Vault-13

VANGUARD WORLD FD MGK

MEGA GRWTH IND · ETP · CUSIP 921910816

960 institutional holders -21 vs Q4 2025
39,628,69339.6m shares reported held*
$14.5bnreported value*
66 new 342 added 323 reduced 79 sold out net sold ≈ $568.4m (-1.6m 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 ($9.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $365.88. Options: 3 managers hold calls ($84.8m notional), 4 hold puts ($14.9m).

Trends to Q1 2026

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: 865Q3 25: 902Q4 25: 981Q1 26: 960960Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025902
Q4 2025981
Q1 2026960

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q2 24: 314 bought or addedQ2 24: 270 cut or sold outQ3 24: 324 bought or addedQ3 24: 297 cut or sold outQ3 24Q4 24: 350 bought or addedQ4 24: 291 cut or sold outQ1 25: 320 bought or addedQ1 25: 365 cut or sold outQ1 25Q2 25: 370 bought or addedQ2 25: 305 cut or sold outQ3 25: 389 bought or addedQ3 25: 320 cut or sold outQ3 25Q4 25: 396 bought or addedQ4 25: 348 cut or sold outQ1 26: 408 bought or addedQ1 26: 402 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024314270
Q3 2024324297
Q4 2024350291
Q1 2025320365
Q2 2025370305
Q3 2025389320
Q4 2025396348
Q1 2026408402

Calls vs puts

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

CallsPuts
$0$25m$50m$75m$100mQ2 25 calls: $34.4mQ2 25 puts: $12.0mQ2 25P/C 0.35Q3 25 calls: $33.7mQ3 25 puts: $9.8mQ3 25P/C 0.29Q4 25 calls: $36.7mQ4 25 puts: $8.6mQ4 25P/C 0.23Q1 26 calls: $84.8mQ1 26 puts: $14.9mQ1 26P/C 0.18
Numbers
QuarterCallsPutsP/C
Q2 2025$34.4m$12.0m0.35
Q3 2025$33.7m$9.8m0.29
Q4 2025$36.7m$8.6m0.23
Q1 2026$84.8m$14.9m0.18

Biggest buyers

FIFTH THIRD BANCORP Added +226,200+226.2k
Cerity Partners LLC Added +90,587+90.6k
Beacon Pointe Advisors, LLC Added +87,624+87.6k
RAYMOND JAMES FINANCIAL INC Added +66,026+66.0k
MONETA GROUP INVESTMENT ADVISORS LLC Added +64,927+64.9k
OSAIC HOLDINGS, INC. Added +54,513+54.5k
Independent Advisor Alliance New +53,499+53.5k
VICTORY CAPITAL MANAGEMENT INC New +53,177+53.2k
Gateway Wealth Partners, LLC Added +50,879+50.9k
Strategic Investment Advisors / MI Added +50,602+50.6k

Biggest sellers

Howard Capital Management, LLC Reduced -809,959-810.0k
Kensington Asset Management, LLC Sold out -261,800-261.8k
Angeles Investment Advisors, LLC Reduced -215,447-215.4k
CAPTRUST FINANCIAL ADVISORS Reduced -194,507-194.5k
Align Financial, LLC Reduced -161,949-161.9k
Janney Montgomery Scott LLC Sold out -124,032-124.0k
ASSETMARK, INC Reduced -104,071-104.1k
MORGAN STANLEY Reduced -101,755-101.8k
Merit Financial Group, LLC Reduced -90,349-90.3k
CX Institutional Reduced -69,516-69.5k

Biggest calls

CITADEL ADVISORS LLC Added $52.3m142.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $20.1m54.8k shares
JANE STREET GROUP, LLC Added $12.3m33.6k shares

