Vault-13

VANGUARD WORLD FD MGK

MEGA GRWTH IND · ETP · CUSIP 921910816

865 institutional holders +47 vs Q1 2025
40,638,22040.6m shares reported held*
$14.9bnreported value*
94 new 276 added 256 reduced 49 sold out net bought ≈ $840.7m (+2.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($508.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $365.67. Options: 4 managers hold calls ($34.4m notional), 4 hold puts ($12.0m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 489Q4 22: 491Q1 23: 542Q2 23: 582Q3 23: 583Q4 23: 677Q1 24: 708Q2 24: 739Q3 24: 751Q4 24: 843Q1 25: 818Q2 25: 865865Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022489
Q4 2022491
Q1 2023542
Q2 2023582
Q3 2023583
Q4 2023677
Q1 2024708
Q2 2024739
Q3 2024751
Q4 2024843
Q1 2025818
Q2 2025865

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 244 bought or addedQ3 23: 236 cut or sold outQ4 23: 298 bought or addedQ4 23: 214 cut or sold outQ4 23Q1 24: 346 bought or addedQ1 24: 251 cut or sold outQ2 24: 314 bought or addedQ2 24: 270 cut or sold outQ2 24Q3 24: 324 bought or addedQ3 24: 297 cut or sold outQ4 24: 350 bought or addedQ4 24: 291 cut or sold outQ4 24Q1 25: 320 bought or addedQ1 25: 365 cut or sold outQ2 25: 370 bought or addedQ2 25: 305 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023244236
Q4 2023298214
Q1 2024346251
Q2 2024314270
Q3 2024324297
Q4 2024350291
Q1 2025320365
Q2 2025370305

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30m$40mQ3 24 calls: $29.3mQ3 24 puts: $6.1mQ3 24P/C 0.21Q4 24 calls: $15.0mQ4 24 puts: $13.6mQ4 24P/C 0.90Q1 25 calls: $20.0mQ1 25 puts: $5.9mQ1 25P/C 0.30Q2 25 calls: $34.4mQ2 25 puts: $12.0mQ2 25P/C 0.35
Numbers
QuarterCallsPutsP/C
Q3 2024$29.3m$6.1m0.21
Q4 2024$15.0m$13.6m0.90
Q1 2025$20.0m$5.9m0.30
Q2 2025$34.4m$12.0m0.35

Biggest buyers

OSAIC HOLDINGS, INC. Added +494,855+494.9k
ROYAL BANK OF CANADA Added +461,810+461.8k
Rockefeller Capital Management L.P. Added +298,717+298.7k
Kensington Asset Management, LLC New +261,800+261.8k
ASSETMARK, INC Added +227,615+227.6k
Cassaday & Co Wealth Management LLC Added +211,907+211.9k
Angeles Investment Advisors, LLC Added +170,950+170.9k
Praetorian Wealth Management, Inc. Added +151,395+151.4k
American Trust New +113,291+113.3k
Lido Advisors, LLC Added +98,941+98.9k

