Vngrd Mrgstr MG CP VL ETF-UiMGVETF
13F holders, Q1 2024 (March 31)380holders
2famous investors
$119.27avg. 13F price*
At the end of Q1 2024, 380 institutions reported holding Vngrd Mrgstr MG CP VL ETF-Ui (MGV) in their 13F filings. The largest holders were Assetmark, Inc. ($1.5B), Bank of America Corp. ($465.6M) and Morgan Stanley ($295.6M). 2 famous investors held it, including 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 (Q1 2024)
- CUSIP
- 921910840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $26.3M |
| Exits | 28 | $13.0M |
Ownership 380 holders
| Assetmark, Inc. | 5.00% | Add +5.4% | 12,857,390 | $1.5B |
| Bank of America Corp. | 0.05% | Add +0.5% | 3,896,163 | $465.6M |
| Morgan Stanley | 0.02% | Add +0.3% | 2,473,842 | $295.6M |
| Lincoln National Corp. | 3.66% | Reduce -0.9% | 1,964,653 | $234.8M |
| UBS Group AG | 0.07% | Reduce -0.2% | 1,804,849 | $215.7M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -0.0% | 1,675,937 | $200.3M |
| PNC Financial Services Group, Inc. | 0.11% | Add +0.4% | 1,378,681 | $164.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -2.5% | 1,014,445 | $121.2M |
| LPL Financial LLC | 0.04% | Reduce -5.2% | 657,033 | $78.5M |
| Sequoia Financial Advisors, LLC | 0.89% | Add +9.6% | 595,968 | $71.2M |
| Wells Fargo & Company | 0.02% | Add +5.9% | 585,396 | $70.0M |
| Royal Bank of Canada | 0.02% | Add +3.5% | 573,422 | $68.5M |
| HighTower Advisors, LLC | 0.11% | Add +7.6% | 567,520 | $67.8M |
| Black Diamond Financial, LLC | 16.78% | No change | 567,595 | $62.1M |
| MML Investors Services, LLC | 0.25% | Add +41.0% | 505,815 | $60.5M |
| Raymond James & Associates | 0.04% | Add +0.9% | 492,466 | $58.9M |
| Osaic Holdings, Inc. | 0.13% | Reduce -56.5% | 489,760 | $58.5M |
| Merit Financial Group, LLC | 1.37% | Add +55.5% | 496,940 | $57.5M |
| Means Investment Co., Inc. | 6.86% | Add +14.0% | 443,933 | $53.1M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -4.1% | 433,479 | $51.8M |
| Petredis Investment Advisors LLC | 5.71% | Add +2.0% | 398,333 | $47.6M |
| ETF Portfolio Partners, Inc. | 12.22% | Add +195.8% | 322,598 | $38.6M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +1.9% | 310,546 | $37.1M |
| Kestra Advisory Services, LLC | 0.24% | Add +4.8% | 293,809 | $35.1M |
| Bernardo Wealth Planning LLC | 8.54% | Add +4.6% | 256,791 | $30.7M |
| Beacon Pointe Advisors, LLC | 0.33% | Reduce -1.6% | 247,943 | $29.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +0.8% | 242,145 | $28.9M |
| BHK Investment Advisors, LLC | 10.95% | Add +28.4% | 238,461 | $28.5M |
| Strategic Investment Advisors / MI | 3.59% | Add +4.3% | 234,342 | $28.0M |
| Greytown Advisors Inc. | 15.71% | Reduce -7.9% | 233,488 | $27.9M |
| Stifel Financial Corp. | 0.03% | Add +2.2% | 229,690 | $27.5M |
| Zeit Capital LLC | 20.87% | Add +0.3% | 216,312 | $25.9M |
| Smartleaf Asset Management LLC | 4.76% | Add +2.1% | 206,701 | $24.6M |
| Avantax Advisory Services, Inc. | 0.21% | Reduce -4.0% | 197,106 | $23.6M |
| Old National Bancorp | 0.55% | Reduce -8.1% | 194,568 | $23.3M |
| Savant Capital, LLC | 0.25% | Reduce -1.2% | 182,046 | $21.8M |
| Capital Advantage, Inc. | 4.28% | Add +7.8% | 177,909 | $21.1M |
| Baird Financial Group, Inc. | 0.04% | Add +4.6% | 160,525 | $19.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.8% | 154,061 | $18.4M |
| BSW Wealth Partners | 3.06% | Reduce -48.4% | 151,329 | $18.1M |
| Harbour Investments, Inc. | 0.63% | Reduce -3.3% | 149,764 | $17.9M |
| Sheridan Capital Management, LLC | 13.22% | Add +3.4% | 146,795 | $17.5M |
| Wealthcare Advisory Partners LLC | 0.56% | Reduce -3.5% | 142,620 | $17.0M |
| Cresset Asset Management, LLC | 0.07% | Add +0.4% | 124,795 | $14.9M |
| Leavell Investment Management, Inc. | 0.85% | Add +2.6% | 123,737 | $14.8M |
