Vngrd Mrgstr LRG-Cap ETF-UsdVVETF

13F holders, Q3 2024 (September 30)
1,100holders +57
88new positions
30sold out
5famous investors
$263.00avg. 13F price*

At the end of Q3 2024, 1,100 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, up 57 from Q2 2024. 88 opened new positions and 30 sold out. The largest holders were Jones Financial Companies LLLP ($4.6B), Creative Planning ($3.4B) and National Mutual Insurance Federation of Agricultural Cooperatives ($1.7B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 (Q3 2024)
CUSIP
922908637
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions88$82.0M
Exits30$164.9M

All 13F filers, Q2 2024 → Q3 2024: 3,746,029 shares bought and 4,391,768 shares sold, net −645,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,100 holders

Jones Financial Companies LLLP 4.68% Add +1.4% 17,391,682 $4.6B
Creative Planning 3.35% Reduce -0.9% 12,839,996 $3.4B
National Mutual Insurance Federation of Agricultural Cooperatives 15.49% No change 6,543,317 $1.7B
Vanguard Group Inc. 0.02% Add +3.0% 3,418,518 $900.1M
Bank of America Corp. 0.07% Add +0.7% 3,110,850 $819.1M
Charles Schwab Investment Management Inc. 0.15% Add +65.8% 2,895,551 $762.4M
Morgan Stanley 0.05% Add +0.4% 2,713,081 $714.3M
Northwestern Mutual Wealth Management Co. 0.61% Add +6.1% 2,623,478 $690.7M
UBS Group AG 0.16% Add +3.4% 2,209,110 $581.6M
PNC Financial Services Group, Inc. 0.36% Reduce -0.3% 2,124,373 $559.3M
FMR LLC 0.03% Reduce -0.9% 1,622,670 $427.2M
Johnson Financial Group, LLC 46.39% Add +2.0% 1,449,565 $381.7M
Envestnet Asset Management Inc. 0.11% Reduce -1.0% 1,312,975 $345.7M
Wells Fargo & Company 0.08% Reduce -2.0% 1,237,256 $325.8M
Balentine LLC 12.75% Add +18.7% 1,229,413 $323.7M
Axxcess Wealth Management, LLC 7.28% Reduce -1.1% 1,094,649 $288.2M
Capital Asset Advisory Services LLC 14.40% Add +0.2% 1,093,878 $287.8M
Tiaa Trust, National Association 0.84% Add +0.5% 1,064,514 $280.3M
Moneta Group Investment Advisors LLC 3.98% Add +1.9% 1,039,824 $273.8M
Pathstone Holdings, LLC 0.99% Reduce -0.6% 843,218 $222.0M
Wealthfront Advisers LLC 0.67% Reduce -4.6% 829,768 $218.5M
Ameriprise Financial Inc. 0.05% Add +1.1% 802,041 $211.1M
LPL Financial LLC 0.09% Reduce -0.3% 773,827 $203.7M
Royal Bank of Canada 0.04% Add +8.7% 765,116 $201.4M
Wealthquest Corp 16.40% Add +959.3% 713,607 $186.2M
JFG Wealth Management, LLC 45.44% Reduce -4.2% 629,138 $165.6M
Cresset Asset Management, LLC 0.63% Reduce -2.3% 611,217 $161.4M
Bleakley Financial Group, LLC 4.81% Reduce -0.6% 598,778 $157.7M
Voya Financial Advisors, Inc. 16.42% Reduce -0.2% 580,719 $152.2M
Raymond James Financial Services Advisors, Inc. 0.20% Add +1.9% 560,389 $147.5M
James J. Burns & Company, LLC 26.30% Reduce -2.1% 552,146 $145.4M
Coldstream Capital Management Inc. 2.79% Reduce -2.0% 489,858 $129.0M
Mariner, LLC 0.22% Add +4.5% 460,630 $121.3M
Wealthspire Advisors, LLC 1.18% Add +0.1% 440,626 $116.0M
Signaturefd, LLC 2.21% Reduce -2.3% 439,657 $115.8M
Garde Capital, Inc. 7.47% Reduce -0.5% 431,656 $113.7M
GeoWealth Management, LLC 3.99% Add +4.4% 429,065 $113.0M
Mason & Associates, LLC 33.36% Reduce -0.0% 414,162 $109.0M
Millburn Ridgefield LLC 2.83% Reduce -5.8% 410,501 $108.1M
Catalyst Capital Advisors LLC 2.44% Reduce -5.8% 410,501 $108.1M
Focus Partners Wealth 0.34% Reduce -46.3% 408,034 $107.4M
Commonwealth Equity Services, LLC 0.16% Reduce -0.0% 404,401 $106.5M
Ballentine Partners, LLC 1.75% Reduce -0.5% 388,526 $102.3M