Biggest sellers

Howard Capital Management, LLC Reduced -344,972-345.0k
WELLS FARGO & COMPANY/MN Reduced -141,270-141.3k
RFP Financial Group LLC Reduced -140,534-140.5k
Penserra Capital Management LLC Sold out -101,180-101.2k
One Capital Management, LLC Reduced -91,745-91.7k
WELLINGTON MANAGEMENT GROUP LLP Sold out -78,277-78.3k
BANK OF AMERICA CORP /DE/ Reduced -38,976-39.0k
MML INVESTORS SERVICES, LLC Reduced -35,023-35.0k
Envestnet Portfolio Solutions, Inc. Reduced -32,816-32.8k
TWO SIGMA INVESTMENTS, LP Reduced -32,800-32.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $18.3m50.1k shares
JANE STREET GROUP, LLC Added $11.5m31.4k shares
CITADEL ADVISORS LLC Reduced $4.2m11.4k shares
WOLVERINE TRADING, LLC Reduced $401.0k1.1k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $8.7m23.7k shares
CITADEL ADVISORS LLC Unchanged $2.3m6.4k shares
JANE STREET GROUP, LLC Added $878.8k2.4k shares
WELLS FARGO & COMPANY/MN Reduced $146.5k400 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ASSETMARK, INC 6.87% of their portfolio CONCORD, CA 7,944,5947.9m $2.9bn $2.9bn 6.87% Added +227.6k +227,615
2 Cassaday & Co Wealth Management LLC 34.25% of their portfolio MCLEAN, VA 3,737,3413.7m $1.4bn $1.4bn 34.25% Added +211.9k +211,907
3 MORGAN STANLEY 0.06% of their portfolio NEW YORK, NY 2,333,9582.3m $854.6m $854.6m 0.06% Added +51.3k +51,260
4 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 1,954,1902.0m $715.6m $715.6m 0.06% Reduced -39.0k -38,976
5 CAPTRUST FINANCIAL ADVISORS 1.36% of their portfolio RALEIGH, NC 1,668,7381.7m $611.0m $611.0m 1.36% Added +15.4k +15,432
6 Howard Capital Management, LLC 6.97% of their portfolio Alpharetta, GA 1,269,9921.3m $465.5m $465.5m 6.97% Reduced -345.0k -344,972
7 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 1,102,7611.1m $403.8m $403.8m 0.13% Added +69.7k +69,663
8 UBS Group AG 0.07% of their portfolio ZURICH, V8 968,648968.6k $354.7m $354.7m 0.07% Added +78.5k +78,545
9 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 884,634884.6k $323.9m $323.9m 0.03% Added +461.8k +461,810
10 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 781,681781.7k $286.2m $286.2m 0.07% Reduced -23.4k -23,438
11 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 699,131699.1k $256.0m $256.0m 0.06% Reduced -141.3k -141,270
12 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 672,362672.4k $246.1m $246.1m 0.07% Reduced -20.9k -20,864
13 OSAIC HOLDINGS, INC. 0.36% of their portfolio SCOTTSDALE, AZ 623,866623.9k $202.8m $202.8m 0.36% Added +494.9k +494,855
14 ANGELES WEALTH MANAGEMENT, LLC 14.45% of their portfolio SANTA MONICA, CA 575,440575.4k $210.7m $210.7m 14.45% Added +41.0k +40,990
15 Rockefeller Capital Management L.P. 0.23% of their portfolio NEW YORK, NY 545,850545.9k $199.9m $199.9m 0.23% Added +298.7k +298,717
16 PNC Financial Services Group, Inc. 0.13% of their portfolio Pittsburgh, PA 531,543531.5k $194.6m $194.6m 0.13% Reduced -13.9k -13,881
17 Angeles Investment Advisors, LLC 9.51% of their portfolio SANTA MONICA, CA 459,590459.6k $168.3m $168.3m 9.51% Added +170.9k +170,950
18 Cerity Partners LLC 0.29% of their portfolio NEW YORK, NY 449,938449.9k $164.8m $164.8m 0.29% Added +32.0k +31,990
