Vngrd Mrgstr MG CP VL ETF-UiMGVETF
13F holders, Q1 2025 (March 31)470holders +18
54new positions
30sold out
4famous investors
$128.79avg. 13F price*
At the end of Q1 2025, 470 institutions reported holding Vngrd Mrgstr MG CP VL ETF-Ui (MGV) in their 13F filings, up 18 from Q4 2024. 54 opened new positions and 30 sold out. The largest holders were Assetmark, Inc. ($1.9B), Bank of America Corp. ($523.8M) and Morgan Stanley ($372.2M). 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 (Q1 2025)
- CUSIP
- 921910840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $102.2M |
| Exits | 30 | $5.9M |
All 13F filers, Q4 2024 → Q1 2025: 2,796,229 shares bought and 1,295,672 shares sold, net +1,500,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 470 holders
| Assetmark, Inc. | 5.24% | Add +3.3% | 14,804,596 | $1.9B |
| Bank of America Corp. | 0.05% | Add +5.0% | 4,065,448 | $523.8M |
| Morgan Stanley | 0.03% | Add +1.6% | 2,889,178 | $372.2M |
| Ameriprise Financial Inc. | 0.06% | Reduce -0.2% | 1,700,543 | $219.1M |
| UBS Group AG | 0.05% | Reduce -4.9% | 1,683,547 | $216.9M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -0.8% | 1,386,878 | $178.7M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.8% | 1,256,579 | $161.9M |
| LPL Financial LLC | 0.05% | Add +2.5% | 976,948 | $125.9M |
| HighTower Advisors, LLC | 0.12% | Add +51.6% | 712,570 | $91.8M |
| Wells Fargo & Company | 0.02% | Add +16.7% | 710,795 | $91.6M |
| Black Diamond Financial, LLC | 13.24% | Reduce -2.4% | 684,409 | $88.2M |
| Royal Bank of Canada | 0.02% | Add +10.1% | 673,415 | $86.8M |
| Raymond James Financial Inc. | 0.03% | Reduce -1.8% | 661,439 | $85.2M |
| Sequoia Financial Advisors, LLC | 0.61% | Reduce -0.8% | 616,026 | $79.4M |
| Merit Financial Group, LLC | 1.14% | Add +1.1% | 588,737 | $75.9M |
| Rockefeller Capital Management L.P. | 0.16% | Add +6.2% | 488,537 | $62.9M |
| MML Investors Services, LLC | 0.19% | Add +4.8% | 438,703 | $56.5M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +0.6% | 393,189 | $50.7M |
| Petredis Investment Advisors LLC | 4.76% | Reduce -0.9% | 353,409 | $45.5M |
| Stifel Financial Corp. | 0.04% | Add +13.9% | 325,517 | $41.9M |
| Commonwealth Equity Services, LLC | 0.06% | Add +9.1% | 318,877 | $41.1M |
| Kestra Advisory Services, LLC | 0.19% | Reduce -0.2% | 308,701 | $39.8M |
| Strategic Investment Advisors / MI | 3.95% | Add +9.0% | 289,227 | $37.3M |
| Pure Financial Advisors, LLC | 0.76% | New | 282,438 | $36.4M |
| Bernardo Wealth Planning LLC | 7.34% | Add +1.4% | 238,076 | $30.7M |
| BHK Investment Advisors, LLC | 11.11% | Reduce -10.7% | 203,920 | $26.3M |
| Smartleaf Asset Management LLC | 2.53% | Reduce -0.9% | 205,727 | $26.2M |
| Beacon Pointe Advisors, LLC | 0.29% | Reduce -7.3% | 203,148 | $26.2M |
| Capital Advantage, Inc. | 4.54% | No change | 199,356 | $24.9M |
| Zeit Capital LLC | 18.86% | Add +3.0% | 190,300 | $24.5M |
| BTG Pactual Asset Management US LLC | 3.14% | Add +1.5% | 187,915 | $24.2M |
| Avantax Advisory Services, Inc. | 0.15% | Add +1.4% | 187,876 | $24.2M |
| JPMorgan Chase & Co. | 0.00% | Add +61.9% | 176,953 | $22.8M |
| Baird Financial Group, Inc. | 0.04% | Add +2.5% | 172,908 | $22.3M |
| Means Investment Co., Inc. | 2.36% | Reduce -65.9% | 172,656 | $22.2M |
| ETF Portfolio Partners, Inc. | 6.62% | Reduce -33.1% | 170,661 | $22.0M |
| Blue Edge Capital, LLC | 3.51% | Reduce -0.2% | 169,854 | $21.9M |
| Osaic Holdings, Inc. | 0.05% | Reduce -52.7% | 167,186 | $21.5M |
| Marmo Financial Group, LLC | 11.67% | Add +3.9% | 165,497 | $21.3M |
| Savant Capital, LLC | 0.17% | Reduce -6.1% | 159,820 | $20.6M |
| Leavell Investment Management, Inc. | 1.01% | Add +8.2% | 159,091 | $20.5M |
| Wealthspire Advisors, LLC | 0.12% | Add +102.5% | 153,266 | $19.7M |
| BNP Paribas Financial Markets | 0.01% | Add +49.4% | 149,434 | $19.3M |
| Sheridan Capital Management, LLC | 13.86% | Add +1.4% | 147,583 | $19.0M |
