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 |
| CVA Family Office, LLC | 0.64% | Reduce -8.2% | 29,875 | $3.5M |
| Gray Wealth Management Inc. | 1.53% | Reduce -4.9% | 29,853 | $3.5M |
| Zhang Financial LLC | 0.25% | Add +4.4% | 29,652 | $3.5M |
| Alpha Cubed Investments, LLC | 0.16% | Add +5.9% | 28,937 | $3.4M |
| Fingerlakes Wealth Management, Inc. | 3.05% | Add +11.4% | 28,722 | $3.4M |
| Centaurus Financial, Inc. | 0.23% | Reduce -6.8% | 28,668 | $3.4M |
| Checchi Capital Advisers, LLC | 0.27% | Reduce -60.4% | 28,263 | $3.3M |
| Encompass Wealth Advisors, LLC | 0.87% | Add +0.7% | 27,505 | $3.3M |
| Boyd Wealth Management, LLC | 1.76% | Reduce -4.1% | 26,973 | $3.2M |
| Creative Financial Designs Inc. | 0.28% | Reduce -18.4% | 26,672 | $3.2M |
| Equitable Holdings, Inc. | 0.03% | Add +1.8% | 25,623 | $3.0M |
| Levy Wealth Management Group, LLC | 0.77% | Reduce -0.8% | 25,395 | $3.0M |
| Moneco Advisors, LLC | 0.44% | Add +0.9% | 25,155 | $3.0M |
| PFG Advisors | 0.19% | Add +9.2% | 24,016 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.9% | 23,640 | $2.8M |
| Cary Street Partners Investment Advisory LLC | 0.11% | Reduce -12.9% | 23,371 | $2.8M |
| Wells Financial Advisors INC | 1.79% | Reduce -1.6% | 22,965 | $2.7M |
| Ifrah Financial Services, Inc. | 0.77% | Reduce -1.9% | 22,840 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.1% | 22,768 | $2.7M |
| Tradition Wealth Management, LLC | 0.26% | Add +5.1% | 22,705 | $2.7M |
| Mariner, LLC | 0.01% | Add +13.6% | 22,488 | $2.7M |
| Glass Jacobson Investment Advisors llc | 0.95% | Add +8.8% | 21,962 | $2.6M |
| Trademark Financial Management, LLC | 2.08% | Add +194.2% | 21,513 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +59.1% | 20,743 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -3.6% | 20,512 | $2.4M |
| Strategic Financial Partners, Ltd. | 1.29% | Reduce -2.5% | 19,810 | $2.3M |
| Royal Fund Management, LLC | 0.31% | Reduce -9.4% | 19,561 | $2.3M |
| Roberts Glore & Co. Inc. | 0.68% | Reduce -0.1% | 19,083 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -1.0% | 18,177 | $2.2M |
| Americana Partners, LLC | 0.17% | Add +0.1% | 18,589 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +1.7% | 18,278 | $2.2M |
| Choreo, LLC | 0.04% | Add +11.0% | 18,056 | $2.1M |
| Blair William & Co. | 0.01% | Reduce -9.0% | 17,328 | $2.1M |
| Prudential Financial Inc. | 0.00% | Add +21.3% | 17,307 | $2.1M |
| First National Bank of Omaha | 0.13% | Add +1.6% | 17,037 | $2.0M |
| Cresta Advisors, Ltd. | 1.20% | Reduce -0.8% | 17,025 | $2.0M |
| Horizon Investment Services, LLC | 0.94% | Reduce -2.6% | 16,834 | $2.0M |
| Hilltop Wealth Advisors, LLC | 0.99% | Reduce -2.7% | 16,585 | $2.0M |
| Focus Partners Wealth | 0.01% | Add +100.2% | 15,940 | $1.9M |
| Bank of Hawaii | 0.09% | Add +3.6% | 16,093 | $1.9M |
| WNY Asset Management, LLC | 0.25% | Reduce -11.8% | 16,019 | $1.9M |
| Hazlett, Burt & Watson, Inc. | 0.96% | Reduce -5.0% | 15,713 | $1.9M |
| Petix & Botte Co | 0.53% | Add +100.0% | 15,675 | $1.9M |
| FMR LLC | 0.00% | Add +35.5% | 15,657 | $1.9M |
| Pinnacle Bancorp, Inc. | 0.55% | Reduce -1.2% | 15,582 | $1.8M |
| Simon Quick Advisors, LLC | 0.13% | No change | 15,449 | $1.8M |
| Northern Trust Corp. | 0.00% | Reduce -11.6% | 14,868 | $1.8M |
| Ogorek Anthony Joseph /NY/ | 0.61% | Reduce -2.6% | 14,700 | $1.7M |
| Ameritas Advisory Services, LLC | 0.07% | Add +17.9% | 14,685 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +10.9% | 14,437 | $1.7M |
| Arkos Global Advisors | 0.27% | No change | 13,826 | $1.6M |
| Matthew Goff Investment Advisor, LLC | 0.33% | No change | 13,469 | $1.6M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -19.4% | 12,739 | $1.5M |
| Diversify Advisory Services, LLC | 0.08% | Add +0.5% | 12,643 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +6.2% | 12,344 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +3.2% | 12,086 | $1.4M |
