Vault-13

VANGUARD WORLD FD MGC

MEGA CAP INDEX · ETP · CUSIP 921910873

475 institutional holders +19 vs Q1 2025
16,705,95416.7m shares reported held*
$3.8bnreported value*
41 new 136 added 158 reduced 20 sold out net bought ≈ $402.3m (+1.8m 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 ($22.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $225.35. Options: 1 managers hold calls ($292.4k notional), 1 hold puts ($292.4k).

Trends to Q2 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: 456Q2 25: 475475Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025475

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 140 bought or addedQ3 23: 126 cut or sold outQ4 23: 176 bought or addedQ4 23: 112 cut or sold outQ4 23Q1 24: 182 bought or addedQ1 24: 137 cut or sold outQ2 24: 170 bought or addedQ2 24: 141 cut or sold outQ2 24Q3 24: 194 bought or addedQ3 24: 151 cut or sold outQ4 24: 177 bought or addedQ4 24: 167 cut or sold outQ4 24Q1 25: 200 bought or addedQ1 25: 176 cut or sold outQ2 25: 177 bought or addedQ2 25: 178 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023140126
Q4 2023176112
Q1 2024182137
Q2 2024170141
Q3 2024194151
Q4 2024177167
Q1 2025200176
Q2 2025177178

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ3 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 —Q2 25 calls: $292.4kQ2 25 puts: $292.4kQ2 25P/C 1.00
Numbers
QuarterCallsPutsP/C
Q3 2024$206.6k$248.0k1.20
Q4 2024$233.9k$00.00
Q1 2025$0$0—
Q2 2025$292.4k$292.4k1.00

Biggest buyers

RiverFront Investment Group, LLC Added +474,578+474.6k
ENVESTNET ASSET MANAGEMENT INC Added +341,492+341.5k
ROYAL BANK OF CANADA Added +288,770+288.8k
Rockefeller Capital Management L.P. Added +115,638+115.6k
RAYMOND JAMES FINANCIAL INC Added +96,754+96.8k
Praetorian Wealth Management, Inc. New +88,207+88.2k
TWO SIGMA INVESTMENTS, LP Added +85,000+85.0k
New York Life Investment Management LLC Added +76,736+76.7k
JPMORGAN CHASE & CO Added +71,956+72.0k
AlphaCore Capital LLC Added +66,985+67.0k

