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
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 |
| BSW Wealth Partners | 0.85% | Reduce -26.4% | 47,224 | $6.2M |
| Amara Financial, Llc. | 5.43% | Add +3.2% | 47,019 | $6.2M |
| Planning Directions Inc. | 3.46% | Reduce -0.1% | 46,919 | $6.2M |
| Captrust Financial Advisors | 0.01% | Reduce -1.1% | 46,357 | $6.1M |
| PFG Private Wealth Management, LLC | 2.95% | Add +1.7% | 43,725 | $5.7M |
| Mariner, LLC | 0.01% | Add +27.0% | 41,225 | $5.4M |
| Fingerlakes Wealth Management, Inc. | 4.00% | Add +32.5% | 40,883 | $5.4M |
| Atria Investments, Inc | 0.06% | Add +18.5% | 40,621 | $5.3M |
| Resolute Advisors LLC | 1.29% | No change | 39,452 | $5.2M |
| Wesbanco Bank Inc. | 0.15% | Add +0.5% | 38,572 | $5.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.86% | Reduce -1.5% | 38,008 | $5.0M |
| Capstone Wealth Management Group, LLC | 4.76% | Add +96.2% | 37,775 | $5.0M |
| Mutual Advisors, LLC | 0.12% | Add +1.3% | 36,915 | $4.9M |
| EverSource Wealth Advisors, LLC | 0.22% | Reduce -0.6% | 36,923 | $4.8M |
| Westwood Holdings Group Inc. | 0.03% | Add +1.7% | 36,450 | $4.8M |
| Creative Financial Designs Inc. | 0.33% | Reduce -6.0% | 35,024 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +106.8% | 35,000 | $4.6M |
| Principle Wealth Partners LLC | 0.29% | Add +0.7% | 34,790 | $4.6M |
| Richard P Slaughter Associates Inc | 0.93% | Add +33.0% | 34,671 | $4.5M |
| Centaurus Financial, Inc. | 0.27% | Add +2.4% | 34,611 | $4.5M |
| Avant Capital LLC | 3.52% | Add +0.0% | 34,595 | $4.5M |
| Colorado Capital Management, Inc. | 1.92% | Add +15.3% | 34,219 | $4.5M |
| Compass Planning Associates Inc | 4.00% | Reduce -6.0% | 33,198 | $4.4M |
| Breakwater Investment Management | 1.64% | Reduce -2.0% | 32,212 | $4.2M |
| Lido Advisors, LLC | 0.02% | Add +123.3% | 30,217 | $4.0M |
| Boyd Wealth Management, LLC | 1.69% | Add +3.6% | 29,788 | $3.9M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +0.7% | 29,747 | $3.9M |
| Zhang Financial LLC | 0.18% | Reduce -0.9% | 29,540 | $3.9M |
| Checchi Capital Advisers, LLC | 0.26% | Reduce -7.3% | 28,786 | $3.8M |
| Encompass Wealth Advisors, LLC | 1.35% | Add +0.0% | 27,979 | $3.7M |
| Vanguard Group Inc. | 0.00% | Add +142.6% | 27,869 | $3.7M |
| Equitable Holdings, Inc. | 0.03% | Add +3.2% | 27,832 | $3.7M |
| CVA Family Office, LLC | 0.51% | No change | 27,454 | $3.6M |
| Mather Group, Llc. | 0.04% | Reduce -1.1% | 26,824 | $3.5M |
| Royal Fund Management, LLC | 0.37% | Add +3.1% | 26,263 | $3.5M |
| Alpha Cubed Investments, LLC | 0.13% | Reduce -3.8% | 25,621 | $3.4M |
| Pinnacle Bancorp, Inc. | 1.03% | No change | 25,505 | $3.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -83.2% | 25,044 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.26% | Add +0.6% | 24,857 | $3.3M |
| MAI Capital Management | 0.02% | Reduce -3.4% | 24,852 | $3.3M |
| Tradition Wealth Management, LLC | 0.26% | Reduce -1.0% | 24,710 | $3.2M |
| WPG Advisers, LLC | 2.66% | Add +47.2% | 24,084 | $3.2M |
| Milestone Asset Management Group, LLC | 2.32% | Add +4.3% | 23,869 | $3.1M |
| United Capital Financial Advisors, LLC | 0.03% | No change | 23,640 | $3.1M |
| Wells Financial Advisors INC | 4.14% | No change | 22,965 | $3.0M |
| Silverlake Wealth Management LLC | 0.87% | Add +24.2% | 22,567 | $3.0M |
