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 |
| Creative Financial Designs Inc. | 0.38% | Add +45.9% | 37,206 | $4.6M |
| Howe & Rusling Inc. | 0.39% | Add +1.5% | 36,233 | $4.5M |
| Westwood Holdings Group Inc. | 0.03% | No change | 35,850 | $4.5M |
| Principle Wealth Partners LLC | 0.31% | Add +17.8% | 35,692 | $4.5M |
| CIBC Private Wealth Group LLC | 0.01% | Add +537.3% | 34,854 | $4.4M |
| Veridan Wealth LLC | 2.02% | — | 33,063 | $4.3M |
| Avant Capital LLC | 3.54% | — | 34,216 | $4.3M |
| Trademark Financial Management, LLC | 3.37% | Reduce -14.4% | 34,002 | $4.2M |
| Centaurus Financial, Inc. | 0.26% | Add +8.6% | 33,724 | $4.2M |
| Breakwater Investment Management | 1.76% | Reduce -2.8% | 33,120 | $4.1M |
| Compass Planning Associates Inc | 4.04% | — | 31,872 | $4.0M |
| Checchi Capital Advisers, LLC | 0.29% | Add +9.1% | 30,800 | $3.8M |
| Gray Wealth Management Inc. | 1.41% | Reduce -1.7% | 29,779 | $3.7M |
| Zhang Financial LLC | 0.21% | Reduce -0.6% | 29,512 | $3.7M |
| MAI Capital Management | 0.03% | Reduce -2.5% | 28,505 | $3.6M |
| CVA Family Office, LLC | 0.56% | Reduce -2.1% | 28,376 | $3.5M |
| Fingerlakes Wealth Management, Inc. | 2.84% | Add +3.5% | 28,164 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +1.3% | 28,075 | $3.5M |
| Encompass Wealth Advisors, LLC | 1.41% | Add +0.1% | 27,967 | $3.5M |
| Silicon Valley Capital Partners | 0.38% | Reduce -29.0% | 27,531 | $3.4M |
| Mather Group, Llc. | 0.04% | Add +0.3% | 27,452 | $3.4M |
| Alpha Cubed Investments, LLC | 0.16% | Add +0.9% | 27,230 | $3.4M |
| Boyd Wealth Management, LLC | 1.63% | Add +0.2% | 26,447 | $3.3M |
| Colorado Capital Management, Inc. | 1.54% | Add +82.0% | 25,530 | $3.2M |
| Pinnacle Bancorp, Inc. | 1.04% | Reduce -0.0% | 25,505 | $3.2M |
| Tradition Wealth Management, LLC | 0.27% | Add +5.1% | 24,816 | $3.1M |
| Glass Jacobson Investment Advisors llc | 1.01% | Add +3.1% | 24,708 | $3.1M |
| AE Wealth Management LLC | 0.03% | Reduce -21.3% | 24,707 | $3.1M |
| Mariner, LLC | 0.01% | Reduce -2.0% | 24,118 | $3.0M |
| Moneco Advisors, LLC | 0.32% | Reduce -5.5% | 23,956 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +50.1% | 23,952 | $3.0M |
| United Capital Financial Advisors, LLC | 0.03% | Add +0.1% | 23,658 | $3.0M |
| Wells Financial Advisors INC | 3.91% | No change | 22,965 | $2.9M |
| Ifrah Financial Services, Inc. | 0.79% | Add +0.0% | 22,911 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +77.6% | 22,714 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +10.8% | 21,602 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +14.6% | 20,743 | $2.6M |
| Milestone Asset Management Group, LLC | 2.27% | — | 20,346 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.9% | 20,283 | $2.5M |
| Strategic Financial Partners, Ltd. | 1.28% | Reduce -0.7% | 20,146 | $2.5M |
| Allworth Financial LP | 0.01% | Add +2.5% | 18,488 | $2.4M |
| Grantvest Financial Group LLC | 2.66% | — | 19,092 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +37.5% | 19,080 | $2.4M |
| Roberts Glore & Co. Inc. | 0.71% | Reduce -0.1% | 19,065 | $2.4M |
| Blair William & Co. | 0.01% | Add +17.8% | 18,886 | $2.4M |
| Wealthcare Capital Partners, LLC | 1.22% | — | 18,753 | $2.3M |
| Americana Partners, LLC | 0.10% | No change | 18,629 | $2.3M |
