Vngrd Mrgstr MG CP VL ETF-UiMGVETF
13F holders, Q3 2024 (September 30)421holders +35
48new positions
12sold out
4famous investors
$128.31avg. 13F price*
At the end of Q3 2024, 421 institutions reported holding Vngrd Mrgstr MG CP VL ETF-Ui (MGV) in their 13F filings, up 35 from Q2 2024. 48 opened new positions and 12 sold out. The largest holders were Assetmark, Inc. ($1.8B), Bank of America Corp. ($480.8M) and Morgan Stanley ($360.6M). 4 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 (Q3 2024)
- CUSIP
- 921910840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $104.8M |
| Exits | 12 | $4.1M |
All 13F filers, Q2 2024 → Q3 2024: 2,856,689 shares bought and 1,016,579 shares sold, net +1,840,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 421 holders
| Assetmark, Inc. | 5.13% | Add +4.1% | 13,969,433 | $1.8B |
| Bank of America Corp. | 0.04% | Reduce -0.1% | 3,747,774 | $480.8M |
| Morgan Stanley | 0.03% | Add +9.7% | 2,811,135 | $360.6M |
| Lincoln National Corp. | 7.92% | Add +0.2% | 1,928,581 | $247.4M |
| UBS Group AG | 0.06% | Reduce -0.1% | 1,798,818 | $230.8M |
| Envestnet Asset Management Inc. | 0.06% | Add +1.0% | 1,549,831 | $198.8M |
| Ameriprise Financial Inc. | 0.05% | Add +23.4% | 1,373,587 | $176.4M |
| PNC Financial Services Group, Inc. | 0.10% | Add +0.9% | 1,260,757 | $161.7M |
| LPL Financial LLC | 0.05% | Reduce -10.6% | 899,191 | $115.3M |
| Black Diamond Financial, LLC | 15.03% | Add +11.9% | 690,138 | $88.5M |
| Sequoia Financial Advisors, LLC | 0.89% | Add +1.6% | 646,158 | $82.9M |
| Royal Bank of Canada | 0.02% | Add +2.9% | 608,550 | $78.1M |
| Wells Fargo & Company | 0.02% | Add +1.6% | 600,201 | $77.0M |
| Merit Financial Group, LLC | 1.55% | Add +4.0% | 540,355 | $69.3M |
| Raymond James & Associates | 0.04% | Add +3.4% | 524,029 | $67.2M |
| Means Investment Co., Inc. | 7.23% | Add +6.4% | 507,550 | $65.1M |
| HighTower Advisors, LLC | 0.09% | Reduce -19.4% | 463,703 | $59.5M |
| Rockefeller Capital Management L.P. | 0.16% | Reduce -0.2% | 456,034 | $58.5M |
| MML Investors Services, LLC | 0.21% | Reduce -11.9% | 454,247 | $58.3M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +19.6% | 397,866 | $51.0M |
| Petredis Investment Advisors LLC | 5.19% | Reduce -0.2% | 380,098 | $48.8M |
| ETF Portfolio Partners, Inc. | 13.50% | Reduce -0.5% | 355,806 | $45.6M |
| Osaic Holdings, Inc. | 0.10% | Reduce -14.9% | 337,797 | $43.3M |
| Kestra Advisory Services, LLC | 0.21% | Reduce -0.5% | 299,634 | $38.4M |
| Stifel Financial Corp. | 0.04% | Add +12.3% | 279,603 | $35.9M |
| Commonwealth Equity Services, LLC | 0.05% | Add +7.7% | 278,750 | $35.8M |
| Strategic Investment Advisors / MI | 3.58% | Add +4.8% | 254,492 | $32.6M |
| Bernardo Wealth Planning LLC | 7.26% | Reduce -5.6% | 229,052 | $29.9M |
| Beacon Pointe Advisors, LLC | 0.34% | Reduce -6.2% | 227,972 | $29.2M |
| BHK Investment Advisors, LLC | 10.89% | Reduce -0.9% | 227,436 | $29.2M |
| Zeit Capital LLC | 21.00% | Reduce -1.2% | 211,776 | $27.2M |
| Smartleaf Asset Management LLC | 3.22% | Add +0.6% | 207,547 | $26.5M |
| Avantax Advisory Services, Inc. | 0.17% | Reduce -2.1% | 203,684 | $26.1M |
| Redhawk Wealth Advisors, Inc. | 3.65% | New | 199,206 | $25.6M |
| Capital Advantage, Inc. | 4.85% | Reduce -0.8% | 197,279 | $25.3M |
| BTG Pactual Asset Management US LLC | 3.63% | New | 195,051 | $25.0M |
| Savant Capital, LLC | 0.19% | Add +46.4% | 177,531 | $22.8M |
| Old National Bancorp | 0.49% | Reduce -4.3% | 165,454 | $21.2M |
| Baird Financial Group, Inc. | 0.04% | Add +1.0% | 163,445 | $21.0M |
| Marmo Financial Group, LLC | 11.02% | Add +92.5% | 161,053 | $20.7M |
| Harbour Investments, Inc. | 0.62% | Add +7.0% | 160,252 | $20.6M |
| Blue Edge Capital, LLC | 2.98% | Add +12.0% | 149,356 | $19.2M |
| Sheridan Capital Management, LLC | 13.08% | Reduce -0.2% | 144,278 | $18.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +8.9% | 141,691 | $18.2M |