| Ifrah Financial Services, Inc. | 0.80% | Reduce -0.5% | 22,442 | $2.9M |
| Mayfair Advisory Group, LLC | 1.38% | New | 22,301 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +0.3% | 21,664 | $2.8M |
| Blair William & Co. | 0.01% | Add +29.0% | 21,551 | $2.8M |
| Cresta Advisors, Ltd. | 1.36% | Add +13.6% | 21,202 | $2.8M |
| Silicon Valley Capital Partners | 0.29% | Reduce -17.9% | 21,193 | $2.8M |
| LifeWealth Investments, LLC | 1.00% | Add +31.9% | 20,961 | $2.8M |
| SG Americas Securities, LLC | 0.01% | New | 20,941 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.2% | 20,564 | $2.7M |
| Strategic Financial Partners, Ltd. | 1.23% | Add +0.2% | 20,155 | $2.6M |
| FMR LLC | 0.00% | Add +13.9% | 20,077 | $2.6M |
| Roberts Glore & Co. Inc. | 0.72% | Reduce -0.2% | 18,887 | $2.5M |
| Americana Partners, LLC | 0.08% | No change | 18,629 | $2.4M |
| Grantvest Financial Group LLC | 1.80% | Reduce -1.4% | 18,451 | $2.4M |
| Choreo, LLC | 0.03% | Add +0.4% | 18,307 | $2.4M |
| Allworth Financial LP | 0.01% | Reduce -0.0% | 18,335 | $2.4M |
| Simplicity Wealth,LLC | 0.09% | New | 17,244 | $2.3M |
| Wealthcare Capital Partners, LLC | 1.13% | Reduce -2.9% | 17,099 | $2.2M |
| CreativeOne Wealth, LLC | 0.06% | Add +189.4% | 16,556 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.05% | No change | 16,476 | $2.2M |
| First National Bank of Omaha | 0.14% | Reduce -2.8% | 16,297 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +64.2% | 16,250 | $2.1M |
| Bank of Hawaii | 0.11% | Reduce -3.0% | 16,206 | $2.1M |
| Diversify Advisory Services, LLC | 0.08% | Add +13.7% | 15,656 | $2.1M |
| Simon Quick Advisors, LLC | 0.10% | No change | 15,479 | $2.0M |
| Horizon Investment Services, LLC | 0.88% | Reduce -5.9% | 15,359 | $2.0M |
| Hilltop Wealth Advisors, LLC | 1.12% | Reduce -1.1% | 15,247 | $2.0M |
| Stonebridge Financial Planning Group, LLC | 0.83% | Add +49.8% | 15,162 | $2.0M |
| Hazlett, Burt & Watson, Inc. | 0.80% | Reduce -4.7% | 14,978 | $2.0M |
| OneAscent Wealth Management LLC | 0.72% | Add +5.5% | 14,841 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +27.1% | 14,668 | $1.9M |
| Sigma Planning Corp | 0.06% | Reduce -6.5% | 14,636 | $1.9M |
| Finward Bancorp | 1.43% | Add +2.0% | 13,827 | $1.8M |
| Revisor Wealth Management LLC | 0.64% | Reduce -8.8% | 13,449 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Add +0.8% | 13,609 | $1.8M |
| Ogorek Anthony Joseph /NY/ | 0.54% | Reduce -2.1% | 13,410 | $1.8M |
| Moneco Advisors, LLC | 0.16% | Reduce -23.7% | 13,058 | $1.7M |
| Procyon Advisors, LLC | 0.16% | Add +9.2% | 13,000 | $1.7M |
| Northern Trust Corp. | 0.00% | Add +4.3% | 12,551 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +24.5% | 12,549 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +129.4% | 12,519 | $1.6M |
| DMKC Advisory Services, LLC | 0.86% | New | 12,446 | $1.6M |
| Argent Trust Co | 0.06% | Add +194.3% | 12,223 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +4.9% | 12,167 | $1.6M |
| Gotham Asset Management | 0.01% | Add +6.7% | 11,919 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -4.0% | 11,828 | $1.6M |
| Bowman & Co S.C. | 0.68% | No change | 11,647 | $1.5M |
| Causey Wealth LLC | 0.77% | No change | 11,375 | $1.5M |
