Vault-13

VANGUARD WORLD FD MGV

MEGA CAP VAL ETF · ETP · CUSIP 921910840

497 institutional holders +25 vs Q1 2025
52,722,58252.7m shares reported held*
$6.9bnreported value*
44 new 178 added 128 reduced 21 sold out net bought ≈ $679.3m (+5.2m 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 ($519.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $131.17. Options: 1 managers hold calls ($275.5k notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 305Q4 22: 339Q1 23: 335Q2 23: 330Q3 23: 330Q4 23: 368Q1 24: 380Q2 24: 387Q3 24: 422Q4 24: 453Q1 25: 472Q2 25: 497497Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022305
Q4 2022339
Q1 2023335
Q2 2023330
Q3 2023330
Q4 2023368
Q1 2024380
Q2 2024387
Q3 2024422
Q4 2024453
Q1 2025472
Q2 2025497

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 23: 159 bought or addedQ3 23: 127 cut or sold outQ4 23: 157 bought or addedQ4 23: 143 cut or sold outQ4 23Q1 24: 176 bought or addedQ1 24: 142 cut or sold outQ2 24: 162 bought or addedQ2 24: 137 cut or sold outQ2 24Q3 24: 214 bought or addedQ3 24: 131 cut or sold outQ4 24: 208 bought or addedQ4 24: 146 cut or sold outQ4 24Q1 25: 228 bought or addedQ1 25: 174 cut or sold outQ2 25: 222 bought or addedQ2 25: 149 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023159127
Q4 2023157143
Q1 2024176142
Q2 2024162137
Q3 2024214131
Q4 2024208146
Q1 2025228174
Q2 2025222149

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ3 24 calls: $1.3mQ3 24 puts: $12.8kQ3 24P/C 0.01Q4 24 calls: $287.3kQ4 24 puts: $25.0kQ4 24P/C 0.09Q1 25 calls: $4.8mQ1 25 puts: $322.1kQ1 25P/C 0.07Q2 25 calls: $275.5kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$1.3m$12.8k0.01
Q4 2024$287.3k$25.0k0.09
Q1 2025$4.8m$322.1k0.07
Q2 2025$275.5k$00.00

Biggest buyers

OSAIC HOLDINGS, INC. Added +932,588+932.6k
ROYAL BANK OF CANADA Added +735,289+735.3k
Rockefeller Capital Management L.P. Added +458,667+458.7k
ASSETMARK, INC Added +377,584+377.6k
JPMORGAN CHASE & CO Added +333,098+333.1k
BANK OF AMERICA CORP /DE/ Added +319,194+319.2k
Praetorian Wealth Management, Inc. New +316,435+316.4k
WELLS FARGO & COMPANY/MN Added +247,084+247.1k
RAYMOND JAMES FINANCIAL INC Added +193,776+193.8k
MORGAN STANLEY Added +170,805+170.8k

Biggest sellers

BNP PARIBAS FINANCIAL MARKETS Reduced -124,390-124.4k
Black Diamond Financial, LLC Reduced -84,349-84.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -67,140-67.1k
Capital Planning LLC Reduced -50,321-50.3k
PNC Financial Services Group, Inc. Reduced -32,777-32.8k
CIBC Private Wealth Group LLC Reduced -26,979-27.0k
Matthew Goff Investment Advisor, LLC Sold out -24,590-24.6k
Wealthspire Advisors, LLC Reduced -20,352-20.4k
Foundations Investment Advisors, LLC Reduced -18,161-18.2k
BSW Wealth Partners Reduced -16,928-16.9k

