Vault-13

VANGUARD WORLD FD MGC

MEGA CAP INDEX · ETP · CUSIP 921910873

456 institutional holders -5 vs Q4 2024
15,291,10315.3m shares reported held*
$3.1bnreported value*
35 new 165 added 140 reduced 36 sold out net bought ≈ $54.3m (+245.4k 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 ($14.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $201.32.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 285Q4 22: 307Q1 23: 308Q2 23: 326Q3 23: 330Q4 23: 381Q1 24: 410Q2 24: 424Q3 24: 428Q4 24: 461Q1 25: 456456Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022285
Q4 2022307
Q1 2023308
Q2 2023326
Q3 2023330
Q4 2023381
Q1 2024410
Q2 2024424
Q3 2024428
Q4 2024461
Q1 2025456

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 23: 138 bought or addedQ2 23: 116 cut or sold outQ3 23: 140 bought or addedQ3 23: 126 cut or sold outQ3 23Q4 23: 176 bought or addedQ4 23: 112 cut or sold outQ1 24: 182 bought or addedQ1 24: 137 cut or sold outQ1 24Q2 24: 170 bought or addedQ2 24: 141 cut or sold outQ3 24: 194 bought or addedQ3 24: 151 cut or sold outQ3 24Q4 24: 177 bought or addedQ4 24: 167 cut or sold outQ1 25: 200 bought or addedQ1 25: 176 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023138116
Q3 2023140126
Q4 2023176112
Q1 2024182137
Q2 2024170141
Q3 2024194151
Q4 2024177167
Q1 2025200176

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ2 24 calls: $236.7kQ2 24 puts: $0Q2 24P/C 0.00Q3 24 calls: $206.6kQ3 24 puts: $248.0kQ3 24P/C 1.20Q4 24 calls: $233.9kQ4 24 puts: $0Q4 24P/C 0.00Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$236.7k$00.00
Q3 2024$206.6k$248.0k1.20
Q4 2024$233.9k$00.00
Q1 2025$0$0—

Biggest buyers

Cetera Investment Advisers Added +178,944+178.9k
Orion Portfolio Solutions, LLC Added +154,351+154.4k
JPMORGAN CHASE & CO Added +145,412+145.4k
ENVESTNET ASSET MANAGEMENT INC Added +83,569+83.6k
Ascent Group, LLC New +68,615+68.6k
UBS Group AG Added +63,700+63.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +41,050+41.0k
WELLS FARGO & COMPANY/MN Added +40,662+40.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +35,092+35.1k
RETIREMENT FINANCIAL SOLUTIONS, LLC New +30,282+30.3k

