Vngrd Mrngstr MG Cap ETF-UsdMGCETF

13F holders, Q2 2025 (June 30)
474holders +20
41new positions
20sold out
2famous investors
$225.34avg. 13F price*

At the end of Q2 2025, 474 institutions reported holding Vngrd Mrngstr MG Cap ETF-Usd (MGC) in their 13F filings, up 20 from Q1 2025. 41 opened new positions and 20 sold out. The largest holders were Bank of America Corp. ($354.4M), Envestnet Asset Management Inc. ($194.3M) and Morgan Stanley ($133.3M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vngrd Mrngstr MG Cap ETF-Usd
Filed as
VANGUARD WORLD FD (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions41$46.7M
Exits20$32.5M

All 13F filers, Q1 2025 → Q2 2025: 2,069,067 shares bought and 638,827 shares sold, net +1,430,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 474 holders

Bank of America Corp. 0.03% Reduce -0.3% 1,575,618 $354.4M
Envestnet Asset Management Inc. 0.06% Add +65.4% 863,882 $194.3M
Morgan Stanley 0.01% Add +6.1% 592,740 $133.3M
Wells Fargo & Company 0.03% Reduce -1.2% 587,587 $132.2M
New York Life Investment Management LLC 1.21% Add +15.3% 576,611 $129.7M
Leavell Investment Management, Inc. 4.99% Add +2.7% 494,163 $111.4M
Wooster Corthell Wealth Management, Inc. 20.04% Add +1.4% 481,051 $108.2M
UBS Group AG 0.02% Add +10.5% 477,698 $107.4M
RiverFront Investment Group, LLC 2.09% Add +30480.3% 476,135 $107.1M
LPL Financial LLC 0.04% Add +6.1% 467,196 $105.1M
Ameriprise Financial Inc. 0.02% Reduce -5.1% 427,145 $96.0M
Cadence Bank 6.28% Reduce -0.7% 423,464 $95.2M
PNC Financial Services Group, Inc. 0.06% Reduce -0.2% 415,956 $93.6M
Raymond James Financial Inc. 0.03% Add +31.8% 401,214 $90.2M
Apella Capital, LLC 2.00% Add +1.3% 327,444 $73.9M
JPMorgan Chase & Co. 0.00% Add +35.9% 272,675 $61.3M
Cetera Investment Advisers 0.10% Reduce -0.8% 270,624 $60.9M
Royal Bank of Canada 0.01% Add +50.7% 216,068 $48.6M
Northwestern Mutual Wealth Management Co. 0.04% Add +27.3% 215,563 $48.5M
Summit Wealth & Retirement Planning, Inc. 12.98% Add +0.2% 214,932 $48.3M
Verus Financial Partners, Inc. 4.81% Reduce -0.8% 208,041 $47.2M
Captrust Financial Advisors 0.10% Add +3.4% 208,204 $46.8M
Forvis Mazars Wealth Advisors, LLC 0.96% Reduce -1.4% 197,881 $44.5M
Commonwealth Equity Services, LLC 0.06% Add +0.1% 194,427 $43.7M
Truist Financial Corp. 0.06% Add +5.8% 190,959 $43.0M
One Capital Management, LLC 1.29% Reduce -4.6% 165,799 $37.3M
Ieq Capital, LLC 0.22% Reduce -0.0% 163,393 $36.8M
Orion Porfolio Solutions, LLC 0.28% Reduce -5.4% 145,990 $32.8M
ProVise Management Group, LLC 2.34% Reduce -0.2% 131,962 $29.7M
Rockefeller Capital Management L.P. 0.06% Reduce -2.5% 118,638 $26.7M
Mesirow Financial Investment Management, Inc. 0.47% Add +1.6% 106,843 $24.0M
Ascent Group, LLC 0.89% Add +48.5% 101,899 $22.9M
Osaic Holdings, Inc. 0.04% Reduce -3.1% 97,988 $22.0M
Black Diamond Financial, LLC 3.42% Reduce -0.2% 97,864 $22.0M
Fsa Wealth Partners, Inc. 10.01% Reduce -6.0% 92,218 $20.7M
Two Sigma Investments, LP 0.04% Add +1180.6% 92,200 $20.7M
Wealth Enhancement Advisory Services, LLC 0.03% Add +10.9% 88,581 $20.1M
Exencial Wealth Advisors, LLC 0.71% Add +1.2% 89,460 $20.1M
Janney Montgomery Scott LLC 0.05% Add +82.4% 88,291 $19.9M
Praetorian Wealth Management, Inc. 4.57% New 88,207 $19.8M
Cambridge Investment Research Advisors, Inc. 0.06% Add +12.1% 85,992 $19.3M
AlphaCore Capital LLC 0.67% Add +622.9% 77,739 $17.5M
Capital Investment Advisors, LLC 0.30% Add +7.4% 75,160 $16.9M