| Silicon Valley Capital Partners | 2.21% | Reduce -17.9% | 123,732 | $14.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +5.5% | 122,544 | $14.6M |
| Creative Planning | 0.01% | Reduce -2.5% | 105,900 | $12.7M |
| US Bancorp \de | 0.02% | Add +0.1% | 104,831 | $12.5M |
| Von Berge Wealth Management Group, LLC | 8.03% | Add +26.6% | 104,445 | $12.5M |
| 9258 Wealth Management, LLC | 1.92% | Add +2.3% | 103,089 | $12.3M |
| Blue Edge Capital, LLC | 1.96% | Add +1.9% | 98,198 | $11.7M |
| Private Advisor Group, LLC | 0.08% | Add +3.1% | 94,013 | $11.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.34% | Add +13.9% | 90,991 | $10.9M |
| SG Americas Securities, LLC | 0.05% | No change | 87,590 | $10.5M |
| SOL Capital Management CO | 1.31% | Add +6.2% | 86,931 | $10.4M |
| D.A. Davidson & Co. | 0.09% | Add +17.7% | 86,742 | $10.4M |
| Capital Planning LLC | 3.38% | Add +3.1% | 86,739 | $10.4M |
| Marmo Financial Group, LLC | 6.20% | Add +5.0% | 85,254 | $10.2M |
| Stephens Inc. | 0.15% | Add +4.9% | 83,295 | $10.0M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.0% | 82,862 | $9.9M |
| TFB Advisors LLC | 3.57% | Add +8.6% | 85,760 | $9.8M |
| Avior Wealth Management, LLC | 0.44% | Reduce -2.2% | 79,677 | $9.5M |
| Arq Wealth Advisors, LLC | 3.99% | Add +19.5% | 76,898 | $9.2M |
| Cetera Investment Advisers | 0.02% | Add +335.7% | 75,686 | $9.0M |
| Checchi Capital Advisers, LLC | 0.67% | Reduce -5.0% | 71,325 | $8.5M |
| HB Wealth Management, LLC | 0.11% | Add +0.6% | 69,999 | $8.4M |
| James J. Burns & Company, LLC | 2.84% | Reduce -18.2% | 68,777 | $8.1M |
| Select Asset Management & Trust | 3.22% | Add +9.6% | 64,762 | $7.7M |
| Walden Wealth Partners LLC | 4.43% | Add +5.9% | 65,163 | $7.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.1% | 60,912 | $7.3M |
| Texas Capital Bank Wealth Management Services Inc | 0.79% | Reduce -0.2% | 59,919 | $7.2M |
| Phillips Financial Management, LLC | 0.58% | Reduce -0.3% | 59,762 | $7.1M |
| Planning Directions Inc. | 4.78% | Reduce -6.2% | 57,559 | $6.9M |
| Cedrus LLC | 3.67% | Add +9.7% | 56,199 | $6.7M |
| Pachira Investments Inc. | 5.16% | Add +17.0% | 52,829 | $6.3M |
| Wealthfront Advisers LLC | 0.02% | Reduce -1.2% | 52,736 | $6.3M |
| Center For Asset Management LLC | 5.07% | Add +2.8% | 51,893 | $6.2M |
| Annapolis Financial Services, LLC | 1.97% | Add +22.5% | 50,107 | $6.0M |
| Comerica Bank | 0.03% | Reduce -0.4% | 49,836 | $6.0M |
| PFG Private Wealth Management, LLC | 3.61% | Reduce -29.2% | 48,044 | $5.7M |
| Captrust Financial Advisors | 0.02% | Add +3.8% | 47,640 | $5.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.92% | Reduce -5.5% | 46,448 | $5.6M |
| Atria Investments, Inc | 0.07% | Reduce -3.0% | 44,582 | $5.3M |
| Wesbanco Bank Inc. | 0.20% | New | 43,293 | $5.2M |
| AE Wealth Management LLC | 0.06% | Reduce -26.5% | 43,192 | $5.2M |
| WealthShield Partners, LLC | 0.81% | Reduce -36.5% | 41,922 | $5.0M |
| Richard P Slaughter Associates Inc | 1.17% | Reduce -20.3% | 40,465 | $4.8M |
| Resolute Advisors LLC | 0.85% | Add +0.6% | 38,562 | $4.6M |
| EverSource Wealth Advisors, LLC | 0.36% | Reduce -3.4% | 39,579 | $4.6M |
| Renaissance Technologies | 0.01% | Add +44.3% | 33,900 | $4.1M |
| Breakwater Capital Group | 1.02% | Add +14.6% | 33,895 | $4.1M |
| Breakwater Investment Management | 1.84% | — | 33,536 | $4.0M |
| Creative Financial Designs Inc. | 0.37% | Reduce -75.9% | 32,685 | $3.9M |
| CVA Family Office, LLC | 0.70% | Reduce -1.8% | 32,553 | $3.9M |
| Mutual Advisors, LLC | 0.12% | Add +17.6% | 31,549 | $3.8M |
| Gray Wealth Management Inc. | 1.68% | Reduce -1.9% | 31,397 | $3.8M |
| Centaurus Financial, Inc. | 0.26% | Reduce -3.6% | 30,776 | $3.7M |
| MAI Capital Management | 0.04% | Add +26.8% | 30,708 | $3.7M |
| Principle Wealth Partners LLC | 0.28% | Add +1.9% | 29,975 | $3.6M |
"% 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.