Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q2 2024 (June 30)736holders +29
66new positions
47sold out
3famous investors
$312.96avg. 13F price*
At the end of Q2 2024, 736 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, up 29 from Q1 2024. 66 opened new positions and 47 sold out. The largest holders were Assetmark, Inc. ($2.3B), Cassaday & Co Wealth Management LLC ($1.1B) and Morgan Stanley ($609.0M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vngrd Mrgstr MG CP GR ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q2 2024)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $51.0M |
| Exits | 47 | $202.1M |
All 13F filers, Q1 2024 → Q2 2024: 2,793,859 shares bought and 1,495,030 shares sold, net +1,298,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 736 holders
| Assetmark, Inc. | 6.98% | Add +4.4% | 7,181,363 | $2.3B |
| Cassaday & Co Wealth Management LLC | 34.58% | Reduce -0.1% | 3,499,383 | $1.1B |
| Morgan Stanley | 0.05% | Add +10.5% | 1,938,330 | $609.0M |
| Bank of America Corp. | 0.05% | Add +3.0% | 1,811,054 | $569.1M |
| LPL Financial LLC | 0.15% | Add +7.7% | 960,362 | $301.8M |
| Lincoln National Corp. | 9.67% | Reduce -1.7% | 910,410 | $286.1M |
| Wells Fargo & Company | 0.07% | Add +1.8% | 904,093 | $284.1M |
| Angeles Investment Advisors, LLC | 14.20% | Add +105.4% | 887,190 | $278.8M |
| UBS Group AG | 0.08% | Add +1.7% | 842,001 | $264.6M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -8.3% | 759,035 | $238.5M |
| Ameriprise Financial Inc. | 0.05% | Add +8.9% | 577,166 | $181.4M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -12.1% | 563,439 | $177.0M |
| Angeles Wealth Management, LLC | 13.39% | Add +8.1% | 454,071 | $142.7M |
| Royal Bank of Canada | 0.03% | Reduce -6.0% | 396,747 | $124.7M |
| Comerica Bank | 0.47% | Add +325.4% | 359,241 | $112.9M |
| Cerity Partners LLC | 0.30% | Add +4.8% | 357,141 | $112.2M |
| Portfolio Strategies, Inc. | 13.47% | Reduce -1.0% | 314,650 | $98.8M |
| Osaic Holdings, Inc. | 0.22% | Reduce -15.7% | 297,492 | $93.5M |
| Prime Capital Investment Advisors, LLC | 1.38% | Add +4572.4% | 295,760 | $92.9M |
| Commonwealth Equity Services, LLC | 0.13% | Add +2.5% | 264,348 | $83.1M |
| Facet Wealth, Inc. | 2.55% | Add +11.7% | 276,964 | $82.9M |
| HighTower Advisors, LLC | 0.13% | Reduce -2.7% | 260,087 | $81.7M |
| Means Investment Co., Inc. | 9.55% | Add +3.8% | 254,161 | $79.9M |
| Petredis Investment Advisors LLC | 8.32% | Add +12.9% | 236,523 | $74.3M |
| Rockefeller Capital Management L.P. | 0.21% | Add +13.4% | 233,696 | $73.4M |
| Merit Financial Group, LLC | 1.47% | Add +8.6% | 212,090 | $66.6M |
| Captrust Financial Advisors | 0.19% | Reduce -1.3% | 186,249 | $58.5M |
| MML Investors Services, LLC | 0.23% | Add +0.8% | 185,004 | $58.1M |
| Stifel Financial Corp. | 0.06% | Add +3.8% | 178,417 | $56.1M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +2.9% | 170,697 | $53.6M |
| Gratus Wealth Advisors, LLC | 9.15% | Add +1.9% | 170,666 | $53.1M |
| Hengehold Capital Management LLC | 5.40% | Reduce -0.6% | 165,124 | $51.9M |
| Falcon Wealth Planning | 6.33% | Add +40.6% | 155,096 | $48.7M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +2.3% | 143,696 | $45.2M |
| Creative Planning | 0.05% | Add +3.1% | 142,779 | $44.9M |
| Black Diamond Financial, LLC | 8.47% | Add +2.9% | 139,636 | $43.9M |
| Leelyn Smith, LLC | 8.35% | Add +1.1% | 137,559 | $43.2M |
| Cetera Investment Advisers | 0.10% | Add +8.7% | 135,529 | $42.6M |
| CX Institutional | 1.93% | Add +18.5% | 130,977 | $41.2M |
| Strategic Investment Advisors / MI | 4.96% | Add +3.6% | 129,562 | $40.7M |
| Janney Montgomery Scott LLC | 0.12% | Add +0.3% | 126,125 | $39.6M |
| Beacon Capital Management, LLC | 7.13% | Add +19.5% | 123,200 | $38.7M |
| Bernardo Wealth Planning LLC | 10.39% | Reduce -3.4% | 122,907 | $38.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.0% | 118,073 | $37.1M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -7.4% | 117,703 | $37.0M |