MA Private Wealth 2.95% Reduce -1.1% 73,334 $16.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.37% Add +2.8% 72,709 $16.4M
Cozad Asset Management Inc. 1.42% Reduce -0.4% 72,287 $16.3M
Creative Planning 0.01% Reduce -10.3% 71,212 $16.0M
VSM Wealth Advisory, LLC 5.26% Reduce -4.4% 70,796 $15.9M
Modera Wealth Management, LLC 0.19% Reduce -3.8% 69,702 $15.7M
Systelligence, LLC 2.77% Add +8.3% 66,482 $15.0M
CreativeOne Wealth, LLC 0.39% Add +18.5% 66,438 $14.9M
Sensible Financial Planning & Management, LLC. 2.83% Add +2.3% 66,210 $14.9M
West Wealth Group, LLC 3.34% Add +43.7% 58,217 $13.4M
Capital Advantage, Inc. 2.10% Reduce -30.3% 59,049 $13.3M
HB Wealth Management, LLC 0.10% No change 57,750 $13.0M
Buttonwood Financial Group, LLC 6.59% Add +22.9% 57,573 $13.0M
Keel Point, LLC 0.73% Add +1.0% 49,095 $11.0M
Sanctuary Advisors, LLC 0.07% Add +25.7% 47,603 $10.7M
Colorado Capital Management, Inc. 4.56% Add +15.0% 47,340 $10.6M
TriaGen Wealth Management LLC 3.21% Add +2.3% 47,051 $10.6M
Baird Financial Group, Inc. 0.02% Reduce -0.9% 46,875 $10.5M
Kestra Advisory Services, LLC 0.05% Add +22.1% 44,855 $10.1M
Phillips Financial Management, LLC 0.73% Reduce -0.1% 44,497 $10.0M
Schmidt P J Investment Management Inc. 1.72% Reduce -4.1% 44,118 $9.9M
Security Financial Services, INC. 1.72% Add +27.2% 43,188 $9.7M
Bank of New York Mellon Corp 0.00% Add +0.8% 42,664 $9.6M
Jones Financial Companies LLLP 0.01% Add +53.6% 41,064 $9.2M
Blackston Financial Advisory Group, LLC 5.72% Reduce -5.5% 40,671 $9.1M
Destination Wealth Management 0.26% Reduce -3.9% 39,739 $8.9M
Physician Wealth Advisors, Inc. 1.40% Add +4.5% 39,603 $8.9M
Retirement Financial Solutions, LLC 3.05% Add +27.3% 38,558 $8.7M
Baker Ellis Asset Management LLC 1.16% Reduce -3.7% 37,605 $8.5M
Strategic Blueprint, LLC 0.39% Reduce -3.6% 35,364 $8.0M
Steph & Co. 2.57% Add +18.5% 35,226 $7.9M
Moneta Group Investment Advisors LLC 0.09% Add +2.2% 34,506 $7.8M
Florida Financial Advisors, LLC 1.85% Reduce -4.1% 33,880 $7.6M
Triad Wealth Partners, LLC 1.42% Add +99.0% 31,366 $7.1M
Calton & Associates, Inc. 1.19% Add +10.8% 30,685 $6.9M
Tradition Wealth Management, LLC 0.52% Reduce -0.8% 29,076 $6.5M
Diversified Trust Co. 0.14% No change 28,892 $6.5M
MML Investors Services, LLC 0.02% Reduce -1.6% 28,837 $6.5M
Beacon Financial Group 0.66% Add +63.5% 28,137 $6.3M
Wealthfront Advisers LLC 0.02% Reduce -1.1% 27,394 $6.2M
Patten & Patten Inc. 0.40% Add +27.9% 27,288 $6.1M
Elevation Capital Advisory, LLC 2.41% New 26,724 $6.0M
Segment Wealth Management, LLC 0.38% Add +9.1% 26,448 $5.9M
IFP Advisors, Inc 0.16% Reduce -1.6% 25,717 $5.8M
Avantax Advisory Services, Inc. 0.03% Reduce -1.6% 25,439 $5.7M
Citigroup Inc. 0.00% Add +5311.3% 25,000 $5.6M
Hobart Private Capital, LLC 1.27% Add +30.1% 24,868 $5.6M
Zhang Financial LLC 0.26% Reduce -14.9% 24,724 $5.6M
Cresset Asset Management, LLC 0.03% Reduce -0.9% 24,464 $5.5M
Waterford Advisors, LLC 2.01% Reduce -96.4% 877 $5.5M
Fiduciary Advisors, Inc. 4.75% Add +2.4% 23,992 $5.4M
Focus Partners Wealth 0.01% Reduce -5.3% 23,247 $5.2M
Coldstream Capital Management Inc. 0.08% Reduce -1.9% 23,022 $5.2M
Montag A & Associates Inc. 0.25% Reduce -1.1% 22,960 $5.2M
Flagship Wealth Advisors, LLC 1.90% Reduce -9.2% 22,405 $5.0M
FMR LLC 0.00% Add +3.1% 22,286 $5.0M
Stokes Family Office, LLC 0.53% No change 22,280 $5.0M
Claro Advisors Inc. 0.80% Add +72.8% 21,629 $4.9M
Private Advisor Group, LLC 0.03% Reduce -3.4% 20,917 $4.7M
