 | $206M | 0.2% | 2026-Q1 |
| Garde Capital, Inc. trimmed | 441,618 | $193M | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 435,418 | $190M | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 426,934 | $186M | 0.2% | 2026-Q1 |
| INVICTUS PRIVATE WEALTH, LLC added | 425,548 | $186M | 0.2% | 2026-Q1 |
| Truepoint, Inc. added | 423,091 | $185M | 0.2% | 2026-Q1 |
| WOODMONT INVESTMENT COUNSEL LLC added | 415,008 | $181M | 0.2% | 2026-Q1 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC added | 409,574 | $179M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 364,752 | $159M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 360,936 | $158M | 0.2% | 2026-Q1 |
| BOK Financial Private Wealth, Inc. trimmed | 356,081 | $156M | 0.2% | 2026-Q1 |
| Japan Science & Technology Agency | 350,953 | $153M | 0.2% | 2026-Q1 |
| BANK OF HAWAII trimmed | 346,312 | $151M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 345,470 | $151M | 0.2% | 2026-Q1 |
| Cornerstone Management, Inc. added | 343,333 | $150M | 0.2% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 336,299 | $147M | 0.2% | 2026-Q1 |
| Everhart Financial Group, Inc. added | 325,657 | $142M | 0.1% | 2026-Q1 |
| Rezny Wealth Management, Inc. added | 323,977 | $142M | 0.1% | 2026-Q1 |
| Betterment LLC added | 321,772 | $141M | 0.1% | 2026-Q1 |
| &PARTNERS added | 321,083 | $141M | 0.1% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC trimmed | 312,649 | $137M | 0.1% | 2026-Q1 |
| Balentine LLC trimmed | 312,246 | $136M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 309,709 | $135M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 306,658 | $134M | 0.1% | 2026-Q1 |
| Mountain Capital Investment Advisors Inc. added | 1,569,113 | $131M | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 284,069 | $124M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 253,945 | $124M | 0.1% | 2026-Q1 |
| Provida Pension Fund Administrator added | 1,552,193 | $757M | 0.8% | 2025-Q4 stale |
| Northeast Financial Consultants Inc added | 774,827 | $340M | 0.3% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 676,316 | $296M | 0.3% | 2025-Q2 stale |
| Money Design Co.,Ltd. added | 554,153 | $243M | 0.2% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 405,902 | $198M | 0.2% | 2025-Q4 stale |
| Safeguard Financial, LLC added | 355,130 | $132M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.