Vngrd Mrngstr MC GRW ETF-UsdVOTETF

13F holders, Q2 2024 (June 30)
863holders −3
58new positions
63sold out
3famous investors
$219.82avg. 13F price*

At the end of Q2 2024, 863 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings, down 3 from Q1 2024. 58 opened new positions and 63 sold out. The largest holders were Axiom Advisory, LLC ($639.6M), Royal Bank of Canada ($560.9M) and Morgan Stanley ($543.3M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Vngrd Mrngstr MC GRW ETF-Usd
Filed as
VANGUARD INDEX FDS (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions58$88.5M
Exits63$79.4M

All 13F filers, Q1 2024 → Q2 2024: 6,858,915 shares bought and 1,003,512 shares sold, net +5,855,403 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 863 holders

Axiom Advisory, LLC 6.97% Add +6372.6% 2,788,728 $639.6M
Royal Bank of Canada 0.14% Add +64.7% 2,443,340 $560.9M
Morgan Stanley 0.04% Add +1.1% 2,366,506 $543.3M
Assetmark, Inc. 1.48% Add +4.8% 2,079,798 $477.4M
Bank of America Corp. 0.04% Add +0.2% 1,806,773 $414.8M
Wells Fargo & Company 0.08% Add +1.9% 1,268,455 $291.2M
PNC Financial Services Group, Inc. 0.18% Reduce -5.3% 1,168,885 $268.3M
UBS Group AG 0.08% Add +0.3% 1,163,038 $267.0M
Truepoint, Inc. 6.61% Reduce -1.0% 1,009,537 $231.7M
Envestnet Asset Management Inc. 0.07% Reduce -1.9% 867,928 $199.2M
Tiaa Trust, National Association 0.54% Reduce -4.7% 766,037 $175.9M
Jones Financial Companies LLLP 0.18% Add +2.9% 666,180 $152.9M
LPL Financial LLC 0.07% Add +2.0% 616,627 $141.6M
EP Wealth Advisors, LLC 1.26% Add +12.5% 518,452 $119.0M
Rockefeller Capital Management L.P. 0.33% Add +0.1% 506,147 $116.2M
Osaic Holdings, Inc. 0.26% Add +3.7% 473,753 $108.8M
Orgel Wealth Management, LLC 2.78% Add +7.6% 448,959 $103.1M
Stephens Group Asset Management, LLC 9.37% Add +1.2% 447,569 $102.7M
Commonwealth Equity Services, LLC 0.15% Reduce -2.2% 415,975 $95.5M
Moneta Group Investment Advisors LLC 1.52% Add +1.0% 414,438 $95.1M
Northwestern Mutual Wealth Management Co. 0.09% Add +3.1% 409,546 $94.0M
Stifel Financial Corp. 0.10% Reduce -0.3% 386,253 $88.7M
Ameriprise Financial Inc. 0.02% Reduce -1.5% 322,549 $74.0M
Pacific Life Fund Advisors LLC 7.02% Reduce -0.3% 306,283 $70.3M
Avior Wealth Management, LLC 2.91% Add +14.8% 294,723 $67.6M
Waverly Advisors, LLC 1.32% Reduce -6.3% 292,883 $67.2M
Truist Financial Corp. 0.09% Reduce -1.7% 259,421 $59.6M
FMR LLC 0.00% Reduce -2.3% 238,792 $54.8M
BNP Paribas Financial Markets 0.06% Add +1097.6% 220,401 $50.6M
JPMorgan Chase & Co. 0.00% Reduce -1.4% 202,278 $46.4M
Cerity Partners LLC 0.12% Add +7.3% 190,597 $43.8M
Cetera Investment Advisers 0.10% Add +4.7% 185,060 $42.5M
McAdam, LLC 2.54% Add +9.4% 183,923 $42.2M
Raymond James Financial Services Advisors, Inc. 0.06% Add +2.2% 180,804 $41.5M
Lincoln National Corp. 1.37% Reduce -7.4% 176,914 $40.6M
Private Advisor Group, LLC 0.27% Reduce -2.0% 173,742 $39.9M
Equitable Holdings, Inc. 0.41% Add +19.3% 168,353 $38.6M
1832 Asset Management L.P. 0.07% Reduce -2.1% 164,270 $37.7M
Wealth Enhancement Advisory Services, LLC 0.08% Add +7.3% 148,111 $34.0M
Money Design Co.,Ltd. 1.83% Reduce -3.8% 147,627 $33.9M
MML Investors Services, LLC 0.14% Reduce -2.4% 146,973 $33.7M
Kestra Advisory Services, LLC 0.18% Add +7.8% 142,263 $31.8M
Kwmg, LLC 3.30% Add +0.2% 133,256 $30.6M
Mariner, LLC 0.06% Add +1.9% 132,511 $30.4M
