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 |
| Zhang Financial LLC | 0.25% | Add +0.6% | 28,399 | $3.4M |
| Boyd Wealth Management, LLC | 1.92% | Add +0.3% | 28,126 | $3.4M |
| Encompass Wealth Advisors, LLC | 0.87% | Reduce -0.8% | 27,322 | $3.3M |
| Alpha Cubed Investments, LLC | 0.17% | Reduce -5.5% | 27,320 | $3.3M |
| Cary Street Partners Investment Advisory LLC | 0.14% | Reduce -24.0% | 26,822 | $3.2M |
| Idaho Trust Co | 2.97% | New | 25,775 | $3.1M |
| Fingerlakes Wealth Management, Inc. | 2.97% | Add +2.6% | 25,775 | $3.1M |
| Howe & Rusling Inc. | 0.29% | Add +29.3% | 25,743 | $3.1M |
| Equitable Holdings, Inc. | 0.03% | Add +13.8% | 25,161 | $3.0M |
| Moneco Advisors, LLC | 0.47% | Add +16.9% | 24,921 | $3.0M |
| Apriem Advisors | 0.36% | New | 24,281 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +12.0% | 23,491 | $2.8M |
| Levy Wealth Management Group, LLC | 0.79% | No change | 25,611 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -1.2% | 23,420 | $2.8M |
| Wells Financial Advisors INC | 1.90% | Reduce -0.1% | 23,345 | $2.8M |
| Ifrah Financial Services, Inc. | 0.78% | Reduce -0.6% | 23,270 | $2.8M |
| PFG Advisors | 0.19% | Add +174.8% | 21,991 | $2.6M |
| Royal Fund Management, LLC | 0.30% | Add +11.0% | 21,580 | $2.6M |
| Tradition Wealth Management, LLC | 0.26% | Add +2.7% | 21,607 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -4.7% | 21,285 | $2.5M |
| Dechtman Wealth Management, LLC | 0.58% | New | 20,856 | $2.5M |
| Strategic Financial Partners, Ltd. | 1.34% | Add +1.5% | 20,311 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.91% | Add +17.9% | 20,188 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -5.8% | 19,793 | $2.4M |
| Roberts Glore & Co. Inc. | 0.68% | Reduce -3.2% | 19,098 | $2.3M |
| Blair William & Co. | 0.01% | Add +17.9% | 19,037 | $2.3M |
| Americana Partners, LLC | 0.19% | Add +0.1% | 18,569 | $2.2M |
| Allworth Financial LP | 0.02% | Reduce -0.7% | 18,357 | $2.2M |
| WNY Asset Management, LLC | 0.33% | Reduce -7.8% | 18,170 | $2.2M |
| First National Bank of Omaha | 0.15% | Reduce -24.3% | 16,767 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -7.5% | 17,968 | $2.1M |
| Horizon Investment Services, LLC | 1.01% | Reduce -0.6% | 17,276 | $2.1M |
| Cresta Advisors, Ltd. | 1.30% | Add +209.4% | 17,157 | $2.1M |
| Hilltop Wealth Advisors, LLC | 1.04% | Reduce -0.6% | 17,042 | $2.0M |
| Moneta Group Investment Advisors LLC | 0.03% | No change | 16,980 | $2.0M |
| Northern Trust Corp. | 0.00% | Add +30.5% | 16,825 | $2.0M |
| Hazlett, Burt & Watson, Inc. | 1.19% | Add +7.8% | 16,548 | $2.0M |
| Choreo, LLC | 0.05% | Reduce -0.7% | 16,262 | $1.9M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.6% | 15,798 | $1.9M |
| Pinnacle Bancorp, Inc. | 0.56% | Add +0.0% | 15,772 | $1.9M |
| Bank of Hawaii | 0.09% | Add +6.7% | 15,538 | $1.9M |
| Simon Quick Advisors, LLC | 0.14% | Add +0.1% | 15,449 | $1.8M |
| Ogorek Anthony Joseph /NY/ | 0.63% | Reduce -0.6% | 15,098 | $1.8M |
| Revisor Wealth Management LLC | 0.80% | Add +269.4% | 15,412 | $1.8M |
| Silver Oak Securities, Incorporated | 0.27% | Add +609.6% | 14,491 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +17.7% | 14,272 | $1.7M |
| Arkos Global Advisors | 0.28% | New | 13,826 | $1.7M |
| Matthew Goff Investment Advisor, LLC | 0.33% | Add +1.3% | 13,469 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.2% | 13,036 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 13,018 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -48.1% | 12,568 | $1.5M |
| Diversify Advisory Services, LLC | 0.09% | — | 12,585 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +74.3% | 12,453 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -63.2% | 11,707 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.9% | 11,621 | $1.4M |
