Vault-13

VANGUARD WORLD FD MGK

MEGA GRWTH IND · ETP · CUSIP 921910816

1,017 institutional holders +57 vs Q1 2026
199,142,030199.1m shares reported held*
$17.5bnreported value*
101 new 340 added 377 reduced 46 sold out net bought ≈ $161.9m (+816.8k shares)

Q1 2026 share counts are adjusted for a 5-for-1 stock split, so holders aren't shown as buying or selling because of it.

* 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 ($8.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $88.11. Options: 3 managers hold calls ($92.6m notional), 4 hold puts ($27.3m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 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: 960Q2 26: 1,0171,017Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 20261,017

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q3 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 25Q3 25: 389 bought or addedQ3 25: 320 cut or sold outQ4 25: 396 bought or addedQ4 25: 348 cut or sold outQ4 25Q1 26: 408 bought or addedQ1 26: 402 cut or sold outQ2 26: 441 bought or addedQ2 26: 423 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024324297
Q4 2024350291
Q1 2025320365
Q2 2025370305
Q3 2025389320
Q4 2025396348
Q1 2026408402
Q2 2026441423

Calls vs puts

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

CallsPuts
$0$25m$50m$75m$100mQ3 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 0.18Q2 26 calls: $92.6mQ2 26 puts: $27.3mQ2 26P/C 0.30
Numbers
QuarterCallsPutsP/C
Q3 2025$33.7m$9.8m0.29
Q4 2025$36.7m$8.6m0.23
Q1 2026$84.8m$14.9m0.18
Q2 2026$92.6m$27.3m0.30

Biggest buyers

Arax Advisory Partners Added +937,739+937.7k
Merit Financial Group, LLC Added +929,922+929.9k
Janney Montgomery Scott LLC New +621,047+621.0k
Cambridge Investment Research Advisors, Inc. Added +558,204+558.2k
MARS JEWETT FINANCIAL GROUP, INC. Added +542,800+542.8k
MORGAN STANLEY Added +413,542+413.5k
Penserra Capital Management LLC New +407,245+407.2k
Angeles Investment Advisors, LLC Added +356,725+356.7k
Cerity Partners LLC Added +278,132+278.1k
Cassaday & Co Wealth Management LLC Added +233,798+233.8k

Biggest sellers

TWO SIGMA INVESTMENTS, LP Reduced -1,214,280-1.2m
FIFTH THIRD BANCORP Reduced -903,580-903.6k
Prime Capital Investment Advisors, LLC Reduced -888,700-888.7k
WELLS FARGO & COMPANY/MN Reduced -476,481-476.5k
MONETA GROUP INVESTMENT ADVISORS LLC Reduced -325,810-325.8k
Independent Advisor Alliance Sold out -267,495-267.5k
DT Investment Partners, LLC Reduced -229,207-229.2k
CAPTRUST FINANCIAL ADVISORS Reduced -149,555-149.6k
Beacon Capital Management, LLC Reduced -146,013-146.0k
Clarus Wealth Advisors Reduced -138,022-138.0k

