Vngrd Mrgstr LRG-Cap ETF-UsdVVETF

13F holders, Q2 2025 (June 30)
1,229holders +43
96new positions
49sold out
4famous investors
$284.39avg. 13F price*

At the end of Q2 2025, 1,229 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, up 43 from Q1 2025. 96 opened new positions and 49 sold out. The largest holders were Jones Financial Companies LLLP ($4.8B), Creative Planning ($3.6B) and National Mutual Insurance Federation of Agricultural Cooperatives ($1.9B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management'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 (Q2 2025)
CUSIP
922908637
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions96$270.5M
Exits49$42.8M

All 13F filers, Q1 2025 → Q2 2025: 4,941,220 shares bought and 2,248,683 shares sold, net +2,692,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,229 holders

Jones Financial Companies LLLP 3.62% Add +4.1% 16,788,189 $4.8B
Creative Planning 3.07% Reduce -0.7% 12,591,614 $3.6B
National Mutual Insurance Federation of Agricultural Cooperatives 15.11% No change 6,543,317 $1.9B
Vanguard Group Inc. 0.02% Add +3.3% 3,594,803 $1.0B
Bank of America Corp. 0.07% Reduce -3.0% 2,926,615 $835.0M
Morgan Stanley 0.05% Add +3.8% 2,828,371 $806.9M
Northwestern Mutual Wealth Management Co. 0.58% Add +4.3% 2,776,752 $792.2M
UBS Group AG 0.13% Add +1.4% 2,257,123 $644.0M
PNC Financial Services Group, Inc. 0.39% Add +0.7% 2,123,462 $605.8M
Charles Schwab Investment Management Inc. 0.10% Reduce -16.9% 1,943,727 $554.5M
Johnson Financial Group, LLC 43.56% Add +12.0% 1,610,784 $459.6M
FMR LLC 0.03% Reduce -1.4% 1,565,789 $446.7M
Envestnet Asset Management Inc. 0.13% Add +14.3% 1,545,138 $440.8M
Wells Fargo & Company 0.10% Add +3.1% 1,520,623 $433.8M
Moneta Group Investment Advisors LLC 4.36% Add +16.7% 1,282,119 $365.8M
Tiaa Trust, National Association 0.83% Add +4.4% 1,123,039 $320.4M
Wealthspire Advisors, LLC 1.76% Add +26.2% 1,096,878 $312.9M
Capital Asset Advisory Services LLC 13.99% Add +0.4% 1,048,931 $299.0M
Axxcess Wealth Management, LLC 7.13% Reduce -0.2% 1,041,825 $297.2M
LPL Financial LLC 0.08% Add +0.9% 806,765 $230.2M
Pathstone Holdings, LLC 0.90% Reduce -1.4% 800,963 $228.5M
Ameriprise Financial Inc. 0.06% Add +3.0% 800,400 $228.4M
Royal Bank of Canada 0.04% Add +0.9% 789,095 $225.1M
Wealthfront Advisers LLC 0.58% Reduce -3.9% 787,211 $224.6M
JFG Wealth Management, LLC 45.28% Add +5.1% 758,573 $216.4M
Wealthquest Corp 16.17% Add +0.6% 718,552 $205.0M
Raymond James Financial Inc. 0.07% Add +1.7% 710,811 $202.8M
Voya Financial Advisors, Inc. 19.67% Add +17.7% 685,315 $195.0M
Balentine LLC 6.71% Reduce -48.3% 604,047 $172.3M
Bleakley Financial Group, LLC 4.02% Add +5.9% 554,389 $158.2M
Mariner, LLC 0.22% Add +10.4% 525,269 $149.8M
Cresset Asset Management, LLC 0.75% Reduce -8.1% 520,573 $149.0M
James J. Burns & Company, LLC 24.14% Reduce -2.0% 518,733 $148.0M
Focus Partners Wealth 0.32% Add +26.1% 511,017 $145.8M
Coldstream Capital Management Inc. 2.21% Reduce -1.2% 473,129 $135.0M
Mason & Associates, LLC 33.79% Add +10.9% 471,739 $134.6M
GeoWealth Management, LLC 5.24% Add +11.5% 470,837 $134.3M
Millburn Ridgefield LLC 2.97% Reduce -4.9% 432,707 $123.5M
Catalyst Capital Advisors LLC 2.49% Reduce -4.9% 432,707 $123.5M
Garde Capital, Inc. 6.60% Add +0.1% 432,039 $123.3M
Commonwealth Equity Services, LLC 0.15% Reduce -0.1% 395,745 $112.9M
Signaturefd, LLC 1.91% Reduce -1.7% 392,816 $112.1M
Ballentine Partners, LLC 1.68% Add +0.1% 390,493 $111.4M
