Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q1 2024 (March 31)707holders
3famous investors
$286.33avg. 13F price*
At the end of Q1 2024, 707 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings. The largest holders were Assetmark, Inc. ($2.0B), Cassaday & Co Wealth Management LLC ($1.0B) and Bank of America Corp. ($504.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vngrd Mrgstr MG CP GR ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q1 2024)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $188.2M |
| Exits | 46 | $35.5M |
Ownership 707 holders
| Assetmark, Inc. | 6.41% | Reduce -0.2% | 6,879,652 | $2.0B |
| Cassaday & Co Wealth Management LLC | 32.66% | Reduce -6.0% | 3,504,773 | $1.0B |
| Bank of America Corp. | 0.05% | Reduce -0.0% | 1,758,645 | $504.0M |
| Morgan Stanley | 0.04% | Add +1.7% | 1,754,446 | $502.8M |
| Lincoln National Corp. | 4.14% | Reduce -1.8% | 925,763 | $265.3M |
| LPL Financial LLC | 0.14% | Add +4.9% | 891,522 | $255.5M |
| Wells Fargo & Company | 0.07% | Reduce -0.1% | 888,044 | $254.5M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -2.3% | 828,204 | $237.4M |
| UBS Group AG | 0.08% | Add +2.0% | 828,071 | $237.3M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -3.6% | 641,022 | $183.7M |
| Ameriprise Financial Inc. | 0.04% | Add +5.9% | 529,836 | $151.9M |
| Kensington Asset Management, LLC | 6.62% | Add +4.5% | 461,700 | $132.3M |
| Angeles Investment Advisors, LLC | 6.58% | Add +1174.2% | 431,940 | $123.8M |
| Royal Bank of Canada | 0.03% | Add +4.1% | 422,093 | $121.0M |
| Angeles Wealth Management, LLC | 12.04% | Add +20.7% | 420,090 | $120.4M |
| Osaic Holdings, Inc. | 0.23% | Reduce -54.6% | 352,972 | $101.2M |
| Cerity Partners LLC | 0.26% | Add +8.1% | 340,816 | $97.7M |
| Portfolio Strategies, Inc. | 6.18% | Reduce -0.9% | 317,708 | $91.0M |
| HighTower Advisors, LLC | 0.12% | Reduce -3.0% | 267,276 | $76.6M |
| Commonwealth Equity Services, LLC | 0.12% | Add +0.9% | 257,769 | $73.9M |
| Facet Wealth, Inc. | 2.39% | New | 248,001 | $70.8M |
| Means Investment Co., Inc. | 9.07% | Add +6.0% | 244,770 | $70.2M |
| Petredis Investment Advisors LLC | 7.21% | Add +2.5% | 209,560 | $60.1M |
| Rockefeller Capital Management L.P. | 0.17% | Add +3.6% | 206,159 | $59.1M |
| Merit Financial Group, LLC | 1.31% | Add +53.8% | 195,250 | $55.0M |
| Captrust Financial Advisors | 0.20% | Reduce -7.5% | 188,754 | $54.1M |
| MML Investors Services, LLC | 0.22% | Add +6.4% | 183,444 | $52.6M |
| Stifel Financial Corp. | 0.06% | Add +4.0% | 171,893 | $49.3M |
| Hengehold Capital Management LLC | 5.08% | Reduce -1.3% | 166,156 | $47.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +8.8% | 165,815 | $47.5M |
| Gratus Wealth Advisors, LLC | 8.45% | Add +22.5% | 167,562 | $46.0M |
| One Capital Management, LLC | 1.66% | Reduce -0.3% | 159,884 | $45.8M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -2.5% | 140,416 | $40.2M |
| Creative Planning | 0.04% | Reduce -5.0% | 138,534 | $39.7M |
| Leelyn Smith, LLC | 7.81% | Add +0.6% | 136,117 | $39.0M |
| American Trust | 3.19% | Add +3.5% | 133,307 | $38.2M |
| Bernardo Wealth Planning LLC | 10.14% | Add +2.1% | 127,245 | $36.5M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +6.2% | 127,159 | $36.4M |
| Janney Montgomery Scott LLC | 0.11% | Add +0.2% | 125,811 | $36.1M |
| Strategic Investment Advisors / MI | 4.60% | Reduce -1.4% | 125,052 | $35.8M |
| Cetera Investment Advisers | 0.08% | Add +108.0% | 124,679 | $35.7M |
| Black Diamond Financial, LLC | 9.52% | No change | 135,725 | $35.2M |
| Piedmont Capital Management, LLC | 22.86% | Add +1.1% | 117,844 | $33.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.5% | 113,581 | $32.6M |
| CX Institutional | 1.53% | Add +60.7% | 110,571 | $31.7M |
| Falcon Wealth Planning | 5.01% | Add +149.1% | 110,305 | $31.6M |
| FC Advisory LLC | 11.33% | Reduce -3.3% | 107,289 | $30.8M |
