Vngrd Mrngstr MC GRW ETF-UsdVOTETF

13F holders, Q1 2024 (March 31)
866holders
2famous investors
$235.12avg. 13F price*

At the end of Q1 2024, 866 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings. The largest holders were Morgan Stanley ($551.8M), Assetmark, Inc. ($467.9M) and Bank of America Corp. ($425.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vngrd Mrngstr MC GRW ETF-Usd
Filed as
VANGUARD INDEX FDS (Q1 2024)
CUSIP
922908538
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 866Q1 2024Q2 2024: 863Q2 2024Q3 2024: 904Q3 2024Q4 2024: 979Q4 2024Q1 2025: 979Q1 2025Q2 2025: 1,013Q2 2025Q3 2025: 1,020Q3 2025Q4 2025: 1,078Q4 2025Q1 2026: 1,060Q1 2026Q2 2026: 1,103Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions76$65.7M
Exits46$60.9M

Ownership 866 holders

Morgan Stanley 0.04% Add +4.7% 2,340,385 $551.8M
Assetmark, Inc. 1.52% Add +0.7% 1,984,379 $467.9M
Bank of America Corp. 0.04% Reduce -2.5% 1,803,839 $425.3M
Royal Bank of Canada 0.09% Add +345.7% 1,483,863 $349.9M
Wells Fargo & Company 0.08% Reduce -1.6% 1,245,462 $293.7M
PNC Financial Services Group, Inc. 0.20% Add +0.3% 1,234,936 $291.2M
UBS Group AG 0.09% Reduce -2.6% 1,159,498 $273.4M
Truepoint, Inc. 6.83% Reduce -0.6% 1,020,135 $240.5M
Envestnet Asset Management Inc. 0.08% Add +1.6% 884,535 $208.6M
Tiaa Trust, National Association 0.58% Reduce -9.4% 804,039 $189.6M
Jones Financial Companies LLLP 0.21% Reduce -1.3% 647,407 $152.7M
LPL Financial LLC 0.08% Add +2.2% 604,767 $142.6M
Rockefeller Capital Management L.P. 0.35% Add +2.5% 505,851 $119.3M
EP Wealth Advisors, LLC 1.27% Reduce -1.5% 460,759 $108.6M
Osaic Holdings, Inc. 0.24% Reduce -15.3% 456,974 $107.8M
Stephens Group Asset Management, LLC 9.53% Reduce -0.1% 442,401 $104.3M
Commonwealth Equity Services, LLC 0.17% Add +4.0% 425,326 $100.3M
Orgel Wealth Management, LLC 2.70% Add +18.3% 417,375 $98.4M
Moneta Group Investment Advisors LLC 1.58% Add +31.9% 410,391 $96.8M
Northwestern Mutual Wealth Management Co. 0.10% Reduce -0.2% 397,297 $93.7M
Stifel Financial Corp. 0.10% Reduce -21.6% 387,341 $91.3M
Ameriprise Financial Inc. 0.02% Add +2.1% 327,550 $77.2M
Waverly Advisors, LLC 1.74% Reduce -3.7% 312,702 $73.7M
Pacific Life Fund Advisors LLC 7.11% Reduce -8.3% 307,263 $72.4M
Truist Financial Corp. 0.09% Add +3.7% 263,971 $62.2M
Avior Wealth Management, LLC 2.81% Add +5.0% 256,758 $60.5M
FMR LLC 0.00% Reduce -3.7% 244,376 $57.6M
JPMorgan Chase & Co. 0.00% Add +4.2% 205,243 $48.4M
Lincoln National Corp. 0.70% Reduce -1.6% 190,965 $45.0M
Cerity Partners LLC 0.11% Add +895.6% 177,693 $41.9M
Private Advisor Group, LLC 0.30% Reduce -0.4% 177,290 $41.8M
Raymond James Financial Services Advisors, Inc. 0.06% Add +17.1% 176,932 $41.7M
Cetera Investment Advisers 0.10% Add +61.3% 176,842 $41.7M
McAdam, LLC 2.54% Add +9.7% 168,156 $39.6M
1832 Asset Management L.P. 0.07% Reduce -4.6% 167,841 $39.6M
Money Design Co.,Ltd. 1.97% Reduce -0.8% 153,500 $36.2M
MML Investors Services, LLC 0.15% Add +5.8% 150,534 $35.5M
Equitable Holdings, Inc. 0.37% Add +2.7% 141,083 $33.3M
Wealth Enhancement Advisory Services, LLC 0.08% Add +7.3% 138,068 $32.6M
Kwmg, LLC 3.43% Add +0.0% 133,028 $31.4M
Kestra Advisory Services, LLC 0.21% Add +8.7% 132,010 $31.1M
Mariner, LLC 0.06% Add +2.4% 130,055 $30.7M
Trust Co 3.94% Reduce -42.6% 127,286 $30.0M
NewEdge Advisors, LLC 0.25% Add +0.4% 120,083 $28.3M
