Vngrd Mrngstr MC GRW ETF-UsdVOTETF

13F holders, Q4 2024 (December 31)
979holders +75
58new positions
36sold out
5famous investors
$253.91avg. 13F price*

At the end of Q4 2024, 979 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings, up 75 from Q3 2024. 58 opened new positions and 36 sold out. The largest holders were Royal Bank of Canada ($729.3M), Morgan Stanley ($689.0M) and Assetmark, Inc. ($580.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Vngrd Mrngstr MC GRW ETF-Usd
Filed as
VANGUARD INDEX FDS (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions58$31.3M
Exits36$122.9M

All 13F filers, Q3 2024 → Q4 2024: 2,827,798 shares bought and 1,062,626 shares sold, net +1,765,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 979 holders

Royal Bank of Canada 0.16% Add +4.3% 2,874,123 $729.3M
Morgan Stanley 0.05% Add +11.5% 2,715,224 $689.0M
Assetmark, Inc. 1.58% Add +4.7% 2,288,077 $580.6M
Bank of America Corp. 0.04% Reduce -3.4% 1,763,604 $447.5M
Wells Fargo & Company 0.08% Add +7.5% 1,374,808 $348.9M
UBS Group AG 0.07% Reduce -0.2% 1,157,030 $293.6M
PNC Financial Services Group, Inc. 0.20% Reduce -0.8% 1,148,865 $291.5M
Truepoint, Inc. 6.83% Reduce -1.6% 1,005,214 $255.1M
EP Wealth Advisors, LLC 1.94% Add +30.8% 936,468 $237.6M
Envestnet Asset Management Inc. 0.07% Reduce -1.1% 853,808 $216.7M
Connecticut Wealth Management, LLC 9.83% Add +1821.8% 773,562 $200.1M
Tiaa Trust, National Association 0.55% Reduce -3.6% 708,868 $179.9M
Jones Financial Companies LLLP 0.17% Add +2.2% 699,325 $177.5M
LPL Financial LLC 0.07% Add +10.8% 682,605 $173.2M
Northwestern Mutual Wealth Management Co. 0.12% Add +2.4% 569,493 $144.5M
Rockefeller Capital Management L.P. 0.31% Reduce -0.1% 465,014 $118.0M
Moneta Group Investment Advisors LLC 1.65% Add +8.0% 463,399 $117.6M
Stifel Financial Corp. 0.12% Add +24.4% 456,545 $115.9M
Stephens Group Asset Management, LLC 9.52% Reduce -0.2% 450,418 $114.3M
Commonwealth Equity Services, LLC 0.15% Add +0.7% 411,093 $104.3M
Avior Wealth Management, LLC 3.33% Add +17.8% 358,691 $91.0M
Ameriprise Financial Inc. 0.02% Reduce -7.4% 342,002 $86.8M
Raymond James Financial Inc. 0.03% — 307,541 $78.0M
Pacific Life Fund Advisors LLC 7.71% Add +16.4% 292,852 $74.3M
Truist Financial Corp. 0.11% Add +12.1% 283,627 $72.0M
Osaic Holdings, Inc. 0.16% Reduce -7.8% 283,727 $70.5M
Waverly Advisors, LLC 1.08% Reduce -3.1% 274,029 $69.5M
FMR LLC 0.00% Add +1.9% 244,412 $62.0M
Orgel Wealth Management, LLC 1.42% Reduce -4.1% 214,623 $54.5M
JPMorgan Chase & Co. 0.00% Add +3.2% 210,156 $53.3M
Cerity Partners LLC 0.11% Reduce -0.7% 192,950 $49.0M
Cetera Investment Advisers 0.10% Add +1.7% 189,870 $48.2M
McAdam, LLC 2.56% Add +3.2% 184,657 $46.9M
Private Advisor Group, LLC 0.24% Reduce -0.6% 171,231 $43.5M
BNP Paribas Financial Markets 0.03% Reduce -23.1% 164,276 $41.7M
Equitable Holdings, Inc. 0.39% Reduce -1.2% 159,979 $40.6M
Trust Co 4.64% Add +0.6% 159,685 $40.5M
MML Investors Services, LLC 0.14% Add +6.1% 157,000 $39.8M
1832 Asset Management L.P. 0.07% Reduce -13.0% 145,582 $36.9M
Creative Planning 0.04% Add +53.1% 142,540 $36.2M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -0.3% 137,820 $35.0M
Mariner, LLC 0.06% Reduce -0.7% 134,215 $34.1M
NewEdge Advisors, LLC 0.20% Add +2.2% 133,390 $33.8M
Adventist Health System/ West 5.15% No change 131,150 $33.3M
