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 |
| Richard P Slaughter Associates Inc | 1.17% | Reduce -4.0% | 39,141 | $5.0M |
| Resolute Advisors LLC | 1.03% | Add +1.2% | 39,019 | $5.0M |
| Silicon Valley Capital Partners | 0.65% | Reduce -68.4% | 38,754 | $5.0M |
| Westwood Holdings Group Inc. | 0.04% | New | 35,850 | $4.6M |
| Howe & Rusling Inc. | 0.39% | Add +12.8% | 35,702 | $4.6M |
| Mutual Advisors, LLC | 0.13% | Add +3.7% | 35,375 | $4.6M |
| Breakwater Investment Management | 1.83% | Reduce -0.6% | 34,083 | $4.4M |
| AE Wealth Management LLC | 0.04% | Reduce -3.2% | 31,410 | $4.0M |
| Centaurus Financial, Inc. | 0.25% | Add +8.3% | 31,042 | $4.0M |
| Principle Wealth Partners LLC | 0.28% | Add +0.4% | 30,310 | $3.9M |
| Gray Wealth Management Inc. | 1.53% | Add +1.4% | 30,285 | $3.9M |
| Zhang Financial LLC | 0.24% | Add +0.1% | 29,682 | $3.8M |
| MAI Capital Management | 0.04% | Reduce -5.5% | 29,234 | $3.8M |
| CVA Family Office, LLC | 0.60% | Reduce -3.0% | 28,976 | $3.7M |
| Checchi Capital Advisers, LLC | 0.27% | Reduce -0.1% | 28,228 | $3.6M |
| Encompass Wealth Advisors, LLC | 0.90% | Add +1.6% | 27,944 | $3.6M |
| Equitable Holdings, Inc. | 0.03% | Add +8.1% | 27,703 | $3.6M |
| Mather Group, Llc. | 0.05% | Reduce -29.6% | 27,384 | $3.5M |
| Fingerlakes Wealth Management, Inc. | 2.90% | Reduce -5.3% | 27,205 | $3.5M |
| Alpha Cubed Investments, LLC | 0.15% | Reduce -6.7% | 26,994 | $3.5M |
| Boyd Wealth Management, LLC | 1.71% | Reduce -2.2% | 26,388 | $3.4M |
| Pinnacle Bancorp, Inc. | 0.88% | Add +63.8% | 25,515 | $3.3M |
| Creative Financial Designs Inc. | 0.28% | Reduce -4.4% | 25,503 | $3.3M |
| Moneco Advisors, LLC | 0.40% | Add +0.7% | 25,341 | $3.3M |
| Mariner, LLC | 0.01% | Add +9.4% | 24,609 | $3.2M |
| Glass Jacobson Investment Advisors llc | 1.02% | Add +9.1% | 23,969 | $3.1M |
| United Capital Financial Advisors, LLC | 0.03% | No change | 23,640 | $3.0M |
| Tradition Wealth Management, LLC | 0.27% | Add +4.0% | 23,615 | $3.0M |
| Renaissance Technologies | 0.00% | Add +139.8% | 23,500 | $3.0M |
| Wells Financial Advisors INC | 3.98% | No change | 22,965 | $2.9M |
| Ifrah Financial Services, Inc. | 0.79% | Add +0.3% | 22,909 | $2.9M |
| Cary Street Partners Investment Advisory LLC | 0.11% | Reduce -2.0% | 22,900 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.1% | 22,512 | $2.9M |
| Strategic Financial Partners, Ltd. | 1.33% | Add +2.4% | 20,281 | $2.6M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +6.7% | 19,500 | $2.5M |
| Roberts Glore & Co. Inc. | 0.71% | Add +0.0% | 19,086 | $2.4M |
| Silver Oak Securities, Incorporated | 0.26% | Add +642.8% | 19,692 | $2.4M |
| Americana Partners, LLC | 0.16% | Add +0.2% | 18,629 | $2.4M |
| Choreo, LLC | 0.03% | Add +0.5% | 18,145 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +25.4% | 18,103 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -0.7% | 18,044 | $2.3M |
| FMR LLC | 0.00% | Add +13.1% | 17,709 | $2.3M |
| Bank of Hawaii | 0.09% | Add +6.0% | 17,050 | $2.2M |
| Prudential Financial Inc. | 0.00% | Reduce -1.9% | 16,985 | $2.2M |
| First National Bank of Omaha | 0.14% | Reduce -0.6% | 16,937 | $2.2M |
| Cresta Advisors, Ltd. | 1.13% | Reduce -0.7% | 16,905 | $2.2M |
| Horizon Investment Services, LLC | 0.92% | Reduce -0.1% | 16,814 | $2.2M |
| PFG Advisors | 0.14% | Reduce -30.2% | 16,766 | $2.2M |
| Hazlett, Burt & Watson, Inc. | 0.99% | Add +6.2% | 16,685 | $2.1M |
| Blair William & Co. | 0.01% | Reduce -7.4% | 16,038 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +46.2% | 15,953 | $2.0M |