Biggest calls

CITADEL ADVISORS LLC Added $275.5k2.1k shares

Biggest puts

None

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 4.70% of their portfolio CONCORD, CA 15,182,18015.2m $2.0bn $2.0bn 4.70% Added +377.6k +377,584
2 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 4,384,6424.4m $575.3m $575.3m 0.05% Added +319.2k +319,194
3 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 3,059,9833.1m $401.5m $401.5m 0.03% Added +170.8k +170,805
4 AMERIPRISE FINANCIAL INC 0.06% of their portfolio MINNEAPOLIS, MN 1,743,1131.7m $228.6m $228.6m 0.06% Added +42.6k +42,570
5 UBS Group AG 0.05% of their portfolio ZURICH, V8 1,690,0611.7m $221.7m $221.7m 0.05% Added +6.5k +6,514
6 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,408,7041.4m $184.8m $184.8m 0.02% Added +735.3k +735,289
7 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,319,7381.3m $173.1m $173.1m 0.05% Reduced -67.1k -67,140
8 PNC Financial Services Group, Inc. 0.10% of their portfolio Pittsburgh, PA 1,223,8021.2m $160.6m $160.6m 0.10% Reduced -32.8k -32,777
9 OSAIC HOLDINGS, INC. 0.25% of their portfolio SCOTTSDALE, AZ 1,099,7741.1m $142.3m $142.3m 0.25% Added +932.6k +932,588
10 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 978,647978.6k $128.4m $128.4m 0.04% Added +1.7k +1,699
11 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 957,879957.9k $125.7m $125.7m 0.03% Added +247.1k +247,084
12 Rockefeller Capital Management L.P. 0.15% of their portfolio NEW YORK, NY 947,204947.2k $124.3m $124.3m 0.15% Added +458.7k +458,667
13 HighTower Advisors, LLC 0.14% of their portfolio CHICAGO, IL 881,650881.6k $115.7m $115.7m 0.14% Added +169.1k +169,080
14 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 855,215855.2k $112.2m $112.2m 0.04% Added +193.8k +193,776
15 Merit Financial Group, LLC 0.94% of their portfolio ALPHARETTA, GA 639,168639.2k $83.9m $83.9m 0.94% Added +50.4k +50,431
16 Sequoia Financial Advisors, LLC 0.55% of their portfolio Akron, OH 615,210615.2k $80.7m $80.7m 0.55% Reduced -816 -816
17 Black Diamond Financial, LLC 12.23% of their portfolio TOWSON, MD 600,060600.1k $78.7m $78.7m 12.23% Reduced -84.3k -84,349
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 510,051510.1k $66.9m $66.9m 0.00% Added +333.1k +333,098
19 MML INVESTORS SERVICES, LLC 0.17% of their portfolio SPRINGFIELD, MA 459,429459.4k $60.3m $60.3m 0.17% Added +20.7k +20,726
20 Cambridge Investment Research Advisors, Inc. 0.16% of their portfolio FAIRFIELD, IA 411,955412.0k $54.0m $54.0m 0.16% Added +18.8k +18,766
21 PETREDIS INVESTMENT ADVISORS LLC 4.18% of their portfolio WARRENDALE, PA 363,074363.1k $47.6m $47.6m 4.18% Added +9.7k +9,665
22 Kestra Advisory Services, LLC 0.21% of their portfolio AUSTIN, TX 326,378326.4k $42.8m $42.8m 0.21% Added +17.7k +17,677
23 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 324,804324.8k $42.6m $42.6m 0.06% Added +5.9k +5,927
24 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 319,531319.5k $41.9m $41.9m 0.04% Reduced -6.0k -5,986
