Vngrd Mrngstr MG Cap ETF-UsdMGCETF

13F holders, Q1 2024 (March 31)
408holders
3famous investors
$186.60avg. 13F price*

At the end of Q1 2024, 408 institutions reported holding Vngrd Mrngstr MG Cap ETF-Usd (MGC) in their 13F filings. The largest holders were Bank of America Corp. ($279.8M), Morgan Stanley ($123.3M) and New York Life Investment Management LLC ($102.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Vngrd Mrngstr MG Cap ETF-Usd
Filed as
VANGUARD WORLD FD (Q1 2024)
CUSIP
921910873
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 408Q1 2024Q2 2024: 422Q2 2024Q3 2024: 427Q3 2024Q4 2024: 460Q4 2024Q1 2025: 454Q1 2025Q2 2025: 474Q2 2025Q3 2025: 493Q3 2025Q4 2025: 525Q4 2025Q1 2026: 508Q1 2026Q2 2026: 530Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions48$27.6M
Exits16$16.9M

Ownership 408 holders

Bank of America Corp. 0.03% Add +0.4% 1,497,476 $279.8M
Morgan Stanley 0.01% Reduce -8.7% 659,704 $123.3M
New York Life Investment Management LLC 1.02% Add +15.8% 547,915 $102.4M
Wooster Corthell Wealth Management, Inc. 21.36% Reduce -3.4% 499,378 $93.3M
PNC Financial Services Group, Inc. 0.06% Add +2.6% 448,966 $83.9M
Ameriprise Financial Inc. 0.02% Add +3.4% 444,215 $83.1M
Envestnet Asset Management Inc. 0.03% Reduce -12.4% 440,723 $82.4M
Wells Fargo & Company 0.02% Add +6.4% 433,441 $81.0M
Cadence Bank 5.79% Add +0.7% 425,246 $79.5M
Leavell Investment Management, Inc. 4.48% Add +4.1% 415,604 $77.7M
UBS Group AG 0.02% Add +7.3% 385,569 $72.1M
LPL Financial LLC 0.04% Add +6.1% 350,122 $65.4M
Truist Financial Corp. 0.09% Reduce -0.4% 326,844 $61.1M
Apella Capital, LLC 3.00% Add +27.5% 320,332 $59.4M
Forvis Mazars Wealth Advisors, LLC 1.48% Reduce -0.9% 310,579 $58.0M
Verus Financial Partners, Inc. 4.89% Reduce -0.4% 223,233 $41.7M
Concourse Financial Group Securities, Inc. 2.50% Reduce -0.2% 206,569 $38.6M
Summit Wealth & Retirement Planning, Inc. 12.29% Add +2.3% 184,402 $34.5M
Orion Porfolio Solutions, LLC 0.37% Reduce -0.8% 183,943 $34.4M
Orion Portfolio Solutions, LLC 0.37% Reduce -0.8% 183,943 $34.4M
Raymond James Financial Services Advisors, Inc. 0.05% Add +1.4% 182,427 $34.1M
Commonwealth Equity Services, LLC 0.06% Add +3.1% 179,717 $33.6M
Rockefeller Capital Management L.P. 0.10% Add +13.0% 174,547 $32.6M
Ieq Capital, LLC 0.46% Add +0.5% 172,578 $32.2M
One Capital Management, LLC 1.12% Add +128.1% 164,907 $30.8M
JPMorgan Chase & Co. 0.00% Reduce -20.9% 160,851 $30.1M
Royal Bank of Canada 0.01% Add +8.7% 148,411 $27.7M
GeoWealth Management, LLC 0.75% Add +135.3% 104,308 $19.5M
Captrust Financial Advisors 0.07% Reduce -2.7% 103,612 $19.4M
ProVise Management Group, LLC 1.67% Add +4.6% 103,312 $19.3M
Raymond James & Associates 0.01% Add +2.5% 100,126 $18.7M
Mesirow Financial Investment Management, Inc. 0.42% Add +10.3% 98,035 $18.3M
Exencial Wealth Advisors, LLC 0.66% Reduce -2.2% 94,605 $17.7M
Black Diamond Financial, LLC 4.71% No change 102,855 $17.4M
Osaic Holdings, Inc. 0.04% Add +12.7% 91,244 $17.1M
Fsa Wealth Partners, Inc. 4.24% Add +78.7% 91,226 $17.0M
Cambridge Investment Research Advisors, Inc. 0.06% Add +5.8% 81,874 $15.3M
Cetera Investment Advisers 0.04% Add +549.2% 79,497 $14.9M
CreativeOne Wealth, LLC 0.58% Reduce -3.8% 78,489 $14.7M
Capital Advantage, Inc. 2.93% Add +5.4% 77,412 $14.4M
American Investment Services, Inc. 2.55% Add +0.3% 76,856 $14.4M
Systelligence, LLC 3.73% Reduce -0.5% 76,409 $14.3M
Cozad Asset Management Inc. 1.46% Add +0.6% 74,979 $14.0M
MA Private Wealth 2.67% Add +5.4% 70,561 $13.2M