| Hilltop Wealth Advisors, LLC | 0.95% | Reduce -4.7% | 15,803 | $2.0M |
| Petix & Botte Co | 0.54% | Add +0.3% | 15,727 | $2.0M |
| Simon Quick Advisors, LLC | 0.13% | Add +0.1% | 15,464 | $2.0M |
| Colorado Capital Management, Inc. | 0.89% | Add +152.4% | 14,028 | $1.8M |
| Ogorek Anthony Joseph /NY/ | 0.61% | Reduce -5.1% | 13,953 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +491.0% | 13,871 | $1.8M |
| Arkos Global Advisors | 0.26% | No change | 13,826 | $1.8M |
| Matthew Goff Investment Advisor, LLC | 0.33% | Add +0.0% | 13,472 | $1.7M |
| Northern Trust Corp. | 0.00% | Reduce -11.6% | 13,141 | $1.7M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -11.3% | 13,022 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +10.7% | 12,875 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +54.1% | 12,790 | $1.6M |
| Diversify Advisory Services, LLC | 0.09% | Reduce -0.5% | 12,582 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.8% | 12,507 | $1.6M |
| United Advisor Group, LLC | 0.35% | New | 11,961 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -0.1% | 11,537 | $1.5M |
| Bowman & Co S.C. | 0.78% | Add +1.2% | 11,519 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.9% | 11,490 | $1.5M |
| Procyon Advisors, LLC | 0.10% | Reduce -2.0% | 11,489 | $1.5M |
| Gotham Asset Management | 0.02% | Reduce -0.2% | 11,353 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | Add +3.5% | 11,184 | $1.4M |
| AlphaStar Capital Management, LLC | 0.11% | New | 10,994 | $1.4M |
| Calton & Associates, Inc. | 0.53% | Add +123.6% | 10,786 | $1.4M |
| Passumpsic Savings Bank | 0.91% | Add +8.5% | 10,775 | $1.4M |
| Ballentine Partners, LLC | 0.02% | No change | 10,700 | $1.4M |
| Silverlake Wealth Management LLC | 0.53% | Add +45.4% | 10,649 | $1.4M |
| M&T Bank Corp | 0.00% | No change | 10,208 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +8.0% | 9,801 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Reduce -0.5% | 9,800 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +7.5% | 9,572 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | No change | 9,036 | $1.2M |
| Summit Trail Advisors, LLC | 0.03% | New | 8,820 | $1.1M |
| High Net Worth Advisory Group LLC | 0.32% | No change | 8,813 | $1.1M |
| Raymond James Trust N.A. | 0.02% | Add +7.4% | 8,511 | $1.1M |
| Vanguard Group Inc. | 0.00% | Add +11.9% | 8,472 | $1.1M |
| Flagstar Securities, Inc. | 0.27% | Add +3.2% | 8,428 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Add +11.0% | 8,233 | $1.1M |
| Bank of Montreal | 0.00% | Add +6.4% | 8,147 | $1.0M |
| Ascent Group, LLC | 0.08% | Reduce -0.1% | 8,098 | $1.0M |
| World Investment Advisors | 0.03% | New | 7,975 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +12.3% | 7,950 | $1.0M |
| Hudock, Inc. | 0.17% | Add +0.8% | 7,835 | $1.0M |
| CoreCap Advisors, LLC | 0.05% | New | 7,522 | $965K |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +27.0% | 7,420 | $952K |
| Revisor Wealth Management LLC | 0.59% | Reduce -6.2% | 7,408 | $950K |
| Private Wealth Group, LLC | 0.47% | No change | 7,354 | $943K |
| Crane Advisory, LLC | 0.17% | No change | 7,380 | $943K |
| Aveo Capital Partners, LLC | 0.10% | Reduce -0.3% | 7,333 | $941K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.6% | 7,261 | $931K |
| Level Four Advisory Services, LLC | 0.04% | Add +7.9% | 7,360 | $931K |
| Wealthcare Capital Management LLC | 0.09% | Reduce -6.8% | 7,198 | $923K |
| OneAscent Wealth Management LLC | 0.35% | New | 7,102 | $911K |
| Hilltop Holdings Inc. | 0.06% | Add +4.8% | 7,102 | $911K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.5% | 7,077 | $908K |
