Vngrd Mrngstr MG Cap ETF-UsdMGCETF

13F holders, Q1 2025 (March 31)
454holders −6
35new positions
36sold out
4famous investors
$201.18avg. 13F price*

At the end of Q1 2025, 454 institutions reported holding Vngrd Mrngstr MG Cap ETF-Usd (MGC) in their 13F filings, down 6 from Q4 2024. 35 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($318.2M), Wells Fargo & Company ($119.8M) and Morgan Stanley ($112.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vngrd Mrngstr MG Cap ETF-Usd
Filed as
VANGUARD WORLD FD (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions35$48.2M
Exits36$23.9M

All 13F filers, Q4 2024 → Q1 2025: 1,220,807 shares bought and 922,164 shares sold, net +298,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 454 holders

Bank of America Corp. 0.03% Reduce -1.6% 1,580,220 $318.2M
Wells Fargo & Company 0.03% Add +7.3% 594,718 $119.8M
Morgan Stanley 0.01% Reduce -12.8% 558,717 $112.5M
Envestnet Asset Management Inc. 0.03% Add +19.0% 522,390 $105.2M
New York Life Investment Management LLC 1.03% Reduce -6.9% 499,875 $100.7M
Leavell Investment Management, Inc. 4.79% Add +2.3% 480,962 $96.9M
Wooster Corthell Wealth Management, Inc. 19.54% Add +0.5% 474,250 $95.5M
Ameriprise Financial Inc. 0.02% Reduce -14.8% 450,142 $90.7M
LPL Financial LLC 0.03% Add +2.5% 440,223 $88.7M
UBS Group AG 0.02% Add +17.3% 432,216 $87.0M
Cadence Bank 6.14% Add +0.4% 426,441 $85.9M
PNC Financial Services Group, Inc. 0.04% Add +1.5% 416,895 $84.0M
Apella Capital, LLC 2.18% Reduce -20.6% 323,304 $63.6M
Raymond James Financial Inc. 0.02% Reduce -0.9% 304,460 $61.3M
Cetera Investment Advisers 0.11% Add +190.4% 272,932 $55.0M
Summit Wealth & Retirement Planning, Inc. 13.24% Reduce -4.2% 214,599 $43.2M
Verus Financial Partners, Inc. 4.65% Reduce -2.8% 209,707 $40.7M
Captrust Financial Advisors 0.10% Add +1.6% 201,282 $40.5M
Forvis Mazars Wealth Advisors, LLC 0.97% Reduce -12.8% 200,732 $40.4M
JPMorgan Chase & Co. 0.00% Add +262.9% 200,719 $40.4M
Commonwealth Equity Services, LLC 0.06% Reduce -1.2% 194,300 $39.1M
Truist Financial Corp. 0.06% Reduce -21.1% 180,488 $36.3M
One Capital Management, LLC 1.18% Reduce -10.7% 173,855 $35.0M
Northwestern Mutual Wealth Management Co. 0.03% Add +26.1% 169,288 $34.1M
Ieq Capital, LLC 0.26% Reduce -1.6% 163,459 $32.9M
Orion Porfolio Solutions, LLC 0.30% Reduce -2.6% 154,351 $31.1M
Orion Portfolio Solutions, LLC 0.30% Reduce -2.6% 154,351 $31.1M
Royal Bank of Canada 0.01% Reduce -10.2% 143,366 $28.9M
ProVise Management Group, LLC 2.26% Add +3.2% 132,235 $26.6M
Rockefeller Capital Management L.P. 0.06% Reduce -18.1% 121,638 $24.5M
Mesirow Financial Investment Management, Inc. 0.41% Add +2.1% 105,178 $21.2M
Osaic Holdings, Inc. 0.05% Add +23.5% 101,151 $20.4M
Fsa Wealth Partners, Inc. 7.47% Add +0.2% 98,078 $19.8M
Black Diamond Financial, LLC 2.97% Reduce -0.8% 98,047 $19.7M
Capital Advantage, Inc. 3.28% No change 84,711 $18.0M
Exencial Wealth Advisors, LLC 0.66% Reduce -2.5% 88,394 $17.8M
Atlantic Union Bankshares Corp 1.04% Reduce -0.3% 85,670 $17.3M
Wealth Enhancement Advisory Services, LLC 0.03% Add +105.7% 79,888 $16.1M
Creative Planning 0.01% Add +10.1% 79,370 $16.0M
American Investment Services, Inc. 2.73% Reduce -0.3% 76,913 $15.5M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -5.0% 76,701 $15.4M
MA Private Wealth 2.81% Add +1.5% 74,151 $14.9M
VSM Wealth Advisory, LLC 5.36% Add +4.9% 74,048 $14.9M
