Vngrd Mrgstr MG CP VL ETF-UiMGVETF

13F holders, Q2 2025 (June 30)
495holders +25
44new positions
21sold out
5famous investors
$131.16avg. 13F price*

At the end of Q2 2025, 495 institutions reported holding Vngrd Mrgstr MG CP VL ETF-Ui (MGV) in their 13F filings, up 25 from Q1 2025. 44 opened new positions and 21 sold out. The largest holders were Assetmark, Inc. ($2.0B), Bank of America Corp. ($575.3M) and Morgan Stanley ($401.5M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vngrd Mrgstr MG CP VL ETF-Ui
Filed as
VANGUARD WORLD FD (Q2 2025)
CUSIP
921910840
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 380Q1 2024Q2 2024: 386Q2 2024Q3 2024: 421Q3 2024Q4 2024: 452Q4 2024Q1 2025: 470Q1 2025Q2 2025: 495Q2 2025Q3 2025: 507Q3 2025Q4 2025: 545Q4 2025Q1 2026: 573Q1 2026Q2 2026: 604Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions44$113.6M
Exits21$9.2M

All 13F filers, Q1 2025 → Q2 2025: 4,714,814 shares bought and 717,471 shares sold, net +3,997,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 495 holders

Assetmark, Inc. 4.70% Add +2.5% 15,182,180 $2.0B
Bank of America Corp. 0.05% Add +7.8% 4,384,642 $575.3M
Morgan Stanley 0.03% Add +5.9% 3,059,983 $401.5M
Ameriprise Financial Inc. 0.06% Add +2.5% 1,743,113 $228.6M
UBS Group AG 0.05% Add +0.4% 1,690,061 $221.7M
Envestnet Asset Management Inc. 0.05% Reduce -4.8% 1,319,738 $173.1M
PNC Financial Services Group, Inc. 0.10% Reduce -2.6% 1,223,802 $160.6M
Osaic Holdings, Inc. 0.25% Add +557.8% 1,099,774 $142.3M
LPL Financial LLC 0.04% Add +0.2% 978,647 $128.4M
Wells Fargo & Company 0.03% Add +34.8% 957,879 $125.7M
HighTower Advisors, LLC 0.14% Add +23.7% 881,650 $115.7M
Raymond James Financial Inc. 0.04% Add +29.3% 855,215 $112.2M
Royal Bank of Canada 0.02% Add +4.6% 704,352 $92.4M
Merit Financial Group, LLC 0.94% Add +8.6% 639,168 $83.9M
Sequoia Financial Advisors, LLC 0.55% Reduce -0.1% 615,210 $80.7M
Black Diamond Financial, LLC 12.23% Reduce -12.3% 600,060 $78.7M
JPMorgan Chase & Co. 0.00% Add +188.2% 510,051 $66.9M
Rockefeller Capital Management L.P. 0.14% Reduce -3.1% 473,602 $62.1M
MML Investors Services, LLC 0.17% Add +4.7% 459,429 $60.3M
Cambridge Investment Research Advisors, Inc. 0.16% Add +4.8% 411,955 $54.0M
Petredis Investment Advisors LLC 4.18% Add +2.7% 363,074 $47.6M
Kestra Advisory Services, LLC 0.21% Add +5.7% 326,378 $42.8M
Commonwealth Equity Services, LLC 0.06% Add +1.9% 324,804 $42.6M
Stifel Financial Corp. 0.04% Reduce -1.8% 319,531 $41.9M
Praetorian Wealth Management, Inc. 9.55% New 316,435 $41.5M
Strategic Investment Advisors / MI 4.01% Add +8.6% 314,034 $41.3M
Pure Financial Advisors, LLC 0.66% Add +0.5% 283,770 $37.2M
Bernardo Wealth Planning LLC 6.74% Reduce -0.6% 236,708 $31.1M
Apriem Advisors 3.14% Add +67.2% 225,025 $29.5M
Baird Financial Group, Inc. 0.05% Add +20.2% 207,899 $27.3M
Smartleaf Asset Management LLC 2.40% Add +1.0% 207,742 $27.3M
Beacon Pointe Advisors, LLC 0.28% Add +0.3% 203,743 $26.7M
BHK Investment Advisors, LLC 10.44% Reduce -0.3% 203,281 $26.7M
Capital Advantage, Inc. 4.14% Reduce -0.1% 199,187 $26.1M
BTG Pactual Asset Management US LLC 3.50% Add +5.2% 197,592 $25.9M
Zeit Capital LLC 17.94% Add +0.6% 191,343 $25.1M
Avantax Advisory Services, Inc. 0.13% Reduce -5.5% 177,487 $23.3M
ETF Portfolio Partners, Inc. 6.17% Reduce -0.6% 169,686 $22.3M
Marmo Financial Group, LLC 10.99% Add +1.6% 168,124 $22.1M
Blue Edge Capital, LLC 3.27% Reduce -1.2% 167,823 $22.0M
Leavell Investment Management, Inc. 0.97% Add +2.9% 163,716 $21.6M