| Choreo, LLC | 0.03% | Add +1.5% | 18,419 | $2.3M |
| Foundations Investment Advisors, LLC | 0.04% | New | 18,407 | $2.3M |
| FMR LLC | 0.00% | Reduce -1.3% | 17,481 | $2.2M |
| Cresta Advisors, Ltd. | 1.13% | No change | 16,905 | $2.2M |
| PFG Advisors | 0.13% | Add +1.9% | 17,088 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +32.7% | 17,087 | $2.1M |
| Horizon Investment Services, LLC | 0.90% | Add +1.1% | 17,006 | $2.1M |
| First National Bank of Omaha | 0.14% | Add +0.3% | 16,982 | $2.1M |
| Bank of Hawaii | 0.12% | Reduce -2.0% | 16,711 | $2.1M |
| Silverlake Wealth Management LLC | 0.77% | Add +50.0% | 15,979 | $2.0M |
| Hazlett, Burt & Watson, Inc. | 0.87% | Reduce -6.0% | 15,682 | $2.0M |
| Hilltop Wealth Advisors, LLC | 0.98% | Reduce -2.0% | 15,490 | $1.9M |
| Simon Quick Advisors, LLC | 0.12% | Add +0.1% | 15,472 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +60.3% | 15,342 | $1.9M |
| Ameritas Advisory Services, LLC | 0.07% | Add +17.6% | 15,307 | $1.9M |
| Noble Wealth Management PBC | 1.27% | — | 14,693 | $1.8M |
| Ogorek Anthony Joseph /NY/ | 0.54% | Reduce -2.0% | 13,673 | $1.7M |
| Finward Bancorp | 1.45% | — | 13,378 | $1.7M |
| Matthew Goff Investment Advisor, LLC | 0.31% | Reduce -1.1% | 13,317 | $1.7M |
| Northern Trust Corp. | 0.00% | Reduce -3.9% | 12,624 | $1.6M |
| Petix & Botte Co | 0.41% | Reduce -20.7% | 12,474 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +7.9% | 12,399 | $1.5M |
| Procyon Advisors, LLC | 0.10% | Add +6.3% | 12,211 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -2.6% | 12,181 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +2.0% | 11,767 | $1.5M |
| Passumpsic Savings Bank | 0.90% | Add +7.7% | 11,601 | $1.4M |
| Bowman & Co S.C. | 0.75% | Add +0.6% | 11,584 | $1.4M |
| Calton & Associates, Inc. | 0.63% | Add +5.7% | 11,399 | $1.4M |
| Causey Wealth LLC | 0.83% | — | 11,336 | $1.4M |
| Cary Street Partners Financial LLC | 0.05% | — | 11,319 | $1.4M |
| Gotham Asset Management | 0.01% | Reduce -1.6% | 11,166 | $1.4M |
| Arkos Global Advisors | 0.20% | Reduce -19.5% | 11,126 | $1.4M |
| Revisor Wealth Management LLC | 1.27% | Add +44.4% | 10,700 | $1.4M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -12.8% | 10,975 | $1.4M |
| OneAscent Wealth Management LLC | 0.56% | Add +52.5% | 10,829 | $1.4M |
| LifeWealth Investments, LLC | 0.90% | — | 10,817 | $1.4M |
| Global Retirement Partners, LLC | 0.04% | Reduce -3.7% | 10,771 | $1.3M |
| Ballentine Partners, LLC | 0.02% | No change | 10,700 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.2% | 10,113 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -6.0% | 9,598 | $1.2M |
| Vanguard Group Inc. | 0.00% | Add +9.5% | 9,274 | $1.2M |
| Citadel Advisors | 0.00% | Add +99.3% | 9,246 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +482.7% | 9,148 | $1.1M |
| Focus Partners Wealth | 0.00% | New | 9,107 | $1.1M |
| Flagstar Securities, Inc. | 0.28% | Add +7.8% | 9,089 | $1.1M |
| Blackston Financial Advisory Group, LLC | 0.56% | Add +35.2% | 9,036 | $1.1M |
| Snowden Capital Advisors LLC | 0.04% | No change | 9,036 | $1.1M |
| World Investment Advisors | 0.03% | Add +12.4% | 8,962 | $1.1M |