Legacy Advisory Services, LLC 3.64% Reduce -3.6% 20,422 $4.6M
&partners 0.03% New 19,377 $4.4M
BCGM Wealth Management, LLC 1.22% Add +46.6% 19,298 $4.3M
USAdvisors Wealth Management, LLC 1.61% Reduce -5.0% 19,270 $4.3M
StoneX Group Inc. 0.20% Add +7.6% 18,545 $4.2M
Prime Capital Investment Advisors, LLC 0.06% Reduce -1.2% 18,560 $4.2M
Jackson Wealth Management, LLC 0.45% Reduce -1.3% 18,484 $4.2M
Stifel Financial Corp. 0.00% Add +80.4% 17,200 $3.9M
HighTower Advisors, LLC 0.00% Reduce -0.4% 16,855 $3.8M
McClarren Financial Advisors, Inc. 2.45% Add +77.8% 16,737 $3.8M
Alliancebernstein L.P. 0.00% Add +1.6% 16,320 $3.7M
Goldman Sachs Group Inc. 0.00% Reduce -16.5% 15,588 $3.5M
Atria Investments, Inc 0.04% Add +1.4% 15,521 $3.5M
1900 Wealth Management LLC 0.26% Reduce -0.5% 15,494 $3.5M
Prospera Financial Services Inc 0.06% Add +4.8% 15,047 $3.4M
GeoWealth Management, LLC 0.13% Add +58.8% 14,875 $3.3M
Leo Wealth, LLC 0.25% New 14,225 $3.2M
Topsail Wealth Management, LLC 0.57% No change 13,935 $3.1M
Park Avenue Securities LLC 0.03% Reduce -2.6% 13,877 $3.1M
HF Advisory Group, LLC 1.22% Reduce -1.1% 13,715 $3.1M
Brand Asset Management Group, Inc. 1.14% Reduce -6.9% 13,565 $3.1M
Sovran Advisors, LLC 0.32% Add +20.4% 13,402 $3.0M
Bluespring Wealth Management, LLC 0.28% Add +8.9% 13,092 $3.0M
James J. Burns & Company, LLC 0.48% Reduce -25.9% 13,071 $2.9M
Franklin Resources Inc. 0.00% No change 13,042 $2.9M
Valmark Advisers, Inc. 0.04% Add +5.7% 13,023 $2.9M
Mariner, LLC 0.00% Add +2.3% 12,950 $2.9M
Parallel Advisors, LLC 0.06% Reduce -1.0% 12,596 $2.8M
Hilltop Wealth Advisors, LLC 1.57% Reduce -0.6% 12,415 $2.8M
Savant Capital, LLC 0.02% Add +24.4% 12,359 $2.8M
Tocqueville Asset Management L.P. 0.04% No change 12,240 $2.8M
David Kennon Inc 1.00% Add +0.7% 11,933 $2.7M
Aptus Capital Advisors, LLC 0.03% Reduce -0.1% 11,614 $2.6M
Apexium Financial, LP 0.14% Reduce -18.4% 11,492 $2.6M
Clear Creek Financial Management, LLC 0.24% Add +1.1% 11,402 $2.6M
SOL Capital Management CO 0.24% Add +187.0% 11,111 $2.5M
Guidance Capital, Inc. 0.71% Reduce -1.6% 10,939 $2.5M
CW Advisors, LLC 0.02% Reduce -0.0% 10,844 $2.4M
Kestra Private Wealth Services, LLC 0.04% Reduce -23.2% 10,789 $2.4M
Atria Wealth Solutions, Inc. 0.05% Reduce -27.8% 10,290 $2.3M
Financial Freedom, LLC 1.24% Add +0.6% 10,197 $2.3M
Cerity Partners LLC 0.00% Reduce -2.5% 9,964 $2.2M
Thoroughbred Financial Services, LLC 0.16% Reduce -23.4% 9,966 $2.2M
Heartwood Wealth Advisors LLC 0.23% Reduce -7.0% 9,836 $2.2M
Lido Advisors, LLC 0.01% Add +841.3% 9,799 $2.2M
CoreCap Advisors, LLC 0.09% Add +24.5% 9,648 $2.2M
Silver Oak Securities, Incorporated 0.18% Reduce -28.2% 9,565 $2.2M
Choreo, LLC 0.03% Add +3.0% 9,435 $2.1M
US Bancorp \de 0.00% Reduce -9.2% 9,442 $2.1M
Hardy Reed LLC 0.17% No change 9,400 $2.1M
Buttonwood Financial Advisors Inc. 0.84% Reduce -0.3% 9,294 $2.1M
Nations Financial Group Inc, /Ia/ 0.14% Reduce -0.5% 9,280 $2.1M
Fortress Financial Solutions, LLC 2.58% Reduce -0.2% 9,135 $2.1M
RFG Advisory, LLC 0.05% New 9,053 $2.0M
Harbour Investments, Inc. 0.05% Add +4.3% 8,799 $2.0M
Certified Advisory Corp 0.20% No change 8,591 $1.9M
Eagle Strategies LLC 0.29% Add +9.4% 8,590 $1.9M
Concurrent Investment Advisors, LLC 0.04% Add +15.6% 8,553 $1.9M
FDx Advisors, Inc. 0.58% Reduce -1.0% 8,430 $1.9M
Wesbanco Bank Inc. 0.06% No change 8,423 $1.9M
Steward Partners Investment Advisory, LLC 0.01% Add +1.4% 8,296 $1.9M
Vanguard Group Inc. 0.00% Add +0.2% 8,292 $1.9M
