Vngrd Mrngstr MG Cap ETF-UsdMGCETF

13F holders, Q4 2024 (December 31)
460holders +33
27new positions
24sold out
3famous investors
$212.27avg. 13F price*

At the end of Q4 2024, 460 institutions reported holding Vngrd Mrngstr MG Cap ETF-Usd (MGC) in their 13F filings, up 33 from Q3 2024. 27 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($341.5M), Morgan Stanley ($136.3M) and Wells Fargo & Company ($117.8M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions27$40.1M
Exits24$16.7M

All 13F filers, Q3 2024 → Q4 2024: 765,761 shares bought and 766,375 shares sold, net −614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 460 holders

Bank of America Corp. 0.03% Reduce -0.3% 1,605,703 $341.5M
Morgan Stanley 0.01% Add +1.6% 640,835 $136.3M
Wells Fargo & Company 0.03% Add +20.3% 554,056 $117.8M
New York Life Investment Management LLC 1.11% Add +3.3% 536,666 $114.1M
Ameriprise Financial Inc. 0.03% Add +3.8% 528,405 $112.3M
Wooster Corthell Wealth Management, Inc. 21.85% Reduce -3.1% 472,036 $100.4M
Leavell Investment Management, Inc. 4.90% Add +3.3% 470,036 $100.0M
Envestnet Asset Management Inc. 0.03% Reduce -2.7% 438,821 $93.3M
LPL Financial LLC 0.04% Add +13.5% 429,445 $91.3M
Cadence Bank 6.12% Add +0.8% 424,837 $90.3M
PNC Financial Services Group, Inc. 0.06% Add +1.9% 410,655 $87.3M
Apella Capital, LLC 3.32% Reduce -7.7% 407,144 $86.6M
UBS Group AG 0.02% Reduce -4.3% 368,516 $78.4M
Raymond James Financial Inc. 0.02% — 307,373 $65.4M
Forvis Mazars Wealth Advisors, LLC 1.13% Reduce -19.7% 230,187 $49.0M
Truist Financial Corp. 0.08% Add +5.0% 228,744 $48.6M
Summit Wealth & Retirement Planning, Inc. 14.74% Add +20.8% 223,935 $47.6M
Concourse Financial Group Securities, Inc. 2.60% Add +0.2% 208,889 $45.9M
Verus Financial Partners, Inc. 5.10% Reduce -3.4% 215,745 $45.5M
Captrust Financial Advisors 0.12% Add +0.3% 198,141 $42.1M
Commonwealth Equity Services, LLC 0.06% Add +1.7% 196,654 $41.8M
One Capital Management, LLC 1.37% Reduce -2.4% 194,643 $41.4M
Ieq Capital, LLC 0.34% Reduce -2.1% 166,033 $35.3M
Royal Bank of Canada 0.01% Reduce -1.1% 159,651 $34.0M
Orion Porfolio Solutions, LLC 0.34% Reduce -8.2% 158,428 $33.7M
Orion Portfolio Solutions, LLC 0.34% Reduce -8.2% 158,428 $33.7M
Rockefeller Capital Management L.P. 0.08% Reduce -16.3% 148,572 $31.6M
Northwestern Mutual Wealth Management Co. 0.02% Add +92.3% 134,196 $28.5M
ProVise Management Group, LLC 2.34% Add +1.9% 128,137 $27.2M
Mesirow Financial Investment Management, Inc. 0.44% Reduce -47.7% 103,019 $21.9M
Black Diamond Financial, LLC 3.15% Reduce -0.8% 98,881 $21.0M
Fsa Wealth Partners, Inc. 4.88% Add +1.9% 97,887 $20.8M
Cetera Investment Advisers 0.04% Add +1.6% 93,988 $20.0M
Exencial Wealth Advisors, LLC 0.71% Reduce -2.7% 90,703 $19.3M
Atlantic Union Bankshares Corp 1.06% Add +5.0% 85,922 $18.3M
GeoWealth Management, LLC 0.60% Reduce -3.0% 85,684 $18.2M
Capital Advantage, Inc. 3.28% Add +2.6% 84,711 $18.0M
Osaic Holdings, Inc. 0.04% Add +10.9% 81,914 $17.4M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -0.3% 80,743 $17.2M
American Investment Services, Inc. 2.90% Reduce -0.3% 77,116 $16.4M
MA Private Wealth 2.91% Add +3.3% 73,079 $15.5M
Creative Planning 0.01% Add +14.4% 72,118 $15.3M
Cozad Asset Management Inc. 1.41% Reduce -1.5% 70,961 $15.1M
Modera Wealth Management, LLC 0.18% Add +5628.7% 70,635 $15.0M