| Crescent Grove Advisors, LLC | 0.09% | No change | 7,056 | $905K |
| Koshinski Asset Management, Inc. | 0.08% | Add +0.0% | 6,871 | $881K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +56.0% | 6,790 | $871K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +56.0% | 6,790 | $871K |
| Blackston Financial Advisory Group, LLC | 0.44% | New | 6,684 | $857K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +6.2% | 6,667 | $855K |
| Westmount Partners, LLC | 0.26% | No change | 6,630 | $850K |
| StoneX Group Inc. | 0.06% | Add +8.8% | 6,570 | $843K |
| Corient Private Wealth LP | 0.00% | Add +1.9% | 6,509 | $835K |
| Florida Financial Advisors, LLC | 0.43% | Add +52.8% | 6,446 | $827K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +7.9% | 6,381 | $819K |
| Naples Money Management LLC | 0.68% | Reduce -0.0% | 6,252 | $802K |
| Mgo One Seven LLC | 0.03% | Add +0.5% | 6,247 | $801K |
| Csenge Advisory Group | 0.04% | Reduce -2.0% | 6,117 | $795K |
| Pegasus Partners Ltd. | 0.07% | No change | 6,020 | $772K |
| Vicus Capital | 0.07% | Add +1.1% | 6,001 | $770K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -33.9% | 5,791 | $743K |
| Visionary Wealth Advisors | 0.05% | Add +1.3% | 5,785 | $742K |
| Collaborative Wealth Managment Inc. | 0.33% | Reduce -1.5% | 5,718 | $733K |
| WMS Partners, LLC | 0.04% | Add +115.2% | 5,677 | $728K |
| Keystone Financial Group | 0.09% | New | 5,551 | $712K |
| Creekside Partners | 0.37% | Reduce -35.1% | 5,544 | $711K |
| Goldstone Financial Group, LLC | 0.12% | Reduce -6.6% | 5,501 | $706K |
| Raab & Moskowitz Asset Management LLC | 0.18% | Add +7.3% | 5,476 | $702K |
| CIBC Private Wealth Group LLC | 0.00% | Add +54.4% | 5,469 | $702K |
| IFP Advisors, Inc | 0.03% | Reduce -18.2% | 5,455 | $700K |
| MidAtlantic Capital Management, Inc. | 0.50% | No change | 5,336 | $685K |
| Synovus Financial Corp. | 0.01% | New | 5,270 | $676K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -1.8% | 5,254 | $674K |
| Mainsail Asset Management, LLC | 0.50% | Reduce -6.3% | 5,245 | $673K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.1% | 5,229 | $671K |
| Meridian Wealth Management, LLC | 0.03% | New | 5,206 | $668K |
| Colton Groome Financial Advisors, LLC | 0.25% | Reduce -1.4% | 5,183 | $665K |
| Lazari Capital Management, Inc. | 0.28% | No change | 5,171 | $663K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -7.7% | 5,145 | $660K |
| O'ROURKE & COMPANY, Inc | 0.33% | Add +3.4% | 5,117 | $656K |
| Wharton Business Group, LLC | 0.03% | No change | 5,050 | $648K |
| Global Trust Asset Management, LLC | 0.24% | Add +21.3% | 5,015 | $643K |
| Waverly Advisors, LLC | 0.01% | Add +5.3% | 4,918 | $631K |
| Venture Visionary Partners LLC | 0.03% | Add +7.1% | 4,886 | $627K |
| Arkadios Wealth Advisors | 0.04% | Add +0.0% | 4,872 | $625K |
| First National Advisers, LLC | 0.10% | No change | 4,860 | $623K |
| Addison Advisors LLC | 0.17% | Add +45.8% | 4,775 | $613K |
| Landaas & Co. /Wi | 0.17% | No change | 4,736 | $608K |
| Cardiff Park Advisors, LLC | 0.05% | Add +45.6% | 4,642 | $595K |
| Citadel Advisors | 0.00% | Reduce -39.5% | 4,638 | $595K |
| OxenFree Capital LLC | 0.46% | Add +10.6% | 4,610 | $591K |
| Interchange Capital Partners, LLC | 0.20% | Add +0.4% | 4,454 | $571K |
| CreativeOne Wealth, LLC | 0.02% | Add +45.7% | 4,384 | $562K |
| Haverford Trust Co | 0.01% | Reduce -0.9% | 4,340 | $557K |
| Crewe Advisors LLC | 0.06% | New | 4,265 | $547K |
| Cassady Schiller Wealth Management, LLC | 0.20% | No change | 4,195 | $538K |
