Vngrd Mrgstr LRG-Cap ETF-UsdVVETF

13F holders, Q4 2024 (December 31)
1,185holders +85
60new positions
42sold out
5famous investors
$269.69avg. 13F price*

At the end of Q4 2024, 1,185 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, up 85 from Q3 2024. 60 opened new positions and 42 sold out. The largest holders were Jones Financial Companies LLLP ($4.3B), Creative Planning ($3.4B) and National Mutual Insurance Federation of Agricultural Cooperatives ($1.8B). 5 famous investors held it, including Paul Tudor Jones (0.1% 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 (Q4 2024)
CUSIP
922908637
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions60$116.8M
Exits42$56.1M

All 13F filers, Q3 2024 → Q4 2024: 1,714,639 shares bought and 2,644,987 shares sold, net −930,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,185 holders

Jones Financial Companies LLLP 4.08% Reduce -8.5% 15,917,052 $4.3B
Creative Planning 3.34% Reduce -0.8% 12,731,448 $3.4B
National Mutual Insurance Federation of Agricultural Cooperatives 15.12% No change 6,543,317 $1.8B
Vanguard Group Inc. 0.02% Add +0.8% 3,446,068 $929.4M
Bank of America Corp. 0.08% Reduce -1.0% 3,079,574 $830.6M
Charles Schwab Investment Management Inc. 0.15% Add +0.9% 2,921,892 $788.0M
Morgan Stanley 0.05% Add +1.3% 2,749,268 $741.5M
Northwestern Mutual Wealth Management Co. 0.59% Reduce -0.5% 2,610,650 $704.1M
UBS Group AG 0.13% Add +0.3% 2,214,775 $597.3M
PNC Financial Services Group, Inc. 0.38% Reduce -0.3% 2,116,965 $570.9M
FMR LLC 0.03% Reduce -1.0% 1,606,786 $433.4M
Johnson Financial Group, LLC 45.84% Add +0.1% 1,451,374 $391.4M
Wells Fargo & Company 0.09% Add +13.7% 1,406,384 $379.3M
Envestnet Asset Management Inc. 0.11% Reduce -0.9% 1,301,323 $351.0M
Balentine LLC 13.20% Reduce -1.9% 1,205,967 $325.2M
Capital Asset Advisory Services LLC 14.56% Reduce -0.9% 1,084,468 $295.7M
Axxcess Wealth Management, LLC 7.21% Reduce -1.3% 1,080,059 $291.3M
Moneta Group Investment Advisors LLC 3.92% Reduce -0.1% 1,038,570 $280.1M
Tiaa Trust, National Association 0.84% Reduce -3.2% 1,030,454 $277.9M
Pathstone Holdings, LLC 1.02% Add +1.8% 858,046 $231.4M
Ameriprise Financial Inc. 0.06% Add +0.7% 807,853 $218.0M
Wealthfront Advisers LLC 0.62% Reduce -5.3% 786,089 $212.0M
LPL Financial LLC 0.09% Add +0.7% 779,223 $210.2M
Royal Bank of Canada 0.04% Add +0.1% 765,702 $206.5M
Wealthquest Corp 15.77% Add +0.7% 718,516 $193.8M
Raymond James Financial Inc. 0.07% — 704,212 $189.9M
JFG Wealth Management, LLC 41.67% Add +7.2% 674,120 $181.8M
Voya Financial Advisors, Inc. 16.80% Reduce -1.8% 570,331 $154.4M
Cresset Asset Management, LLC 0.74% Reduce -6.8% 569,507 $153.6M
James J. Burns & Company, LLC 25.30% Reduce -2.3% 539,482 $145.5M
Bleakley Financial Group, LLC 4.20% Reduce -13.6% 517,526 $139.6M
Coldstream Capital Management Inc. 2.79% Reduce -0.8% 485,876 $131.0M
Mariner, LLC 0.21% Add +1.3% 466,542 $125.8M
Wealthspire Advisors, LLC 1.20% Add +1.9% 448,843 $121.1M
Mason & Associates, LLC 35.12% Add +5.3% 436,013 $117.6M
GeoWealth Management, LLC 3.82% Add +1.0% 433,305 $116.9M
Garde Capital, Inc. 7.68% Reduce -0.0% 431,571 $116.4M
Millburn Ridgefield LLC 2.91% Add +5.1% 431,425 $116.4M
Catalyst Capital Advisors LLC 2.48% Add +5.1% 431,425 $116.4M
Signaturefd, LLC 2.17% Reduce -3.8% 423,090 $114.1M
Focus Partners Wealth 0.28% Reduce -0.8% 404,971 $109.2M
Commonwealth Equity Services, LLC 0.16% Reduce -0.6% 402,007 $108.4M
Ballentine Partners, LLC 1.81% Add +0.7% 391,380 $105.6M