| FMR LLC | 0.00% | Add +4.3% | 11,552 | $1.4M |
| Procyon Advisors, LLC | 0.10% | Reduce -53.0% | 11,327 | $1.4M |
| Gotham Asset Management | 0.02% | Reduce -4.4% | 11,317 | $1.4M |
| Bowman & Co S.C. | 0.81% | New | 11,222 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -16.4% | 11,015 | $1.3M |
| Global Retirement Partners, LLC | 0.05% | Add +0.9% | 10,901 | $1.3M |
| Ballentine Partners, LLC | 0.02% | No change | 10,700 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -0.3% | 10,675 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Reduce -6.0% | 9,796 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | No change | 9,036 | $1.1M |
| High Net Worth Advisory Group LLC | 0.33% | Add +24.1% | 8,813 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +107.5% | 8,720 | $1.0M |
| Passumpsic Savings Bank | 0.66% | — | 8,685 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +40.8% | 8,559 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -53.7% | 8,445 | $1.0M |
| Ascent Group, LLC | 0.09% | Add +0.2% | 8,131 | $972K |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -38.2% | 8,099 | $968K |
| Focus Partners Wealth | 0.01% | New | 7,962 | $952K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.6% | 7,962 | $951K |
| Wealthcare Capital Management LLC | 0.10% | Reduce -2.5% | 7,888 | $943K |
| Petix & Botte Co | 0.23% | Reduce -49.9% | 7,838 | $937K |
| Hudock, Inc. | 0.21% | Reduce -1.3% | 7,803 | $933K |
| Bank of Montreal | 0.00% | Add +23.5% | 7,486 | $896K |
| Private Wealth Group, LLC | 0.46% | No change | 7,354 | $879K |
| Trademark Financial Management, LLC | 0.72% | Add +83.3% | 7,313 | $874K |
| United Advisor Group, LLC | 0.33% | New | 7,295 | $872K |
| Crane Advisory, LLC | 0.18% | Reduce -0.2% | 7,428 | $869K |
| Raymond James Trust N.A. | 0.02% | No change | 7,259 | $868K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1587.3% | 7,171 | $857K |
| Aveo Capital Partners, LLC | 0.09% | Add +1.0% | 7,400 | $857K |
| Vanguard Group Inc. | 0.00% | Add +69.1% | 7,073 | $845K |
| Crescent Grove Advisors, LLC | 0.09% | No change | 7,056 | $843K |
| Rwa Wealth Partners, LLC | 0.01% | Add +169.9% | 6,966 | $833K |
| Flagstar Securities, Inc. | 0.23% | Add +74.2% | 6,893 | $824K |
| Corient Private Wealth LP | 0.00% | Reduce -4.7% | 6,734 | $805K |
| Westmount Partners, LLC | 0.28% | No change | 6,630 | $792K |
| Level Four Advisory Services, LLC | 0.04% | No change | 7,080 | $774K |
| Goldstone Financial Group, LLC | 0.17% | Reduce -4.6% | 6,310 | $754K |
| Csenge Advisory Group | 0.04% | Add +8.3% | 6,288 | $751K |
| Flow Traders U.S. LLC | 0.04% | New | 6,234 | $745K |
| Hilltop Holdings Inc. | 0.08% | Add +3.0% | 6,196 | $740K |
| Naples Money Management LLC | 0.73% | New | 6,165 | $737K |
| CoreCap Advisors, LLC | 0.04% | Add +43.5% | 6,145 | $734K |
| Pegasus Partners Ltd. | 0.08% | No change | 6,020 | $719K |
| Vicus Capital | 0.07% | Add +0.6% | 5,970 | $713K |
| Mainsail Asset Management, LLC | 0.57% | Reduce -0.8% | 5,909 | $706K |
| Collaborative Wealth Managment Inc. | 0.35% | Reduce -5.5% | 5,805 | $694K |
| Visionary Wealth Advisors | 0.05% | Reduce -0.3% | 5,721 | $684K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +4.6% | 5,660 | $676K |
| Plancorp, LLC | 0.03% | No change | 5,562 | $665K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -6.3% | 5,530 | $661K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -3.4% | 5,524 | $660K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +0.3% | 5,514 | $659K |
| StoneX Group Inc. | 0.06% | Reduce -0.4% | 5,392 | $644K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +0.0% | 5,351 | $639K |