| High Net Worth Advisory Group LLC | 0.31% | No change | 8,813 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Add +22.9% | 8,699 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Reduce -12.3% | 8,598 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +6.8% | 8,489 | $1.1M |
| Bank of Montreal | 0.00% | Add +2.4% | 8,346 | $1.0M |
| CoreCap Advisors, LLC | 0.05% | Add +8.1% | 8,129 | $1.0M |
| Ascent Group, LLC | 0.08% | Reduce -0.8% | 8,032 | $1.0M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -2.8% | 8,000 | $999K |
| VSM Wealth Advisory, LLC | 0.35% | — | 7,954 | $994K |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +0.3% | 7,444 | $930K |
| Crane Advisory, LLC | 0.16% | No change | 7,380 | $927K |
| Private Wealth Group, LLC | 0.45% | No change | 7,354 | $919K |
| Hudock, Inc. | 0.16% | Reduce -6.4% | 7,337 | $916K |
| Corient Private Wealth LP | 0.00% | Add +166.9% | 17,371 | $910K |
| Aveo Capital Partners, LLC | 0.10% | Reduce -0.7% | 7,279 | $909K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -1.3% | 7,268 | $908K |
| Hilltop Holdings Inc. | 0.06% | Add +2.1% | 7,249 | $905K |
| Crescent Grove Advisors, LLC | 0.09% | No change | 7,056 | $881K |
| Renaissance Technologies | 0.00% | Reduce -70.2% | 7,000 | $874K |
| StoneX Group Inc. | 0.05% | Add +6.0% | 6,966 | $870K |
| Graney & King, LLC | 0.66% | — | 6,947 | $868K |
| Wealthcare Capital Management LLC | 0.09% | Reduce -4.2% | 6,897 | $862K |
| Koshinski Asset Management, Inc. | 0.07% | Add +0.0% | 6,873 | $859K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.4% | 6,765 | $845K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.4% | 6,765 | $845K |
| Lido Advisors, LLC | 0.01% | New | 6,697 | $836K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 6,667 | $833K |
| Westmount Partners, LLC | 0.25% | No change | 6,630 | $828K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +12.5% | 6,515 | $814K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.3% | 6,402 | $800K |
| Florida Financial Advisors, LLC | 0.35% | Reduce -2.0% | 6,318 | $789K |
| Mgo One Seven LLC | 0.03% | No change | 6,247 | $780K |
| Synergy Investment Management, LLC | 0.33% | — | 6,185 | $773K |
| O'ROURKE & COMPANY, Inc | 0.37% | Add +16.7% | 5,972 | $746K |
| Visionary Wealth Advisors | 0.04% | Add +1.8% | 5,890 | $736K |
| Vicus Capital | 0.06% | Reduce -2.5% | 5,854 | $731K |
| Csenge Advisory Group | 0.04% | Reduce -5.8% | 5,759 | $719K |
| Raab & Moskowitz Asset Management LLC | 0.18% | Add +4.5% | 5,723 | $715K |
| Collaborative Wealth Managment Inc. | 0.32% | No change | 5,718 | $714K |
| Jane Street Group, LLC | 0.00% | New | 5,705 | $713K |
| WMS Partners, LLC | 0.04% | No change | 5,677 | $709K |
| IFP Advisors, Inc | 0.02% | Add +2.5% | 5,594 | $699K |
| Keystone Financial Group | 0.07% | No change | 5,551 | $693K |
| Creekside Partners | 0.36% | No change | 5,544 | $693K |
| Goldstone Financial Group, LLC | 0.11% | Add +0.2% | 5,513 | $689K |
| New England Private Wealth Advisors LLC | 0.11% | Add +153.4% | 5,434 | $679K |
| MidAtlantic Capital Management, Inc. | 0.49% | No change | 5,336 | $667K |
| Haverford Trust Co | 0.01% | Add +22.5% | 5,315 | $664K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.0% | 5,256 | $657K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.0% | 5,231 | $653K |
| Mainsail Asset Management, LLC | 0.46% | Reduce -0.3% | 5,230 | $653K |