Biggest puts

CITADEL ADVISORS LLC Added $5.0m13.6k shares
JANE STREET GROUP, LLC Added $4.3m11.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $4.0m10.8k shares
UBS Group AG New $1.7m4.5k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ASSETMARK, INC 6.36% of their portfolio CONCORD, CA 8,486,7618.5m $3.1bn $3.1bn 6.36% Reduced -104.1k -104,071
2 Cassaday & Co Wealth Management LLC 29.11% of their portfolio MCLEAN, VA 3,719,3683.7m $1.4bn $1.4bn 29.11% Added +48.2k +48,165
3 MORGAN STANLEY 0.06% of their portfolio NEW YORK, NY 2,549,4172.5m $936.8m $936.8m 0.06% Reduced -101.8k -101,755
4 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 2,033,2502.0m $747.1m $747.1m 0.05% Reduced -25.5k -25,521
5 LPL Financial LLC 0.11% of their portfolio FORT MILL, SC 1,154,7611.2m $424.3m $424.3m 0.11% Reduced -19.1k -19,091
6 UBS Group AG 0.07% of their portfolio ZURICH, V8 1,037,7291.0m $381.3m $381.3m 0.07% Reduced -62.3k -62,292
7 CAPTRUST FINANCIAL ADVISORS 0.56% of their portfolio RALEIGH, NC 869,407869.4k $319.4m $319.4m 0.56% Reduced -194.5k -194,507
8 VANTAGEPOINT INVESTMENT ADVISERS LLC 2.67% of their portfolio WASHINGTON, DC 859,017859.0k $315.6m $315.6m 2.67% Reduced -16.1k -16,106
9 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 796,750796.8k $292.8m $292.8m 0.07% Added +35.2k +35,242
10 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 749,477749.5k $275.4m $275.4m 0.06% Added +1.6k +1,622
11 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 711,289711.3k $261.4m $261.4m 0.07% Added +39.8k +39,841
12 ANGELES WEALTH MANAGEMENT, LLC 11.42% of their portfolio SANTA MONICA, CA 571,184571.2k $209.9m $209.9m 11.42% Reduced -18.3k -18,272
13 Merit Financial Group, LLC 1.48% of their portfolio ALPHARETTA, GA 542,393542.4k $199.3m $199.3m 1.48% Reduced -90.3k -90,349
14 Cerity Partners LLC 0.28% of their portfolio NEW YORK, NY 541,188541.2k $200.7m $200.7m 0.28% Added +90.6k +90,587
15 PNC Financial Services Group, Inc. 0.11% of their portfolio Pittsburgh, PA 531,713531.7k $195.4m $195.4m 0.11% Added +14.1k +14,064
16 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 466,332466.3k $171.3m $171.3m 0.03% Added +9.1k +9,145
17 Howard Capital Management, LLC 2.73% of their portfolio Alpharetta, GA 454,704454.7k $167.1m $167.1m 2.73% Reduced -810.0k -809,959
18 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 434,071434.1k $159.5m $159.5m 0.05% Added +66.0k +66,026
19 Facet Wealth, Inc. 2.08% of their portfolio WEST PALM BEACH, FL 326,511326.5k $120.0m $120.0m 2.08% Added +18.4k +18,360
20 OSAIC HOLDINGS, INC. 0.15% of their portfolio SCOTTSDALE, AZ 286,053286.1k $105.2m $105.2m 0.15% Added +54.5k +54,513
21 PETREDIS INVESTMENT ADVISORS LLC 8.27% of their portfolio WARRENDALE, PA 275,168275.2k $101.1m $101.1m 8.27% Added +830 +830
22 TWO SIGMA INVESTMENTS, LP 0.08% of their portfolio NEW YORK, NY 254,840254.8k $93.6m $93.6m 0.08% Added +33.7k +33,720
23 Rockefeller Capital Management L.P. 0.16% of their portfolio NEW YORK, NY 239,281239.3k $87.9m $87.9m 0.16% Reduced -5.1k -5,122
