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
Focus Partners Wealth 0.01% Add +119.6% 20,003 $4.3M
Jackson Wealth Management, LLC 0.46% Add +0.4% 18,873 $4.0M
Goldman Sachs Group Inc. 0.00% Add +67.2% 18,673 $4.0M
Buttonwood Financial Group, LLC 2.18% Reduce -0.6% 17,867 $3.9M
James J. Burns & Company, LLC 0.67% Reduce -3.4% 18,081 $3.8M
StoneX Group Inc. 0.21% Reduce -1.4% 18,010 $3.8M
Atria Wealth Solutions, Inc. 0.04% Reduce -3.2% 16,294 $3.5M
Archford Capital Strategies, LLC 0.52% Add +1.6% 16,098 $3.4M
1900 Wealth Management LLC 0.28% Reduce -0.6% 15,563 $3.3M
Atria Investments, Inc 0.04% Reduce -16.0% 15,365 $3.3M
Flagship Wealth Advisors, LLC 1.86% — 14,921 $3.2M
Security Financial Services, INC. 0.63% Reduce -0.5% 14,651 $3.1M
Prospera Financial Services Inc 0.07% Add +8.7% 14,623 $3.1M
Leo Wealth, LLC 0.28% Add +0.1% 14,479 $3.1M
Park Avenue Securities LLC 0.03% Reduce -0.0% 14,444 $3.1M
Valmark Advisers, Inc. 0.05% No change 14,072 $3.0M
Veridan Wealth LLC 1.39% — 13,700 $3.0M
Topsail Wealth Management, LLC 0.63% — 13,935 $3.0M
HF Advisory Group, LLC 1.36% Add +0.0% 13,905 $3.0M
Patten & Patten Inc. 0.20% New 13,878 $3.0M
Kestra Private Wealth Services, LLC 0.05% Add +3.1% 13,841 $2.9M
Retirement Capital Strategies 1.11% Reduce -0.0% 13,816 $2.9M
Susquehanna International Group, LLP 0.00% New 13,803 $2.9M
Hilltop Wealth Advisors, LLC 1.47% Reduce -1.6% 13,635 $2.9M
Brand Asset Management Group, Inc. 1.17% Reduce -2.6% 13,565 $2.9M
Mariner, LLC 0.00% Add +1.8% 13,444 $2.9M
Thoroughbred Financial Services, LLC 0.17% Add +0.0% 13,222 $2.8M
Aptus Capital Advisors, LLC 0.03% Add +7.0% 13,091 $2.8M
Alliancebernstein L.P. 0.00% Reduce -0.3% 13,047 $2.8M
Franklin Resources Inc. 0.00% No change 13,042 $2.8M
Parallel Advisors, LLC 0.06% Reduce -14.1% 12,649 $2.7M
West Wealth Group, LLC 0.80% Add +9.7% 12,579 $2.7M
Bluespring Wealth Management, LLC 0.27% Reduce -0.1% 12,231 $2.6M
Tocqueville Asset Management L.P. 0.04% No change 12,225 $2.6M
David Kennon Inc 1.02% Add +0.3% 12,126 $2.6M
Guidance Capital, Inc. 0.74% Add +4.9% 10,977 $2.4M
Matthew Goff Investment Advisor, LLC 0.45% Reduce -0.3% 11,272 $2.4M
Clear Creek Financial Management, LLC 0.24% Reduce -15.8% 10,563 $2.2M
Heartwood Wealth Advisors LLC 0.25% Add +2.7% 10,401 $2.2M
US Bancorp \de 0.00% Reduce -2.8% 10,400 $2.2M
Savant Capital, LLC 0.02% Add +0.8% 10,386 $2.2M
Lazard Asset Management LLC 0.00% Reduce -4.5% 10,275 $2.2M
Old National Bancorp 0.05% Reduce -15.1% 10,166 $2.2M
Cerity Partners LLC 0.00% Reduce -0.3% 10,136 $2.2M
Financial Freedom, LLC 1.13% Add +8.4% 10,091 $2.1M
Buttonwood Financial Advisors Inc. 0.90% Reduce -3.2% 9,594 $2.0M
Hardy Reed LLC 0.18% No change 9,400 $2.0M
NewEdge Advisors, LLC 0.01% Add +4.2% 9,350 $2.0M
Sovran Advisors, LLC 0.28% — 9,437 $2.0M
Renaissance Technologies 0.00% Add +8.1% 9,300 $2.0M