19 COMERICA BANK 0.55% of their portfolio DALLAS, TX 384,074384.1k $140.6m $140.6m 0.55% Reduced -8.5k -8,465
20 Merit Financial Group, LLC 1.46% of their portfolio ALPHARETTA, GA 357,827357.8k $131.0m $131.0m 1.46% Reduced -2.0k -2,011
21 Prime Capital Investment Advisors, LLC 1.64% of their portfolio OVERLAND PARK, KS 337,161337.2k $123.5m $123.5m 1.64% Reduced -13.8k -13,801
22 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 334,734334.7k $122.6m $122.6m 0.04% Added +80.8k +80,828
23 PETREDIS INVESTMENT ADVISORS LLC 8.86% of their portfolio WARRENDALE, PA 276,075276.1k $101.1m $101.1m 8.86% Added +9.4k +9,424
24 Facet Wealth, Inc. 2.31% of their portfolio WEST PALM BEACH, FL 267,668267.7k $101.9m $101.9m 2.31% Added +30.8k +30,781
25 TWO SIGMA INVESTMENTS, LP 0.18% of their portfolio NEW YORK, NY 266,200266.2k $97.5m $97.5m 0.18% Reduced -32.8k -32,800
26 Kensington Asset Management, LLC 7.24% of their portfolio AUSTIN, TX 261,800261.8k $95.9m $95.9m 7.24% New
27 Portfolio Strategies, Inc. 11.89% of their portfolio MONTVALE, NJ 249,279249.3k $91.2m $91.2m 11.89% Reduced -3.7k -3,686
28 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 234,590234.6k $85.9m $85.9m 0.11% Reduced -14.2k -14,230
29 IFC Advisors LLC 14.89% of their portfolio LOS ANGELES, CA 217,435217.4k $79.6m $79.6m 14.89% Added +7.1k +7,067
30 Falcon Wealth Planning 7.94% of their portfolio Ontario, CA 214,506214.5k $78.5m $78.5m 7.94% Added +13.5k +13,526
31 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 214,060214.1k $78.4m $78.4m 0.10% Added +11.6k +11,628
32 CX Institutional 2.49% of their portfolio AUBURN, IN 195,369195.4k $71.5m $71.5m 2.49% Added +24.6k +24,634
33 STIFEL FINANCIAL CORP 0.07% of their portfolio ST. LOUIS, MO 193,418193.4k $70.8m $70.8m 0.07% Reduced -4.9k -4,904
34 Mariner, LLC 0.09% of their portfolio Overland Park, KS 177,393177.4k $65.0m $65.0m 0.09% Added +12.0k +12,003
35 Beacon Capital Management, LLC 8.64% of their portfolio FRANKLIN, TN 174,834174.8k $64.0m $64.0m 8.64% Reduced -2.9k -2,890
36 Gratus Wealth Advisors, LLC 9.34% of their portfolio VIRGINIA BEACH, VA 168,403168.4k $61.7m $61.7m 9.34% Reduced -448 -448
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 167,333167.3k $61.8m $61.8m 0.10% Reduced -17.3k -17,336
38 Strategic Investment Advisors / MI 5.83% of their portfolio FARMINGTON HILLS, MI 163,531163.5k $60.0m $60.0m 5.83% Added +14.9k +14,875
39 Black Diamond Financial, LLC 9.13% of their portfolio TOWSON, MD 160,522160.5k $58.8m $58.8m 9.13% Reduced -8.9k -8,933
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 156,954157.0k $57.5m $57.5m 0.04% Added +17.9k +17,929
41 Praetorian Wealth Management, Inc. 12.82% of their portfolio CARMEL, CA 152,145152.1k $55.7m $55.7m 12.82% Added +151.4k +151,395
42 Cetera Investment Advisers 0.09% of their portfolio SCHAUMBURG, IL 150,800150.8k $55.2m $55.2m 0.09% Added +15.0k +15,033
43 Leelyn Smith, LLC 8.83% of their portfolio GENEVA, IL 147,010147.0k $53.8m $53.8m 8.83% Added +6.8k +6,826
44 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 135,655135.7k $49.7m $49.7m 0.04% Reduced -4.3k -4,315
45 MML INVESTORS SERVICES, LLC 0.14% of their portfolio SPRINGFIELD, MA 132,750132.8k $48.6m $48.6m 0.14% Reduced -35.0k -35,023