| Leavell Investment Management, Inc. | 1.74% | Add +5.0% | 105,435 | $30.2M |
| Beacon Capital Management, LLC | 6.06% | Add +59.3% | 103,083 | $29.5M |
| Beacon Pointe Advisors, LLC | 0.33% | Reduce -2.4% | 102,829 | $29.5M |
| Mfa Wealth Advisors, LLC | 7.69% | Reduce -3.3% | 102,076 | $29.3M |
| Blue Edge Capital, LLC | 4.86% | Add +0.8% | 101,308 | $29.0M |
| Mariner, LLC | 0.06% | Add +17.4% | 100,623 | $28.8M |
| BHK Investment Advisors, LLC | 11.02% | Add +23.9% | 100,052 | $28.7M |
| Erickson Financial Group, LLC | 20.46% | Add +0.5% | 91,051 | $26.1M |
| Raymond James & Associates | 0.02% | Add +6.5% | 88,459 | $25.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +263.2% | 87,687 | $25.1M |
| Royal Fund Management, LLC | 2.87% | Reduce -2.8% | 86,917 | $24.9M |
| JPMorgan Chase & Co. | 0.00% | Add +11.9% | 84,573 | $24.2M |
| Comerica Bank | 0.10% | Add +1.0% | 84,440 | $24.2M |
| DT Investment Partners, LLC | 2.44% | Add +0.4% | 84,073 | $24.1M |
| Avior Wealth Management, LLC | 1.04% | Reduce -2.8% | 77,784 | $22.3M |
| Truist Financial Corp. | 0.03% | Reduce -4.2% | 77,054 | $22.1M |
| Greytown Advisors Inc. | 12.14% | Reduce -13.5% | 75,258 | $21.6M |
| Allspring Global Investments Holdings, LLC | 0.03% | New | 72,000 | $20.6M |
| Kestra Advisory Services, LLC | 0.13% | Add +10.6% | 69,141 | $19.8M |
| Foundations Investment Advisors, LLC | 0.52% | Add +103.0% | 68,861 | $19.7M |
| Northern Trust Corp. | 0.00% | Add +16.3% | 68,699 | $19.7M |
| Penserra Capital Management LLC | 0.24% | New | 67,761 | $19.4M |
| Zeit Capital LLC | 15.22% | Reduce -12.5% | 65,772 | $18.9M |
| HB Wealth Management, LLC | 0.24% | Add +19.6% | 65,478 | $18.8M |
| Blackston Financial Advisory Group, LLC | 11.86% | Reduce -2.9% | 62,328 | $17.9M |
| Marshall Wace, LLP | 0.03% | Add +328.2% | 61,203 | $17.5M |
| D.A. Davidson & Co. | 0.16% | Add +33.9% | 60,704 | $17.4M |
| Copperwynd Financial, LLC | 6.20% | Add +1.5% | 60,093 | $17.2M |
| Ieq Capital, LLC | 0.22% | Reduce -0.6% | 54,537 | $15.6M |
| Savant Capital, LLC | 0.18% | Reduce -3.4% | 54,278 | $15.6M |
| Salem Investment Counselors Inc. | 0.51% | Add +0.2% | 54,266 | $15.6M |
| Raab & Moskowitz Asset Management LLC | 4.26% | Add +0.5% | 53,170 | $15.2M |
| ETF Portfolio Partners, Inc. | 4.75% | Reduce -15.3% | 52,273 | $15.0M |
| Darwin Wealth Management, LLC | 4.10% | Reduce -4.7% | 51,267 | $14.7M |
| Kestra Private Wealth Services, LLC | 0.33% | Reduce -24.9% | 50,512 | $14.5M |
| US Bancorp \de | 0.02% | Reduce -3.6% | 49,118 | $14.1M |
| Two Sigma Investments, LP | 0.03% | Reduce -45.5% | 47,900 | $13.7M |
| POM Investment Strategies, LLC | 10.71% | Add +5.9% | 45,660 | $13.1M |
| Von Berge Wealth Management Group, LLC | 8.31% | Add +23.5% | 45,078 | $12.9M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +2.5% | 44,014 | $12.6M |
| TFB Advisors LLC | 4.56% | Add +3.3% | 46,086 | $12.6M |
| Gladstone Institutional Advisory LLC | 0.68% | Reduce -20.1% | 43,271 | $12.4M |
| Fortis Group Advisors, LLC | 2.27% | New | 42,917 | $12.3M |
| Alps Advisors Inc. | 0.09% | Reduce -1.5% | 42,280 | $12.1M |
| Bank of New York Mellon Corp | 0.00% | Add +7.2% | 40,565 | $11.6M |
| AE Wealth Management LLC | 0.13% | Reduce -80.4% | 39,582 | $11.3M |
| Wheelhouse Advisory Group LLC | 8.54% | Add +3.7% | 38,801 | $11.1M |
| Texas Capital Bank Wealth Management Services Inc | 1.21% | Reduce -0.1% | 38,582 | $11.1M |
| Stephens Inc. | 0.17% | Add +4.0% | 38,335 | $11.0M |
| ODonnell Financial Services, LLC | 4.98% | Add +57.8% | 37,935 | $10.9M |
| GeoWealth Management, LLC | 0.41% | Add +18.1% | 37,362 | $10.7M |
| Focused Wealth Management, Inc | 1.67% | Reduce -3.0% | 37,353 | $10.7M |
| Pacific Center for Financial Services | 3.02% | Add +6.0% | 36,964 | $10.6M |
"% of holder's portfolio" is MGK's weight in each manager's 13F, not the share of Vngrd Mrgstr MG CP GR ETF-Ui the manager owns.