Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q4 2024 (December 31)839holders +92
72new positions
33sold out
5famous investors
$343.29avg. 13F price*
At the end of Q4 2024, 839 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, up 92 from Q3 2024. 72 opened new positions and 33 sold out. The largest holders were Assetmark, Inc. ($2.6B), Cassaday & Co Wealth Management LLC ($1.2B) and Morgan Stanley ($737.6M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q4 2024)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $104.9M |
| Exits | 33 | $313.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,642,604 shares bought and 1,817,550 shares sold, net −174,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 839 holders
| Assetmark, Inc. | 6.96% | Add +0.1% | 7,458,464 | $2.6B |
| Cassaday & Co Wealth Management LLC | 33.52% | Add +0.1% | 3,577,296 | $1.2B |
| Morgan Stanley | 0.05% | Add +9.0% | 2,147,853 | $737.6M |
| Bank of America Corp. | 0.06% | Reduce -2.5% | 1,863,480 | $639.9M |
| Captrust Financial Advisors | 1.61% | Add +2.7% | 1,637,452 | $562.3M |
| Howard Capital Management, LLC | 8.60% | Reduce -0.3% | 1,612,707 | $553.8M |
| LPL Financial LLC | 0.15% | Add +14.5% | 1,080,875 | $371.2M |
| Angeles Investment Advisors, LLC | 13.82% | Reduce -2.0% | 835,890 | $287.1M |
| UBS Group AG | 0.06% | Reduce -1.8% | 817,246 | $280.7M |
| Wells Fargo & Company | 0.07% | Reduce -15.3% | 792,058 | $272.0M |
| Ameriprise Financial Inc. | 0.06% | Add +23.6% | 714,135 | $245.3M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -7.0% | 705,720 | $242.4M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -0.9% | 560,710 | $192.6M |
| Angeles Wealth Management, LLC | 14.68% | Add +5.3% | 518,675 | $178.1M |
| Royal Bank of Canada | 0.03% | Add +6.5% | 432,793 | $148.6M |
| Cerity Partners LLC | 0.29% | Add +3.2% | 394,571 | $135.5M |
| Comerica Bank | 0.52% | Reduce -4.9% | 375,073 | $128.8M |
| Prime Capital Investment Advisors, LLC | 1.60% | Reduce -4.7% | 321,569 | $110.4M |
| Facet Wealth, Inc. | 2.73% | Add +1.6% | 295,312 | $103.0M |
| Commonwealth Equity Services, LLC | 0.14% | Add +3.5% | 269,694 | $92.6M |
| Means Investment Co., Inc. | 9.38% | Reduce -0.9% | 262,363 | $90.1M |
| Petredis Investment Advisors LLC | 9.21% | Add +3.2% | 259,521 | $89.1M |
| Portfolio Strategies, Inc. | 12.50% | Reduce -1.6% | 256,421 | $88.0M |
| Osaic Holdings, Inc. | 0.19% | Reduce -3.9% | 251,220 | $86.3M |
| HighTower Advisors, LLC | 0.12% | Add +0.8% | 249,449 | $85.7M |
| Merit Financial Group, LLC | 1.51% | Add +12.2% | 244,655 | $84.0M |
| Two Sigma Investments, LP | 0.20% | Add +34.4% | 236,600 | $81.3M |
| Raymond James Financial Inc. | 0.03% | — | 232,633 | $79.9M |
| Rockefeller Capital Management L.P. | 0.21% | Reduce -0.3% | 230,734 | $79.2M |
| Stifel Financial Corp. | 0.07% | Add +1.6% | 196,659 | $67.5M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +3.9% | 183,700 | $63.1M |
| MML Investors Services, LLC | 0.22% | Reduce -9.0% | 182,544 | $62.7M |
| Falcon Wealth Planning | 6.73% | Add +4.7% | 175,886 | $60.4M |
| Gratus Wealth Advisors, LLC | 9.48% | Add +0.0% | 172,498 | $59.2M |
| IFC Advisors LLC | 12.59% | — | 168,232 | $57.8M |
| CX Institutional | 2.26% | Add +16.8% | 165,583 | $56.9M |
| Black Diamond Financial, LLC | 8.46% | Add +6.5% | 164,395 | $56.5M |
| Mariner, LLC | 0.09% | Add +43.6% | 159,114 | $54.6M |
| Hengehold Capital Management LLC | 4.99% | Reduce -7.0% | 154,281 | $53.0M |
| Cetera Investment Advisers | 0.11% | Add +1.8% | 150,561 | $51.7M |
| Beacon Capital Management, LLC | 6.48% | Add +10.8% | 144,925 | $49.8M |
| Creative Planning | 0.05% | Reduce -1.8% | 140,202 | $48.1M |
| Strategic Investment Advisors / MI | 4.98% | Add +1.0% | 136,645 | $46.9M |
| Leelyn Smith, LLC | 8.33% | Reduce -1.7% | 136,217 | $46.8M |
| Janney Montgomery Scott LLC | 0.12% | Add +0.2% | 126,996 | $43.6M |
