Vault-13

VANGUARD WORLD FD MGV

MEGA CAP VAL ETF · ETP · CUSIP 921910840

573 institutional holders +29 vs Q4 2025
56,101,40956.1m shares reported held*
$8.1bnreported value*
59 new 238 added 147 reduced 28 sold out net bought ≈ $243.2m (+1.7m 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 ($5.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $144.99. Options: 1 managers hold calls ($3.6m notional), 2 hold puts ($1.7m).

Trends to Q1 2026

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: 497Q3 25: 508Q4 25: 544Q1 26: 573573Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025508
Q4 2025544
Q1 2026573

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 24: 162 bought or addedQ2 24: 137 cut or sold outQ3 24: 214 bought or addedQ3 24: 131 cut or sold outQ3 24Q4 24: 208 bought or addedQ4 24: 146 cut or sold outQ1 25: 228 bought or addedQ1 25: 174 cut or sold outQ1 25Q2 25: 222 bought or addedQ2 25: 149 cut or sold outQ3 25: 244 bought or addedQ3 25: 165 cut or sold outQ3 25Q4 25: 240 bought or addedQ4 25: 185 cut or sold outQ1 26: 297 bought or addedQ1 26: 175 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024162137
Q3 2024214131
Q4 2024208146
Q1 2025228174
Q2 2025222149
Q3 2025244165
Q4 2025240185
Q1 2026297175

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ2 25 calls: $275.5kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $1.8mQ3 25 puts: $303.0kQ3 25P/C 0.17Q4 25 calls: $240.0kQ4 25 puts: $465.8kQ4 25P/C 1.94Q1 26 calls: $3.6mQ1 26 puts: $1.7mQ1 26P/C 0.48
Numbers
QuarterCallsPutsP/C
Q2 2025$275.5k$00.00
Q3 2025$1.8m$303.0k0.17
Q4 2025$240.0k$465.8k1.94
Q1 2026$3.6m$1.7m0.48

Biggest buyers

OSAIC HOLDINGS, INC. Added +478,442+478.4k
Cerity Partners LLC Added +245,296+245.3k
Beacon Pointe Advisors, LLC Added +166,266+166.3k
ASSETMARK, INC Added +166,009+166.0k
BANK OF AMERICA CORP /DE/ Added +117,605+117.6k
Strategic Investment Advisors / MI Added +102,517+102.5k
MORGAN STANLEY Added +87,462+87.5k
Gateway Wealth Partners, LLC New +80,939+80.9k
Merit Financial Group, LLC Added +75,129+75.1k
MERCER GLOBAL ADVISORS INC /ADV Added +74,051+74.1k

Biggest sellers

SteelPeak Wealth, LLC Sold out -304,412-304.4k
SOL Capital Management CO Sold out -118,720-118.7k
UBS Group AG Reduced -73,057-73.1k
PNC Financial Services Group, Inc. Reduced -62,669-62.7k
BNP PARIBAS FINANCIAL MARKETS Reduced -49,965-50.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -49,395-49.4k
Avior Wealth Management, LLC Reduced -42,985-43.0k
Black Diamond Financial, LLC Reduced -39,685-39.7k
Diversify Advisory Services, LLC Sold out -32,806-32.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -32,357-32.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $3.6m25.1k shares