24 Strategic Investment Advisors / MI 5.97% of their portfolio FARMINGTON HILLS, MI 235,025235.0k $86.4m $86.4m 5.97% Added +50.6k +50,602
25 Portfolio Strategies, Inc. 10.67% of their portfolio MONTVALE, NJ 234,679234.7k $86.5m $86.5m 10.67% Reduced -3.8k -3,845
26 Falcon Wealth Planning 5.85% of their portfolio Ontario, CA 233,737233.7k $85.9m $85.9m 5.85% Added +13.3k +13,253
27 FIFTH THIRD BANCORP 0.15% of their portfolio CINCINNATI, OH 226,498226.5k $83.2m $83.2m 0.15% Added +226.2k +226,200
28 HighTower Advisors, LLC 0.09% of their portfolio CHICAGO, IL 226,497226.5k $83.2m $83.2m 0.09% Reduced -3.0k -2,973
29 Black Diamond Financial, LLC 8.36% of their portfolio TOWSON, MD 208,474208.5k $76.6m $76.6m 8.36% Reduced -11.8k -11,812
30 Mariner, LLC 0.08% of their portfolio Overland Park, KS 195,895195.9k $72.0m $72.0m 0.08% Added +9.2k +9,176
31 STIFEL FINANCIAL CORP 0.06% of their portfolio ST. LOUIS, MO 192,273192.3k $70.7m $70.7m 0.06% Added +3.9k +3,855
32 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 188,628188.6k $69.3m $69.3m 0.10% Reduced -21.9k -21,938
33 IFC Advisors LLC 9.86% of their portfolio LOS ANGELES, CA 187,508187.5k $68.9m $68.9m 9.86% Added +5.1k +5,060
34 Prime Capital Investment Advisors, LLC 0.79% of their portfolio OVERLAND PARK, KS 185,052185.1k $68.0m $68.0m 0.79% Added +2.1k +2,124
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 173,959174.0k $63.9m $63.9m 0.04% Reduced -57.5k -57,495
36 Praetorian Wealth Management, Inc. 12.28% of their portfolio CARMEL, CA 168,397168.4k $64.6m $64.6m 12.28% Added +9.0k +9,049
37 Gratus Wealth Advisors, LLC 8.64% of their portfolio VIRGINIA BEACH, VA 162,614162.6k $59.8m $59.8m 8.64% Reduced -4.3k -4,334
38 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 156,790156.8k $57.6m $57.6m 0.06% Reduced -32.9k -32,939
39 Leelyn Smith, LLC 7.83% of their portfolio GENEVA, IL 152,036152.0k $55.9m $55.9m 7.83% Added +8.8k +8,770
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 148,495148.5k $52.5m $52.5m 0.00% Added +33.1k +33,126
41 Beacon Capital Management, LLC 8.78% of their portfolio FRANKLIN, TN 135,363135.4k $49.7m $49.7m 8.78% Reduced -20.9k -20,863
42 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 134,579134.6k $49.4m $49.4m 0.03% Reduced -1.4k -1,432
43 LEAVELL INVESTMENT MANAGEMENT, INC. 1.90% of their portfolio MOBILE, AL 126,300126.3k $46.4m $46.4m 1.90% Added +3.9k +3,866
44 HENGEHOLD CAPITAL MANAGEMENT LLC 3.82% of their portfolio CINCINNATI, OH 119,065119.1k $43.7m $43.7m 3.82% Added +2.2k +2,215
45 Cambridge Investment Research Advisors, Inc. 0.11% of their portfolio FAIRFIELD, IA 111,482111.5k $41.0m $41.0m 0.11% Added +5.1k +5,136
46 Bernardo Wealth Planning LLC 7.48% of their portfolio HARLEYSVILLE, PA 103,956104.0k $38.2m $38.2m 7.48% Reduced -3.4k -3,398
47 Lido Advisors, LLC 0.15% of their portfolio Los Angeles, CA 103,174103.2k $37.9m $37.9m 0.15% Reduced -2.1k -2,143
48 BTG Pactual Asset Management US LLC 3.50% of their portfolio NEW YORK, NY 97,94397.9k $36.0m $36.0m 3.50% Added +4.3k +4,335