25 Praetorian Wealth Management, Inc. 9.55% of their portfolio CARMEL, CA 316,435316.4k $41.5m $41.5m 9.55% New
26 Strategic Investment Advisors / MI 4.01% of their portfolio FARMINGTON HILLS, MI 314,034314.0k $41.3m $41.3m 4.01% Added +24.8k +24,807
27 Pure Financial Advisors, LLC 0.66% of their portfolio SAN DIEGO, CA 283,770283.8k $37.2m $37.2m 0.66% Added +1.3k +1,332
28 Bernardo Wealth Planning LLC 6.74% of their portfolio HARLEYSVILLE, PA 236,708236.7k $31.1m $31.1m 6.74% Reduced -1.4k -1,368
29 Apriem Advisors 3.14% of their portfolio IRVINE, CA 225,025225.0k $29.5m $29.5m 3.14% Added +90.5k +90,468
30 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 207,899207.9k $27.3m $27.3m 0.05% Added +35.0k +34,991
31 Smartleaf Asset Management LLC 2.40% of their portfolio BOSTON, MA 207,742207.7k $27.3m $27.3m 2.40% Added +2.0k +2,015
32 Beacon Pointe Advisors, LLC 0.28% of their portfolio NEWPORT BEACH, CA 203,743203.7k $26.7m $26.7m 0.28% Added +595 +595
33 BHK Investment Advisors, LLC 10.44% of their portfolio BIRMINGHAM, AL 203,281203.3k $26.7m $26.7m 10.44% Reduced -639 -639
34 Capital Advantage, Inc. 4.14% of their portfolio Walnut Creek, CA 199,187199.2k $26.1m $26.1m 4.14% Reduced -169 -169
35 BTG Pactual Asset Management US LLC 3.49% of their portfolio NEW YORK, NY 197,592197.6k $25.9m $25.9m 3.49% Added +9.7k +9,677
36 Zeit Capital LLC 17.94% of their portfolio GREENWOOD VILLAGE, CO 191,343191.3k $25.1m $25.1m 17.94% Added +1.0k +1,043
37 AVANTAX ADVISORY SERVICES, INC. 0.13% of their portfolio DALLAS, TX 177,487177.5k $23.3m $23.3m 0.13% Reduced -10.4k -10,389
38 ETF Portfolio Partners, Inc. 6.17% of their portfolio LEAWOOD, KS 169,686169.7k $22.3m $22.3m 6.17% Reduced -975 -975
39 Marmo Financial Group, LLC 10.99% of their portfolio Johnson City, TN 168,124168.1k $22.1m $22.1m 10.99% Added +2.6k +2,627
40 Blue Edge Capital, LLC 3.27% of their portfolio RICHMOND, VA 167,823167.8k $22.0m $22.0m 3.27% Reduced -2.0k -2,031
41 LEAVELL INVESTMENT MANAGEMENT, INC. 0.97% of their portfolio MOBILE, AL 163,716163.7k $21.6m $21.6m 0.97% Added +4.6k +4,625
42 MEANS INVESTMENT CO., INC. 2.03% of their portfolio BANGOR, ME 163,407163.4k $21.4m $21.4m 2.03% Reduced -9.2k -9,249
43 Savant Capital, LLC 0.15% of their portfolio ROCKFORD, IL 157,026157.0k $20.6m $20.6m 0.15% Reduced -2.8k -2,794
44 Wealthcare Advisory Partners LLC 0.45% of their portfolio WEST CHESTER, PA 149,110149.1k $19.6m $19.6m 0.45% Added +40.8k +40,769
45 Graney & King, LLC 12.97% of their portfolio LATHAM, NY 147,240147.2k $19.3m $19.3m 12.97% Added +122.4k +122,413
46 HARBOUR INVESTMENTS, INC. 0.48% of their portfolio MADISON, WI 145,427145.4k $19.1m $19.1m 0.48% Added +916 +916
47 AllGen Financial Advisors, Inc. 4.97% of their portfolio ORLANDO, FL 141,057141.1k $18.5m $18.5m 4.97% New
48 TITLEIST ASSET MANAGEMENT, LLC 1.78% of their portfolio SAN ANTONIO, TX 136,252136.3k $17.9m $17.9m 1.78% Added +36.2k +36,219
49 Avior Wealth Management, LLC 0.61% of their portfolio OMAHA, NE 135,528135.5k $17.8m $17.8m 0.61% Added +10.8k +10,792