Nations Financial Group Inc, /Ia/ 0.14% Reduce -1.4% 9,252 $2.0M
Choreo, LLC 0.03% No change 9,165 $1.9M
Harbour Investments, Inc. 0.06% Add +5.7% 9,119 $1.9M
Fortress Financial Solutions, LLC 2.74% — 9,043 $1.9M
Stifel Financial Corp. 0.00% Add +15.3% 8,840 $1.9M
Certified Advisory Corp 0.20% Reduce -4.3% 8,568 $1.8M
Salem Investment Counselors Inc. 0.06% Add +3.1% 8,457 $1.8M
Stratos Wealth Partners, LTD. 0.03% Add +36.5% 8,449 $1.8M
Wesbanco Bank Inc. 0.06% No change 8,423 $1.8M
Vanguard Group Inc. 0.00% Add +59.2% 8,244 $1.8M
Steward Partners Investment Advisory, LLC 0.02% Add +3.0% 8,209 $1.7M
Legacy Private Trust Co. 0.11% No change 8,142 $1.7M
Michael A. Dubis Financial Planning, LLC 1.60% — 7,785 $1.7M
CoreCap Advisors, LLC 0.07% Add +4.2% 7,681 $1.6M
BlackRock, Inc. 0.00% Add +619.9% 7,595 $1.6M
Royal Fund Management, LLC 0.17% Add +7.1% 7,240 $1.5M
Bawa N Mallick Trust 0.65% — 6,999 $1.5M
Breakwater Investment Management 0.63% Add +19.6% 6,934 $1.5M
LongView Wealth Management 0.43% Reduce -2.6% 6,687 $1.4M
Silvia McColl Wealth Management, LLC 1.02% Add +3.8% 6,414 $1.4M
Simon Quick Advisors, LLC 0.08% No change 6,360 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Reduce -68.0% 6,324 $1.3M
Apexium Financial, LP 0.08% New 6,041 $1.3M
Level Four Advisory Services, LLC 0.05% Reduce -46.6% 6,032 $1.3M
Tempus Wealth Planning, LLC 0.39% New 6,000 $1.3M
Eagle Strategies LLC 0.22% New 5,948 $1.3M
Mather Group, Llc. 0.02% No change 5,849 $1.2M
Strategies Wealth Advisors, LLC 0.15% Reduce -4.0% 5,599 $1.2M
IHT Wealth Management, LLC 0.04% Reduce -10.0% 5,709 $1.2M
MJP Associates Inc. 0.21% Add +0.1% 5,623 $1.2M
Advisor OS, LLC 0.14% Add +0.1% 5,623 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Reduce -0.1% 5,574 $1.2M
Concurrent Investment Advisors, LLC 0.03% Add +92.8% 5,573 $1.2M
RHS Financial, LLC 0.60% Add +0.5% 5,462 $1.2M
Ancora Advisors LLC 0.03% Reduce -0.8% 5,404 $1.1M
Main Street Financial Solutions, LLC 0.11% Reduce -39.8% 5,240 $1.1M
Cassaday & Co Wealth Management LLC 0.03% No change 5,226 $1.1M
TrueWealth Advisors, LLC 0.36% Reduce -3.5% 5,064 $1.1M
Strategic Equity Management 0.45% Reduce -9.9% 5,020 $1.1M
First Financial Corp. 0.50% Reduce -38.2% 5,000 $1.1M
Valley National Advisers Inc. 0.19% No change 4,999 $1.1M
McAdam, LLC 0.06% Reduce -2.5% 4,981 $1.1M
Fort Sheridan Advisors LLC 0.15% Add +8.0% 4,970 $1.1M
Venturi Wealth Management, LLC 0.05% No change 4,875 $1.0M
World Investment Advisors 0.03% Add +7.6% 4,845 $1.0M
MPWM Advisory Solutions, LLC 0.74% — 4,761 $1.0M
FDx Advisors, Inc. 0.29% Reduce -32.1% 4,722 $1.0M
JFS Wealth Advisors, LLC 0.07% Add +3.9% 4,652 $989K
Gibson Capital, LLC 0.20% No change 4,560 $970K
AMG National Trust Bank 0.03% Reduce -4.5% 4,485 $954K
Avestar Capital, LLC 0.09% Add +4.7% 4,429 $942K
