Vngrd Mrgstr MG CP VL ETF-UiMGVETF
13F holders, Q2 2024 (June 30)386holders +6
22new positions
19sold out
5famous investors
$117.86avg. 13F price*
At the end of Q2 2024, 386 institutions reported holding Vngrd Mrgstr MG CP VL ETF-Ui (MGV) in their 13F filings, up 6 from Q1 2024. 22 opened new positions and 19 sold out. The largest holders were Assetmark, Inc. ($1.6B), Bank of America Corp. ($444.4M) and Morgan Stanley ($303.6M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vngrd Mrgstr MG CP VL ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q2 2024)
- CUSIP
- 921910840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $17.0M |
| Exits | 19 | $10.9M |
All 13F filers, Q1 2024 → Q2 2024: 2,267,625 shares bought and 1,065,542 shares sold, net +1,202,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| Assetmark, Inc. | 4.92% | Add +4.4% | 13,420,705 | $1.6B |
| Bank of America Corp. | 0.04% | Reduce -3.8% | 3,750,015 | $444.4M |
| Morgan Stanley | 0.02% | Add +3.6% | 2,562,151 | $303.6M |
| Lincoln National Corp. | 7.71% | Reduce -2.1% | 1,923,968 | $228.0M |
| UBS Group AG | 0.07% | Reduce -0.2% | 1,800,696 | $213.4M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -8.4% | 1,535,143 | $181.9M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -9.4% | 1,249,419 | $148.1M |
| Ameriprise Financial Inc. | 0.04% | Add +9.8% | 1,113,480 | $132.0M |
| LPL Financial LLC | 0.06% | Add +53.1% | 1,005,969 | $119.2M |
| Sequoia Financial Advisors, LLC | 0.91% | Add +6.7% | 635,796 | $75.3M |
| Black Diamond Financial, LLC | 14.12% | Add +8.7% | 616,892 | $73.1M |
| Royal Bank of Canada | 0.02% | Add +3.2% | 591,713 | $70.1M |
| Wells Fargo & Company | 0.02% | Add +0.9% | 590,758 | $70.0M |
| HighTower Advisors, LLC | 0.11% | Add +1.3% | 574,974 | $68.2M |
| Merit Financial Group, LLC | 1.36% | Add +4.5% | 519,548 | $61.6M |
| MML Investors Services, LLC | 0.25% | Add +2.0% | 515,716 | $61.1M |
| Raymond James & Associates | 0.04% | Add +2.9% | 506,821 | $60.1M |
| Means Investment Co., Inc. | 6.76% | Add +7.5% | 477,157 | $56.5M |
| Rockefeller Capital Management L.P. | 0.15% | Add +5.4% | 457,017 | $54.2M |
| Osaic Holdings, Inc. | 0.11% | Reduce -19.0% | 396,848 | $47.0M |
| Petredis Investment Advisors LLC | 5.05% | Reduce -4.4% | 380,912 | $45.1M |
| ETF Portfolio Partners, Inc. | 13.27% | Add +10.9% | 357,668 | $42.4M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +7.1% | 332,679 | $39.4M |
| Kestra Advisory Services, LLC | 0.20% | Add +2.5% | 301,076 | $35.3M |
| Commonwealth Equity Services, LLC | 0.05% | Add +6.9% | 258,912 | $30.7M |
| Stifel Financial Corp. | 0.03% | Add +8.4% | 249,056 | $29.5M |
| Beacon Pointe Advisors, LLC | 0.34% | Reduce -2.0% | 242,962 | $28.8M |
| Strategic Investment Advisors / MI | 3.51% | Add +3.6% | 242,729 | $28.8M |
| Bernardo Wealth Planning LLC | 7.73% | Reduce -5.5% | 242,607 | $28.7M |
| BHK Investment Advisors, LLC | 10.67% | Reduce -3.8% | 229,493 | $27.2M |
| Greytown Advisors Inc. | 15.89% | Reduce -2.7% | 227,219 | $27.1M |
| Zeit Capital LLC | 20.62% | Reduce -0.9% | 214,283 | $25.4M |
| Avantax Advisory Services, Inc. | 0.18% | Add +5.6% | 208,089 | $24.7M |
| Smartleaf Asset Management LLC | 3.99% | Reduce -0.2% | 206,259 | $24.4M |
| Capital Advantage, Inc. | 4.84% | Add +11.8% | 198,845 | $23.6M |
| Old National Bancorp | 0.48% | Reduce -11.2% | 172,875 | $20.5M |
| Baird Financial Group, Inc. | 0.04% | Add +0.8% | 161,808 | $19.2M |
| Harbour Investments, Inc. | 0.60% | Add +0.0% | 149,784 | $17.7M |
| Sheridan Capital Management, LLC | 12.69% | Reduce -1.5% | 144,532 | $17.1M |
| Wealthcare Advisory Partners LLC | 0.51% | Reduce -3.0% | 138,404 | $16.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.1% | 135,419 | $16.0M |
| Blue Edge Capital, LLC | 2.61% | Add +35.8% | 133,337 | $15.8M |
| Leavell Investment Management, Inc. | 0.86% | Add +5.1% | 130,016 | $15.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +6.2% | 130,124 | $15.4M |
