Vngrd Mrngstr MG Cap ETF-UsdMGCETF

13F holders, Q3 2024 (September 30)
427holders +5
33new positions
23sold out
3famous investors
$206.07avg. 13F price*

At the end of Q3 2024, 427 institutions reported holding Vngrd Mrngstr MG Cap ETF-Usd (MGC) in their 13F filings, up 5 from Q2 2024. 33 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($332.9M), Morgan Stanley ($130.3M) and New York Life Investment Management LLC ($107.4M). 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 (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions33$36.6M
Exits23$30.8M

All 13F filers, Q2 2024 → Q3 2024: 857,559 shares bought and 683,023 shares sold, net +174,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 427 holders

Bank of America Corp. 0.03% Add +1.4% 1,611,021 $332.9M
Morgan Stanley 0.01% Reduce -0.0% 630,572 $130.3M
New York Life Investment Management LLC 1.04% Reduce -13.6% 519,636 $107.4M
Ameriprise Financial Inc. 0.03% Add +4.7% 509,124 $105.2M
Wooster Corthell Wealth Management, Inc. 21.47% Reduce -0.5% 487,152 $100.7M
Wells Fargo & Company 0.02% Reduce -0.7% 460,500 $95.2M
Leavell Investment Management, Inc. 4.69% Add +5.7% 455,028 $94.0M
Envestnet Asset Management Inc. 0.03% Add +1.7% 451,194 $93.2M
Apella Capital, LLC 3.71% Add +14.8% 441,217 $90.2M
Cadence Bank 6.00% Reduce -0.6% 421,379 $87.1M
PNC Financial Services Group, Inc. 0.05% Reduce -10.5% 402,943 $83.3M
UBS Group AG 0.02% Add +1.1% 385,245 $79.6M
LPL Financial LLC 0.03% Add +1.9% 378,373 $78.2M
Forvis Mazars Wealth Advisors, LLC 1.36% Reduce -1.6% 286,801 $59.3M
Verus Financial Partners, Inc. 5.00% Add +0.4% 223,343 $45.7M
Truist Financial Corp. 0.07% Reduce -31.6% 217,863 $45.0M
Concourse Financial Group Securities, Inc. 2.56% Reduce -0.4% 208,412 $43.1M
One Capital Management, LLC 1.31% Add +13.2% 199,403 $41.2M
Captrust Financial Advisors 0.12% Add +98.4% 197,628 $40.8M
Mesirow Financial Investment Management, Inc. 0.79% Add +101.0% 196,948 $40.7M
Commonwealth Equity Services, LLC 0.06% Add +4.7% 193,374 $40.0M
Raymond James Financial Services Advisors, Inc. 0.05% Add +4.1% 189,237 $39.1M
Summit Wealth & Retirement Planning, Inc. 12.23% Add +0.0% 185,372 $38.3M
Rockefeller Capital Management L.P. 0.10% Reduce -1.7% 177,445 $36.7M
Orion Porfolio Solutions, LLC 0.36% Reduce -1.8% 172,552 $35.7M
Orion Portfolio Solutions, LLC 0.36% Reduce -1.8% 172,552 $35.7M
Ieq Capital, LLC 0.43% Reduce -0.8% 169,577 $35.0M
JPMorgan Chase & Co. 0.00% Add +0.2% 166,688 $34.4M
Royal Bank of Canada 0.01% Add +2.4% 161,416 $33.4M
Kestra Advisory Services, LLC 0.17% Reduce -6.7% 145,783 $30.1M
ProVise Management Group, LLC 2.06% Add +2.9% 125,795 $26.0M
Raymond James & Associates 0.01% Reduce -0.9% 113,498 $23.5M
Black Diamond Financial, LLC 3.50% Reduce -0.3% 99,716 $20.6M
Fsa Wealth Partners, Inc. 4.80% Add +2.3% 96,099 $19.9M
Exencial Wealth Advisors, LLC 0.69% Add +0.3% 93,180 $19.3M
Cetera Investment Advisers 0.04% Add +6.8% 92,551 $19.1M
GeoWealth Management, LLC 0.64% Add +334.1% 88,347 $18.3M
Capital Advantage, Inc. 3.27% Add +1.4% 82,526 $17.1M
Atlantic Union Bankshares Corp 0.98% New 81,821 $16.9M
Cambridge Investment Research Advisors, Inc. 0.06% Add +0.4% 81,015 $16.7M
American Investment Services, Inc. 2.67% Add +0.6% 77,327 $16.0M
CreativeOne Wealth, LLC 0.53% Add +0.9% 74,895 $15.5M
Osaic Holdings, Inc. 0.03% Reduce -3.9% 73,869 $15.3M
Cozad Asset Management Inc. 1.42% Reduce -5.0% 72,047 $14.9M
