Vault-13

VANGUARD WORLD FD MGC

MEGA CAP INDEX · ETP · CUSIP 921910873

493 institutional holders +18 vs Q2 2025
19,579,65119.6m shares reported held*
$4.8bnreported value*
45 new 183 added 133 reduced 24 sold out net bought ≈ $842.1m (+3.5m 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 ($49.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $244.07. Options: 2 managers hold calls ($463.8k notional), 0 hold puts (—).

Trends to Q3 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: 475Q3 25: 493493Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025493

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 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 25Q2 25: 177 bought or addedQ2 25: 178 cut or sold outQ3 25: 228 bought or addedQ3 25: 157 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023176112
Q1 2024182137
Q2 2024170141
Q3 2024194151
Q4 2024177167
Q1 2025200176
Q2 2025177178
Q3 2025228157

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ4 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 1.00Q3 25 calls: $463.8kQ3 25 puts: $0Q3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$233.9k$00.00
Q1 2025$0$0—
Q2 2025$292.4k$292.4k1.00
Q3 2025$463.8k$00.00

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +857,073+857.1k
VANTAGEPOINT INVESTMENT ADVISERS LLC New +660,369+660.4k
JPMORGAN CHASE & CO Added +638,133+638.1k
Procyon Advisors, LLC New +458,515+458.5k
Thrivent Financial for Lutherans New +152,741+152.7k
Investment Planning Advisors, Inc. New +136,865+136.9k
New York Life Investment Management LLC Added +134,789+134.8k
Sanctuary Advisors, LLC Added +106,437+106.4k
Ascent Group, LLC Added +105,551+105.6k
WELLINGTON MANAGEMENT GROUP LLP New +69,530+69.5k

Biggest sellers

ROYAL BANK OF CANADA Reduced -225,525-225.5k
Rockefeller Capital Management L.P. Reduced -111,573-111.6k
Apella Capital, LLC Reduced -38,791-38.8k
Buttonwood Financial Group, LLC Reduced -37,907-37.9k
Systelligence, LLC Reduced -30,104-30.1k
Strategic Blueprint, LLC Reduced -28,402-28.4k
CITIGROUP INC Reduced -23,958-24.0k
WELLS FARGO & COMPANY/MN Reduced -18,623-18.6k
Elevation Capital Advisory, LLC Reduced -16,556-16.6k
MORGAN STANLEY Reduced -15,665-15.7k

