Vngrd Mrgstr LRG-Cap ETF-UsdVVETF

13F holders, Q1 2024 (March 31)
1,044holders
2famous investors
$239.56avg. 13F price*

At the end of Q1 2024, 1,044 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings. The largest holders were Jones Financial Companies LLLP ($4.0B), Creative Planning ($3.1B) and National Mutual Insurance Federation of Agricultural Cooperatives ($1.6B). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Vngrd Mrgstr LRG-Cap ETF-Usd
Filed as
VANGUARD INDEX FDS (Q1 2024)
CUSIP
922908637
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions72$569.8M
Exits59$93.9M

Ownership 1,044 holders

Jones Financial Companies LLLP 5.49% Add +0.9% 16,809,204 $4.0B
Creative Planning 3.41% Reduce -1.3% 12,831,108 $3.1B
National Mutual Insurance Federation of Agricultural Cooperatives 16.58% No change 6,543,317 $1.6B
Vanguard Group Inc. 0.02% Add +4.1% 3,191,982 $765.3M
Bank of America Corp. 0.08% Add +0.3% 3,175,210 $761.3M
Morgan Stanley 0.05% Add +0.4% 2,660,953 $638.0M
Northwestern Mutual Wealth Management Co. 0.62% Reduce -1.1% 2,500,675 $599.6M
PNC Financial Services Group, Inc. 0.36% Add +1.6% 2,132,290 $511.2M
UBS Group AG 0.17% Reduce -0.3% 2,132,149 $511.2M
FMR LLC 0.03% Reduce -1.3% 1,651,588 $396.0M
Charles Schwab Investment Management Inc. 0.08% Add +157.7% 1,466,699 $351.7M
Johnson Financial Group, LLC 42.48% Add +4.5% 1,403,922 $336.6M
Envestnet Asset Management Inc. 0.12% Reduce -5.4% 1,361,687 $326.5M
Wells Fargo & Company 0.08% Add +1.7% 1,251,380 $300.0M
Axxcess Wealth Management, LLC 7.54% Reduce -0.7% 1,108,311 $265.7M
Capital Asset Advisory Services LLC 15.08% Reduce -0.8% 1,106,132 $263.3M
Tiaa Trust, National Association 0.78% Add +122.8% 1,069,270 $256.4M
Balentine LLC 7.46% New 1,043,016 $250.1M
Moneta Group Investment Advisors LLC 4.00% Add +3.3% 1,023,491 $245.4M
Pathstone Holdings, LLC 0.99% Reduce -3.2% 878,878 $210.7M
Wealthfront Advisers LLC 0.72% Reduce -2.5% 855,397 $205.1M
Ameriprise Financial Inc. 0.05% Reduce -4.3% 777,970 $186.7M
Royal Bank of Canada 0.04% Reduce -3.1% 696,392 $167.0M
Wealthquest Corp 17.88% Reduce -7.3% 696,075 $166.9M
LPL Financial LLC 0.09% Add +2.7% 689,312 $165.3M
Cresset Asset Management, LLC 0.75% Add +3.9% 639,058 $153.2M
JFG Wealth Management, LLC 40.88% Add +5.9% 635,753 $152.4M
Voya Financial Advisors, Inc. 15.95% Add +0.7% 581,122 $139.7M
Bleakley Financial Group, LLC 4.04% Add +3.2% 581,897 $139.5M
Simplicity Wealth,LLC 3.32% New 581,891 $139.5M
Raymond James Financial Services Advisors, Inc. 0.19% Reduce -1.2% 547,281 $131.2M
Samlyn Capital, LLC 2.21% Reduce -47.9% 529,766 $127.0M
Coldstream Capital Management Inc. 3.12% Reduce -3.6% 512,488 $122.9M
Signaturefd, LLC 2.37% Reduce -1.8% 467,799 $112.2M
Wealthspire Advisors, LLC 1.42% Reduce -3.8% 443,427 $106.3M
Millburn Ridgefield LLC 2.89% No change 435,581 $104.4M
Catalyst Capital Advisors LLC 2.51% No change 435,581 $104.4M
Garde Capital, Inc. 7.28% Add +0.0% 434,221 $104.1M
Mariner, LLC 0.21% Add +12.6% 418,465 $100.3M
Commonwealth Equity Services, LLC 0.16% Reduce -0.6% 402,390 $96.5M
James J. Burns & Company, LLC 33.48% Reduce -27.4% 402,504 $95.9M
GeoWealth Management, LLC 3.69% New 397,398 $95.3M
Cetera Investment Advisers 0.22% Add +3158.9% 391,693 $93.9M
Ballentine Partners, LLC 1.78% Reduce -1.1% 390,446 $93.6M
Heartwood Wealth Advisors LLC 11.19% Reduce -7.8% 379,080 $90.9M
Focus Partners Wealth 0.73% Add +0.5% 376,502 $90.3M