| Procyon Advisors, LLC | 0.10% | Add +3.5% | 11,729 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +5.6% | 11,635 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -32.0% | 11,547 | $1.4M |
| Bowman & Co S.C. | 0.78% | Add +1.4% | 11,384 | $1.3M |
| Gotham Asset Management | 0.02% | Add +0.5% | 11,377 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +128.0% | 10,915 | $1.3M |
| Global Retirement Partners, LLC | 0.04% | Reduce -0.9% | 10,805 | $1.3M |
| Ballentine Partners, LLC | 0.02% | No change | 10,700 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -4.4% | 10,208 | $1.2M |
| Passumpsic Savings Bank | 0.84% | Add +14.3% | 9,930 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Add +0.6% | 9,850 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -71.1% | 9,800 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | No change | 9,036 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 9,074 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +2.1% | 8,906 | $1.1M |
| High Net Worth Advisory Group LLC | 0.32% | No change | 8,813 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -30.3% | 8,756 | $1.0M |
| Creekside Partners | 0.56% | — | 8,544 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.7% | 8,301 | $984K |
| Flagstar Securities, Inc. | 0.27% | Add +18.5% | 8,166 | $974K |
| Ascent Group, LLC | 0.08% | Reduce -0.3% | 8,109 | $961K |
| Raymond James Trust N.A. | 0.02% | Add +9.2% | 7,927 | $939K |
| Revisor Wealth Management LLC | 0.65% | Reduce -48.8% | 7,898 | $936K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.3% | 7,857 | $931K |
| Hudock, Inc. | 0.17% | Reduce -0.4% | 7,774 | $921K |
| Bank of Montreal | 0.00% | Add +2.3% | 7,660 | $917K |
| Wealthcare Capital Management LLC | 0.10% | Reduce -2.1% | 7,720 | $915K |
| Citadel Advisors | 0.00% | New | 7,669 | $909K |
| Vanguard Group Inc. | 0.00% | Add +7.0% | 7,571 | $897K |
| Clark Capital Management Group, Inc. | 0.01% | Add +52.6% | 7,419 | $879K |
| Crane Advisory, LLC | 0.17% | Reduce -0.7% | 7,380 | $875K |
| Aveo Capital Partners, LLC | 0.10% | Reduce -0.6% | 7,356 | $872K |
| Private Wealth Group, LLC | 0.46% | No change | 7,354 | $871K |
| Silverlake Wealth Management LLC | 0.36% | Add +53.7% | 7,326 | $868K |
| Crescent Grove Advisors, LLC | 0.09% | No change | 7,056 | $841K |
| Cerity Partners LLC | 0.00% | Reduce -17.3% | 7,082 | $839K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.1% | 6,974 | $826K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -15.2% | 6,868 | $816K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -3.7% | 6,821 | $808K |
| Hilltop Holdings Inc. | 0.09% | Add +9.4% | 6,776 | $803K |
| IFP Advisors, Inc | 0.03% | Add +56.5% | 6,666 | $790K |
| Westmount Partners, LLC | 0.26% | No change | 6,630 | $783K |
| Corient Private Wealth LP | 0.00% | Reduce -5.1% | 6,389 | $757K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +92.6% | 6,280 | $744K |
| Csenge Advisory Group | 0.04% | Reduce -0.7% | 6,242 | $740K |
| Naples Money Management LLC | 0.63% | Add +1.4% | 6,253 | $739K |
| Mgo One Seven LLC | 0.04% | Add +18.3% | 6,215 | $736K |
| StoneX Group Inc. | 0.06% | Add +12.0% | 6,038 | $720K |
| Pegasus Partners Ltd. | 0.07% | No change | 6,020 | $713K |
| Vicus Capital | 0.06% | Reduce -0.6% | 5,934 | $703K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +7.3% | 5,916 | $701K |
| Goldstone Financial Group, LLC | 0.14% | Reduce -6.6% | 5,892 | $698K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +104.8% | 5,842 | $692K |
| Collaborative Wealth Managment Inc. | 0.34% | No change | 5,805 | $688K |
| Visionary Wealth Advisors | 0.04% | Reduce -0.1% | 5,713 | $677K |
| Mainsail Asset Management, LLC | 0.53% | Reduce -5.3% | 5,599 | $663K |
