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Disclosery

MGV VANGUARD WORLD FD

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ETF (fund)

446 managers (452 13F filers) reported a position in MGV shares at 2024-12-31, 46,339,533 shares in all. 39 filers opened a position and 30 filers sold out during the quarter.

Managers
446
13F filers
452
New
39
Added
169
Reduced
115
Sold out
30
Shares held by filers
46,339,533

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ASSETMARK, INCin group ASSETMARK, INC14,337,204$1.79B4.86%+367,77113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,870,186$483M0.04%+122,41213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,843,816$355M0.02%+32,68113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,769,597$221M0.05%-29,22113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,703,299$213M0.05%+329,71213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,398,665$175M0.06%-151,16613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,266,543$158M0.11%+5,78613F-HRTimelineGroup
LPL Financial LLC953,263$119M0.05%+54,07213F-HRTimeline
Black Diamond Financial, LLC701,296$87.6M13.13%+11,15813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC673,711$84.2M0.03%13F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC620,923$77.6M0.75%-25,23513F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA611,831$76.4M0.02%+3,28113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN609,304$76.1M0.02%+9,10313F-HRTimelineGroup
Merit Financial Group, LLC582,474$72.8M1.31%+42,11913F-HRTimeline
MEANS INVESTMENT CO., INC.506,470$63.3M6.59%-1,08013F-HRTimeline
HighTower Advisors, LLC470,111$58.7M0.08%+6,40813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…460,163$57.5M0.15%+4,12913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC418,774$52.3M0.18%-35,47313F-HRTimeline
Cambridge Investment Research Advisors,…390,956$48.8M0.16%-6,91013F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC356,811$44.6M4.61%-23,28713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.353,467$44.2M0.1%+15,67013F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding320,242$40M+9,177Timeline
COMMONWEALTH EQUITY SERVICES, LLC292,402$36.5M0.05%+13,65213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP285,721$35.7M0.04%+6,11813F-HRTimelineGroup
Strategic Investment Advisors / MI265,399$33.2M3.52%+10,90713F-HRTimeline
ETF Portfolio Partners, Inc.255,168$31.9M9.57%-100,63813F-HRTimeline
Bernardo Wealth Planning LLC234,716$29M6.94%+5,66413F-HRTimeline
BHK Investment Advisors, LLC228,276$28.5M10.7%+84013F-HRTimeline
Beacon Pointe Advisors, LLC219,019$27.4M0.3%-8,95313F-HRTimeline
Dechtman Wealth Management, LLC217,034$27.1M5.24%+166,10313F-HRTimeline
Smartleaf Asset Management LLC207,693$25.9M2.64%+14613F-HRTimeline
Capital Advantage, Inc.199,356$24.9M4.54%+2,07713F-HRTimeline
Zeit Capital LLC184,846$24.3M18.63%-26,93013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …185,087$24.2M3.13%-9,96413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.185,204$23.1M0.15%-18,48013F-HRTimeline
Blue Edge Capital, LLC170,233$21.3M3.34%+20,87713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC170,231$21.3M0.17%-7,30013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.168,761$21.1M0.04%+5,31613F-HRTimelineGroup
Marmo Financial Group, LLC159,245$19.9M10.74%-1,80813F-HRTimeline
HARBOUR INVESTMENTS, INC.158,740$19.8M0.57%-1,51213F-HRTimeline
OLD NATIONAL BANCORP /IN/147,862$18.5M0.44%-17,59213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.147,063$18.4M0.9%+11,35813F-HRTimeline