| Flagstar Securities, Inc. | 0.41% | Add +6.0% | 11,206 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | — | 11,182 | $1.5M |
| &partners | 0.01% | Reduce -2.2% | 11,139 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +6.2% | 11,118 | $1.5M |
| Petix & Botte Co | 0.36% | No change | 11,062 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +0.8% | 10,853 | $1.4M |
| Ballentine Partners, LLC | 0.02% | No change | 10,700 | $1.4M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -33.0% | 10,415 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +90.0% | 10,413 | $1.4M |
| AlphaStar Capital Management, LLC | 0.10% | New | 10,372 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -6.2% | 10,356 | $1.4M |
| Florida Financial Advisors, LLC | 0.32% | Add +5.1% | 10,098 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Add +14.2% | 9,652 | $1.3M |
| Flagship Wealth Advisors, LLC | 0.46% | No change | 9,397 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +5.3% | 9,396 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Reduce -8.3% | 9,360 | $1.2M |
| Rwa Wealth Partners, LLC | 0.02% | Add +5.7% | 9,315 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Add +10.8% | 9,157 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 9,148 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | No change | 9,036 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -75.2% | 8,877 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | New | 8,820 | $1.2M |
| VSM Wealth Advisory, LLC | 0.38% | Add +12.1% | 8,854 | $1.2M |
| High Net Worth Advisory Group LLC | 0.31% | No change | 8,813 | $1.2M |
| Blackston Financial Advisory Group, LLC | 0.72% | Reduce -0.1% | 8,755 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +0.8% | 8,396 | $1.1M |
| Bank of Montreal | 0.00% | Add +3.9% | 8,236 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Add +0.1% | 8,219 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +5.7% | 8,199 | $1.1M |
| Ascent Group, LLC | 0.04% | Reduce -0.6% | 8,136 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Add +1.0% | 8,107 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -64.5% | 8,100 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -1.6% | 7,855 | $1.0M |
| SCS Capital Management LLC | 0.01% | No change | 7,836 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -39.3% | 7,809 | $1.0M |
| Rehmann Capital Advisory Group | 0.06% | Add +10.4% | 7,746 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +2.3% | 7,663 | $1.0M |
| Boyce & Associates Wealth Consulting, Inc. | 0.91% | New | 8,496 | $1.0M |
| Private Wealth Group, LLC | 0.51% | No change | 7,354 | $965K |
| Independent Financial Group, LLC | 0.03% | Add +198.2% | 7,290 | $956K |
| Koshinski Asset Management, Inc. | 0.07% | Add +4.6% | 7,189 | $943K |
| Crane Advisory, LLC | 0.16% | Reduce -1.9% | 7,126 | $941K |
| Crescent Grove Advisors, LLC | 0.09% | No change | 7,056 | $931K |
| Mgo One Seven LLC | 0.03% | Add +29.8% | 6,823 | $895K |
| Virtu Financial LLC | 0.05% | New | 6,804 | $893K |
| Hudock, Inc. | 0.14% | Reduce -10.4% | 6,750 | $886K |
| Hilltop Holdings Inc. | 0.06% | Reduce -2.7% | 6,690 | $878K |
| Old National Bancorp | 0.02% | No change | 6,681 | $877K |
| StoneX Group Inc. | 0.04% | Reduce -1.8% | 6,635 | $875K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 6,667 | $875K |