Biggest calls

CITADEL ADVISORS LLC Reduced $59.5m676.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $24.0m273.5k shares
JANE STREET GROUP, LLC Reduced $9.1m103.2k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $15.2m173.3k shares
CITADEL ADVISORS LLC Reduced $5.2m59.3k shares
JANE STREET GROUP, LLC Reduced $4.9m55.7k shares
UBS Group AG Unchanged $2.0m22.5k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ASSETMARK, INC 6.41% of their portfolio CONCORD, CA 42,386,66942.4m $3.7bn $3.7bn 6.41% Reduced -47.1k -47,136
2 Cassaday & Co Wealth Management LLC 31.09% of their portfolio MCLEAN, VA 18,830,63818.8m $1.7bn $1.7bn 31.09% Added +233.8k +233,798
3 MORGAN STANLEY 0.06% of their portfolio NEW YORK, NY 13,160,62713.2m $1.2bn $1.2bn 0.06% Added +413.5k +413,542
4 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 10,051,26510.1m $883.6m $883.6m 0.06% Reduced -115.0k -114,985
5 LPL Financial LLC 0.12% of their portfolio FORT MILL, SC 5,833,5915.8m $512.8m $512.8m 0.12% Added +59.8k +59,786
6 UBS Group AG 0.07% of their portfolio ZURICH, V8 5,148,6125.1m $452.6m $452.6m 0.07% Reduced -40.0k -40,033
7 VANTAGEPOINT INVESTMENT ADVISERS LLC 2.83% of their portfolio WASHINGTON, DC 4,295,0854.3m $377.6m $377.6m 2.83% Unchanged
8 CAPTRUST FINANCIAL ADVISORS 0.56% of their portfolio RALEIGH, NC 4,197,4804.2m $369.0m $369.0m 0.56% Reduced -149.6k -149,555
9 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 3,885,3143.9m $341.6m $341.6m 0.07% Reduced -98.4k -98,436
10 Merit Financial Group, LLC 1.99% of their portfolio ALPHARETTA, GA 3,641,8873.6m $320.2m $320.2m 1.99% Added +929.9k +929,922
11 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 3,554,0683.6m $312.4m $312.4m 0.07% Reduced -2.4k -2,377
12 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 3,270,9043.3m $287.5m $287.5m 0.05% Reduced -476.5k -476,481
13 Cerity Partners LLC 0.32% of their portfolio NEW YORK, NY 2,984,0723.0m $262.4m $262.4m 0.32% Added +278.1k +278,132
14 ANGELES WEALTH MANAGEMENT, LLC 11.53% of their portfolio SANTA MONICA, CA 2,869,5612.9m $252.3m $252.3m 11.53% Added +13.6k +13,641
15 PNC Financial Services Group, Inc. 0.11% of their portfolio Pittsburgh, PA 2,600,4662.6m $228.6m $228.6m 0.11% Reduced -58.1k -58,099
16 Howard Capital Management, LLC 2.38% of their portfolio Alpharetta, GA 2,273,5202.3m $199.9m $199.9m 2.38% Unchanged
17 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 2,221,7162.2m $195.3m $195.3m 0.03% Reduced -109.9k -109,944
18 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 2,127,3312.1m $187.0m $187.0m 0.05% Reduced -43.0k -43,024
19 Facet Wealth, Inc. 2.32% of their portfolio WEST PALM BEACH, FL 1,844,9071.8m $162.2m $162.2m 2.32% Added +212.4k +212,352
20 OSAIC HOLDINGS, INC. 0.15% of their portfolio SCOTTSDALE, AZ 1,476,0221.5m $129.8m $129.8m 0.15% Added +45.8k +45,757
21 PETREDIS INVESTMENT ADVISORS LLC 8.13% of their portfolio WARRENDALE, PA 1,371,6621.4m $120.6m $120.6m 8.13% Reduced -4.2k -4,178
22 Rockefeller Capital Management L.P. 0.16% of their portfolio NEW YORK, NY 1,221,3781.2m $107.4m $107.4m 0.16% Added +25.0k +24,973