| MidAtlantic Capital Management, Inc. | 0.56% | No change | 5,336 | $638K |
| Colton Groome Financial Advisors, LLC | 0.25% | Add +36.8% | 5,283 | $631K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.2% | 5,271 | $630K |
| Mgo One Seven LLC | 0.03% | No change | 5,254 | $628K |
| Calton & Associates, Inc. | 0.31% | Reduce -20.4% | 5,234 | $625K |
| Lazari Capital Management, Inc. | 0.34% | No change | 5,171 | $618K |
| Raab & Moskowitz Asset Management LLC | 0.17% | No change | 5,101 | $610K |
| Wharton Business Group, LLC | 0.03% | No change | 5,050 | $604K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,954 | $593K |
| Concorde Asset Management, LLC | 0.40% | Add +1.6% | 4,912 | $587K |
| Arkadios Wealth Advisors | 0.05% | No change | 4,887 | $584K |
| Clark Capital Management Group, Inc. | 0.00% | Add +151.2% | 4,861 | $581K |
| Jones Financial Companies LLLP | 0.00% | New | 4,788 | $572K |
| Silverlake Wealth Management LLC | 0.29% | Add +5.8% | 4,766 | $570K |
| Keystone Financial Group | 0.08% | No change | 4,749 | $568K |
| Landaas & Co. /Wi | 0.18% | No change | 4,736 | $566K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -7.2% | 5,563 | $564K |
| OxenFree Capital LLC | 0.51% | Reduce -1.7% | 4,689 | $560K |
| Venture Visionary Partners LLC | 0.03% | Add +1.9% | 4,561 | $545K |
| Gratus Capital, LLC | 0.03% | No change | 4,550 | $544K |
| Haverford Trust Co | 0.01% | No change | 4,379 | $523K |
| IFP Advisors, Inc | 0.02% | Reduce -33.4% | 4,259 | $509K |
| Interchange Capital Partners, LLC | 0.34% | Reduce -19.0% | 4,235 | $507K |
| Cassady Schiller Wealth Management, LLC | 0.22% | Add +4.9% | 4,195 | $501K |
| Berger Financial Group, Inc | 0.04% | Reduce -19.7% | 4,178 | $499K |
| Turtle Creek Wealth Advisors, LLC | 0.12% | No change | 4,074 | $487K |
| Western Wealth Management, LLC | 0.04% | Add +0.0% | 4,025 | $481K |
| Bell Bank | 0.04% | Reduce -2.1% | 3,983 | $476K |
| Global Trust Asset Management, LLC | 0.20% | New | 3,975 | $475K |
| Summit Wealth Partners, LLC | 0.10% | No change | 3,954 | $473K |
| Martel Wealth Advisors LLC | 0.10% | Add +0.6% | 3,856 | $461K |
| Brookstone Capital Management | 0.01% | New | 3,839 | $459K |
| Russell Investments Group, Ltd. | 0.00% | New | 3,788 | $453K |
| Main Street Financial Solutions, LLC | 0.05% | No change | 3,765 | $450K |
| O'ROURKE & COMPANY, Inc | 0.26% | Add +29.8% | 3,756 | $449K |
| Country Club Bank | 0.03% | Reduce -14.0% | 3,715 | $444K |
| CreativeOne Wealth, LLC | 0.02% | Add +12.4% | 3,661 | $438K |
| &partners | 0.06% | New | 3,584 | $428K |
| Bessemer Group Inc. | 0.00% | No change | 3,370 | $403K |
| Avalon Trust Co | 0.03% | No change | 3,334 | $398K |
| Fusion Family Wealth, LLC | 0.04% | No change | 3,290 | $393K |
| Continuum Advisory, LLC | 0.06% | Reduce -81.0% | 3,323 | $392K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +2.5% | 3,261 | $390K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.6% | 3,188 | $381K |
| Retirement Income Solutions, Inc. | 0.08% | No change | 3,120 | $373K |
| Pinion Investment Advisors, LLC | 0.19% | Reduce -17.6% | 3,073 | $367K |
| Certuity, LLC | 0.03% | No change | 3,073 | $367K |
| Duncan Williams Asset Management, LLC | 0.32% | — | 3,006 | $359K |
| Spinnaker Trust | 0.02% | No change | 3,004 | $359K |
| Richardson Financial Services Inc. | 0.25% | Add +11.5% | 2,972 | $355K |
| Strategic Blueprint, LLC | 0.02% | No change | 2,927 | $350K |
| Rf&l Wealth Management, LLC | 0.27% | No change | 2,922 | $349K |
| Aptus Capital Advisors, LLC | 0.01% | Add +89.6% | 2,910 | $348K |
| Caitlin John, LLC | 0.26% | Reduce -3.2% | 2,895 | $346K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 2,852 | $341K |
