Vngrd Mrgstr MG CP VL ETF-UiMGVETF

13F holders, Q3 2025 (September 30)
507holders +12
43new positions
31sold out
3famous investors
$138.55avg. 13F price*

At the end of Q3 2025, 507 institutions reported holding Vngrd Mrgstr MG CP VL ETF-Ui (MGV) in their 13F filings, up 12 from Q2 2025. 43 opened new positions and 31 sold out. The largest holders were Assetmark, Inc. ($2.1B), Bank of America Corp. ($594.9M) and Morgan Stanley ($413.5M). 3 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions43$268.6M
Exits31$61.3M

All 13F filers, Q2 2025 → Q3 2025: 3,889,712 shares bought and 1,962,636 shares sold, net +1,927,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 507 holders

Assetmark, Inc. 4.46% Reduce -0.4% 15,118,241 $2.1B
Bank of America Corp. 0.04% Reduce -1.5% 4,318,992 $594.9M
Morgan Stanley 0.03% Reduce -1.9% 3,002,276 $413.5M
Ameriprise Financial Inc. 0.06% Add +17.1% 2,042,106 $281.3M
UBS Group AG 0.05% Add +3.8% 1,753,992 $241.6M
Envestnet Asset Management Inc. 0.05% Reduce -1.0% 1,306,931 $180.0M
PNC Financial Services Group, Inc. 0.10% Reduce -0.3% 1,220,348 $168.1M
Osaic Holdings, Inc. 0.21% Reduce -0.1% 1,098,076 $151.0M
LPL Financial LLC 0.04% Add +10.9% 1,085,191 $149.5M
Wells Fargo & Company 0.03% Add +0.8% 965,851 $133.0M
HighTower Advisors, LLC 0.13% Reduce -2.9% 856,285 $118.0M
Vantagepoint Investment Advisers LLC 0.94% New 838,797 $115.5M
Raymond James Financial Inc. 0.04% Reduce -2.0% 838,127 $115.4M
Merit Financial Group, LLC 1.05% Add +30.2% 831,915 $114.6M
Black Diamond Financial, LLC 11.73% Add +26.7% 760,063 $104.7M
Royal Bank of Canada 0.02% Reduce -7.6% 650,640 $89.6M
Sequoia Financial Advisors, LLC 0.49% Reduce -4.8% 585,621 $80.7M
JPMorgan Chase & Co. 0.00% Add +8.6% 554,007 $76.3M
Rockefeller Capital Management L.P. 0.13% Reduce -0.2% 472,823 $65.1M
Cambridge Investment Research Advisors, Inc. 0.15% Reduce -3.5% 397,494 $54.8M
Petredis Investment Advisors LLC 4.04% Add +0.7% 365,732 $50.4M
Commonwealth Equity Services, LLC 0.06% Add +6.9% 347,161 $47.8M
Baird Financial Group, Inc. 0.07% Add +62.6% 338,054 $46.6M
Praetorian Wealth Management, Inc. 9.50% Add +6.3% 336,216 $46.3M
Wellington Management Group LLP 0.01% New 334,920 $46.1M
Kestra Advisory Services, LLC 0.21% Add +1.5% 331,349 $45.6M
Stifel Financial Corp. 0.04% Add +2.6% 327,845 $45.2M
Strategic Investment Advisors / MI 3.95% Reduce -100.0% 10 $44.0M
Prosperity Consulting Group, LLC 2.02% New 297,440 $41.0M
Pure Financial Advisors, LLC 0.64% Add +3.3% 293,161 $40.4M
Cetera Investment Advisers 0.05% Add +238.9% 287,510 $39.6M
Apriem Advisors 3.23% Add +10.3% 248,084 $34.2M
Bernardo Wealth Planning LLC 5.97% Reduce -6.6% 220,979 $30.4M
Smartleaf Asset Management LLC 1.80% Add +2.0% 211,936 $29.1M
BHK Investment Advisors, LLC 10.41% Reduce -0.5% 202,231 $27.9M
Capital Advantage, Inc. 4.11% Reduce -0.5% 198,202 $27.3M
Integrated Capital Management, LLC 12.00% New 195,249 $27.3M
BTG Pactual Asset Management US LLC 3.17% Add +2.9% 203,346 $26.7M
Zeit Capital LLC 17.84% Reduce -0.4% 190,547 $26.2M
ETF Portfolio Partners, Inc. 6.26% Add +0.6% 170,704 $23.5M
MML Investors Services, LLC 0.06% Reduce -63.0% 170,237 $23.4M
Leavell Investment Management, Inc. 0.99% Add +3.4% 169,269 $23.4M
Blue Edge Capital, LLC 3.22% Reduce -1.8% 164,764 $22.7M
Avior Wealth Management, LLC 0.72% Add +19.8% 162,299 $22.3M