Adventist Health System/ West 4.89% New 131,150 $30.1M
Trust Co 3.81% Add +0.9% 128,458 $29.5M
NewEdge Advisors, LLC 0.21% Add +6.7% 128,132 $29.4M
Cassaday & Co Wealth Management LLC 0.81% Reduce -1.2% 111,964 $25.7M
Roberts Financial Services LLC 5.02% Add +1.2% 108,698 $25.0M
WoodTrust Financial Corp 3.68% New 103,019 $23.6M
BHK Investment Advisors, LLC 9.26% Reduce -3.4% 102,817 $23.6M
Bragg Financial Advisors, Inc 1.03% Add +0.9% 100,995 $23.2M
Wilmington Savings Fund Society, FSB 0.88% Add +3.0% 100,313 $23.0M
Praetorian Wealth Management, Inc. 5.89% Add +1.4% 100,288 $23.0M
HighTower Advisors, LLC 0.03% Add +5.0% 91,287 $20.9M
Creative Planning 0.02% Reduce -2.1% 89,785 $20.6M
Rodgers & Associates, LTD 2.63% Reduce -1.3% 89,192 $20.5M
Aire Advisors, LLC 4.60% Reduce -1.0% 88,018 $20.2M
Raymond James & Associates 0.01% Reduce -16.7% 86,027 $19.7M
Condor Capital Management 1.87% Reduce -1.1% 85,373 $19.6M
Beacon Pointe Advisors, LLC 0.23% Reduce -3.4% 84,365 $19.4M
US Bancorp \de 0.03% Add +4.2% 81,887 $18.8M
Bryn Mawr Trust Advisors, LLC 1.00% Add +5.0% 78,855 $18.1M
Benjamin F. Edwards & Company, Inc. 0.31% Add +1.5% 77,464 $17.8M
Clayton Financial Group LLC 7.66% Add +4.3% 75,116 $17.7M
Natixis Advisors, LLC 0.04% Reduce -14.8% 76,803 $17.6M
Fifth Third Bancorp 0.07% Reduce -3.0% 76,553 $17.6M
Betterment LLC 0.04% Add +0.0% 75,461 $17.3M
World Investment Advisors 0.99% New 68,964 $15.8M
Presilium Private Wealth, LLC 3.85% Add +3.0% 66,351 $15.2M
Total Wealth Planning, LLC 2.43% Add +1.8% 61,757 $14.8M
Redwood Investment Management, LLC 1.23% Add +28.3% 61,819 $14.2M
Wealthspire Advisors, LLC 0.18% Reduce -1.7% 61,326 $14.1M
Synovus Financial Corp. 0.18% Reduce -0.0% 60,740 $13.9M
Davis Investment Partners, LLC 5.65% Reduce -6.5% 58,348 $13.7M
Dakota Wealth Management 0.30% Add +170.3% 56,184 $12.9M
First Horizon Advisors, Inc. 0.38% Reduce -0.8% 55,078 $12.6M
Marion Wealth Management 3.61% Add +1.1% 53,510 $12.3M
Black Diamond Financial, LLC 2.36% Add +18.7% 53,218 $12.2M
Edmonds Duncan Registered Investment Advisors, LLC 2.87% Reduce -6.3% 51,377 $11.8M
Glenview Trust Co 0.23% Reduce -2.1% 50,476 $11.6M
Allworth Financial LP 0.07% Reduce -3.1% 49,102 $11.4M
LMCG Investments, LLC 0.66% Reduce -5.0% 49,441 $11.3M
Arvest Investments, Inc. 1.82% Reduce -2.7% 49,390 $11.3M
Ascent Group, LLC 0.90% Add +483.9% 48,245 $11.1M
Prudential Financial Inc. 0.02% Reduce -2.4% 47,284 $10.9M
Comerica Bank 0.04% Add +0.3% 46,887 $10.8M
Captrust Financial Advisors 0.03% Add +1.6% 46,179 $10.6M
Commerce Bank 0.07% Reduce -1.1% 45,611 $10.5M
GHP Investment Advisors, Inc. 0.52% Reduce -1.4% 45,359 $10.4M
Advisory Alpha, LLC 0.41% Add +66.5% 45,191 $10.4M
Highland Capital Management, LLC 0.61% Reduce -0.1% 45,168 $10.4M
Operose Advisors LLC 3.65% Add +1.4% 44,871 $10.3M
Opes Wealth Management LLC 2.12% Add +0.5% 44,333 $10.2M
Hapanowicz & Associates Financial Services, Inc 5.43% Add +5.3% 41,453 $9.5M
Blair William & Co. 0.03% Add +137.1% 41,268 $9.5M
Independent Financial Group, LLC 0.38% Add +28.6% 41,128 $9.4M
Connecticut Wealth Management, LLC 0.48% Reduce -0.3% 40,820 $9.4M
Steward Partners Investment Advisory, LLC 0.10% Add +20.1% 40,483 $9.3M
D.A. Davidson & Co. 0.08% Add +1.7% 40,056 $9.2M

"% 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 863 holders