49 MEANS INVESTMENT CO., INC. 3.07% of their portfolio BANGOR, ME 95,77195.8k $35.2m $35.2m 3.07% Reduced -915 -915
50 Beacon Pointe Advisors, LLC 0.18% of their portfolio NEWPORT BEACH, CA 94,64694.6k $34.8m $34.8m 0.18% Added +87.6k +87,624
51 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 94,07994.1k $34.6m $34.6m 0.00% Reduced -32.7k -32,661
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.08% of their portfolio PLYMOUTH, MN 93,82093.8k $34.6m $34.6m 0.08% Reduced -45.0k -45,050
53 FC Advisory LLC 10.01% of their portfolio WEST CHESTER, PA 93,26593.3k $34.3m $34.3m 10.01% Added +635 +635
54 Blue Edge Capital, LLC 4.46% of their portfolio RICHMOND, VA 91,38791.4k $33.6m $33.6m 4.46% Reduced -6.1k -6,082
55 DT Investment Partners, LLC 2.79% of their portfolio CHADDS FORD, PA 91,21491.2k $33.5m $33.5m 2.79% Reduced -999 -999
56 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 89,90089.9k $33.0m $33.0m 0.09% Reduced -20.2k -20,229
57 ETF Portfolio Partners, Inc. 8.62% of their portfolio LEAWOOD, KS 89,30589.3k $32.8m $32.8m 8.62% Added +2.3k +2,273
58 D.A. DAVIDSON & CO. 0.19% of their portfolio GREAT FALLS, MT 83,27483.3k $30.6m $30.6m 0.19% Added +1.5k +1,461
59 MONETA GROUP INVESTMENT ADVISORS LLC 0.04% of their portfolio ST LOUIS, MO 81,11081.1k $6.0m $6.0m 0.04% Added +64.9k +64,927
60 EP Wealth Advisors, LLC 0.15% of their portfolio TORRANCE, CA 80,57380.6k $29.6m $29.6m 0.15% Added +713 +713
61 BHK Investment Advisors, LLC 9.63% of their portfolio BIRMINGHAM, AL 78,44478.4k $28.8m $28.8m 9.63% Reduced -433 -433
62 HB Wealth Management, LLC 0.18% of their portfolio Atlanta, GA 75,66475.7k $27.8m $27.8m 0.18% Added +587 +587
63 CX Institutional 0.83% of their portfolio AUBURN, IN 74,19974.2k $27.3m $27.3m 0.83% Reduced -69.5k -69,516
64 Erickson Financial Group, LLC 17.04% of their portfolio ALLENTOWN, PA 74,02174.0k $27.2m $27.2m 17.04% Added +2.1k +2,073
65 Kestra Advisory Services, LLC 0.10% of their portfolio AUSTIN, TX 70,31570.3k $25.8m $25.8m 0.10% Added +26.7k +26,681
66 Wealthfront Advisers LLC 0.06% of their portfolio Palo Alto, CA 69,76469.8k $25.6m $25.6m 0.06% Added +6.7k +6,697
67 Prospera Financial Services Inc 0.39% of their portfolio Dallas, TX 65,41465.4k $24.0m $24.0m 0.39% Added +6.7k +6,706
68 Gateway Wealth Partners, LLC 0.90% of their portfolio APPLETON, WI 63,17563.2k $23.2m $23.2m 0.90% Added +50.9k +50,879
69 Apriem Advisors 2.21% of their portfolio IRVINE, CA 63,15263.2k $23.2m $23.2m 2.21% Reduced -36.0k -36,046
70 Clarity Financial LLC 2.51% of their portfolio Houston, TX 62,69762.7k $23.0m $23.0m 2.51% Reduced -9.3k -9,277
71 AMARA FINANCIAL, LLC. 15.86% of their portfolio SAN FRANCISCO, CA 62,60062.6k $23.0m $23.0m 15.86% Reduced -3.0k -2,986
72 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 61,15261.2k $21.7m $21.7m 0.01% Added +14.0k +13,962
73 &PARTNERS 0.11% of their portfolio NASHVILLE, TN 60,59460.6k $22.3m $22.3m 0.11% Reduced -10.0k -9,988
74 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 58,24058.2k $21.4m $21.4m 0.00% Reduced -456 -456
75 ALPS ADVISORS INC 0.10% of their portfolio Denver, CO 58,09558.1k $21.3m $21.3m 0.10% Added +2.0k +1,990
