Vngrd Mrgstr MG CP VL ETF-UiMGVETF

13F holders, Q2 2026 (June 30)
604holders +31
62new positions
33sold out
5famous investors
$163.40avg. 13F price*

At the end of Q2 2026, 604 institutions reported holding Vngrd Mrgstr MG CP VL ETF-Ui (MGV) in their 13F filings, up 31 from Q1 2026. 62 opened new positions and 33 sold out. The largest holders were Assetmark, Inc. ($2.6B), Bank of America Corp. ($764.3M) and Morgan Stanley ($526.5M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vngrd Mrgstr MG CP VL ETF-Ui
Filed as
VANGUARD WORLD FD (Q2 2026)
CUSIP
921910840
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 380Q1 2024Q2 2024: 386Q2 2024Q3 2024: 421Q3 2024Q4 2024: 452Q4 2024Q1 2025: 470Q1 2025Q2 2025: 495Q2 2025Q3 2025: 507Q3 2025Q4 2025: 545Q4 2025Q1 2026: 573Q1 2026Q2 2026: 604Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions62$79.9M
Exits33$20.6M

All 13F filers, Q1 2026 → Q2 2026: 3,315,575 shares bought and 870,763 shares sold, net +2,444,812 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 604 holders

Assetmark, Inc. 4.45% Add +1.6% 15,842,689 $2.6B
Bank of America Corp. 0.05% Add +0.8% 4,675,795 $764.3M
Morgan Stanley 0.03% Add +5.0% 3,220,989 $526.5M
Ameriprise Financial Inc. 0.08% Add +8.0% 2,461,240 $402.3M
UBS Group AG 0.05% Add +3.7% 1,790,527 $292.7M
Merit Financial Group, LLC 1.68% Add +23.6% 1,652,554 $270.1M
Envestnet Asset Management Inc. 0.05% Reduce -2.6% 1,237,905 $202.3M
LPL Financial LLC 0.04% Add +6.9% 1,158,233 $189.3M
PNC Financial Services Group, Inc. 0.09% Reduce -4.7% 1,105,925 $180.8M
Wells Fargo & Company 0.03% Reduce -1.1% 993,873 $162.4M
HighTower Advisors, LLC 0.14% Add +5.0% 877,045 $143.4M
Osaic Holdings, Inc. 0.15% Add +13.7% 789,084 $129.0M
Black Diamond Financial, LLC 10.91% Add +2.7% 757,229 $123.8M
Raymond James Financial Inc. 0.03% Reduce -4.7% 753,203 $123.1M
Vantagepoint Investment Advisers LLC 0.90% No change 733,157 $119.8M
Royal Bank of Canada 0.02% Reduce -1.0% 720,076 $117.7M
JPMorgan Chase & Co. 0.01% Add +15.3% 683,600 $111.9M
Sequoia Financial Advisors, LLC 0.43% Reduce -2.8% 531,727 $86.9M
Rockefeller Capital Management L.P. 0.12% Add +0.4% 486,183 $79.5M
Strategic Investment Advisors / MI 4.38% Add +1.9% 442,676 $72.4M
Kestra Advisory Services, LLC 0.21% Add +7.6% 403,118 $65.9M
Cambridge Investment Research Advisors, Inc. 0.14% Add +0.7% 388,720 $63.5M
Baird Financial Group, Inc. 0.09% Add +1.0% 387,221 $63.3M
Prosperity Consulting Group, LLC 2.39% Add +3.6% 386,443 $63.2M
Stifel Financial Corp. 0.05% Add +4.9% 383,716 $62.7M
Praetorian Wealth Management, Inc. 10.70% Add +2.9% 379,594 $62.0M
Cetera Investment Advisers 0.06% Add +8.0% 369,442 $60.4M
Petredis Investment Advisors LLC 4.03% Reduce -0.3% 366,159 $59.8M
Apriem Advisors 4.95% Add +10.9% 349,628 $57.1M
Cerity Partners LLC 0.07% Add +31.9% 343,974 $56.3M
Mars Jewett Financial Group, Inc. 10.40% Add +5482.0% 314,324 $51.4M
Commonwealth Equity Services, LLC 0.06% Add +3.1% 301,213 $49.2M
Savant Capital, LLC 0.14% Add +99.3% 316,144 $48.7M
Pure Financial Advisors, LLC 0.60% Reduce -1.7% 285,839 $46.7M
Avior Wealth Management, LLC 0.97% Add +52.2% 226,306 $37.0M
BHK Investment Advisors, LLC 10.70% Reduce -0.7% 219,087 $35.8M
Smartleaf Asset Management LLC 1.15% No change 216,700 $35.5M
Braeburn Wealth Management LLC 14.85% Add +4.8% 211,636 $34.6M
Integrated Capital Management, LLC 12.38% Add +2.0% 210,222 $34.4M
BTG Pactual Asset Management US LLC 2.58% Reduce -2.7% 208,483 $34.1M
Capital Advantage, Inc. 3.93% Reduce -0.3% 197,037 $32.2M
Titleist Asset Management, LLC 2.11% Add +4.6% 191,472 $31.3M
