Vngrd Mrgstr MG CP GR ETF-UiMGKETF

13F holders, Q4 2025 (December 31)
981holders +80
69new positions
40sold out
3famous investors
$410.86avg. 13F price*

At the end of Q4 2025, 981 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, up 80 from Q3 2025. 69 opened new positions and 40 sold out. The largest holders were Assetmark, Inc. ($3.5B), Cassaday & Co Wealth Management LLC ($1.5B) and Morgan Stanley ($1.1B). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions69$48.3M
Exits40$31.3M

All 13F filers, Q3 2025 → Q4 2025: 1,701,743 shares bought and 1,980,356 shares sold, net −278,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 981 holders

Assetmark, Inc. 7.23% Add +1.0% 8,590,832 $3.5B
Cassaday & Co Wealth Management LLC 31.93% Reduce -1.3% 3,671,203 $1.5B
Morgan Stanley 0.07% Add +11.7% 2,651,172 $1.1B
Bank of America Corp. 0.06% Add +7.1% 2,058,771 $849.8M
Howard Capital Management, LLC 6.76% No change 1,264,663 $522.0M
LPL Financial LLC 0.13% Add +0.4% 1,173,852 $484.5M
UBS Group AG 0.09% Add +0.8% 1,100,021 $454.1M
Captrust Financial Advisors 0.84% Reduce -33.3% 1,063,914 $439.2M
Vantagepoint Investment Advisers LLC 2.91% Add +4.9% 875,123 $361.2M
Ameriprise Financial Inc. 0.07% Reduce -4.7% 761,508 $314.6M
Wells Fargo & Company 0.06% Add +5.7% 747,855 $308.7M
Envestnet Asset Management Inc. 0.08% Add +0.2% 671,448 $277.2M
Merit Financial Group, LLC 2.10% Add +17.4% 632,742 $261.2M
Angeles Wealth Management, LLC 13.42% Add +1.9% 589,456 $243.3M
PNC Financial Services Group, Inc. 0.12% Reduce -1.2% 517,649 $213.7M
Royal Bank of Canada 0.03% Add +3.7% 457,187 $188.7M
Cerity Partners LLC 0.27% Add +1.3% 450,601 $186.0M
Raymond James Financial Inc. 0.05% Add +8.0% 368,045 $151.9M
Facet Wealth, Inc. 2.25% Add +10.5% 308,151 $127.1M
Petredis Investment Advisors LLC 8.88% Reduce -0.6% 274,338 $113.2M
Kensington Asset Management, LLC 5.63% No change 261,800 $108.9M
Rockefeller Capital Management L.P. 0.18% Reduce -12.1% 244,403 $100.9M
Portfolio Strategies, Inc. 11.40% Reduce -2.7% 238,524 $98.5M
Osaic Holdings, Inc. 0.14% Reduce -67.1% 231,540 $95.6M
Northwestern Mutual Wealth Management Co. 0.06% Add +9.4% 231,454 $95.5M
HighTower Advisors, LLC 0.10% Add +3.6% 229,470 $94.7M
Comerica Bank 0.38% Reduce -34.5% 228,033 $94.1M
Two Sigma Investments, LP 0.14% Reduce -8.8% 221,120 $91.3M
Falcon Wealth Planning 7.67% Add +0.9% 220,484 $91.0M
Black Diamond Financial, LLC 9.59% Reduce -0.5% 220,286 $90.9M
Angeles Investment Advisors, LLC 6.01% Reduce -39.4% 218,340 $90.1M
Commonwealth Equity Services, LLC 0.12% Reduce -6.4% 210,566 $86.9M
Cetera Investment Advisers 0.09% Add +4.3% 189,729 $78.3M
Stifel Financial Corp. 0.07% Add +2.3% 188,418 $77.8M
Mariner, LLC 0.09% Add +7.3% 186,719 $77.1M
Strategic Investment Advisors / MI 6.59% Add +80083.9% 184,423 $76.2M
Prime Capital Investment Advisors, LLC 0.92% Reduce -39.3% 182,928 $75.5M
IFC Advisors LLC 11.00% Reduce -2.6% 182,448 $75.3M
Gratus Wealth Advisors, LLC 9.55% Reduce -0.8% 166,948 $68.9M
Praetorian Wealth Management, Inc. 13.06% Add +0.8% 159,348 $65.8M
Beacon Capital Management, LLC 10.00% Reduce -5.5% 156,226 $64.5M
CX Institutional 1.77% Reduce -4.7% 143,715 $59.3M
Leelyn Smith, LLC 8.55% Reduce -0.5% 143,266 $59.1M
Wealth Enhancement Advisory Services, LLC 0.08% Add +5.1% 138,870 $57.4M
Creative Planning 0.04% Add +0.6% 136,011 $56.1M
