Vngrd Mrgstr MG CP GR ETF-UiMGKETF

13F holders, Q3 2025 (September 30)
901holders +40
81new positions
39sold out
5famous investors
$403.97avg. 13F price*

At the end of Q3 2025, 901 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, up 40 from Q2 2025. 81 opened new positions and 39 sold out. The largest holders were Assetmark, Inc. ($3.4B), Cassaday & Co Wealth Management LLC ($1.5B) and Morgan Stanley ($955.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vngrd Mrgstr MG CP GR ETF-Ui
Filed as
VANGUARD WORLD FD (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions81$398.5M
Exits39$26.4M

All 13F filers, Q2 2025 → Q3 2025: 2,841,066 shares bought and 1,273,715 shares sold, net +1,567,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 901 holders

Assetmark, Inc. 7.34% Add +7.0% 8,503,196 $3.4B
Cassaday & Co Wealth Management LLC 34.50% Reduce -0.5% 3,719,216 $1.5B
Morgan Stanley 0.06% Add +1.7% 2,373,726 $955.2M
Bank of America Corp. 0.06% Reduce -1.7% 1,921,817 $773.4M
Captrust Financial Advisors 1.31% Reduce -4.3% 1,596,147 $642.3M
Howard Capital Management, LLC 6.73% Reduce -0.4% 1,264,663 $508.9M
LPL Financial LLC 0.14% Add +6.0% 1,168,718 $470.3M
UBS Group AG 0.09% Add +12.6% 1,090,923 $439.0M
Vantagepoint Investment Advisers LLC 2.74% New 833,920 $335.6M
Ameriprise Financial Inc. 0.07% Add +2.2% 798,935 $321.5M
Wells Fargo & Company 0.06% Add +1.2% 707,637 $284.8M
Osaic Holdings, Inc. 0.39% Add +12.7% 702,853 $280.9M
Envestnet Asset Management Inc. 0.08% Reduce -0.3% 670,407 $269.8M
Angeles Wealth Management, LLC 14.28% Add +0.6% 578,678 $232.9M
Merit Financial Group, LLC 1.99% Add +50.6% 538,959 $216.9M
PNC Financial Services Group, Inc. 0.13% Reduce -1.4% 524,170 $210.9M
Cerity Partners LLC 0.29% Reduce -1.1% 444,933 $179.1M
Royal Bank of Canada 0.03% Reduce -0.3% 440,942 $177.4M
Angeles Investment Advisors, LLC 9.52% Reduce -21.6% 360,390 $145.0M
Comerica Bank 0.53% Reduce -9.3% 348,315 $140.2M
Raymond James Financial Inc. 0.04% Add +1.9% 340,942 $137.2M
Prime Capital Investment Advisors, LLC 1.52% Reduce -10.6% 301,428 $121.3M
Facet Wealth, Inc. 2.32% Add +4.2% 278,819 $112.2M
Rockefeller Capital Management L.P. 0.22% Add +1.9% 278,033 $111.9M
Petredis Investment Advisors LLC 8.92% Reduce -0.0% 276,035 $111.1M
Kensington Asset Management, LLC 6.31% No change 261,800 $105.4M
Portfolio Strategies, Inc. 11.47% Reduce -1.6% 245,203 $98.7M
Two Sigma Investments, LP 0.16% Reduce -8.9% 242,600 $97.6M
Commonwealth Equity Services, LLC 0.12% Reduce -4.1% 225,058 $90.6M
HighTower Advisors, LLC 0.10% Add +3.5% 221,443 $89.1M
Black Diamond Financial, LLC 9.98% Add +37.9% 221,321 $89.1M
Falcon Wealth Planning 7.91% Add +1.9% 218,498 $87.9M
Northwestern Mutual Wealth Management Co. 0.06% Add +34.8% 211,528 $85.1M
IFC Advisors LLC 13.81% Reduce -13.9% 187,284 $75.4M
Stifel Financial Corp. 0.07% Reduce -4.8% 184,145 $74.1M
Cetera Investment Advisers 0.09% Add +20.6% 181,943 $73.2M
Strategic Investment Advisors / MI 6.48% Reduce -99.9% 230 $72.1M
Mariner, LLC 0.09% Reduce -1.9% 174,094 $70.1M
Gratus Wealth Advisors, LLC 9.54% Reduce -0.0% 168,352 $67.7M
Beacon Capital Management, LLC 9.46% Reduce -5.4% 165,376 $66.6M
Praetorian Wealth Management, Inc. 13.06% Add +3.9% 158,140 $63.6M
CX Institutional 1.84% Reduce -22.8% 150,740 $60.7M
Goldman Sachs Group Inc. 0.01% Add +46.2% 149,773 $60.3M
Leelyn Smith, LLC 8.72% Reduce -2.1% 143,945 $57.9M