Biggest sellers

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -208,889-208.9k
Apella Capital, LLC Reduced -83,840-83.8k
MORGAN STANLEY Reduced -82,118-82.1k
AMERIPRISE FINANCIAL INC Reduced -78,263-78.3k
GeoWealth Management, LLC Reduced -76,316-76.3k
TRUIST FINANCIAL CORP Reduced -48,256-48.3k
TWO SIGMA INVESTMENTS, LP Reduced -47,600-47.6k
New York Life Investment Management LLC Reduced -36,791-36.8k
Empirical Asset Management, LLC Sold out -33,880-33.9k
Kestra Investment Management, LLC Sold out -29,948-29.9k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 1,580,2201.6m $318.2m $318.2m 0.03% Reduced -25.5k -25,483
2 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 594,718594.7k $119.8m $119.8m 0.03% Added +40.7k +40,662
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 558,717558.7k $112.5m $112.5m 0.01% Reduced -82.1k -82,118
4 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 522,390522.4k $105.2m $105.2m 0.03% Added +83.6k +83,569
5 New York Life Investment Management LLC 1.03% of their portfolio New York, NY 499,875499.9k $100.7m $100.7m 1.03% Reduced -36.8k -36,791
6 LEAVELL INVESTMENT MANAGEMENT, INC. 4.79% of their portfolio MOBILE, AL 480,962481.0k $96.9m $96.9m 4.79% Added +10.9k +10,926
7 WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 19.54% of their portfolio GLASTONBURY, CT 474,250474.2k $95.5m $95.5m 19.54% Added +2.2k +2,214
8 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 450,142450.1k $90.7m $90.7m 0.02% Reduced -78.3k -78,263
9 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 440,223440.2k $88.7m $88.7m 0.03% Added +10.8k +10,778
10 UBS Group AG 0.02% of their portfolio ZURICH, V8 432,216432.2k $87.0m $87.0m 0.02% Added +63.7k +63,700
11 Cadence Bank 6.13% of their portfolio Tupelo, MS 426,441426.4k $85.9m $85.9m 6.13% Added +1.6k +1,604
12 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 416,895416.9k $84.0m $84.0m 0.04% Added +6.2k +6,240
13 Apella Capital, LLC 2.18% of their portfolio WEST HARTFORD, CT 323,304323.3k $63.6m $63.6m 2.18% Reduced -83.8k -83,840
14 Orion Portfolio Solutions, LLC 0.32% of their portfolio Omaha, NE 312,779312.8k $64.8m $64.8m 0.32% Added +154.4k +154,351
15 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 304,460304.5k $61.3m $61.3m 0.02% Reduced -2.9k -2,913
16 Cetera Investment Advisers 0.11% of their portfolio SCHAUMBURG, IL 272,932272.9k $55.0m $55.0m 0.11% Added +178.9k +178,944
17 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 13.24% of their portfolio EAGLE, ID 214,599214.6k $43.2m $43.2m 13.24% Reduced -9.3k -9,336
18 Verus Financial Partners, Inc. 4.65% of their portfolio RICHMOND, VA 209,707209.7k $40.7m $40.7m 4.65% Reduced -6.0k -6,038
19 CAPTRUST FINANCIAL ADVISORS 0.10% of their portfolio RALEIGH, NC 201,282201.3k $40.5m $40.5m 0.10% Added +3.1k +3,141
20 Forvis Mazars Wealth Advisors, LLC 0.97% of their portfolio Springfield, MO 200,732200.7k $40.4m $40.4m 0.97% Reduced -29.5k -29,455
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 200,719200.7k $40.4m $40.4m 0.00% Added +145.4k +145,412
22 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 194,300194.3k $39.1m $39.1m 0.06% Reduced -2.4k -2,354
23 TRUIST FINANCIAL CORP 0.06% of their portfolio CHARLOTTE, NC 180,488180.5k $36.3m $36.3m 0.06% Reduced -48.3k -48,256
24 One Capital Management, LLC 1.18% of their portfolio WESTLAKE VILLAGE, CA 173,855173.9k $35.0m $35.0m 1.18% Reduced -20.8k -20,788
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 169,288169.3k $34.1m $34.1m 0.03% Added +35.1k +35,092
26 IEQ CAPITAL, LLC 0.26% of their portfolio Foster City, CA 163,459163.5k $32.9m $32.9m 0.26% Reduced -2.6k -2,574
27 Orion Porfolio Solutions, LLC 0.30% of their portfolio OMAHA, NE 154,351154.4k $31.1m $31.1m 0.30% Reduced -4.1k -4,077
28 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 143,366143.4k $28.9m $28.9m 0.01% Reduced -16.3k -16,285
29 ProVise Management Group, LLC 2.26% of their portfolio CLEARWATER, FL 132,235132.2k $26.6m $26.6m 2.26% Added +4.1k +4,098
30 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 121,638121.6k $24.5m $24.5m 0.06% Reduced -26.9k -26,934
