Vault-13

VANGUARD WORLD FD MGV

MEGA CAP VAL ETF · ETP · CUSIP 921910840

601 institutional holders +28 vs Q1 2026
58,783,72258.8m shares reported held*
$9.6bnreported value*
61 new 220 added 176 reduced 33 sold out net bought ≈ $462.7m (+2.8m 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 ($4.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $163.42. Options: 1 managers hold calls ($653.8k notional), 3 hold puts ($3.7m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 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: 573Q2 26: 601601Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026601

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 244 bought or addedQ3 25: 165 cut or sold outQ4 25: 240 bought or addedQ4 25: 185 cut or sold outQ4 25Q1 26: 297 bought or addedQ1 26: 175 cut or sold outQ2 26: 281 bought or addedQ2 26: 209 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024214131
Q4 2024208146
Q1 2025228174
Q2 2025222149
Q3 2025244165
Q4 2025240185
Q1 2026297175
Q2 2026281209

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ3 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 0.48Q2 26 calls: $653.8kQ2 26 puts: $3.7mQ2 26P/C 5.70
Numbers
QuarterCallsPutsP/C
Q3 2025$1.8m$303.0k0.17
Q4 2025$240.0k$465.8k1.94
Q1 2026$3.6m$1.7m0.48
Q2 2026$653.8k$3.7m5.70

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +391,586+391.6k
Merit Financial Group, LLC Added +315,657+315.7k
MARS JEWETT FINANCIAL GROUP, INC. Added +308,693+308.7k
ASSETMARK, INC Added +245,994+246.0k
AMERIPRISE FINANCIAL INC Added +182,014+182.0k
Savant Capital, LLC Added +157,557+157.6k
MORGAN STANLEY Added +153,582+153.6k
Retirement Planning Group, LLC New +149,966+150.0k
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV Added +112,688+112.7k
OSAIC HOLDINGS, INC. Added +95,076+95.1k

Biggest sellers

KICKSTAND VENTURES, LLC. Reduced -118,140-118.1k
Ameritas Advisory Services, LLC Reduced -61,515-61.5k
PNC Financial Services Group, Inc. Reduced -55,068-55.1k
D.A. DAVIDSON & CO. Reduced -47,537-47.5k
QUATTRO FINANCIAL ADVISORS LLC Sold out -42,848-42.8k
RAYMOND JAMES FINANCIAL INC Reduced -36,752-36.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -33,296-33.3k
LifeWealth Investments, LLC Sold out -29,612-29.6k
Brookstone Capital Management Reduced -28,348-28.3k
Bernardo Wealth Planning LLC Reduced -24,458-24.5k

