Vngrd Mrgstr MG CP VL ETF-UiMGVETF

13F holders, Q4 2025 (December 31)
545holders +38
43new positions
29sold out
3famous investors
$141.14avg. 13F price*

At the end of Q4 2025, 545 institutions reported holding Vngrd Mrgstr MG CP VL ETF-Ui (MGV) in their 13F filings, up 38 from Q3 2025. 43 opened new positions and 29 sold out. The largest holders were Assetmark, Inc. ($2.2B), Bank of America Corp. ($638.3M) and Morgan Stanley ($420.6M). 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions43$52.1M
Exits29$74.5M

All 13F filers, Q3 2025 → Q4 2025: 3,092,007 shares bought and 2,215,548 shares sold, net +876,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 545 holders

Assetmark, Inc. 4.44% Add +2.1% 15,430,686 $2.2B
Bank of America Corp. 0.05% Add +4.7% 4,521,607 $638.3M
Morgan Stanley 0.03% Reduce -0.7% 2,979,945 $420.6M
Ameriprise Financial Inc. 0.07% Add +8.8% 2,222,489 $313.6M
UBS Group AG 0.05% Add +2.6% 1,799,402 $254.0M
Envestnet Asset Management Inc. 0.05% Reduce -0.3% 1,303,558 $184.0M
Merit Financial Group, LLC 1.43% Add +51.7% 1,261,768 $178.1M
PNC Financial Services Group, Inc. 0.09% Add +0.3% 1,223,662 $172.7M
LPL Financial LLC 0.04% Reduce -1.1% 1,073,208 $151.5M
Wells Fargo & Company 0.03% Add +4.0% 1,004,701 $141.8M
HighTower Advisors, LLC 0.13% Reduce -2.2% 837,780 $118.3M
Black Diamond Financial, LLC 11.56% Add +2.2% 776,946 $109.7M
Vantagepoint Investment Advisers LLC 0.86% Reduce -9.3% 760,620 $107.4M
Raymond James Financial Inc. 0.03% Reduce -14.2% 718,970 $101.5M
Royal Bank of Canada 0.02% Add +3.1% 670,737 $94.7M
JPMorgan Chase & Co. 0.01% Add +7.8% 597,489 $84.3M
Sequoia Financial Advisors, LLC 0.45% Reduce -3.4% 565,790 $79.9M
Rockefeller Capital Management L.P. 0.12% Add +0.2% 473,772 $66.9M
Cambridge Investment Research Advisors, Inc. 0.15% Add +0.1% 397,998 $56.2M
Prosperity Consulting Group, LLC 2.35% Add +24.2% 369,475 $52.2M
Petredis Investment Advisors LLC 4.03% Reduce -0.6% 363,674 $51.3M
Baird Financial Group, Inc. 0.08% Add +6.3% 359,262 $50.7M
Stifel Financial Corp. 0.04% Add +7.4% 352,122 $49.7M
Praetorian Wealth Management, Inc. 9.79% Add +3.9% 349,302 $49.3M
Kestra Advisory Services, LLC 0.20% Add +3.2% 341,825 $48.3M
Commonwealth Equity Services, LLC 0.06% Reduce -1.7% 341,414 $48.2M
Strategic Investment Advisors / MI 4.05% Add +3318590.0% 331,869 $46.9M
Cetera Investment Advisers 0.05% Add +10.8% 318,620 $45.0M
SteelPeak Wealth, LLC 1.41% Add +16126.6% 304,412 $43.0M
Pure Financial Advisors, LLC 0.63% Add +1.3% 296,940 $41.9M
Apriem Advisors 3.28% Add +2.1% 253,265 $35.8M
BHK Investment Advisors, LLC 10.71% Add +14.2% 230,953 $32.6M
Smartleaf Asset Management LLC 1.19% Add +4.0% 220,512 $31.3M
Bernardo Wealth Planning LLC 5.93% Reduce -0.2% 220,480 $31.1M
Osaic Holdings, Inc. 0.04% Reduce -80.4% 215,566 $30.5M
Integrated Capital Management, LLC 12.21% Add +3.0% 201,098 $28.4M
Capital Advantage, Inc. 3.76% Reduce -0.5% 197,266 $27.8M
Avior Wealth Management, LLC 0.84% Add +18.1% 191,673 $27.1M
Zeit Capital LLC 18.11% Reduce -0.2% 190,085 $26.8M
Braeburn Wealth Management LLC 13.21% — 183,259 $25.9M
BTG Pactual Asset Management US LLC 2.85% Reduce -4.6% 194,054 $25.5M
Blue Edge Capital, LLC 3.32% Add +6.7% 175,865 $24.8M
ETF Portfolio Partners, Inc. 6.37% Add +2.4% 174,812 $24.7M
Leavell Investment Management, Inc. 0.99% Reduce -0.2% 168,967 $23.9M