| Turtle Creek Wealth Advisors, LLC | 0.10% | No change | 4,074 | $523K |
| Western Wealth Management, LLC | 0.03% | Add +1.6% | 3,970 | $509K |
| Summit Wealth Partners, LLC | 0.10% | No change | 3,954 | $507K |
| Russell Investments Group, Ltd. | 0.00% | Add +32.7% | 3,940 | $505K |
| Martel Wealth Advisors LLC | 0.10% | Add +1.2% | 3,902 | $501K |
| Pinion Investment Advisors, LLC | 0.21% | Add +0.5% | 3,894 | $500K |
| &partners | 0.01% | Reduce -22.7% | 3,856 | $495K |
| Bell Bank | 0.06% | Reduce -3.3% | 3,853 | $494K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -0.3% | 3,740 | $480K |
| Country Club Bank | 0.03% | Reduce -1.2% | 3,670 | $469K |
| Brookstone Capital Management | 0.01% | Add +1.2% | 3,582 | $459K |
| Continuum Advisory, LLC | 0.06% | Add +3.8% | 3,448 | $449K |
| Dana Investment Advisors, Inc. | 0.01% | New | 3,461 | $444K |
| Bessemer Group Inc. | 0.00% | No change | 3,370 | $432K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -73.1% | 3,315 | $425K |
| Strategic Blueprint, LLC | 0.03% | No change | 3,303 | $424K |
| Fusion Family Wealth, LLC | 0.04% | No change | 3,290 | $422K |
| AQR Capital Management | 0.00% | Add +52.6% | 3,283 | $421K |
| Avalon Trust Co | 0.03% | Reduce -3.0% | 3,234 | $415K |
| Berger Financial Group, Inc | 0.03% | Reduce -2.9% | 3,124 | $401K |
| Duncan Williams Asset Management, LLC | 0.21% | No change | 3,006 | $386K |
| Spinnaker Trust | 0.02% | No change | 3,004 | $385K |
| Caitlin John, LLC | 0.24% | No change | 2,895 | $379K |
| Rf&l Wealth Management, LLC | 0.27% | No change | 2,922 | $375K |
| Retirement Income Solutions, Inc. | 0.08% | Reduce -8.2% | 2,865 | $368K |
| Ritholtz Wealth Management | 0.01% | Reduce -18.0% | 2,865 | $368K |
| Sonoma Private Wealth LLC | 0.57% | Add +4.7% | 2,832 | $363K |
| Prestige Wealth Management Group LLC | 0.08% | No change | 2,822 | $362K |
| Apeiron RIA LLC | 0.10% | No change | 2,775 | $356K |
| Betterment LLC | 0.00% | Add +7.1% | 2,752 | $353K |
| Richardson Financial Services Inc. | 0.22% | No change | 2,969 | $352K |
| Optivise Advisory Services LLC | 0.18% | Reduce -1.2% | 2,737 | $351K |
| Garden State Investment Advisory Services LLC | 0.11% | Add +17.3% | 2,710 | $348K |
| HUB Investment Partners, LLC | 0.02% | No change | 2,704 | $347K |
| Financial Alternatives, Inc | 0.24% | No change | 2,702 | $347K |
| Cwm, LLC | 0.00% | Reduce -24.5% | 2,689 | $345K |
| Cadence Bank | 0.02% | Add +1.0% | 2,595 | $333K |
| PrairieView Partners, LLC | 0.03% | No change | 2,587 | $331K |
| Trivium Point Advisory, LLC | 0.05% | Add +6.2% | 2,519 | $330K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,514 | $328K |
| Certified Advisory Corp | 0.04% | Add +1.6% | 2,504 | $321K |
| Boulder Wealth Advisors, LLC | 0.17% | No change | 2,496 | $320K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 2,377 | $305K |
| Farther Finance Advisors, LLC | 0.01% | Add +2396.8% | 2,347 | $301K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -19.5% | 2,345 | $301K |
| Valmark Advisers, Inc. | 0.00% | Add +1.8% | 2,322 | $298K |
| AMG National Trust Bank | 0.01% | Reduce -10.3% | 2,270 | $291K |
| Plancorp, LLC | 0.01% | No change | 2,250 | $289K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.6% | 2,196 | $282K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -8.4% | 2,189 | $281K |
| LRI Investments, LLC | 0.03% | Add +0.5% | 2,152 | $280K |
| Concorde Asset Management, LLC | 0.16% | Reduce -2.5% | 2,167 | $278K |
| New England Private Wealth Advisors LLC | 0.04% | Add +1.2% | 2,144 | $275K |
