Vngrd Mrgstr MG CP VL ETF-UiMGVETF
13F holders, Q4 2024 (December 31)452holders +31
39new positions
29sold out
5famous investors
$124.94avg. 13F price*
At the end of Q4 2024, 452 institutions reported holding Vngrd Mrgstr MG CP VL ETF-Ui (MGV) in their 13F filings, up 31 from Q3 2024. 39 opened new positions and 29 sold out. The largest holders were Assetmark, Inc. ($1.8B), Bank of America Corp. ($483.4M) and Morgan Stanley ($355.2M). 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 (Q4 2024)
- CUSIP
- 921910840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $29.6M |
| Exits | 29 | $268.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,153,378 shares bought and 2,904,684 shares sold, net −751,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 452 holders
| Assetmark, Inc. | 4.86% | Add +2.6% | 14,337,204 | $1.8B |
| Bank of America Corp. | 0.04% | Add +3.3% | 3,870,186 | $483.4M |
| Morgan Stanley | 0.02% | Add +1.2% | 2,843,816 | $355.2M |
| UBS Group AG | 0.05% | Reduce -1.6% | 1,769,597 | $221.0M |
| Ameriprise Financial Inc. | 0.05% | Add +24.0% | 1,703,299 | $212.8M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -9.8% | 1,398,665 | $174.7M |
| PNC Financial Services Group, Inc. | 0.11% | Add +0.5% | 1,266,543 | $158.2M |
| LPL Financial LLC | 0.05% | Add +6.0% | 953,263 | $119.1M |
| Black Diamond Financial, LLC | 13.13% | Add +1.6% | 701,296 | $87.6M |
| Raymond James Financial Inc. | 0.03% | — | 673,711 | $84.2M |
| Sequoia Financial Advisors, LLC | 0.75% | Reduce -3.9% | 620,923 | $77.6M |
| Royal Bank of Canada | 0.02% | Add +0.5% | 611,831 | $76.4M |
| Wells Fargo & Company | 0.02% | Add +1.5% | 609,304 | $76.1M |
| Merit Financial Group, LLC | 1.31% | Add +7.8% | 582,474 | $72.8M |
| Means Investment Co., Inc. | 6.59% | Reduce -0.2% | 506,470 | $63.3M |
| HighTower Advisors, LLC | 0.08% | Add +1.4% | 470,111 | $58.7M |
| Rockefeller Capital Management L.P. | 0.15% | Add +0.9% | 460,163 | $57.5M |
| MML Investors Services, LLC | 0.18% | Reduce -7.8% | 418,774 | $52.3M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -1.7% | 390,956 | $48.8M |
| Petredis Investment Advisors LLC | 4.61% | Reduce -6.1% | 356,811 | $44.6M |
| Osaic Holdings, Inc. | 0.10% | Add +4.6% | 353,467 | $44.2M |
| Kestra Advisory Services, LLC | 0.21% | Add +3.3% | 309,372 | $38.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +4.9% | 292,402 | $36.5M |
| Stifel Financial Corp. | 0.04% | Add +2.2% | 285,721 | $35.7M |
| Strategic Investment Advisors / MI | 3.52% | Add +4.3% | 265,399 | $33.2M |
| ETF Portfolio Partners, Inc. | 9.57% | Reduce -28.3% | 255,168 | $31.9M |
| Bernardo Wealth Planning LLC | 6.94% | Add +2.5% | 234,716 | $29.0M |
| BHK Investment Advisors, LLC | 10.70% | Add +0.4% | 228,276 | $28.5M |
| Beacon Pointe Advisors, LLC | 0.30% | Reduce -3.9% | 219,019 | $27.4M |
| Dechtman Wealth Management, LLC | 5.24% | Add +326.1% | 217,034 | $27.1M |
| Smartleaf Asset Management LLC | 2.64% | Add +0.1% | 207,693 | $25.9M |
| Capital Advantage, Inc. | 4.54% | Add +1.1% | 199,356 | $24.9M |
| Zeit Capital LLC | 18.63% | Reduce -12.7% | 184,846 | $24.3M |
| BTG Pactual Asset Management US LLC | 3.13% | Reduce -5.1% | 185,087 | $24.2M |
| Avantax Advisory Services, Inc. | 0.15% | Reduce -9.1% | 185,204 | $23.1M |
| Blue Edge Capital, LLC | 3.34% | Add +14.0% | 170,233 | $21.3M |
| Savant Capital, LLC | 0.17% | Reduce -4.1% | 170,231 | $21.3M |
| Baird Financial Group, Inc. | 0.04% | Add +3.3% | 168,761 | $21.1M |
| Marmo Financial Group, LLC | 10.74% | Reduce -1.1% | 159,245 | $19.9M |
| Harbour Investments, Inc. | 0.57% | Reduce -0.9% | 158,740 | $19.8M |
| Old National Bancorp | 0.44% | Reduce -10.6% | 147,862 | $18.5M |
| Leavell Investment Management, Inc. | 0.90% | Add +8.4% | 147,063 | $18.4M |
| Sheridan Capital Management, LLC | 12.76% | Add +0.8% | 145,470 | $18.2M |
| Avior Wealth Management, LLC | 0.57% | Reduce -0.2% | 125,518 | $15.7M |