Biggest puts

JANE STREET GROUP, LLC New $1.5m10.3k shares
CITADEL ADVISORS LLC New $246.4k1.7k 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 4.61% of their portfolio CONCORD, CA 15,596,69515.6m $2.3bn $2.3bn 4.61% Added +166.0k +166,009
2 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 4,639,2124.6m $672.5m $672.5m 0.05% Added +117.6k +117,605
3 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 3,067,4073.1m $444.6m $444.6m 0.03% Added +87.5k +87,462
4 AMERIPRISE FINANCIAL INC 0.08% of their portfolio MINNEAPOLIS, MN 2,279,2262.3m $330.4m $330.4m 0.08% Added +56.7k +56,737
5 UBS Group AG 0.04% of their portfolio ZURICH, V8 1,726,3451.7m $250.2m $250.2m 0.04% Reduced -73.1k -73,057
6 Merit Financial Group, LLC 1.44% of their portfolio ALPHARETTA, GA 1,336,8971.3m $193.8m $193.8m 1.44% Added +75.1k +75,129
7 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,271,2011.3m $184.3m $184.3m 0.05% Reduced -32.4k -32,357
8 PNC Financial Services Group, Inc. 0.10% of their portfolio Pittsburgh, PA 1,160,9931.2m $168.3m $168.3m 0.10% Reduced -62.7k -62,669
9 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 1,083,4471.1m $157.0m $157.0m 0.04% Added +10.2k +10,239
10 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,004,5721.0m $145.6m $145.6m 0.03% Reduced -129 -129
11 HighTower Advisors, LLC 0.13% of their portfolio CHICAGO, IL 835,188835.2k $121.1m $121.1m 0.13% Reduced -2.6k -2,592
12 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 789,955790.0k $114.5m $114.5m 0.04% Added +71.0k +70,985
13 Black Diamond Financial, LLC 11.66% of their portfolio TOWSON, MD 737,261737.3k $106.9m $106.9m 11.66% Reduced -39.7k -39,685
14 VANTAGEPOINT INVESTMENT ADVISERS LLC 0.90% of their portfolio WASHINGTON, DC 733,157733.2k $106.3m $106.3m 0.90% Reduced -27.5k -27,463
15 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 727,459727.5k $105.4m $105.4m 0.02% Added +56.7k +56,722
16 OSAIC HOLDINGS, INC. 0.15% of their portfolio SCOTTSDALE, AZ 694,008694.0k $100.6m $100.6m 0.15% Added +478.4k +478,442
17 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 592,624592.6k $84.5m $84.5m 0.01% Reduced -4.9k -4,865
18 Sequoia Financial Advisors, LLC 0.44% of their portfolio Akron, OH 546,743546.7k $79.3m $79.3m 0.44% Reduced -19.0k -19,047
19 Rockefeller Capital Management L.P. 0.12% of their portfolio NEW YORK, NY 484,201484.2k $70.2m $70.2m 0.12% Added +10.4k +10,429
20 Strategic Investment Advisors / MI 4.35% of their portfolio FARMINGTON HILLS, MI 434,386434.4k $63.0m $63.0m 4.35% Added +102.5k +102,517
21 Cambridge Investment Research Advisors, Inc. 0.14% of their portfolio FAIRFIELD, IA 385,854385.9k $55.9m $55.9m 0.14% Reduced -12.1k -12,144
22 Baird Financial Group, Inc. 0.09% of their portfolio MILWAUKEE, WI 383,484383.5k $55.6m $55.6m 0.09% Added +24.2k +24,222
23 Kestra Advisory Services, LLC 0.21% of their portfolio AUSTIN, TX 374,801374.8k $54.3m $54.3m 0.21% Added +33.0k +32,976
24 Prosperity Consulting Group, LLC 2.41% of their portfolio OWINGS MILLS, MD 373,096373.1k $54.1m $54.1m 2.41% Added +3.6k +3,621