Biggest calls

CITADEL ADVISORS LLC New $244.1k1.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $219.7k900 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.12% of their portfolio Berwyn, PA 1,720,9551.7m $420.1m $420.1m 0.12% Added +857.1k +857,073
2 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 1,569,6061.6m $383.1m $383.1m 0.03% Reduced -6.0k -6,012
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 910,808910.8k $222.3m $222.3m 0.01% Added +638.1k +638,133
4 New York Life Investment Management LLC 1.53% of their portfolio New York, NY 711,400711.4k $173.6m $173.6m 1.53% Added +134.8k +134,789
5 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.32% of their portfolio WASHINGTON, DC 660,369660.4k $161.2m $161.2m 1.32% New
6 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 577,075577.1k $140.9m $140.9m 0.01% Reduced -15.7k -15,665
7 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 568,964569.0k $138.9m $138.9m 0.03% Reduced -18.6k -18,623
8 LEAVELL INVESTMENT MANAGEMENT, INC. 5.18% of their portfolio MOBILE, AL 501,734501.7k $122.8m $122.8m 5.18% Added +7.6k +7,571
9 UBS Group AG 0.02% of their portfolio ZURICH, V8 493,819493.8k $120.5m $120.5m 0.02% Added +16.1k +16,121
10 RiverFront Investment Group, LLC 2.07% of their portfolio RICHMOND, VA 482,122482.1k $117.7m $117.7m 2.07% Added +6.0k +5,987
11 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 481,028481.0k $117.4m $117.4m 0.03% Added +13.8k +13,832
12 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 471,047471.0k $115.0m $115.0m 0.03% Added +43.9k +43,902
13 Procyon Advisors, LLC 6.64% of their portfolio SHELTON, CT 458,515458.5k $111.9m $111.9m 6.64% New
14 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 441,280441.3k $107.7m $107.7m 0.03% Added +40.1k +40,066
15 Cadence Bank 6.38% of their portfolio Tupelo, MS 430,884430.9k $105.2m $105.2m 6.38% Added +7.4k +7,420
16 PNC Financial Services Group, Inc. 0.06% of their portfolio Pittsburgh, PA 422,981423.0k $103.2m $103.2m 0.06% Added +7.0k +7,025
17 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 299,290299.3k $73.1m $73.1m 0.08% Added +28.7k +28,666
18 Apella Capital, LLC 1.56% of their portfolio WEST HARTFORD, CT 288,653288.7k $70.0m $70.0m 1.56% Reduced -38.8k -38,791
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 236,338236.3k $57.7m $57.7m 0.04% Added +20.8k +20,775
20 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 12.96% of their portfolio EAGLE, ID 216,103216.1k $52.7m $52.7m 12.96% Added +1.2k +1,171
21 CAPTRUST FINANCIAL ADVISORS 0.10% of their portfolio RALEIGH, NC 210,723210.7k $51.4m $51.4m 0.10% Added +2.5k +2,519
22 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 210,501210.5k $51.4m $51.4m 0.07% Added +16.1k +16,074
23 Ascent Group, LLC 1.79% of their portfolio VIRGINIA BEACH, VA 207,450207.4k $50.6m $50.6m 1.79% Added +105.6k +105,551
24 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 206,611206.6k $50.4m $50.4m 0.01% Reduced -225.5k -225,525
25 Verus Financial Partners, Inc. 4.83% of their portfolio RICHMOND, VA 205,883205.9k $50.3m $50.3m 4.83% Reduced -2.2k -2,158
26 Forvis Mazars Wealth Advisors, LLC 0.94% of their portfolio Springfield, MO 193,220193.2k $47.2m $47.2m 0.94% Reduced -4.7k -4,661
27 TRUIST FINANCIAL CORP 0.06% of their portfolio CHARLOTTE, NC 175,859175.9k $42.9m $42.9m 0.06% Reduced -15.1k -15,100
28 Orion Porfolio Solutions, LLC 0.33% of their portfolio OMAHA, NE 175,513175.5k $42.8m $42.8m 0.33% Added +29.5k +29,523
29 One Capital Management, LLC 1.32% of their portfolio WESTLAKE VILLAGE, CA 169,323169.3k $41.3m $41.3m 1.32% Added +3.5k +3,524
30 IEQ CAPITAL, LLC 0.12% of their portfolio Foster City, CA 162,647162.6k $39.7m $39.7m 0.12% Reduced -746 -746
31 Sanctuary Advisors, LLC 0.11% of their portfolio INDIANAPOLIS, IN 154,040154.0k $35.1m $35.1m 0.11% Added +106.4k +106,437
32 Thrivent Financial for Lutherans 0.07% of their portfolio Minneapolis, MN 152,741152.7k $37.3m $37.3m 0.07% New