Biggest sellers

Atlantic Union Bankshares Corp Reduced -80,261-80.3k
American Investment Services, Inc. Sold out -76,913-76.9k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -58,556-58.6k
Berkshire Money Management, Inc. Reduced -48,363-48.4k
Equita Financial Network, Inc. Sold out -31,662-31.7k
Capital Advantage, Inc. Reduced -25,662-25.7k
Waterford Advisors, LLC Reduced -23,448-23.4k
AMERIPRISE FINANCIAL INC Reduced -22,997-23.0k
Brooklyn FI, LLC Reduced -16,853-16.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -16,668-16.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $292.4k1.3k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $292.4k1.3k 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 1,575,6181.6m $354.4m $354.4m 0.03% Reduced -4.6k -4,602
2 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 863,882863.9k $194.3m $194.3m 0.06% Added +341.5k +341,492
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 592,740592.7k $133.3m $133.3m 0.01% Added +34.0k +34,023
4 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 587,587587.6k $132.2m $132.2m 0.03% Reduced -7.1k -7,131
5 New York Life Investment Management LLC 1.21% of their portfolio New York, NY 576,611576.6k $129.7m $129.7m 1.21% Added +76.7k +76,736
6 LEAVELL INVESTMENT MANAGEMENT, INC. 4.99% of their portfolio MOBILE, AL 494,163494.2k $111.4m $111.4m 4.99% Added +13.2k +13,201
7 WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 20.04% of their portfolio GLASTONBURY, CT 481,051481.1k $108.2m $108.2m 20.04% Added +6.8k +6,801
8 UBS Group AG 0.02% of their portfolio ZURICH, V8 477,698477.7k $107.4m $107.4m 0.02% Added +45.5k +45,482
9 RiverFront Investment Group, LLC 2.09% of their portfolio RICHMOND, VA 476,135476.1k $107.1m $107.1m 2.09% Added +474.6k +474,578
10 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 467,196467.2k $105.1m $105.1m 0.04% Added +27.0k +26,973
11 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 432,136432.1k $97.2m $97.2m 0.01% Added +288.8k +288,770
12 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 427,145427.1k $96.0m $96.0m 0.02% Reduced -23.0k -22,997
13 Cadence Bank 6.27% of their portfolio Tupelo, MS 423,464423.5k $95.2m $95.2m 6.27% Reduced -3.0k -2,977
14 PNC Financial Services Group, Inc. 0.06% of their portfolio Pittsburgh, PA 415,956416.0k $93.6m $93.6m 0.06% Reduced -939 -939
15 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 401,214401.2k $90.2m $90.2m 0.03% Added +96.8k +96,754
16 Apella Capital, LLC 2.00% of their portfolio WEST HARTFORD, CT 327,444327.4k $73.9m $73.9m 2.00% Added +4.1k +4,140
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 272,675272.7k $61.3m $61.3m 0.00% Added +72.0k +71,956
18 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 270,624270.6k $60.9m $60.9m 0.10% Reduced -2.3k -2,308
19 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 237,276237.3k $53.4m $53.4m 0.06% Added +115.6k +115,638
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 215,563215.6k $48.5m $48.5m 0.04% Added +46.3k +46,275
21 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 12.98% of their portfolio EAGLE, ID 214,932214.9k $48.3m $48.3m 12.98% Added +333 +333
22 CAPTRUST FINANCIAL ADVISORS 0.10% of their portfolio RALEIGH, NC 208,204208.2k $46.8m $46.8m 0.10% Added +6.9k +6,922
23 Verus Financial Partners, Inc. 4.81% of their portfolio RICHMOND, VA 208,041208.0k $47.2m $47.2m 4.81% Reduced -1.7k -1,666
24 Forvis Mazars Wealth Advisors, LLC 0.96% of their portfolio Springfield, MO 197,881197.9k $44.5m $44.5m 0.96% Reduced -2.9k -2,851
25 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 194,427194.4k $43.7m $43.7m 0.06% Added +127 +127
26 TRUIST FINANCIAL CORP 0.06% of their portfolio CHARLOTTE, NC 190,959191.0k $43.0m $43.0m 0.06% Added +10.5k +10,471
27 One Capital Management, LLC 1.29% of their portfolio WESTLAKE VILLAGE, CA 165,799165.8k $37.3m $37.3m 1.29% Reduced -8.1k -8,056
28 IEQ CAPITAL, LLC 0.22% of their portfolio Foster City, CA 163,393163.4k $36.8m $36.8m 0.22% Reduced -66 -66
29 Orion Porfolio Solutions, LLC 0.28% of their portfolio OMAHA, NE 145,990146.0k $32.8m $32.8m 0.28% Reduced -8.4k -8,361
