Vngrd Mrngstr MG Cap ETF-UsdMGCETF

13F holders, Q2 2024 (June 30)
422holders +14
34new positions
26sold out
3famous investors
$194.83avg. 13F price*

At the end of Q2 2024, 422 institutions reported holding Vngrd Mrngstr MG Cap ETF-Usd (MGC) in their 13F filings, up 14 from Q1 2024. 34 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($313.4M), Morgan Stanley ($124.4M) and New York Life Investment Management LLC ($118.7M). 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 (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions34$31.4M
Exits26$20.5M

All 13F filers, Q1 2024 → Q2 2024: 1,098,979 shares bought and 441,828 shares sold, net +657,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 422 holders

Bank of America Corp. 0.03% Add +6.1% 1,588,489 $313.4M
Morgan Stanley 0.01% Reduce -4.4% 630,642 $124.4M
New York Life Investment Management LLC 1.19% Add +9.8% 601,732 $118.7M
Wooster Corthell Wealth Management, Inc. 21.86% Reduce -1.9% 489,761 $96.6M
Ameriprise Financial Inc. 0.03% Add +9.4% 486,125 $95.9M
Wells Fargo & Company 0.02% Add +7.0% 463,781 $91.5M
PNC Financial Services Group, Inc. 0.06% Add +0.3% 450,281 $88.8M
Envestnet Asset Management Inc. 0.03% Add +0.7% 443,796 $87.6M
Leavell Investment Management, Inc. 4.71% Add +3.6% 430,635 $85.2M
Cadence Bank 6.27% Reduce -0.3% 423,752 $83.6M
Apella Capital, LLC 3.48% Add +19.9% 384,226 $77.8M
UBS Group AG 0.02% Reduce -1.2% 380,988 $75.2M
LPL Financial LLC 0.04% Add +6.0% 371,148 $73.2M
Truist Financial Corp. 0.10% Reduce -2.5% 318,748 $62.9M
Forvis Mazars Wealth Advisors, LLC 1.43% Reduce -6.2% 291,382 $57.5M
Verus Financial Partners, Inc. 5.10% Reduce -0.3% 222,521 $43.9M
Concourse Financial Group Securities, Inc. 2.59% Add +1.3% 209,333 $41.4M
Summit Wealth & Retirement Planning, Inc. 12.45% Add +0.5% 185,290 $36.6M
Commonwealth Equity Services, LLC 0.06% Add +2.8% 184,761 $36.5M
Raymond James Financial Services Advisors, Inc. 0.05% Reduce -0.4% 181,745 $35.9M
Rockefeller Capital Management L.P. 0.10% Add +3.4% 180,551 $35.6M
One Capital Management, LLC 1.18% Add +6.8% 176,088 $34.7M
Orion Porfolio Solutions, LLC 0.37% Reduce -4.5% 175,631 $34.7M
Orion Portfolio Solutions, LLC 0.37% Reduce -4.5% 175,631 $34.7M
Ieq Capital, LLC 0.45% Reduce -1.0% 170,853 $33.7M
JPMorgan Chase & Co. 0.00% Add +3.4% 166,284 $32.8M
Royal Bank of Canada 0.01% Add +6.2% 157,592 $31.1M
Kestra Advisory Services, LLC 0.16% Add +464.7% 156,197 $29.3M
ProVise Management Group, LLC 2.05% Add +18.4% 122,313 $24.1M
Raymond James & Associates 0.01% Add +14.4% 114,547 $22.6M
Black Diamond Financial, LLC 3.81% Reduce -2.8% 100,009 $19.7M
Captrust Financial Advisors 0.06% Reduce -3.8% 99,629 $19.7M
Mesirow Financial Investment Management, Inc. 0.44% Reduce -0.1% 97,974 $19.3M
Fsa Wealth Partners, Inc. 5.07% Add +2.9% 93,911 $18.5M
Exencial Wealth Advisors, LLC 0.69% Reduce -1.8% 92,918 $18.3M
Cetera Investment Advisers 0.04% Add +9.0% 86,641 $17.1M
Capital Advantage, Inc. 3.37% Add +5.1% 81,381 $16.5M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -1.4% 80,703 $15.9M
Osaic Holdings, Inc. 0.04% Reduce -15.8% 76,845 $15.2M
American Investment Services, Inc. 2.69% No change 76,856 $15.2M
Cozad Asset Management Inc. 1.49% Add +1.1% 75,829 $15.0M
CreativeOne Wealth, LLC 0.74% Reduce -5.5% 74,215 $14.6M
MA Private Wealth 2.84% Add +3.2% 72,820 $14.4M
Great Valley Advisor Group, Inc. 0.40% Add +20.2% 71,569 $14.1M