76 Zeit Capital LLC 13.58% of their portfolio GREENWOOD VILLAGE, CO 55,24155.2k $20.3m $20.3m 13.58% Reduced -1.3k -1,305
77 Concurrent Investment Advisors, LLC 0.22% of their portfolio Tampa, FL 55,17855.2k $20.3m $20.3m 0.22% Reduced -36.7k -36,736
78 IEQ CAPITAL, LLC 0.09% of their portfolio Foster City, CA 54,82754.8k $20.1m $20.1m 0.09% Reduced -11.0k -10,994
79 Clarus Wealth Advisors 8.73% of their portfolio PEORIA, AZ 54,72454.7k $20.5m $20.5m 8.73% Added +635 +635
80 Avior Wealth Management, LLC 0.56% of their portfolio OMAHA, NE 54,20554.2k $19.9m $19.9m 0.56% Reduced -3.8k -3,803
81 CREATIVE FINANCIAL DESIGNS INC /ADV 1.21% of their portfolio KOKOMO, IN 54,06154.1k $19.9m $19.9m 1.21% Added +1.6k +1,642
82 SALEM INVESTMENT COUNSELORS INC 0.58% of their portfolio WINSTON-SALEM, NC 53,91053.9k $19.8m $19.8m 0.58% Reduced -981 -981
83 Independent Advisor Alliance 0.21% of their portfolio CHARLOTTE, NC 53,49953.5k $19.7m $19.7m 0.21% New
84 Ameritas Advisory Services, LLC 0.76% of their portfolio Lincoln, NE 53,21453.2k $19.6m $19.6m 0.76% Reduced -2.3k -2,257
85 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 53,17753.2k $19.5m $19.5m 0.01% New
86 Sanctuary Advisors, LLC 0.10% of their portfolio INDIANAPOLIS, IN 52,67252.7k $19.4m $19.4m 0.10% Reduced -929 -929
87 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.33% of their portfolio Seattle, WA 52,21752.2k $19.2m $19.2m 0.33% Added +2.6k +2,641
88 Zhang Financial LLC 0.65% of their portfolio PORTAGE, MI 51,20951.2k $18.8m $18.8m 0.65% Added +1.9k +1,940
89 Wheelhouse Advisory Group LLC 6.05% of their portfolio ST. LOUIS, MO 49,66149.7k $18.2m $18.2m 6.05% Added +1.6k +1,612
90 Savant Capital, LLC 0.09% of their portfolio ROCKFORD, IL 49,48649.5k $18.2m $18.2m 0.09% Added +541 +541
91 ODonnell Financial Services, LLC 6.22% of their portfolio SAN RAFAEL, CA 49,15749.2k $18.0m $18.0m 6.22% Added +407 +407
92 Kingsview Wealth Management, LLC 0.24% of their portfolio GRANTS PASS, OR 47,14847.1k $17.3m $17.3m 0.24% Added +3.4k +3,361
93 NORTHEAST INVESTMENT MANAGEMENT 0.69% of their portfolio BOSTON, MA 45,71345.7k $16.8m $16.8m 0.69% Added +1.7k +1,712
94 Allspring Global Investments Holdings, LLC 0.03% of their portfolio CHARLOTTE, NC 45,06445.1k $16.6m $16.6m 0.03% Added +1.9k +1,934
95 Raab & Moskowitz Asset Management LLC 3.67% of their portfolio Chatham, NJ 44,91444.9k $16.5m $16.5m 3.67% Reduced -1.6k -1,581
96 Blackston Financial Advisory Group, LLC 10.16% of their portfolio THE VILLAGES, FL 44,11544.1k $16.2m $16.2m 10.16% Reduced -195 -195
97 WealthShield Partners, LLC 1.80% of their portfolio CARY, NC 43,95444.0k $16.1m $16.1m 1.80% Reduced -692 -692
98 Cresset Asset Management, LLC 0.07% of their portfolio Chicago, IL 43,36543.4k $15.9m $15.9m 0.07% Added +42.3k +42,272
99 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 43,16643.2k $15.9m $15.9m 0.01% Added +8.5k +8,490
100 Wealthspire Retirement, LLC 0.92% of their portfolio ALISO VIEJO, CA 41,82241.8k $15.4m $15.4m 0.92% Added +4.2k +4,173