Vngrd Mrgstr LRG-Cap ETF-UsdVVETF

13F holders, Q1 2025 (March 31)
1,186holders +1
82new positions
65sold out
5famous investors
$256.71avg. 13F price*

At the end of Q1 2025, 1,186 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, up 1 from Q4 2024. 82 opened new positions and 65 sold out. The largest holders were Jones Financial Companies LLLP ($4.1B), Creative Planning ($3.3B) and National Mutual Insurance Federation of Agricultural Cooperatives ($1.7B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vngrd Mrgstr LRG-Cap ETF-Usd
Filed as
VANGUARD INDEX FDS (Q1 2025)
CUSIP
922908637
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions82$138.7M
Exits65$129.2M

All 13F filers, Q4 2024 → Q1 2025: 2,807,753 shares bought and 2,171,748 shares sold, net +636,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,186 holders

Jones Financial Companies LLLP 3.69% Add +1.3% 16,130,782 $4.1B
Creative Planning 3.06% Reduce -0.4% 12,677,960 $3.3B
National Mutual Insurance Federation of Agricultural Cooperatives 15.11% No change 6,543,317 $1.7B
Vanguard Group Inc. 0.02% Add +1.0% 3,480,125 $894.5M
Bank of America Corp. 0.07% Reduce -2.0% 3,016,378 $775.3M
Morgan Stanley 0.05% Reduce -0.8% 2,725,870 $700.6M
Northwestern Mutual Wealth Management Co. 0.56% Add +2.0% 2,663,528 $684.6M
Charles Schwab Investment Management Inc. 0.11% Reduce -19.9% 2,339,873 $601.4M
UBS Group AG 0.13% Add +0.5% 2,224,791 $571.8M
PNC Financial Services Group, Inc. 0.28% Reduce -0.3% 2,109,664 $542.2M
FMR LLC 0.03% Reduce -1.2% 1,587,591 $408.1M
Wells Fargo & Company 0.09% Add +4.9% 1,475,451 $379.2M
Johnson Financial Group, LLC 38.99% Reduce -0.9% 1,437,632 $369.5M
Envestnet Asset Management Inc. 0.11% Add +3.9% 1,351,483 $347.4M
Balentine LLC 12.58% Reduce -3.1% 1,168,454 $300.3M
Moneta Group Investment Advisors LLC 3.89% Add +5.8% 1,098,406 $282.3M
Tiaa Trust, National Association 0.86% Add +4.4% 1,075,495 $276.4M
Capital Asset Advisory Services LLC 13.82% Reduce -3.7% 1,044,347 $271.2M
Axxcess Wealth Management, LLC 7.33% Reduce -3.3% 1,044,139 $268.4M
Wealthspire Advisors, LLC 1.34% Add +93.7% 869,418 $223.5M
Wealthfront Advisers LLC 0.56% Add +4.2% 818,812 $210.5M
Pathstone Holdings, LLC 0.91% Reduce -5.4% 811,935 $208.8M
LPL Financial LLC 0.08% Add +2.6% 799,861 $205.6M
Royal Bank of Canada 0.04% Add +2.1% 781,815 $201.0M
Ameriprise Financial Inc. 0.05% Reduce -3.8% 777,188 $200.1M
JFG Wealth Management, LLC 42.17% Add +7.1% 721,790 $185.5M
Wealthquest Corp 15.33% Reduce -0.6% 714,462 $183.6M
Raymond James Financial Inc. 0.07% Reduce -0.8% 698,715 $179.6M
Voya Financial Advisors, Inc. 16.41% Add +2.1% 582,264 $148.8M
Cresset Asset Management, LLC 0.73% Reduce -0.6% 566,132 $145.5M
James J. Burns & Company, LLC 24.38% Reduce -1.8% 529,541 $136.1M
Bleakley Financial Group, LLC 4.32% Add +1.1% 523,355 $134.5M
Coldstream Capital Management Inc. 2.62% Reduce -1.4% 479,072 $123.1M
Mariner, LLC 0.20% Add +2.0% 475,805 $122.2M
Millburn Ridgefield LLC 2.83% Add +5.5% 455,103 $117.0M
Catalyst Capital Advisors LLC 2.40% Add +5.5% 455,103 $117.0M
Garde Capital, Inc. 6.35% Reduce -0.1% 431,374 $110.9M
Mason & Associates, LLC 31.50% Reduce -2.4% 425,371 $109.3M
GeoWealth Management, LLC 4.36% Reduce -2.5% 422,358 $108.6M
Focus Partners Wealth 0.26% Add +0.1% 405,225 $104.2M
Signaturefd, LLC 1.95% Reduce -5.5% 399,671 $102.7M
Commonwealth Equity Services, LLC 0.14% Reduce -1.5% 396,056 $101.8M
Ballentine Partners, LLC 1.74% Reduce -0.3% 390,305 $100.3M