| Westmount Partners, LLC | 0.24% | No change | 6,630 | $870K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -36.1% | 6,617 | $868K |
| O'ROURKE & COMPANY, Inc | 0.39% | Reduce -0.7% | 6,443 | $845K |
| Cornerstone Financial Group, LLC | 0.72% | Add +20.6% | 6,431 | $844K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 6,313 | $828K |
| CW Advisors, LLC | 0.01% | No change | 6,106 | $801K |
| Meridian Wealth Management, LLC | 0.03% | No change | 6,090 | $799K |
| Compound Planning, Inc. | 0.03% | New | 6,073 | $797K |
| IFP Advisors, Inc | 0.02% | Add +10.0% | 6,057 | $795K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 5,776 | $758K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 5,760 | $756K |
| Johnson Investment Counsel Inc. | 0.01% | Add +3.8% | 5,729 | $752K |
| Csenge Advisory Group | 0.04% | Reduce -7.7% | 5,847 | $742K |
| Raab & Moskowitz Asset Management LLC | 0.18% | Reduce -3.9% | 5,597 | $734K |
| Synergy Investment Management, LLC | 0.44% | Reduce -6.2% | 5,550 | $728K |
| Creekside Partners | 0.35% | No change | 5,544 | $727K |
| New England Private Wealth Advisors LLC | 0.11% | Add +0.5% | 5,474 | $723K |
| AQR Capital Management | 0.00% | Add +45.5% | 5,481 | $719K |
| AlphaCore Capital LLC | 0.03% | No change | 5,433 | $717K |
| Collaborative Wealth Managment Inc. | 0.31% | Reduce -4.8% | 5,446 | $715K |
| Wharton Business Group, LLC | 0.03% | No change | 5,410 | $710K |
| World Investment Advisors | 0.02% | Reduce -45.0% | 5,411 | $710K |
| Vicus Capital | 0.06% | No change | 5,365 | $704K |
| MidAtlantic Capital Management, Inc. | 0.50% | No change | 5,336 | $700K |
| Haverford Trust Co | 0.01% | No change | 5,315 | $697K |
| Mainsail Asset Management, LLC | 0.42% | No change | 5,230 | $686K |
| Keystone Financial Group | 0.06% | Add +1.0% | 5,210 | $684K |
| Gladstone Institutional Advisory LLC | 0.03% | No change | 5,187 | $681K |
| Landaas & Co. /Wi | 0.16% | Add +9.5% | 5,186 | $680K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.6% | 5,181 | $680K |
| Goldstone Financial Group, LLC | 0.09% | Add +6.2% | 5,082 | $678K |
| Global Trust Asset Management, LLC | 0.35% | Reduce -23.2% | 4,990 | $655K |
| First National Advisers, LLC | 0.10% | No change | 4,960 | $651K |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.8% | 4,947 | $649K |
| Continuum Advisory, LLC | 0.08% | Add +2.4% | 4,904 | $643K |
| Wagner Wealth Management, LLC | 0.15% | No change | 4,894 | $642K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,886 | $641K |
| Strategic Investment Solutions, Inc. | 0.19% | Add +2095.3% | 4,720 | $619K |
| Cardiff Park Advisors, LLC | 0.05% | No change | 4,666 | $612K |
| Tactive Advisors, LLC | 0.20% | — | 4,645 | $609K |
| Richardson Financial Services Inc. | 0.40% | Add +29.2% | 4,463 | $591K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.5% | 4,433 | $582K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -7.6% | 4,416 | $579K |
| Interchange Capital Partners, LLC | 0.13% | Reduce -1.7% | 4,412 | $579K |
| Western Wealth Management, LLC | 0.03% | Reduce -4.8% | 4,296 | $564K |
| Addison Advisors LLC | 0.14% | Add +9.9% | 4,265 | $560K |
| International Assets Investment Management, LLC | 0.04% | Add +63.5% | 4,185 | $549K |
| Arkos Global Advisors | 0.08% | Reduce -55.9% | 4,169 | $547K |