BlackRock, Inc. 0.00% Add +7.6% 8,170 $1.8M
Salem Investment Counselors Inc. 0.06% Reduce -4.9% 7,981 $1.8M
Russell Investments Group, Ltd. 0.00% New 7,695 $1.7M
Bawa N Mallick Trust 0.65% No change 6,999 $1.6M
Cwm, LLC 0.01% Add +9.4% 6,997 $1.6M
Fort Sheridan Advisors LLC 0.22% Add +33.2% 6,884 $1.5M
Archford Capital Strategies, LLC 0.20% Reduce -0.3% 6,807 $1.5M
3Chopt Investment Partners, LLC 0.36% No change 6,725 $1.5M
Simon Quick Advisors, LLC 0.08% No change 6,652 $1.5M
Great Valley Advisor Group, Inc. 0.03% Reduce -89.8% 6,643 $1.5M
LongView Wealth Management 0.45% No change 6,590 $1.5M
Silvia McColl Wealth Management, LLC 1.06% Reduce -3.8% 6,456 $1.5M
Breakwater Investment Management 0.56% Reduce -7.4% 6,456 $1.5M
Summit X, LLC 0.26% Add +529.8% 6,298 $1.4M
Level Four Advisory Services, LLC 0.05% Add +2.6% 6,282 $1.4M
Old National Bancorp 0.03% Reduce -34.3% 6,245 $1.4M
NewEdge Advisors, LLC 0.01% Reduce -14.8% 6,244 $1.4M
Tempus Wealth Planning, LLC 0.34% No change 6,000 $1.3M
Allworth Financial LP 0.01% Add +211.5% 5,813 $1.3M
IHT Wealth Management, LLC 0.04% Add +1.8% 5,744 $1.3M
MJP Associates Inc. 0.19% No change 5,623 $1.3M
Advisor OS, LLC 0.12% No change 5,623 $1.3M
Strategies Wealth Advisors, LLC 0.14% No change 5,616 $1.3M
Stratos Wealth Partners, LTD. 0.02% Reduce -28.2% 5,612 $1.3M
JFS Wealth Advisors, LLC 0.08% Reduce -3.7% 5,433 $1.2M
Atlantic Union Bankshares Corp 0.03% Reduce -93.7% 5,409 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -17.6% 5,372 $1.2M
Mather Group, Llc. 0.01% Reduce -0.2% 5,275 $1.2M
Cassaday & Co Wealth Management LLC 0.03% No change 5,226 $1.2M
Main Street Financial Solutions, LLC 0.08% Reduce -10.6% 5,135 $1.2M
Integrated Advisors Network LLC 0.05% Add +53.8% 5,113 $1.2M
MPWM Advisory Solutions, LLC 0.72% Add +6.5% 5,070 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Reduce -8.9% 5,010 $1.1M
Valley National Advisers Inc. 0.18% No change 4,999 $1.1M
Farther Finance Advisors, LLC 0.02% Add +8.5% 4,945 $1.1M
Lanark Financial, Inc. 0.09% Add +2.5% 4,929 $1.1M
Venturi Wealth Management, LLC 0.05% No change 4,875 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +63.5% 4,791 $1.1M
Harbor Asset Planning, Inc. 1.03% — 4,783 $1.1M
MidAtlantic Capital Management, Inc. 0.75% No change 4,723 $1.1M
Parsons Capital Management Inc. 0.06% Reduce -0.5% 4,581 $1.0M
Gibson Capital, LLC 0.20% No change 4,560 $1.0M
AMG National Trust Bank 0.03% No change 4,485 $1.0M
TrueWealth Advisors, LLC 0.30% Add +1.1% 4,473 $1.0M
D.A. Davidson & Co. 0.01% Add +1.4% 4,448 $1.0M
Wescott Financial Advisory Group, LLC 0.10% No change 4,430 $996K
Strategic Equity Management 0.36% Reduce -9.0% 4,402 $990K
Royal Fund Management, LLC 0.10% Add +13.0% 4,367 $984K
Avestar Capital, LLC 0.07% Reduce -2.3% 4,327 $976K
AlphaStar Capital Management, LLC 0.07% New 4,302 $968K
Pathstone Holdings, LLC 0.00% No change 4,200 $945K
Checchi Capital Advisers, LLC 0.07% Reduce -2.3% 4,147 $933K
AQR Capital Management 0.00% Add +1.0% 4,097 $922K
Beaumont Financial Advisors, LLC 0.07% Reduce -6.9% 4,053 $912K
Marshall Wace, LLP 0.00% New 4,025 $905K
Brooklyn FI, LLC 0.23% Reduce -81.0% 3,941 $886K
Smartleaf Asset Management LLC 0.07% Add +88.0% 3,774 $846K
West Financial Advisors, LLC 0.15% No change 3,730 $839K
Private Trust Co. NA 0.08% No change 3,694 $831K
Prospect Financial Group LLC 0.85% Reduce -1.9% 3,629 $816K
Fifth Third Securities, Inc. 0.06% Reduce -2.6% 3,620 $814K