Systelligence, LLC 3.65% Reduce -9.0% 69,531 $13.7M
Creative Planning 0.01% Add +0.1% 62,646 $12.4M
Keel Point, LLC 1.11% Reduce -4.4% 63,053 $12.3M
Win Advisors, Inc. 5.37% New 60,911 $12.0M
Annapolis Financial Services, LLC 3.85% Add +9.1% 60,312 $11.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.34% Add +7.4% 57,342 $11.3M
HB Wealth Management, LLC 0.13% No change 54,542 $10.8M
Capital Investment Advisors, LLC 0.24% Add +16.3% 53,169 $10.5M
Janney Montgomery Scott LLC 0.03% Add +0.3% 49,304 $9.7M
Baird Financial Group, Inc. 0.02% Reduce -7.2% 48,404 $9.5M
Schmidt P J Investment Management Inc. 1.73% Add +2.4% 48,021 $9.5M
Phillips Financial Management, LLC 0.75% Reduce -1.6% 46,265 $9.1M
TriaGen Wealth Management LLC 3.35% Add +3.9% 43,978 $8.7M
Bank of New York Mellon Corp 0.00% Reduce -1.1% 42,939 $8.5M
Sensible Financial Planning & Management, LLC. 1.82% Add +4.7% 42,667 $8.4M
Berkshire Money Management, Inc. 1.02% Add +78.6% 42,603 $8.4M
Florida Financial Advisors, LLC 5.02% Reduce -1.3% 42,420 $8.4M
Destination Wealth Management 0.27% Reduce -2.9% 42,160 $8.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +4.9% 40,415 $8.0M
Gray Wealth Management Inc. 3.37% Add +2.1% 39,612 $7.8M
Baker Ellis Asset Management LLC 1.14% Add +23.0% 38,295 $7.6M
Farther Finance Advisors, LLC 0.34% Reduce -5.6% 35,147 $7.0M
Physician Wealth Advisors, Inc. 1.23% Add +4.5% 32,678 $6.7M
IFP Advisors, Inc 0.26% Reduce -2.0% 33,544 $6.6M
Diversified Trust Co. 0.18% Reduce -13.8% 32,797 $6.5M
Equita Financial Network, Inc. 2.61% No change 31,633 $6.2M
Goldman Sachs Group Inc. 0.00% Add +976.1% 31,443 $6.2M
Strategic Blueprint, LLC 0.40% Add +5.8% 30,105 $5.9M
Steph & Co. 2.02% Reduce -2.4% 29,964 $5.9M
Tradition Wealth Management, LLC 0.56% Reduce -1.7% 29,116 $5.7M
Legacy Advisory Services, LLC 5.02% Add +0.5% 27,826 $5.5M
Waterford Advisors, LLC 2.16% Reduce -0.3% 26,162 $5.2M
Cresset Asset Management, LLC 0.02% New 25,762 $5.1M
Calton & Associates, Inc. 2.46% Reduce -4.0% 24,894 $4.9M
Zhang Financial LLC 0.34% Add +5.7% 24,734 $4.9M
Beacon Pointe Advisors, LLC 0.06% No change 24,382 $4.8M
MML Investors Services, LLC 0.02% Reduce -15.2% 24,045 $4.7M
Moneta Group Investment Advisors LLC 0.08% Reduce -1.0% 23,995 $4.7M
Avantax Advisory Services, Inc. 0.03% Add +13.6% 23,766 $4.7M
Private Advisor Group, LLC 0.03% Reduce -2.1% 23,383 $4.6M
James J. Burns & Company, LLC 0.91% Add +510.1% 23,354 $4.6M
Coldstream Capital Management Inc. 0.11% Reduce -1.3% 22,293 $4.4M
Stokes Family Office, LLC 0.52% No change 22,280 $4.4M
FMR LLC 0.00% Add +8.5% 21,963 $4.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -2.9% 21,333 $4.2M
Wealthfront Advisers LLC 0.01% Add +9.7% 20,953 $4.1M
GeoWealth Management, LLC 0.17% Reduce -80.5% 20,354 $4.0M
Prime Capital Investment Advisors, LLC 0.06% No change 20,179 $4.0M
Kestra Investment Management, LLC 0.27% — 20,026 $4.0M
Sanctuary Advisors, LLC 0.03% — 21,452 $3.9M
USAdvisors Wealth Management, LLC 1.35% Add +6.0% 19,513 $3.8M
Buttonwood Financial Group, LLC 2.15% Reduce -1.2% 19,025 $3.8M
StoneX Group Inc. 0.29% Add +0.4% 18,477 $3.7M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -13.4% 18,306 $3.6M
Elevation Capital Advisory, LLC 1.64% — 18,210 $3.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.39% Add +16.5% 18,035 $3.6M

"% 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 422 holders