Goldman Sachs Group Inc. 0.01% Reduce -15.4% 126,740 $52.3M
Janney Montgomery Scott LLC 0.12% Reduce -2.2% 124,032 $51.2M
Leavell Investment Management, Inc. 2.10% Add +0.7% 122,434 $50.5M
Hengehold Capital Management LLC 4.06% Reduce -0.0% 116,850 $48.2M
JPMorgan Chase & Co. 0.00% Add +15.0% 115,369 $47.6M
MML Investors Services, LLC 0.11% Reduce -1.6% 110,129 $45.5M
Bernardo Wealth Planning LLC 8.44% Reduce -1.4% 107,354 $44.3M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -5.3% 106,346 $43.9M
Lido Advisors, LLC 0.17% Reduce -3.3% 105,317 $43.4M
Apriem Advisors 3.76% Add +0.9% 99,198 $40.9M
Blue Edge Capital, LLC 5.38% Add +2.1% 97,469 $40.2M
Means Investment Co., Inc. 3.36% Reduce -2.1% 96,686 $39.9M
FC Advisory LLC 10.99% Reduce -1.4% 92,630 $38.2M
DT Investment Partners, LLC 3.15% Add +3.1% 92,213 $38.1M
Concurrent Investment Advisors, LLC 0.43% Add +40.1% 91,914 $37.9M
ETF Portfolio Partners, Inc. 9.27% Add +1.0% 87,032 $35.9M
BTG Pactual Asset Management US LLC 3.84% Reduce -0.5% 93,608 $34.3M
D.A. Davidson & Co. 0.21% Add +2.5% 81,813 $33.8M
EP Wealth Advisors, LLC 0.17% — 79,860 $33.0M
BHK Investment Advisors, LLC 10.70% Add +4.3% 78,877 $32.6M
HB Wealth Management, LLC 0.20% Reduce -0.2% 75,077 $31.0M
Clarity Financial LLC 2.75% Add +1.5% 71,974 $29.7M
Erickson Financial Group, LLC 18.24% Reduce -3.4% 71,948 $29.7M
&partners 0.15% Add +971.5% 70,582 $29.1M
Ieq Capital, LLC 0.08% Add +17.9% 65,821 $27.2M
Amara Financial, Llc. 18.75% Reduce -6.0% 65,586 $27.1M
Wealthfront Advisers LLC 0.06% Add +5.5% 63,067 $26.0M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -7.5% 61,500 $25.4M
Prospera Financial Services Inc 0.40% Add +4.6% 58,708 $24.2M
Northern Trust Corp. 0.00% Reduce -3.2% 58,696 $24.2M
Avior Wealth Management, LLC 0.75% Reduce -13.3% 58,008 $23.9M
Zeit Capital LLC 15.75% Reduce -1.0% 56,546 $23.3M
VCU Investment Management Co 27.36% — 56,435 $23.3M
Alps Advisors Inc. 0.13% Reduce -1.5% 56,105 $23.2M
Ameritas Advisory Services, LLC 0.86% Add +1269.7% 55,471 $22.9M
Salem Investment Counselors Inc. 0.64% Reduce -0.4% 54,891 $22.7M
Clarus Wealth Advisors 9.28% Reduce -1.3% 54,089 $22.4M
Sanctuary Advisors, LLC 0.12% Reduce -2.6% 53,601 $22.1M
Creative Financial Designs Inc. 1.36% Add +1.8% 52,419 $21.6M
Stratos Investment Management, LLC 0.84% Reduce -6.1% 50,732 $20.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.37% Add +1.9% 49,576 $20.5M
Zhang Financial LLC 0.76% Add +3.1% 49,269 $20.3M
Savant Capital, LLC 0.11% Reduce -3.5% 48,945 $20.2M
ODonnell Financial Services, LLC 6.88% Add +0.7% 48,750 $20.1M
Wheelhouse Advisory Group LLC 7.60% Add +1.7% 48,049 $20.0M
Jones Financial Companies LLLP 0.01% Add +36.9% 47,190 $19.5M
Raab & Moskowitz Asset Management LLC 4.20% Reduce -1.6% 46,495 $19.2M
US Bancorp \de 0.02% Add +0.1% 44,599 $18.4M
WealthShield Partners, LLC 2.03% Reduce -2.1% 44,646 $18.4M
Blackston Financial Advisory Group, LLC 11.13% Reduce -4.4% 44,310 $18.3M
Northeast Investment Management 0.71% Add +14.0% 44,001 $18.2M
Kingsview Wealth Management, LLC 0.26% Add +9.5% 43,787 $18.1M
Kestra Advisory Services, LLC 0.07% Reduce -0.8% 43,634 $18.0M
Allspring Global Investments Holdings, LLC 0.03% Add +17.7% 43,130 $17.8M
SOL Capital Management CO 1.58% Reduce -2.8% 42,629 $17.6M

"% 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.

Show all 981 holders