| Parallel Advisors, LLC | 0.01% | Add +7.0% | 2,124 | $272K |
| Sterling Investment Counsel, LLC | 0.10% | Reduce -1.0% | 2,116 | $271K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 2,101 | $269K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | No change | 2,099 | $269K |
| Bank of New York Mellon Corp | 0.00% | Reduce -47.3% | 2,091 | $268K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -26.6% | 2,082 | $267K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +5.5% | 2,075 | $266K |
| Prosperity Wealth Management, Inc. | 0.10% | Add +6.0% | 2,018 | $259K |
| Rodgers & Associates, LTD | 0.03% | New | 2,010 | $258K |
| RVW Wealth, LLC | 0.02% | No change | 2,000 | $257K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 1,994 | $256K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 2,000 | $256K |
| M3 Advisory Group, LLC | 0.19% | Add +1.5% | 1,984 | $254K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,980 | $254K |
| Principal Securities, Inc. | 0.01% | Add +6.6% | 1,951 | $250K |
| Strategic Financial Concepts, LLC | 0.08% | Reduce -99.2% | 1,950 | $250K |
| McClarren Financial Advisors, Inc. | 0.03% | Add +127.7% | 2,159 | $250K |
| Darrow Company, Inc. | 0.14% | Add +0.3% | 1,945 | $249K |
| Qube Research & Technologies Ltd | 0.00% | Add +49.8% | 1,929 | $247K |
| Apollon Financial, LLC | 0.07% | No change | 1,919 | $246K |
| Quadrant Capital Group LLC | 0.02% | Add +2093.0% | 1,886 | $242K |
| Spire Wealth Management | 0.01% | Reduce -17.5% | 1,880 | $241K |
| Kowal Investment Group, LLC | 0.04% | Add +0.8% | 1,851 | $237K |
| Thomasville National Bank | 0.02% | No change | 1,819 | $233K |
| Park Avenue Securities LLC | 0.00% | New | 1,820 | $233K |
| Keystone Wealth Services, LLC | 0.06% | New | 1,808 | $232K |
| Clear Creek Financial Management, LLC | 0.03% | New | 1,807 | $232K |
| Cornerstone Management, Inc. | 0.04% | Reduce -6.9% | 1,677 | $215K |
| NWF Advisory Services Inc. | 0.03% | New | 1,661 | $213K |
| 49 Wealth Management, LLC | 0.03% | New | 1,642 | $211K |
| One Capital Management, LLC | 0.01% | New | 1,641 | $211K |
| Kestra Investment Management, LLC | 0.01% | New | 1,630 | $209K |
| Wedbush Securities Inc. | 0.01% | New | 1,615 | $207K |
| Bullseye Investment Management, LLC | 0.12% | New | 1,570 | $207K |
| Stonegate Investment Group, LLC | 0.01% | New | 1,597 | $205K |
| Lane & Associates LLC | 0.11% | Reduce -19.7% | 1,587 | $204K |
| Tiaa Trust, National Association | 0.00% | New | 1,581 | $203K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,570 | $201K |
| Citigroup Inc. | 0.00% | Add +0.3% | 1,494 | $192K |
| UMB Bank, n.a. | 0.00% | No change | 1,253 | $161K |
| Alpine Bank Wealth Management | 0.02% | — | 1,200 | $154K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,200 | $154K |
| Aspire Wealth Management Corp | 0.08% | No change | 1,180 | $151K |
| Blue Trust, Inc. | 0.00% | No change | 1,048 | $124K |
| MV Capital Management, Inc. | 0.01% | No change | 928 | $119K |
| Legacy Investment Solutions, LLC | 0.07% | — | 827 | $108K |
| Legacy Wealth Managment, LLC | 0.07% | — | 827 | $108K |
| Financial Gravity Companies, Inc. | 0.03% | — | 843 | $108K |
| Capital Analysts, LLC | 0.00% | No change | 830 | $106K |
| First Personal Financial Services | 0.02% | No change | 809 | $104K |
| Geneos Wealth Management Inc. | 0.00% | Add +174.1% | 792 | $102K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +68.0% | 731 | $94K |
| First Command Advisory Services, Inc. | 0.00% | No change | 706 | $91K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 695 | $89K |