46 Janney Montgomery Scott LLC 0.12% of their portfolio PHILADELPHIA, PA 127,143127.1k $46.6m $46.6m 0.12% Added +17 +17
47 Bernardo Wealth Planning LLC 9.73% of their portfolio HARLEYSVILLE, PA 122,348122.3k $44.8m $44.8m 9.73% Added +2.4k +2,448
48 LEAVELL INVESTMENT MANAGEMENT, INC. 1.96% of their portfolio MOBILE, AL 119,538119.5k $43.8m $43.8m 1.96% Added +167 +167
49 HENGEHOLD CAPITAL MANAGEMENT LLC 3.90% of their portfolio CINCINNATI, OH 116,951117.0k $42.8m $42.8m 3.90% Added +169 +169
50 American Trust 3.91% of their portfolio LEXINGTON, KY 113,291113.3k $41.5m $41.5m 3.91% New
51 Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio FAIRFIELD, IA 111,983112.0k $41.0m $41.0m 0.12% Reduced -204 -204
52 MEANS INVESTMENT CO., INC. 3.68% of their portfolio BANGOR, ME 106,000106.0k $38.8m $38.8m 3.68% Reduced -4.1k -4,147
53 Lido Advisors, LLC 0.20% of their portfolio Los Angeles, CA 105,294105.3k $38.6m $38.6m 0.20% Added +98.9k +98,941
54 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 102,429102.4k $37.5m $37.5m 0.01% Reduced -4.9k -4,856
55 FC Advisory LLC 11.12% of their portfolio WEST CHESTER, PA 98,33698.3k $36.0m $36.0m 11.12% Reduced -1.7k -1,660
56 ETF Portfolio Partners, Inc. 9.66% of their portfolio LEAWOOD, KS 95,14895.1k $34.8m $34.8m 9.66% Added +1.2k +1,163
57 Apriem Advisors 3.66% of their portfolio IRVINE, CA 93,97694.0k $34.4m $34.4m 3.66% Added +14.8k +14,760
58 Blue Edge Capital, LLC 4.87% of their portfolio RICHMOND, VA 89,50289.5k $32.8m $32.8m 4.87% Reduced -1.4k -1,371
59 BTG Pactual Asset Management US LLC 4.37% of their portfolio NEW YORK, NY 88,81188.8k $32.5m $32.5m 4.37% Added +21.5k +21,505
60 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 83,32283.3k $30.5m $30.5m 0.00% Added +7.0k +6,999
61 Beacon Pointe Advisors, LLC 0.31% of their portfolio NEWPORT BEACH, CA 80,60880.6k $29.5m $29.5m 0.31% Reduced -1.8k -1,800
62 EP Wealth Advisors, LLC 0.19% of their portfolio TORRANCE, CA 80,50780.5k $29.5m $29.5m 0.19% Reduced -429 -429
63 D.A. DAVIDSON & CO. 0.20% of their portfolio GREAT FALLS, MT 79,17879.2k $29.0m $29.0m 0.20% Added +5 +5
64 BHK Investment Advisors, LLC 11.22% of their portfolio BIRMINGHAM, AL 78,24778.2k $28.7m $28.7m 11.22% Reduced -54 -54
65 HB Wealth Management, LLC 0.22% of their portfolio Atlanta, GA 75,37375.4k $27.6m $27.6m 0.22% Reduced -125 -125
66 Copperwynd Financial, LLC 6.82% of their portfolio SCOTTSDALE, AZ 74,67874.7k $27.3m $27.3m 6.82% Added +2.1k +2,111
67 Erickson Financial Group, LLC 18.44% of their portfolio ALLENTOWN, PA 74,54774.5k $27.3m $27.3m 18.44% Reduced -8.8k -8,776
68 Vestmark Advisory Solutions, Inc. 0.39% of their portfolio Wakefield, MA 74,22674.2k $27.2m $27.2m 0.39% Added +45.7k +45,667
69 Clarity Financial LLC 2.90% of their portfolio Houston, TX 73,62173.6k $27.0m $27.0m 2.90% Added +32.8k +32,755
70 Avior Wealth Management, LLC 0.88% of their portfolio OMAHA, NE 69,82769.8k $25.6m $25.6m 0.88% Reduced -628 -628
71 Concurrent Investment Advisors, LLC 0.49% of their portfolio Tampa, FL 69,25169.3k $25.4m $25.4m 0.49% Added +4.8k +4,785
72 AMARA FINANCIAL, LLC. 20.90% of their portfolio SAN FRANCISCO, CA 64,79964.8k $23.7m $23.7m 20.90% Reduced -6.1k -6,143
73 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 61,39261.4k $22.5m $22.5m 0.00% Reduced -6.1k -6,086