Heartwood Wealth Advisors LLC 11.79% Add +0.9% 388,309 $104.7M
Baltimore-Washington Financial Advisors, Inc. 5.36% Add +0.9% 381,800 $103.0M
Cetera Investment Advisers 0.20% Reduce -3.9% 347,165 $93.6M
Osaic Holdings, Inc. 0.21% Add +5.5% 340,047 $91.7M
Pittenger & Anderson Inc. 3.21% Add +2.1% 327,970 $88.5M
Equitable Holdings, Inc. 0.82% Reduce -0.9% 318,211 $85.8M
Goldman Sachs Group Inc. 0.02% Add +14.0% 309,644 $83.5M
Fifth Third Bancorp 0.30% Reduce -2.5% 306,657 $82.7M
MilWealth Group LLC 21.71% Reduce -3.1% 294,983 $79.6M
MML Investors Services, LLC 0.27% Add +0.0% 294,760 $79.5M
Agf Management Ltd. 0.37% Reduce -3.9% 274,731 $74.1M
Trust Point Inc. 4.90% Add +12.9% 262,019 $70.7M
Juncture Wealth Strategies, LLC 25.77% Reduce -1.2% 256,421 $69.2M
Transamerica Financial Advisors, LLC 6.66% Reduce -1.7% 249,639 $67.3M
Truepoint, Inc. 1.79% Reduce -1.4% 247,898 $66.9M
JPMorgan Chase & Co. 0.01% Add +32.9% 240,273 $64.8M
Parallel Advisors, LLC 1.37% Reduce -1.1% 224,627 $60.6M
Captrust Financial Advisors 0.17% Reduce -2.9% 223,577 $60.3M
Wealth Enhancement Advisory Services, LLC 0.11% Add +14.5% 214,040 $57.7M
Baker Avenue Asset Management, LP 1.72% Add +17.4% 207,696 $56.0M
Jaffetilchin Investment Partners, LLC 3.91% Add +0.6% 200,203 $54.0M
Addis & Hill, Inc 38.59% Add +9.6% 193,572 $52.2M
Sunflower Bank, N.A. 14.02% Add +6.2% 187,055 $50.4M
VSM Wealth Advisory, LLC 16.26% — 169,029 $45.6M
Ieq Capital, LLC 0.44% Add +55.7% 168,279 $45.4M
IMA Advisory Services, Inc. 5.41% New 167,405 $45.0M
JMG Financial Group, Ltd. 1.50% Reduce -1.2% 162,670 $43.9M
Badgley Phelps Wealth Managers, LLC 1.02% Add +1.6% 162,553 $43.8M
Plante Moran Financial Advisors, LLC 3.60% Reduce -3.3% 160,758 $43.4M
Acropolis Investment Management, LLC 2.41% Reduce -1.3% 151,414 $40.8M
Kathmere Capital Management, LLC 3.67% Add +1.0% 151,313 $40.8M
QRG Capital Management, Inc. 0.41% Add +1.0% 146,251 $39.4M
Haverford Trust Co 0.39% Add +7.6% 145,407 $39.2M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -3.9% 143,200 $38.6M
Hurlow Wealth Management Group, Inc. 11.70% Reduce -0.7% 138,933 $37.5M
McIlrath & Eck, LLC 4.73% Add +3.8% 137,698 $37.1M
Corient Private Wealth LP 0.06% Reduce -5.3% 134,523 $36.3M
Comerica Bank 0.14% Reduce -2.6% 133,235 $35.9M
Two Sigma Investments, LP 0.08% New 130,200 $35.1M
Obsidian Cio, LLC 6.35% Add +20.5% 128,921 $34.8M
Pure Financial Advisors, LLC 0.77% Add +0.6% 125,759 $33.9M
Cerity Partners LLC 0.07% Add +21.7% 125,146 $33.8M
HighTower Advisors, LLC 0.04% Reduce -0.0% 118,250 $31.9M
Woodard & Co. Asset Management Group Inc. 6.71% Add +2.9% 115,467 $31.1M
Sage Financial Group Inc. 2.42% Reduce -0.5% 111,573 $30.1M
Latigo Investments, LLC 14.95% No change 108,982 $29.4M
Koesten, Hirschmann & Crabtree, INC. 16.68% Add +4.7% 107,843 $29.1M
Leavell Investment Management, Inc. 1.42% Reduce -0.1% 107,312 $28.9M
Oak Hill Wealth Advisors, LLC 6.48% — 100,811 $27.2M
Mercer Global Advisors Inc. 0.07% Reduce -4.6% 99,117 $26.7M
Wade Financial Advisory, Inc 9.01% Reduce -0.2% 98,672 $26.6M
Bristlecone Advisors, LLC 2.05% Add +21.5% 97,433 $26.3M
Bank of New York Mellon Corp 0.00% Reduce -4.7% 90,594 $24.4M
TD Capital Management LLC 2.46% Add +0.7% 89,611 $24.2M
Franklin Resources Inc. 0.01% Add +0.2% 89,496 $24.1M
Moller Wealth Partners 6.26% Reduce -4.4% 88,259 $23.8M
&partners 0.28% Add +3.2% 86,702 $23.6M

"% 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 1,185 holders