31 Mesirow Financial Investment Management, Inc. 0.41% of their portfolio CHICAGO, IL 105,178105.2k $21.2m $21.2m 0.41% Added +2.2k +2,159
32 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 101,151101.2k $20.4m $20.4m 0.05% Added +19.2k +19,237
33 FSA WEALTH PARTNERS, INC. 7.47% of their portfolio Rockville, MD 98,07898.1k $19.8m $19.8m 7.47% Added +191 +191
34 Black Diamond Financial, LLC 2.97% of their portfolio TOWSON, MD 98,04798.0k $19.7m $19.7m 2.97% Reduced -834 -834
35 EXENCIAL WEALTH ADVISORS, LLC 0.66% of their portfolio OKLAHOMA CITY, OK 88,39488.4k $17.8m $17.8m 0.66% Reduced -2.3k -2,309
36 Atlantic Union Bankshares Corp 1.04% of their portfolio GLEN ALLEN, VA 85,67085.7k $17.3m $17.3m 1.04% Reduced -252 -252
37 Capital Advantage, Inc. 3.28% of their portfolio Walnut Creek, CA 84,71184.7k $18.0m $18.0m 3.28% Unchanged
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 79,88879.9k $16.1m $16.1m 0.03% Added +41.0k +41,050
39 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 79,37079.4k $16.0m $16.0m 0.02% Added +7.3k +7,252
40 American Investment Services, Inc. 2.73% of their portfolio GREAT BARRINGTON, MA 76,91376.9k $15.5m $15.5m 2.73% Reduced -203 -203
41 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 76,70176.7k $15.4m $15.4m 0.05% Reduced -4.0k -4,042
42 MA Private Wealth 2.81% of their portfolio SAN CARLOS, CA 74,15174.2k $14.9m $14.9m 2.81% Added +1.1k +1,072
43 VSM Wealth Advisory, LLC 5.36% of their portfolio HUNT VALLEY, MD 74,04874.0k $14.9m $14.9m 5.36% Added +3.5k +3,466
44 COZAD ASSET MANAGEMENT INC 1.46% of their portfolio CHAMPAIGN, IL 72,57272.6k $14.6m $14.6m 1.46% Added +1.6k +1,611
45 Modera Wealth Management, LLC 0.20% of their portfolio WESTWOOD, NJ 72,48672.5k $14.6m $14.6m 0.20% Added +1.9k +1,851
46 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.37% of their portfolio Seattle, WA 70,71770.7k $14.2m $14.2m 0.37% Added +777 +777
47 Capital Investment Advisors, LLC 0.28% of their portfolio ATLANTA, GA 70,00170.0k $14.1m $14.1m 0.28% Added +6.1k +6,135
48 Ascent Group, LLC 0.59% of their portfolio VIRGINIA BEACH, VA 68,61568.6k $13.8m $13.8m 0.59% New
49 GREAT VALLEY ADVISOR GROUP, INC. 0.28% of their portfolio WILMINGTON, DE 65,19965.2k $13.1m $13.1m 0.28% Reduced -2.7k -2,742
50 Sensible Financial Planning & Management, LLC. 2.60% of their portfolio WALTHAM, MA 64,74864.7k $13.0m $13.0m 2.60% Added +9.5k +9,529
51 Systelligence, LLC 2.97% of their portfolio BLOOMINGTON, MN 61,41561.4k $12.4m $12.4m 2.97% Added +8.3k +8,325
52 HB Wealth Management, LLC 0.10% of their portfolio Atlanta, GA 57,75057.8k $11.6m $11.6m 0.10% Added +2.7k +2,748
53 CreativeOne Wealth, LLC 0.34% of their portfolio OVERLAND PARK, KS 56,05156.1k $11.3m $11.3m 0.34% Reduced -7.7k -7,737
54 Berkshire Money Management, Inc. 1.10% of their portfolio DALTON, MA 48,89648.9k $9.8m $9.8m 1.10% Reduced -495 -495
55 Keel Point, LLC 0.76% of their portfolio HUNTSVILLE, AL 48,59248.6k $9.8m $9.8m 0.76% Reduced -4.2k -4,171
56 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 48,41348.4k $9.7m $9.7m 0.03% Added +35 +35
57 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 47,32247.3k $9.5m $9.5m 0.02% Reduced -1.2k -1,199
58 Buttonwood Financial Group, LLC 5.21% of their portfolio Kansas City, MO 46,84346.8k $8.9m $8.9m 5.21% Added +29.0k +28,976
59 SCHMIDT P J INVESTMENT MANAGEMENT INC 1.70% of their portfolio CEDARBURG, WI 46,02146.0k $9.3m $9.3m 1.70% Reduced -2.5k -2,547
60 TriaGen Wealth Management LLC 3.27% of their portfolio Calabasas, CA 46,00946.0k $9.3m $9.3m 3.27% Reduced -305 -305
61 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.69% of their portfolio FORT WAYNE, IN 44,55344.6k $9.0m $9.0m 0.69% Unchanged
62 Blackston Financial Advisory Group, LLC 5.88% of their portfolio THE VILLAGES, FL 43,02543.0k $8.7m $8.7m 5.88% Reduced -2.5k -2,544
63 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 42,34242.3k $8.5m $8.5m 0.00% Reduced -86 -86
64 Destination Wealth Management 0.26% of their portfolio Walnut Creek, CA 41,36741.4k $8.3m $8.3m 0.26% Added +351 +351