25 Praetorian Wealth Management, Inc. 10.46% of their portfolio CARMEL, CA 368,740368.7k $55.0m $55.0m 10.46% Added +19.4k +19,438
26 PETREDIS INVESTMENT ADVISORS LLC 4.36% of their portfolio WARRENDALE, PA 367,428367.4k $53.3m $53.3m 4.36% Added +3.8k +3,754
27 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 365,764365.8k $53.0m $53.0m 0.05% Added +13.6k +13,642
28 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 342,048342.0k $49.6m $49.6m 0.05% Added +23.4k +23,428
29 Apriem Advisors 4.36% of their portfolio IRVINE, CA 315,383315.4k $45.7m $45.7m 4.36% Added +62.1k +62,118
30 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 292,019292.0k $42.3m $42.3m 0.06% Reduced -49.4k -49,395
31 Pure Financial Advisors, LLC 0.61% of their portfolio SAN DIEGO, CA 290,904290.9k $42.2m $42.2m 0.61% Reduced -6.0k -6,036
32 Cerity Partners LLC 0.05% of their portfolio NEW YORK, NY 260,748260.7k $38.4m $38.4m 0.05% Added +245.3k +245,296
33 BHK Investment Advisors, LLC 10.68% of their portfolio BIRMINGHAM, AL 220,541220.5k $32.0m $32.0m 10.68% Reduced -10.4k -10,412
34 Smartleaf Asset Management LLC 1.12% of their portfolio BOSTON, MA 216,700216.7k $30.9m $30.9m 1.12% Reduced -3.8k -3,812
35 BTG Pactual Asset Management US LLC 3.02% of their portfolio NEW YORK, NY 214,276214.3k $31.1m $31.1m 3.02% Added +20.2k +20,222
36 Bernardo Wealth Planning LLC 6.01% of their portfolio HARLEYSVILLE, PA 211,847211.8k $30.7m $30.7m 6.01% Reduced -8.6k -8,633
37 Integrated Capital Management, LLC 12.60% of their portfolio BLOOMFIELD, MI 206,175206.2k $29.9m $29.9m 12.60% Added +5.1k +5,077
38 Braeburn Wealth Management LLC 16.73% of their portfolio MUSKEGON, MI 201,924201.9k $29.3m $29.3m 16.73% Added +18.7k +18,665
39 Capital Advantage, Inc. 3.75% of their portfolio Walnut Creek, CA 197,725197.7k $28.7m $28.7m 3.75% Added +459 +459
40 Zeit Capital LLC 18.33% of their portfolio GREENWOOD VILLAGE, CO 188,930188.9k $27.4m $27.4m 18.33% Reduced -1.2k -1,155
41 Beacon Pointe Advisors, LLC 0.14% of their portfolio NEWPORT BEACH, CA 183,332183.3k $26.6m $26.6m 0.14% Added +166.3k +166,266
42 TITLEIST ASSET MANAGEMENT, LLC 2.00% of their portfolio SAN ANTONIO, TX 183,109183.1k $26.5m $26.5m 2.00% Added +21.2k +21,204
43 ETF Portfolio Partners, Inc. 6.71% of their portfolio LEAWOOD, KS 176,325176.3k $25.6m $25.6m 6.71% Added +1.5k +1,513
44 LEAVELL INVESTMENT MANAGEMENT, INC. 1.05% of their portfolio MOBILE, AL 176,079176.1k $25.5m $25.5m 1.05% Added +7.1k +7,112
45 Graney & King, LLC 13.61% of their portfolio LATHAM, NY 174,183174.2k $25.2m $25.2m 13.61% Added +5.6k +5,611
46 Blue Edge Capital, LLC 3.05% of their portfolio RICHMOND, VA 158,616158.6k $23.0m $23.0m 3.05% Reduced -17.2k -17,249
47 Savant Capital, LLC 0.11% of their portfolio ROCKFORD, IL 158,587158.6k $23.0m $23.0m 0.11% Added +231 +231
48 Breakwater Capital Group 3.04% of their portfolio PARAMUS, NJ 156,391156.4k $22.7m $22.7m 3.04% Added +10.3k +10,276
49 Marmo Financial Group, LLC 10.86% of their portfolio Johnson City, TN 151,239151.2k $21.9m $21.9m 10.86% Added +490 +490