| Meridian Wealth Management, LLC | 0.03% | Add +0.0% | 5,208 | $651K |
| JFG Wealth Management, LLC | 0.15% | New | 5,205 | $650K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.4% | 5,164 | $645K |
| Wharton Business Group, LLC | 0.03% | No change | 5,050 | $631K |
| Independent Advisor Alliance | 0.01% | New | 5,035 | $629K |
| Global Trust Asset Management, LLC | 0.24% | Reduce -0.8% | 4,975 | $621K |
| Venture Visionary Partners LLC | 0.03% | No change | 4,886 | $610K |
| Arkadios Wealth Advisors | 0.03% | Reduce -0.0% | 4,870 | $608K |
| First National Advisers, LLC | 0.10% | No change | 4,860 | $607K |
| Cornerstone Financial Group, LLC | 0.59% | — | 4,790 | $598K |
| Landaas & Co. /Wi | 0.16% | No change | 4,736 | $592K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.3% | 4,654 | $581K |
| Colton Groome Financial Advisors, LLC | 0.22% | Reduce -12.0% | 4,561 | $570K |
| Interchange Capital Partners, LLC | 0.20% | Reduce -0.8% | 4,420 | $552K |
| CW Advisors, LLC | 0.01% | New | 4,271 | $534K |
| Crewe Advisors LLC | 0.07% | No change | 4,265 | $533K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +28.6% | 4,263 | $533K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -3.0% | 4,252 | $531K |
| Regions Financial Corp. | 0.00% | New | 4,211 | $526K |
| Cassady Schiller Wealth Management, LLC | 0.19% | No change | 4,195 | $524K |
| OxenFree Capital LLC | 0.39% | Reduce -9.5% | 4,170 | $521K |
| BCO Wealth Management LLC | 0.43% | — | 4,154 | $519K |
| Dana Investment Advisors, Inc. | 0.02% | Add +19.2% | 4,124 | $515K |
| Bleakley Financial Group, LLC | 0.02% | New | 4,078 | $509K |
| Western Wealth Management, LLC | 0.03% | Add +2.1% | 4,055 | $506K |
| Addison Advisors LLC | 0.14% | Reduce -15.9% | 4,015 | $502K |
| Brookstone Capital Management | 0.01% | Add +10.9% | 3,971 | $496K |
| Summit Wealth Partners, LLC | 0.10% | No change | 3,954 | $494K |
| Martel Wealth Advisors LLC | 0.10% | Add +0.6% | 3,924 | $490K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.0% | 3,900 | $487K |
| Bell Bank | 0.04% | No change | 3,853 | $481K |
| AQR Capital Management | 0.00% | Add +17.1% | 3,846 | $480K |
| Westbourne Investments, Inc. | 0.28% | — | 3,811 | $476K |
| Pinion Investment Advisors, LLC | 0.18% | Reduce -4.5% | 3,719 | $465K |
| Cwm, LLC | 0.00% | Add +36.5% | 3,671 | $459K |
| Clear Creek Financial Management, LLC | 0.05% | Add +101.4% | 3,640 | $455K |
| Pillar Financial Advisors, LLC | 0.35% | — | 3,630 | $453K |
| Continuum Advisory, LLC | 0.06% | Add +5.3% | 3,630 | $453K |
| Country Club Bank | 0.03% | Reduce -2.4% | 3,581 | $446K |
| Bay Capital Advisors, LLC | 0.35% | — | 3,500 | $437K |
| Flagship Wealth Advisors, LLC | 0.26% | — | 3,500 | $437K |
| LWM Advisors Inc. | 0.43% | — | 3,431 | $429K |
| Bessemer Group Inc. | 0.00% | No change | 3,370 | $421K |
| Fusion Family Wealth, LLC | 0.04% | No change | 3,290 | $411K |
| Strategic Blueprint, LLC | 0.02% | Reduce -0.9% | 3,273 | $409K |
| Apexium Financial, LP | 0.02% | New | 3,265 | $408K |
| Avalon Trust Co | 0.03% | No change | 3,234 | $404K |
| Optivise Advisory Services LLC | 0.21% | Add +16.3% | 3,182 | $397K |
| Berger Financial Group, Inc | 0.03% | Add +1.3% | 3,166 | $395K |
| Richardson Financial Services Inc. | 0.27% | Add +5.5% | 3,133 | $390K |