| Rehmann Capital Advisory Group | 0.05% | Add +0.7% | 5,571 | $660K |
| Colorado Capital Management, Inc. | 0.37% | New | 5,557 | $659K |
| Gladstone Institutional Advisory LLC | 0.03% | No change | 5,351 | $634K |
| MidAtlantic Capital Management, Inc. | 0.53% | No change | 5,336 | $632K |
| Colton Groome Financial Advisors, LLC | 0.25% | Reduce -0.5% | 5,258 | $623K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -5.4% | 5,224 | $619K |
| Lazari Capital Management, Inc. | 0.28% | No change | 5,171 | $613K |
| Raab & Moskowitz Asset Management LLC | 0.16% | No change | 5,101 | $604K |
| Wharton Business Group, LLC | 0.03% | No change | 5,050 | $598K |
| &partners | 0.03% | Add +39.1% | 4,986 | $591K |
| Townsquare Capital LLC | 0.01% | New | 4,959 | $588K |
| O'ROURKE & COMPANY, Inc | 0.33% | Add +31.8% | 4,951 | $587K |
| Arkadios Wealth Advisors | 0.04% | Reduce -0.3% | 4,870 | $577K |
| First National Advisers, LLC | 0.11% | Add +173.0% | 4,860 | $576K |
| Calton & Associates, Inc. | 0.29% | Reduce -7.8% | 4,824 | $572K |
| Landaas & Co. /Wi | 0.17% | No change | 4,736 | $561K |
| Waverly Advisors, LLC | 0.01% | Add +114.5% | 4,669 | $553K |
| Venture Visionary Partners LLC | 0.03% | No change | 4,561 | $540K |
| Gratus Capital, LLC | 0.02% | No change | 4,550 | $539K |
| Interchange Capital Partners, LLC | 0.19% | Add +4.8% | 4,438 | $526K |
| Haverford Trust Co | 0.01% | No change | 4,379 | $519K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +56.7% | 4,352 | $516K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +56.7% | 4,352 | $516K |
| Florida Financial Advisors, LLC | 0.30% | Add +59.5% | 4,218 | $500K |
| Cassady Schiller Wealth Management, LLC | 0.20% | No change | 4,195 | $497K |
| OxenFree Capital LLC | 0.43% | Reduce -11.1% | 4,170 | $494K |
| Global Trust Asset Management, LLC | 0.20% | Add +4.0% | 4,135 | $490K |
| Turtle Creek Wealth Advisors, LLC | 0.11% | No change | 4,074 | $483K |
| Bell Bank | 0.04% | No change | 3,983 | $472K |
| Bank of New York Mellon Corp | 0.00% | Add +89.8% | 3,970 | $470K |
| Summit Wealth Partners, LLC | 0.10% | No change | 3,954 | $469K |
| Western Wealth Management, LLC | 0.03% | Reduce -2.9% | 3,908 | $463K |
| Pinion Investment Advisors, LLC | 0.23% | Add +26.1% | 3,875 | $459K |
| Martel Wealth Advisors LLC | 0.10% | No change | 3,856 | $457K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -0.3% | 3,752 | $445K |
| Country Club Bank | 0.03% | No change | 3,715 | $439K |
| Brookstone Capital Management | 0.01% | Reduce -7.8% | 3,538 | $437K |
| Cwm, LLC | 0.00% | Add +40.8% | 3,560 | $422K |
| CIBC Private Wealth Group LLC | 0.00% | Add +303.5% | 3,543 | $421K |
| Ritholtz Wealth Management | 0.01% | New | 3,495 | $414K |
| Fisher Asset Management | 0.00% | New | 3,472 | $411K |
| Bessemer Group Inc. | 0.00% | No change | 3,370 | $399K |
| Avalon Trust Co | 0.03% | No change | 3,334 | $395K |
| Continuum Advisory, LLC | 0.06% | No change | 3,323 | $394K |
| Strategic Blueprint, LLC | 0.03% | Add +12.8% | 3,303 | $391K |
| Fusion Family Wealth, LLC | 0.04% | No change | 3,290 | $390K |
| Addison Advisors LLC | 0.13% | New | 3,275 | $388K |
| Berger Financial Group, Inc | 0.03% | Reduce -23.0% | 3,216 | $381K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 3,188 | $378K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 3,120 | $370K |
| Duncan Williams Asset Management, LLC | 0.30% | No change | 3,006 | $356K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -17.8% | 3,008 | $356K |
| Spinnaker Trust | 0.02% | No change | 3,004 | $356K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -21.6% | 2,969 | $352K |
| Richardson Financial Services Inc. | 0.25% | Reduce -0.1% | 2,969 | $352K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -47.6% | 2,914 | $348K |
