Vngrd Mrgstr MG CP VL ETF-UiMGVETF

13F holders, Q1 2026 (March 31)
573holders +28
58new positions
27sold out
4famous investors
$144.97avg. 13F price*

At the end of Q1 2026, 573 institutions reported holding Vngrd Mrgstr MG CP VL ETF-Ui (MGV) in their 13F filings, up 28 from Q4 2025. 58 opened new positions and 27 sold out. The largest holders were Assetmark, Inc. ($2.3B), Bank of America Corp. ($672.5M) and Morgan Stanley ($444.6M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vngrd Mrgstr MG CP VL ETF-Ui
Filed as
VANGUARD WORLD FD (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions58$64.0M
Exits27$58.7M

All 13F filers, Q4 2025 → Q1 2026: 2,983,436 shares bought and 1,184,277 shares sold, net +1,799,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 573 holders

Assetmark, Inc. 4.61% Add +1.1% 15,596,695 $2.3B
Bank of America Corp. 0.05% Add +2.6% 4,639,212 $672.5M
Morgan Stanley 0.03% Add +2.9% 3,067,407 $444.6M
Ameriprise Financial Inc. 0.08% Add +2.5% 2,279,226 $330.4M
UBS Group AG 0.04% Reduce -4.1% 1,726,345 $250.2M
Merit Financial Group, LLC 1.44% Add +6.0% 1,336,897 $193.8M
Envestnet Asset Management Inc. 0.05% Reduce -2.5% 1,271,201 $184.3M
PNC Financial Services Group, Inc. 0.10% Reduce -5.1% 1,160,993 $168.3M
LPL Financial LLC 0.04% Add +0.9% 1,083,447 $157.0M
Wells Fargo & Company 0.03% Reduce -0.0% 1,004,572 $145.6M
HighTower Advisors, LLC 0.13% Reduce -0.3% 835,188 $121.1M
Raymond James Financial Inc. 0.04% Add +9.9% 789,955 $114.5M
Black Diamond Financial, LLC 11.66% Reduce -5.1% 737,261 $106.9M
Vantagepoint Investment Advisers LLC 0.90% Reduce -3.6% 733,157 $106.3M
Royal Bank of Canada 0.02% Add +8.5% 727,459 $105.4M
Osaic Holdings, Inc. 0.15% Add +221.9% 694,008 $100.6M
JPMorgan Chase & Co. 0.01% Reduce -0.8% 592,624 $84.5M
Sequoia Financial Advisors, LLC 0.44% Reduce -3.4% 546,743 $79.3M
Rockefeller Capital Management L.P. 0.12% Add +2.2% 484,201 $70.2M
Strategic Investment Advisors / MI 4.35% Add +30.9% 434,386 $63.0M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -3.0% 385,854 $55.9M
Baird Financial Group, Inc. 0.09% Add +6.7% 383,484 $55.6M
Praetorian Wealth Management, Inc. 10.46% Add +5.6% 368,740 $55.0M
Kestra Advisory Services, LLC 0.21% Add +9.7% 374,801 $54.3M
Prosperity Consulting Group, LLC 2.41% Add +1.0% 373,096 $54.1M
Petredis Investment Advisors LLC 4.36% Add +1.0% 367,428 $53.3M
Stifel Financial Corp. 0.05% Add +3.9% 365,764 $53.0M
Cetera Investment Advisers 0.05% Add +7.3% 342,048 $49.6M
Apriem Advisors 4.36% Add +24.5% 315,383 $45.7M
Commonwealth Equity Services, LLC 0.06% Reduce -14.5% 292,019 $42.3M
Pure Financial Advisors, LLC 0.61% Reduce -2.0% 290,904 $42.2M
Cerity Partners LLC 0.05% Add +1587.5% 260,748 $38.4M
BHK Investment Advisors, LLC 10.68% Reduce -4.5% 220,541 $32.0M
BTG Pactual Asset Management US LLC 3.07% Add +10.4% 214,276 $31.1M
Smartleaf Asset Management LLC 1.12% Reduce -1.7% 216,700 $30.9M
Bernardo Wealth Planning LLC 6.01% Reduce -3.9% 211,847 $30.7M
Integrated Capital Management, LLC 12.60% Add +2.5% 206,175 $29.9M
Braeburn Wealth Management LLC 16.73% Add +10.2% 201,924 $29.3M
Capital Advantage, Inc. 3.75% Add +0.2% 197,725 $28.7M
Zeit Capital LLC 18.33% Reduce -0.6% 188,930 $27.4M
Beacon Pointe Advisors, LLC 0.14% Add +974.3% 183,332 $26.6M
Titleist Asset Management, LLC 2.00% Add +13.1% 183,109 $26.5M
ETF Portfolio Partners, Inc. 6.71% Add +0.9% 176,325 $25.6M