VSM Wealth Advisory, LLC 5.35% — 70,582 $15.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.40% Add +6.5% 69,940 $14.9M
Great Valley Advisor Group, Inc. 0.32% Add +4.3% 67,941 $14.4M
Capital Investment Advisors, LLC 0.28% Add +8.4% 63,866 $13.6M
CreativeOne Wealth, LLC 0.42% Reduce -14.8% 63,788 $13.6M
JPMorgan Chase & Co. 0.00% Reduce -66.8% 55,307 $11.8M
Sensible Financial Planning & Management, LLC. 2.43% Add +23.6% 55,219 $11.7M
HB Wealth Management, LLC 0.12% Add +0.3% 55,002 $11.7M
Two Sigma Investments, LP 0.03% New 54,800 $11.7M
Systelligence, LLC 2.79% Reduce -20.3% 53,090 $11.3M
Keel Point, LLC 0.90% Reduce -13.2% 52,763 $11.2M
Berkshire Money Management, Inc. 1.14% Add +0.7% 49,391 $10.5M
Schmidt P J Investment Management Inc. 1.79% Reduce -2.3% 48,568 $10.3M
Baird Financial Group, Inc. 0.02% Add +1.0% 48,521 $10.3M
Janney Montgomery Scott LLC 0.03% Reduce -0.3% 48,378 $10.3M
TriaGen Wealth Management LLC 3.32% Reduce -0.0% 46,314 $9.8M
Blackston Financial Advisory Group, LLC 4.83% Add +3.5% 45,569 $9.7M
Segment Wealth Management, LLC 0.66% New 45,536 $9.7M
Kestra Advisory Services, LLC 0.05% Reduce -68.9% 45,300 $9.6M
Phillips Financial Management, LLC 0.75% Reduce -3.4% 44,553 $9.5M
Bank of New York Mellon Corp 0.00% Add +0.0% 42,428 $9.0M
Destination Wealth Management 0.27% Reduce -6.2% 41,016 $8.7M
Florida Financial Advisors, LLC 3.89% Reduce -7.9% 40,901 $8.7M
Gray Wealth Management Inc. 3.29% Add +1.1% 40,789 $8.7M
Baker Ellis Asset Management LLC 1.22% Add +2.0% 39,093 $8.3M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -2.7% 38,838 $8.3M
Strategic Blueprint, LLC 0.44% Add +4.1% 35,022 $7.4M
Colorado Capital Management, Inc. 3.61% Add +48.6% 35,014 $7.4M
Diversified Trust Co. 0.18% No change 33,867 $7.2M
Physician Wealth Advisors, Inc. 1.21% Add +2.8% 33,612 $7.1M
Equita Financial Network, Inc. 2.43% Add +0.1% 31,662 $6.7M
Kestra Investment Management, LLC 0.25% Add +16.3% 29,948 $6.4M
Steph & Co. 2.10% Reduce -2.7% 29,287 $6.2M
Legacy Advisory Services, LLC 5.28% Reduce 0.0% 29,129 $6.2M
Tradition Wealth Management, LLC 0.54% Reduce -2.1% 28,860 $6.1M
HighTower Advisors, LLC 0.01% Add +42.4% 27,924 $5.9M
Calton & Associates, Inc. 2.57% Add +61.5% 27,343 $5.8M
Wealthfront Advisers LLC 0.02% Add +13.6% 25,955 $5.5M
Waterford Advisors, LLC 2.81% Reduce -1.5% 25,946 $5.5M
IFP Advisors, Inc 0.18% Reduce -7.8% 25,849 $5.5M
Zhang Financial LLC 0.31% Add +4.4% 25,718 $5.5M
MML Investors Services, LLC 0.02% Add +6.1% 25,718 $5.5M
Avantax Advisory Services, Inc. 0.03% Add +2.5% 24,828 $5.3M
Cresset Asset Management, LLC 0.03% Reduce -3.5% 24,691 $5.3M
Moneta Group Investment Advisors LLC 0.07% Add +1.9% 24,353 $5.2M
FMR LLC 0.00% Add +5.0% 23,859 $5.1M
Coldstream Capital Management Inc. 0.11% Reduce -4.3% 23,830 $5.1M
Fiduciary Advisors, Inc. 5.00% — 23,361 $5.0M
Montag A & Associates Inc. 0.23% New 22,960 $4.9M
Private Advisor Group, LLC 0.03% Reduce -2.4% 22,398 $4.8M
Stokes Family Office, LLC 0.51% Add +0.5% 22,395 $4.8M
Sanctuary Advisors, LLC 0.03% Add +0.1% 20,659 $4.5M
Jones Financial Companies LLLP 0.00% Add +68.8% 20,859 $4.4M
USAdvisors Wealth Management, LLC 1.44% Add +2.5% 20,786 $4.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -1.8% 20,422 $4.3M
Prime Capital Investment Advisors, LLC 0.06% No change 20,144 $4.3M

"% 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 460 holders