% of shares outstanding is not shown for VUG: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for VUG in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 54,648,81854.6M | $23.9B | — | ADD 14% |
| 2 | JONES FINANCIAL COMPANIES LLLP | 39,228,80939.2M | $16.6B | — | — |
| 3 | MORGAN STANLEY | 14,863,77014.9M | $6.5B | — | ADD 3% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 8,696,2138.7M | $3.8B | — | ADD 14% |
| 5 | UBS Group AG | 6,068,7866.1M | $2.7B | — | ADD 8% |
| 6 | LPL Financial LLC | 5,395,8325.4M | $2.4B | — | — |
| 7 | WELLS FARGO & COMPANY/MN | 4,427,0804.4M | $1.9B | — | ADD 2% |
| 8 | AMERIPRISE FINANCIAL INC | 4,022,9424.0M | $1.8B | — | ADD 4% |
| 9 | EP Wealth Advisors, LLC | 3,651,2633.7M | $1.6B | — | ADD 5% |
| 10 | RAYMOND JAMES FINANCIAL INC | 3,575,2133.6M | $1.6B | — | ADD 7% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | +7,114,129 | $518M | ADD |
| BANK OF AMERICA CORP /DE/ | +6,771,524 | $493M | ADD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | +3,441,990 | $251M | OPEN |
| Mountain Capital Investment Advisors Inc. | +1,317,323 | $96M | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +1,040,585 | $76M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | −3,466,011 | $252M | TRIM |
| Corient Private Wealth LLC | −1,582,041 | $115M | TRIM |
| Balentine LLC | −1,278,426 | $93M | TRIM |
| CAHILL FINANCIAL ADVISORS INC | −289,322 | $21M | TRIM |
| ALLIANCEBERNSTEIN L.P. | −282,253 | $21M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 43.4M | 48.5M | 49.4M | 47.1M | 47.9M | 54.6M | $23.9B |
| JONES FINANCIAL COMPANIES LLLP | 28.6M | 32.3M | 35.1M | 35.2M | 39.4M | 39.2M | $16.6B |
| MORGAN STANLEY | 13.9M | 14.0M | 14.6M | 14.8M | 14.4M | 14.9M | $6.5B |
| ENVESTNET ASSET MANAGEMENT INC | 8.2M | 8.0M | 8.1M | 8.3M | 7.7M | 8.7M | $3.8B |
| UBS Group AG | 5.9M | 5.9M | 5.9M | 5.8M | 5.6M | 6.1M | $2.7B |
| LPL Financial LLC | 5.1M | 5.0M | 5.3M | 5.5M | 5.5M | 5.4M | $2.4B |
| WELLS FARGO & COMPANY/MN | 4.0M | 3.9M | 4.1M | 4.2M | 4.3M | 4.4M | $1.9B |
| AMERIPRISE FINANCIAL INC | 3.5M | 3.9M | 3.9M | 3.9M | 3.9M | 4.0M | $1.8B |
| EP Wealth Advisors, LLC | 3.2M | 3.3M | 3.5M | — | 3.5M | 3.7M | $1.6B |
| RAYMOND JAMES FINANCIAL INC | 2.4M | 2.6M | 2.5M | 2.5M | 3.3M | 3.6M | $1.6B |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