Biggest calls

CITADEL ADVISORS LLC New $653.8k4.0k shares

Biggest puts

JANE STREET GROUP, LLC Added $2.4m14.7k shares
CITADEL ADVISORS LLC Added $1.0m6.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $277.9k1.7k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ASSETMARK, INC 4.45% of their portfolio CONCORD, CA 15,842,68915.8m $2.6bn $2.6bn 4.45% Added +246.0k +245,994
2 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 4,675,7954.7m $764.3m $764.3m 0.05% Added +36.6k +36,583
3 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 3,220,9893.2m $526.5m $526.5m 0.03% Added +153.6k +153,582
4 AMERIPRISE FINANCIAL INC 0.08% of their portfolio MINNEAPOLIS, MN 2,461,2402.5m $402.3m $402.3m 0.08% Added +182.0k +182,014
5 UBS Group AG 0.05% of their portfolio ZURICH, V8 1,790,5271.8m $292.7m $292.7m 0.05% Added +64.2k +64,182
6 Merit Financial Group, LLC 1.68% of their portfolio ALPHARETTA, GA 1,652,5541.7m $270.1m $270.1m 1.68% Added +315.7k +315,657
7 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,237,9051.2m $202.3m $202.3m 0.05% Reduced -33.3k -33,296
8 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 1,158,2331.2m $189.3m $189.3m 0.04% Added +74.8k +74,786
9 PNC Financial Services Group, Inc. 0.09% of their portfolio Pittsburgh, PA 1,105,9251.1m $180.8m $180.8m 0.09% Reduced -55.1k -55,068
10 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 993,873993.9k $162.4m $162.4m 0.03% Reduced -10.7k -10,699
11 HighTower Advisors, LLC 0.14% of their portfolio CHICAGO, IL 877,045877.0k $143.4m $143.4m 0.14% Added +41.9k +41,857
12 OSAIC HOLDINGS, INC. 0.15% of their portfolio SCOTTSDALE, AZ 789,084789.1k $129.0m $129.0m 0.15% Added +95.1k +95,076
13 Cambridge Investment Research Advisors, Inc. 0.14% of their portfolio FAIRFIELD, IA 777,440777.4k $127.1m $127.1m 0.14% Added +391.6k +391,586
14 Black Diamond Financial, LLC 10.91% of their portfolio TOWSON, MD 757,229757.2k $123.8m $123.8m 10.91% Added +20.0k +19,968
15 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 753,203753.2k $123.1m $123.1m 0.03% Reduced -36.8k -36,752
16 VANTAGEPOINT INVESTMENT ADVISERS LLC 0.90% of their portfolio WASHINGTON, DC 733,157733.2k $119.8m $119.8m 0.90% Unchanged
17 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 720,076720.1k $117.7m $117.7m 0.02% Reduced -7.4k -7,383
18 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 683,600683.6k $111.9m $111.9m 0.01% Added +91.0k +90,976
19 Sequoia Financial Advisors, LLC 0.43% of their portfolio Akron, OH 531,727531.7k $86.9m $86.9m 0.43% Reduced -15.0k -15,016
20 Rockefeller Capital Management L.P. 0.12% of their portfolio NEW YORK, NY 486,183486.2k $79.5m $79.5m 0.12% Added +2.0k +1,982
21 Strategic Investment Advisors / MI 4.38% of their portfolio FARMINGTON HILLS, MI 442,676442.7k $72.4m $72.4m 4.38% Added +8.3k +8,290
22 Kestra Advisory Services, LLC 0.21% of their portfolio AUSTIN, TX 403,118403.1k $65.9m $65.9m 0.21% Added +28.3k +28,317
23 Baird Financial Group, Inc. 0.09% of their portfolio MILWAUKEE, WI 387,221387.2k $63.3m $63.3m 0.09% Added +3.7k +3,737
24 Prosperity Consulting Group, LLC 2.39% of their portfolio OWINGS MILLS, MD 386,443386.4k $63.2m $63.2m 2.39% Added +13.3k +13,347
25 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 383,716383.7k $62.7m $62.7m 0.05% Added +18.0k +17,952
26 Praetorian Wealth Management, Inc. 10.70% of their portfolio CARMEL, CA 379,594379.6k $62.0m $62.0m 10.70% Added +10.9k +10,854
27 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 369,442369.4k $60.4m $60.4m 0.06% Added +27.4k +27,394
28 PETREDIS INVESTMENT ADVISORS LLC 4.03% of their portfolio WARRENDALE, PA 366,159366.2k $59.8m $59.8m 4.03% Reduced -1.3k -1,269
29 Apriem Advisors 4.95% of their portfolio IRVINE, CA 349,628349.6k $57.1m $57.1m 4.95% Added +34.2k +34,245
30 Cerity Partners LLC 0.07% of their portfolio NEW YORK, NY 343,974344.0k $56.3m $56.3m 0.07% Added +83.2k +83,226
31 Savant Capital, LLC 0.14% of their portfolio ROCKFORD, IL 316,144316.1k $48.7m $48.7m 0.14% Added +157.6k +157,557
32 MARS JEWETT FINANCIAL GROUP, INC. 10.40% of their portfolio BELLEVUE, WA 314,324314.3k $51.4m $51.4m 10.40% Added +308.7k +308,693