30 ProVise Management Group, LLC 2.34% of their portfolio CLEARWATER, FL 131,962132.0k $29.7m $29.7m 2.34% Reduced -273 -273
31 Mesirow Financial Investment Management, Inc. 0.47% of their portfolio CHICAGO, IL 106,843106.8k $24.0m $24.0m 0.47% Added +1.7k +1,665
32 Ascent Group, LLC 0.89% of their portfolio VIRGINIA BEACH, VA 101,899101.9k $22.9m $22.9m 0.89% Added +33.3k +33,284
33 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 97,98898.0k $22.0m $22.0m 0.04% Reduced -3.2k -3,163
34 Black Diamond Financial, LLC 3.42% of their portfolio TOWSON, MD 97,86497.9k $22.0m $22.0m 3.42% Reduced -183 -183
35 FSA WEALTH PARTNERS, INC. 10.01% of their portfolio Rockville, MD 92,21892.2k $20.7m $20.7m 10.01% Reduced -5.9k -5,860
36 TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio NEW YORK, NY 92,20092.2k $20.7m $20.7m 0.04% Added +85.0k +85,000
37 EXENCIAL WEALTH ADVISORS, LLC 0.71% of their portfolio OKLAHOMA CITY, OK 89,46089.5k $20.1m $20.1m 0.71% Added +1.1k +1,066
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 88,58188.6k $20.1m $20.1m 0.03% Added +8.7k +8,693
39 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 88,29188.3k $19.9m $19.9m 0.05% Added +39.9k +39,878
40 Praetorian Wealth Management, Inc. 4.57% of their portfolio CARMEL, CA 88,20788.2k $19.8m $19.8m 4.57% New
41 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 85,99286.0k $19.3m $19.3m 0.06% Added +9.3k +9,291
42 AlphaCore Capital LLC 0.67% of their portfolio LA JOLLA, CA 77,73977.7k $17.5m $17.5m 0.67% Added +67.0k +66,985
43 Capital Investment Advisors, LLC 0.30% of their portfolio ATLANTA, GA 75,16075.2k $16.9m $16.9m 0.30% Added +5.2k +5,159
44 MA Private Wealth 2.95% of their portfolio SAN CARLOS, CA 73,33473.3k $16.5m $16.5m 2.95% Reduced -817 -817
45 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.37% of their portfolio Seattle, WA 72,70972.7k $16.4m $16.4m 0.37% Added +2.0k +1,992
46 COZAD ASSET MANAGEMENT INC 1.42% of their portfolio CHAMPAIGN, IL 72,28772.3k $16.3m $16.3m 1.42% Reduced -285 -285
47 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 71,21271.2k $16.0m $16.0m 0.01% Reduced -8.2k -8,158
48 VSM Wealth Advisory, LLC 5.26% of their portfolio HUNT VALLEY, MD 70,79670.8k $15.9m $15.9m 5.26% Reduced -3.3k -3,252
49 Modera Wealth Management, LLC 0.19% of their portfolio WESTWOOD, NJ 69,70269.7k $15.7m $15.7m 0.19% Reduced -2.8k -2,784
50 Systelligence, LLC 2.77% of their portfolio BLOOMINGTON, MN 66,48266.5k $15.0m $15.0m 2.77% Added +5.1k +5,067
51 CreativeOne Wealth, LLC 0.39% of their portfolio OVERLAND PARK, KS 66,43866.4k $14.9m $14.9m 0.39% Added +10.4k +10,387
52 Sensible Financial Planning & Management, LLC. 2.83% of their portfolio WALTHAM, MA 66,21066.2k $14.9m $14.9m 2.83% Added +1.5k +1,462
53 Capital Advantage, Inc. 2.10% of their portfolio Walnut Creek, CA 59,04959.0k $13.3m $13.3m 2.10% Reduced -25.7k -25,662
54 West Wealth Group, LLC 3.34% of their portfolio Irvine, CA 58,21758.2k $13.4m $13.4m 3.34% Added +17.7k +17,707
55 HB Wealth Management, LLC 0.10% of their portfolio Atlanta, GA 57,75057.8k $13.0m $13.0m 0.10% Unchanged
56 Buttonwood Financial Group, LLC 6.59% of their portfolio Kansas City, MO 57,57357.6k $13.0m $13.0m 6.59% Added +10.7k +10,730
57 Keel Point, LLC 0.73% of their portfolio HUNTSVILLE, AL 49,09549.1k $11.0m $11.0m 0.73% Added +503 +503
58 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 47,60347.6k $10.7m $10.7m 0.07% Added +9.7k +9,740
59 Colorado Capital Management, Inc. 4.56% of their portfolio BOULDER, CO 47,34047.3k $10.6m $10.6m 4.56% Added +6.2k +6,172
60 TriaGen Wealth Management LLC 3.21% of their portfolio Calabasas, CA 47,05147.1k $10.6m $10.6m 3.21% Added +1.0k +1,042
61 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 46,87546.9k $10.5m $10.5m 0.02% Reduced -447 -447
62 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 44,85544.9k $10.1m $10.1m 0.05% Added +8.1k +8,127
63 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.73% of their portfolio FORT WAYNE, IN 44,49744.5k $10.0m $10.0m 0.73% Reduced -56 -56
64 SCHMIDT P J INVESTMENT MANAGEMENT INC 1.72% of their portfolio CEDARBURG, WI 44,11844.1k $9.9m $9.9m 1.72% Reduced -1.9k -1,903
