Vngrd Mrgstr MG CP GR ETF-UiMGKETF

13F holders, Q1 2026 (March 31)
962holders −19
68new positions
78sold out
4famous investors
$365.81avg. 13F price*

At the end of Q1 2026, 962 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, down 19 from Q4 2025. 68 opened new positions and 78 sold out. The largest holders were Assetmark, Inc. ($3.1B), Cassaday & Co Wealth Management LLC ($1.4B) and Morgan Stanley ($936.8M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Vngrd Mrgstr MG CP GR ETF-Ui
Filed as
VANGUARD WORLD FD (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions68$84.4M
Exits78$298.8M

All 13F filers, Q4 2025 → Q1 2026: 1,782,428 shares bought and 3,277,404 shares sold, net −1,494,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 962 holders

Assetmark, Inc. 6.36% Reduce -1.2% 8,486,761 $3.1B
Cassaday & Co Wealth Management LLC 29.11% Add +1.3% 3,719,368 $1.4B
Morgan Stanley 0.06% Reduce -3.8% 2,549,417 $936.8M
Bank of America Corp. 0.05% Reduce -1.2% 2,033,250 $747.1M
LPL Financial LLC 0.11% Reduce -1.6% 1,154,761 $424.3M
UBS Group AG 0.07% Reduce -5.7% 1,037,729 $381.3M
Captrust Financial Advisors 0.56% Reduce -18.3% 869,407 $319.4M
Vantagepoint Investment Advisers LLC 2.67% Reduce -1.8% 859,017 $315.6M
Ameriprise Financial Inc. 0.07% Add +4.6% 796,750 $292.8M
Wells Fargo & Company 0.06% Add +0.2% 749,477 $275.4M
Envestnet Asset Management Inc. 0.07% Add +5.9% 711,289 $261.4M
Angeles Wealth Management, LLC 11.43% Reduce -3.1% 571,184 $209.9M
Cerity Partners LLC 0.28% Add +20.1% 541,188 $200.7M
Merit Financial Group, LLC 1.48% Reduce -14.3% 542,393 $199.3M
PNC Financial Services Group, Inc. 0.11% Add +2.7% 531,713 $195.4M
Royal Bank of Canada 0.03% Add +2.0% 466,332 $171.3M
Howard Capital Management, LLC 2.73% Reduce -64.0% 454,704 $167.1M
Raymond James Financial Inc. 0.05% Add +17.9% 434,071 $159.5M
Facet Wealth, Inc. 2.08% Add +6.0% 326,511 $120.0M
Osaic Holdings, Inc. 0.15% Add +23.5% 286,053 $105.2M
Petredis Investment Advisors LLC 8.27% Add +0.3% 275,168 $101.1M
Two Sigma Investments, LP 0.08% Add +15.3% 254,840 $93.6M
Rockefeller Capital Management L.P. 0.16% Reduce -2.1% 239,281 $87.9M
Portfolio Strategies, Inc. 10.67% Reduce -1.6% 234,679 $86.5M
Strategic Investment Advisors / MI 5.97% Add +27.4% 235,025 $86.4M
Falcon Wealth Planning 5.85% Add +6.0% 233,737 $85.9M
HighTower Advisors, LLC 0.09% Reduce -1.3% 226,497 $83.2M
Fifth Third Bancorp 0.15% Add +75906.0% 226,498 $83.2M
Black Diamond Financial, LLC 8.36% Reduce -5.4% 208,474 $76.6M
Mariner, LLC 0.08% Add +4.9% 195,895 $72.0M
Stifel Financial Corp. 0.07% Add +2.0% 192,273 $70.7M
Commonwealth Equity Services, LLC 0.10% Reduce -10.4% 188,628 $69.3M
IFC Advisors LLC 9.86% Add +2.8% 187,508 $68.9M
Prime Capital Investment Advisors, LLC 0.79% Add +1.2% 185,052 $68.0M
Praetorian Wealth Management, Inc. 12.28% Add +5.7% 168,397 $64.6M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -24.8% 173,959 $63.9M
Gratus Wealth Advisors, LLC 8.64% Reduce -2.6% 162,614 $59.8M
Cetera Investment Advisers 0.06% Reduce -17.4% 156,790 $57.6M
Leelyn Smith, LLC 7.83% Add +6.1% 152,036 $55.9M
JPMorgan Chase & Co. 0.00% Add +28.7% 148,495 $52.5M
Beacon Capital Management, LLC 8.78% Reduce -13.3% 135,363 $49.7M
Creative Planning 0.03% Reduce -1.1% 134,579 $49.4M
Leavell Investment Management, Inc. 1.90% Add +3.2% 126,300 $46.4M
Hengehold Capital Management LLC 3.82% Add +1.9% 119,065 $43.7M