Graney & King, LLC 13.92% Add +5.4% 168,572 $23.8M
AllGen Financial Advisors, Inc. 5.46% Add +3.9% 163,240 $23.0M
Titleist Asset Management, LLC 1.85% Add +5.6% 161,905 $22.9M
Savant Capital, LLC 0.13% Reduce -0.6% 158,356 $22.4M
Marmo Financial Group, LLC 10.07% Add +0.4% 150,749 $21.3M
Wealthcare Advisory Partners LLC 0.41% Reduce -4.0% 147,312 $20.8M
Breakwater Capital Group 2.88% Add +11.4% 146,115 $20.6M
Sheridan Capital Management, LLC 10.36% Add +4.3% 144,775 $20.4M
Bison Wealth, LLC 2.25% Reduce -10.8% 138,750 $20.0M
Means Investment Co., Inc. 1.66% Reduce -3.2% 139,783 $19.7M
Harbour Investments, Inc. 0.40% Reduce -5.4% 138,288 $19.5M
Cresset Asset Management, LLC 0.08% Add +0.0% 125,266 $17.7M
Arax Advisory Partners 0.51% New 123,875 $17.5M
Kickstand Ventures, Llc. 3.58% Add +2.5% 120,495 $17.0M
SOL Capital Management CO 1.51% Reduce -1.4% 118,720 $16.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.30% Add +4.7% 118,512 $16.7M
D.A. Davidson & Co. 0.10% Add +5.1% 115,807 $16.3M
Retirement Management Systems Inc. 4.15% — 114,829 $16.2M
Waverly Advisors, LLC 0.13% Reduce -0.4% 111,899 $15.8M
US Bancorp \de 0.02% Add +4.8% 110,554 $15.6M
MML Investors Services, LLC 0.04% Reduce -35.1% 110,398 $15.6M
Select Asset Management & Trust 4.62% Add +1.3% 105,281 $14.9M
Creative Planning 0.01% Add +0.8% 102,118 $14.4M
Crumly & Associates Inc. 2.97% Reduce -9.6% 100,169 $14.1M
Pachira Investments Inc. 6.88% Add +35.1% 100,075 $14.1M
HB Wealth Management, LLC 0.09% Reduce -0.0% 97,674 $13.8M
Avid Wealth Partners LLC 6.60% Add +3.1% 95,730 $13.5M
Private Advisor Group, LLC 0.06% Reduce -16.3% 95,449 $13.5M
Annex Advisory Services, LLC 0.25% New 92,465 $13.1M
Ameritas Advisory Services, LLC 0.47% Add +2956.1% 89,361 $12.6M
Sanctuary Advisors, LLC 0.07% Add +4.2% 86,421 $12.2M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -5.4% 86,234 $12.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +8.9% 83,514 $12.1M
Stephens Inc. 0.15% Reduce -3.9% 84,578 $11.9M
Arq Wealth Advisors, LLC 3.17% Add +1.4% 83,246 $11.8M
James J. Burns & Company, LLC 1.59% Reduce -0.3% 81,777 $11.5M
Allstreet Capital Advisors LLC 8.29% — 81,203 $11.5M
Jones Financial Companies LLLP 0.01% Add +11.3% 78,633 $11.1M
Janney Montgomery Scott LLC 0.02% Reduce -11.3% 75,072 $10.6M
Goldman Sachs Group Inc. 0.00% Reduce -13.7% 74,635 $10.5M
Quadcap Wealth Management, LLC 1.19% Add +4.0% 73,710 $10.4M
Modera Wealth Management, LLC 0.12% Reduce -1.9% 73,514 $10.4M
WealthShield Partners, LLC 1.11% Reduce -0.1% 71,184 $10.1M
TFB Advisors LLC 2.56% Add +0.1% 64,801 $9.1M
Wealthfront Advisers LLC 0.02% Add +6.3% 64,314 $9.1M
Capital Planning LLC 2.48% Add +4.5% 62,216 $8.9M
Howe & Rusling Inc. 0.57% Add +6.2% 61,000 $8.6M
Gladwyn Financial Advisors, Inc. 5.79% Add +4.8% 58,427 $8.2M
Amara Financial, Llc. 5.59% Add +8.6% 57,216 $8.1M
Mayfair Advisory Group, LLC 3.05% Add +53.3% 55,213 $7.9M
Phillips Financial Management, LLC 0.49% Reduce -3.1% 54,125 $7.6M
Fiduciary Alliance LLC 0.48% Reduce -0.2% 52,173 $7.4M
Fingerlakes Wealth Management, Inc. 4.57% Add +8.1% 50,959 $7.2M
BNP Paribas Financial Markets 0.00% Add +27992.7% 50,005 $7.1M
PFG Private Wealth Management, LLC 3.08% New 49,819 $7.0M
Comerica Bank 0.03% Reduce -1.2% 48,683 $6.9M

"% 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 545 holders