| Comprehensive Financial Planning, Inc. | 0.43% | Add +207.3% | 4,158 | $546K |
| Iams Wealth Management, LLC | 0.25% | New | 4,102 | $538K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | New | 4,074 | $535K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.0% | 4,063 | $533K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -17.3% | 3,987 | $523K |
| Martel Wealth Advisors LLC | 0.10% | No change | 3,945 | $518K |
| Colton Groome Financial Advisors, LLC | 0.17% | No change | 3,929 | $515K |
| Bell Bank | 0.02% | Add +1.8% | 3,923 | $515K |
| Pinion Investment Advisors, LLC | 0.17% | Add +7.7% | 3,842 | $504K |
| Advisory Services Network, LLC | 0.01% | Add +88.1% | 3,819 | $499K |
| Larson Financial Group LLC | 0.02% | Reduce -11.3% | 3,791 | $497K |
| Quantum Portfolio Management LLC | 0.24% | Reduce -6.4% | 3,785 | $497K |
| Westbourne Investments, Inc. | 0.26% | Reduce -2.5% | 3,716 | $488K |
| Optivise Advisory Services LLC | 0.25% | Add +13.8% | 3,698 | $485K |
| Cwm, LLC | 0.00% | Reduce -0.7% | 3,642 | $478K |
| Better Money Decisions, LLC | 0.29% | New | 3,636 | $477K |
| Pillar Financial Advisors, LLC | 0.33% | No change | 3,630 | $476K |
| Sentinel Pension Advisors, LLC | 0.08% | Add +11.4% | 3,592 | $471K |
| OxenFree Capital LLC | 0.29% | Reduce -0.4% | 3,574 | $469K |
| Bay Capital Advisors, LLC | 0.35% | No change | 3,500 | $459K |
| Wealthcare Capital Management LLC | 0.05% | Reduce -47.0% | 3,471 | $455K |
| Citadel Advisors | 0.00% | Reduce -39.1% | 3,439 | $451K |
| Legacy Investment Solutions, LLC | 0.23% | — | 3,370 | $442K |
| Legacy Wealth Managment, LLC | 0.23% | Add +307.0% | 3,370 | $442K |
| Bessemer Group Inc. | 0.00% | No change | 3,370 | $442K |
| Summit Wealth Partners, LLC | 0.08% | No change | 3,342 | $438K |
| BCO Wealth Management LLC | 0.31% | No change | 3,332 | $437K |
| LWM Advisors Inc. | 0.49% | No change | 3,306 | $434K |
| Fusion Family Wealth, LLC | 0.04% | No change | 3,290 | $432K |
| Avalon Trust Co | 0.03% | No change | 3,234 | $424K |
| D. E. Shaw & Co. | 0.00% | New | 3,187 | $418K |
| Country Club Bank | 0.03% | Reduce -9.4% | 3,156 | $414K |
| Welch Group, LLC | 0.02% | Add +11.5% | 3,147 | $413K |
| Berger Financial Group, Inc | 0.03% | Reduce -0.2% | 3,129 | $411K |
| Antonelli Financial Advisors, LLC | 0.29% | New | 3,076 | $404K |
| Duncan Williams Asset Management, LLC | 0.12% | No change | 3,006 | $394K |
| Silver Oak Securities, Incorporated | 0.03% | Add +5.6% | 2,983 | $391K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 2,975 | $390K |
| Rf&l Wealth Management, LLC | 0.25% | No change | 2,922 | $383K |
| HUB Investment Partners, LLC | 0.01% | Add +8.0% | 2,906 | $381K |
| Caitlin John, LLC | 0.35% | No change | 2,889 | $379K |
| Sonoma Private Wealth LLC | 0.46% | No change | 2,867 | $376K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 2,865 | $376K |
| Ritholtz Wealth Management | 0.01% | No change | 2,865 | $376K |
| Prestige Wealth Management Group LLC | 0.08% | No change | 2,822 | $372K |
| Balefire, LLC | 0.08% | New | 2,835 | $372K |
| Apeiron RIA LLC | 0.09% | No change | 2,775 | $364K |
| CFC Planning Co LLC | 0.35% | Add +15.2% | 2,743 | $360K |
| Spinnaker Trust | 0.02% | No change | 2,732 | $358K |