50 Wealthspire Advisors, LLC 0.10% of their portfolio NEW YORK, NY 132,914132.9k $17.4m $17.4m 0.10% Reduced -20.4k -20,352
51 Sheridan Capital Management, LLC 11.99% of their portfolio San Rafael, CA 132,478132.5k $17.4m $17.4m 11.99% Reduced -15.1k -15,105
52 MFA WEALTH ADVISORS, LLC 3.87% of their portfolio PITTSBURGH, PA 125,779125.8k $16.5m $16.5m 3.87% Added +229 +229
53 Cresset Asset Management, LLC 0.08% of their portfolio Chicago, IL 125,180125.2k $16.5m $16.5m 0.08% Reduced -388 -388
54 Von Berge Wealth Management Group, LLC 8.94% of their portfolio SAN DIEGO, CA 120,420120.4k $15.9m $15.9m 8.94% Added +3.1k +3,149
55 SOL Capital Management CO 1.50% of their portfolio ROCKVILLE, MD 117,739117.7k $15.4m $15.4m 1.50% Added +19.5k +19,546
56 Arax Advisory Partners 0.70% of their portfolio NEW YORK, NY 114,850114.8k $15.1m $15.1m 0.70% Added +31.4k +31,399
57 KICKSTAND VENTURES, LLC. 3.50% of their portfolio PITTSFORD, NY 114,168114.2k $15.0m $15.0m 3.50% New
58 Waverly Advisors, LLC 0.16% of their portfolio BIRMINGHAM, AL 111,079111.1k $14.6m $14.6m 0.16% Added +1.1k +1,150
59 Private Advisor Group, LLC 0.08% of their portfolio MORRISTOWN, NJ 110,609110.6k $14.5m $14.5m 0.08% Added +3.5k +3,529
60 D.A. DAVIDSON & CO. 0.10% of their portfolio GREAT FALLS, MT 108,895108.9k $14.3m $14.3m 0.10% Added +1.5k +1,536
61 Breakwater Capital Group 2.29% of their portfolio PARAMUS, NJ 107,168107.2k $14.1m $14.1m 2.29% Added +4.5k +4,547
62 Atria Wealth Solutions, Inc. 0.32% of their portfolio NEW YORK, NY 105,688105.7k $13.9m $13.9m 0.32% Reduced -16.0k -15,969
63 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 103,368103.4k $13.6m $13.6m 0.01% Reduced -206 -206
64 Select Asset Management & Trust 4.63% of their portfolio MECHANICSBURG, PA 102,959103.0k $13.5m $13.5m 4.63% Added +10 +10
65 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 102,710102.7k $13.5m $13.5m 0.02% Added +703 +703
66 Crumly & Associates Inc. 3.22% of their portfolio SPRINGFIELD, IL 100,858100.9k $13.2m $13.2m 3.22% Added +14.8k +14,779
67 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.30% of their portfolio Seattle, WA 100,663100.7k $13.2m $13.2m 0.30% Reduced -1.0k -1,012
68 HB Wealth Management, LLC 0.09% of their portfolio Atlanta, GA 89,61789.6k $11.8m $11.8m 0.09% Reduced -5.1k -5,112
69 STEPHENS INC /AR/ 0.16% of their portfolio LITTLE ROCK, AR 88,89088.9k $11.7m $11.7m 0.16% Added +6.5k +6,515
70 Per Stirling Capital Management, LLC. 1.51% of their portfolio AUSTIN, TX 87,98188.0k $11.5m $11.5m 1.51% Added +42.5k +42,535
71 Avid Wealth Partners LLC 6.61% of their portfolio SAN ANTONIO, TX 87,65887.7k $11.6m $11.6m 6.61% Added +19.8k +19,831
72 ARQ WEALTH ADVISORS, LLC 3.83% of their portfolio SCOTTSDALE, AZ 86,56886.6k $11.2m $11.2m 3.83% Unchanged
73 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 84,83784.8k $11.1m $11.1m 0.02% Added +22.7k +22,693
74 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 83,30583.3k $10.9m $10.9m 0.03% Reduced -3.5k -3,465