Cassaday & Co Wealth Management LLC 0.87% Reduce -0.3% 113,296 $26.7M
Roberts Financial Services LLC 5.17% Add +0.0% 107,456 $25.3M
BHK Investment Advisors, LLC 9.64% Add +32.7% 106,378 $25.1M
Raymond James & Associates 0.02% Add +8.4% 103,279 $24.4M
Bragg Financial Advisors, Inc 1.06% Reduce -0.3% 100,066 $23.6M
Praetorian Wealth Management, Inc. 6.23% Add +1.8% 98,865 $23.3M
Wilmington Savings Fund Society, FSB 0.88% — 97,417 $23.0M
Creative Planning 0.02% Reduce -3.3% 91,734 $21.6M
Rodgers & Associates, LTD 2.74% Reduce -3.8% 90,350 $21.3M
Natixis Advisors, LLC 0.05% Add +1.9% 90,126 $21.3M
Aire Advisors, LLC 4.73% Reduce -0.0% 88,931 $21.0M
Beacon Pointe Advisors, LLC 0.23% Reduce -3.4% 87,344 $20.6M
HighTower Advisors, LLC 0.03% Add +1.7% 86,906 $20.5M
Condor Capital Management 1.99% Add +3.5% 86,365 $20.4M
Fifth Third Bancorp 0.07% Add +16.5% 78,915 $18.6M
US Bancorp \de 0.03% Add +5.2% 78,560 $18.5M
Q3 Asset Management 5.15% New 76,826 $18.1M
Benjamin F. Edwards & Company, Inc. 0.33% Reduce -0.6% 76,320 $18.0M
Betterment LLC 0.05% Add +59.7% 75,433 $17.8M
Bryn Mawr Trust Advisors, LLC 1.01% Add +9.8% 75,135 $17.7M
Clayton Financial Group LLC 7.72% Add +3.5% 72,004 $17.0M
Integrated Wealth Concepts LLC 0.23% Add +3.4% 67,888 $16.0M
Presilium Private Wealth, LLC 4.03% Add +0.5% 64,388 $15.2M
SWAN Capital LLC 8.40% Reduce -6.7% 62,679 $14.8M
Wealthspire Advisors, LLC 0.20% Reduce -4.7% 62,408 $14.7M
Davis Investment Partners, LLC 6.31% Reduce -4.1% 62,411 $14.4M
Synovus Financial Corp. 0.19% Add +1.0% 60,750 $14.3M
Total Wealth Planning, LLC 2.46% Add +0.3% 60,657 $14.3M
Systelligence, LLC 3.60% Reduce -2.6% 58,456 $13.8M
First Horizon Advisors, Inc. 0.40% Reduce -1.2% 55,532 $13.1M
Edmonds Duncan Registered Investment Advisors, LLC 3.24% Add +0.7% 54,850 $12.9M
Marion Wealth Management 3.73% Reduce -1.9% 52,939 $12.5M
LMCG Investments, LLC 0.72% Reduce -0.6% 52,055 $12.3M
Glenview Trust Co 0.26% Add +0.5% 51,543 $12.2M
Arvest Investments, Inc. 1.90% Reduce -6.7% 50,742 $12.0M
Allworth Financial LP 0.08% Add +1.1% 50,682 $12.0M
Janney Montgomery Scott LLC 0.04% Add +42.5% 50,470 $11.9M
Prudential Financial Inc. 0.02% Reduce -31.7% 48,465 $11.4M
Redwood Investment Management, LLC 1.08% Reduce -31.2% 48,179 $11.4M
Ratio Wealth Group 2.10% Add +8.2% 47,831 $11.3M
Comerica Bank 0.05% Add +0.9% 46,727 $11.0M
Commerce Bank 0.07% Add +2.4% 46,127 $10.9M
GHP Investment Advisors, Inc. 0.54% Add +0.6% 45,998 $10.8M
Captrust Financial Advisors 0.04% Reduce -36.4% 45,466 $10.7M
Highland Capital Management, LLC 0.61% Reduce -2.7% 45,221 $10.7M
Operose Advisors LLC 3.53% Reduce -7.1% 44,252 $10.4M
Opes Wealth Management LLC 2.40% Add +4.3% 44,130 $10.4M
NewEdge Wealth, LLC 0.23% Reduce -5.2% 45,617 $10.3M
Axiom Advisory, LLC 7.48% Add +3.0% 43,085 $10.2M
Black Diamond Financial, LLC 2.66% No change 44,818 $9.8M
Connecticut Wealth Management, LLC 0.51% Reduce -1.9% 40,950 $9.7M
Mercer Global Advisors Inc. 0.03% Reduce -65.6% 26,863 $9.5M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -18.6% 40,249 $9.5M
Hapanowicz & Associates Financial Services, Inc 5.30% Add +4.9% 39,384 $9.3M
D.A. Davidson & Co. 0.08% Reduce -1.9% 39,383 $9.3M
Elevatus Welath Management 3.58% Add +4.9% 38,545 $9.1M

"% of holder's portfolio" is VOT's weight in each manager's 13F, not the share of Vngrd Mrngstr MC GRW ETF-Usd the manager owns.

Show all 866 holders