| Duncan Williams Asset Management, LLC | 0.15% | No change | 3,006 | $375K |
| &partners | 0.00% | Reduce -22.9% | 2,974 | $371K |
| Synovus Financial Corp. | 0.00% | Reduce -43.9% | 2,957 | $370K |
| Rf&l Wealth Management, LLC | 0.26% | No change | 2,922 | $365K |
| Caitlin John, LLC | 0.25% | No change | 2,895 | $362K |
| Sonoma Private Wealth LLC | 0.58% | Add +1.9% | 2,887 | $361K |
| Spinnaker Trust | 0.02% | Reduce -4.1% | 2,882 | $360K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 2,865 | $358K |
| Ritholtz Wealth Management | 0.01% | No change | 2,865 | $358K |
| Prestige Wealth Management Group LLC | 0.07% | No change | 2,822 | $352K |
| Citigroup Inc. | 0.00% | Add +86.4% | 2,785 | $348K |
| Apeiron RIA LLC | 0.10% | No change | 2,775 | $347K |
| Betterment LLC | 0.00% | No change | 2,752 | $344K |
| Bison Wealth, LLC | 0.04% | — | 2,721 | $340K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -86.2% | 2,725 | $339K |
| HUB Investment Partners, LLC | 0.01% | No change | 2,704 | $338K |
| Financial Alternatives, Inc | 0.24% | No change | 2,702 | $338K |
| Garden State Investment Advisory Services LLC | 0.10% | Reduce -2.8% | 2,633 | $329K |
| Parallel Advisors, LLC | 0.01% | Add +23.3% | 2,619 | $327K |
| PrairieView Partners, LLC | 0.03% | No change | 2,587 | $323K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,514 | $314K |
| Certified Advisory Corp | 0.03% | Add +0.4% | 2,514 | $314K |
| D. E. Shaw & Co. | 0.00% | New | 2,500 | $312K |
| Boulder Wealth Advisors, LLC | 0.16% | No change | 2,496 | $312K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 2,438 | $305K |
| Valmark Advisers, Inc. | 0.00% | Add +2.4% | 2,378 | $297K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 2,377 | $297K |
| CFC Planning Co LLC | 0.32% | — | 2,372 | $296K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.1% | 2,348 | $293K |
| Rodgers & Associates, LTD | 0.03% | Add +16.7% | 2,345 | $293K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.4% | 2,290 | $286K |
| Principal Securities, Inc. | 0.01% | Add +16.4% | 2,272 | $284K |
| Plancorp, LLC | 0.01% | No change | 2,250 | $281K |
| AMG National Trust Bank | 0.01% | Reduce -1.8% | 2,230 | $279K |
| Concorde Asset Management, LLC | 0.14% | Add +0.6% | 2,179 | $272K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.5% | 2,179 | $272K |
| Lazari Capital Management, Inc. | 0.11% | Reduce -58.0% | 2,171 | $271K |
| LRI Investments, LLC | 0.03% | No change | 2,152 | $269K |
| CVFG LLC | 0.24% | — | 2,150 | $269K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +2.0% | 2,117 | $264K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | No change | 2,099 | $262K |
| Bank of New York Mellon Corp | 0.00% | No change | 2,091 | $261K |
| Strategic Financial Concepts, LLC | 0.05% | Add +6.8% | 2,082 | $260K |
| Sterling Investment Counsel, LLC | 0.17% | Reduce -2.5% | 2,064 | $258K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.1% | 2,063 | $258K |
| Park Avenue Securities LLC | 0.00% | Add +13.0% | 2,056 | $257K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -18.8% | 2,046 | $256K |
| Prosperity Wealth Management, Inc. | 0.10% | Add +0.8% | 2,035 | $254K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -3.8% | 2,003 | $250K |