65 Security Financial Services, INC. 1.72% of their portfolio Fort Wayne, IN 43,18843.2k $9.7m $9.7m 1.72% Added +9.2k +9,234
66 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 42,66442.7k $9.6m $9.6m 0.00% Added +322 +322
67 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 41,06441.1k $9.2m $9.2m 0.01% Added +14.3k +14,337
68 Blackston Financial Advisory Group, LLC 5.72% of their portfolio THE VILLAGES, FL 40,67140.7k $9.1m $9.1m 5.72% Reduced -2.4k -2,354
69 Destination Wealth Management 0.26% of their portfolio Walnut Creek, CA 39,73939.7k $8.9m $8.9m 0.26% Reduced -1.6k -1,628
70 Physician Wealth Advisors, Inc. 1.40% of their portfolio MIDVALE, UT 39,60339.6k $8.9m $8.9m 1.40% Added +1.7k +1,724
71 RETIREMENT FINANCIAL SOLUTIONS, LLC 3.05% of their portfolio KNOXVILLE, TN 38,55838.6k $8.7m $8.7m 3.05% Added +8.3k +8,276
72 Baker Ellis Asset Management LLC 1.16% of their portfolio Vancouver, WA 37,60537.6k $8.5m $8.5m 1.16% Reduced -1.4k -1,443
73 Strategic Blueprint, LLC 0.39% of their portfolio ATLANTA, GA 35,36435.4k $8.0m $8.0m 0.39% Reduced -1.3k -1,323
74 STEPH & CO 2.57% of their portfolio MARINETTE, WI 35,22635.2k $7.9m $7.9m 2.57% Added +5.5k +5,499
75 MONETA GROUP INVESTMENT ADVISORS LLC 0.09% of their portfolio ST LOUIS, MO 34,50634.5k $7.8m $7.8m 0.09% Added +742 +742
76 FLORIDA FINANCIAL ADVISORS, LLC 1.73% of their portfolio TAMPA, FL 33,88033.9k $7.6m $7.6m 1.73% Reduced -1.5k -1,458
77 Triad Wealth Partners, LLC 1.42% of their portfolio LAWRENCE, KS 31,36631.4k $7.1m $7.1m 1.42% Added +15.6k +15,605
78 CALTON & ASSOCIATES, INC. 1.19% of their portfolio Tampa, FL 30,68530.7k $6.9m $6.9m 1.19% Added +3.0k +2,985
79 Tradition Wealth Management, LLC 0.52% of their portfolio EDINA, MN 29,07629.1k $6.5m $6.5m 0.52% Reduced -236 -236
80 DIVERSIFIED TRUST CO 0.14% of their portfolio MEMPHIS, TN 28,89228.9k $6.5m $6.5m 0.14% Unchanged
81 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 28,83728.8k $6.5m $6.5m 0.02% Reduced -477 -477
82 BEACON FINANCIAL GROUP 0.66% of their portfolio DALLAS, TX 28,13728.1k $6.3m $6.3m 0.66% Added +10.9k +10,930
83 Wealthfront Advisers LLC 0.02% of their portfolio Palo Alto, CA 27,39427.4k $6.2m $6.2m 0.02% Reduced -292 -292
84 PATTEN & PATTEN INC/TN 0.40% of their portfolio CHATTANOOGA, TN 27,28827.3k $6.1m $6.1m 0.40% Added +6.0k +5,960
85 Elevation Capital Advisory, LLC 2.41% of their portfolio BEND, OR 26,72426.7k $6.0m $6.0m 2.41% New
86 Segment Wealth Management, LLC 0.38% of their portfolio HOUSTON, TX 26,44826.4k $5.9m $5.9m 0.38% Added +2.2k +2,203
87 IFP Advisors, Inc 0.16% of their portfolio TAMPA, FL 25,71725.7k $5.8m $5.8m 0.16% Reduced -406 -406
88 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 25,43925.4k $5.7m $5.7m 0.03% Reduced -407 -407
89 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 25,00025.0k $5.6m $5.6m 0.00% Added +24.5k +24,538
90 Hobart Private Capital, LLC 1.27% of their portfolio CHARLOTTE, NC 24,86824.9k $5.6m $5.6m 1.27% Added +5.7k +5,747
91 Zhang Financial LLC 0.26% of their portfolio PORTAGE, MI 24,72424.7k $5.6m $5.6m 0.26% Reduced -4.3k -4,319
92 Cresset Asset Management, LLC 0.03% of their portfolio Chicago, IL 24,46424.5k $5.5m $5.5m 0.03% Reduced -227 -227
93 FIDUCIARY ADVISORS, INC. 4.75% of their portfolio ST. LOUIS, MO 23,99224.0k $5.4m $5.4m 4.75% Added +561 +561
94 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 23,24723.2k $5.2m $5.2m 0.01% Reduced -1.3k -1,311
95 COLDSTREAM CAPITAL MANAGEMENT INC 0.08% of their portfolio BELLEVUE, WA 23,02223.0k $5.2m $5.2m 0.08% Reduced -439 -439
96 MONTAG A & ASSOCIATES INC 0.25% of their portfolio ATLANTA, GA 22,96023.0k $5.2m $5.2m 0.25% Reduced -243 -243
97 FLAGSHIP WEALTH ADVISORS, LLC 1.90% of their portfolio WAKEFIELD, MA 22,40522.4k $5.0m $5.0m 1.90% Reduced -2.3k -2,282
98 FMR LLC 0.00% of their portfolio BOSTON, MA 22,28622.3k $5.0m $5.0m 0.00% Added +676 +676
99 Stokes Family Office, LLC 0.53% of their portfolio NEW ORLEANS, LA 22,28022.3k $5.0m $5.0m 0.53% Unchanged
100 Claro Advisors Inc. 0.80% of their portfolio BOSTON, MA 21,62921.6k $4.9m $4.9m 0.80% Added +9.1k +9,113