Northwest Capital Management Inc 0.43% Reduce -32.7% 3,545 $797K
World Investment Advisors 0.02% Add +2.3% 3,536 $795K
ARK & TLK Investments, LLC 0.25% No change 3,525 $793K
Financial Partners Group, Inc 0.11% Add +0.4% 3,497 $787K
Mission Wealth Management, LP 0.02% New 3,471 $781K
Comerica Bank 0.00% Add +93.4% 3,464 $779K
Whipplewood Advisors, LLC 0.43% Add +721.2% 3,449 $776K
Ameritas Advisory Services, LLC 0.04% Reduce -41.5% 3,295 $741K
Maridea Wealth Management LLC 0.19% Add +23.3% 3,273 $736K
HRC Wealth Management, LLC 0.38% No change 3,205 $721K
Sheets Smith Wealth Management 0.08% Reduce -8.6% 3,200 $720K
Riverchase Wealth Management, LLC 0.46% No change 3,195 $719K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +14.5% 3,133 $705K
Embree Financial Group 0.10% No change 3,065 $689K
Pinnacle Financial Partners Inc 0.01% No change 3,047 $685K
Roble, Belko & Company, Inc 0.10% Reduce -77.3% 3,038 $683K
First Financial Corp. 0.30% No change 3,000 $675K
Corient Private Wealth LP 0.00% Reduce -8.7% 2,968 $667K
Synovus Financial Corp. 0.01% Reduce -1.1% 2,933 $660K
Mosaic Family Wealth Partners, LLC 0.08% No change 2,928 $659K
OneDigital Investment Advisors LLC 0.01% Add +0.3% 2,928 $659K
Ancora Advisors LLC 0.01% Reduce -45.9% 2,922 $657K
Front Row Advisors LLC 0.22% No change 2,845 $641K
Optivise Advisory Services LLC 0.33% Add +6.2% 2,839 $639K
MAI Capital Management 0.00% Reduce -0.7% 2,825 $635K
Family Office Research LLC 0.30% No change 2,822 $635K
Sonoma Private Wealth LLC 0.78% No change 2,817 $634K
Bay Capital Advisors, LLC 0.48% Add +5.7% 2,804 $631K
BCU Wealth Advisors, LLC 0.28% Add +16.7% 2,793 $628K
Greenline Partners, LLC 0.08% Reduce -3.3% 2,784 $626K
Mercer Global Advisors Inc. 0.00% Reduce -6.2% 2,664 $599K
MKT Advisors LLC 0.24% New 2,668 $598K
Smith, Moore & Co. 0.05% No change 2,598 $584K
Caitlin John, LLC 0.53% No change 2,578 $580K
Revisor Wealth Management LLC 0.21% Reduce -45.6% 2,532 $576K
Pathway Financial Advisors LLC 0.08% No change 2,555 $575K
Advisory Services Network, LLC 0.01% Reduce -5.8% 2,491 $573K
Bailard, Inc. 0.01% No change 2,547 $573K
Flavin Financial Services, Inc. 0.56% Reduce -31.2% 2,543 $572K
Capital Planning LLC 0.18% No change 2,506 $565K
Pacific Sun Financial Corp 0.29% Reduce -2.3% 2,511 $565K
New Republic Capital, LLC 0.20% No change 2,495 $563K
Meridian Wealth Advisors, LLC 0.09% No change 2,488 $560K
Blair William & Co. 0.00% Add +4.4% 2,480 $558K
FLC Capital Advisors 0.12% No change 2,479 $558K
Independent Financial Group, LLC 0.02% Add +5.6% 2,458 $553K
HBW Advisory Services LLC 0.07% Add +10.0% 2,438 $548K
Client 1ST Advisory Group, LLC 0.20% Reduce -0.2% 2,426 $546K
Union Savings Bank 0.25% No change 2,327 $536K
Marshall Financial Group, LLC 0.10% Reduce -0.3% 2,362 $533K
Woodard & Co. Asset Management Group Inc. 0.10% No change 2,351 $529K
Apollon Financial, LLC 0.11% No change 2,349 $528K
Brown Financial Advisory 0.29% Add +94.8% 2,334 $525K
Joel Isaacson & Co., LLC 0.02% No change 2,325 $523K
Centaurus Financial, Inc. 0.03% Reduce -12.7% 2,308 $519K
First Pacific Financial 0.08% No change 2,307 $519K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -0.1% 2,285 $517K
Flagstar Securities, Inc. 0.14% Add +5.4% 2,291 $517K
Fifth Third Bancorp 0.00% Reduce -2.2% 2,243 $504K
Mitchell McLeod Pugh & Williams Inc. 0.09% No change 2,227 $501K
River Wealth Advisors LLC 0.06% No change 2,213 $498K