| Betterment LLC | 0.00% | Add +3.4% | 2,730 | $358K |
| Essex Financial Services, Inc. | 0.02% | No change | 2,716 | $356K |
| Financial Alternatives, Inc | 0.23% | No change | 2,702 | $355K |
| Dana Investment Advisors, Inc. | 0.01% | Add +10.4% | 2,695 | $354K |
| Jefferies Financial Group Inc. | 0.01% | New | 2,668 | $350K |
| Parallel Advisors, LLC | 0.01% | No change | 2,619 | $344K |
| Fort Sheridan Advisors LLC | 0.05% | Add +36.3% | 2,610 | $342K |
| Investment Research & Advisory Group, Inc. | 0.13% | No change | 2,603 | $342K |
| Garden State Investment Advisory Services LLC | 0.09% | Add +0.0% | 2,590 | $340K |
| PrairieView Partners, LLC | 0.03% | No change | 2,587 | $339K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,514 | $330K |
| Principal Securities, Inc. | 0.01% | Add +10.3% | 2,507 | $329K |
| Focus Financial Network, Inc. | 0.01% | Add +32.1% | 2,428 | $320K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -53.5% | 2,427 | $318K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,378 | $312K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 2,377 | $312K |
| Keeler Thomas Management LLC | 0.13% | New | 2,353 | $309K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -29.9% | 2,332 | $306K |
| Sterling Investment Counsel, LLC | 0.17% | Add +6.5% | 2,266 | $297K |
| Park Avenue Securities LLC | 0.00% | Add +11.8% | 2,265 | $297K |
| M3 Advisory Group, LLC | 0.20% | Add +14.9% | 2,242 | $294K |
| Prosperity Wealth Management, Inc. | 0.11% | Add +1.8% | 2,234 | $293K |
| Plancorp, LLC | 0.01% | Reduce -2.1% | 2,202 | $289K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.5% | 2,189 | $287K |
| Cloud Capital Management, LLC | 0.18% | No change | 2,202 | $287K |
| Lazari Capital Management, Inc. | 0.11% | No change | 2,171 | $285K |
| LRI Investments, LLC | 0.02% | No change | 2,159 | $283K |
| Certified Advisory Corp | 0.03% | Reduce -2.4% | 2,148 | $282K |
| CVFG LLC | 0.22% | No change | 2,145 | $281K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | No change | 2,099 | $278K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 2,117 | $278K |
| AMG National Trust Bank | 0.01% | Reduce -0.9% | 2,100 | $276K |
| Brown Financial Advisory | 0.15% | New | 2,091 | $274K |
| Bank of New York Mellon Corp | 0.00% | No change | 2,091 | $274K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -89.8% | 2,068 | $271K |
| KPP Advisory Services LLC | 0.04% | Reduce -8.4% | 2,059 | $270K |
| McClarren Financial Advisors, Inc. | 0.18% | Reduce -5.9% | 2,054 | $270K |
| Lockerman Financial Group, Inc. | 0.36% | Add +16.4% | 2,034 | $267K |
| Aspire Growth Partners LLC | 0.22% | No change | 2,024 | $266K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 2,000 | $264K |
| RVW Wealth, LLC | 0.02% | No change | 2,000 | $262K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 1,978 | $260K |
| Strategic Blueprint, LLC | 0.01% | Reduce -39.6% | 1,978 | $260K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -6.3% | 1,962 | $257K |
| Darrow Company, Inc. | 0.13% | Add +0.2% | 1,960 | $257K |
| Harvest Investment Services, LLC | 0.06% | New | 1,937 | $254K |
| Tiaa Trust, National Association | 0.00% | Add +0.5% | 1,926 | $253K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 1,910 | $251K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,886 | $247K |