Means Investment Co., Inc. 2.03% Reduce -5.4% 163,407 $21.4M
Savant Capital, LLC 0.15% Reduce -1.8% 157,026 $20.6M
Wealthcare Advisory Partners LLC 0.45% Add +37.6% 149,110 $19.6M
Graney & King, LLC 12.97% Add +493.1% 147,240 $19.3M
Harbour Investments, Inc. 0.48% Add +0.6% 145,427 $19.1M
AllGen Financial Advisors, Inc. 4.97% New 141,057 $18.5M
Titleist Asset Management, LLC 1.78% Add +36.2% 136,252 $17.9M
Avior Wealth Management, LLC 0.61% Add +8.7% 135,528 $17.8M
Wealthspire Advisors, LLC 0.10% Reduce -13.3% 132,914 $17.4M
Sheridan Capital Management, LLC 11.99% Reduce -10.2% 132,478 $17.4M
Cresset Asset Management, LLC 0.08% Reduce -0.3% 125,180 $16.5M
Mfa Wealth Advisors, LLC 3.87% Add +0.2% 125,779 $16.5M
Von Berge Wealth Management Group, LLC 8.94% Add +2.7% 120,420 $15.9M
SOL Capital Management CO 1.50% Add +19.9% 117,739 $15.4M
Arax Advisory Partners 0.69% Add +37.6% 114,850 $15.1M
Kickstand Ventures, Llc. 3.50% New 114,168 $15.0M
Waverly Advisors, LLC 0.16% Add +1.1% 111,079 $14.6M
Private Advisor Group, LLC 0.08% Add +3.3% 110,609 $14.5M
D.A. Davidson & Co. 0.10% Add +1.4% 108,895 $14.3M
Breakwater Capital Group 2.29% Add +4.4% 107,168 $14.1M
Atria Wealth Solutions, Inc. 0.32% Reduce -13.1% 105,688 $13.9M
Creative Planning 0.01% Reduce -0.2% 103,368 $13.6M
Select Asset Management & Trust 4.63% Add +0.0% 102,959 $13.5M
US Bancorp \de 0.02% Add +0.7% 102,710 $13.5M
Crumly & Associates Inc. 3.22% Add +17.2% 100,858 $13.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.30% Reduce -1.0% 100,663 $13.2M
HB Wealth Management, LLC 0.09% Reduce -5.4% 89,617 $11.8M
Stephens Inc. 0.16% Add +7.9% 88,890 $11.7M
Avid Wealth Partners LLC 6.61% Add +29.2% 87,658 $11.6M
Per Stirling Capital Management, LLC. 1.51% Add +93.6% 87,981 $11.5M
Arq Wealth Advisors, LLC 3.83% No change 86,568 $11.2M
Cetera Investment Advisers 0.02% Add +36.5% 84,837 $11.1M
Janney Montgomery Scott LLC 0.03% Reduce -4.0% 83,305 $10.9M
Quadcap Wealth Management, LLC 1.39% Add +5.5% 83,244 $10.9M
TFB Advisors LLC 2.83% Reduce -2.6% 82,292 $10.8M
James J. Burns & Company, LLC 1.75% Reduce -1.2% 81,797 $10.7M
Wealth Enhancement Advisory Services, LLC 0.02% Add +4.5% 78,059 $10.4M
Modera Wealth Management, LLC 0.12% Add +0.2% 75,450 $9.9M
Arcadia Investment Advisors LLC 4.95% New 72,738 $9.5M
WealthShield Partners, LLC 1.11% Add +1.6% 69,930 $9.2M
Trademark Financial Management, LLC 5.57% Add +52.7% 69,474 $9.1M
Jones Financial Companies LLLP 0.01% Add +62.3% 64,206 $8.4M
Pachira Investments Inc. 6.32% Add +6.3% 63,753 $8.4M
Sanctuary Advisors, LLC 0.05% Add +10.9% 61,794 $8.1M
Quattro Financial Advisors LLC 2.85% Reduce -6.0% 61,764 $8.1M
Wealthfront Advisers LLC 0.02% Reduce -18.4% 60,986 $8.0M
Capital Planning LLC 2.44% Reduce -46.0% 58,964 $7.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -9.4% 56,509 $7.4M
Phillips Financial Management, LLC 0.54% Reduce -0.2% 56,249 $7.4M
Calton & Associates, Inc. 1.27% Add +18.8% 55,956 $7.3M
Texas Capital Bank Wealth Management Services Inc 0.66% Reduce -4.9% 54,038 $7.1M
Gladwyn Financial Advisors, Inc. 5.42% — 53,401 $7.0M
FSC Wealth Advisors, LLC 4.40% Add +1.2% 53,127 $7.0M
Center For Asset Management LLC 4.27% Add +33.2% 55,664 $6.9M
Goldman Sachs Group Inc. 0.00% Add +0.1% 52,803 $6.9M
Fiduciary Alliance LLC 0.51% New 52,294 $6.9M
Howe & Rusling Inc. 0.50% Add +28.6% 51,615 $6.8M
Comerica Bank 0.02% Reduce -0.5% 48,936 $6.4M
WNY Asset Management, LLC 0.70% Add +1.5% 48,616 $6.4M

"% 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.

Show all 495 holders