Baltimore-Washington Financial Advisors, Inc. 4.95% Reduce -3.5% 372,042 $106.1M
Cetera Investment Advisers 0.18% Add +7.9% 366,165 $104.5M
Heartwood Wealth Advisors LLC 10.49% Add +1.0% 352,178 $100.5M
Pittenger & Anderson Inc. 3.45% Add +0.4% 331,224 $94.5M
Plante Moran Financial Advisors, LLC 6.61% Add +113.5% 329,513 $94.0M
Equitable Holdings, Inc. 0.77% Add +2.4% 328,031 $93.6M
JPMorgan Chase & Co. 0.01% Add +17.0% 320,589 $91.5M
Truepoint, Inc. 2.21% Reduce -0.1% 311,394 $88.8M
Goldman Sachs Group Inc. 0.01% Reduce -1.3% 304,457 $86.9M
MML Investors Services, LLC 0.25% Add +1.9% 300,761 $85.8M
Norinchukin Bank, The 1.27% New 300,000 $85.6M
MilWealth Group LLC 21.94% Add +1.3% 298,605 $85.2M
Fifth Third Bancorp 0.29% Reduce -1.7% 295,334 $84.3M
Agf Management Ltd. 0.35% Reduce -0.4% 268,518 $76.6M
Transamerica Financial Advisors, LLC 6.81% Reduce -3.5% 254,442 $72.6M
Captrust Financial Advisors 0.16% Add +0.0% 246,168 $70.2M
Juncture Wealth Strategies, LLC 24.13% Add +1.1% 238,093 $67.9M
Parallel Advisors, LLC 1.33% Add +5.0% 233,612 $66.6M
Baker Avenue Asset Management, LP 1.87% Add +3.7% 230,728 $65.8M
IMA Advisory Services, Inc. 6.77% Add +6.7% 222,243 $63.1M
Trust Point Inc. 5.90% Reduce -6.2% 219,163 $62.5M
Riversedge Advisors, LLC 12.15% Add +94.9% 217,692 $62.1M
Sunflower Bank, N.A. 15.10% Add +10.4% 209,344 $59.7M
Addis & Hill, Inc 38.41% Reduce -0.2% 206,179 $58.8M
Jaffetilchin Investment Partners, LLC 3.77% Add +0.1% 202,141 $57.7M
Osaic Holdings, Inc. 0.10% Reduce -10.3% 193,838 $55.3M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -1.3% 186,108 $53.7M
Badgley Phelps Wealth Managers, LLC 1.05% Add +1.0% 165,723 $47.4M
Acropolis Investment Management, LLC 2.60% Add +11.5% 166,188 $47.4M
VSM Wealth Advisory, LLC 15.58% Reduce -1.0% 165,286 $47.2M
QRG Capital Management, Inc. 0.41% Add +4.3% 162,951 $46.5M
Haverford Trust Co 0.44% Add +6.6% 161,911 $46.2M
Ieq Capital, LLC 0.28% Reduce -2.5% 160,826 $45.9M
Two Sigma Investments, LP 0.08% New 156,400 $44.6M
Kathmere Capital Management, LLC 3.43% Add +1.7% 156,138 $44.5M
JMG Financial Group, Ltd. 1.32% Reduce -0.6% 153,000 $43.7M
Hurlow Wealth Management Group, Inc. 12.02% Add +4.0% 149,114 $42.5M
Obsidian Cio, LLC 5.68% Reduce -8.0% 136,985 $39.1M
McIlrath & Eck, LLC 4.40% Reduce -6.4% 135,139 $38.6M
Woodard & Co. Asset Management Group Inc. 6.99% Add +1.8% 133,457 $38.1M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -1.9% 132,893 $37.9M
Pure Financial Advisors, LLC 0.65% Add +2.0% 129,189 $36.9M
Betterment LLC 0.07% Add +51.0% 117,766 $33.6M
Mercer Global Advisors Inc. 0.07% Reduce -0.4% 116,890 $33.3M
Cerity Partners LLC 0.06% Reduce -1.9% 116,786 $33.3M
Koesten, Hirschmann & Crabtree, INC. 17.15% Add +3.8% 116,185 $33.1M
HighTower Advisors, LLC 0.04% Add +10.3% 114,302 $32.6M
Sage Financial Group Inc. 2.41% Add +2.0% 114,287 $32.6M
Corient Private Wealth LP 0.04% Reduce -8.4% 114,202 $32.6M
SCS Capital Management LLC 0.36% Reduce -0.4% 113,825 $32.5M
Comerica Bank 0.12% Reduce -15.6% 112,349 $32.1M
Latigo Investments, LLC 16.01% No change 108,982 $31.1M
Leavell Investment Management, Inc. 1.34% Reduce -2.0% 104,807 $30.0M
Oak Hill Wealth Advisors, LLC 5.73% Reduce -2.0% 96,550 $27.6M
Truist Financial Corp. 0.04% Add +13.6% 94,910 $27.1M
BlueSky Wealth Advisors, LLC 3.89% Add +18.1% 93,800 $26.8M
James Reed Financial Services, Inc. 23.47% Add +7.3% 90,660 $25.9M

"% 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 1,229 holders