| Prospect Financial Services LLC | 0.14% | New | 2,002 | $250K |
| RVW Wealth, LLC | 0.02% | No change | 2,000 | $250K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 2,000 | $250K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,980 | $247K |
| Stonebridge Financial Group, LLC | 0.03% | — | 1,978 | $247K |
| Darrow Company, Inc. | 0.14% | Add +0.6% | 1,956 | $244K |
| M3 Advisory Group, LLC | 0.17% | Reduce -1.8% | 1,949 | $243K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 1,925 | $240K |
| Apollon Financial, LLC | 0.06% | No change | 1,919 | $240K |
| Tiaa Trust, National Association | 0.00% | Add +21.2% | 1,916 | $239K |
| Quadrant Capital Group LLC | 0.02% | No change | 1,886 | $236K |
| Spire Wealth Management | 0.01% | No change | 1,880 | $235K |
| Essex Financial Services, Inc. | 0.02% | New | 1,845 | $230K |
| Thomasville National Bank | 0.02% | No change | 1,819 | $227K |
| Wedbush Securities Inc. | 0.01% | Add +12.4% | 1,815 | $227K |
| Keystone Wealth Services, LLC | 0.06% | Add +0.1% | 1,810 | $226K |
| Fort Sheridan Advisors LLC | 0.03% | New | 1,775 | $222K |
| WPG Advisers, LLC | 0.20% | — | 1,752 | $219K |
| Lockerman Financial Group, Inc. | 0.37% | New | 1,748 | $218K |
| Townsquare Capital LLC | 0.00% | New | 1,711 | $214K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -99.2% | 1,697 | $212K |
| Apollon Wealth Management, LLC | 0.00% | New | 1,686 | $211K |
| Cornerstone Management, Inc. | 0.04% | No change | 1,677 | $209K |
| One Capital Management, LLC | 0.01% | No change | 1,641 | $205K |
| Brown Wealth Management, LLC | 0.07% | New | 1,615 | $202K |
| SBI Securities Co., Ltd. | 0.01% | — | 1,426 | $178K |
| Comprehensive Financial Planning, Inc. | 0.14% | — | 1,346 | $168K |
| Geneos Wealth Management Inc. | 0.01% | Add +64.9% | 1,306 | $163K |
| Curio Wealth, LLC | 0.09% | — | 1,269 | $159K |
| UMB Bank, n.a. | 0.00% | No change | 1,253 | $157K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -5.8% | 1,131 | $141K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +188.0% | 1,129 | $141K |
| DT Investment Partners, LLC | 0.01% | New | 1,004 | $125K |
| MV Capital Management, Inc. | 0.01% | No change | 928 | $116K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -53.1% | 904 | $113K |
| Legacy Investment Solutions, LLC | 0.07% | Add +0.1% | 828 | $108K |
| Legacy Wealth Managment, LLC | 0.07% | Add +0.1% | 828 | $108K |
| Financial Gravity Companies, Inc. | 0.02% | No change | 843 | $105K |
| Capital Analysts, LLC | 0.00% | No change | 830 | $104K |
| BlackRock, Inc. | 0.00% | New | 812 | $101K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +6.8% | 781 | $98K |
| Sachetta, LLC | 0.04% | New | 763 | $95K |
| Kestra Investment Management, LLC | 0.00% | Reduce -53.6% | 757 | $94K |
| First Command Advisory Services, Inc. | 0.00% | No change | 706 | $88K |
| SouthState Bank Corp | 0.01% | No change | 630 | $79K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 570 | $74K |
| Mascoma Wealth Management LLC | 0.02% | New | 592 | $74K |
| First Horizon Advisors, Inc. | 0.00% | No change | 573 | $72K |
| MPWM Advisory Solutions, LLC | 0.05% | — | 511 | $64K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 476 | $59K |
| WFA Asset Management Corp | 0.03% | No change | 474 | $59K |