33 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 301,213301.2k $49.2m $49.2m 0.06% Added +9.2k +9,194
34 Pure Financial Advisors, LLC 0.59% of their portfolio SAN DIEGO, CA 285,839285.8k $46.7m $46.7m 0.59% Reduced -5.1k -5,065
35 Avior Wealth Management, LLC 0.97% of their portfolio OMAHA, NE 226,306226.3k $37.0m $37.0m 0.97% Added +77.6k +77,618
36 BHK Investment Advisors, LLC 10.70% of their portfolio BIRMINGHAM, AL 219,087219.1k $35.8m $35.8m 10.70% Reduced -1.5k -1,454
37 Smartleaf Asset Management LLC 1.15% of their portfolio BOSTON, MA 216,700216.7k $35.5m $35.5m 1.15% Unchanged
38 Braeburn Wealth Management LLC 14.85% of their portfolio MUSKEGON, MI 211,636211.6k $34.6m $34.6m 14.85% Added +9.7k +9,712
39 Integrated Capital Management, LLC 12.38% of their portfolio BLOOMFIELD, MI 210,222210.2k $34.4m $34.4m 12.38% Added +4.0k +4,047
40 BTG Pactual Asset Management US LLC 2.54% of their portfolio NEW YORK, NY 208,483208.5k $34.1m $34.1m 2.54% Reduced -5.8k -5,793
41 Capital Advantage, Inc. 3.93% of their portfolio Walnut Creek, CA 197,037197.0k $32.2m $32.2m 3.93% Reduced -688 -688
42 TITLEIST ASSET MANAGEMENT, LLC 2.11% of their portfolio SAN ANTONIO, TX 191,472191.5k $31.3m $31.3m 2.11% Added +8.4k +8,363
43 Zeit Capital LLC 18.71% of their portfolio GREENWOOD VILLAGE, CO 189,915189.9k $31.0m $31.0m 18.71% Added +985 +985
44 Bernardo Wealth Planning LLC 5.23% of their portfolio HARLEYSVILLE, PA 187,389187.4k $30.6m $30.6m 5.23% Reduced -24.5k -24,458
45 LEAVELL INVESTMENT MANAGEMENT, INC. 1.09% of their portfolio MOBILE, AL 182,380182.4k $29.8m $29.8m 1.09% Added +6.3k +6,301
46 Beacon Pointe Advisors, LLC 0.14% of their portfolio NEWPORT BEACH, CA 181,191181.2k $29.6m $29.6m 0.14% Reduced -2.1k -2,141
47 Graney & King, LLC 10.53% of their portfolio LATHAM, NY 179,184179.2k $29.3m $29.3m 10.53% Added +5.0k +5,001
48 ETF Portfolio Partners, Inc. 6.71% of their portfolio LEAWOOD, KS 172,557172.6k $28.2m $28.2m 6.71% Reduced -3.8k -3,768
49 Blue Edge Capital, LLC 3.12% of their portfolio RICHMOND, VA 158,930158.9k $26.0m $26.0m 3.12% Added +314 +314
50 Breakwater Capital Group 3.12% of their portfolio PARAMUS, NJ 158,867158.9k $26.0m $26.0m 3.12% Added +2.5k +2,476
51 Wealthcare Advisory Partners LLC 0.48% of their portfolio WEST CHESTER, PA 154,959155.0k $25.3m $25.3m 0.48% Added +5.8k +5,774
52 Sheridan Capital Management, LLC 12.12% of their portfolio San Rafael, CA 154,080154.1k $25.2m $25.2m 12.12% Added +4.9k +4,898
53 Retirement Planning Group, LLC 0.62% of their portfolio LEAWOOD, KS 149,966150.0k $24.5m $24.5m 0.62% New
54 Bison Wealth, LLC 2.22% of their portfolio ATLANTA, GA 146,800146.8k $24.1m $24.1m 2.22% Added +3.7k +3,723
55 AllGen Financial Advisors, Inc. 5.23% of their portfolio ORLANDO, FL 146,457146.5k $23.9m $23.9m 5.23% Reduced -266 -266
56 Waverly Advisors, LLC 0.14% of their portfolio BIRMINGHAM, AL 145,484145.5k $23.8m $23.8m 0.14% Added +32.1k +32,081
57 HARBOUR INVESTMENTS, INC. 0.32% of their portfolio MADISON, WI 143,280143.3k $23.4m $23.4m 0.32% Added +441 +441
58 Select Asset Management & Trust 6.66% of their portfolio MECHANICSBURG, PA 141,613141.6k $23.1m $23.1m 6.66% Added +2.3k +2,262
59 Arax Advisory Partners 0.15% of their portfolio NEW YORK, NY 141,114141.1k $23.1m $23.1m 0.15% Added +11.1k +11,051
60 MEANS INVESTMENT CO., INC. 1.65% of their portfolio BANGOR, ME 133,485133.5k $21.8m $21.8m 1.65% Reduced -3.2k -3,225
61 Pachira Investments Inc. 8.16% of their portfolio DANA POINT, CA 132,385132.4k $21.6m $21.6m 8.16% Added +14.7k +14,670
62 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.31% of their portfolio Seattle, WA 129,222129.2k $21.1m $21.1m 0.31% Added +7.8k +7,794
63 Cresset Asset Management, LLC 0.07% of their portfolio Chicago, IL 125,856125.9k $20.6m $20.6m 0.07% Reduced -110 -110
64 Retirement Management Systems Inc. 4.03% of their portfolio STEVENSVILLE, MD 120,323120.3k $19.7m $19.7m 4.03% Added +7.0k +6,982
65 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 116,563116.6k $19.1m $19.1m 0.04% Added +22.4k +22,400