| Prestige Wealth Management Group LLC | 0.07% | No change | 2,822 | $337K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -56.3% | 2,778 | $332K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -56.3% | 2,778 | $332K |
| Apeiron RIA LLC | 0.10% | No change | 2,775 | $332K |
| Sonoma Private Wealth LLC | 0.52% | Reduce -33.6% | 2,706 | $323K |
| Financial Alternatives, Inc | 0.25% | No change | 2,702 | $323K |
| Florida Financial Advisors, LLC | 0.23% | New | 2,644 | $316K |
| PrairieView Partners, LLC | 0.04% | No change | 2,587 | $310K |
| McClarren Financial Advisors, Inc. | 0.22% | Add +0.6% | 2,556 | $306K |
| Betterment LLC | 0.00% | Add +3.3% | 2,542 | $304K |
| Cwm, LLC | 0.00% | Add +82.5% | 2,529 | $302K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +3.4% | 2,523 | $302K |
| Boulder Wealth Advisors, LLC | 0.18% | — | 2,496 | $298K |
| Cadence Bank | 0.02% | Reduce -38.7% | 2,486 | $297K |
| HUB Investment Partners, LLC | 0.02% | Add +19.3% | 2,475 | $296K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -3.6% | 2,390 | $286K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 2,377 | $284K |
| Tactive Advisors, LLC | 0.15% | New | 2,350 | $281K |
| Spire Wealth Management | 0.01% | No change | 2,280 | $272K |
| Valmark Advisers, Inc. | 0.00% | Reduce -6.8% | 2,280 | $272K |
| Certified Advisory Corp | 0.04% | Add +7.6% | 2,275 | $272K |
| AMG National Trust Bank | 0.01% | Reduce -30.5% | 2,270 | $271K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 2,206 | $264K |
| Waverly Advisors, LLC | 0.01% | New | 2,177 | $260K |
| Sterling Investment Counsel, LLC | 0.12% | Reduce -1.3% | 2,144 | $256K |
| LRI Investments, LLC | 0.06% | — | 2,141 | $256K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.6% | 2,119 | $252K |
| Bank of New York Mellon Corp | 0.00% | Reduce -62.2% | 2,092 | $250K |
| Strategic Financial Concepts, LLC | 0.06% | New | 2,076 | $248K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 2,050 | $245K |
| RVW Wealth, LLC | 0.02% | New | 2,000 | $239K |
| UNIVEST FINANCIAL Corp | 0.07% | Reduce -14.6% | 1,994 | $238K |
| Parallel Advisors, LLC | 0.01% | No change | 1,985 | $237K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.1% | 1,980 | $237K |
| Darrow Company, Inc. | 0.15% | New | 1,938 | $232K |
| Apollon Financial, LLC | 0.08% | No change | 1,919 | $229K |
| Virtue Capital Management, LLC | 0.04% | No change | 1,964 | $227K |
| Garden State Investment Advisory Services LLC | 0.08% | Add +0.1% | 1,885 | $225K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 2,035 | $223K |
| Thomasville National Bank | 0.02% | No change | 1,855 | $222K |
| M3 Advisory Group, LLC | 0.20% | New | 1,849 | $221K |
| Kowal Investment Group, LLC | 0.05% | Add +0.3% | 1,837 | $220K |
| Prosperity Wealth Management, Inc. | 0.10% | New | 1,807 | $216K |
| Cornerstone Management, Inc. | 0.05% | New | 1,802 | $215K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,787 | $214K |
| First National Advisers, LLC | 0.05% | New | 1,780 | $213K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -17.1% | 1,745 | $209K |
| Mather Group, Llc. | 0.00% | Add +3.0% | 1,898 | $208K |
| Lane & Associates LLC | 0.13% | New | 1,727 | $206K |
| 49 Wealth Management, LLC | 0.04% | Reduce -15.3% | 1,687 | $201K |
| Citigroup Inc. | 0.00% | Add +2.4% | 1,525 | $182K |
| Qube Research & Technologies Ltd | 0.00% | Add +37.6% | 1,254 | $150K |
| UMB Bank, n.a. | 0.00% | No change | 1,253 | $150K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -15.2% | 1,200 | $143K |
| Aspire Wealth Management Corp | 0.09% | No change | 1,180 | $141K |
| Blue Trust, Inc. | 0.00% | Add +223.5% | 1,048 | $125K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -54.5% | 955 | $114K |