| Harbour Investments, Inc. | 0.53% | Reduce -9.0% | 144,511 | $18.6M |
| Apriem Advisors | 2.03% | Add +116.0% | 134,557 | $17.3M |
| Cresset Asset Management, LLC | 0.08% | Add +0.8% | 125,568 | $16.2M |
| Mfa Wealth Advisors, LLC | 4.00% | Add +1.7% | 125,550 | $16.2M |
| Avior Wealth Management, LLC | 0.61% | Reduce -0.6% | 124,736 | $16.1M |
| Atria Wealth Solutions, Inc. | 0.19% | Add +2.1% | 121,657 | $15.7M |
| Von Berge Wealth Management Group, LLC | 9.27% | Add +8.0% | 117,271 | $14.4M |
| Waverly Advisors, LLC | 0.17% | Add +0.9% | 109,929 | $14.2M |
| Capital Planning LLC | 3.94% | Add +0.8% | 109,285 | $14.1M |
| Wealthcare Advisory Partners LLC | 0.37% | Reduce -1.2% | 108,341 | $14.0M |
| D.A. Davidson & Co. | 0.11% | Add +1.2% | 107,359 | $13.8M |
| Private Advisor Group, LLC | 0.08% | Add +1.5% | 107,080 | $13.8M |
| Creative Planning | 0.01% | Add +1.2% | 103,574 | $13.3M |
| Select Asset Management & Trust | 5.32% | Add +9.3% | 102,949 | $13.3M |
| Breakwater Capital Group | 2.36% | Add +35.1% | 102,621 | $13.2M |
| US Bancorp \de | 0.02% | Reduce -5.3% | 102,007 | $13.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.34% | Add +5.5% | 101,675 | $13.1M |
| Titleist Asset Management, LLC | 1.50% | New | 100,033 | $12.9M |
| SOL Capital Management CO | 1.39% | Add +5.9% | 98,193 | $12.7M |
| HB Wealth Management, LLC | 0.10% | Add +6.8% | 94,729 | $12.2M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -0.5% | 86,770 | $11.2M |
| Arq Wealth Advisors, LLC | 4.14% | Reduce -1.4% | 86,568 | $11.2M |
| Crumly & Associates Inc. | 3.06% | New | 86,079 | $11.1M |
| TFB Advisors LLC | 3.14% | Reduce -3.0% | 84,491 | $10.9M |
| Arax Advisory Partners | 0.69% | Add +10.0% | 83,451 | $10.8M |
| James J. Burns & Company, LLC | 1.91% | Reduce -0.3% | 82,787 | $10.7M |
| Stephens Inc. | 0.16% | Add +0.8% | 82,375 | $10.6M |
| Quadcap Wealth Management, LLC | 1.48% | New | 78,910 | $10.2M |
| Modera Wealth Management, LLC | 0.13% | Add +5.5% | 75,299 | $9.7M |
| Wealthfront Advisers LLC | 0.03% | Add +3.0% | 74,749 | $9.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +79.1% | 74,702 | $9.6M |
| WealthShield Partners, LLC | 1.14% | Add +7.3% | 68,845 | $8.9M |
| Avid Wealth Partners LLC | 5.93% | New | 67,827 | $8.7M |
| Quattro Financial Advisors LLC | 2.90% | Reduce -2.2% | 65,698 | $8.5M |
| BSW Wealth Partners | 1.25% | Reduce -7.7% | 64,152 | $8.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -16.1% | 62,399 | $8.0M |
| Cetera Investment Advisers | 0.02% | Reduce -2.5% | 62,144 | $8.0M |
| Pachira Investments Inc. | 5.36% | Add +4.0% | 59,954 | $7.6M |
| Texas Capital Bank Wealth Management Services Inc | 0.74% | Reduce -1.0% | 56,803 | $7.3M |
| Phillips Financial Management, LLC | 0.56% | Add +0.1% | 56,350 | $7.3M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -21.2% | 55,698 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -51.8% | 52,757 | $6.8M |
| FSC Wealth Advisors, LLC | 4.44% | Reduce -2.2% | 52,501 | $6.8M |
| Comerica Bank | 0.03% | Add +1.7% | 49,194 | $6.3M |
| WNY Asset Management, LLC | 0.73% | Add +3.2% | 47,912 | $6.2M |
| Calton & Associates, Inc. | 1.38% | Add +313.3% | 47,112 | $6.1M |
| Planning Directions Inc. | 2.59% | Reduce -7.0% | 46,967 | $6.1M |
| Captrust Financial Advisors | 0.02% | Add +2.4% | 46,878 | $6.0M |
| Amara Financial, Llc. | 5.42% | Add +3.8% | 45,562 | $5.9M |
| Trademark Financial Management, LLC | 4.47% | Add +33.8% | 45,499 | $5.9M |
| Per Stirling Capital Management, LLC. | 0.84% | New | 45,446 | $5.9M |
| PFG Private Wealth Management, LLC | 3.00% | Add +1.0% | 42,993 | $5.5M |
| Veridan Wealth LLC | 2.44% | Add +26.5% | 41,834 | $5.4M |
| Center For Asset Management LLC | 3.29% | Reduce -26.7% | 41,799 | $5.4M |
| Howe & Rusling Inc. | 0.43% | Add +10.8% | 40,136 | $5.2M |
| Resolute Advisors LLC | 1.47% | Add +0.5% | 39,452 | $5.1M |
"% 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.