50 Wealthcare Advisory Partners LLC 0.42% of their portfolio WEST CHESTER, PA 149,185149.2k $21.6m $21.6m 0.42% Added +1.9k +1,873
51 Sheridan Capital Management, LLC 11.40% of their portfolio San Rafael, CA 149,182149.2k $21.6m $21.6m 11.40% Added +4.4k +4,407
52 Avior Wealth Management, LLC 0.61% of their portfolio OMAHA, NE 148,688148.7k $21.5m $21.5m 0.61% Reduced -43.0k -42,985
53 AllGen Financial Advisors, Inc. 5.05% of their portfolio ORLANDO, FL 146,723146.7k $21.3m $21.3m 5.05% Reduced -16.5k -16,517
54 Bison Wealth, LLC 2.16% of their portfolio ATLANTA, GA 143,077143.1k $22.2m $22.2m 2.16% Added +4.3k +4,327
55 HARBOUR INVESTMENTS, INC. 0.32% of their portfolio MADISON, WI 142,839142.8k $20.7m $20.7m 0.32% Added +4.6k +4,551
56 Select Asset Management & Trust 6.31% of their portfolio MECHANICSBURG, PA 139,351139.4k $20.2m $20.2m 6.31% Added +34.1k +34,070
57 MEANS INVESTMENT CO., INC. 1.73% of their portfolio BANGOR, ME 136,710136.7k $19.8m $19.8m 1.73% Reduced -3.1k -3,073
58 Arax Advisory Partners 0.53% of their portfolio NEW YORK, NY 130,063130.1k $18.9m $18.9m 0.53% Added +6.2k +6,188
59 Cresset Asset Management, LLC 0.08% of their portfolio Chicago, IL 125,966126.0k $18.3m $18.3m 0.08% Added +700 +700
60 KICKSTAND VENTURES, LLC. 3.73% of their portfolio PITTSFORD, NY 122,075122.1k $17.7m $17.7m 3.73% Added +1.6k +1,580
61 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.31% of their portfolio Seattle, WA 121,428121.4k $17.6m $17.6m 0.31% Added +2.9k +2,916
62 D.A. DAVIDSON & CO. 0.10% of their portfolio GREAT FALLS, MT 119,478119.5k $17.3m $17.3m 0.10% Added +3.7k +3,671
63 Pachira Investments Inc. 7.97% of their portfolio DANA POINT, CA 117,715117.7k $17.1m $17.1m 7.97% Added +17.6k +17,640
64 Waverly Advisors, LLC 0.12% of their portfolio BIRMINGHAM, AL 113,403113.4k $16.4m $16.4m 0.12% Added +1.5k +1,504
65 Retirement Management Systems Inc. 3.96% of their portfolio STEVENSVILLE, MD 113,341113.3k $16.4m $16.4m 3.96% Reduced -1.5k -1,488
66 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 111,627111.6k $16.2m $16.2m 0.02% Added +1.1k +1,073
67 Annex Advisory Services, LLC 0.30% of their portfolio BROOKFIELD, WI 111,415111.4k $16.1m $16.1m 0.30% Added +18.9k +18,950
68 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 103,341103.3k $15.0m $15.0m 0.01% Added +1.2k +1,223
69 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 102,245102.2k $14.8m $14.8m 0.02% Added +74.1k +74,051
70 Avid Wealth Partners LLC 6.91% of their portfolio SAN ANTONIO, TX 100,874100.9k $14.6m $14.6m 6.91% Added +5.1k +5,144
71 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 97,91497.9k $14.2m $14.2m 0.07% Added +2.5k +2,465
72 HB Wealth Management, LLC 0.09% of their portfolio Atlanta, GA 97,65397.7k $14.2m $14.2m 0.09% Reduced -21 -21
73 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 94,16394.2k $13.6m $13.6m 0.04% Reduced -16.2k -16,235
74 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 92,19992.2k $13.2m $13.2m 0.01% Added +13.6k +13,566