65 Colorado Capital Management, Inc. 3.86% of their portfolio BOULDER, CO 41,16841.2k $8.3m $8.3m 3.86% Added +6.2k +6,154
66 West Wealth Group, LLC 2.42% of their portfolio Irvine, CA 40,51040.5k $8.2m $8.2m 2.42% Added +27.9k +27,931
67 Baker Ellis Asset Management LLC 1.13% of their portfolio Vancouver, WA 39,04839.0k $7.9m $7.9m 1.13% Reduced -45 -45
68 Physician Wealth Advisors, Inc. 1.31% of their portfolio MIDVALE, UT 37,87937.9k $7.6m $7.6m 1.31% Added +4.3k +4,267
69 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 37,86337.9k $7.6m $7.6m 0.05% Added +17.2k +17,204
70 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 36,72836.7k $7.4m $7.4m 0.04% Reduced -8.6k -8,572
71 Strategic Blueprint, LLC 0.40% of their portfolio ATLANTA, GA 36,68736.7k $7.4m $7.4m 0.40% Added +1.7k +1,665
72 FLORIDA FINANCIAL ADVISORS, LLC 2.81% of their portfolio TAMPA, FL 35,33835.3k $7.1m $7.1m 2.81% Reduced -5.6k -5,563
73 Security Financial Services, INC. 1.36% of their portfolio Fort Wayne, IN 33,95434.0k $6.8m $6.8m 1.36% Added +19.3k +19,303
74 MONETA GROUP INVESTMENT ADVISORS LLC 0.09% of their portfolio ST LOUIS, MO 33,76433.8k $6.8m $6.8m 0.09% Added +9.4k +9,411
75 Equita Financial Network, Inc. 2.23% of their portfolio FORT WASHINGTON, PA 31,66231.7k $6.4m $6.4m 2.23% Unchanged
76 RETIREMENT FINANCIAL SOLUTIONS, LLC 2.37% of their portfolio KNOXVILLE, TN 30,28230.3k $6.1m $6.1m 2.37% New
77 STEPH & CO 2.15% of their portfolio MARINETTE, WI 29,72729.7k $6.0m $6.0m 2.15% Added +440 +440
78 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 29,31429.3k $5.9m $5.9m 0.02% Added +3.6k +3,596
79 Tradition Wealth Management, LLC 0.52% of their portfolio EDINA, MN 29,31229.3k $5.9m $5.9m 0.52% Added +452 +452
80 Zhang Financial LLC 0.31% of their portfolio PORTAGE, MI 29,04329.0k $5.8m $5.8m 0.31% Added +3.3k +3,325
81 DIVERSIFIED TRUST CO 0.14% of their portfolio MEMPHIS, TN 28,89228.9k $5.8m $5.8m 0.14% Reduced -5.0k -4,975
82 CALTON & ASSOCIATES, INC. 1.27% of their portfolio Tampa, FL 27,70027.7k $5.6m $5.6m 1.27% Added +357 +357
83 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 27,68627.7k $5.6m $5.6m 0.01% Added +1.7k +1,731
84 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 26,72726.7k $5.4m $5.4m 0.00% Added +5.9k +5,868
85 IFP Advisors, Inc 0.16% of their portfolio TAMPA, FL 26,12326.1k $5.3m $5.3m 0.16% Added +274 +274
86 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 25,84625.8k $5.2m $5.2m 0.03% Added +1.0k +1,018
87 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 24,69124.7k $5.0m $5.0m 0.02% Unchanged
88 FLAGSHIP WEALTH ADVISORS, LLC 2.09% of their portfolio WAKEFIELD, MA 24,68724.7k $5.0m $5.0m 2.09% Added +9.8k +9,766
89 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 24,55824.6k $4.9m $4.9m 0.01% Reduced -4.9k -4,913
90 Waterford Advisors, LLC 2.03% of their portfolio ORCHARD PARK, NY 24,32524.3k $4.9m $4.9m 2.03% Reduced -1.6k -1,621
91 Segment Wealth Management, LLC 0.33% of their portfolio HOUSTON, TX 24,24524.2k $4.9m $4.9m 0.33% Reduced -21.3k -21,291
92 COLDSTREAM CAPITAL MANAGEMENT INC 0.10% of their portfolio BELLEVUE, WA 23,46123.5k $4.7m $4.7m 0.10% Reduced -369 -369
93 FIDUCIARY ADVISORS, INC. 4.66% of their portfolio ST. LOUIS, MO 23,43123.4k $4.7m $4.7m 4.66% Added +70 +70
94 MONTAG A & ASSOCIATES INC 0.23% of their portfolio ATLANTA, GA 23,20323.2k $4.7m $4.7m 0.23% Added +243 +243
95 Stokes Family Office, LLC 0.50% of their portfolio NEW ORLEANS, LA 22,28022.3k $4.5m $4.5m 0.50% Reduced -115 -115
96 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 21,64221.6k $4.4m $4.4m 0.03% Reduced -756 -756
97 FMR LLC 0.00% of their portfolio BOSTON, MA 21,61021.6k $4.4m $4.4m 0.00% Reduced -2.2k -2,249
98 PATTEN & PATTEN INC/TN 0.29% of their portfolio CHATTANOOGA, TN 21,32821.3k $4.3m $4.3m 0.29% Added +7.5k +7,450
99 Legacy Advisory Services, LLC 3.60% of their portfolio Exton, PA 21,17921.2k $4.3m $4.3m 3.60% Reduced -8.0k -7,950
100 Brooklyn FI, LLC 0.46% of their portfolio NEW YORK, NY 20,79420.8k $1.5m $1.5m 0.46% Added +18.3k +18,286