Vngrd Mrngstr MC GRW ETF-UsdVOTETF

13F holders, Q3 2024 (September 30)
904holders +41
64new positions
27sold out
3famous investors
$242.41avg. 13F price*

At the end of Q3 2024, 904 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings, up 41 from Q2 2024. 64 opened new positions and 27 sold out. The largest holders were Axiom Advisory, LLC ($722.2M), Royal Bank of Canada ($670.6M) and Morgan Stanley ($592.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Vngrd Mrngstr MC GRW ETF-Usd
Filed as
VANGUARD INDEX FDS (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions64$68.8M
Exits27$14.9M

All 13F filers, Q2 2024 → Q3 2024: 2,213,943 shares bought and 2,627,963 shares sold, net −414,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 904 holders

Axiom Advisory, LLC 6.75% Add +11.2% 3,101,049 $722.2M
Royal Bank of Canada 0.15% Add +12.7% 2,754,502 $670.6M
Morgan Stanley 0.04% Add +2.9% 2,434,318 $592.7M
Assetmark, Inc. 1.52% Add +5.1% 2,185,745 $532.2M
Bank of America Corp. 0.04% Add +1.1% 1,825,906 $444.6M
Wells Fargo & Company 0.08% Add +0.8% 1,278,987 $311.4M
UBS Group AG 0.08% Reduce -0.3% 1,159,067 $282.2M
PNC Financial Services Group, Inc. 0.18% Reduce -0.9% 1,158,352 $282.0M
Truepoint, Inc. 6.68% Add +1.2% 1,021,951 $248.8M
Envestnet Asset Management Inc. 0.07% Reduce -0.5% 863,662 $210.3M
Tiaa Trust, National Association 0.53% Reduce -4.0% 735,167 $179.0M
EP Wealth Advisors, LLC 1.50% Add +38.1% 715,993 $174.3M
Jones Financial Companies LLLP 0.17% Add +2.7% 684,179 $166.2M
LPL Financial LLC 0.07% Reduce -0.1% 615,926 $150.0M
Northwestern Mutual Wealth Management Co. 0.12% Add +35.8% 556,286 $135.4M
Rockefeller Capital Management L.P. 0.30% Reduce -8.1% 465,364 $113.3M
Stephens Group Asset Management, LLC 9.18% Add +0.8% 451,387 $109.9M
Moneta Group Investment Advisors LLC 1.52% Add +3.5% 428,996 $104.4M
Commonwealth Equity Services, LLC 0.15% Reduce -1.9% 408,065 $99.4M
Ameriprise Financial Inc. 0.02% Add +14.5% 369,344 $89.9M
Stifel Financial Corp. 0.09% Reduce -5.0% 366,951 $89.3M
Avior Wealth Management, LLC 2.95% Add +3.4% 304,606 $74.1M
Osaic Holdings, Inc. 0.16% Reduce -35.0% 307,766 $69.1M
Waverly Advisors, LLC 1.27% Reduce -3.4% 282,814 $68.9M
Truist Financial Corp. 0.10% Reduce -2.5% 252,996 $61.6M
Pacific Life Fund Advisors LLC 6.05% Reduce -17.8% 251,692 $61.3M
FMR LLC 0.00% Add +0.4% 239,784 $58.4M
Orgel Wealth Management, LLC 1.36% Reduce -50.1% 223,792 $54.5M
BNP Paribas Financial Markets 0.05% Reduce -3.1% 213,503 $52.0M
Raymond James Financial Services Advisors, Inc. 0.07% Add +17.5% 212,456 $51.7M
JPMorgan Chase & Co. 0.00% Add +0.7% 203,686 $49.6M
Money Design Co.,Ltd. 2.36% Add +31.8% 194,575 $47.4M
Cerity Partners LLC 0.10% Add +2.0% 194,336 $47.3M
Cetera Investment Advisers 0.10% Add +0.9% 186,767 $45.5M
Lincoln National Corp. 1.43% Add +3.4% 182,850 $44.5M
McAdam, LLC 2.44% Reduce -2.7% 178,989 $43.6M
Private Advisor Group, LLC 0.26% Reduce -0.9% 172,243 $41.9M
1832 Asset Management L.P. 0.07% Add +1.9% 167,303 $40.7M
Equitable Holdings, Inc. 0.38% Reduce -3.8% 161,897 $39.4M
Trust Co 4.65% Add +23.6% 158,745 $38.6M
MML Investors Services, LLC 0.13% Add +0.7% 148,004 $36.0M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -6.7% 138,200 $33.6M
Mariner, LLC 0.06% Add +2.0% 135,125 $32.9M
Kwmg, LLC 3.29% Add +0.9% 134,475 $32.7M