Zeit Capital LLC 18.71% Add +0.5% 189,915 $31.0M
Bernardo Wealth Planning LLC 5.23% Reduce -11.6% 187,389 $30.6M
Leavell Investment Management, Inc. 1.09% Add +3.6% 182,380 $29.8M
Beacon Pointe Advisors, LLC 0.14% Reduce -1.2% 181,191 $29.6M
Graney & King, LLC 10.53% Add +2.9% 179,184 $29.3M
ETF Portfolio Partners, Inc. 6.71% Reduce -2.1% 172,557 $28.2M
Blue Edge Capital, LLC 3.12% Add +0.2% 158,930 $26.0M
Breakwater Capital Group 3.12% Add +1.6% 158,867 $26.0M
Wealthcare Advisory Partners LLC 0.48% Add +3.9% 154,959 $25.3M
Sheridan Capital Management, LLC 12.12% Add +3.3% 154,080 $25.2M
Retirement Planning Group, LLC 0.62% New 149,966 $24.5M
Bison Wealth, LLC 2.22% Add +2.6% 146,800 $24.1M
AllGen Financial Advisors, Inc. 5.23% Reduce -0.2% 146,457 $23.9M
Waverly Advisors, LLC 0.14% Add +28.3% 145,484 $23.8M
Harbour Investments, Inc. 0.32% Add +0.3% 143,280 $23.4M
Select Asset Management & Trust 6.66% Add +1.6% 141,613 $23.1M
Arax Advisory Partners 0.15% Add +8.5% 141,114 $23.1M
Means Investment Co., Inc. 1.65% Reduce -2.4% 133,485 $21.8M
Pachira Investments Inc. 8.16% Add +12.5% 132,385 $21.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.31% Add +6.4% 129,222 $21.1M
Cresset Asset Management, LLC 0.07% Reduce -0.1% 125,856 $20.6M
Retirement Management Systems Inc. 4.03% Add +6.2% 120,323 $19.7M
MML Investors Services, LLC 0.04% Add +23.8% 116,563 $19.1M
Woodard & Co. Asset Management Group Inc. 2.67% Add +27824.2% 113,093 $18.5M
US Bancorp \de 0.02% Reduce -0.1% 111,569 $18.3M
Jones Financial Companies LLLP 0.01% Add +19.7% 110,373 $18.0M
Annex Advisory Services, LLC 0.30% Reduce -1.9% 109,313 $17.9M
Tudor Investment Corporation 0.07% Add +103.5% 106,191 $17.4M
Mercer Global Advisors Inc. 0.02% Add +2.7% 104,998 $17.2M
Arq Wealth Advisors, LLC 2.07% Add +22.2% 102,562 $16.7M
Creative Planning 0.01% Reduce -1.1% 102,217 $16.7M
Private Advisor Group, LLC 0.07% Add +2.1% 99,930 $16.3M
HB Wealth Management, LLC 0.09% Add +0.6% 98,280 $16.1M
Stephens Inc. 0.17% Add +0.4% 90,700 $14.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.6% 89,888 $14.7M
Sanctuary Advisors, LLC 0.07% Add +0.6% 89,104 $14.6M
Bessemer Group Inc. 0.02% Add +2474.8% 86,771 $14.2M
Allstreet Capital Advisors LLC 8.82% Add +3.6% 82,962 $13.6M
Avid Wealth Partners LLC 6.46% Reduce -19.1% 81,651 $13.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +2.4% 79,496 $13.0M
James J. Burns & Company, LLC 1.40% Reduce -0.3% 79,306 $13.0M
Amara Financial, Llc. 7.76% Add +9.4% 79,304 $13.0M
Crumly & Associates Inc. 2.40% Add +7.5% 76,747 $12.5M
Howe & Rusling Inc. 0.73% Add +12.1% 76,615 $12.5M
Gateway Wealth Partners, LLC 0.75% Reduce -5.5% 76,465 $12.5M
Janney Montgomery Scott LLC 0.02% Reduce -2.6% 73,556 $12.0M
Quadcap Wealth Management, LLC 1.15% Add +7.7% 72,209 $11.8M
Modera Wealth Management, LLC 0.13% Reduce -3.6% 72,071 $11.8M
D.A. Davidson & Co. 0.07% Reduce -39.8% 71,941 $11.8M
Capital Planning LLC 3.36% Reduce -0.7% 70,530 $11.5M
Wealthfront Advisers LLC 0.02% Add +1.2% 69,987 $11.4M
PFG Private Wealth Management, LLC 4.67% Reduce -11.6% 65,983 $10.8M
Mayfair Advisory Group, LLC 3.23% Add +8.1% 65,270 $10.7M
WealthShield Partners, LLC 1.63% Reduce -7.9% 65,255 $10.7M
Gladwyn Financial Advisors, Inc. 6.23% Add +4.4% 60,975 $10.0M
Goldman Sachs Group Inc. 0.00% Reduce -15.4% 60,975 $10.0M
Fingerlakes Wealth Management, Inc. 5.36% Add +9.3% 60,926 $10.0M
Captrust Financial Advisors 0.01% Reduce -2.2% 59,778 $9.8M

"% of holder's portfolio" is MGV's weight in each manager's 13F, not the share of Vngrd Mrgstr MG CP VL ETF-Ui the manager owns.

Show all 604 holders