66 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2.66% of their portfolio BERMUDA RUN, NC 113,093113.1k $18.5m $18.5m 2.66% Added +112.7k +112,688
67 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 111,569111.6k $18.3m $18.3m 0.02% Reduced -58 -58
68 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 110,373110.4k $18.0m $18.0m 0.01% Added +18.2k +18,174
69 Annex Advisory Services, LLC 0.30% of their portfolio BROOKFIELD, WI 109,313109.3k $17.9m $17.9m 0.30% Reduced -2.1k -2,102
70 TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio STAMFORD, CT 106,191106.2k $17.4m $17.4m 0.07% Added +54.0k +54,019
71 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 104,998105.0k $17.2m $17.2m 0.02% Added +2.8k +2,753
72 ARQ WEALTH ADVISORS, LLC 2.07% of their portfolio SCOTTSDALE, AZ 102,562102.6k $16.7m $16.7m 2.07% Added +18.6k +18,635
73 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 102,217102.2k $16.7m $16.7m 0.01% Reduced -1.1k -1,124
74 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 99,93099.9k $16.3m $16.3m 0.07% Added +2.0k +2,016
75 HB Wealth Management, LLC 0.09% of their portfolio Atlanta, GA 98,28098.3k $16.1m $16.1m 0.09% Added +627 +627
76 STEPHENS INC /AR/ 0.17% of their portfolio LITTLE ROCK, AR 90,70090.7k $14.8m $14.8m 0.17% Added +341 +341
77 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 89,88889.9k $14.7m $14.7m 0.01% Reduced -1.5k -1,462
78 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 89,10489.1k $14.6m $14.6m 0.07% Added +550 +550
79 BESSEMER GROUP INC 0.02% of their portfolio WOODBRIDGE, NJ 86,77186.8k $14.2m $14.2m 0.02% Added +83.4k +83,401
80 ALLSTREET CAPITAL ADVISORS LLC 8.82% of their portfolio LOS ANGELES, CA 82,96283.0k $13.6m $13.6m 8.82% Added +2.9k +2,867
81 Avid Wealth Partners LLC 6.46% of their portfolio SAN ANTONIO, TX 81,65181.7k $13.3m $13.3m 6.46% Reduced -19.2k -19,223
82 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 79,49679.5k $13.0m $13.0m 0.02% Added +1.8k +1,826
83 James J. Burns & Company, LLC 1.40% of their portfolio MELVILLE, NY 79,30679.3k $13.0m $13.0m 1.40% Reduced -263 -263
84 AMARA FINANCIAL, LLC. 7.76% of their portfolio SAN FRANCISCO, CA 79,30479.3k $13.0m $13.0m 7.76% Added +6.8k +6,791
85 Crumly & Associates Inc. 2.40% of their portfolio SPRINGFIELD, IL 76,74776.7k $12.5m $12.5m 2.40% Added +5.4k +5,382
86 HOWE & RUSLING INC 0.73% of their portfolio ROCHESTER, NY 76,61576.6k $12.5m $12.5m 0.73% Added +8.2k +8,239
87 Gateway Wealth Partners, LLC 0.75% of their portfolio APPLETON, WI 76,46576.5k $12.5m $12.5m 0.75% Reduced -4.5k -4,474
88 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 73,55673.6k $12.0m $12.0m 0.02% Reduced -1.9k -1,949
89 Quadcap Wealth Management, LLC 1.15% of their portfolio Frisco, TX 72,20972.2k $11.8m $11.8m 1.15% Added +5.2k +5,181
90 Modera Wealth Management, LLC 0.13% of their portfolio WESTWOOD, NJ 72,07172.1k $11.8m $11.8m 0.13% Reduced -2.7k -2,701
91 D.A. DAVIDSON & CO. 0.07% of their portfolio GREAT FALLS, MT 71,94171.9k $11.8m $11.8m 0.07% Reduced -47.5k -47,537
92 Capital Planning LLC 3.36% of their portfolio BELLEVUE, WA 70,53070.5k $11.5m $11.5m 3.36% Reduced -528 -528
93 Wealthfront Advisers LLC 0.02% of their portfolio Palo Alto, CA 69,98770.0k $11.4m $11.4m 0.02% Added +801 +801
94 PFG Private Wealth Management, LLC 4.67% of their portfolio LUTZ, FL 65,98366.0k $10.8m $10.8m 4.67% Reduced -8.6k -8,626
95 Mayfair Advisory Group, LLC 3.23% of their portfolio BIRMINGHAM, AL 65,27065.3k $10.7m $10.7m 3.23% Added +4.9k +4,906
96 WealthShield Partners, LLC 1.63% of their portfolio CARY, NC 65,25565.3k $10.7m $10.7m 1.63% Reduced -5.6k -5,573
97 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 60,97561.0k $10.0m $10.0m 0.00% Reduced -11.1k -11,087
98 Gladwyn Financial Advisors, Inc. 6.23% of their portfolio CHANTILLY, VA 60,97561.0k $10.0m $10.0m 6.23% Added +2.6k +2,562
99 Fingerlakes Wealth Management, Inc. 5.36% of their portfolio ITHACA, NY 60,92660.9k $10.0m $10.0m 5.36% Added +5.2k +5,203
100 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 59,77859.8k $9.8m $9.8m 0.01% Reduced -1.3k -1,344