Adventist Health System/ West 4.91% No change 131,150 $31.9M
NewEdge Advisors, LLC 0.21% Add +1.8% 130,484 $31.8M
Synovus Financial Corp. 0.33% Add +92.9% 117,186 $28.5M
Roberts Financial Services LLC 5.12% Add +3.3% 112,279 $27.3M
Cassaday & Co Wealth Management LLC 0.77% Reduce -0.4% 111,475 $27.1M
WoodTrust Financial Corp 3.73% Add +4.7% 107,897 $26.3M
Kestra Advisory Services, LLC 0.14% Reduce -24.7% 107,108 $26.1M
Wilmington Savings Fund Society, FSB 0.45% Add +3.5% 103,872 $25.3M
Bragg Financial Advisors, Inc 1.03% Add +2.2% 103,172 $25.1M
BHK Investment Advisors, LLC 9.26% Reduce -0.8% 101,966 $24.8M
Praetorian Wealth Management, Inc. 6.00% Reduce -1.2% 99,050 $24.1M
Creative Planning 0.02% Add +3.7% 93,119 $22.7M
Rodgers & Associates, LTD 2.70% Add +4.2% 92,918 $22.6M
HighTower Advisors, LLC 0.03% Add +2.0% 93,121 $22.6M
Raymond James & Associates 0.01% Add +3.5% 89,029 $21.7M
Aire Advisors, LLC 4.68% Reduce -1.4% 86,810 $21.1M
Condor Capital Management 1.88% Add +0.4% 85,711 $20.9M
Benjamin Edwards Inc. 0.30% Add +14054.7% 83,796 $20.4M
Bryn Mawr Trust Advisors, LLC 1.08% Add +4.3% 82,269 $20.0M
US Bancorp \de 0.03% Add +0.1% 81,931 $20.0M
Beacon Pointe Advisors, LLC 0.22% Reduce -5.8% 79,428 $19.3M
Natixis Advisors, LLC 0.04% Add +3.0% 79,095 $19.3M
Baird Financial Group, Inc. 0.04% Add +198.8% 77,887 $19.0M
Betterment LLC 0.04% Add +1.7% 76,773 $18.7M
Fifth Third Bancorp 0.07% Reduce -0.7% 76,016 $18.5M
Clayton Financial Group LLC 6.89% Add +0.7% 75,613 $18.4M
Dakota Wealth Management 0.39% Add +27.6% 71,680 $17.5M
Presilium Private Wealth, LLC 3.92% Add +5.4% 69,951 $17.0M
Total Wealth Planning, LLC 2.41% Add +2.6% 63,373 $15.4M
Black Diamond Financial, LLC 2.58% Add +17.2% 62,351 $15.2M
Wealthspire Advisors, LLC 0.15% Add +1.4% 62,211 $15.1M
Davis Investment Partners, LLC 5.82% Reduce -1.8% 57,297 $13.9M
Janney Montgomery Scott LLC 0.04% New 56,844 $13.8M
Marion Wealth Management 3.61% Add +4.0% 55,623 $13.5M
Edmonds Duncan Registered Investment Advisors, LLC 2.91% Add +6.1% 54,521 $13.3M
First Horizon Advisors, Inc. 0.37% Reduce -1.8% 54,115 $13.2M
LMCG Investments, LLC 0.72% Reduce -0.2% 49,326 $12.0M
Arvest Investments, Inc. 1.81% Reduce -0.4% 49,177 $12.0M
Glenview Trust Co 0.23% Reduce -3.3% 48,814 $11.9M
Ascent Group, LLC 0.88% Reduce -1.4% 47,579 $11.6M
Prudential Financial Inc. 0.02% Reduce -0.0% 47,277 $11.5M
Allworth Financial LP 0.07% Reduce -5.8% 46,244 $11.3M
Commerce Bank 0.07% Add +1.0% 46,062 $11.2M
Advisory Alpha, LLC 0.40% Add +1.1% 45,666 $11.1M
Captrust Financial Advisors 0.03% Reduce -1.1% 45,664 $11.1M
Steward Partners Investment Advisory, LLC 0.10% Add +12.1% 45,360 $11.0M
GHP Investment Advisors, Inc. 0.50% Reduce -0.4% 45,195 $11.0M
Comerica Bank 0.04% Reduce -4.0% 44,989 $11.0M
Robertson Stephens Wealth Management, LLC 0.40% New 44,833 $10.9M
Opes Wealth Management LLC 2.09% Add +0.5% 44,553 $10.8M
Operose Advisors LLC 3.49% Reduce -1.1% 44,359 $10.8M
Highland Capital Management, LLC 0.61% Reduce -3.5% 43,597 $10.6M
Wolff Financial Management LLC 2.84% New 42,875 $10.4M
Cambridge Investment Research Advisors, Inc. 0.04% Add +12.7% 42,561 $10.4M
Independent Financial Group, LLC 0.38% Add +3.2% 42,431 $10.3M
Blair William & Co. 0.03% Add +2.5% 42,278 $10.3M

"% 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 904 holders