Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q3 2024 (September 30)747holders +11
61new positions
48sold out
5famous investors
$315.34avg. 13F price*
At the end of Q3 2024, 747 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, up 11 from Q2 2024. 61 opened new positions and 48 sold out. The largest holders were Assetmark, Inc. ($2.1B), Cassaday & Co Wealth Management LLC ($1.2B) and Morgan Stanley ($634.5M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 (Q3 2024)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $140.7M |
| Exits | 48 | $58.3M |
All 13F filers, Q2 2024 → Q3 2024: 4,907,112 shares bought and 1,125,071 shares sold, net +3,782,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 747 holders
| Assetmark, Inc. | 6.15% | Add +3.8% | 7,453,268 | $2.1B |
| Cassaday & Co Wealth Management LLC | 32.54% | Add +2.1% | 3,574,349 | $1.2B |
| Morgan Stanley | 0.05% | Add +1.7% | 1,970,658 | $634.5M |
| Bank of America Corp. | 0.05% | Add +5.5% | 1,910,639 | $615.1M |
| Howard Capital Management, LLC | 8.55% | Add +11579.4% | 1,617,126 | $520.6M |
| Captrust Financial Advisors | 1.52% | Add +756.3% | 1,594,858 | $513.5M |
| LPL Financial LLC | 0.14% | Reduce -1.7% | 944,289 | $304.0M |
| Wells Fargo & Company | 0.07% | Add +3.4% | 934,829 | $301.0M |
| Lincoln National Corp. | 9.02% | Reduce -3.9% | 874,949 | $281.7M |
| Angeles Investment Advisors, LLC | 14.04% | Reduce -3.9% | 852,890 | $274.6M |
| UBS Group AG | 0.07% | Reduce -1.2% | 832,024 | $267.9M |
| Envestnet Asset Management Inc. | 0.08% | Add +0.0% | 759,144 | $244.4M |
| Ameriprise Financial Inc. | 0.05% | Add +0.1% | 577,788 | $186.2M |
| PNC Financial Services Group, Inc. | 0.12% | Add +0.5% | 566,062 | $182.2M |
| Angeles Wealth Management, LLC | 13.66% | Add +8.5% | 492,603 | $158.6M |
| Royal Bank of Canada | 0.03% | Add +2.5% | 406,525 | $130.9M |
| Comerica Bank | 0.50% | Add +9.8% | 394,458 | $127.0M |
| Cerity Partners LLC | 0.27% | Add +7.1% | 382,359 | $123.1M |
| Prime Capital Investment Advisors, LLC | 1.55% | Add +14.1% | 337,474 | $108.6M |
| Facet Wealth, Inc. | 2.67% | Add +5.0% | 290,796 | $93.8M |
| Means Investment Co., Inc. | 9.47% | Add +4.2% | 264,711 | $85.2M |
| Osaic Holdings, Inc. | 0.19% | Reduce -12.1% | 261,462 | $84.2M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -1.4% | 260,515 | $83.9M |
| Portfolio Strategies, Inc. | 11.33% | Reduce -17.1% | 260,700 | $83.9M |
| Petredis Investment Advisors LLC | 8.61% | Add +6.3% | 251,404 | $80.9M |
| HighTower Advisors, LLC | 0.12% | Reduce -4.9% | 247,424 | $79.7M |
| Rockefeller Capital Management L.P. | 0.20% | Reduce -1.0% | 231,422 | $74.5M |
| Merit Financial Group, LLC | 1.57% | Add +2.8% | 218,106 | $70.2M |
| MML Investors Services, LLC | 0.24% | Add +8.4% | 200,517 | $64.6M |
| Stifel Financial Corp. | 0.07% | Add +8.5% | 193,618 | $62.3M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +3.6% | 176,838 | $56.9M |
| Two Sigma Investments, LP | 0.13% | Add +343.3% | 176,000 | $56.7M |
| Gratus Wealth Advisors, LLC | 8.93% | Add +1.0% | 172,431 | $54.7M |
| Falcon Wealth Planning | 6.35% | Add +8.3% | 167,958 | $54.1M |
| Hengehold Capital Management LLC | 5.06% | Add +0.4% | 165,834 | $53.4M |
| Black Diamond Financial, LLC | 8.44% | Add +10.5% | 154,350 | $49.7M |
| Cetera Investment Advisers | 0.10% | Add +9.2% | 147,947 | $47.6M |
| Kensington Asset Management, LLC | 2.58% | New | 147,200 | $47.1M |
| Creative Planning | 0.05% | Reduce -0.1% | 142,696 | $45.9M |
| CX Institutional | 2.03% | Add +8.2% | 141,755 | $45.6M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -2.3% | 140,445 | $45.2M |
| Leelyn Smith, LLC | 8.05% | Add +0.8% | 138,625 | $44.6M |
| Strategic Investment Advisors / MI | 4.77% | Add +4.4% | 135,316 | $43.6M |
| Beacon Capital Management, LLC | 5.98% | Add +6.1% | 130,741 | $42.1M |
| Janney Montgomery Scott LLC | 0.11% | Add +0.5% | 126,770 | $40.8M |