| Bare Financial Services, Inc | 0.02% | No change | 470 | $59K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Reduce -27.0% | 459 | $57K |
| Vestor Capital, LLC | 0.00% | New | 442 | $55K |
| Tanglewood Legacy Advisors, LLC | 0.02% | New | 433 | $54K |
| Angeles Wealth Management, LLC | 0.00% | No change | 355 | $44K |
| Signaturefd, LLC | 0.00% | No change | 341 | $43K |
| TD Waterhouse Canada Inc. | 0.00% | Add +144.9% | 338 | $42K |
| Coppell Advisory Solutions LLC | 0.01% | Add +316.5% | 329 | $41K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 309 | $39K |
| Allianz SE | 0.00% | No change | 308 | $38K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -18.3% | 304 | $38K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -42.2% | 290 | $36K |
| Franklin Resources Inc. | 0.00% | No change | 271 | $34K |
| Financial Life Planners | 0.03% | — | 269 | $34K |
| Ameriflex Group, Inc. | 0.01% | — | 219 | $29K |
| Robinswood Financial LLC | 0.01% | Reduce -16.4% | 229 | $29K |
| CENTRAL TRUST Co | 0.00% | Reduce -28.1% | 223 | $28K |
| Private Trust Co. NA | 0.00% | No change | 210 | $26K |
| Bogart Wealth, LLC | 0.00% | No change | 201 | $25K |
| Financial Avengers, Inc. | 0.01% | No change | 201 | $25K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 165 | $21K |
| Sound Income Strategies, LLC | 0.00% | New | 163 | $20K |
| Adirondack Trust Co. | 0.01% | New | 160 | $20K |
| Park Square Financial Group, LLC | 0.01% | — | 150 | $19K |
| Anchor Investment Management, LLC | 0.00% | No change | 148 | $18K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 141 | $18K |
| Tucker Asset Management LLC | 0.00% | Add +0.7% | 140 | $17K |
| GoalVest Advisory LLC | 0.00% | New | 132 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 132 | $16K |
| 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 |
| Beacon Capital Management, LLC | 0.00% | Add +1.0% | 101 | $13K |
| City State Bank | 0.00% | No change | 100 | $12K |
| Tsfg, LLC | 0.00% | No change | 100 | $12K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 88 | $12K |
| Mainstream Capital Management LLC | 0.01% | New | 90 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 87 | $11K |
| ORG Partners LLC | 0.00% | New | 81 | $10K |
| IFG Advisory, LLC | 0.00% | New | 10,000 | $10K |
| First Community Trust NA | 0.01% | No change | 80 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 77 | $10K |
| Synergy Asset Management, LLC | 0.00% | New | 53 | $7K |
| Bokf, NA | 0.00% | Reduce -11.3% | 55 | $7K |
| Key Financial Inc | 0.00% | No change | 45 | $6K |
| GeoWealth Management, LLC | 0.00% | No change | 19 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | New | 17 | $2K |
| Eastern Bank | 0.00% | No change | 17 | $2K |
| West Branch Capital LLC | 0.00% | New | 16 | $2K |
| Global Financial Private Client, LLC | 0.00% | No change | 14 | $2K |
| Pacific Center for Financial Services | 0.00% | New | 12 | $1K |
| Bellwether Advisors, LLC | 0.00% | New | 12 | $1K |
| TruNorth Capital Management, LLC | 0.00% | No change | 8 | $999 |
| FWL Investment Management, LLC | 0.00% | No change | 2 | $250 |
| Medallion Wealth Advisors, LLC | 0.00% | — | 1 | $130 |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -99.0% | 1 | $87 |
"% 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.