75 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 91,35091.3k $13.2m $13.2m 0.01% Added +5.1k +5,116
76 STEPHENS INC /AR/ 0.16% of their portfolio LITTLE ROCK, AR 90,35990.4k $13.1m $13.1m 0.16% Added +5.8k +5,781
77 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 88,55488.6k $12.8m $12.8m 0.07% Added +2.1k +2,133
78 Ameritas Advisory Services, LLC 0.50% of their portfolio Lincoln, NE 88,08388.1k $12.8m $12.8m 0.50% Reduced -1.3k -1,278
79 ARQ WEALTH ADVISORS, LLC 2.19% of their portfolio SCOTTSDALE, AZ 83,92783.9k $12.2m $12.2m 2.19% Added +681 +681
80 Gateway Wealth Partners, LLC 0.46% of their portfolio APPLETON, WI 80,93980.9k $11.7m $11.7m 0.46% New
81 ALLSTREET CAPITAL ADVISORS LLC 8.59% of their portfolio LOS ANGELES, CA 80,09580.1k $11.6m $11.6m 8.59% Reduced -1.1k -1,108
82 James J. Burns & Company, LLC 1.56% of their portfolio MELVILLE, NY 79,56979.6k $11.5m $11.5m 1.56% Reduced -2.2k -2,208
83 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 77,67077.7k $11.3m $11.3m 0.02% Reduced -5.8k -5,844
84 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 75,50575.5k $10.9m $10.9m 0.03% Added +433 +433
85 Modera Wealth Management, LLC 0.13% of their portfolio WESTWOOD, NJ 74,77274.8k $10.8m $10.8m 0.13% Added +1.3k +1,258
86 PFG Private Wealth Management, LLC 4.59% of their portfolio LUTZ, FL 74,60974.6k $10.8m $10.8m 4.59% Added +24.8k +24,790
87 AMARA FINANCIAL, LLC. 7.25% of their portfolio SAN FRANCISCO, CA 72,51372.5k $10.5m $10.5m 7.25% Added +15.3k +15,297
88 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 72,06272.1k $10.4m $10.4m 0.00% Reduced -2.6k -2,573
89 Crumly & Associates Inc. 2.17% of their portfolio SPRINGFIELD, IL 71,36571.4k $10.3m $10.3m 2.17% Reduced -28.8k -28,804
90 Capital Planning LLC 3.35% of their portfolio BELLEVUE, WA 71,05871.1k $10.3m $10.3m 3.35% Added +8.8k +8,842
91 WealthShield Partners, LLC 1.14% of their portfolio CARY, NC 70,82870.8k $10.3m $10.3m 1.14% Reduced -356 -356
92 Wealthfront Advisers LLC 0.02% of their portfolio Palo Alto, CA 69,18669.2k $10.0m $10.0m 0.02% Added +4.9k +4,872
93 HOWE & RUSLING INC 0.65% of their portfolio ROCHESTER, NY 68,37668.4k $9.9m $9.9m 0.65% Added +7.4k +7,376
94 Quadcap Wealth Management, LLC 1.11% of their portfolio Frisco, TX 67,02867.0k $9.7m $9.7m 1.11% Reduced -6.7k -6,682
95 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 61,12261.1k $8.9m $8.9m 0.02% Added +15.3k +15,332
96 Mayfair Advisory Group, LLC 3.06% of their portfolio BIRMINGHAM, AL 60,36460.4k $8.7m $8.7m 3.06% Added +5.2k +5,151
97 Gladwyn Financial Advisors, Inc. 5.89% of their portfolio CHANTILLY, VA 58,41358.4k $8.5m $8.5m 5.89% Reduced -14 -14
98 Fingerlakes Wealth Management, Inc. 5.36% of their portfolio ITHACA, NY 55,72355.7k $8.1m $8.1m 5.36% Added +4.8k +4,764
99 TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio STAMFORD, CT 52,17252.2k $7.6m $7.6m 0.04% New
100 Fiduciary Alliance LLC 0.46% of their portfolio GREENVILLE, SC 50,68450.7k $7.6m $7.6m 0.46% Reduced -1.5k -1,489