| MV Capital Management, Inc. | 0.01% | No change | 928 | $111K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +17.2% | 918 | $110K |
| CIBC Private Wealth Group LLC | 0.00% | New | 878 | $105K |
| First Personal Financial Services | 0.02% | No change | 864 | $103K |
| Financial Gravity Asset Management, Inc. | 0.03% | Reduce -95.0% | 843 | $92K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -11.4% | 706 | $84K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | Reduce -34.5% | 704 | $84K |
| Clearstead Advisors, LLC | 0.00% | No change | 638 | $76K |
| SouthState Bank Corp | 0.01% | No change | 630 | $75K |
| First Horizon Advisors, Inc. | 0.00% | No change | 603 | $72K |
| Principal Securities, Inc. | 0.00% | Add +29.4% | 520 | $62K |
| Aspire Private Capital, LLC | 0.02% | No change | 510 | $61K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 507 | $61K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 476 | $57K |
| Bare Financial Services, Inc | 0.05% | No change | 470 | $54K |
| Clarity Asset Management, Inc. | 0.03% | New | 398 | $48K |
| Signaturefd, LLC | 0.00% | No change | 341 | $41K |
| Allianz SE | 0.00% | — | 308 | $37K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 304 | $36K |
| Financial Avengers, Inc. | 0.02% | No change | 301 | $36K |
| Geneos Wealth Management Inc. | 0.00% | No change | 289 | $35K |
| Robinswood Financial LLC | 0.01% | No change | 274 | $33K |
| Franklin Resources Inc. | 0.00% | No change | 271 | $32K |
| Chilton Capital Management LLC | 0.00% | No change | 242 | $29K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 236 | $28K |
| Private Trust Co. NA | 0.00% | No change | 210 | $25K |
| Bogart Wealth, LLC | 0.00% | No change | 201 | $24K |
| Global Wealth Strategies & Associates | 0.01% | New | 196 | $23K |
| VitalStone Financial, LLC | 0.02% | No change | 170 | $20K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 141 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 132 | $16K |
| Rothschild Investment LLC | 0.00% | New | 128 | $15K |
| First Community Trust NA | 0.01% | No change | 120 | $14K |
| Founders Financial Alliance, LLC | 0.00% | No change | 105 | $13K |
| NBT Bank, N.A. | 0.00% | No change | 105 | $13K |
| City State Bank | 0.01% | No change | 100 | $12K |
| Tsfg, LLC | 0.00% | Reduce -92.0% | 100 | $12K |
| Beacon Capital Management, LLC | 0.00% | No change | 100 | $12K |
| BNP Paribas Financial Markets | 0.00% | New | 100 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 96 | $11K |
| Burns Matteson Capital Management, LLC | 0.01% | New | 11,297 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.1% | 94 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 87 | $10K |
| Quadrant Capital Group LLC | 0.00% | No change | 86 | $10K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 88 | $10K |
| Sittner & Nelson, LLC | 0.01% | New | 85 | $10K |
| Bokf, NA | 0.00% | Reduce -20.0% | 80 | $10K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 66 | $8K |
| Retirement Group, LLC | 0.00% | No change | 65 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 65 | $7K |
| Key Financial Inc | 0.00% | No change | 45 | $5K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -87.1% | 45 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 25 | $3K |
| LifeSteps Financial, Inc. | 0.00% | New | 14 | $2K |
| Global Financial Private Client, LLC | 0.00% | No change | 14 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 10 | $1K |
| TruNorth Capital Management, LLC | 0.00% | — | 8 | $956 |
| FWL Investment Management, LLC | 0.00% | No change | 2 | $239 |
"% 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.