75 Quadcap Wealth Management, LLC 1.39% of their portfolio Frisco, TX 83,24483.2k $10.9m $10.9m 1.39% Added +4.3k +4,334
76 TFB Advisors LLC 2.83% of their portfolio OVERLAND PARK, KS 82,29282.3k $10.8m $10.8m 2.83% Reduced -2.2k -2,199
77 James J. Burns & Company, LLC 1.75% of their portfolio MELVILLE, NY 81,79781.8k $10.7m $10.7m 1.75% Reduced -990 -990
78 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 78,05978.1k $10.4m $10.4m 0.02% Added +3.4k +3,357
79 Modera Wealth Management, LLC 0.12% of their portfolio WESTWOOD, NJ 75,45075.5k $9.9m $9.9m 0.12% Added +151 +151
80 ARCADIA INVESTMENT ADVISORS LLC 4.95% of their portfolio EAGLE, ID 72,73872.7k $9.5m $9.5m 4.95% New
81 WealthShield Partners, LLC 1.11% of their portfolio CARY, NC 69,93069.9k $9.2m $9.2m 1.11% Added +1.1k +1,085
82 Trademark Financial Management, LLC 5.57% of their portfolio Bloomington, MN 69,47469.5k $9.1m $9.1m 5.57% Added +24.0k +23,975
83 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 64,20664.2k $8.4m $8.4m 0.01% Added +24.6k +24,638
84 Pachira Investments Inc. 6.32% of their portfolio DANA POINT, CA 63,75363.8k $8.4m $8.4m 6.32% Added +3.8k +3,799
85 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 61,79461.8k $8.1m $8.1m 0.05% Added +6.1k +6,096
86 QUATTRO FINANCIAL ADVISORS LLC 2.85% of their portfolio The Woodlands, TX 61,76461.8k $8.1m $8.1m 2.85% Reduced -3.9k -3,934
87 Wealthfront Advisers LLC 0.02% of their portfolio Palo Alto, CA 60,98661.0k $8.0m $8.0m 0.02% Reduced -13.8k -13,763
88 Capital Planning LLC 2.44% of their portfolio BELLEVUE, WA 58,96459.0k $7.8m $7.8m 2.44% Reduced -50.3k -50,321
89 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 56,50956.5k $7.4m $7.4m 0.01% Reduced -5.9k -5,890
90 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.54% of their portfolio FORT WAYNE, IN 56,24956.2k $7.4m $7.4m 0.54% Reduced -101 -101
91 CALTON & ASSOCIATES, INC. 1.27% of their portfolio Tampa, FL 55,95656.0k $7.3m $7.3m 1.27% Added +8.8k +8,844
92 Center For Asset Management LLC 4.27% of their portfolio PALM BEACH GARDENS, FL 55,66455.7k $6.9m $6.9m 4.27% Added +13.9k +13,865
93 Texas Capital Bank Wealth Management Services Inc 0.66% of their portfolio Dallas, TX 54,03854.0k $7.1m $7.1m 0.66% Reduced -2.8k -2,765
94 Gladwyn Financial Advisors, Inc. 5.42% of their portfolio CHANTILLY, VA 53,40153.4k $7.0m $7.0m 5.42% First filing
95 FSC Wealth Advisors, LLC 4.40% of their portfolio WAPPINGERS FALLS, NY 53,12753.1k $7.0m $7.0m 4.40% Added +626 +626
96 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 52,80352.8k $6.9m $6.9m 0.00% Added +46 +46
97 Fiduciary Alliance LLC 0.51% of their portfolio GREENVILLE, SC 52,29452.3k $6.9m $6.9m 0.51% New
98 HOWE & RUSLING INC 0.50% of their portfolio ROCHESTER, NY 51,61551.6k $6.8m $6.8m 0.50% Added +11.5k +11,479
99 COMERICA BANK 0.02% of their portfolio DALLAS, TX 48,93648.9k $6.4m $6.4m 0.02% Reduced -258 -258
100 WNY Asset Management, LLC 0.70% of their portfolio Williamsville, NY 48,61648.6k $6.4m $6.4m 0.70% Added +704 +704