Vngrd Mrgstr MG CP GR ETF-UiMGKETF

13F holders, Q2 2025 (June 30)
861holders +46
93new positions
49sold out
7famous investors
$365.64avg. 13F price*

At the end of Q2 2025, 861 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, up 46 from Q1 2025. 93 opened new positions and 49 sold out. The largest holders were Assetmark, Inc. ($2.9B), Cassaday & Co Wealth Management LLC ($1.4B) and Morgan Stanley ($854.6M). 7 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 (Q2 2025)
CUSIP
921910816
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 707Q1 2024Q2 2024: 736Q2 2024Q3 2024: 747Q3 2024Q4 2024: 839Q4 2024Q1 2025: 815Q1 2025Q2 2025: 861Q2 2025Q3 2025: 901Q3 2025Q4 2025: 981Q4 2025Q1 2026: 962Q1 2026Q2 2026: 1,021Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions93$231.8M
Exits49$80.9M

All 13F filers, Q1 2025 → Q2 2025: 3,159,597 shares bought and 1,508,420 shares sold, net +1,651,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 861 holders

Assetmark, Inc. 6.87% Add +3.0% 7,944,594 $2.9B
Cassaday & Co Wealth Management LLC 34.25% Add +6.0% 3,737,341 $1.4B
Morgan Stanley 0.06% Add +2.3% 2,333,958 $854.6M
Bank of America Corp. 0.06% Reduce -2.0% 1,954,190 $715.6M
Captrust Financial Advisors 1.36% Add +0.9% 1,668,738 $611.0M
Howard Capital Management, LLC 6.97% Reduce -21.4% 1,269,992 $465.5M
LPL Financial LLC 0.13% Add +6.7% 1,102,761 $403.8M
UBS Group AG 0.07% Add +8.8% 968,648 $354.7M
Ameriprise Financial Inc. 0.07% Reduce -2.9% 781,681 $286.2M
Wells Fargo & Company 0.06% Reduce -16.8% 699,131 $256.0M
Envestnet Asset Management Inc. 0.07% Reduce -3.0% 672,362 $246.1M
Angeles Wealth Management, LLC 14.45% Add +7.7% 575,440 $210.7M
Osaic Holdings, Inc. 0.36% Add +383.6% 623,866 $202.8M
PNC Financial Services Group, Inc. 0.13% Reduce -2.5% 531,543 $194.6M
Angeles Investment Advisors, LLC 9.51% Add +59.2% 459,590 $168.3M
Cerity Partners LLC 0.29% Add +7.7% 449,938 $164.8M
Royal Bank of Canada 0.03% Add +4.6% 442,317 $162.0M
Comerica Bank 0.55% Reduce -2.2% 384,074 $140.6M
Merit Financial Group, LLC 1.46% Reduce -0.6% 357,827 $131.0M
Prime Capital Investment Advisors, LLC 1.64% Reduce -3.9% 337,161 $123.5M
Raymond James Financial Inc. 0.04% Add +31.8% 334,734 $122.6M
Facet Wealth, Inc. 2.31% Add +13.0% 267,668 $101.9M
Petredis Investment Advisors LLC 8.86% Add +3.5% 276,075 $101.1M
Rockefeller Capital Management L.P. 0.22% Add +10.4% 272,925 $99.9M
Two Sigma Investments, LP 0.18% Reduce -11.0% 266,200 $97.5M
Kensington Asset Management, LLC 7.24% New 261,800 $95.9M
Portfolio Strategies, Inc. 11.89% Reduce -1.5% 249,279 $91.2M
Commonwealth Equity Services, LLC 0.11% Reduce -5.7% 234,590 $85.9M
IFC Advisors LLC 14.89% Add +3.4% 217,435 $79.6M
Falcon Wealth Planning 7.94% Add +6.7% 214,506 $78.5M
HighTower Advisors, LLC 0.10% Add +5.7% 214,060 $78.4M
CX Institutional 2.49% Add +14.4% 195,369 $71.5M
Stifel Financial Corp. 0.07% Reduce -2.5% 193,418 $70.8M
Mariner, LLC 0.09% Add +7.3% 177,393 $65.0M
Beacon Capital Management, LLC 8.64% Reduce -1.6% 174,834 $64.0M
Wealth Enhancement Advisory Services, LLC 0.10% Reduce -9.4% 167,333 $61.8M
Gratus Wealth Advisors, LLC 9.34% Reduce -0.3% 168,403 $61.7M
Strategic Investment Advisors / MI 5.83% Add +10.0% 163,531 $60.0M
Black Diamond Financial, LLC 9.13% Reduce -5.3% 160,522 $58.8M
Northwestern Mutual Wealth Management Co. 0.04% Add +12.9% 156,954 $57.5M
Praetorian Wealth Management, Inc. 12.82% Add +20186.0% 152,145 $55.7M
Cetera Investment Advisers 0.09% Add +11.1% 150,800 $55.2M