Wescott Financial Advisory Group, LLC 0.10% Reduce -28.5% 4,417 $939K
Beaumont Financial Advisors, LLC 0.07% Add +2.5% 4,351 $925K
Checchi Capital Advisers, LLC 0.07% Reduce -30.6% 4,326 $920K
Parsons Capital Management Inc. 0.05% Add +13.1% 4,269 $908K
Pathstone Holdings, LLC 0.00% No change 4,200 $893K
Mercer Global Advisors Inc. 0.00% Add +97.9% 4,132 $879K
Merriman Wealth Management, LLC 0.04% Reduce -11.0% 4,071 $866K
AQR Capital Management 0.00% Add +12.9% 4,057 $863K
Sheaff Brock Investment Advisors, LLC 0.07% No change 3,947 $839K
Spire Wealth Management 0.03% Reduce -1.1% 3,867 $822K
Prospect Financial Group LLC 0.99% — 3,767 $801K
West Financial Advisors, LLC 0.15% Reduce -1.8% 3,730 $793K
Sugarloaf Wealth Management, LLC 0.15% Add +0.3% 3,722 $791K
SOL Capital Management CO 0.09% Add +15.5% 3,721 $791K
D.A. Davidson & Co. 0.01% Add +10.7% 3,697 $786K
Fifth Third Securities, Inc. 0.07% Reduce -6.0% 3,655 $777K
Midwest Capital Advisors, LLC 0.56% — 3,581 $762K
Wealthgarden F.S. LLC 0.71% Add +0.3% 3,557 $756K
Knuff & Co LLC 0.23% Reduce -1.4% 3,545 $754K
Optivise Advisory Services LLC 0.41% Reduce -72.2% 3,538 $752K
ARK & TLK Investments, LLC 0.26% No change 3,525 $750K
Financial Partners Group, Inc 0.11% Add +35.8% 3,477 $739K
CMC Financial Group 1.54% No change 3,385 $720K
Whipplewood Advisors, LLC 0.40% — 3,323 $707K
Sheets Smith Wealth Management 0.09% No change 3,300 $702K
Private Trust Co. NA 0.07% Add +18.9% 3,218 $684K
Maridea Wealth Management LLC 0.22% — 3,214 $683K
Riverchase Wealth Management, LLC 0.51% — 3,195 $679K
Sandy Spring Bank 0.03% Reduce -4.8% 3,180 $676K
Assetmark, Inc. 0.00% Add +1097.3% 3,125 $665K
Sonoma Private Wealth LLC 1.06% Reduce -14.8% 3,100 $659K
Pinnacle Financial Partners Inc 0.01% No change 3,095 $658K
Embree Financial Group 0.11% No change 3,065 $652K
Family Office Research LLC 0.28% — 3,033 $645K
Claro Advisors Inc. 0.09% Add +5.2% 3,002 $638K
Independent Advisor Alliance 0.01% New 3,000 $638K
Mosaic Family Wealth Partners, LLC 0.09% No change 2,928 $623K
Advisory Services Network, LLC 0.01% Add +2.6% 2,922 $621K
Integrated Wealth Concepts LLC 0.01% Reduce -9.4% 2,914 $620K
OneDigital Investment Advisors LLC 0.01% Reduce -6.0% 2,911 $619K
Mason & Associates, LLC 0.18% Add +0.1% 2,890 $615K
Synovus Financial Corp. 0.01% Reduce -50.5% 2,888 $614K
Flavin Financial Services, Inc. 0.58% — 2,883 $613K
Greenline Partners, LLC 0.09% No change 2,879 $612K
MAI Capital Management 0.00% Add +0.2% 2,846 $605K
Marshall Financial Group, LLC 0.14% Reduce -45.5% 2,750 $585K
Front Row Advisors LLC 0.20% Add +11.0% 2,665 $567K
First Citizens Bank & Trust Co. 0.01% Reduce -7.5% 2,644 $562K
Bay Capital Advisors, LLC 0.45% — 2,625 $558K
Centaurus Financial, Inc. 0.03% Add +0.7% 2,614 $556K
Smith, Moore & Co. 0.05% No change 2,597 $552K