Sheridan Capital Management, LLC145,470$18.2M12.76%+1,19213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding128,409$16M+13,561Timeline
Avior Wealth Management, LLC125,518$15.7M0.57%-24613F-HRTimeline
Cresset Asset Management, LLC124,617$15.6M0.08%-2713F-HRTimeline
MFA WEALTH ADVISORS, LLC123,446$15.4M3.95%+19,49013F-HRTimeline
Atria Wealth Solutions, Inc.119,142$14.9M0.16%+17,21113F-HRTimeline
Von Berge Wealth Management Group, LLC108,572$14.3M8.64%+3,49113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC109,365$13.7M<0.01%+55,33913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO109,303$13.7M<0.01%-88213F-HRTimelineGroup
Waverly Advisors, LLC108,952$13.6M0.21%+104,03413F-HRTimeline
Capital Planning LLC108,472$13.5M3.55%+4,24113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\107,668$13.5M0.02%+56813F-HRTimelineGroup
D.A. DAVIDSON & CO.106,131$13.3M0.11%+7,06913F-HRTimeline
Private Advisor Group, LLC105,522$13.2M0.07%+5,47113F-HRTimeline
Creative Planningin group Creative Planning102,348$12.8M0.01%-3,15813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,000$12.5M0.01%+99,99613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…96,384$12M0.33%+3,54113F-HRTimeline
Select Asset Management & Trust94,202$11.8M4.56%+6,27513F-HRTimeline
SOL Capital Management CO92,698$11.6M1.29%+5,08213F-HRTimeline
HB Wealth Management, LLC88,675$11.1M0.11%+15,79313F-HRTimeline
ARQ WEALTH ADVISORS, LLC87,792$11M4.17%+7,05613F-HRTimeline
Janney Montgomery Scott LLC87,163$10.9M0.03%+2,48513F-HRTimeline
TFB Advisors LLC87,124$10.9M3.11%+6413F-HRTimeline
James J. Burns & Company, LLC83,054$10.4M1.8%-22113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…81,730$10.2M0.14%+88613F-HRTimelineGroup
Breakwater Capital Group75,929$9.48M1.89%+12,27213F-HRTimeline
Arax Advisory Partners75,862$9.48M0.6%new13F-HRTimeline
Wealthspire Advisors, LLC75,700$9.46M0.09%+1,98113F-HRTimeline
Sanctuary Advisors, LLC70,716$9.3M0.06%-1,76313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…74,341$9.29M0.01%+6,78313F-HRTimelineGroup
Wealthfront Advisers LLC72,547$9.06M0.03%+6,24913F-HR/ATimeline
Modera Wealth Management, LLC71,406$8.92M0.11%new13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC67,186$8.73M2.26%-21,24613F-HR/ATimeline
BSW Wealth Partners69,465$8.68M1.27%-7,97513F-HRTimeline
WealthShield Partners, LLC64,143$8.01M1.14%-2,96813F-HRTimeline
Cetera Investment Advisers63,769$7.97M0.02%+2,04813F-HRTimeline
Apriem Advisors62,308$7.78M0.89%+22,68813F-HRTimeline
Pachira Investments Inc.57,624$7.18M4.39%+6,50613F-HRTimeline
Texas Capital Bank Wealth Management Se…57,392$7.17M0.73%-96513F-HRTimeline
Center For Asset Management LLC57,035$7.12M4.61%+1,44513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56,274$7.03M0.55%-8713F-HRTimeline
FSC Wealth Advisors, LLC53,704$6.71M4.32%+8,67013F-HRTimeline
PLANNING DIRECTIONS INC50,477$6.31M3.66%-1,90513F-HRTimeline
Royal Fund Management, LLC48,244$6.07M0.66%+3,70013F-HRTimeline
COMERICA BANK48,374$6.04M0.02%-25913F-HR/ATimeline
Atria Investments, Inc47,967$5.99M0.07%+2,72413F-HRTimeline
WNY Asset Management, LLC46,420$5.8M0.72%-9513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS45,788$5.72M0.02%-1,02113F-HRTimeline
AMARA FINANCIAL, LLC.43,893$5.48M5.06%-3,08613F-HRTimeline
PFG Private Wealth Management, LLC42,572$5.32M3.03%-1,71713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,701$5.21M0.01%+34,44013F-HR/ATimeline
Holt Capital Advisors, L.L.C. dba Holt …40,338$5.04M0.76%-1,68513F-HRTimeline