Osaic Holdings, Inc. 0.20% Reduce -10.5% 373,237 $89.5M
Goldman Sachs Group Inc. 0.02% Add +14.0% 371,167 $89.0M
Baltimore-Washington Financial Advisors, Inc. 5.55% Add +1.6% 364,706 $87.4M
Fifth Third Bancorp 0.31% Reduce -1.9% 331,373 $79.4M
Pittenger & Anderson Inc. 2.99% Add +6.8% 307,438 $73.7M
MilWealth Group LLC 23.45% Reduce -4.0% 306,943 $73.6M
Agf Management Ltd. 0.39% Add +0.4% 294,312 $70.6M
Equitable Holdings, Inc. 0.79% Reduce -3.0% 290,769 $69.7M
MML Investors Services, LLC 0.28% Add +0.8% 281,486 $67.5M
Transamerica Financial Advisors, LLC 6.59% Add +4.9% 270,041 $64.7M
Truepoint, Inc. 1.78% Reduce -6.3% 261,872 $62.8M
Juncture Wealth Strategies, LLC 25.66% Add +30.3% 248,719 $59.6M
Trust Point Inc. 4.50% Reduce -3.6% 238,824 $57.3M
Captrust Financial Advisors 0.20% Add +80.8% 232,145 $55.7M
Parallel Advisors, LLC 1.48% Reduce -1.7% 227,315 $54.5M
Jaffetilchin Investment Partners, LLC 4.24% Add +0.3% 197,332 $47.3M
Addis & Hill, Inc 35.95% Reduce -1.2% 176,735 $42.1M
JMG Financial Group, Ltd. 1.58% Reduce -4.1% 172,335 $41.3M
&partners 5.68% Add +122.6% 172,194 $41.2M
Empowered Funds, LLC 0.74% New 171,149 $41.0M
Plante Moran Financial Advisors, LLC 4.29% Reduce -1.6% 166,576 $39.9M
JPMorgan Chase & Co. 0.00% Reduce -11.5% 162,448 $38.9M
Acropolis Investment Management, LLC 2.55% Reduce -4.5% 162,268 $38.9M
Mercer Global Advisors Inc. 0.11% Add +100.0% 159,964 $38.4M
Badgley Phelps Wealth Managers, LLC 0.95% Add +2.5% 157,705 $37.8M
Wealth Enhancement Advisory Services, LLC 0.10% Add +32.0% 154,466 $37.0M
Cambridge Investment Research Advisors, Inc. 0.14% Add +1.4% 153,635 $36.8M
Comerica Bank 0.16% Reduce -8.0% 153,537 $36.8M
Baker Avenue Asset Management, LP 1.40% Reduce -1.2% 151,436 $36.3M
Kathmere Capital Management, LLC 3.86% Add +1.3% 140,711 $33.7M
Pure Financial Advisors, LLC 1.04% Reduce -3.0% 138,411 $33.2M
Hurlow Wealth Management Group, Inc. 11.25% Reduce -0.2% 132,949 $31.9M
Sunflower Bank, N.A. 7.10% Reduce -2.8% 131,585 $31.5M
Syntrinsic LLC 10.06% Add +1.5% 125,629 $30.0M
QRG Capital Management, Inc. 0.37% Add +20.4% 121,243 $29.1M
Woodard & Co. Asset Management Group Inc. 7.44% Reduce -2.8% 116,274 $27.9M
Raymond James & Associates 0.02% Reduce -1.4% 114,563 $27.5M
Sage Financial Group Inc. 2.42% Add +1.7% 112,293 $26.9M
Ieq Capital, LLC 0.38% Reduce -0.2% 111,531 $26.7M
HighTower Advisors, LLC 0.04% Reduce -38.6% 110,865 $26.6M
Rockefeller Capital Management L.P. 0.08% Reduce -0.7% 109,274 $26.2M
Latigo Investments, LLC 13.39% Add +0.3% 108,982 $26.1M
Leavell Investment Management, Inc. 1.51% Add +0.8% 108,817 $26.1M
McIlrath & Eck, LLC 4.05% Add +17.9% 106,559 $25.5M
Haverford Trust Co 0.26% Add +13.9% 105,504 $25.3M
Corient Private Wealth LP 0.04% Add +0.1% 103,736 $24.9M
Cerity Partners LLC 0.07% Reduce -5.8% 103,937 $24.6M
Wade Financial Advisory, Inc 8.80% Reduce -0.9% 100,657 $24.1M
Moller Wealth Partners 6.43% Reduce -4.1% 98,945 $23.7M
Bank of New York Mellon Corp 0.00% Add +24.5% 94,980 $22.8M
Verus Financial Partners, Inc. 2.60% Reduce -1.3% 92,474 $22.2M
TD Capital Management LLC 2.31% Reduce -1.5% 90,243 $21.6M
Beacon Capital Management, LLC 4.42% Reduce -5.1% 89,833 $21.5M
Franklin Resources Inc. 0.01% No change 88,960 $21.3M

"% of holder's portfolio" is VV's weight in each manager's 13F, not the share of Vngrd Mrgstr LRG-Cap ETF-Usd the manager owns.

Show all 1,044 holders