23 Falcon Wealth Planning 6.67% of their portfolio Ontario, CA 1,198,4941.2m $105.4m $105.4m 6.67% Added +29.8k +29,809
24 Strategic Investment Advisors / MI 6.35% of their portfolio FARMINGTON HILLS, MI 1,193,3031.2m $104.9m $104.9m 6.35% Added +18.2k +18,178
25 Portfolio Strategies, Inc. 10.14% of their portfolio MONTVALE, NJ 1,176,2481.2m $103.4m $103.4m 10.14% Added +2.9k +2,853
26 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 1,127,9731.1m $99.2m $99.2m 0.10% Reduced -4.5k -4,512
27 Cambridge Investment Research Advisors, Inc. 0.11% of their portfolio FAIRFIELD, IA 1,115,6141.1m $98.1m $98.1m 0.11% Added +558.2k +558,204
28 Black Diamond Financial, LLC 8.50% of their portfolio TOWSON, MD 1,096,8191.1m $96.4m $96.4m 8.50% Added +54.4k +54,449
29 STIFEL FINANCIAL CORP 0.07% of their portfolio ST. LOUIS, MO 998,155998.2k $87.7m $87.7m 0.07% Added +36.8k +36,790
30 Arax Advisory Partners 0.57% of their portfolio NEW YORK, NY 973,489973.5k $85.6m $85.6m 0.57% Added +937.7k +937,739
31 IFC Advisors LLC 10.47% of their portfolio LOS ANGELES, CA 938,049938.0k $82.5m $82.5m 10.47% Added +509 +509
32 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 922,894922.9k $81.1m $81.1m 0.10% Reduced -20.2k -20,246
33 Mariner, LLC 0.08% of their portfolio Overland Park, KS 912,807912.8k $80.2m $80.2m 0.08% Reduced -66.7k -66,668
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 889,770889.8k $78.2m $78.2m 0.04% Added +20.0k +19,975
35 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 872,496872.5k $76.7m $76.7m 0.07% Added +88.5k +88,546
36 Praetorian Wealth Management, Inc. 12.97% of their portfolio CARMEL, CA 855,232855.2k $75.2m $75.2m 12.97% Added +13.2k +13,247
37 Gratus Wealth Advisors, LLC 9.15% of their portfolio VIRGINIA BEACH, VA 817,879817.9k $71.9m $71.9m 9.15% Added +4.8k +4,809
38 Leelyn Smith, LLC 8.48% of their portfolio GENEVA, IL 793,605793.6k $69.8m $69.8m 8.48% Added +33.4k +33,425
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 756,909756.9k $65.5m $65.5m 0.00% Added +14.4k +14,434
40 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 652,778652.8k $57.4m $57.4m 0.03% Reduced -20.1k -20,117
41 LEAVELL INVESTMENT MANAGEMENT, INC. 2.00% of their portfolio MOBILE, AL 621,914621.9k $54.7m $54.7m 2.00% Reduced -9.6k -9,586
42 Janney Montgomery Scott LLC 0.11% of their portfolio PHILADELPHIA, PA 621,047621.0k $54.6m $54.6m 0.11% New
43 HENGEHOLD CAPITAL MANAGEMENT LLC 4.11% of their portfolio CINCINNATI, OH 602,809602.8k $53.0m $53.0m 4.11% Added +7.5k +7,484
44 MARS JEWETT FINANCIAL GROUP, INC. 9.86% of their portfolio BELLEVUE, WA 554,130554.1k $48.7m $48.7m 9.86% Added +542.8k +542,800
45 Beacon Capital Management, LLC 6.84% of their portfolio FRANKLIN, TN 530,802530.8k $46.7m $46.7m 6.84% Reduced -146.0k -146,013
46 BTG Pactual Asset Management US LLC 3.38% of their portfolio NEW YORK, NY 515,749515.7k $45.3m $45.3m 3.38% Added +26.0k +26,034
47 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 505,515505.5k $44.4m $44.4m 0.09% Added +56.0k +56,015
48 Lido Advisors, LLC 0.16% of their portfolio Los Angeles, CA 499,842499.8k $43.9m $43.9m 0.16% Reduced -16.0k -16,028
