Vngrd Mrngstr MC GRW ETF-UsdVOTETF

13F holders, Q2 2025 (June 30)
1,013holders +34
86new positions
56sold out
6famous investors
$284.00avg. 13F price*

At the end of Q2 2025, 1,013 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings, up 34 from Q1 2025. 86 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($812.4M), Assetmark, Inc. ($699.1M) and Royal Bank of Canada ($599.6M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vngrd Mrngstr MC GRW ETF-Usd
Filed as
VANGUARD INDEX FDS (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions86$73.0M
Exits56$72.3M

All 13F filers, Q1 2025 → Q2 2025: 2,072,343 shares bought and 2,653,697 shares sold, net −581,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,013 holders

Morgan Stanley 0.05% Add +3.0% 2,856,608 $812.4M
Assetmark, Inc. 1.65% Add +3.2% 2,458,167 $699.1M
Royal Bank of Canada 0.12% Reduce -30.4% 2,108,493 $599.6M
Bank of America Corp. 0.05% Reduce -1.3% 2,001,939 $569.3M
Wells Fargo & Company 0.09% Add +4.7% 1,492,450 $424.4M
EP Wealth Advisors, LLC 2.30% Add +15.8% 1,229,552 $349.7M
UBS Group AG 0.07% Add +1.4% 1,136,980 $323.3M
PNC Financial Services Group, Inc. 0.20% Reduce -3.0% 1,098,715 $312.5M
Truepoint, Inc. 7.34% Add +1.3% 1,036,103 $294.7M
Jones Financial Companies LLLP 0.16% Add +6.1% 767,631 $216.8M
LPL Financial LLC 0.07% Add +10.3% 743,504 $211.4M
Northwestern Mutual Wealth Management Co. 0.15% Add +12.0% 716,101 $203.7M
Tiaa Trust, National Association 0.48% Reduce -13.0% 653,635 $185.9M
Envestnet Asset Management Inc. 0.05% Reduce -23.4% 637,002 $181.1M
Moneta Group Investment Advisors LLC 2.02% Add +20.1% 597,195 $169.8M
Stifel Financial Corp. 0.13% Add +1.5% 465,109 $132.3M
Rockefeller Capital Management L.P. 0.25% Reduce -6.1% 401,601 $114.2M
Commonwealth Equity Services, LLC 0.15% Reduce -5.4% 392,190 $111.5M
Raymond James Financial Inc. 0.04% Add +5.2% 391,079 $111.2M
Stephens Group Asset Management, LLC 7.78% Add +9.3% 380,178 $108.1M
Avior Wealth Management, LLC 3.50% Reduce -1.0% 356,256 $101.3M
Osaic Holdings, Inc. 0.16% Add +191.2% 336,851 $88.5M
Ameriprise Financial Inc. 0.02% Reduce -8.2% 294,253 $83.6M
Truist Financial Corp. 0.11% Reduce -6.8% 257,550 $73.2M
Waverly Advisors, LLC 0.80% Reduce -3.3% 257,449 $73.2M
FMR LLC 0.00% Add +0.2% 252,660 $71.9M
Orgel Wealth Management, LLC 1.52% Add +6.3% 221,110 $62.9M
McAdam, LLC 2.90% Add +2.9% 186,310 $53.0M
Equitable Holdings, Inc. 0.42% Reduce -3.4% 180,588 $51.4M
Private Advisor Group, LLC 0.27% Add +2.0% 176,802 $50.3M
BNP Paribas Financial Markets 0.04% Add +10.1% 173,203 $49.3M
Cetera Investment Advisers 0.08% Reduce -25.8% 165,395 $47.0M
JPMorgan Chase & Co. 0.00% Reduce -24.1% 159,128 $45.3M
Mariner, LLC 0.06% Reduce -0.6% 153,983 $43.8M
MML Investors Services, LLC 0.12% Reduce -2.3% 151,479 $43.1M
Trust Co 4.79% Reduce -6.2% 149,104 $42.4M
1832 Asset Management L.P. 0.07% Reduce -3.6% 147,242 $41.9M
Wealth Enhancement Advisory Services, LLC 0.07% Add +3.3% 145,843 $41.8M
Kestra Advisory Services, LLC 0.19% Add +40.7% 135,595 $38.6M
Creative Planning 0.03% Reduce -3.4% 133,845 $38.1M
Kwmg, LLC 3.57% Add +1.6% 133,762 $38.0M
Wilmington Savings Fund Society, FSB 0.67% Add +12.7% 132,183 $37.6M
Adventist Health System/ West 5.54% No change 131,150 $37.3M
NewEdge Advisors, LLC 0.19% Add +2.8% 128,162 $36.4M
