Vngrd Mrgstr LRG-Cap ETF-UsdVVETF

13F holders, Q2 2024 (June 30)
1,043holders −1
69new positions
69sold out
2famous investors
$245.09avg. 13F price*

At the end of Q2 2024, 1,043 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, down 1 from Q1 2024. 69 opened new positions and 69 sold out. The largest holders were Jones Financial Companies LLLP ($4.3B), Creative Planning ($3.2B) and National Mutual Insurance Federation of Agricultural Cooperatives ($1.6B). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions69$229.5M
Exits69$119.0M

All 13F filers, Q1 2024 → Q2 2024: 5,734,293 shares bought and 2,544,028 shares sold, net +3,190,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,043 holders

Jones Financial Companies LLLP 4.95% Add +2.0% 17,148,012 $4.3B
Creative Planning 3.45% Add +1.0% 12,959,229 $3.2B
National Mutual Insurance Federation of Agricultural Cooperatives 16.29% No change 6,543,317 $1.6B
Vanguard Group Inc. 0.02% Add +3.9% 3,317,217 $828.0M
Bank of America Corp. 0.07% Reduce -2.7% 3,088,328 $770.9M
Morgan Stanley 0.05% Add +1.6% 2,703,432 $674.8M
Northwestern Mutual Wealth Management Co. 0.61% Reduce -1.1% 2,472,040 $617.1M
UBS Group AG 0.16% Add +0.2% 2,136,306 $533.3M
PNC Financial Services Group, Inc. 0.35% Reduce -0.1% 2,130,966 $531.9M
Charles Schwab Investment Management Inc. 0.08% Add +19.1% 1,746,195 $435.9M
FMR LLC 0.03% Reduce -0.8% 1,637,711 $408.8M
Johnson Financial Group, LLC 46.39% Add +1.2% 1,421,237 $354.8M
Envestnet Asset Management Inc. 0.12% Reduce -2.6% 1,326,117 $331.0M
Wells Fargo & Company 0.08% Add +0.8% 1,262,012 $315.0M
Capital Asset Advisory Services LLC 15.10% Reduce -1.3% 1,091,477 $278.4M
Axxcess Wealth Management, LLC 7.53% Reduce -0.1% 1,106,992 $276.3M
Tiaa Trust, National Association 0.82% Reduce -1.0% 1,058,898 $264.3M
Balentine LLC 11.75% Reduce -0.7% 1,035,817 $258.6M
Moneta Group Investment Advisors LLC 4.07% Reduce -0.3% 1,020,772 $254.8M
Wealthfront Advisers LLC 0.73% Add +1.7% 869,582 $217.1M
Pathstone Holdings, LLC 0.96% Reduce -3.4% 848,634 $211.8M
Ameriprise Financial Inc. 0.05% Add +2.0% 793,619 $198.1M
LPL Financial LLC 0.10% Add +12.5% 775,774 $193.6M
Focus Partners Wealth 0.64% Add +101.8% 759,692 $189.6M
Royal Bank of Canada 0.04% Add +1.0% 703,640 $175.6M
Wealthquest Corp 17.97% Reduce -90.3% 67,367 $168.6M
JFG Wealth Management, LLC 46.66% Add +3.3% 656,434 $163.9M
Cresset Asset Management, LLC 0.67% Reduce -2.1% 625,830 $156.7M
Bleakley Financial Group, LLC 4.34% Add +3.5% 602,085 $150.3M
Simplicity Wealth,LLC 3.40% Add +3.5% 602,079 $150.3M
Voya Financial Advisors, Inc. 16.56% Add +0.1% 582,015 $146.5M
James J. Burns & Company, LLC 27.70% Add +40.2% 564,217 $140.8M
Raymond James Financial Services Advisors, Inc. 0.20% Add +0.5% 550,081 $137.3M
Coldstream Capital Management Inc. 3.04% Reduce -2.4% 500,028 $124.8M
Signaturefd, LLC 2.28% Reduce -3.8% 450,085 $112.4M
Mariner, LLC 0.21% Add +5.4% 440,897 $110.1M
Wealthspire Advisors, LLC 1.41% Reduce -0.7% 440,264 $109.9M
Millburn Ridgefield LLC 2.90% No change 435,581 $108.7M
Catalyst Capital Advisors LLC 2.51% No change 435,581 $108.7M
Garde Capital, Inc. 7.52% Reduce -0.1% 433,907 $108.3M
Mason & Associates, LLC 33.95% New 414,319 $103.4M
GeoWealth Management, LLC 4.46% Add +3.4% 411,009 $102.6M
Commonwealth Equity Services, LLC 0.16% Add +0.5% 404,423 $101.0M
Ballentine Partners, LLC 1.80% Add +0.0% 390,616 $97.5M
