Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q1 2025 (March 31)815holders −24
59new positions
73sold out
4famous investors
$302.84avg. 13F price*
At the end of Q1 2025, 815 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, down 24 from Q4 2024. 59 opened new positions and 73 sold out. The largest holders were Assetmark, Inc. ($2.1B), Cassaday & Co Wealth Management LLC ($1.1B) and Morgan Stanley ($705.1M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vngrd Mrgstr MG CP GR ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q1 2025)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $69.5M |
| Exits | 73 | $162.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,868,345 shares bought and 2,205,130 shares sold, net −336,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 815 holders
| Assetmark, Inc. | 5.90% | Add +3.5% | 7,716,979 | $2.1B |
| Cassaday & Co Wealth Management LLC | 30.62% | Reduce -1.4% | 3,525,434 | $1.1B |
| Morgan Stanley | 0.05% | Add +6.3% | 2,282,698 | $705.1M |
| Bank of America Corp. | 0.05% | Add +7.0% | 1,993,166 | $615.6M |
| Captrust Financial Advisors | 1.28% | Add +1.0% | 1,653,306 | $510.7M |
| Howard Capital Management, LLC | 12.53% | Add +0.1% | 1,614,964 | $498.8M |
| LPL Financial LLC | 0.12% | Reduce -4.4% | 1,033,098 | $319.1M |
| UBS Group AG | 0.06% | Add +8.9% | 890,103 | $274.9M |
| Wells Fargo & Company | 0.06% | Add +6.1% | 840,401 | $259.6M |
| Ameriprise Financial Inc. | 0.07% | Add +12.7% | 805,119 | $248.9M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.8% | 693,226 | $214.1M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -2.7% | 545,424 | $168.5M |
| Angeles Wealth Management, LLC | 13.72% | Add +3.0% | 534,450 | $165.1M |
| Royal Bank of Canada | 0.03% | Reduce -2.3% | 422,824 | $130.6M |
| Cerity Partners LLC | 0.27% | Add +5.9% | 417,948 | $129.1M |
| Comerica Bank | 0.51% | Add +4.7% | 392,539 | $121.2M |
| Merit Financial Group, LLC | 1.67% | Add +47.1% | 359,838 | $111.1M |
| Prime Capital Investment Advisors, LLC | 1.29% | Add +9.1% | 350,962 | $110.1M |
| Two Sigma Investments, LP | 0.21% | Add +26.4% | 299,000 | $92.4M |
| Angeles Investment Advisors, LLC | 4.80% | Reduce -65.5% | 288,640 | $89.2M |
| Petredis Investment Advisors LLC | 8.61% | Add +2.8% | 266,651 | $82.4M |
| Raymond James Financial Inc. | 0.03% | Add +9.1% | 253,906 | $78.4M |
| Portfolio Strategies, Inc. | 12.10% | Reduce -1.4% | 252,965 | $78.1M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -7.7% | 248,820 | $76.9M |
| Facet Wealth, Inc. | 1.98% | Reduce -19.8% | 236,887 | $76.5M |
| Rockefeller Capital Management L.P. | 0.19% | Add +7.1% | 247,133 | $76.3M |
| IFC Advisors LLC | 13.56% | Add +25.1% | 210,368 | $65.0M |
| HighTower Advisors, LLC | 0.08% | Reduce -18.9% | 202,432 | $62.5M |
| Falcon Wealth Planning | 6.90% | Add +14.3% | 200,980 | $62.1M |
| Stifel Financial Corp. | 0.07% | Add +0.8% | 198,322 | $61.3M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +0.5% | 184,669 | $57.0M |
| Beacon Capital Management, LLC | 7.41% | Add +22.6% | 177,724 | $54.9M |
| CX Institutional | 1.99% | Add +3.1% | 170,735 | $52.7M |
| Black Diamond Financial, LLC | 7.86% | Add +3.1% | 169,455 | $52.3M |
| Gratus Wealth Advisors, LLC | 8.56% | Reduce -2.1% | 168,851 | $52.2M |
| MML Investors Services, LLC | 0.17% | Reduce -8.1% | 167,773 | $51.8M |
| Mariner, LLC | 0.09% | Add +3.9% | 165,390 | $51.1M |
| Strategic Investment Advisors / MI | 4.87% | Add +8.8% | 148,656 | $45.9M |
| RFP Financial Group LLC | 17.84% | Add +30.0% | 143,155 | $44.2M |
| Leelyn Smith, LLC | 7.69% | Add +2.9% | 140,184 | $43.3M |
| Creative Planning | 0.04% | Reduce -0.2% | 139,970 | $43.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +32.3% | 139,025 | $42.9M |
| Cetera Investment Advisers | 0.08% | Reduce -9.8% | 135,767 | $41.9M |
| Osaic Holdings, Inc. | 0.09% | Reduce -48.6% | 129,011 | $39.9M |
| Janney Montgomery Scott LLC | 0.11% | Add +0.1% | 127,126 | $39.3M |