Cambridge Investment Research Advisors, Inc. 0.11% Add +4.8% 111,482 $41.0M
Bernardo Wealth Planning LLC 7.48% Reduce -3.2% 103,956 $38.2M
Lido Advisors, LLC 0.15% Reduce -2.0% 103,174 $37.9M
BTG Pactual Asset Management US LLC 3.56% Add +4.6% 97,943 $36.0M
Means Investment Co., Inc. 3.07% Reduce -0.9% 95,771 $35.2M
Beacon Pointe Advisors, LLC 0.18% Add +1247.8% 94,646 $34.8M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -32.4% 93,820 $34.6M
Goldman Sachs Group Inc. 0.00% Reduce -25.8% 94,079 $34.6M
FC Advisory LLC 10.01% Add +0.7% 93,265 $34.3M
Blue Edge Capital, LLC 4.46% Reduce -6.2% 91,387 $33.6M
DT Investment Partners, LLC 2.79% Reduce -1.1% 91,214 $33.5M
MML Investors Services, LLC 0.09% Reduce -18.4% 89,900 $33.0M
ETF Portfolio Partners, Inc. 8.62% Add +2.6% 89,305 $32.8M
D.A. Davidson & Co. 0.19% Add +1.8% 83,274 $30.6M
EP Wealth Advisors, LLC 0.15% Add +0.9% 80,573 $29.6M
BHK Investment Advisors, LLC 9.63% Reduce -0.6% 78,444 $28.8M
HB Wealth Management, LLC 0.18% Add +0.8% 75,664 $27.8M
CX Institutional 0.83% Reduce -48.4% 74,199 $27.3M
Erickson Financial Group, LLC 17.04% Add +2.9% 74,021 $27.2M
Kestra Advisory Services, LLC 0.10% Add +61.1% 70,315 $25.8M
Wealthfront Advisers LLC 0.06% Add +10.6% 69,764 $25.6M
Prospera Financial Services Inc 0.39% Add +11.4% 65,414 $24.0M
Gateway Wealth Partners, LLC 0.90% Add +413.8% 63,175 $23.2M
Apriem Advisors 2.21% Reduce -36.3% 63,152 $23.2M
Clarity Financial LLC 2.51% Reduce -12.9% 62,697 $23.0M
Amara Financial, Llc. 15.86% Reduce -4.5% 62,600 $23.0M
&partners 0.11% Reduce -14.2% 60,594 $22.3M
Jones Financial Companies LLLP 0.01% Add +29.6% 61,152 $21.7M
Northern Trust Corp. 0.00% Reduce -0.8% 58,240 $21.4M
Alps Advisors Inc. 0.10% Add +3.5% 58,095 $21.3M
Clarus Wealth Advisors 8.73% Add +1.2% 54,724 $20.5M
Zeit Capital LLC 13.58% Reduce -2.3% 55,241 $20.3M
Concurrent Investment Advisors, LLC 0.22% Reduce -40.0% 55,178 $20.3M
Ieq Capital, LLC 0.09% Reduce -16.7% 54,827 $20.1M
Avior Wealth Management, LLC 0.56% Reduce -6.6% 54,205 $19.9M
Creative Financial Designs Inc. 1.21% Add +3.1% 54,061 $19.9M
Salem Investment Counselors Inc. 0.58% Reduce -1.8% 53,910 $19.8M
Independent Advisor Alliance 0.21% New 53,499 $19.7M
Ameritas Advisory Services, LLC 0.76% Reduce -4.1% 53,214 $19.6M
Victory Capital Management Inc. 0.01% New 53,177 $19.5M
Sanctuary Advisors, LLC 0.10% Reduce -1.7% 52,672 $19.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.33% Add +5.3% 52,217 $19.2M
Zhang Financial LLC 0.65% Add +3.9% 51,209 $18.8M
Wheelhouse Advisory Group LLC 6.05% Add +3.4% 49,661 $18.2M
Savant Capital, LLC 0.09% Add +1.1% 49,486 $18.2M
ODonnell Financial Services, LLC 6.22% Add +0.8% 49,157 $18.0M
Kingsview Wealth Management, LLC 0.24% Add +7.7% 47,148 $17.3M
Northeast Investment Management 0.69% Add +3.9% 45,713 $16.8M
Allspring Global Investments Holdings, LLC 0.03% Add +4.5% 45,064 $16.6M
Raab & Moskowitz Asset Management LLC 3.67% Reduce -3.4% 44,914 $16.5M
Blackston Financial Advisory Group, LLC 10.16% Reduce -0.4% 44,115 $16.2M
WealthShield Partners, LLC 1.80% Reduce -1.6% 43,954 $16.1M
Cresset Asset Management, LLC 0.07% Add +3867.5% 43,365 $15.9M
AQR Capital Management 0.01% Add +24.5% 43,166 $15.9M
Wealthspire Retirement, LLC 0.92% Add +11.1% 41,822 $15.4M
US Bancorp \de 0.02% Reduce -7.2% 41,408 $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 962 holders