| Rf&l Wealth Management, LLC | 0.26% | No change | 2,922 | $346K |
| Caitlin John, LLC | 0.25% | No change | 2,895 | $343K |
| Prestige Wealth Management Group LLC | 0.07% | No change | 2,822 | $336K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +38.3% | 2,836 | $336K |
| Apeiron RIA LLC | 0.10% | No change | 2,775 | $329K |
| Optivise Advisory Services LLC | 0.18% | — | 2,769 | $328K |
| Sonoma Private Wealth LLC | 0.52% | No change | 2,706 | $321K |
| HUB Investment Partners, LLC | 0.02% | Add +9.3% | 2,704 | $320K |
| Financial Alternatives, Inc | 0.24% | No change | 2,702 | $320K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -81.7% | 2,651 | $314K |
| WMS Partners, LLC | 0.02% | New | 2,638 | $313K |
| PrairieView Partners, LLC | 0.03% | No change | 2,587 | $306K |
| Cadence Bank | 0.02% | Add +3.4% | 2,570 | $305K |
| Betterment LLC | 0.00% | Add +1.1% | 2,569 | $304K |
| AMG National Trust Bank | 0.01% | Add +11.4% | 2,530 | $300K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.7% | 2,506 | $297K |
| Boulder Wealth Advisors, LLC | 0.17% | No change | 2,496 | $296K |
| Certified Advisory Corp | 0.04% | Add +8.3% | 2,464 | $292K |
| NorthCoast Asset Management LLC | 0.00% | No change | 2,390 | $283K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 2,377 | $282K |
| Trivium Point Advisory, LLC | 0.04% | New | 2,371 | $281K |
| Morton Capital Management LLC | 0.07% | New | 2,351 | $279K |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.5% | 2,347 | $278K |
| Garden State Investment Advisory Services LLC | 0.09% | Add +22.6% | 2,310 | $274K |
| Spire Wealth Management | 0.01% | No change | 2,280 | $270K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,280 | $270K |
| Plancorp, LLC | 0.01% | Reduce -59.5% | 2,250 | $267K |
| Concorde Asset Management, LLC | 0.16% | Reduce -54.8% | 2,222 | $263K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -24.1% | 2,209 | $262K |
| AQR Capital Management | 0.00% | New | 2,151 | $255K |
| LRI Investments, LLC | 0.03% | No change | 2,141 | $254K |
| Sterling Investment Counsel, LLC | 0.10% | Reduce -0.3% | 2,138 | $253K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 2,135 | $253K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 2,119 | $251K |
| OneDigital Investment Advisors LLC | 0.00% | Add +17.5% | 2,100 | $249K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | New | 2,099 | $249K |
| Virtue Capital Management, LLC | 0.04% | No change | 1,964 | $240K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -1.7% | 2,000 | $238K |
| RVW Wealth, LLC | 0.02% | No change | 2,000 | $237K |
| UNIVEST FINANCIAL Corp | 0.07% | No change | 1,994 | $236K |
| Parallel Advisors, LLC | 0.01% | No change | 1,985 | $235K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,980 | $235K |
| Lane & Associates LLC | 0.14% | Add +14.5% | 1,977 | $234K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -10.8% | 1,967 | $233K |
| M3 Advisory Group, LLC | 0.19% | Add +5.7% | 1,954 | $232K |
| Darrow Company, Inc. | 0.15% | Add +0.1% | 1,939 | $230K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -60.9% | 1,938 | $229K |
| Apollon Financial, LLC | 0.07% | No change | 1,919 | $227K |
| Prosperity Wealth Management, Inc. | 0.11% | Add +5.3% | 1,903 | $226K |
| Kowal Investment Group, LLC | 0.04% | No change | 1,837 | $218K |
| Principal Securities, Inc. | 0.01% | Add +251.9% | 1,830 | $217K |
| Thomasville National Bank | 0.02% | Reduce -1.9% | 1,819 | $216K |
| Cornerstone Management, Inc. | 0.05% | No change | 1,802 | $214K |
| Citigroup Inc. | 0.00% | Reduce -2.3% | 1,490 | $177K |
| Qube Research & Technologies Ltd | 0.00% | Add +2.7% | 1,288 | $153K |
| UMB Bank, n.a. | 0.00% | No change | 1,253 | $148K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,200 | $142K |
