Vngrd Mrngstr MC GRW ETF-UsdVOTETF

13F holders, Q1 2025 (March 31)
979holders
70new positions
68sold out
6famous investors
$244.59avg. 13F price*

At the end of Q1 2025, 979 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings, unchanged from Q4 2024. 70 opened new positions and 68 sold out. The largest holders were Royal Bank of Canada ($741.6M), Morgan Stanley ($678.3M) and Assetmark, Inc. ($582.9M). 6 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 Mrngstr MC GRW ETF-Usd
Filed as
VANGUARD INDEX FDS (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions70$117.4M
Exits68$134.5M

All 13F filers, Q4 2024 → Q1 2025: 2,149,363 shares bought and 2,131,482 shares sold, net +17,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 979 holders

Royal Bank of Canada 0.17% Add +5.5% 3,031,495 $741.6M
Morgan Stanley 0.05% Add +2.1% 2,772,686 $678.3M
Assetmark, Inc. 1.60% Add +4.1% 2,382,483 $582.9M
Bank of America Corp. 0.04% Add +15.0% 2,027,621 $496.0M
Wells Fargo & Company 0.08% Add +3.7% 1,425,957 $348.8M
PNC Financial Services Group, Inc. 0.15% Reduce -1.4% 1,133,258 $277.2M
UBS Group AG 0.06% Reduce -3.1% 1,120,979 $274.2M
EP Wealth Advisors, LLC 2.08% Add +13.4% 1,061,830 $259.8M
Truepoint, Inc. 6.79% Add +1.8% 1,022,956 $250.3M
Envestnet Asset Management Inc. 0.07% Reduce -2.6% 831,637 $203.5M
Tiaa Trust, National Association 0.57% Add +6.0% 751,425 $183.8M
Jones Financial Companies LLLP 0.16% Add +3.5% 723,604 $176.6M
LPL Financial LLC 0.06% Reduce -1.2% 674,157 $164.9M
Northwestern Mutual Wealth Management Co. 0.13% Add +12.3% 639,531 $156.5M
Moneta Group Investment Advisors LLC 1.68% Add +7.3% 497,435 $121.7M
Stifel Financial Corp. 0.12% Add +0.4% 458,410 $112.1M
Rockefeller Capital Management L.P. 0.26% Reduce -8.0% 427,895 $104.7M
Commonwealth Equity Services, LLC 0.14% Add +0.8% 414,453 $101.4M
Raymond James Financial Inc. 0.03% Add +20.9% 371,700 $90.9M
Avior Wealth Management, LLC 3.34% Add +0.3% 359,851 $88.0M
Stephens Group Asset Management, LLC 6.86% Reduce -22.8% 347,816 $85.1M
Ameriprise Financial Inc. 0.02% Reduce -6.2% 320,663 $78.5M
Truist Financial Corp. 0.11% Reduce -2.6% 276,344 $67.6M
Waverly Advisors, LLC 0.79% Reduce -2.8% 266,358 $65.2M
FMR LLC 0.00% Add +3.2% 252,170 $61.7M
Cetera Investment Advisers 0.11% Add +17.4% 222,858 $54.5M
JPMorgan Chase & Co. 0.00% Reduce -0.2% 209,728 $51.3M
Orgel Wealth Management, LLC 1.32% Reduce -3.1% 207,994 $50.9M
Cerity Partners LLC 0.10% Add +0.6% 194,130 $47.5M
Equitable Holdings, Inc. 0.43% Add +16.9% 186,963 $45.7M
McAdam, LLC 2.74% Reduce -1.9% 181,127 $44.3M
Private Advisor Group, LLC 0.26% Add +1.2% 173,294 $42.4M
Wellington Management Group LLP 0.01% New 165,785 $40.6M
Trust Co 4.62% Reduce -0.5% 158,964 $38.9M
BNP Paribas Financial Markets 0.03% Reduce -4.2% 157,364 $38.5M
MML Investors Services, LLC 0.13% Reduce -1.3% 155,003 $37.9M
Mariner, LLC 0.06% Add +15.5% 154,958 $37.9M
1832 Asset Management L.P. 0.07% Add +4.9% 152,698 $37.4M
Wealth Enhancement Advisory Services, LLC 0.07% Add +2.4% 141,128 $34.5M
Creative Planning 0.03% Reduce -2.8% 138,513 $33.9M
Kwmg, LLC 3.28% Add +1.3% 131,694 $32.2M
Adventist Health System/ West 5.06% No change 131,150 $32.1M
NewEdge Advisors, LLC 0.18% Reduce -6.5% 124,678 $30.5M
Wilmington Savings Fund Society, FSB 0.54% Add +7.9% 117,276 $28.7M