| Spire Wealth Management | 0.01% | No change | 1,880 | $247K |
| Brookstone Capital Management | 0.00% | Reduce -45.2% | 1,878 | $246K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -11.4% | 1,863 | $246K |
| VeraBank, N.A. | 0.05% | New | 1,819 | $239K |
| Dover Advisors, LLC | 0.10% | No change | 1,816 | $238K |
| Wedbush Securities Inc. | 0.01% | No change | 1,765 | $232K |
| NWF Advisory Services Inc. | 0.03% | No change | 1,768 | $232K |
| Sachetta, LLC | 0.09% | Add +128.8% | 1,755 | $230K |
| Rodgers & Associates, LTD | 0.03% | No change | 1,745 | $229K |
| IHT Wealth Management, LLC | 0.01% | New | 1,706 | $224K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -22.7% | 1,703 | $223K |
| Kingsman Wealth Management, Inc. | 0.14% | Reduce -10.6% | 1,696 | $222K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -15.3% | 1,692 | $222K |
| Cornerstone Management, Inc. | 0.04% | No change | 1,677 | $220K |
| Private Trust Co. NA | 0.02% | Add +690.5% | 1,660 | $218K |
| One Capital Management, LLC | 0.01% | No change | 1,641 | $215K |
| Brown Wealth Management, LLC | 0.07% | Add +0.6% | 1,634 | $214K |
| Apexium Financial, LP | 0.01% | No change | 1,613 | $213K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,597 | $210K |
| United Advisor Group, LLC | 0.04% | Reduce -56.4% | 1,596 | $209K |
| Manchester Financial Inc. | 0.04% | No change | 1,557 | $204K |
| UNIVEST FINANCIAL Corp | 0.01% | No change | 1,553 | $204K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 1,545 | $203K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -9.5% | 1,474 | $193K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -1.0% | 1,435 | $188K |
| FAS Wealth Partners, Inc. | 0.01% | New | 1,385 | $182K |
| Provenance Wealth Advisors, LLC | 0.02% | New | 1,261 | $165K |
| BlackRock, Inc. | 0.00% | Add +59.0% | 1,248 | $164K |
| Alpine Bank Wealth Management | 0.02% | No change | 1,200 | $157K |
| UMB Bank, n.a. | 0.00% | Reduce -10.6% | 1,120 | $147K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,093 | $143K |
| Johnson Financial Group, Inc. | 0.01% | New | 1,062 | $140K |
| Wallace Hart LLC | 0.11% | New | 1,011 | $133K |
| Capital Analysts, LLC | 0.00% | No change | 1,008 | $132K |
| Beaird Harris Wealth Management, LLC | 0.01% | New | 1,000 | $131K |
| Curio Wealth, LLC | 0.06% | Add +16216.7% | 979 | $128K |
| MV Capital Management, Inc. | 0.01% | No change | 928 | $122K |
| Evolution Wealth Management Inc. | 0.14% | — | 883 | $116K |
| DT Investment Partners, LLC | 0.01% | No change | 860 | $113K |
| Financial Gravity Companies, Inc. | 0.02% | — | 743 | $97K |
| First Command Advisory Services, Inc. | 0.00% | No change | 706 | $93K |
| Pflug Koory, LLC | 0.04% | New | 658 | $86K |
| SouthState Bank Corp | 0.00% | No change | 630 | $83K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -2.8% | 618 | $81K |
| First Horizon Advisors, Inc. | 0.00% | No change | 610 | $80K |
| Clarity Asset Management, Inc. | 0.05% | Add +685.3% | 589 | $77K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +22.5% | 583 | $77K |
| Golden State Wealth Management, LLC | 0.01% | No change | 553 | $73K |
| Mascoma Wealth Management LLC | 0.01% | No change | 485 | $64K |