Cozad Asset Management Inc. 1.46% Add +2.3% 72,572 $14.6M
Modera Wealth Management, LLC 0.20% Add +2.6% 72,486 $14.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.37% Add +1.1% 70,717 $14.2M
Capital Investment Advisors, LLC 0.28% Add +9.6% 70,001 $14.1M
Ascent Group, LLC 0.59% New 68,615 $13.8M
Great Valley Advisor Group, Inc. 0.28% Reduce -4.0% 65,199 $13.1M
Sensible Financial Planning & Management, LLC. 2.60% Add +17.3% 64,748 $13.0M
Systelligence, LLC 2.97% Add +15.7% 61,415 $12.4M
HB Wealth Management, LLC 0.10% Add +5.0% 57,750 $11.6M
CreativeOne Wealth, LLC 0.34% Reduce -12.1% 56,051 $11.3M
Berkshire Money Management, Inc. 1.10% Reduce -1.0% 48,896 $9.8M
Keel Point, LLC 0.76% Reduce -7.9% 48,592 $9.8M
Janney Montgomery Scott LLC 0.03% Add +0.1% 48,413 $9.7M
Baird Financial Group, Inc. 0.02% Reduce -2.5% 47,322 $9.5M
Schmidt P J Investment Management Inc. 1.70% Reduce -5.2% 46,021 $9.3M
TriaGen Wealth Management LLC 3.27% Reduce -0.7% 46,009 $9.3M
Phillips Financial Management, LLC 0.69% No change 44,553 $9.0M
Buttonwood Financial Group, LLC 5.21% Add +162.2% 46,843 $8.9M
Blackston Financial Advisory Group, LLC 5.88% Reduce -5.6% 43,025 $8.7M
Bank of New York Mellon Corp 0.00% Reduce -0.2% 42,342 $8.5M
Destination Wealth Management 0.26% Add +0.9% 41,367 $8.3M
Colorado Capital Management, Inc. 3.86% Add +17.6% 41,168 $8.3M
West Wealth Group, LLC 2.42% Add +222.0% 40,510 $8.2M
Baker Ellis Asset Management LLC 1.13% Reduce -0.1% 39,048 $7.9M
Physician Wealth Advisors, Inc. 1.31% Add +12.7% 37,879 $7.6M
Sanctuary Advisors, LLC 0.05% Add +83.3% 37,863 $7.6M
Kestra Advisory Services, LLC 0.04% Reduce -18.9% 36,728 $7.4M
Strategic Blueprint, LLC 0.40% Add +4.8% 36,687 $7.4M
Florida Financial Advisors, LLC 2.81% Reduce -13.6% 35,338 $7.1M
Security Financial Services, INC. 1.36% Add +131.8% 33,954 $6.8M
Moneta Group Investment Advisors LLC 0.09% Add +38.6% 33,764 $6.8M
Equita Financial Network, Inc. 2.23% No change 31,662 $6.4M
Retirement Financial Solutions, LLC 2.37% New 30,282 $6.1M
Steph & Co. 2.15% Add +1.5% 29,727 $6.0M
MML Investors Services, LLC 0.02% Add +14.0% 29,314 $5.9M
Tradition Wealth Management, LLC 0.52% Add +1.6% 29,312 $5.9M
Zhang Financial LLC 0.31% Add +12.9% 29,043 $5.8M
Diversified Trust Co. 0.14% Reduce -14.7% 28,892 $5.8M
Calton & Associates, Inc. 1.27% Add +1.3% 27,700 $5.6M
Wealthfront Advisers LLC 0.01% Add +6.7% 27,686 $5.6M
Jones Financial Companies LLLP 0.00% Add +28.1% 26,727 $5.4M
IFP Advisors, Inc 0.16% Add +1.1% 26,123 $5.3M
Avantax Advisory Services, Inc. 0.03% Add +4.1% 25,846 $5.2M
Cresset Asset Management, LLC 0.02% No change 24,691 $5.0M
Flagship Wealth Advisors, LLC 2.09% Add +65.5% 24,687 $5.0M
Focus Partners Wealth 0.01% Add +22.8% 24,558 $4.9M
Waterford Advisors, LLC 2.03% Reduce -6.3% 24,325 $4.9M
Segment Wealth Management, LLC 0.33% Reduce -46.8% 24,245 $4.9M
Coldstream Capital Management Inc. 0.10% Reduce -1.6% 23,461 $4.7M
Fiduciary Advisors, Inc. 4.66% Add +0.3% 23,431 $4.7M
Montag A & Associates Inc. 0.23% Add +1.1% 23,203 $4.7M
Stokes Family Office, LLC 0.50% Reduce -0.5% 22,280 $4.5M
Private Advisor Group, LLC 0.03% Reduce -3.4% 21,642 $4.4M
FMR LLC 0.00% Reduce -9.4% 21,610 $4.4M
Patten & Patten Inc. 0.29% Add +53.7% 21,328 $4.3M
Legacy Advisory Services, LLC 3.60% Reduce -27.3% 21,179 $4.3M
USAdvisors Wealth Management, LLC 1.42% Reduce -2.4% 20,285 $4.1M

"% 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 454 holders