| Piedmont Capital Management, LLC | 24.56% | Add +5.6% | 124,438 | $40.7M |
| Bernardo Wealth Planning LLC | 9.59% | Reduce -1.2% | 121,435 | $39.5M |
| RFP Financial Group LLC | 12.50% | Add +592.1% | 119,122 | $38.4M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +0.8% | 118,638 | $38.2M |
| Leavell Investment Management, Inc. | 1.81% | Add +2.9% | 112,513 | $36.2M |
| Mariner, LLC | 0.06% | Add +4.7% | 110,836 | $35.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.5% | 109,160 | $35.1M |
| FC Advisory LLC | 11.28% | Add +0.3% | 104,194 | $33.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +11.3% | 102,228 | $32.9M |
| One Capital Management, LLC | 1.04% | Add +1.0% | 101,059 | $32.5M |
| Blue Edge Capital, LLC | 4.86% | Reduce -7.9% | 96,848 | $31.2M |
| American Trust | 2.49% | Reduce -7.0% | 93,893 | $30.2M |
| Beacon Pointe Advisors, LLC | 0.34% | Reduce -7.0% | 92,761 | $29.9M |
| BHK Investment Advisors, LLC | 10.97% | Reduce -2.8% | 91,305 | $29.4M |
| Raymond James & Associates | 0.02% | Reduce -6.1% | 88,963 | $28.6M |
| DT Investment Partners, LLC | 2.30% | Add +3.5% | 88,164 | $28.4M |
| Erickson Financial Group, LLC | 19.66% | Reduce -5.6% | 85,240 | $27.4M |
| EP Wealth Advisors, LLC | 0.23% | Add +4075.0% | 82,081 | $26.4M |
| Truist Financial Corp. | 0.04% | Add +3.0% | 76,612 | $24.7M |
| Avior Wealth Management, LLC | 0.96% | Reduce -2.4% | 74,801 | $24.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Add +30.1% | 71,700 | $23.0M |
| D.A. Davidson & Co. | 0.19% | Add +4.5% | 70,865 | $22.8M |
| Brophy Wealth Management, LLC | 8.01% | — | 69,532 | $22.4M |
| Copperwynd Financial, LLC | 6.59% | Add +4.5% | 67,969 | $21.9M |
| Amara Financial, Llc. | 20.81% | — | 67,557 | $21.8M |
| HB Wealth Management, LLC | 0.23% | Add +1.4% | 66,404 | $21.4M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +23.7% | 66,015 | $21.3M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 65,418 | $21.1M |
| Kestra Advisory Services, LLC | 0.11% | Add +2.9% | 64,414 | $20.7M |
| Zeit Capital LLC | 15.81% | Reduce -1.4% | 63,548 | $20.5M |
| Alps Advisors Inc. | 0.13% | Reduce -3.4% | 62,125 | $20.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.2% | 60,655 | $19.5M |
| Foundations Investment Advisors, LLC | 0.41% | Reduce -20.8% | 60,556 | $19.5M |
| BTG Pactual Asset Management US LLC | 2.82% | New | 71,299 | $19.4M |
| Salem Investment Counselors Inc. | 0.55% | Reduce -0.2% | 57,243 | $18.4M |
| Prospera Financial Services Inc | 0.44% | Add +23.9% | 54,073 | $17.4M |
| Savant Capital, LLC | 0.14% | Add +0.5% | 53,962 | $17.4M |
| Mather Group, Llc. | 0.22% | Reduce -40.3% | 53,724 | $17.3M |
| Raab & Moskowitz Asset Management LLC | 4.28% | Reduce -1.4% | 52,493 | $16.9M |
| ETF Portfolio Partners, Inc. | 4.97% | Reduce -0.2% | 52,177 | $16.8M |
| Ieq Capital, LLC | 0.20% | Reduce -5.0% | 51,435 | $16.6M |
| Wealthfront Advisers LLC | 0.05% | Add +25.3% | 49,048 | $15.8M |
| Blackston Financial Advisory Group, LLC | 8.11% | New | 48,749 | $15.7M |
| Royal Fund Management, LLC | 1.09% | Add +95.5% | 47,666 | $15.4M |
| Focus Partners Wealth | 0.05% | Reduce -28.2% | 29,510 | $15.3M |
| Prudential Financial Inc. | 0.02% | Reduce -14.8% | 47,387 | $15.3M |
| ODonnell Financial Services, LLC | 6.11% | Add +2.3% | 46,730 | $15.0M |
| US Bancorp \de | 0.02% | Add +1.1% | 46,381 | $15.0M |
| TFB Advisors LLC | 4.44% | Reduce -0.6% | 46,317 | $14.9M |
| Sanctuary Advisors, LLC | 0.09% | Add +0.5% | 43,738 | $14.7M |
| Clarus Wealth Advisors | 7.33% | Add +3.4% | 45,352 | $14.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -1.7% | 44,529 | $14.3M |
| Von Berge Wealth Management Group, LLC | 8.84% | Reduce -3.6% | 42,866 | $14.3M |
| Darwin Wealth Management, LLC | 3.86% | New | 43,674 | $14.1M |
| Schroder Investment Management Group | 0.01% | Add +6.3% | 42,434 | $13.6M |
"% 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.