Compass Ion Advisors, LLC 0.05% Reduce -2.1% 2,200 $495K
Renaissance Technologies 0.00% Reduce -43.6% 2,200 $495K
Alpine Bank Wealth Management 0.07% New 2,196 $494K
Capital Advisors, Ltd. LLC 0.06% Add +6.7% 2,185 $491K
Regions Financial Corp. 0.00% Add +39.2% 2,167 $487K
Summit Investment Advisory Services, LLC 0.21% Reduce -1.7% 2,147 $483K
Glass Jacobson Investment Advisors llc 0.19% Add +10.7% 2,142 $482K
Haverford Trust Co 0.00% No change 2,125 $478K
Financial Synergies Wealth Advisors, Inc. 0.05% No change 2,120 $477K
Brown Brothers Harriman & Co. 0.00% No change 2,117 $476K
First Citizens Bank & Trust Co. 0.01% Reduce -18.6% 2,113 $475K
Linscomb Wealth, Inc. 0.02% New 2,100 $472K
Pinnacle Bancorp, Inc. 0.14% No change 2,068 $465K
Disciplined Investors, L.L.C. 0.36% No change 2,060 $463K
GC Wealth Management RIA, LLC 0.04% Reduce -12.9% 2,046 $460K
Mason & Associates, LLC 0.12% Reduce -0.1% 2,040 $459K
Stratos Investment Management, LLC 0.02% No change 2,036 $458K
McAdam, LLC 0.02% Reduce -7.9% 1,977 $445K
Medallion Wealth Advisors, LLC 0.17% No change 1,955 $439K
Betterment LLC 0.00% Reduce -10.4% 1,875 $422K
Northern Trust Corp. 0.00% Add +23.4% 1,862 $419K
Accurate Wealth Management, LLC 0.06% No change 1,809 $411K
Merit Financial Group, LLC 0.00% New 1,806 $406K
Cullen/Frost Bankers, Inc. 0.01% No change 1,800 $405K
Diversify Advisory Services, LLC 0.02% Reduce -2.8% 1,721 $404K
Von Berge Wealth Management Group, LLC 0.23% Add +0.3% 1,765 $403K
Geneos Wealth Management Inc. 0.01% Add +76.3% 1,791 $403K
Equitable Holdings, Inc. 0.00% Reduce -1.8% 1,778 $400K
Essex Financial Services, Inc. 0.03% Reduce -1.3% 1,771 $398K
C M Bidwell & Associates Ltd. 0.21% No change 1,764 $397K
Ewa, LLC 0.12% Reduce -0.6% 1,718 $386K
Clearstead Advisors, LLC 0.01% No change 1,655 $372K
Monument Group Wealth Advisors, LLC 0.23% No change 1,654 $372K
Prosperity Financial Group, Inc. 0.16% Add +11.3% 1,639 $369K
Signature Estate & Investment Advisors LLC 0.01% Reduce -20.7% 1,638 $368K
CGN Advisors LLC 0.03% Reduce -5.0% 1,631 $367K
Keystone Financial Group 0.03% Add +9.8% 1,620 $364K
Assetmark, Inc. 0.00% Reduce -62.6% 1,616 $363K
Apollon Wealth Management, LLC 0.01% Add +5.7% 1,614 $363K
Fearless Solutions, LLC dba Best Invest 0.25% Reduce -0.1% 1,598 $359K
Stage Harbor Financial, LLC 0.29% No change 1,576 $354K
Dynamic Advisor Solutions LLC 0.01% Reduce -1.9% 1,574 $354K
Ashton Thomas Private Wealth, LLC 0.01% No change 1,562 $352K
PDS Planning, Inc 0.03% No change 1,526 $343K
Rwa Wealth Partners, LLC 0.00% Reduce -0.3% 1,502 $338K
Plante Moran Financial Advisors, LLC 0.02% No change 1,498 $337K
MWA Asset Management 0.20% Reduce -0.9% 1,488 $335K
Rehmann Capital Advisory Group 0.02% No change 1,488 $335K
Avant Capital LLC 0.26% Reduce -0.1% 1,482 $333K
Principal Securities, Inc. 0.01% Add +19.9% 1,444 $325K
National Wealth Management Group, LLC 0.18% Add +22.4% 1,432 $322K
Brookstone Capital Management 0.00% No change 1,425 $321K
Investor's Fiduciary Advisor Network, LLC 0.12% No change 1,424 $320K
Moloney Securities Asset Management, LLC 0.04% No change 1,406 $316K
NorthCoast Asset Management LLC 0.00% Add +3.9% 1,403 $316K
Crux Wealth Advisors 0.13% Add +1.7% 1,400 $315K
Global Assets Advisory, LLC 0.12% Reduce -67.9% 1,400 $314K
Garden State Investment Advisory Services LLC 0.08% Add +12.4% 1,364 $307K
Whitegate Investment Counselors, Inc. 0.10% No change 1,355 $305K
RHS Financial, LLC 0.17% Reduce -69.0% 1,344 $302K