| Planning Capital Management Corp | 0.06% | New | 666 | $85K |
| SouthState Bank Corp | 0.01% | No change | 630 | $81K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 629 | $81K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -5.0% | 573 | $74K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +65.2% | 570 | $73K |
| Aspire Private Capital, LLC | 0.02% | No change | 510 | $65K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -36.0% | 502 | $64K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 476 | $61K |
| WFA Asset Management Corp | 0.03% | Add +93.5% | 474 | $61K |
| Bare Financial Services, Inc | 0.02% | No change | 470 | $60K |
| Northwest Financial Advisors | 0.04% | New | 422 | $54K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 392 | $50K |
| Clarity Asset Management, Inc. | 0.03% | Reduce -5.6% | 372 | $48K |
| Angeles Wealth Management, LLC | 0.00% | New | 355 | $46K |
| Signaturefd, LLC | 0.00% | No change | 341 | $44K |
| CENTRAL TRUST Co | 0.00% | New | 310 | $40K |
| Allianz SE | 0.00% | No change | 308 | $40K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.0% | 307 | $39K |
| Redmont Wealth Advisors LLC | 0.06% | No change | 297 | $38K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 282 | $36K |
| Franklin Resources Inc. | 0.00% | No change | 271 | $35K |
| Robinswood Financial LLC | 0.01% | No change | 274 | $35K |
| International Assets Investment Management, LLC | 0.00% | No change | 254 | $33K |
| Private Trust Co. NA | 0.00% | No change | 210 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 201 | $26K |
| Financial Avengers, Inc. | 0.01% | Reduce -33.2% | 201 | $26K |
| VitalStone Financial, LLC | 0.01% | No change | 170 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -43.1% | 165 | $21K |
| Lanark Financial, Inc. | 0.00% | New | 152 | $19K |
| Anchor Investment Management, LLC | 0.00% | Reduce -26.7% | 148 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 141 | $18K |
| Tucker Asset Management LLC | 0.00% | New | 139 | $18K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -92.9% | 138 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 132 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 128 | $16K |
| Founders Financial Alliance, LLC | 0.00% | No change | 105 | $13K |
| NBT Bank, N.A. | 0.00% | No change | 105 | $13K |
| Tsfg, LLC | 0.00% | No change | 100 | $13K |
| City State Bank | 0.00% | No change | 100 | $13K |
| Beacon Capital Management, LLC | 0.00% | No change | 100 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 96 | $12K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 88 | $12K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 87 | $11K |
| First Community Trust NA | 0.01% | Reduce -33.3% | 80 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 79 | $10K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 66 | $8K |
| Bokf, NA | 0.00% | Reduce -11.4% | 62 | $8K |
| Key Financial Inc | 0.00% | No change | 45 | $6K |
| JNBA Financial Advisors | 0.00% | New | 41 | $5K |
| Fourpath Capital Management, LLC | 0.00% | New | 31 | $4K |
| GeoWealth Management, LLC | 0.00% | New | 19 | $2K |
| Eastern Bank | 0.00% | New | 17 | $2K |
| Global Financial Private Client, LLC | 0.00% | No change | 14 | $2K |
| Fifth Third Bancorp | 0.00% | New | 14 | $2K |
| TruNorth Capital Management, LLC | 0.00% | No change | 8 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 4 | $513 |
| FWL Investment Management, LLC | 0.00% | No change | 2 | $257 |
"% 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.