MA Private Wealth 2.73% Reduce -2.8% 70,755 $14.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +299.8% 69,796 $14.4M
Annapolis Financial Services, LLC 4.19% Add +13.5% 68,432 $14.1M
Systelligence, LLC 3.41% Reduce -4.2% 66,582 $13.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.38% Add +14.5% 65,673 $13.6M
Great Valley Advisor Group, Inc. 0.33% Reduce -9.0% 65,141 $13.5M
Creative Planning 0.01% Add +0.6% 63,033 $13.0M
Keel Point, LLC 1.05% Reduce -3.6% 60,803 $12.6M
Capital Investment Advisors, LLC 0.25% Add +10.8% 58,889 $12.2M
HB Wealth Management, LLC 0.12% Add +0.6% 54,855 $11.3M
Schmidt P J Investment Management Inc. 1.77% Add +3.5% 49,685 $10.3M
Berkshire Money Management, Inc. 1.16% Add +15.1% 49,028 $10.1M
Janney Montgomery Scott LLC 0.03% Reduce -1.6% 48,502 $10.0M
Baird Financial Group, Inc. 0.02% Reduce -0.7% 48,044 $9.9M
TriaGen Wealth Management LLC 3.21% Add +5.3% 46,333 $9.6M
Phillips Financial Management, LLC 0.74% Reduce -0.3% 46,122 $9.5M
Sensible Financial Planning & Management, LLC. 1.82% Add +4.7% 44,671 $9.2M
Florida Financial Advisors, LLC 4.73% Add +4.7% 44,415 $9.2M
Blackston Financial Advisory Group, LLC 4.71% New 44,051 $9.1M
Destination Wealth Management 0.28% Add +3.7% 43,706 $9.0M
Bank of New York Mellon Corp 0.00% Reduce -1.2% 42,427 $8.8M
Gray Wealth Management Inc. 3.29% Add +1.9% 40,356 $8.3M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -1.2% 39,914 $8.2M
Baker Ellis Asset Management LLC 1.12% Add +0.0% 38,308 $7.9M
Farther Finance Advisors, LLC 0.27% Add +0.2% 35,214 $7.3M
Diversified Trust Co. 0.18% Add +3.3% 33,867 $7.0M
Strategic Blueprint, LLC 0.43% Add +11.7% 33,636 $7.0M
Physician Wealth Advisors, Inc. 1.23% Add +0.0% 32,684 $6.8M
Equita Financial Network, Inc. 2.39% No change 31,633 $6.5M
Steph & Co. 1.98% Add +0.5% 30,110 $6.2M
Tradition Wealth Management, LLC 0.54% Add +1.2% 29,476 $6.1M
Legacy Advisory Services, LLC 5.17% Add +4.7% 29,130 $6.0M
IFP Advisors, Inc 0.21% Reduce -16.4% 28,030 $5.8M
Waterford Advisors, LLC 2.78% Add +0.7% 26,347 $5.4M
Kestra Investment Management, LLC 0.23% Add +28.6% 25,759 $5.3M
Cresset Asset Management, LLC 0.02% Reduce -0.7% 25,587 $5.3M
Coldstream Capital Management Inc. 0.11% Add +11.7% 24,898 $5.1M
Zhang Financial LLC 0.32% Reduce -0.4% 24,635 $5.1M
Beacon Pointe Advisors, LLC 0.06% Add +0.2% 24,433 $5.0M
MML Investors Services, LLC 0.02% Add +0.8% 24,234 $5.0M
Avantax Advisory Services, Inc. 0.03% Add +1.9% 24,221 $5.0M
Moneta Group Investment Advisors LLC 0.07% Reduce -0.4% 23,889 $4.9M
Colorado Capital Management, Inc. 2.40% Add +126.7% 23,566 $4.9M
Private Advisor Group, LLC 0.03% Reduce -1.9% 22,948 $4.7M
Wealthfront Advisers LLC 0.01% Add +9.1% 22,850 $4.7M
FMR LLC 0.00% Add +3.5% 22,727 $4.7M
Stokes Family Office, LLC 0.50% No change 22,280 $4.6M
Sanctuary Advisors, LLC 0.03% Reduce -3.8% 20,631 $4.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -2.5% 20,796 $4.3M
USAdvisors Wealth Management, LLC 1.46% Add +3.9% 20,277 $4.2M
Prime Capital Investment Advisors, LLC 0.06% Reduce -0.2% 20,144 $4.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.35% Add +9.5% 19,746 $4.1M
HighTower Advisors, LLC 0.01% Add +17.9% 19,605 $4.0M
Jackson Wealth Management, LLC 0.46% Add +89.4% 18,796 $3.9M
James J. Burns & Company, LLC 0.70% Reduce -19.8% 18,721 $3.9M
Atria Investments, Inc 0.05% Add +15.8% 18,286 $3.8M

"% 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 427 holders