Global Retirement Partners, LLC 0.01% — 1,333 $300K
Retirement Capital Strategies 0.12% Reduce -90.3% 1,323 $298K
Factor Wealth Management LTD 0.08% New 1,305 $293K
Marino, Stram & Associates LLC 0.06% No change 1,301 $293K
Sfmg, LLC 0.02% No change 1,300 $292K
Spire Wealth Management 0.01% Reduce -65.8% 1,300 $292K
Flagship Private Wealth, LLC 0.12% No change 1,296 $292K
AdvisorNet Financial, Inc 0.02% No change 1,295 $291K
Alpha Cubed Investments, LLC 0.01% Add +13.5% 1,285 $289K
Maia Wealth LLC 0.05% No change 1,277 $287K
Focus Partners Advisor Solutions, LLC 0.00% New 1,276 $287K
Wealth Group Ltd 0.07% New 1,273 $286K
Root Financial Partners, LLC 0.03% New 1,256 $283K
Panoramic Investment Advisors, LLC 0.17% Reduce -11.1% 1,200 $270K
Composition Wealth, LLC 0.00% Reduce -0.3% 1,191 $268K
Prosperity Wealth Management, Inc. 0.10% Add +4.1% 1,184 $266K
ZEGA Investments, LLC 0.07% Reduce -17.9% 1,175 $264K
Institute for Wealth Management, LLC. 0.03% Reduce -4.2% 1,147 $258K
Sowell Financial Services LLC 0.01% New 1,144 $257K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -19.3% 1,105 $249K
AE Wealth Management LLC 0.00% Add +5.5% 1,105 $249K
Hubbell Strickland Wealth Management, LLC 0.11% No change 1,105 $248K
Hollencrest Capital Management 0.01% No change 1,091 $245K
Capital Investment Advisory Services, LLC 0.02% Add +139.3% 1,072 $241K
Koshinski Asset Management, Inc. 0.02% New 1,071 $241K
Soltis Investment Advisors LLC 0.02% No change 1,051 $236K
Summit Asset Management, LLC 0.04% No change 1,050 $236K
Focus Financial Network, Inc. 0.01% Reduce -1.3% 1,036 $234K
Warner Financial, Inc. 0.10% Add +1.3% 1,037 $233K
Quantinno Capital Management LP 0.00% New 1,028 $231K
Empower Advisory Group, LLC 0.00% Reduce -37.8% 1,027 $231K
Peapack Gladstone Financial Corp. 0.00% No change 1,024 $230K
Ascentis Independent Advisors 0.04% No change 1,022 $230K
EP Wealth Advisors, LLC 0.00% No change 1,011 $227K
Resurgent Financial Advisors LLC 0.12% New 1,004 $226K
Beacon Pointe Advisors, LLC 0.00% Reduce -63.8% 993 $223K
Nwam LLC 0.01% New 970 $223K
Davidson Trust Co. 0.10% Reduce -9.6% 986 $222K
Davidson Investment Advisors 0.01% Reduce -9.6% 986 $222K
Glenmede Investment Management, LP 0.00% — 979 $220K
Wedbush Securities Inc. 0.01% New 977 $220K
LaSalle St. Investment Advisors, LLC 0.06% New 977 $219K
J.W. Cole Advisors, Inc. 0.00% New 973 $219K
Waverly Advisors, LLC 0.00% New 962 $216K
Johnson Investment Counsel Inc. 0.00% New 959 $216K
First Western Trust Bank 0.01% New 958 $215K
Onyx Bridge Wealth Group LLC 0.03% New 954 $215K
Brookwood Investment Group LLC 0.03% New 953 $214K
Curio Wealth, LLC 0.09% Add +11650.0% 940 $211K
Great Oak Capital Partners, LLC 0.06% New 927 $210K
Mutual Advisors, LLC 0.01% New 901 $209K
Wealthspire Advisors, LLC 0.00% New 922 $207K
Modern Wealth Management, LLC 0.01% Reduce -11.4% 920 $207K
Susquehanna International Group, LLP 0.00% Reduce -94.9% 894 $201K
Salomon & Ludwin, LLC 0.02% No change 861 $194K
Creative Financial Designs Inc. 0.01% Reduce -18.9% 860 $193K
Oakworth Capital, Inc. 0.01% No change 817 $184K
Princeton Global Asset Management LLC 0.03% No change 800 $180K
Beacon Capital Management, LLC 0.02% No change 784 $176K
Operose Advisors LLC 0.05% No change 741 $167K
Armstrong Advisory Group, Inc. 0.01% No change 720 $162K
Larson Financial Group LLC 0.01% No change 626 $141K
Golden State Wealth Management, LLC 0.02% Add +285.6% 617 $139K