| Leavell Investment Management, Inc. | 0.87% | Add +4.4% | 135,705 | $17.4M |
| Brophy Wealth Management, LLC | 5.99% | — | 130,530 | $16.7M |
| Avior Wealth Management, LLC | 0.64% | Add +30.6% | 125,764 | $16.1M |
| Cresset Asset Management, LLC | 0.06% | Add +0.4% | 124,644 | $16.0M |
| Wealthcare Advisory Partners LLC | 0.42% | Reduce -17.0% | 114,848 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.6% | 110,185 | $14.1M |
| Von Berge Wealth Management Group, LLC | 8.53% | Add +0.1% | 105,081 | $13.8M |
| US Bancorp \de | 0.02% | Add +3.0% | 107,100 | $13.8M |
| Creative Planning | 0.01% | Add +0.1% | 105,506 | $13.5M |
| Capital Planning LLC | 3.75% | Add +1.8% | 104,231 | $13.4M |
| Mfa Wealth Advisors, LLC | 2.92% | New | 103,956 | $13.3M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +396.9% | 101,931 | $13.1M |
| Private Advisor Group, LLC | 0.08% | Add +2.0% | 100,051 | $12.8M |
| 9258 Wealth Management, LLC | 1.88% | Reduce -0.2% | 99,318 | $12.7M |
| D.A. Davidson & Co. | 0.10% | Add +8.1% | 99,062 | $12.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.34% | Reduce -3.6% | 92,843 | $11.9M |
| Quattro Financial Advisors LLC | 3.25% | Reduce -1.4% | 88,432 | $11.5M |
| Select Asset Management & Trust | 4.15% | Add +10.3% | 87,927 | $11.3M |
| SOL Capital Management CO | 1.25% | Reduce -2.7% | 87,616 | $11.2M |
| TFB Advisors LLC | 3.32% | Reduce -0.2% | 87,060 | $11.2M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -1.1% | 84,678 | $10.9M |
| James J. Burns & Company, LLC | 1.93% | Add +0.2% | 83,275 | $10.7M |
| Stephens Inc. | 0.15% | Add +0.6% | 80,844 | $10.4M |
| Arq Wealth Advisors, LLC | 3.89% | Add +1.4% | 80,736 | $10.3M |
| BSW Wealth Partners | 1.49% | Reduce -5.3% | 77,440 | $9.9M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -0.2% | 72,479 | $9.6M |
| Wealthspire Advisors, LLC | 0.10% | New | 73,719 | $9.5M |
| HB Wealth Management, LLC | 0.10% | Add +1.1% | 72,882 | $9.3M |
| Annapolis Financial Services, LLC | 2.59% | Add +19.2% | 68,105 | $8.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +225.7% | 67,558 | $8.7M |
| WealthShield Partners, LLC | 1.17% | Add +15.9% | 67,111 | $8.6M |
| Wealthfront Advisers LLC | 0.03% | Add +8.2% | 66,298 | $8.5M |
| Breakwater Capital Group | 1.65% | Add +39.6% | 63,657 | $8.2M |
| Cedrus LLC | 3.02% | Add +8.1% | 63,602 | $8.2M |
| Cetera Investment Advisers | 0.02% | Reduce -21.5% | 61,721 | $7.9M |
| SG Americas Securities, LLC | 0.03% | Reduce -30.0% | 61,312 | $7.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.74% | No change | 58,357 | $7.5M |
| Phillips Financial Management, LLC | 0.56% | Reduce -3.6% | 56,361 | $7.2M |
| Center For Asset Management LLC | 4.26% | Add +4.5% | 55,590 | $7.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -53.1% | 54,026 | $6.9M |
| Planning Directions Inc. | 4.00% | Reduce -3.9% | 52,382 | $6.7M |
| Pachira Investments Inc. | 5.05% | Reduce -7.4% | 51,118 | $6.6M |
| Dechtman Wealth Management, LLC | 1.34% | New | 50,931 | $6.5M |
| Comerica Bank | 0.02% | Reduce -1.6% | 48,633 | $6.2M |
| Amara Financial, Llc. | 5.77% | — | 46,979 | $6.0M |
| Captrust Financial Advisors | 0.02% | Add +0.2% | 46,809 | $6.0M |
| WNY Asset Management, LLC | 0.70% | Add +190.4% | 46,515 | $6.0M |
| Atria Investments, Inc | 0.07% | Add +6.0% | 45,243 | $5.8M |
| FSC Wealth Advisors, LLC | 4.15% | New | 45,034 | $5.8M |
| Royal Fund Management, LLC | 0.41% | Add +127.7% | 44,544 | $5.8M |
| PFG Private Wealth Management, LLC | 3.29% | Reduce -9.7% | 44,289 | $5.7M |
| Wesbanco Bank Inc. | 0.19% | Add +0.2% | 43,374 | $5.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.82% | Reduce -7.4% | 42,023 | $5.4M |
| Trademark Financial Management, LLC | 4.04% | Add +84.7% | 39,723 | $5.1M |
| Apriem Advisors | 0.59% | Add +24.0% | 39,620 | $5.1M |
| EverSource Wealth Advisors, LLC | 0.32% | Add +0.1% | 39,337 | $5.0M |
"% 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.