HighTower Advisors, LLC 0.05% Add +12.3% 126,470 $36.0M
US Bancorp \de 0.04% Add +15.3% 114,342 $32.5M
World Investment Advisors 0.72% Add +634.2% 111,205 $31.6M
Cassaday & Co Wealth Management LLC 0.76% Reduce -3.3% 106,479 $30.3M
Bragg Financial Advisors, Inc 1.06% Add +0.9% 103,948 $29.6M
Benjamin Edwards Inc. 0.37% Add +2.3% 103,550 $29.4M
Wealthspire Advisors, LLC 0.16% Reduce -11.5% 102,622 $29.2M
Bryn Mawr Trust Advisors, LLC 1.57% Add +6.7% 101,136 $28.8M
Rodgers & Associates, LTD 2.96% Add +3.5% 94,583 $26.9M
BHK Investment Advisors, LLC 9.85% Reduce -0.8% 88,460 $25.2M
Aire Advisors, LLC 4.75% Reduce -1.2% 86,168 $24.5M
Dakota Wealth Management 0.51% Add +7.4% 85,688 $24.4M
Presilium Private Wealth, LLC 4.94% Reduce -1.4% 84,976 $24.2M
Natixis Advisors, LLC 0.04% Add +1.5% 83,918 $23.9M
Beacon Pointe Advisors, LLC 0.25% Add +2.7% 83,087 $23.6M
Betterment LLC 0.05% Add +4.0% 82,993 $23.6M
Praetorian Wealth Management, Inc. 5.37% Reduce -15.9% 82,059 $23.3M
Condor Capital Management 1.94% Reduce -1.0% 78,802 $22.4M
Glenview Trust Co 0.38% Add +12.1% 77,444 $22.0M
Baird Financial Group, Inc. 0.04% Reduce -7.0% 76,286 $21.7M
MAI Capital Management 0.15% Add +3.5% 75,190 $21.4M
Cary Street Partners Financial LLC 0.57% Add +130.3% 71,789 $20.4M
Cwm, LLC 0.07% Add +76.7% 70,442 $20.0M
Systelligence, LLC 3.69% New 70,209 $20.0M
Total Wealth Planning, LLC 2.34% Add +2.0% 65,148 $18.5M
Janney Montgomery Scott LLC 0.05% Reduce -14.2% 64,825 $18.4M
Belpointe Asset Management LLC 0.72% Add +466.6% 60,970 $17.3M
Black Diamond Financial, LLC 2.64% Reduce -10.3% 59,732 $17.0M
&partners 0.13% Add +27.0% 58,862 $16.7M
Synovus Financial Corp. 0.20% Reduce -2.4% 58,045 $16.5M
Roberts Financial Services LLC 5.68% Reduce -45.9% 57,917 $16.5M
Blair William & Co. 0.04% Add +29.7% 56,314 $16.0M
Eagle Strategies LLC 2.43% Add +3.2% 55,972 $15.9M
Marion Wealth Management 3.93% Add +2.9% 55,201 $15.7M
Opes Wealth Management LLC 2.72% Add +5.6% 53,940 $15.3M
Strategic Investment Advisors / MI 1.42% Add +9.3% 51,291 $14.6M
Wellington Management Group LLP 0.00% Reduce -69.4% 50,692 $14.4M
Davis Investment Partners, LLC 5.11% Reduce -2.4% 50,482 $14.3M
Independent Financial Group, LLC 0.38% Add +2.7% 48,922 $13.9M
Avantax Planning Partners, Inc. 0.44% Add +64.2% 48,897 $13.9M
Steward Partners Investment Advisory, LLC 0.11% Add +1.3% 47,707 $13.6M
First Horizon Advisors, Inc. 0.35% Reduce -6.5% 47,677 $13.6M
Captrust Financial Advisors 0.03% Reduce -1.5% 47,151 $13.4M
Commerce Bank 0.08% Reduce -1.0% 47,037 $13.4M
Compton Wealth Advisory Group, LLC 3.38% Add +1.1% 46,921 $13.3M
LMCG Investments, LLC 0.82% Reduce -3.1% 46,270 $13.2M
Allworth Financial LP 0.06% Add +1.7% 45,382 $12.9M
SWAN Capital LLC 5.58% Add +81.6% 45,147 $12.8M
Robertson Stephens Wealth Management, LLC 0.44% Add +0.9% 44,857 $12.8M
GHP Investment Advisors, Inc. 0.56% Reduce -0.9% 44,680 $12.7M
Arvest Investments, Inc. 1.89% Reduce -1.8% 44,118 $12.5M
Cambridge Investment Research Advisors, Inc. 0.04% Add +4.2% 43,565 $12.4M
Highland Capital Management, LLC 0.67% Reduce -0.8% 43,489 $12.4M
Advisory Alpha, LLC 0.38% Add +3.6% 42,933 $12.2M
Fifth Third Bancorp 0.04% Reduce -40.9% 42,389 $12.1M
Payne Capital Management, LLC 4.63% Reduce -0.3% 42,288 $12.0M

"% 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 1,013 holders