33 Investment Planning Advisors, Inc. 10.51% of their portfolio CUMMING, GA 136,865136.9k $33.4m $33.4m 10.51% New
34 ProVise Management Group, LLC 2.40% of their portfolio CLEARWATER, FL 133,140133.1k $32.5m $32.5m 2.40% Added +1.2k +1,178
35 Mesirow Financial Investment Management, Inc. 0.56% of their portfolio CHICAGO, IL 129,288129.3k $31.6m $31.6m 0.56% Added +22.4k +22,445
36 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 125,703125.7k $30.7m $30.7m 0.06% Reduced -111.6k -111,573
37 Black Diamond Financial, LLC 3.10% of their portfolio TOWSON, MD 113,237113.2k $27.6m $27.6m 3.10% Added +15.4k +15,373
38 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 107,799107.8k $25.8m $25.8m 0.04% Added +9.8k +9,811
39 TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio NEW YORK, NY 103,900103.9k $25.4m $25.4m 0.04% Added +11.7k +11,700
40 West Wealth Group, LLC 5.32% of their portfolio Irvine, CA 96,80696.8k $23.6m $23.6m 5.32% Added +38.6k +38,589
41 Praetorian Wealth Management, Inc. 4.64% of their portfolio CARMEL, CA 92,58192.6k $22.6m $22.6m 4.64% Added +4.4k +4,374
42 FSA WEALTH PARTNERS, INC. 8.53% of their portfolio Rockville, MD 90,72690.7k $22.1m $22.1m 8.53% Reduced -1.5k -1,492
43 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 90,39890.4k $22.2m $22.2m 0.03% Added +1.8k +1,817
44 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 89,12889.1k $21.8m $21.8m 0.05% Added +837 +837
45 EXENCIAL WEALTH ADVISORS, LLC 0.69% of their portfolio OKLAHOMA CITY, OK 86,46586.5k $21.1m $21.1m 0.69% Reduced -3.0k -2,995
46 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.41% of their portfolio Seattle, WA 83,09283.1k $20.3m $20.3m 0.41% Added +10.4k +10,383
47 Capital Investment Advisors, LLC 0.32% of their portfolio ATLANTA, GA 80,12680.1k $19.6m $19.6m 0.32% Added +5.0k +4,966
48 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 77,56877.6k $18.9m $18.9m 0.05% Reduced -8.4k -8,424
49 AlphaCore Capital LLC 0.62% of their portfolio LA JOLLA, CA 75,16875.2k $18.4m $18.4m 0.62% Reduced -2.6k -2,571
50 Triad Wealth Partners, LLC 2.35% of their portfolio LAWRENCE, KS 74,57274.6k $18.2m $18.2m 2.35% Added +43.2k +43,206
51 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 73,20473.2k $17.9m $17.9m 0.01% Added +2.0k +1,992
52 MA Private Wealth 3.00% of their portfolio SAN CARLOS, CA 73,03973.0k $17.8m $17.8m 3.00% Reduced -295 -295
53 VSM Wealth Advisory, LLC 5.41% of their portfolio HUNT VALLEY, MD 71,25271.3k $17.4m $17.4m 5.41% Added +456 +456
54 COZAD ASSET MANAGEMENT INC 1.37% of their portfolio CHAMPAIGN, IL 70,65670.7k $17.2m $17.2m 1.37% Reduced -1.6k -1,631
55 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 69,53069.5k $17.0m $17.0m 0.00% New
56 Modera Wealth Management, LLC 0.19% of their portfolio WESTWOOD, NJ 68,54068.5k $16.7m $16.7m 0.19% Reduced -1.2k -1,162
57 Sensible Financial Planning & Management, LLC. 2.81% of their portfolio WALTHAM, MA 63,37063.4k $15.5m $15.5m 2.81% Reduced -2.8k -2,840
58 HB Wealth Management, LLC 0.10% of their portfolio Atlanta, GA 59,35559.4k $14.5m $14.5m 0.10% Added +1.6k +1,605
59 Capital Advantage, Inc. 2.11% of their portfolio Walnut Creek, CA 57,56857.6k $14.1m $14.1m 2.11% Reduced -1.5k -1,481
60 BEACON FINANCIAL GROUP 1.37% of their portfolio DALLAS, TX 56,87556.9k $13.9m $13.9m 1.37% Added +28.7k +28,738
61 CreativeOne Wealth, LLC 0.33% of their portfolio OVERLAND PARK, KS 55,49755.5k $13.5m $13.5m 0.33% Reduced -10.9k -10,941
62 MGO ONE SEVEN LLC 0.30% of their portfolio Beachwood, OH 53,41153.4k $13.0m $13.0m 0.30% New
63 Colorado Capital Management, Inc. 4.79% of their portfolio BOULDER, CO 50,72850.7k $12.4m $12.4m 4.79% Added +3.4k +3,388
64 Hobart Private Capital, LLC 2.57% of their portfolio CHARLOTTE, NC 50,31850.3k $12.3m $12.3m 2.57% Added +25.4k +25,450
65 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 49,46649.5k $12.0m $12.0m 0.01% Added +8.4k +8,402