Keel Point, LLC 1.27% Reduce -2.4% 65,952 $12.3M
Creative Planning 0.01% Reduce -0.8% 62,558 $11.7M
Great Valley Advisor Group, Inc. 0.34% Add +93.5% 59,520 $11.1M
Annapolis Financial Services, LLC 3.40% Add +14.8% 55,266 $10.3M
HB Wealth Management, LLC 0.13% Add +7.3% 54,542 $10.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.31% Add +14.4% 53,383 $10.0M
Baird Financial Group, Inc. 0.02% Reduce -0.3% 52,163 $9.7M
Janney Montgomery Scott LLC 0.03% Reduce -9.1% 49,136 $9.2M
Phillips Financial Management, LLC 0.72% Reduce -4.4% 46,994 $8.8M
Schmidt P J Investment Management Inc. 1.65% Add +1.1% 46,877 $8.8M
Capital Investment Advisors, LLC 0.20% Add +5.4% 45,708 $8.5M
EWG Elevate Inc. 3.09% New 43,475 $8.1M
Destination Wealth Management 0.27% Reduce -5.4% 43,407 $8.1M
Bank of New York Mellon Corp 0.00% Reduce 0.0% 43,402 $8.1M
Florida Financial Advisors, LLC 5.90% Add +5.1% 42,967 $8.0M
TriaGen Wealth Management LLC 3.28% Add +3.8% 42,310 $7.9M
Sensible Financial Planning & Management, LLC. 1.68% Add +2.3% 40,757 $7.6M
Gray Wealth Management Inc. 3.24% Reduce -0.0% 38,793 $7.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +5.2% 38,520 $7.2M
Diversified Trust Co. 0.21% No change 38,046 $7.1M
Farther Finance Advisors, LLC 0.42% Reduce -8.1% 37,227 $7.0M
IFP Advisors, Inc 0.28% Add +1836.7% 34,241 $6.4M
Equita Financial Network, Inc. 2.65% No change 31,633 $5.9M
Baker Ellis Asset Management LLC 0.87% Add +3.5% 31,130 $5.8M
Steph & Co. 1.98% Add +9.0% 30,711 $5.7M
Physician Wealth Advisors, Inc. 1.19% Add +1.7% 31,258 $5.6M
Tradition Wealth Management, LLC 0.56% Reduce -6.0% 29,619 $5.5M
Strategic Blueprint, LLC 0.38% Add +10.6% 28,466 $5.3M
MML Investors Services, LLC 0.02% Add +5.9% 28,348 $5.3M
Legacy Advisory Services, LLC 4.90% Reduce -8.5% 27,681 $5.2M
Kestra Advisory Services, LLC 0.03% Reduce -4.9% 27,659 $5.2M
Waterford Advisors, LLC 2.08% Reduce -3.3% 26,232 $4.9M
Calton & Associates, Inc. 2.36% Add +1.7% 25,917 $4.8M
Beacon Pointe Advisors, LLC 0.05% Add +4.2% 24,382 $4.6M
Moneta Group Investment Advisors LLC 0.07% Reduce -4.9% 24,232 $4.5M
Private Advisor Group, LLC 0.03% Reduce -0.2% 23,889 $4.5M
Berkshire Money Management, Inc. 0.54% Add +46.5% 23,852 $4.5M
Zhang Financial LLC 0.32% Add +22.8% 23,392 $4.4M
Coldstream Capital Management Inc. 0.11% Add +28.1% 22,580 $4.2M
Stokes Family Office, LLC 0.52% No change 22,280 $4.2M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -10.0% 21,968 $4.1M
Avantax Advisory Services, Inc. 0.03% Add +29.7% 20,916 $3.9M
FMR LLC 0.00% Add +18.3% 20,250 $3.8M
Prime Capital Investment Advisors, LLC 0.05% Reduce -1.0% 20,179 $3.8M
Buttonwood Financial Group, LLC 2.13% Reduce -54.7% 19,258 $3.6M
Atria Investments, Inc 0.05% Reduce -1.4% 19,249 $3.6M
Wealthfront Advisers LLC 0.01% Add +62.0% 19,100 $3.6M
Dynamic Advisor Solutions LLC 0.12% Reduce -9.6% 18,739 $3.5M
Jackson Wealth Management, LLC 0.44% Add +1.0% 18,715 $3.5M
USAdvisors Wealth Management, LLC 1.30% Add +22.9% 18,410 $3.4M
StoneX Group Inc. 0.31% Add +2.7% 18,403 $3.4M
Atria Wealth Solutions, Inc. 0.04% Add +5.8% 18,244 $3.4M
Security Financial Services, INC. 0.74% Reduce -68.8% 17,491 $3.3M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -2.4% 21,148 $3.2M
McClarren Financial Advisors, Inc. 2.25% Reduce -2.7% 16,736 $3.1M
HighTower Advisors, LLC 0.01% Reduce -17.1% 16,687 $3.1M

"% of holder's portfolio" is MGC's weight in each manager's 13F, not the share of Vngrd Mrngstr MG Cap ETF-Usd the manager owns.

Show all 408 holders