| Cresset Asset Management, LLC | 0.06% | Reduce -0.5% | 124,195 | $14.8M |
| Silicon Valley Capital Partners | 2.00% | Reduce -1.0% | 122,465 | $14.5M |
| Savant Capital, LLC | 0.14% | Reduce -33.4% | 121,286 | $14.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +89.2% | 115,231 | $13.7M |
| Creative Planning | 0.01% | Reduce -0.5% | 105,393 | $12.5M |
| Von Berge Wealth Management Group, LLC | 7.89% | Add +0.5% | 104,979 | $12.4M |
| US Bancorp \de | 0.02% | Reduce -0.8% | 103,948 | $12.3M |
| Capital Planning LLC | 3.66% | Add +18.0% | 102,347 | $12.2M |
| 9258 Wealth Management, LLC | 1.82% | Reduce -3.4% | 99,554 | $11.8M |
| Private Advisor Group, LLC | 0.08% | Add +4.3% | 98,084 | $11.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.34% | Add +5.9% | 96,339 | $11.4M |
| Avior Wealth Management, LLC | 0.49% | Add +20.8% | 96,263 | $11.4M |
| D.A. Davidson & Co. | 0.10% | Add +5.6% | 91,630 | $10.9M |
| SOL Capital Management CO | 1.28% | Add +3.6% | 90,086 | $10.7M |
| Quattro Financial Advisors LLC | 2.78% | New | 89,677 | $10.6M |
| SG Americas Securities, LLC | 0.07% | No change | 87,590 | $10.4M |
| TFB Advisors LLC | 3.37% | Add +1.7% | 87,212 | $10.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +3.4% | 85,640 | $10.1M |
| Marmo Financial Group, LLC | 5.99% | Reduce -1.8% | 83,685 | $9.9M |
| James J. Burns & Company, LLC | 1.94% | Add +20.8% | 83,107 | $9.8M |
| BSW Wealth Partners | 1.59% | Reduce -46.0% | 81,772 | $9.7M |
| Stephens Inc. | 0.15% | Reduce -3.5% | 80,360 | $9.5M |
| Arq Wealth Advisors, LLC | 4.09% | Add +3.6% | 79,655 | $9.5M |
| Select Asset Management & Trust | 3.77% | Add +23.1% | 79,747 | $9.4M |
| Cetera Investment Advisers | 0.02% | Add +3.9% | 78,643 | $9.3M |
| HB Wealth Management, LLC | 0.10% | Add +3.0% | 72,064 | $8.5M |
| Sanctuary Advisors, LLC | 0.06% | — | 72,641 | $8.4M |
| Walden Wealth Partners LLC | 4.40% | Add +2.0% | 66,481 | $7.9M |
| Wealthfront Advisers LLC | 0.02% | Add +16.2% | 61,297 | $7.3M |
| Cedrus LLC | 3.49% | Add +4.7% | 58,851 | $7.0M |
| Phillips Financial Management, LLC | 0.57% | Reduce -2.1% | 58,481 | $6.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.72% | Reduce -2.6% | 58,357 | $6.9M |
| WealthShield Partners, LLC | 1.05% | Add +38.2% | 57,921 | $6.9M |
| Annapolis Financial Services, LLC | 2.19% | Add +14.1% | 57,151 | $6.8M |
| Pachira Investments Inc. | 5.80% | Add +4.5% | 55,197 | $6.5M |
| Planning Directions Inc. | 4.40% | Reduce -5.3% | 54,502 | $6.5M |
| Center For Asset Management LLC | 4.17% | Add +2.5% | 53,201 | $6.3M |
| Comerica Bank | 0.02% | Reduce -0.9% | 49,401 | $5.9M |
| PFG Private Wealth Management, LLC | 3.52% | Add +2.1% | 49,055 | $5.8M |
| Captrust Financial Advisors | 0.02% | Reduce -1.9% | 46,730 | $5.5M |
| Veridan Wealth LLC | 2.17% | — | 41,321 | $5.4M |
| Breakwater Capital Group | 1.23% | Add +34.6% | 45,611 | $5.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.15% | Reduce -2.3% | 45,398 | $5.4M |
| Wesbanco Bank Inc. | 0.19% | No change | 43,293 | $5.1M |
| Atria Investments, Inc | 0.07% | Reduce -4.3% | 42,661 | $5.1M |
| EverSource Wealth Advisors, LLC | 0.32% | Reduce -0.7% | 39,295 | $4.9M |
| Richard P Slaughter Associates Inc | 1.14% | Add +0.7% | 40,749 | $4.8M |
| Mather Group, Llc. | 0.06% | Add +1949.3% | 38,896 | $4.6M |
| Resolute Advisors LLC | 1.19% | No change | 38,562 | $4.6M |
| Mutual Advisors, LLC | 0.13% | Add +8.1% | 34,115 | $4.2M |
| Breakwater Investment Management | 1.82% | Add +2.3% | 34,301 | $4.1M |
| AE Wealth Management LLC | 0.04% | Reduce -24.9% | 32,452 | $3.8M |
| Apriem Advisors | 0.46% | Add +31.6% | 31,947 | $3.8M |
| Howe & Rusling Inc. | 0.34% | Add +22.9% | 31,644 | $3.7M |
| MAI Capital Management | 0.04% | Add +0.8% | 30,953 | $3.7M |
| Principle Wealth Partners LLC | 0.27% | Add +0.7% | 30,190 | $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.