| Bernardo Wealth Planning LLC | 8.86% | Add +0.8% | 119,900 | $37.0M |
| Leavell Investment Management, Inc. | 1.82% | Add +3.1% | 119,371 | $36.9M |
| Hengehold Capital Management LLC | 3.43% | Reduce -24.3% | 116,782 | $36.1M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -0.2% | 112,187 | $34.7M |
| Means Investment Co., Inc. | 3.61% | Reduce -58.0% | 110,147 | $34.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.4% | 107,285 | $33.1M |
| Penserra Capital Management LLC | 0.56% | Add +7.8% | 101,180 | $31.3M |
| FC Advisory LLC | 10.44% | Reduce -0.4% | 99,996 | $30.9M |
| One Capital Management, LLC | 1.02% | Reduce -1.8% | 97,582 | $30.1M |
| ETF Portfolio Partners, Inc. | 8.74% | Add +2.3% | 93,985 | $29.0M |
| Blue Edge Capital, LLC | 4.51% | Reduce -2.6% | 90,873 | $28.1M |
| Erickson Financial Group, LLC | 19.21% | Reduce -1.2% | 83,323 | $25.7M |
| Beacon Pointe Advisors, LLC | 0.29% | Reduce -6.2% | 82,408 | $25.5M |
| EP Wealth Advisors, LLC | 0.20% | Reduce -0.7% | 80,936 | $25.0M |
| Apriem Advisors | 2.87% | Add +97.2% | 79,216 | $24.5M |
| D.A. Davidson & Co. | 0.20% | Add +6.6% | 79,173 | $24.5M |
| BHK Investment Advisors, LLC | 10.22% | Reduce -11.6% | 78,301 | $24.2M |
| Wellington Management Group LLP | 0.00% | New | 78,277 | $24.2M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 76,323 | $23.6M |
| HB Wealth Management, LLC | 0.20% | Add +3.1% | 75,498 | $23.3M |
| Copperwynd Financial, LLC | 6.18% | Add +2.8% | 72,567 | $22.4M |
| Amara Financial, Llc. | 20.25% | Add +0.3% | 70,942 | $21.9M |
| Avior Wealth Management, LLC | 0.83% | Reduce -2.9% | 70,455 | $21.8M |
| Northern Trust Corp. | 0.00% | Add +3.2% | 67,478 | $20.8M |
| BTG Pactual Asset Management US LLC | 2.70% | Add +0.7% | 67,306 | $20.8M |
| Concurrent Investment Advisors, LLC | 0.48% | Add +52.8% | 64,466 | $19.9M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -8.6% | 62,603 | $19.3M |
| Wealthfront Advisers LLC | 0.05% | Add +5.7% | 61,462 | $19.0M |
| Zeit Capital LLC | 13.60% | Add +3.7% | 57,233 | $17.7M |
| Salem Investment Counselors Inc. | 0.61% | Reduce -1.0% | 56,617 | $17.5M |
| Prospera Financial Services Inc | 0.40% | Reduce -5.3% | 56,133 | $17.3M |
| Ieq Capital, LLC | 0.13% | Add +0.4% | 54,332 | $16.8M |
| Savant Capital, LLC | 0.14% | Reduce -2.5% | 53,307 | $16.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -26.5% | 50,530 | $15.6M |
| Sanctuary Advisors, LLC | 0.11% | Add +9.8% | 49,801 | $15.4M |
| Blackston Financial Advisory Group, LLC | 10.40% | Reduce -5.8% | 49,622 | $15.3M |
| Raab & Moskowitz Asset Management LLC | 3.76% | Reduce -6.4% | 48,308 | $14.9M |
| Mather Group, Llc. | 0.17% | Reduce -7.5% | 47,896 | $14.8M |
| ODonnell Financial Services, LLC | 5.99% | Reduce -0.1% | 46,982 | $14.5M |
| WealthShield Partners, LLC | 1.80% | Add +14.5% | 45,106 | $13.9M |
| US Bancorp \de | 0.02% | Reduce -2.4% | 44,333 | $13.7M |
| NWF Advisory Services Inc. | 1.92% | Reduce -0.0% | 44,330 | $13.7M |
| Von Berge Wealth Management Group, LLC | 8.75% | Add +3.1% | 43,939 | $13.6M |
| Wheelhouse Advisory Group LLC | 7.75% | Add +5.1% | 43,906 | $13.6M |
| TFB Advisors LLC | 3.90% | Reduce -3.7% | 43,784 | $13.5M |
| Zhang Financial LLC | 0.71% | Add +38.0% | 43,542 | $13.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -0.2% | 42,383 | $13.1M |
| Stratos Investment Management, LLC | 0.69% | Add +32.5% | 41,620 | $12.9M |
| Clarity Financial LLC | 1.45% | Add +102.1% | 40,866 | $12.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.32% | Add +3.0% | 39,885 | $12.3M |
| Creative Financial Designs Inc. | 0.95% | Add +9.3% | 38,516 | $11.9M |
| Alps Advisors Inc. | 0.07% | No change | 38,185 | $11.8M |
| Darwin Wealth Management, LLC | 3.85% | No change | 33,362 | $11.5M |
| Texas Capital Bank Wealth Management Services Inc | 1.14% | Reduce -0.0% | 36,383 | $11.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 35,694 | $11.0M |
"% 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.