Wealthspire Advisors, LLC 0.17% Add +95.2% 115,948 $28.4M
Osaic Holdings, Inc. 0.06% Reduce -59.2% 115,696 $28.3M
HighTower Advisors, LLC 0.04% Add +26.6% 112,614 $27.5M
WoodTrust Financial Corp 3.85% Add +1.5% 112,333 $27.5M
Cassaday & Co Wealth Management LLC 0.76% Add +0.7% 110,086 $26.9M
Roberts Financial Services LLC 5.09% Reduce -2.9% 107,045 $26.2M
Bragg Financial Advisors, Inc 1.04% Add +1.7% 103,003 $25.2M
Benjamin Edwards Inc. 0.35% Add +14.1% 101,195 $24.8M
US Bancorp \de 0.03% Add +16.5% 99,122 $24.3M
Praetorian Wealth Management, Inc. 5.82% Reduce -0.6% 97,533 $23.9M
Kestra Advisory Services, LLC 0.11% Add +0.7% 96,380 $23.6M
Bryn Mawr Trust Advisors, LLC 1.39% Add +5.0% 94,827 $23.2M
Rodgers & Associates, LTD 2.72% Add +0.8% 91,347 $22.3M
BHK Investment Advisors, LLC 9.23% Reduce -11.6% 89,220 $21.8M
Aire Advisors, LLC 4.49% Reduce -0.1% 87,191 $21.3M
Presilium Private Wealth, LLC 4.72% Add +24.7% 86,143 $21.1M
Natixis Advisors, LLC 0.04% Add +3.8% 82,699 $20.2M
Baird Financial Group, Inc. 0.04% Add +8.0% 82,042 $20.1M
Beacon Pointe Advisors, LLC 0.22% Add +1.2% 80,886 $19.8M
Dakota Wealth Management 0.46% Add +3.5% 79,805 $19.5M
Betterment LLC 0.05% Add +3.9% 79,768 $19.5M
Condor Capital Management 1.81% Reduce -6.7% 79,578 $19.5M
Clayton Financial Group LLC 7.13% Add +2.2% 79,528 $19.5M
Janney Montgomery Scott LLC 0.05% Reduce -12.6% 75,582 $18.5M
MAI Capital Management 0.13% Add +3.7% 72,666 $17.8M
Fifth Third Bancorp 0.07% Reduce -2.8% 71,658 $17.5M
Glenview Trust Co 0.33% Add +9.1% 69,103 $16.9M
Black Diamond Financial, LLC 2.45% Add +1.7% 66,589 $16.3M
Total Wealth Planning, LLC 2.39% Reduce -0.2% 63,860 $15.6M
Synovus Financial Corp. 0.19% Reduce -0.7% 59,468 $14.5M
Aprio Wealth Management, LLC 1.67% Add +23.2% 54,327 $13.3M
Eagle Strategies LLC 2.31% Add +94.9% 54,251 $13.3M
Marion Wealth Management 3.51% Reduce -3.4% 53,664 $13.1M
Opes Wealth Management LLC 2.52% Add +14.3% 51,095 $12.5M
First Horizon Advisors, Inc. 0.35% Reduce -5.3% 50,976 $12.5M
Davis Investment Partners, LLC 5.39% Reduce -5.1% 51,737 $12.2M
Ascent Group, LLC 0.50% Add +1.8% 47,897 $11.7M
Captrust Financial Advisors 0.03% Reduce -4.8% 47,851 $11.7M
LMCG Investments, LLC 0.78% Reduce -2.9% 47,754 $11.7M
Independent Financial Group, LLC 0.40% Add +7.8% 47,633 $11.7M
Commerce Bank 0.07% Reduce -0.8% 47,531 $11.6M
Steward Partners Investment Advisory, LLC 0.10% Add +1.3% 47,091 $11.5M
Strategic Investment Advisors / MI 1.22% Add +10.1% 46,938 $11.5M
Compton Wealth Advisory Group, LLC 3.15% Reduce -1.4% 46,396 $11.4M
&partners 0.12% Add +21.8% 46,347 $11.3M
GHP Investment Advisors, Inc. 0.53% Add +0.0% 45,106 $11.0M
Arvest Investments, Inc. 1.73% Reduce -4.8% 44,921 $11.0M
Allworth Financial LP 0.06% Reduce -1.3% 44,604 $10.9M
Robertson Stephens Wealth Management, LLC 0.41% Add +2.7% 44,453 $10.9M
Penserra Capital Management LLC 0.19% New 44,049 $10.8M
Highland Capital Management, LLC 0.64% Reduce -1.0% 43,829 $10.7M
Blair William & Co. 0.03% Add +0.3% 43,422 $10.6M
Payne Capital Management, LLC 4.42% Add +2.6% 42,416 $10.4M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -0.7% 41,807 $10.2M
Mercer Global Advisors Inc. 0.02% Add +7.3% 41,652 $10.1M
Advisory Alpha, LLC 0.34% Reduce -7.7% 41,439 $10.1M

"% 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 979 holders