Vngrd Mrgstr MG CP VL ETF-UiMGVETF
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $113.6M |
| Exits | 21 | $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.