Caitlin John, LLC 0.37% No change 2,582 $549K
Pathway Financial Advisors LLC 0.13% No change 2,555 $543K
Bailard, Inc. 0.01% No change 2,547 $542K
Pacific Sun Financial Corp 0.29% Reduce -1.9% 2,541 $540K
Lord & Richards Wealth Management, LLC 1.13% — 2,517 $535K
Brooklyn FI, LLC 0.18% Reduce -0.7% 2,508 $533K
Rwa Wealth Partners, LLC 0.01% Add +4.3% 2,506 $533K
Capital Planning LLC 0.14% No change 2,506 $533K
HRC Wealth Management, LLC 0.32% Add +62.6% 2,501 $532K
New Republic Capital, LLC 0.35% No change 2,495 $531K
Meridian Wealth Advisors, LLC 0.09% No change 2,488 $529K
FLC Capital Advisors 0.12% No change 2,479 $527K
Client 1ST Advisory Group, LLC 0.20% Reduce -11.4% 2,476 $526K
Ameritas Advisory Services, LLC 0.02% Reduce -9.0% 2,432 $517K
HBW Advisory Services LLC 0.05% Reduce -70.2% 2,416 $514K
Woodard & Co. Asset Management Group Inc. 0.11% Reduce -1.5% 2,404 $511K
BCU Wealth Advisors, LLC 0.29% Add +0.2% 2,388 $508K
Jane Street Group, LLC 0.00% New 2,375 $505K
Apollon Financial, LLC 0.12% Add +1.5% 2,349 $500K
Cullen/Frost Bankers, Inc. 0.01% No change 2,344 $498K
Blair William & Co. 0.00% Add +3.6% 2,330 $495K
Union Savings Bank 0.24% No change 2,327 $495K
Joel Isaacson & Co., LLC 0.02% Add +0.3% 2,319 $493K
Mitchell McLeod Pugh & Williams Inc. 0.10% No change 2,314 $492K
First Pacific Financial 0.11% No change 2,307 $491K
Fifth Third Bancorp 0.00% No change 2,293 $488K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -1.5% 2,288 $487K
River Wealth Advisors LLC 0.06% Reduce -2.2% 2,263 $481K
Compass Ion Advisors, LLC 0.06% Add +27.5% 2,241 $476K
Flagstar Securities, Inc. 0.12% Reduce -0.5% 2,219 $472K
Betterment LLC 0.00% Add +18.4% 2,201 $468K
Summit Investment Advisory Services, LLC 0.24% No change 2,184 $464K
Independent Financial Group, LLC 0.02% Reduce -3.4% 2,175 $463K
Stratos Investment Management, LLC 0.03% No change 2,166 $461K
Haverford Trust Co 0.00% No change 2,125 $452K
Signature Estate & Investment Advisors LLC 0.01% Add +9.5% 2,121 $451K
Financial Synergies Wealth Advisors, Inc. 0.06% Reduce -16.2% 2,116 $450K
Pinnacle Bancorp, Inc. 0.14% No change 2,068 $440K
Capital Advisors, Ltd. LLC 0.06% No change 2,048 $436K
Disciplined Investors, L.L.C. 0.42% — 2,058 $434K
Brown Brothers Harriman & Co. 0.00% No change 2,022 $430K
Financial Counselors Inc. 0.01% No change 2,000 $425K
Revisor Wealth Management LLC 0.39% Add +20.4% 1,979 $421K
Corient Private Wealth LP 0.00% Reduce -13.7% 1,978 $421K
Glass Jacobson Investment Advisors llc 0.14% Add +27.8% 1,935 $412K
Fortis Group Advisors, LLC 0.08% Reduce -51.8% 1,922 $409K
C M Bidwell & Associates Ltd. 0.24% No change 1,836 $390K
Von Berge Wealth Management Group, LLC 0.23% Reduce -6.3% 1,755 $385K
Comerica Bank 0.00% Reduce -13.4% 1,795 $382K
Fisher Asset Management 0.00% Reduce -4.0% 1,784 $379K