| Aspire Wealth Management Corp | 0.08% | No change | 1,180 | $140K |
| Blue Trust, Inc. | 0.00% | No change | 1,048 | $125K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 955 | $113K |
| MV Capital Management, Inc. | 0.01% | No change | 928 | $110K |
| Financial Gravity Asset Management, Inc. | 0.03% | No change | 843 | $100K |
| Capital Analysts, LLC | 0.00% | New | 830 | $98K |
| First Personal Financial Services | 0.02% | Reduce -6.4% | 809 | $96K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -14.6% | 784 | $92K |
| First Command Advisory Services, Inc. | 0.00% | No change | 706 | $84K |
| Clearstead Advisors, LLC | 0.00% | No change | 638 | $76K |
| SouthState Bank Corp | 0.01% | No change | 630 | $75K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | Reduce -10.7% | 629 | $75K |
| First Horizon Advisors, Inc. | 0.00% | No change | 603 | $71K |
| Aspire Private Capital, LLC | 0.02% | No change | 510 | $60K |
| Bare Financial Services, Inc | 0.03% | No change | 470 | $58K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 476 | $57K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +84.3% | 435 | $52K |
| Clarity Asset Management, Inc. | 0.03% | Reduce -1.0% | 394 | $47K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -31.9% | 345 | $41K |
| Signaturefd, LLC | 0.00% | No change | 341 | $40K |
| Allianz SE | 0.00% | No change | 308 | $36K |
| AdvisorNet Financial, Inc | 0.00% | No change | 304 | $36K |
| Financial Avengers, Inc. | 0.02% | No change | 301 | $36K |
| Redmont Wealth Advisors LLC | 0.06% | New | 297 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 290 | $34K |
| Geneos Wealth Management Inc. | 0.00% | No change | 289 | $34K |
| Robinswood Financial LLC | 0.01% | No change | 274 | $32K |
| Franklin Resources Inc. | 0.00% | No change | 271 | $32K |
| International Assets Investment Management, LLC | 0.00% | New | 254 | $30K |
| WFA Asset Management Corp | 0.02% | New | 245 | $29K |
| Private Trust Co. NA | 0.00% | No change | 210 | $25K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 204 | $24K |
| Anchor Investment Management, LLC | 0.00% | New | 202 | $24K |
| Bogart Wealth, LLC | 0.00% | No change | 201 | $24K |
| VitalStone Financial, LLC | 0.01% | No change | 170 | $20K |
| Strategic Financial Concepts, LLC | 0.01% | Add +11467.0% | 240,132 | $17K |
| 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% | No change | 128 | $15K |
| First Community Trust NA | 0.01% | No change | 120 | $14K |
| Founders Financial Alliance, LLC | 0.00% | No change | 105 | $12K |
| NBT Bank, N.A. | 0.00% | No change | 105 | $12K |
| Tsfg, LLC | 0.00% | No change | 100 | $12K |
| City State Bank | 0.00% | No change | 100 | $12K |
| Beacon Capital Management, LLC | 0.00% | No change | 100 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 96 | $11K |
| Burns Matteson Capital Management, LLC | 0.01% | Reduce -0.9% | 11,192 | $11K |
| Farther Finance Advisors, LLC | 0.00% | No change | 94 | $11K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 88 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 87 | $10K |
| Quadrant Capital Group LLC | 0.00% | No change | 86 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | — | 79 | $9K |
| Bokf, NA | 0.00% | Reduce -12.5% | 70 | $8K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 66 | $8K |
| Key Financial Inc | 0.00% | No change | 45 | $5K |
| Register Financial Advisors LLC | 0.00% | New | 38 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 25 | $3K |
| Global Financial Private Client, LLC | 0.00% | No change | 14 | $2K |
| TruNorth Capital Management, LLC | 0.00% | No change | 8 | $948 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -62.9% | 948 | $251 |
| FWL Investment Management, LLC | 0.00% | No change | 2 | $237 |
"% 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.