Richard P Slaughter Associates Inc40,175$5.02M1.12%+1,03413F-HRTimeline
Resolute Advisors LLC39,242$4.9M0.99%+22313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…38,858$4.85M0.27%-47913F-HRTimelineGroup
Anchor Pointe Wealth Management, LLC38,502$4.79M6.23%13F-HRTimeline
WESBANCO BANK INC38,374$4.79M0.16%-5,00013F-HRTimeline
Mutual Advisors, LLC37,179$4.75M0.14%+1,80413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV37,206$4.65M0.38%+11,70313F-HRTimeline
HOWE & RUSLING INC36,233$4.53M0.39%+53113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC35,850$4.48M0.03%013F-HRTimelineGroup
Principle Wealth Partners LLC35,692$4.46M0.31%+5,38213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.34,854$4.37M0.01%+29,38513F-HRTimelineGroup
Veridan Wealth LLC33,063$4.31M2.02%13F-HRTimeline
Avant Capital LLC34,216$4.27M3.54%13F-HRTimeline
Trademark Financial Management, LLC34,002$4.25M3.37%-5,72113F-HRTimeline
CENTAURUS FINANCIAL, INC.33,724$4.21M0.26%+2,68213F-HRTimeline
Breakwater Investment Management33,120$4.14M1.76%-96313F-HR/ATimeline
Compass Planning Associates Inc31,872$3.98M4.04%13F-HRTimeline
Checchi Capital Advisers, LLC30,800$3.85M0.29%+2,57213F-HRTimeline
Gray Wealth Management Inc.29,779$3.72M1.41%-50613F-HRTimeline
Zhang Financial LLC29,512$3.69M0.21%-17013F-HRTimeline
MAI Capital Management28,505$3.56M0.03%-72913F-HRTimeline
CVA Family Office, LLC28,376$3.54M0.56%-60013F-HRTimeline
Fingerlakes Wealth Management, Inc.28,164$3.52M2.84%+95913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,075$3.51M0.03%+37213F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC27,967$3.49M1.41%+2313F-HRTimeline
Silicon Valley Capital Partners27,531$3.44M0.38%-11,22313F-HRTimeline
MATHER GROUP, LLC.27,452$3.43M0.04%+6813F-HRTimeline
Alpha Cubed Investments, LLC27,230$3.4M0.16%+23613F-HRTimeline
Boyd Wealth Management, LLC26,447$3.3M1.63%+5913F-HRTimeline
Colorado Capital Management, Inc.25,530$3.19M1.54%+11,50213F-HRTimeline
Pinnacle Bancorp, Inc.25,505$3.19M1.04%-1013F-HRTimeline
Tradition Wealth Management, LLC24,816$3.1M0.27%+1,20113F-HRTimeline
Glass Jacobson Investment Advisors llc24,708$3.09M1.01%+73913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AE Wealth Management LLC24,707$3.09M0.03%-6,70313F-HRTimeline
Mariner, LLCin group Mariner, LLC24,118$3.01M0.01%-49113F-HRTimelineGroup
MONECO ADVISORS, LLC23,956$2.99M0.32%-1,38513F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP23,952$2.99M<0.01%+7,99913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…23,658$2.96M0.02%+1813F-HRTimelineGroup
Wells Financial Advisors INC22,965$2.87M3.91%013F-HRTimeline
Ifrah Financial Services, Inc.22,911$2.86M0.79%+213F-HRTimeline
Integrated Wealth Concepts LLC22,714$2.84M0.03%+9,92413F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding21,842$2.73M+45Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,602$2.7M0.07%+2,10213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,743$2.59M<0.01%+2,64013F-HRTimelineGroup
Milestone Asset Management Group, LLC20,346$2.54M2.27%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,283$2.53M0.01%-2,22913F-HRTimeline
Strategic Financial Partners, Ltd.20,146$2.52M1.28%-13513F-HRTimeline
Allworth Financial LP18,488$2.4M0.01%+44413F-HRTimeline
Grantvest Financial Group LLC19,092$2.38M2.66%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,080$2.38M<0.01%+5,20913F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/19,065$2.38M0.71%-2113F-HRTimeline
BLAIR WILLIAM & CO/IL18,886$2.36M0.01%+2,84813F-HRTimeline