| Piedmont Capital Management, LLC | 26.08% | Add +1.6% | 126,385 | $43.3M |
| Bernardo Wealth Planning LLC | 9.69% | Reduce -2.0% | 119,000 | $40.5M |
| Leavell Investment Management, Inc. | 1.95% | Add +2.9% | 115,811 | $39.8M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Reduce -5.3% | 112,374 | $38.6M |
| RFP Financial Group LLC | 14.75% | Reduce -7.6% | 110,085 | $37.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.1% | 105,802 | $36.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2.8% | 105,115 | $36.1M |
| FC Advisory LLC | 11.56% | Reduce -3.6% | 100,440 | $34.5M |
| One Capital Management, LLC | 1.13% | Reduce -1.7% | 99,347 | $34.1M |
| Penserra Capital Management LLC | 0.59% | New | 93,833 | $32.2M |
| Blue Edge Capital, LLC | 5.04% | Reduce -3.7% | 93,266 | $32.0M |
| American Trust | 2.43% | Reduce -1.1% | 92,909 | $31.9M |
| ETF Portfolio Partners, Inc. | 9.47% | Add +76.0% | 91,847 | $31.5M |
| BHK Investment Advisors, LLC | 11.42% | Reduce -3.0% | 88,607 | $30.4M |
| Beacon Pointe Advisors, LLC | 0.33% | Reduce -5.3% | 87,818 | $30.2M |
| DT Investment Partners, LLC | 2.49% | Reduce -2.7% | 85,782 | $29.5M |
| Erickson Financial Group, LLC | 20.61% | Reduce -1.1% | 84,306 | $29.0M |
| EP Wealth Advisors, LLC | 0.23% | Reduce -0.8% | 81,466 | $28.0M |
| D.A. Davidson & Co. | 0.21% | Add +4.8% | 74,259 | $25.5M |
| HB Wealth Management, LLC | 0.26% | Add +10.3% | 73,253 | $25.2M |
| Avior Wealth Management, LLC | 0.91% | Reduce -3.0% | 72,566 | $24.9M |
| JPMorgan Chase & Co. | 0.00% | Add +18.0% | 71,583 | $24.6M |
| Amara Financial, Llc. | 22.41% | Add +4.7% | 70,704 | $24.3M |
| Copperwynd Financial, LLC | 6.69% | Add +3.9% | 70,595 | $24.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Reduce -4.2% | 68,720 | $23.8M |
| Kestra Advisory Services, LLC | 0.13% | Add +6.3% | 68,485 | $23.5M |
| Foundations Investment Advisors, LLC | 0.44% | Add +9.3% | 66,189 | $22.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 65,378 | $22.5M |
| Prospera Financial Services Inc | 0.47% | Add +9.7% | 59,293 | $20.4M |
| Wealthfront Advisers LLC | 0.06% | Add +18.6% | 58,168 | $20.0M |
| Salem Investment Counselors Inc. | 0.64% | Reduce -0.1% | 57,204 | $19.6M |
| Zeit Capital LLC | 14.94% | Reduce -13.2% | 55,187 | $19.5M |
| Savant Capital, LLC | 0.15% | Add +1.4% | 54,702 | $18.8M |
| Ieq Capital, LLC | 0.18% | Add +5.2% | 54,129 | $18.6M |
| GeoWealth Management, LLC | 0.60% | Add +266.3% | 53,680 | $18.4M |
| BTG Pactual Asset Management US LLC | 2.35% | Reduce -6.2% | 66,861 | $18.2M |
| Blackston Financial Advisory Group, LLC | 9.01% | Add +8.1% | 52,685 | $18.1M |
| Mather Group, Llc. | 0.23% | Reduce -3.6% | 51,784 | $17.8M |
| Raab & Moskowitz Asset Management LLC | 4.35% | Reduce -1.6% | 51,633 | $17.7M |
| Clarus Wealth Advisors | 7.92% | Add +3.6% | 47,000 | $15.9M |
| Sanctuary Advisors, LLC | 0.10% | Add +3.7% | 45,341 | $15.9M |
| Royal Fund Management, LLC | 1.70% | Reduce -4.7% | 45,430 | $15.7M |
| US Bancorp \de | 0.02% | Reduce -2.1% | 45,409 | $15.6M |
| TFB Advisors LLC | 4.46% | Reduce -1.9% | 45,457 | $15.6M |
| Independent Advisor Alliance | 0.20% | New | 44,687 | $15.3M |
| NWF Advisory Services Inc. | 2.23% | Add +18.7% | 44,337 | $15.2M |
| ODonnell Financial Services, LLC | 6.30% | Add +0.6% | 47,029 | $15.0M |
| Von Berge Wealth Management Group, LLC | 9.02% | Reduce -0.6% | 42,614 | $14.9M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -4.6% | 42,461 | $14.6M |
| Concurrent Investment Advisors, LLC | 0.39% | Add +17.3% | 42,187 | $14.5M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +31.9% | 41,894 | $14.4M |
| Wheelhouse Advisory Group LLC | 8.52% | Add +2.0% | 41,780 | $14.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -37.9% | 40,966 | $14.1M |
| Vestmark Advisory Solutions, Inc. | 0.48% | New | 40,744 | $14.0M |
| Apriem Advisors | 1.58% | Add +43.8% | 40,180 | $13.8M |
"% 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.