Home › MGV

Who holds MGV

VANGUARD WORLD FD · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
ASSETMARK, INC15.8M$2.6B4.5%
BANK OF AMERICA CORP /DE/4.7M$764.3M0.0%
MORGAN STANLEY3.2M$526.5M0.0%
AMERIPRISE FINANCIAL INC2.5M$402.3M0.1%
UBS Group AG1.8M$292.7M0.0%
Merit Financial Group, LLC1.7M$270.1M1.6%
ENVESTNET ASSET MANAGEMENT INC1.2M$202.3M0.0%
LPL Financial LLC1.2M$189.3M0.0%
PNC FINANCIAL SERVICES GROUP, INC.1.1M$180.8M0.1%
WELLS FARGO & COMPANY/MN993.9K$162.4M0.0%
OSAIC HOLDINGS, INC.789.1K$129.0M0.2%
Black Diamond Financial, LLC757.2K$123.8M10.9%
RAYMOND JAMES FINANCIAL INC753.2K$123.1M0.0%
VANTAGEPOINT INVESTMENT ADVISERS LLC733.2K$119.8M0.9%
ROYAL BANK OF CANADA720.1K$117.7M0.0%
JPMORGAN CHASE & CO683.6K$111.9M0.0%
Sequoia Financial Advisors, LLC531.7K$86.9M0.4%
Rockefeller Capital Management L.P.486.2K$79.5M0.1%
Strategic Investment Advisors / MI442.7K$72.4M4.4%
Kestra Advisory Services, LLC403.1K$65.9M0.2%
Cambridge Investment Research Advisors, Inc.388.7K$63.5M0.1%
Baird Financial Group, Inc.387.2K$63.3M0.1%
Prosperity Consulting Group, LLC386.4K$63.2M2.4%
STIFEL FINANCIAL CORP383.7K$62.7M0.1%
Praetorian Wealth Management, Inc.379.6K$62.0M10.7%
Cetera Investment Advisers369.4K$60.4M0.1%
PETREDIS INVESTMENT ADVISORS LLC366.2K$59.8M4.0%
Apriem Advisors349.6K$57.1M4.9%
Cerity Partners LLC344.0K$56.3M0.1%
MARS JEWETT FINANCIAL GROUP, INC.314.3K$51.4M10.4%
COMMONWEALTH EQUITY SERVICES, LLC301.2K$49.2M0.1%
Savant Capital, LLC316.1K$48.7M0.1%
Pure Financial Advisors, LLC285.8K$46.7M0.6%
Avior Wealth Management, LLC226.3K$37.0M1.0%
BHK Investment Advisors, LLC219.1K$35.8M10.7%
Smartleaf Asset Management LLC216.7K$35.5M1.2%
Braeburn Wealth Management LLC211.6K$34.6M14.8%
Integrated Capital Management, LLC210.2K$34.4M12.4%
BTG Pactual Asset Management US LLC208.5K$34.1M2.1%
Capital Advantage, Inc.197.0K$32.2M3.9%
TITLEIST ASSET MANAGEMENT, LLC191.5K$31.3M2.1%
Zeit Capital LLC189.9K$31.0M18.7%
Bernardo Wealth Planning LLC187.4K$30.6M5.2%
LEAVELL INVESTMENT MANAGEMENT, INC.182.4K$29.8M1.1%
Beacon Pointe Advisors, LLC181.2K$29.6M0.1%
Graney & King, LLC179.2K$29.3M10.5%
ETF Portfolio Partners, Inc.172.6K$28.2M6.7%
Blue Edge Capital, LLC158.9K$26.0M3.1%
Breakwater Capital Group158.9K$26.0M3.1%
Wealthcare Advisory Partners LLC155.0K$25.3M0.5%
Sheridan Capital Management, LLC154.1K$25.2M12.1%
Retirement Planning Group, LLC150.0K$24.5M0.6%
Bison Wealth, LLC146.8K$24.1M2.2%
AllGen Financial Advisors, Inc.146.5K$23.9M5.2%
Waverly Advisors, LLC145.5K$23.8M0.1%
HARBOUR INVESTMENTS, INC.143.3K$23.4M0.3%
Select Asset Management & Trust141.6K$23.1M6.7%
Arax Advisory Partners141.1K$23.1M0.2%
MEANS INVESTMENT CO., INC.133.5K$21.8M1.6%
Pachira Investments Inc.132.4K$21.6M8.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}