Americana Partners, LLC18,629$2.33M0.1%013F-HRTimeline
CHOREO, LLC18,419$2.3M0.03%+27413F-HRTimeline
Foundations Investment Advisors, LLC18,407$2.3M0.04%new13F-HRTimeline
FMR LLCin group FMR LLC17,481$2.18M<0.01%-22813F-HRTimelineGroup
Cresta Advisors, Ltd.16,905$2.17M1.13%013F-HRTimeline
PFG Advisors17,088$2.13M0.13%+32213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,087$2.13M0.05%+4,21213F-HRTimelineGroup
Horizon Investment Services, LLC17,006$2.12M0.9%+19213F-HRTimeline
BANK OF HAWAII16,711$2.09M0.12%-33913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC15,979$2M0.77%+5,33013F-HRTimeline
HAZLETT, BURT & WATSON, INC.15,682$1.96M0.87%-1,00313F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC15,490$1.93M0.98%-31313F-HRTimeline
SIMON QUICK ADVISORS, LLC15,472$1.93M0.12%+813F-HRTimeline
Sigma Planning Corp15,342$1.92M0.06%+5,77013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,307$1.91M0.07%+2,28513F-HRTimelineGroup
Noble Wealth Management PBC14,693$1.84M1.27%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV13,673$1.71M0.54%-28013F-HRTimeline
Finward Bancorp13,378$1.67M1.45%13F-HRTimeline
Matthew Goff Investment Advisor, LLC13,317$1.66M0.31%-15513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,624$1.58M<0.01%-51713F-HRTimelineGroup
Petix & Botte Co12,474$1.56M0.41%-3,25313F-HRTimeline
NewEdge Advisors, LLC12,399$1.55M0.01%+90913F-HRTimeline
Procyon Advisors, LLC12,211$1.53M0.1%+72213F-HRTimeline
EP Wealth Advisors, LLC12,181$1.52M0.01%-32613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,767$1.47M0.02%+23013F-HRTimeline
Passumpsic Savings Bank11,601$1.45M0.9%+82613F-HRTimeline
Bowman & Co S.C.11,584$1.45M0.75%+6513F-HRTimeline
CALTON & ASSOCIATES, INC.11,399$1.42M0.63%+61313F-HRTimeline
Causey Wealth LLC11,336$1.42M0.83%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,319$1.41M-11,581Timeline
VANGUARD GROUP INCgroup of 2 filers holding11,277$1.41M+723Timeline
Gotham Asset Management, LLC11,166$1.39M0.01%-18713F-HRTimeline
Arkos Global Advisors11,126$1.39M0.2%-2,70013F-HRTimeline
Revisor Wealth Management LLC10,700$1.38M1.27%+3,29213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,975$1.36M0.07%-1,60713F-HRTimelineGroup
OneAscent Wealth Management LLCin group OneAscent Financial Services …10,829$1.35M0.56%+3,72713F-HRTimelineGroup
LifeWealth Investments, LLC10,817$1.35M0.9%13F-HRTimeline
Global Retirement Partners, LLC10,771$1.35M0.04%-41313F-HRTimeline
Ballentine Partners, LLC10,700$1.34M0.02%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp9,598$1.2M<0.01%-61013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,246$1.15M<0.01%+4,60813F-HRTimelineGroup
Wilmington Savings Fund Society, FSB9,148$1.14M0.02%+7,57813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,107$1.14M<0.01%new13F-HR/ATimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,089$1.14M0.28%+66113F-HRTimelineGroup
Blackston Financial Advisory Group, LLC9,036$1.13M0.56%+2,35213F-HRTimeline
Snowden Capital Advisors LLC9,036$1.13M0.04%013F-HRTimeline
World Investment Advisors8,962$1.12M0.03%+98713F-HRTimeline
High Net Worth Advisory Group LLC8,813$1.1M0.31%013F-HRTimeline
RWA WEALTH PARTNERS, LLC8,699$1.09M0.01%+1,62213F-HRTimeline
Patriot Financial Group Insurance Agenc…8,598$1.07M0.14%-1,20213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,489$1.06M<0.01%+53913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,346$1.04M<0.01%+19913F-HRTimelineGroup
CoreCap Advisors, LLC8,129$1.02M0.05%+60713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,032$1M0.08%-6613F-HRTimelineGroup