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Security record · archived quarter

VUG

Vanguard Morningstar Growth ETF · Financial Services · Asset Management

87.41 0.0% mkt cap $389.07B quote delayed (FMP) · as of Aug 26 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
10Tracked holders
0Δ holders
1.28MShares held
$473.45MReported value
+1New positions
−1Exits
Strongly Rising Conviction score 61/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +27.8% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 97 +4 1.12B $96.33B +7 −3
Q1 2026 94 +2 186.73M $78.58B +4 −2
Q4 2025 92 0 179.14M $87.34B +1 −1
Q3 2025 16 0 23.35M $11.20B +2 −2
Q2 2025 13 0 4.14M $1.82B +1 −1
Q1 2025 10 0 1.28M $473.45M +1 −1
Q4 2024 10 0 999.32K $410.16M +2 −2
Q3 2024 10 +1 562.26K $215.87M +2 −1
Q2 2024 9 494.53K $184.96M
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Two Sigma Investments 1.02M +18.1% $378.57M 0.9% ▲ Add 4 SEC ↗
2 AQR Capital Management 90.25K +890.9% $33.47M 0.0% ▲ Add 4 SEC ↗
3 AQR Capital Management 90.25K +890.9% $33.47M 0.0% ▲ Add 4 SEC ↗
4 AQR Capital Management 90.25K +890.9% $33.47M 0.0% ▲ Add 4 SEC ↗
5 Gotham Asset Management 57.54K +38.4% $21.34M 0.2% ▲ Add 4 SEC ↗
6 Wellington Management 56.60K +112.2% $20.99M 0.0% ▲ Add 4 SEC ↗
7 Wellington Management 56.60K +112.2% $20.99M 0.0% ▲ Add 4 SEC ↗
8 Wellington Management 56.60K +112.2% $20.99M 0.0% ▲ Add 4 SEC ↗
9 D. E. Shaw & Co. 20.81K New $7.72M 0.0% New 1 SEC ↗
10 Renaissance Technologies 15.00K +7.1% $5.56M 0.0% ▲ Add 2 SEC ↗
11 Fisher Asset Management 6.70K -6.0% $2.49M 0.0% ▼ Trim 4 SEC ↗
12 Citadel Advisors 5.53K -82.7% $2.05M 0.0% ▼ Trim 4 SEC ↗
13 T. Rowe Price 3.43K 0.0% $1.27M 0.0% Held 4 SEC ↗
14 ARK Investment Management 4 -98.9% $1,600 0.0% ▼ Trim 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

D. E. Shaw & Co. $7.72M 0.0%

Exited

Millennium Management $292,233 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,703 holders, 284.10M shares, $114.17B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2025 · Methodology · Get this via the API