Fairscale Capital, LLC 0.10% Add +21.2% 600 $138K
Wells Financial Advisors INC 0.17% No change 549 $123K
Berkshire Money Management, Inc. 0.01% Reduce -98.9% 533 $120K
Heritage Wealth Advisors 0.01% No change 526 $118K
Glen Eagle Advisors, LLC 0.01% No change 427 $96K
Archer Investment Corp 0.02% No change 413 $93K
Qube Research & Technologies Ltd 0.00% Reduce -52.0% 395 $89K
Dagco, Inc. 0.02% No change 390 $88K
Tower Research Capital LLC (TRC) 0.00% Reduce -59.6% 385 $87K
NBT Bank, N.A. 0.01% No change 374 $84K
Oxford Financial Group, LTD. LLC 0.00% No change 360 $81K
Costello Asset Management, INC 0.03% Reduce -12.7% 350 $79K
Bank of Montreal 0.00% Add +110.8% 333 $75K
CIBC Private Wealth Group LLC 0.00% New 327 $74K
Sunbelt Securities, Inc. 0.01% Add +72.0% 344 $73K
Bokf, NA 0.00% No change 319 $72K
MCF Advisors LLC 0.00% No change 282 $64K
Country Trust Bank 0.00% No change 280 $63K
City State Bank 0.02% No change 232 $52K
SBI Securities Co., Ltd. 0.00% Add +17.9% 224 $50K
Comprehensive Financial Planning, Inc. 0.04% No change 212 $48K
AllSquare Wealth Management LLC 0.03% No change 210 $47K
Acima Private Wealth, LLC 0.02% No change 210 $47K
Vaughan Nelson Investment Management, L.P. 0.00% No change 205 $46K
Rialto Wealth Management, LLC 0.01% No change 203 $46K
Trust Co. of Vermont 0.00% No change 202 $45K
Tsfg, LLC 0.01% No change 199 $45K
Future Financial Wealth Managment LLC 0.03% No change 200 $45K
Center for Financial Planning, Inc. 0.01% No change 195 $44K
Signaturefd, LLC 0.00% Reduce -3.5% 192 $43K
Milestone Investment Advisors LLC 0.01% No change 176 $40K
St. Johns Investment Management Company, LLC 0.02% New 150 $34K
Cape Investment Advisory, Inc. 0.01% Reduce -71.1% 142 $32K
Game Plan Financial Advisors, LLC 0.01% No change 130 $29K
Harbor Investment Advisory, LLC 0.00% New 122 $27K
Kilter Group LLC 0.01% New 117 $26K
Stuart Chaussee & Associates, Inc. 0.01% No change 115 $26K
Crews Bank & Trust 0.00% No change 115 $26K
Twin Peaks Wealth Advisors, LLC 0.01% New 100 $23K
Nova Wealth Management, Inc. 0.02% No change 100 $22K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 100 $22K
Federation des caisses Desjardins du Quebec 0.00% No change 100 $22K
Creekmur Asset Management LLC 0.00% No change 95 $21K
CX Institutional 0.00% No change 94 $21K
Main Street Group, LTD 0.01% No change 93 $21K
GPS Wealth Strategies Group, LLC 0.00% Reduce -7.8% 71 $16K
Central Pacific Bank - Trust Division 0.00% No change 68 $15K
Coston, McIsaac & Partners 0.00% No change 69 $15K
Arax Advisory Partners 0.00% No change 58 $13K
Johnson Financial Group, Inc. 0.00% No change 50 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 50 $11K
Sound Income Strategies, LLC 0.00% No change 50 $11K
Bristlecone Advisors, LLC 0.00% No change 37 $8K
EverSource Wealth Advisors, LLC 0.00% No change 32 $7K
Abound Wealth Management 0.00% Reduce -55.2% 26 $6K
Gen-Wealth Partners Inc 0.00% No change 25 $6K
Sarver Vrooman Wealth Advisors 0.00% No change 22 $5K
TD Private Client Wealth LLC 0.00% New 22 $5K
Bfsg, LLC 0.00% No change 20 $4K
Angeles Wealth Management, LLC 0.00% New 19 $4K
Gladwyn Financial Advisors, Inc. 0.00% — 6 $1K
Bridge Generations Wealth Management LLC 0.00% No change 5 $1K
Private Wealth Management Group, LLC 0.00% No change 3 $675
Nalls Sherbakoff Group, LLC 0.00% No change 2 $467
Old Second National Bank of Aurora 0.00% No change 1 $225

"% 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.