| Leavell Investment Management, Inc. | 1.90% | Add +3.7% | 109,332 | $34.4M |
| Piedmont Capital Management, LLC | 22.86% | No change | 117,844 | $33.7M |
| Mariner, LLC | 0.06% | Add +5.2% | 105,848 | $33.3M |
| Blue Edge Capital, LLC | 5.47% | Add +3.8% | 105,152 | $33.0M |
| FC Advisory LLC | 11.97% | Reduce -3.2% | 103,865 | $32.6M |
| Mfa Wealth Advisors, LLC | 6.97% | Reduce -0.7% | 101,364 | $31.8M |
| American Trust | 2.60% | Reduce -24.3% | 100,927 | $31.7M |
| One Capital Management, LLC | 1.07% | Reduce -37.4% | 100,063 | $31.4M |
| Beacon Pointe Advisors, LLC | 0.37% | Reduce -3.0% | 99,742 | $31.3M |
| Raymond James & Associates | 0.02% | Add +7.1% | 94,777 | $29.8M |
| BHK Investment Advisors, LLC | 11.59% | Reduce -6.1% | 93,964 | $29.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +4.7% | 91,807 | $28.8M |
| Erickson Financial Group, LLC | 21.64% | Reduce -0.8% | 90,326 | $28.4M |
| DT Investment Partners, LLC | 2.37% | Add +1.3% | 85,141 | $26.8M |
| Mather Group, Llc. | 0.32% | Add +3121.4% | 89,909 | $25.8M |
| Avior Wealth Management, LLC | 1.03% | Reduce -1.5% | 76,598 | $24.1M |
| Foundations Investment Advisors, LLC | 0.58% | Add +11.1% | 76,495 | $24.0M |
| Truist Financial Corp. | 0.04% | Reduce -3.5% | 74,385 | $23.4M |
| Greytown Advisors Inc. | 13.43% | Reduce -3.3% | 72,755 | $22.9M |
| Redhawk Wealth Advisors, Inc. | 3.38% | Add +6934.4% | 70,414 | $22.1M |
| D.A. Davidson & Co. | 0.19% | Add +11.7% | 67,799 | $21.3M |
| Northern Trust Corp. | 0.00% | Reduce -2.2% | 67,191 | $21.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.0% | 66,819 | $21.0M |
| HB Wealth Management, LLC | 0.24% | Add +0.0% | 65,482 | $20.6M |
| Zeit Capital LLC | 16.45% | Reduce -2.0% | 64,458 | $20.3M |
| Alps Advisors Inc. | 0.14% | Add +52.0% | 64,280 | $20.2M |
| Copperwynd Financial, LLC | 6.52% | Add +8.2% | 65,044 | $20.0M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -9.4% | 62,632 | $19.4M |
| GeoWealth Management, LLC | 0.81% | Add +59.3% | 59,515 | $18.7M |
| Salem Investment Counselors Inc. | 0.58% | Add +5.7% | 57,363 | $18.0M |
| Penserra Capital Management LLC | 0.23% | Reduce -16.1% | 56,876 | $17.9M |
| Prudential Financial Inc. | 0.03% | Add +54.2% | 55,628 | $17.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +52.6% | 55,100 | $17.5M |
| Ieq Capital, LLC | 0.23% | Reduce -0.7% | 54,166 | $17.0M |
| Savant Capital, LLC | 0.17% | Reduce -1.1% | 53,684 | $16.9M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -25.9% | 53,360 | $16.8M |
| Raab & Moskowitz Asset Management LLC | 4.55% | Add +0.1% | 53,248 | $16.7M |
| ETF Portfolio Partners, Inc. | 5.14% | Reduce 0.0% | 52,271 | $16.4M |
| TFB Advisors LLC | 4.77% | Add +1.1% | 46,585 | $14.6M |
| Clarus Wealth Advisors | 7.70% | Add +29.9% | 43,874 | $14.5M |
| US Bancorp \de | 0.02% | Reduce -6.6% | 45,883 | $14.4M |
| POM Investment Strategies, LLC | 11.51% | Add +0.3% | 45,783 | $14.4M |
| ODonnell Financial Services, LLC | 6.38% | Add +20.4% | 45,671 | $14.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +3.0% | 45,318 | $14.2M |
| Von Berge Wealth Management Group, LLC | 8.96% | Reduce -1.4% | 44,471 | $14.1M |
| Kestra Private Wealth Services, LLC | 0.28% | Reduce -11.8% | 44,534 | $14.0M |
| Prospera Financial Services Inc | 0.38% | Add +49.7% | 43,628 | $13.7M |
| Fortis Group Advisors, LLC | 2.63% | Reduce -1.7% | 42,200 | $13.3M |
| Focus Partners Wealth | 0.04% | Add +118.1% | 41,096 | $12.9M |
| Wheelhouse Advisory Group LLC | 8.96% | Add +2.5% | 39,777 | $12.7M |
| Schroder Investment Management Group | 0.01% | New | 39,899 | $12.5M |
| Two Sigma Investments, LP | 0.03% | Reduce -17.1% | 39,700 | $12.5M |
| Wealthfront Advisers LLC | 0.04% | Add +36.1% | 39,150 | $12.3M |
| Sanctuary Advisors, LLC | 0.09% | — | 43,510 | $12.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.3% | 38,030 | $11.9M |
"% 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.