74 Mirae Asset Global Investments Co., Ltd. 0.08% of their portfolio SEOUL, M5 60,95061.0k $22.3m $22.3m 0.08% Added +10.4k +10,420
75 Wealthfront Advisers LLC 0.06% of their portfolio Palo Alto, CA 59,71459.7k $21.9m $21.9m 0.06% Reduced -1.7k -1,748
76 Zeit Capital LLC 15.04% of their portfolio GREENWOOD VILLAGE, CO 57,45157.5k $21.0m $21.0m 15.04% Added +218 +218
77 ALPS ADVISORS INC 0.12% of their portfolio Denver, CO 57,09557.1k $20.9m $20.9m 0.12% Added +18.9k +18,910
78 Prospera Financial Services Inc 0.39% of their portfolio Dallas, TX 56,43356.4k $20.7m $20.7m 0.39% Added +300 +300
79 IEQ CAPITAL, LLC 0.13% of their portfolio Foster City, CA 56,05956.1k $20.5m $20.5m 0.13% Added +1.7k +1,727
80 SALEM INVESTMENT COUNSELORS INC 0.65% of their portfolio WINSTON-SALEM, NC 55,55855.6k $20.4m $20.4m 0.65% Reduced -1.1k -1,059
81 Clarus Wealth Advisors 9.31% of their portfolio PEORIA, AZ 54,98955.0k $20.1m $20.1m 9.31% Added +22.5k +22,458
82 Sanctuary Advisors, LLC 0.12% of their portfolio INDIANAPOLIS, IN 52,17352.2k $19.1m $19.1m 0.12% Added +2.4k +2,372
83 CREATIVE FINANCIAL DESIGNS INC /ADV 1.31% of their portfolio KOKOMO, IN 49,83349.8k $18.2m $18.2m 1.31% Added +11.3k +11,317
84 Savant Capital, LLC 0.13% of their portfolio ROCKFORD, IL 48,99249.0k $17.9m $17.9m 0.13% Reduced -4.3k -4,315
85 Raab & Moskowitz Asset Management LLC 4.14% of their portfolio Chatham, NJ 47,50547.5k $17.4m $17.4m 4.14% Reduced -803 -803
86 ODonnell Financial Services, LLC 6.66% of their portfolio SAN RAFAEL, CA 47,41047.4k $17.4m $17.4m 6.66% Added +428 +428
87 Blackston Financial Advisory Group, LLC 10.81% of their portfolio THE VILLAGES, FL 47,18047.2k $17.3m $17.3m 10.81% Reduced -2.4k -2,442
88 MATHER GROUP, LLC. 0.18% of their portfolio CHICAGO, IL 46,31346.3k $17.0m $17.0m 0.18% Reduced -1.6k -1,583
89 Stratos Investment Management, LLC 0.77% of their portfolio BEACHWOOD, OH 46,00046.0k $16.8m $16.8m 0.77% Added +4.4k +4,380
90 Wheelhouse Advisory Group LLC 8.30% of their portfolio ST. LOUIS, MO 45,99946.0k $16.8m $16.8m 8.30% Added +2.1k +2,093
91 WealthShield Partners, LLC 2.01% of their portfolio CARY, NC 45,47345.5k $16.6m $16.6m 2.01% Added +367 +367
92 Zhang Financial LLC 0.76% of their portfolio PORTAGE, MI 44,88644.9k $16.4m $16.4m 0.76% Added +1.3k +1,344
93 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 44,23444.2k $16.2m $16.2m 0.02% Reduced -99 -99
94 NWF Advisory Services Inc. 1.93% of their portfolio Los Angeles, CA 44,20744.2k $16.2m $16.2m 1.93% Reduced -123 -123
95 Von Berge Wealth Management Group, LLC 9.23% of their portfolio SAN DIEGO, CA 43,96744.0k $16.4m $16.4m 9.23% Added +28 +28
96 TFB Advisors LLC 4.13% of their portfolio OVERLAND PARK, KS 43,06943.1k $15.8m $15.8m 4.13% Reduced -715 -715
97 SOL Capital Management CO 1.48% of their portfolio ROCKVILLE, MD 41,76741.8k $15.3m $15.3m 1.48% Added +6.9k +6,936
98 Wealthspire Retirement, LLC 1.01% of their portfolio ALISO VIEJO, CA 41,68841.7k $15.3m $15.3m 1.01% New
99 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.34% of their portfolio Seattle, WA 41,38141.4k $15.2m $15.2m 0.34% Added +1.5k +1,496
100 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 40,64240.6k $14.9m $14.9m 0.07% Reduced -22.0k -21,961