Kwmg, LLC 3.40% Reduce -3.3% 130,024 $33.0M
World Investment Advisors 0.83% Add +1703.1% 118,876 $30.2M
Ocean Park Asset Management, LLC 0.96% Add +4006.1% 111,398 $28.3M
WoodTrust Financial Corp 3.95% Add +2.5% 110,633 $28.1M
Roberts Financial Services LLC 5.28% Reduce -1.8% 110,216 $28.0M
Cassaday & Co Wealth Management LLC 0.76% Reduce -2.0% 109,286 $27.7M
Wilmington Savings Fund Society, FSB 0.50% Add +4.7% 108,707 $27.6M
Bragg Financial Advisors, Inc 1.04% Reduce -1.8% 101,290 $25.7M
BHK Investment Advisors, LLC 9.62% Reduce -1.0% 100,960 $25.6M
Praetorian Wealth Management, Inc. 6.05% Reduce -0.9% 98,114 $24.9M
Kestra Advisory Services, LLC 0.13% Reduce -10.7% 95,678 $24.3M
Rodgers & Associates, LTD 2.74% Reduce -2.4% 90,670 $23.0M
Bryn Mawr Trust Advisors, LLC 1.24% Add +9.8% 90,303 $22.9M
HighTower Advisors, LLC 0.03% Reduce -4.5% 88,939 $22.6M
Benjamin Edwards Inc. 0.32% Add +5.9% 88,704 $22.5M
Aire Advisors, LLC 4.56% Add +0.6% 87,286 $22.1M
Janney Montgomery Scott LLC 0.06% Add +52.1% 86,465 $21.9M
Condor Capital Management 1.91% Reduce -0.5% 85,251 $21.6M
US Bancorp \de 0.03% Add +3.9% 85,100 $21.6M
Beacon Pointe Advisors, LLC 0.23% Add +0.7% 79,945 $20.3M
Natixis Advisors, LLC 0.04% Add +0.8% 79,691 $20.2M
Clayton Financial Group LLC 7.12% Add +2.9% 77,838 $19.8M
Dakota Wealth Management 0.45% Add +7.6% 77,100 $19.6M
Betterment LLC 0.05% Add +0.0% 76,779 $19.5M
Baird Financial Group, Inc. 0.04% Reduce -2.5% 75,944 $19.3M
Fifth Third Bancorp 0.07% Reduce -3.0% 73,698 $18.7M
MAI Capital Management 0.13% Add +167.1% 70,044 $17.8M
Presilium Private Wealth, LLC 4.03% Reduce -1.3% 69,069 $17.5M
Black Diamond Financial, LLC 2.49% Add +5.0% 65,463 $16.6M
Total Wealth Planning, LLC 2.53% Add +1.0% 63,994 $16.2M
Glenview Trust Co 0.30% Add +29.8% 63,363 $16.1M
Synovus Financial Corp. 0.19% Reduce -48.9% 59,881 $15.2M
Wealthspire Advisors, LLC 0.15% Reduce -4.5% 59,393 $15.1M
Marion Wealth Management 3.74% Reduce -0.1% 55,548 $14.1M
Davis Investment Partners, LLC 5.89% Reduce -4.8% 54,526 $14.0M
First Horizon Advisors, Inc. 0.38% Reduce -0.5% 53,853 $13.7M
Captrust Financial Advisors 0.04% Add +10.1% 50,281 $12.8M
LMCG Investments, LLC 0.76% Reduce -0.3% 49,155 $12.5M
Allworth Financial LP 0.07% Reduce -2.2% 45,210 $12.3M
Commerce Bank 0.07% Add +4.0% 47,912 $12.2M
Arvest Investments, Inc. 1.91% Reduce -4.0% 47,193 $12.0M
Ascent Group, LLC 0.90% Reduce -1.1% 47,043 $11.9M
Compton Wealth Advisory Group, LLC 3.08% Add +19.1% 47,038 $11.9M
Steward Partners Investment Advisory, LLC 0.10% Add +2.5% 46,476 $11.8M
GHP Investment Advisors, Inc. 0.53% Reduce -0.2% 45,105 $11.4M
Advisory Alpha, LLC 0.41% Reduce -1.7% 44,883 $11.4M
Opes Wealth Management LLC 2.33% Add +0.4% 44,717 $11.3M
Highland Capital Management, LLC 0.64% Add +1.5% 44,261 $11.2M
Independent Financial Group, LLC 0.37% Add +4.1% 44,183 $11.2M
Aprio Wealth Management, LLC 1.63% Add +14.2% 44,104 $11.2M
Blair William & Co. 0.03% Add +2.4% 43,291 $11.0M
Robertson Stephens Wealth Management, LLC 0.39% Reduce -3.5% 43,268 $11.0M
Strategic Investment Advisors / MI 1.15% Add +7.4% 42,618 $10.8M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -1.1% 42,094 $10.7M
D.A. Davidson & Co. 0.09% Add +1.8% 41,728 $10.6M
Comerica Bank 0.04% Reduce -7.4% 41,651 $10.6M

"% 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 979 holders