Graney & King, LLC 15.24% Add +8.6% 159,871 $22.0M
Savant Capital, LLC 0.13% Add +1.5% 159,372 $22.0M
AllGen Financial Advisors, Inc. 5.32% Add +11.4% 157,168 $21.6M
Bison Wealth, LLC 1.96% New 155,553 $21.3M
Wealthcare Advisory Partners LLC 0.44% Add +2.9% 153,458 $21.1M
Titleist Asset Management, LLC 1.86% Add +12.5% 153,341 $21.1M
Marmo Financial Group, LLC 10.01% Reduce -10.7% 150,103 $20.7M
Susquehanna International Group, LLP 0.03% Add +323.4% 148,186 $20.4M
Harbour Investments, Inc. 0.46% Add +0.5% 146,187 $20.1M
Means Investment Co., Inc. 1.72% Reduce -11.6% 144,393 $19.9M
Sheridan Capital Management, LLC 10.09% Add +4.7% 138,740 $19.1M
Breakwater Capital Group 2.67% Add +22.4% 131,134 $18.1M
Cresset Asset Management, LLC 0.08% Add +0.1% 125,245 $17.3M
SOL Capital Management CO 1.49% Add +2.3% 120,438 $16.6M
Kickstand Ventures, Llc. 3.56% Add +2.9% 117,508 $16.2M
Private Advisor Group, LLC 0.08% Add +3.1% 113,989 $15.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.31% Add +12.4% 113,170 $15.6M
Waverly Advisors, LLC 0.15% Add +1.1% 112,360 $15.5M
Crumly & Associates Inc. 3.34% Add +9.9% 110,812 $15.3M
D.A. Davidson & Co. 0.10% Add +1.1% 110,144 $15.2M
US Bancorp \de 0.02% Add +2.7% 105,520 $14.5M
Select Asset Management & Trust 4.41% Add +0.9% 103,909 $14.3M
Creative Planning 0.01% Reduce -2.0% 101,313 $14.0M
HB Wealth Management, LLC 0.09% Add +9.0% 97,717 $13.5M
Avid Wealth Partners LLC 6.38% Add +5.9% 92,804 $12.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +61.4% 91,177 $12.6M
Wealthspire Advisors, LLC 0.06% Reduce -32.3% 90,026 $12.4M
Stephens Inc. 0.15% Reduce -1.0% 87,996 $12.1M
Goldman Sachs Group Inc. 0.00% Add +63.8% 86,489 $11.9M
Janney Montgomery Scott LLC 0.03% Add +1.6% 84,617 $11.7M
Sanctuary Advisors, LLC 0.07% Add +34.2% 82,937 $11.4M
Arq Wealth Advisors, LLC 3.36% Reduce -5.2% 82,066 $11.4M
James J. Burns & Company, LLC 1.68% Add +0.2% 81,978 $11.3M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -1.7% 76,707 $10.6M
Arcadia Investment Advisors LLC 5.03% Add +3.3% 75,167 $10.4M
Modera Wealth Management, LLC 0.12% Reduce -0.7% 74,951 $10.3M
Pachira Investments Inc. 5.73% Add +16.2% 74,064 $10.2M
WealthShield Partners, LLC 1.11% Add +1.9% 71,286 $9.8M
Quadcap Wealth Management, LLC 1.15% Reduce -14.9% 70,870 $9.8M
Jones Financial Companies LLLP 0.01% Add +10.1% 70,664 $9.7M
TFB Advisors LLC 2.59% Reduce -21.4% 64,710 $8.9M
Quattro Financial Advisors LLC 2.64% Reduce -1.9% 60,607 $8.3M
Wealthfront Advisers LLC 0.02% Reduce -0.8% 60,524 $8.3M
Capital Planning LLC 2.40% Add +0.9% 59,519 $8.2M
Howe & Rusling Inc. 0.54% Add +11.3% 57,438 $7.9M
Phillips Financial Management, LLC 0.51% Reduce -0.7% 55,865 $7.7M
Gladwyn Financial Advisors, Inc. 5.51% Add +4.5% 55,775 $7.7M
FSC Wealth Advisors, LLC 4.25% Add +0.7% 53,505 $7.4M
Amara Financial, Llc. 5.35% Add +12.1% 52,696 $7.3M
Fiduciary Alliance LLC 0.48% Add +0.0% 52,301 $7.2M
Texas Capital Bank Wealth Management Services Inc 0.57% Reduce -7.4% 50,043 $6.9M
Calton & Associates, Inc. 1.03% Reduce -11.0% 49,808 $6.9M
Comerica Bank 0.03% Add +0.7% 49,289 $6.8M
WNY Asset Management, LLC 0.64% Reduce -0.7% 48,258 $6.6M
Fingerlakes Wealth Management, Inc. 4.23% Add +15.3% 47,143 $6.5M
Captrust Financial Advisors 0.01% Add +0.4% 46,562 $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 507 holders