Heartwood Wealth Advisors LLC 11.21% Add +0.7% 384,725 $101.3M
Baltimore-Washington Financial Advisors, Inc. 5.42% Add +1.1% 378,219 $99.6M
Cetera Investment Advisers 0.21% Reduce -4.0% 361,115 $95.1M
Osaic Holdings, Inc. 0.19% Reduce -3.3% 322,468 $84.9M
Pittenger & Anderson Inc. 3.17% Add +1.7% 321,120 $84.5M
Equitable Holdings, Inc. 0.82% Add +10.4% 320,975 $84.5M
Fifth Third Bancorp 0.30% Reduce -5.3% 314,495 $82.8M
MilWealth Group LLC 23.51% Add +0.7% 304,480 $80.2M
MML Investors Services, LLC 0.28% Add +4.7% 294,629 $77.6M
Agf Management Ltd. 0.38% Reduce -0.2% 285,871 $75.3M
Goldman Sachs Group Inc. 0.01% Reduce -6.3% 271,604 $71.5M
Juncture Wealth Strategies, LLC 26.46% Add +1.3% 259,522 $68.3M
Transamerica Financial Advisors, LLC 6.52% Reduce -6.0% 253,950 $66.9M
Truepoint, Inc. 1.78% Reduce -1.6% 251,316 $66.2M
Trust Point Inc. 4.59% Reduce -4.4% 232,172 $61.1M
Captrust Financial Advisors 0.18% Reduce -0.1% 230,260 $60.6M
Parallel Advisors, LLC 1.41% Add +0.1% 227,080 $59.8M
Jaffetilchin Investment Partners, LLC 3.98% Add +0.7% 198,930 $52.4M
Wealth Enhancement Advisory Services, LLC 0.11% Reduce -8.7% 186,862 $49.2M
JPMorgan Chase & Co. 0.00% Add +4.7% 180,853 $47.6M
Baker Avenue Asset Management, LP 1.48% Add +12.8% 176,942 $46.6M
Addis & Hill, Inc 35.63% Reduce -0.5% 176,679 $46.5M
Sunflower Bank, N.A. 12.71% Add +3.5% 176,127 $46.4M
Plante Moran Financial Advisors, LLC 3.73% Reduce -0.6% 166,289 $43.8M
JMG Financial Group, Ltd. 1.48% Reduce -3.8% 164,677 $43.4M
Badgley Phelps Wealth Managers, LLC 0.98% Add +1.3% 160,004 $42.3M
Acropolis Investment Management, LLC 2.40% Reduce -2.8% 153,364 $40.4M
Kathmere Capital Management, LLC 3.70% Add +4.1% 149,780 $39.4M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -0.1% 148,952 $39.2M
QRG Capital Management, Inc. 0.41% Add +9.2% 144,821 $38.1M
Hurlow Wealth Management Group, Inc. 11.49% Add +4.8% 139,903 $36.8M
Comerica Bank 0.14% Reduce -3.8% 136,820 $36.0M
Corient Private Wealth LP 0.06% Add +11.3% 141,986 $35.6M
Haverford Trust Co 0.35% Add +8.7% 135,100 $35.6M
McIlrath & Eck, LLC 4.50% Add +13.9% 132,713 $34.9M
Pure Financial Advisors, LLC 0.79% Reduce -6.8% 124,954 $32.9M
Syntrinsic LLC 10.75% Reduce -2.7% 123,145 $32.3M
HighTower Advisors, LLC 0.05% Add +4.7% 118,279 $31.1M
Raymond James & Associates 0.02% Add +5.3% 113,791 $30.0M
Woodard & Co. Asset Management Group Inc. 6.64% Reduce -10.0% 112,216 $29.5M
Sage Financial Group Inc. 2.41% Reduce -0.2% 112,182 $29.5M
Latigo Investments, LLC 14.01% No change 108,982 $28.7M
Ieq Capital, LLC 0.35% Reduce -1.9% 108,083 $28.5M
Leavell Investment Management, Inc. 1.41% Add +0.3% 107,463 $28.4M
Obsidian Cio, LLC 5.91% Add +21.8% 106,999 $28.2M
Koesten, Hirschmann & Crabtree, INC. 15.80% Add +19.8% 103,000 $27.1M
Mercer Global Advisors Inc. 0.06% Reduce -7.7% 103,872 $27.1M
Cerity Partners LLC 0.06% Reduce -5.6% 102,869 $27.1M
Rockefeller Capital Management L.P. 0.07% Reduce -5.7% 100,455 $26.4M
Wade Financial Advisory, Inc 8.76% Reduce -0.4% 98,897 $26.0M
Bank of New York Mellon Corp 0.00% Add +1.2% 95,052 $25.0M
Choreo, LLC 0.36% Add +5.5% 93,622 $24.4M
Moller Wealth Partners 6.07% Reduce -1.7% 92,309 $24.3M
Franklin Resources Inc. 0.01% Add +0.1% 89,296 $24.0M
TD Capital Management LLC 2.35% Reduce -0.3% 88,964 $23.4M
Kennicott Capital Management LLC 8.63% Add +1.5% 85,465 $22.5M
&partners 0.43% Reduce -35.6% 84,009 $22.1M

"% 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 1,100 holders