66 Keel Point, LLC 0.74% of their portfolio HUNTSVILLE, AL 48,96749.0k $12.0m $12.0m 0.74% Reduced -128 -128
67 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 47,70147.7k $11.6m $11.6m 0.02% Added +826 +826
68 TriaGen Wealth Management LLC 3.03% of their portfolio Calabasas, CA 47,55247.6k $11.6m $11.6m 3.03% Added +501 +501
69 PATTEN & PATTEN INC/TN 0.66% of their portfolio CHATTANOOGA, TN 46,29346.3k $11.3m $11.3m 0.66% Added +19.0k +19,005
70 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.71% of their portfolio FORT WAYNE, IN 44,27844.3k $10.8m $10.8m 0.71% Reduced -219 -219
71 RETIREMENT FINANCIAL SOLUTIONS, LLC 2.20% of their portfolio KNOXVILLE, TN 43,61643.6k $10.6m $10.6m 2.20% Added +5.1k +5,058
72 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 42,66442.7k $10.4m $10.4m 0.00% Unchanged
73 Physician Wealth Advisors, Inc. 1.47% of their portfolio MIDVALE, UT 42,19742.2k $10.3m $10.3m 1.47% Added +2.6k +2,594
74 SCHMIDT P J INVESTMENT MANAGEMENT INC 1.65% of their portfolio CEDARBURG, WI 40,82440.8k $10.0m $10.0m 1.65% Reduced -3.3k -3,294
75 Blackston Financial Advisory Group, LLC 5.92% of their portfolio THE VILLAGES, FL 40,80340.8k $10.0m $10.0m 5.92% Added +132 +132
76 Claro Advisors Inc. 1.42% of their portfolio BOSTON, MA 39,84939.8k $9.7m $9.7m 1.42% Added +18.2k +18,220
77 Destination Wealth Management 0.26% of their portfolio Walnut Creek, CA 39,29639.3k $9.6m $9.6m 0.26% Reduced -443 -443
78 BCGM Wealth Management, LLC 2.42% of their portfolio LAFAYETTE, IN 38,08138.1k $9.3m $9.3m 2.42% Added +18.8k +18,783
79 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 38,01038.0k $9.3m $9.3m 0.04% Reduced -6.8k -6,845
80 CALTON & ASSOCIATES, INC. 1.38% of their portfolio Tampa, FL 37,69637.7k $9.2m $9.2m 1.38% Added +7.0k +7,011
81 Baker Ellis Asset Management LLC 1.13% of their portfolio Vancouver, WA 37,51037.5k $9.2m $9.2m 1.13% Reduced -95 -95
82 Security Financial Services, INC. 1.46% of their portfolio Fort Wayne, IN 37,01637.0k $9.0m $9.0m 1.46% Reduced -6.2k -6,172
83 STEPH & CO 2.73% of their portfolio MARINETTE, WI 36,56236.6k $8.9m $8.9m 2.73% Added +1.3k +1,336
84 Systelligence, LLC 1.68% of their portfolio BLOOMINGTON, MN 36,37836.4k $8.9m $8.9m 1.68% Reduced -30.1k -30,104
85 Segment Wealth Management, LLC 0.51% of their portfolio HOUSTON, TX 35,10435.1k $8.6m $8.6m 0.51% Added +8.7k +8,656
86 APS Management Group, Inc. 7.56% of their portfolio TORRANCE, CA 34,97735.0k $8.5m $8.5m 7.56% First filing
87 MONETA GROUP INVESTMENT ADVISORS LLC 0.07% of their portfolio ST LOUIS, MO 34,67734.7k $8.5m $8.5m 0.07% Added +171 +171
88 FLORIDA FINANCIAL ADVISORS, LLC 2.40% of their portfolio TAMPA, FL 31,76631.8k $7.8m $7.8m 2.40% Reduced -2.1k -2,114
89 ENDEAVOR PRIVATE WEALTH, INC. 2.39% of their portfolio TOPEKA, KS 31,62431.6k $7.7m $7.7m 2.39% New
90 Wealthfront Advisers LLC 0.02% of their portfolio Palo Alto, CA 31,09831.1k $7.6m $7.6m 0.02% Added +3.7k +3,704
91 FMR LLC 0.00% of their portfolio BOSTON, MA 30,84430.8k $7.5m $7.5m 0.00% Added +8.6k +8,558
92 Tradition Wealth Management, LLC 0.52% of their portfolio EDINA, MN 29,06629.1k $7.1m $7.1m 0.52% Reduced -10 -10
93 DIVERSIFIED TRUST CO 0.14% of their portfolio MEMPHIS, TN 28,89228.9k $7.1m $7.1m 0.14% Unchanged
94 COLDSTREAM CAPITAL MANAGEMENT INC 0.09% of their portfolio BELLEVUE, WA 28,27828.3k $6.9m $6.9m 0.09% Added +5.3k +5,256
95 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 27,44327.4k $6.7m $6.7m 0.02% Reduced -1.4k -1,394
96 IFP Advisors, Inc 0.16% of their portfolio TAMPA, FL 26,02626.0k $6.4m $6.4m 0.16% Added +309 +309
97 FDx Advisors, Inc. 1.91% of their portfolio BERWYN, PA 25,29425.3k $6.4m $6.4m 1.91% Added +16.9k +16,864
98 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 24,88924.9k $6.1m $6.1m 0.01% Added +1.6k +1,642
99 Zhang Financial LLC 0.24% of their portfolio PORTAGE, MI 24,49624.5k $6.0m $6.0m 0.24% Reduced -228 -228
100 Cresset Asset Management, LLC 0.03% of their portfolio Chicago, IL 24,46424.5k $6.0m $6.0m 0.03% Unchanged