Focus Financial Network, Inc. 0.01% Reduce -13.2% 1,755 $373K
Diversify Advisory Services, LLC 0.02% Reduce -6.8% 1,752 $369K
Ewa, LLC 0.14% Add +0.3% 1,728 $367K
CGN Advisors LLC 0.04% Add +13.3% 1,717 $365K
Essex Financial Services, Inc. 0.03% Reduce -1.2% 1,710 $364K
Accurate Wealth Management, LLC 0.07% Reduce -0.3% 1,724 $363K
Investor's Fiduciary Advisor Network, LLC 0.14% — 1,677 $356K
Medallion Wealth Advisors, LLC 0.17% — 1,710 $353K
Clearstead Advisors, LLC 0.01% Reduce -1.7% 1,655 $352K
Monument Group Wealth Advisors, LLC 0.25% Add +0.3% 1,654 $352K
Cwm, LLC 0.00% Reduce -6.9% 1,640 $349K
Fearless Solutions, LLC dba Best Invest 0.26% — 1,610 $342K
Brookstone Capital Management 0.00% Add +1.0% 1,588 $338K
Stage Harbor Financial, LLC 0.29% New 1,574 $335K
RiverFront Investment Group, LLC 0.01% New 1,557 $331K
MWA Asset Management 0.22% Reduce -3.2% 1,530 $325K
Keystone Financial Group 0.03% Add +4.5% 1,524 $324K
PDS Planning, Inc 0.03% Add +1.3% 1,523 $324K
Opes Wealth Management LLC 0.07% New 1,519 $323K
AE Wealth Management LLC 0.00% Reduce -4.1% 1,516 $322K
Northern Trust Corp. 0.00% No change 1,509 $321K
Plante Moran Financial Advisors, LLC 0.03% New 1,498 $319K
Rehmann Capital Advisory Group 0.02% No change 1,488 $316K
Avant Capital LLC 0.26% — 1,483 $315K
Prosperity Financial Group, Inc. 0.16% No change 1,482 $315K
Crux Wealth Advisors 0.17% — 1,466 $312K
Global Retirement Partners, LLC 0.01% Add +1.3% 1,456 $310K
Global Assets Advisory, LLC 0.17% No change 1,450 $308K
ZEGA Investments, LLC 0.09% — 1,365 $301K
TCV Trust & Wealth Management, Inc. 0.03% No change 1,415 $301K
Moloney Securities Asset Management, LLC 0.04% Reduce -9.6% 1,406 $299K
Beacon Pointe Advisors, LLC 0.00% Reduce -94.3% 1,404 $299K
Financial Advocates Investment Management 0.02% Reduce -3.1% 1,376 $293K
Creative Financial Designs Inc. 0.02% Add +1.0% 1,369 $291K
Panoramic Investment Advisors, LLC 0.19% No change 1,350 $287K
LaSalle St. Investment Advisors, LLC 0.09% Reduce -16.9% 1,352 $287K
NorthCoast Asset Management LLC 0.00% Add +0.1% 1,347 $287K
Allworth Financial LP 0.00% Add +335.1% 1,288 $283K
Alpha Cubed Investments, LLC 0.01% Reduce -8.3% 1,327 $282K
Belpointe Asset Management LLC 0.02% Add +0.9% 1,376 $279K
Hobart Private Capital, LLC 0.07% Reduce -15.1% 1,314 $279K
Marino, Stram & Associates LLC 0.06% No change 1,301 $277K
Sfmg, LLC 0.02% No change 1,300 $276K
Maia Wealth LLC 0.06% Add +0.2% 1,273 $276K
AdvisorNet Financial, Inc 0.02% Reduce -7.8% 1,295 $275K
Flagship Private Wealth, LLC 0.13% Add +0.2% 1,292 $275K
PFG Advisors 0.02% Reduce -53.9% 1,241 $264K
Apollon Wealth Management, LLC 0.01% New 1,218 $259K
Garden State Investment Advisory Services LLC 0.08% No change 1,213 $258K
Principal Securities, Inc. 0.01% Add +83.8% 1,204 $256K
Institute for Wealth Management, LLC. 0.03% Add +3.6% 1,195 $254K