Heartwood Wealth Advisors LLC 11.40% Add +0.8% 382,041 $95.4M
Cetera Investment Advisers 0.22% Reduce -4.0% 376,215 $93.9M
Baltimore-Washington Financial Advisors, Inc. 5.50% Add +2.6% 374,204 $93.4M
Osaic Holdings, Inc. 0.20% Reduce -10.7% 333,504 $83.3M
Fifth Third Bancorp 0.32% Add +0.2% 332,072 $82.9M
Pittenger & Anderson Inc. 3.24% Add +2.7% 315,812 $78.8M
MilWealth Group LLC 23.81% Reduce -1.5% 302,375 $75.5M
Equitable Holdings, Inc. 0.76% Add +0.0% 290,806 $72.6M
Goldman Sachs Group Inc. 0.01% Reduce -21.9% 290,022 $72.4M
Agf Management Ltd. 0.40% Reduce -2.6% 286,567 $71.5M
MML Investors Services, LLC 0.28% Reduce -0.0% 281,368 $70.2M
Transamerica Financial Advisors, LLC 7.20% No change 270,041 $67.4M
Juncture Wealth Strategies, LLC 26.79% Add +3.0% 256,131 $63.9M
Truepoint, Inc. 1.82% Reduce -2.5% 255,381 $63.7M
Trust Point Inc. 4.86% Add +1.7% 242,878 $60.6M
Oak Hill Wealth Advisors, LLC 17.91% — 236,699 $59.1M
Captrust Financial Advisors 0.19% Reduce -0.7% 230,444 $57.5M
Parallel Advisors, LLC 1.45% Reduce -0.2% 226,775 $56.6M
Wealth Enhancement Advisory Services, LLC 0.12% Add +32.5% 204,620 $51.1M
Jaffetilchin Investment Partners, LLC 4.21% Add +0.1% 197,468 $49.3M
Addis & Hill, Inc 37.33% Add +0.5% 177,607 $44.8M
JPMorgan Chase & Co. 0.00% Add +6.4% 172,786 $43.1M
JMG Financial Group, Ltd. 1.59% Reduce -0.7% 171,114 $42.7M
Sunflower Bank, N.A. 10.02% Add +29.3% 170,083 $42.5M
Plante Moran Financial Advisors, LLC 4.17% Add +0.4% 167,279 $41.8M
Badgley Phelps Wealth Managers, LLC 0.98% Add +0.2% 157,981 $39.6M
Acropolis Investment Management, LLC 2.49% Reduce -2.7% 157,848 $39.4M
Baker Avenue Asset Management, LP 1.34% Add +3.6% 156,933 $39.2M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -3.0% 149,087 $37.2M
Kathmere Capital Management, LLC 3.81% Add +2.2% 143,846 $35.9M
Comerica Bank 0.15% Reduce -7.3% 142,269 $35.5M
Pure Financial Advisors, LLC 0.93% Reduce -3.1% 134,049 $33.5M
Hurlow Wealth Management Group, Inc. 11.44% Add +0.4% 133,465 $33.3M
QRG Capital Management, Inc. 0.39% Add +9.3% 132,580 $33.1M
&partners 1.43% Reduce -24.2% 130,462 $32.6M
Corient Private Wealth LP 0.06% Add +23.0% 127,578 $31.8M
Syntrinsic LLC 10.45% Add +0.8% 126,593 $31.5M
Woodard & Co. Asset Management Group Inc. 7.77% Add +7.2% 124,691 $31.1M
Haverford Trust Co 0.33% Add +17.8% 124,314 $31.0M
McIlrath & Eck, LLC 4.32% Add +9.3% 116,489 $29.1M
HighTower Advisors, LLC 0.04% Add +1.9% 112,974 $28.2M
Mercer Global Advisors Inc. 0.08% Reduce -29.6% 112,544 $28.1M
Sage Financial Group Inc. 2.43% Add +0.1% 112,435 $28.1M
Ieq Capital, LLC 0.37% Reduce -1.2% 110,148 $27.5M
Cerity Partners LLC 0.07% Add +4.9% 108,990 $27.2M
Latigo Investments, LLC 13.93% No change 108,982 $27.2M
Raymond James & Associates 0.02% Reduce -5.7% 108,020 $27.0M
Leavell Investment Management, Inc. 1.48% Reduce -1.5% 107,171 $26.8M
Rockefeller Capital Management L.P. 0.08% Reduce -2.5% 106,564 $26.6M
Wade Financial Advisory, Inc 8.92% Reduce -1.4% 99,255 $24.8M
Moller Wealth Partners 6.26% Reduce -5.1% 93,932 $23.4M
Bank of New York Mellon Corp 0.00% Reduce -1.1% 93,931 $23.4M
Madison Asset Management, LLC 0.29% Add +96.6% 94,429 $23.1M
Franklin Resources Inc. 0.01% Add +0.3% 89,252 $22.3M
TD Capital Management LLC 2.33% Reduce -1.2% 89,199 $22.3M
Choreo, LLC 0.37% Add +1.6% 88,696 $22.2M

"% 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 1,043 holders