Baltimore-Washington Financial Advisors, Inc. 5.34% Add +1.0% 385,735 $99.1M
Heartwood Wealth Advisors LLC 10.23% Reduce -10.2% 348,556 $89.6M
Cetera Investment Advisers 0.17% Reduce -2.3% 339,357 $87.2M
Pittenger & Anderson Inc. 3.11% Add +0.6% 329,993 $84.8M
Equitable Holdings, Inc. 0.78% Add +0.7% 320,505 $82.4M
Truepoint, Inc. 2.17% Add +25.7% 311,692 $80.1M
Goldman Sachs Group Inc. 0.01% Reduce -0.3% 308,603 $79.3M
Fifth Third Bancorp 0.29% Reduce -2.0% 300,367 $77.2M
MML Investors Services, LLC 0.25% Add +0.2% 295,287 $75.9M
MilWealth Group LLC 20.87% Reduce -0.1% 294,710 $75.7M
JPMorgan Chase & Co. 0.01% Add +14.1% 274,033 $70.4M
Agf Management Ltd. 0.37% Reduce -1.9% 269,491 $69.3M
Transamerica Financial Advisors, LLC 6.92% Add +5.7% 263,760 $67.8M
Captrust Financial Advisors 0.16% Add +10.1% 246,166 $63.3M
Juncture Wealth Strategies, LLC 23.52% Reduce -8.1% 235,555 $60.5M
Trust Point Inc. 5.48% Reduce -10.8% 233,757 $60.1M
Baker Avenue Asset Management, LP 1.79% Add +7.2% 222,542 $57.2M
Parallel Advisors, LLC 1.29% Reduce -1.0% 222,435 $57.2M
Osaic Holdings, Inc. 0.12% Reduce -36.5% 216,067 $55.5M
IMA Advisory Services, Inc. 6.33% Add +24.4% 208,290 $53.3M
Addis & Hill, Inc 37.06% Add +6.7% 206,571 $53.1M
Jaffetilchin Investment Partners, LLC 3.77% Add +0.9% 201,992 $51.9M
Sunflower Bank, N.A. 13.66% Add +1.3% 189,551 $48.7M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -11.9% 188,549 $48.5M
VSM Wealth Advisory, LLC 15.42% Reduce -1.2% 166,952 $42.9M
Ieq Capital, LLC 0.34% Reduce -2.0% 164,881 $42.4M
Badgley Phelps Wealth Managers, LLC 1.02% Add +1.0% 164,142 $42.2M
QRG Capital Management, Inc. 0.42% Add +6.8% 156,223 $40.2M
Plante Moran Financial Advisors, LLC 3.41% Reduce -4.0% 154,372 $39.7M
JMG Financial Group, Ltd. 1.33% Reduce -5.4% 153,876 $39.6M
Kathmere Capital Management, LLC 3.35% Add +1.4% 153,507 $39.5M
Haverford Trust Co 0.39% Add +4.4% 151,865 $39.0M
Acropolis Investment Management, LLC 2.27% Reduce -1.6% 149,006 $38.3M
Obsidian Cio, LLC 6.22% Add +15.4% 148,811 $38.2M
McIlrath & Eck, LLC 4.56% Add +4.8% 144,319 $37.1M
Hurlow Wealth Management Group, Inc. 11.52% Add +3.2% 143,407 $36.9M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -5.4% 135,413 $34.8M
Comerica Bank 0.14% Reduce -0.1% 133,073 $34.2M
Woodard & Co. Asset Management Group Inc. 7.04% Add +13.5% 131,054 $33.7M
Pure Financial Advisors, LLC 0.68% Add +0.7% 126,637 $32.5M
Corient Private Wealth LP 0.05% Reduce -7.3% 124,646 $32.0M
Cerity Partners LLC 0.06% Reduce -4.9% 119,027 $30.6M
Mercer Global Advisors Inc. 0.07% Add +18.4% 117,351 $30.2M
SCS Capital Management LLC 0.37% New 114,278 $29.4M
Sage Financial Group Inc. 2.33% Add +0.4% 112,015 $28.8M
Koesten, Hirschmann & Crabtree, INC. 16.51% Add +3.8% 111,964 $28.8M
Riversedge Advisors, LLC 6.40% Add +8537.4% 111,681 $28.7M
Latigo Investments, LLC 14.93% No change 108,982 $28.0M
Leavell Investment Management, Inc. 1.36% Reduce -0.3% 106,987 $27.5M
HighTower Advisors, LLC 0.04% Reduce -12.4% 103,586 $26.6M
Oak Hill Wealth Advisors, LLC 5.87% Reduce -2.3% 98,521 $25.3M
Wade Financial Advisory, Inc 8.60% Reduce -1.0% 97,688 $25.1M
Modern Wealth Management, LLC 0.75% New 91,650 $23.6M
Franklin Resources Inc. 0.01% Reduce -0.0% 89,464 $23.0M
TD Capital Management LLC 2.33% Reduce -0.2% 89,430 $23.0M
Moller Wealth Partners 5.44% Reduce -3.1% 85,521 $22.0M
Bristlecone Advisors, LLC 1.79% Reduce -12.4% 85,336 $21.9M

"% 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 1,186 holders