National Wealth Management Group, LLC 0.17% New 1,188 $253K
Johnson Investment Counsel Inc. 0.00% Add +17.3% 1,151 $245K
Equitable Holdings, Inc. 0.00% Reduce -17.6% 1,149 $244K
Hubbell Strickland Wealth Management, LLC 0.11% Add +1.7% 1,102 $234K
TrinityPoint Wealth, LLC 0.03% Add +11.0% 1,097 $233K
Summit X, LLC 0.05% Reduce -4.7% 1,093 $232K
Davidson Trust Co. 0.12% No change 1,091 $232K
Davidson Investment Advisors 0.01% No change 1,091 $232K
Hollencrest Capital Management 0.01% Reduce -5.3% 1,091 $232K
Soltis Investment Advisors LLC 0.02% Reduce -0.4% 1,075 $229K
Prosperity Wealth Management, Inc. 0.09% Add +7.5% 1,074 $228K
Summit Asset Management, LLC 0.04% No change 1,050 $223K
Empower Advisory Group, LLC 0.00% Add +1.4% 1,047 $223K
Modern Wealth Management, LLC 0.01% Reduce -29.3% 1,034 $220K
Geneos Wealth Management Inc. 0.01% Add +6.6% 1,029 $219K
Peapack Gladstone Financial Corp. 0.00% No change 1,024 $218K
Ascentis Independent Advisors 0.04% Reduce -10.5% 1,022 $217K
Warner Financial, Inc. 0.09% Add +0.3% 1,021 $217K
EP Wealth Advisors, LLC 0.00% Reduce -2.3% 1,011 $215K
Curio Wealth, LLC 0.12% — 1,006 $214K
Nwam LLC 0.01% Add +0.2% 995 $212K
Gries Financial LLC 0.04% Reduce -1.5% 988 $210K
Bleakley Financial Group, LLC 0.01% New 982 $209K
Glenmede Trust Co. NA 0.00% No change 979 $208K
Retirement Planning Group, LLC 0.01% Reduce -0.2% 977 $208K
Waterloo Capital, L.P. 0.02% No change 975 $207K
Wealthspire Advisors, LLC 0.00% New 973 $207K
Waverly Advisors, LLC 0.00% New 961 $204K
Mutual Advisors, LLC 0.01% Reduce -15.0% 953 $204K
First Western Trust Bank 0.01% Reduce -24.3% 958 $204K
Onyx Bridge Wealth Group LLC 0.03% New 956 $203K
Silver Oak Securities, Incorporated 0.02% New 899 $192K
Smartleaf Asset Management LLC 0.02% Reduce -0.3% 870 $186K
Salomon & Ludwin, LLC 0.02% No change 861 $183K
Oakworth Capital, Inc. 0.01% No change 817 $174K
Princeton Global Asset Management LLC 0.03% No change 800 $170K
Beacon Capital Management, LLC 0.02% No change 783 $167K
Roble, Belko & Company, Inc 0.03% No change 742 $158K
Operose Advisors LLC 0.05% No change 741 $158K
Armstrong Advisory Group, Inc. 0.01% No change 720 $153K
Qube Research & Technologies Ltd 0.00% Add +52.2% 586 $125K
Wells Financial Advisors INC 0.16% No change 549 $117K
Cape Investment Advisory, Inc. 0.05% Reduce -16.5% 545 $116K
Northwest Capital Management Inc 0.05% No change 513 $109K
Fairscale Capital, LLC 0.09% No change 495 $105K
Larson Financial Group LLC 0.01% Add +0.2% 475 $101K
Glen Eagle Advisors, LLC 0.01% Add +68.4% 426 $91K
Archer Investment Corp 0.02% No change 413 $88K
Coppell Advisory Solutions LLC 0.01% Reduce -86.1% 396 $85K
Bokf, NA 0.00% No change 389 $82K
NBT Bank, N.A. 0.01% No change 374 $80K
Oxford Financial Group, LTD. LLC 0.01% No change 360 $77K
Sunbelt Securities, Inc. 0.01% Add +0.3% 344 $73K