Leelyn Smith, LLC 8.83% Add +4.9% 147,010 $53.8M
Creative Planning 0.04% Reduce -3.1% 135,655 $49.7M
MML Investors Services, LLC 0.14% Reduce -20.9% 132,750 $48.6M
Janney Montgomery Scott LLC 0.12% Add +0.0% 127,143 $46.6M
Bernardo Wealth Planning LLC 9.73% Add +2.0% 122,348 $44.8M
Leavell Investment Management, Inc. 1.96% Add +0.1% 119,538 $43.8M
Hengehold Capital Management LLC 3.90% Add +0.1% 116,951 $42.8M
American Trust 3.91% New 113,291 $41.5M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -0.2% 111,983 $41.0M
Means Investment Co., Inc. 3.68% Reduce -3.8% 106,000 $38.8M
Lido Advisors, LLC 0.20% Add +1557.4% 105,294 $38.6M
Goldman Sachs Group Inc. 0.01% Reduce -4.5% 102,429 $37.5M
FC Advisory LLC 11.12% Reduce -1.7% 98,336 $36.0M
ETF Portfolio Partners, Inc. 9.66% Add +1.2% 95,148 $34.8M
Apriem Advisors 3.66% Add +18.6% 93,976 $34.4M
Blue Edge Capital, LLC 4.87% Reduce -1.5% 89,502 $32.8M
BTG Pactual Asset Management US LLC 4.39% Add +31.9% 88,811 $32.5M
JPMorgan Chase & Co. 0.00% Add +9.2% 83,322 $30.5M
Beacon Pointe Advisors, LLC 0.31% Reduce -2.2% 80,608 $29.5M
EP Wealth Advisors, LLC 0.19% Reduce -0.5% 80,507 $29.5M
D.A. Davidson & Co. 0.20% Add +0.0% 79,178 $29.0M
BHK Investment Advisors, LLC 11.22% Reduce -0.1% 78,247 $28.7M
HB Wealth Management, LLC 0.22% Reduce -0.2% 75,373 $27.6M
Copperwynd Financial, LLC 6.82% Add +2.9% 74,678 $27.3M
Erickson Financial Group, LLC 18.44% Reduce -10.5% 74,547 $27.3M
Vestmark Advisory Solutions, Inc. 0.39% Add +159.9% 74,226 $27.2M
Clarity Financial LLC 2.90% Add +80.2% 73,621 $27.0M
Avior Wealth Management, LLC 0.88% Reduce -0.9% 69,827 $25.6M
Concurrent Investment Advisors, LLC 0.49% Add +7.4% 69,251 $25.4M
Amara Financial, Llc. 20.90% Reduce -8.7% 64,799 $23.7M
Northern Trust Corp. 0.00% Reduce -9.0% 61,392 $22.5M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +20.6% 60,950 $22.3M
Wealthfront Advisers LLC 0.06% Reduce -2.8% 59,714 $21.9M
Zeit Capital LLC 15.04% Add +0.4% 57,451 $21.0M
Alps Advisors Inc. 0.12% Add +49.5% 57,095 $20.9M
Prospera Financial Services Inc 0.39% Add +0.5% 56,433 $20.7M
Ieq Capital, LLC 0.13% Add +3.2% 56,059 $20.5M
Salem Investment Counselors Inc. 0.65% Reduce -1.9% 55,558 $20.4M
Clarus Wealth Advisors 9.31% Add +69.0% 54,989 $20.1M
Sanctuary Advisors, LLC 0.12% Add +4.8% 52,173 $19.1M
Creative Financial Designs Inc. 1.31% Add +29.4% 49,833 $18.2M
Savant Capital, LLC 0.13% Reduce -8.1% 48,992 $17.9M
Raab & Moskowitz Asset Management LLC 4.15% Reduce -1.7% 47,505 $17.4M
ODonnell Financial Services, LLC 6.66% Add +0.9% 47,410 $17.4M
Blackston Financial Advisory Group, LLC 10.81% Reduce -4.9% 47,180 $17.3M
Mather Group, Llc. 0.18% Reduce -3.3% 46,313 $17.0M
Stratos Investment Management, LLC 0.77% Add +10.5% 46,000 $16.8M
Wheelhouse Advisory Group LLC 8.30% Add +4.8% 45,999 $16.8M
WealthShield Partners, LLC 2.01% Add +0.8% 45,473 $16.6M
Zhang Financial LLC 0.76% Add +3.1% 44,886 $16.4M
Von Berge Wealth Management Group, LLC 9.23% Add +0.1% 43,967 $16.4M
US Bancorp \de 0.02% Reduce -0.2% 44,234 $16.2M
NWF Advisory Services Inc. 1.93% Reduce -0.3% 44,207 $16.2M
TFB Advisors LLC 4.13% Reduce -1.6% 43,069 $15.8M
SOL Capital Management CO 1.48% Add +19.9% 41,767 $15.3M
Wealthspire Retirement, LLC 1.01% New 41,688 $15.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.34% Add +3.8% 41,381 $15.2M
Kestra Advisory Services, LLC 0.07% Reduce -35.1% 40,642 $14.9M

"% 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.

Show all 861 holders