| Cresset Asset Management, LLC | 0.07% | Reduce -0.0% | 124,617 | $15.6M |
| Mfa Wealth Advisors, LLC | 3.95% | Add +18.8% | 123,446 | $15.4M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +16.9% | 119,142 | $14.9M |
| Von Berge Wealth Management Group, LLC | 8.64% | Add +3.3% | 108,572 | $14.3M |
| Wealthcare Advisory Partners LLC | 0.38% | Reduce -4.5% | 109,656 | $13.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +102.4% | 109,365 | $13.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.8% | 109,303 | $13.7M |
| Waverly Advisors, LLC | 0.21% | Add +2115.4% | 108,952 | $13.6M |
| Capital Planning LLC | 3.55% | Add +4.1% | 108,472 | $13.5M |
| US Bancorp \de | 0.02% | Add +0.5% | 107,668 | $13.5M |
| D.A. Davidson & Co. | 0.11% | Add +7.1% | 106,131 | $13.3M |
| Private Advisor Group, LLC | 0.07% | Add +5.5% | 105,522 | $13.2M |
| Creative Planning | 0.01% | Reduce -3.0% | 102,348 | $12.8M |
| BNP Paribas Financial Markets | 0.01% | Add +2499900.0% | 100,000 | $12.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.33% | Add +3.8% | 96,384 | $12.0M |
| Select Asset Management & Trust | 4.56% | Add +7.1% | 94,202 | $11.8M |
| SOL Capital Management CO | 1.29% | Add +5.8% | 92,698 | $11.6M |
| HB Wealth Management, LLC | 0.11% | Add +21.7% | 88,675 | $11.1M |
| Arq Wealth Advisors, LLC | 4.17% | Add +8.7% | 87,792 | $11.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.9% | 87,163 | $10.9M |
| TFB Advisors LLC | 3.11% | Add +0.1% | 87,124 | $10.9M |
| James J. Burns & Company, LLC | 1.80% | Reduce -0.3% | 83,054 | $10.4M |
| Stephens Inc. | 0.14% | Add +1.1% | 81,730 | $10.2M |
| Breakwater Capital Group | 1.89% | Add +19.3% | 75,929 | $9.5M |
| Arax Advisory Partners | 0.60% | New | 75,862 | $9.5M |
| Wealthspire Advisors, LLC | 0.09% | Add +2.7% | 75,700 | $9.5M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -2.4% | 70,716 | $9.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.0% | 74,341 | $9.3M |
| Wealthfront Advisers LLC | 0.03% | Add +9.4% | 72,547 | $9.1M |
| Modera Wealth Management, LLC | 0.11% | New | 71,406 | $8.9M |
| Quattro Financial Advisors LLC | 2.26% | Reduce -24.0% | 67,186 | $8.7M |
| BSW Wealth Partners | 1.27% | Reduce -10.3% | 69,465 | $8.7M |
| WealthShield Partners, LLC | 1.14% | Reduce -4.4% | 64,143 | $8.0M |
| Cetera Investment Advisers | 0.02% | Add +3.3% | 63,769 | $8.0M |
| Apriem Advisors | 0.89% | Add +57.3% | 62,308 | $7.8M |
| Pachira Investments Inc. | 4.39% | Add +12.7% | 57,624 | $7.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.73% | Reduce -1.6% | 57,392 | $7.2M |
| Center For Asset Management LLC | 4.61% | Add +2.6% | 57,035 | $7.1M |
| Phillips Financial Management, LLC | 0.55% | Reduce -0.1% | 56,274 | $7.0M |
| FSC Wealth Advisors, LLC | 4.32% | Add +19.3% | 53,704 | $6.7M |
| Planning Directions Inc. | 3.66% | Reduce -3.6% | 50,477 | $6.3M |
| Royal Fund Management, LLC | 0.66% | Add +8.3% | 48,244 | $6.1M |
| Comerica Bank | 0.02% | Reduce -0.5% | 48,374 | $6.0M |
| Atria Investments, Inc | 0.07% | Add +6.0% | 47,967 | $6.0M |
| WNY Asset Management, LLC | 0.72% | Reduce -0.2% | 46,420 | $5.8M |
| Captrust Financial Advisors | 0.02% | Reduce -2.2% | 45,788 | $5.7M |
| Amara Financial, Llc. | 5.06% | Reduce -6.6% | 43,893 | $5.5M |
| PFG Private Wealth Management, LLC | 3.03% | Reduce -3.9% | 42,572 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +474.3% | 41,701 | $5.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.76% | Reduce -4.0% | 40,338 | $5.0M |
| Richard P Slaughter Associates Inc | 1.12% | Add +2.6% | 40,175 | $5.0M |
| Resolute Advisors LLC | 0.99% | Add +0.6% | 39,242 | $4.9M |
| EverSource Wealth Advisors, LLC | 0.27% | Reduce -1.2% | 38,858 | $4.9M |
| Anchor Pointe Wealth Management, LLC | 6.23% | — | 38,502 | $4.8M |
| Wesbanco Bank Inc. | 0.16% | Reduce -11.5% | 38,374 | $4.8M |
| Mutual Advisors, LLC | 0.14% | Add +5.1% | 37,179 | $4.8M |
"% 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.