MCF Advisors LLC 0.00% Add +0.4% 281 $60K
Country Trust Bank 0.00% No change 280 $60K
Empirical Asset Management, LLC 0.02% Reduce -0.0% 33,880 $55K
Kohmann Bosshard Financial Services, LLC 0.01% New 258 $55K
City State Bank 0.02% No change 232 $49K
Comprehensive Financial Planning, Inc. 0.04% — 211 $45K
AllSquare Wealth Management LLC 0.03% No change 210 $45K
Acima Private Wealth, LLC 0.01% No change 210 $45K
Rialto Wealth Management, LLC 0.01% — 210 $45K
Vaughan Nelson Investment Management, L.P. 0.00% No change 205 $44K
Trust Co. of Vermont 0.00% No change 202 $43K
Future Financial Wealth Managment LLC 0.03% No change 200 $43K
Signaturefd, LLC 0.00% No change 199 $42K
Tsfg, LLC 0.01% New 199 $42K
Center for Financial Planning, Inc. 0.01% No change 195 $41K
Key Financial Inc 0.01% New 190 $40K
Milestone Investment Advisors LLC 0.01% No change 176 $37K
PFG Private Wealth Management, LLC 0.02% No change 158 $34K
Bank of Montreal 0.00% No change 158 $34K
SBI Securities Co., Ltd. 0.00% — 147 $31K
Decker Retirement Planning Inc. 0.02% — 141 $30K
Golden State Wealth Management, LLC 0.00% — 135 $29K
Game Plan Financial Advisors, LLC 0.01% No change 130 $28K
Avior Wealth Management, LLC 0.00% No change 120 $26K
Stuart Chaussee & Associates, Inc. 0.01% No change 115 $24K
Crews Bank & Trust 0.00% — 115 $24K
Nova Wealth Management, Inc. 0.02% — 100 $21K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 100 $21K
Federation des caisses Desjardins du Quebec 0.00% Reduce -94.5% 100 $21K
Park Square Financial Group, LLC 0.01% — 97 $21K
Creekmur Asset Management LLC 0.00% No change 95 $20K
Main Street Group, LTD 0.01% No change 93 $20K
Quest 10 Wealth Builders, Inc. 0.02% — 83 $18K
GPS Wealth Strategies Group, LLC 0.00% Add +1.3% 77 $16K
Central Pacific Bank - Trust Division 0.00% Add +36.0% 68 $14K
Coston, McIsaac & Partners 0.00% No change 69 $14K
Johnson Financial Group, Inc. 0.00% No change 50 $11K
Sound Income Strategies, LLC 0.00% No change 50 $11K
Bristlecone Advisors, LLC 0.00% No change 37 $8K
Arax Advisory Partners 0.00% Add +25.0% 35 $7K
Continuum Advisory, LLC 0.00% No change 32 $7K
Transce3nd, LLC 0.00% — 31 $7K
Abound Wealth Management 0.00% Add +766.7% 26 $6K
Gen-Wealth Partners Inc 0.00% No change 25 $5K
Synergy Investment Management, LLC 0.00% — 24 $5K
Bfsg, LLC 0.00% No change 20 $4K
RE Dickinson Investment Advisors, LLC 0.00% Add +4366.7% 1,340 $3K
Red Tortoise LLC 0.00% New 10 $2K
EverSource Wealth Advisors, LLC 0.00% New 9 $2K
Bridge Generations Wealth Management LLC 0.00% — 5 $1K
Lanark Financial, Inc. 0.10% — 4 $1K
Private Wealth Management Group, LLC 0.00% No change 3 $638
Old Second National Bank of Aurora 0.00% New 1 $213
Tower Research Capital LLC (TRC) 0.00% Reduce -99.8% 1 $213

"% 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.