49 Bernardo Wealth Planning LLC 7.37% of their portfolio HARLEYSVILLE, PA 490,460490.5k $43.1m $43.1m 7.37% Reduced -29.3k -29,320
50 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 486,456486.5k $42.8m $42.8m 0.00% Added +16.1k +16,061
51 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio PLYMOUTH, MN 484,483484.5k $42.5m $42.5m 0.07% Added +15.4k +15,383
52 MEANS INVESTMENT CO., INC. 3.13% of their portfolio BANGOR, ME 470,858470.9k $41.4m $41.4m 3.13% Reduced -8.0k -7,997
53 Beacon Pointe Advisors, LLC 0.19% of their portfolio NEWPORT BEACH, CA 469,236469.2k $41.3m $41.3m 0.19% Reduced -4.0k -3,994
54 FC Advisory LLC 10.69% of their portfolio WEST CHESTER, PA 459,040459.0k $40.4m $40.4m 10.69% Reduced -7.3k -7,285
55 ETF Portfolio Partners, Inc. 9.20% of their portfolio LEAWOOD, KS 440,043440.0k $38.7m $38.7m 9.20% Reduced -6.5k -6,482
56 EP Wealth Advisors, LLC 0.14% of their portfolio TORRANCE, CA 411,595411.6k $36.2m $36.2m 0.14% Added +8.7k +8,730
57 Blue Edge Capital, LLC 4.33% of their portfolio RICHMOND, VA 409,912409.9k $36.0m $36.0m 4.33% Reduced -47.0k -47,023
58 Penserra Capital Management LLC 0.28% of their portfolio ORINDA, CA 407,245407.2k $35.8m $35.8m 0.28% New
59 BHK Investment Advisors, LLC 10.27% of their portfolio BIRMINGHAM, AL 391,052391.1k $34.4m $34.4m 10.27% Reduced -1.2k -1,168
60 ALPS ADVISORS INC 0.16% of their portfolio Denver, CO 381,300381.3k $33.5m $33.5m 0.16% Added +90.8k +90,825
61 HB Wealth Management, LLC 0.19% of their portfolio Atlanta, GA 379,143379.1k $33.3m $33.3m 0.19% Added +823 +823
62 Angeles Investment Advisors, LLC 1.96% of their portfolio SANTA MONICA, CA 371,190371.2k $32.6m $32.6m 1.96% Added +356.7k +356,725
63 CX Institutional 0.87% of their portfolio AUBURN, IN 344,313344.3k $30.3m $30.3m 0.87% Reduced -26.7k -26,682
64 Apriem Advisors 2.62% of their portfolio IRVINE, CA 343,729343.7k $30.2m $30.2m 2.62% Added +28.0k +27,969
65 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 343,479343.5k $29.0m $29.0m 0.01% Added +37.7k +37,719
66 Wealthfront Advisers LLC 0.06% of their portfolio Palo Alto, CA 341,174341.2k $30.0m $30.0m 0.06% Reduced -7.6k -7,646
67 Prospera Financial Services Inc 0.43% of their portfolio Dallas, TX 336,415336.4k $29.6m $29.6m 0.43% Added +9.3k +9,345
68 Erickson Financial Group, LLC 15.10% of their portfolio ALLENTOWN, PA 320,460320.5k $28.2m $28.2m 15.10% Reduced -49.6k -49,645
69 AMARA FINANCIAL, LLC. 16.62% of their portfolio SAN FRANCISCO, CA 316,007316.0k $27.8m $27.8m 16.62% Added +3.0k +3,007
70 &PARTNERS 0.11% of their portfolio NASHVILLE, TN 312,826312.8k $27.6m $27.6m 0.11% Added +9.9k +9,856
71 Clarity Financial LLC 2.34% of their portfolio Houston, TX 311,650311.6k $27.4m $27.4m 2.34% Reduced -1.8k -1,835
72 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 307,853307.9k $27.1m $27.1m 0.09% Reduced -43.7k -43,722
73 D.A. DAVIDSON & CO. 0.15% of their portfolio GREAT FALLS, MT 302,209302.2k $26.6m $26.6m 0.15% Reduced -114.2k -114,161
74 Savant Capital, LLC 0.12% of their portfolio ROCKFORD, IL 294,234294.2k $39.5m $39.5m 0.12% Added +46.8k +46,804
75 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 286,950286.9k $25.2m $25.2m 0.00% Reduced -4.2k -4,250