Leavell Investment Management, Inc. 1.05% Add +4.2% 176,079 $25.5M
Graney & King, LLC 13.61% Add +3.3% 174,183 $25.2M
Blue Edge Capital, LLC 3.05% Reduce -9.8% 158,616 $23.0M
Savant Capital, LLC 0.11% Add +0.1% 158,587 $23.0M
Breakwater Capital Group 3.04% Add +7.0% 156,391 $22.7M
Bison Wealth, LLC 2.16% Add +3.1% 143,077 $22.2M
Marmo Financial Group, LLC 10.86% Add +0.3% 151,239 $21.9M
Wealthcare Advisory Partners LLC 0.42% Add +1.3% 149,185 $21.6M
Sheridan Capital Management, LLC 11.40% Add +3.0% 149,182 $21.6M
Avior Wealth Management, LLC 0.61% Reduce -22.4% 148,688 $21.5M
AllGen Financial Advisors, Inc. 5.05% Reduce -10.1% 146,723 $21.3M
Harbour Investments, Inc. 0.32% Add +3.3% 142,839 $20.7M
Select Asset Management & Trust 6.31% Add +32.4% 139,351 $20.2M
Means Investment Co., Inc. 1.73% Reduce -2.2% 136,710 $19.8M
Arax Advisory Partners 0.53% Add +5.0% 130,063 $18.9M
Cresset Asset Management, LLC 0.08% Add +0.6% 125,966 $18.3M
Kickstand Ventures, Llc. 3.73% Add +1.3% 122,075 $17.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.31% Add +2.5% 121,428 $17.6M
D.A. Davidson & Co. 0.11% Add +3.2% 119,478 $17.3M
Pachira Investments Inc. 7.97% Add +17.6% 117,715 $17.1M
Waverly Advisors, LLC 0.12% Add +1.3% 113,403 $16.4M
Retirement Management Systems Inc. 3.96% Reduce -1.3% 113,341 $16.4M
US Bancorp \de 0.02% Add +1.0% 111,627 $16.2M
Annex Advisory Services, LLC 0.30% Add +20.5% 111,415 $16.1M
Creative Planning 0.01% Add +1.2% 103,341 $15.0M
Mercer Global Advisors Inc. 0.02% Add +262.6% 102,245 $14.8M
Avid Wealth Partners LLC 6.91% Add +5.4% 100,874 $14.6M
Private Advisor Group, LLC 0.07% Add +2.6% 97,914 $14.2M
HB Wealth Management, LLC 0.09% Reduce -0.0% 97,653 $14.2M
MML Investors Services, LLC 0.04% Reduce -14.7% 94,163 $13.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.9% 91,350 $13.2M
Jones Financial Companies LLLP 0.01% Add +17.3% 92,199 $13.2M
Stephens Inc. 0.16% Add +6.8% 90,359 $13.1M
Sanctuary Advisors, LLC 0.07% Add +2.5% 88,554 $12.8M
Ameritas Advisory Services, LLC 0.50% Reduce -1.4% 88,083 $12.8M
Arq Wealth Advisors, LLC 2.19% Add +0.8% 83,927 $12.2M
Gateway Wealth Partners, LLC 0.46% New 80,939 $11.7M
Allstreet Capital Advisors LLC 8.59% Reduce -1.4% 80,095 $11.6M
James J. Burns & Company, LLC 1.56% Reduce -2.7% 79,569 $11.5M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -7.0% 77,670 $11.3M
Janney Montgomery Scott LLC 0.03% Add +0.6% 75,505 $10.9M
Modera Wealth Management, LLC 0.13% Add +1.7% 74,772 $10.8M
PFG Private Wealth Management, LLC 4.59% Add +49.8% 74,609 $10.8M
Amara Financial, Llc. 7.25% Add +26.7% 72,513 $10.5M
Goldman Sachs Group Inc. 0.00% Reduce -3.5% 72,062 $10.4M
Crumly & Associates Inc. 2.17% Reduce -28.8% 71,365 $10.3M
Capital Planning LLC 3.35% Add +14.2% 71,058 $10.3M
WealthShield Partners, LLC 1.14% Reduce -0.5% 70,828 $10.3M
Wealthfront Advisers LLC 0.02% Add +7.6% 69,186 $10.0M
Howe & Rusling Inc. 0.65% Add +12.1% 68,376 $9.9M
Quadcap Wealth Management, LLC 1.11% Reduce -9.1% 67,028 $9.7M
Captrust Financial Advisors 0.02% Add +33.5% 61,122 $8.9M
Mayfair Advisory Group, LLC 3.06% Add +9.3% 60,364 $8.7M
Gladwyn Financial Advisors, Inc. 5.89% Reduce -0.0% 58,413 $8.5M
Fingerlakes Wealth Management, Inc. 5.36% Add +9.3% 55,723 $8.1M
Tudor Investment Corporation 0.04% New 52,172 $7.6M
Fiduciary Alliance LLC 0.46% Reduce -2.9% 50,684 $7.6M

"% 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 573 holders