Creative Planning 0.04% Reduce -0.3% 135,219 $54.4M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -21.0% 132,143 $53.5M
Janney Montgomery Scott LLC 0.12% Reduce -0.3% 126,814 $51.0M
Leavell Investment Management, Inc. 2.06% Add +1.7% 121,543 $49.0M
Hengehold Capital Management LLC 4.01% Reduce -0.1% 116,877 $47.0M
Cambridge Investment Research Advisors, Inc. 0.12% Add +0.3% 112,259 $45.2M
MML Investors Services, LLC 0.12% Reduce -15.7% 111,981 $45.1M
Lido Advisors, LLC 0.18% Add +3.4% 108,863 $43.8M
Bernardo Wealth Planning LLC 8.59% Reduce -11.0% 108,862 $43.8M
JPMorgan Chase & Co. 0.00% Add +20.4% 100,293 $40.4M
Means Investment Co., Inc. 3.44% Reduce -6.8% 98,738 $39.7M
Apriem Advisors 3.74% Add +4.6% 98,337 $39.6M
Blue Edge Capital, LLC 5.46% Add +6.6% 95,429 $38.4M
FC Advisory LLC 11.06% Reduce -4.5% 93,928 $37.8M
DT Investment Partners, LLC 3.04% Add +4887.2% 89,421 $36.0M
ETF Portfolio Partners, Inc. 9.23% Reduce -9.4% 86,165 $34.7M
BTG Pactual Asset Management US LLC 4.09% Add +5.9% 94,048 $34.4M
D.A. Davidson & Co. 0.21% Add +0.8% 79,813 $32.1M
BHK Investment Advisors, LLC 11.37% Reduce -3.3% 75,637 $30.4M
Redhawk Wealth Advisors, Inc. 3.53% Add +773.6% 75,619 $30.4M
HB Wealth Management, LLC 0.21% Reduce -0.2% 75,253 $30.3M
Erickson Financial Group, LLC 18.83% Reduce -0.1% 74,489 $30.0M
Clarity Financial LLC 2.83% Reduce -3.7% 70,923 $28.5M
Amara Financial, Llc. 20.68% Add +7.7% 69,764 $28.1M
Avior Wealth Management, LLC 0.87% Reduce -4.1% 66,946 $26.9M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +9.0% 66,450 $26.7M
Concurrent Investment Advisors, LLC 0.46% Reduce -5.3% 65,584 $26.4M
Northern Trust Corp. 0.00% Reduce -1.2% 60,655 $24.4M
Wealthfront Advisers LLC 0.06% Add +0.1% 59,795 $24.1M
Zeit Capital LLC 15.62% Reduce -0.6% 57,098 $23.0M
Alps Advisors Inc. 0.13% Reduce -0.3% 56,945 $22.9M
Prospera Financial Services Inc 0.39% Reduce -0.5% 56,136 $22.6M
Ieq Capital, LLC 0.07% Reduce -0.4% 55,812 $22.5M
Salem Investment Counselors Inc. 0.64% Reduce -0.8% 55,115 $22.2M
Sanctuary Advisors, LLC 0.13% Add +5.5% 55,033 $22.1M
Clarus Wealth Advisors 9.79% Reduce -0.3% 54,812 $22.1M
Stratos Investment Management, LLC 0.90% Add +17.5% 54,050 $21.8M
Creative Financial Designs Inc. 1.39% Add +3.3% 51,491 $20.7M
Savant Capital, LLC 0.12% Add +3.6% 50,748 $20.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.39% Add +17.6% 48,651 $19.6M
ODonnell Financial Services, LLC 6.93% Add +2.1% 48,391 $19.5M
Zhang Financial LLC 0.78% Add +6.4% 47,778 $19.2M
Raab & Moskowitz Asset Management LLC 4.26% Reduce -0.5% 47,266 $19.0M
Wheelhouse Advisory Group LLC 8.19% Add +2.7% 47,258 $19.0M
Blackston Financial Advisory Group, LLC 11.08% Reduce -1.8% 46,346 $18.7M
WealthShield Partners, LLC 2.08% Add +0.3% 45,601 $18.3M
US Bancorp \de 0.02% Add +0.8% 44,571 $18.0M
Kestra Advisory Services, LLC 0.08% Add +8.2% 43,988 $17.7M
SOL Capital Management CO 1.58% Add +5.0% 43,847 $17.6M
Systelligence, LLC 3.06% New 40,134 $16.2M
NWF Advisory Services Inc. 1.77% Reduce -9.5% 40,005 $16.1M
Kingsview Wealth Management, LLC 0.25% Add +24.2% 40,003 $16.1M
Northeast Investment Management 0.63% Add +5.1% 38,609 $15.5M
Wealthspire Retirement, LLC 0.98% Reduce -8.3% 38,219 $15.4M
Stephens Inc. 0.20% Reduce -1.3% 38,097 $15.3M
Vestmark Advisory Solutions, Inc. 0.29% Reduce -49.2% 37,725 $15.2M

"% 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 901 holders