76 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.37% of their portfolio Seattle, WA 284,728284.7k $25.0m $25.0m 0.37% Added +23.6k +23,643
77 CREATIVE FINANCIAL DESIGNS INC /ADV 1.17% of their portfolio KOKOMO, IN 279,673279.7k $24.6m $24.6m 1.17% Added +9.4k +9,368
78 Zeit Capital LLC 14.75% of their portfolio GREENWOOD VILLAGE, CO 278,413278.4k $24.5m $24.5m 14.75% Added +2.2k +2,208
79 Allspring Global Investments Holdings, LLC 0.04% of their portfolio CHARLOTTE, NC 276,640276.6k $24.3m $24.3m 0.04% Added +51.3k +51,320
80 Zhang Financial LLC 0.69% of their portfolio PORTAGE, MI 269,582269.6k $23.7m $23.7m 0.69% Added +13.5k +13,537
81 SALEM INVESTMENT COUNSELORS INC 0.59% of their portfolio WINSTON-SALEM, NC 269,167269.2k $23.7m $23.7m 0.59% Reduced -383 -383
82 Avior Wealth Management, LLC 0.62% of their portfolio OMAHA, NE 267,463267.5k $23.5m $23.5m 0.62% Reduced -3.6k -3,562
83 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 265,885265.9k $23.4m $23.4m 0.01% Unchanged
84 Sanctuary Advisors, LLC 0.11% of their portfolio INDIANAPOLIS, IN 258,150258.1k $22.7m $22.7m 0.11% Reduced -5.2k -5,210
85 Wheelhouse Advisory Group LLC 6.32% of their portfolio ST. LOUIS, MO 254,581254.6k $22.4m $22.4m 6.32% Added +6.3k +6,276
86 ODonnell Financial Services, LLC 6.49% of their portfolio SAN RAFAEL, CA 250,832250.8k $22.1m $22.1m 6.49% Added +5.0k +5,047
87 Gateway Wealth Partners, LLC 1.30% of their portfolio APPLETON, WI 245,744245.7k $21.6m $21.6m 1.30% Reduced -70.1k -70,131
88 Kingsview Wealth Management, LLC 0.26% of their portfolio GRANTS PASS, OR 239,584239.6k $21.1m $21.1m 0.26% Added +3.8k +3,844
89 IEQ CAPITAL, LLC 0.10% of their portfolio Foster City, CA 237,816237.8k $20.9m $20.9m 0.10% Reduced -36.3k -36,319
90 NORTHEAST INVESTMENT MANAGEMENT 0.77% of their portfolio BOSTON, MA 237,090237.1k $20.8m $20.8m 0.77% Added +8.5k +8,525
91 Concurrent Investment Advisors, LLC 0.18% of their portfolio Tampa, FL 236,260236.3k $20.8m $20.8m 0.18% Reduced -39.6k -39,630
92 FIFTH THIRD BANCORP 0.03% of their portfolio CINCINNATI, OH 228,910228.9k $20.1m $20.1m 0.03% Reduced -903.6k -903,580
93 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 228,065228.1k $20.0m $20.0m 0.01% Added +12.2k +12,235
94 DT Investment Partners, LLC 1.49% of their portfolio CHADDS FORD, PA 226,863226.9k $19.9m $19.9m 1.49% Reduced -229.2k -229,207
95 Raab & Moskowitz Asset Management LLC 3.96% of their portfolio Chatham, NJ 224,090224.1k $19.7m $19.7m 3.96% Reduced -480 -480
96 Randall & Associates Wealth Management 11.82% of their portfolio BUTLER, PA 217,296217.3k $19.1m $19.1m 11.82% Added +51.3k +51,341
97 Cresset Asset Management, LLC 0.07% of their portfolio Chicago, IL 216,008216.0k $19.0m $19.0m 0.07% Reduced -817 -817
98 Blackston Financial Advisory Group, LLC 10.68% of their portfolio THE VILLAGES, FL 215,599215.6k $19.0m $19.0m 10.68% Reduced -5.0k -4,976
99 FMR LLC 0.00% of their portfolio BOSTON, MA 210,114210.1k $18.5m $18.5m 0.00% Added +5.1k +5,104
100 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 207,977208.0k $18.3m $18.3m 0.02% Added +937 +937