| Beacon Capital Management, LLC | 0.01% | No change | 444 | $58K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 433 | $57K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Reduce -1.0% | 405 | $53K |
| Bare Financial Services, Inc | 0.02% | No change | 355 | $47K |
| Angeles Wealth Management, LLC | 0.00% | No change | 355 | $47K |
| Rossby Financial, LCC | 0.02% | Reduce -4.3% | 354 | $46K |
| Signaturefd, LLC | 0.00% | No change | 341 | $45K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -4.5% | 298 | $39K |
| Redmont Wealth Advisors LLC | 0.06% | No change | 297 | $39K |
| Harbor Asset Planning, Inc. | 0.04% | — | 285 | $37K |
| MTM Investment Management, LLC | 0.01% | New | 281 | $37K |
| Franklin Resources Inc. | 0.00% | No change | 271 | $36K |
| Clearstead Trust, LLC | 0.01% | New | 253 | $33K |
| Robinswood Financial LLC | 0.01% | No change | 253 | $33K |
| Sound Income Strategies, LLC | 0.00% | No change | 243 | $32K |
| Dynamic Wealth Strategies, LLC | 0.02% | New | 229 | $30K |
| CENTRAL TRUST Co | 0.00% | No change | 223 | $29K |
| WFA Asset Management Corp | 0.02% | New | 245 | $29K |
| Kilter Group LLC | 0.02% | New | 221 | $29K |
| Ameriflex Group, Inc. | 0.02% | No change | 220 | $29K |
| Adirondack Trust Co. | 0.01% | No change | 210 | $28K |
| North Capital, Inc. | 0.02% | No change | 208 | $27K |
| Proathlete Wealth Management LLC | 0.01% | New | 190 | $25K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 165 | $22K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 159 | $21K |
| St Germain D J Co. Inc. | 0.00% | No change | 157 | $21K |
| Anchor Investment Management, LLC | 0.00% | No change | 148 | $19K |
| Lanark Financial, Inc. | 0.00% | No change | 152 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 141 | $18K |
| Costello Asset Management, INC | 0.01% | New | 138 | $18K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 136 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 132 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 128 | $17K |
| CX Institutional | 0.00% | No change | 123 | $16K |
| NBT Bank, N.A. | 0.00% | No change | 105 | $14K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 100 | $13K |
| Financial Avengers, Inc. | 0.01% | No change | 101 | $13K |
| City State Bank | 0.00% | No change | 100 | $13K |
| Tsfg, LLC | 0.00% | No change | 100 | $13K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 87 | $11K |
| Allianz SE | 0.00% | No change | 87 | $11K |
| First Community Trust NA | 0.01% | No change | 80 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 77 | $10K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 50 | $7K |
| Key Financial Inc | 0.00% | No change | 45 | $6K |
| Dunhill Financial, LLC | 0.00% | New | 44 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 31 | $4K |
| Bokf, NA | 0.00% | Reduce -33.3% | 30 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $2K |
| Citigroup Inc. | 0.00% | Reduce -67.3% | 17 | $2K |
| Eastern Bank | 0.00% | No change | 17 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 16 | $2K |
| Pacific Center for Financial Services | 0.00% | No change | 12 | $2K |
| Bellwether Advisors, LLC | 0.00% | No change | 12 | $2K |
| TruNorth Capital Management, LLC | 0.00% | No change | 8 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1 | $92 |
"% 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.