Vault-13

VANGUARD WORLD FD MGC

MEGA CAP INDEX · ETP · CUSIP 921910873

509 institutional holders -17 vs Q4 2025
19,100,37019.1m shares reported held*
$4.5bnreported value*
32 new 160 added 182 reduced 44 sold out net sold ≈ $799.4m (-3.4m 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 ($4.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $236.94. Options: 3 managers hold calls ($2.9m notional), 0 hold puts (—).

Trends to Q1 2026

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: 493Q4 25: 526Q1 26: 509509Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 2025526
Q1 2026509

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 214 bought or addedQ4 25: 192 cut or sold outQ1 26: 192 bought or addedQ1 26: 226 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024170141
Q3 2024194151
Q4 2024177167
Q1 2025200176
Q2 2025177178
Q3 2025228157
Q4 2025214192
Q1 2026192226

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ2 25 calls: $292.4kQ2 25 puts: $292.4kQ2 25P/C 1.00Q3 25 calls: $463.8kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $4.1mQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $2.9mQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$292.4k$292.4k1.00
Q3 2025$463.8k$00.00
Q4 2025$4.1m$00.00
Q1 2026$2.9m$00.00

Biggest buyers

HUNTINGTON NATIONAL BANK New +434,625+434.6k
TWO SIGMA INVESTMENTS, LP New +200,200+200.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +46,400+46.4k
New York Life Investment Management LLC Added +40,113+40.1k
Mesirow Financial Investment Management, Inc. Added +24,837+24.8k
HRT FINANCIAL LP New +21,774+21.8k
Prospera Financial Services Inc Added +16,971+17.0k
Cerity Partners LLC Added +16,255+16.3k
Investment Planning Advisors, Inc. Added +15,704+15.7k
Quantinno Capital Management LP Added +13,277+13.3k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -1,562,250-1.6m
RiverFront Investment Group, LLC Reduced -457,985-458.0k
JPMORGAN CHASE & CO Reduced -382,983-383.0k
Ascent Group, LLC Sold out -212,869-212.9k
Thrivent Financial for Lutherans Reduced -152,053-152.1k
West Wealth Group, LLC Reduced -100,961-101.0k
RAYMOND JAMES FINANCIAL INC Reduced -93,132-93.1k
Triad Wealth Partners, LLC Reduced -92,899-92.9k
MGO ONE SEVEN LLC Sold out -89,743-89.7k
WIN ADVISORS, INC Sold out -83,640-83.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.2m9.1k shares
JANE STREET GROUP, LLC Reduced $472.7k2.0k shares
CITADEL ADVISORS LLC Unchanged $260.0k1.1k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.21% of their portfolio Berwyn, PA 3,397,1533.4m $802.9m $802.9m 0.21% Reduced -1.6m -1,562,250
2 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 1,561,7921.6m $369.1m $369.1m 0.03% Added +5.9k +5,869
3 New York Life Investment Management LLC 1.49% of their portfolio New York, NY 744,342744.3k $175.9m $175.9m 1.49% Added +40.1k +40,113
4 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.30% of their portfolio WASHINGTON, DC 647,882647.9k $153.1m $153.1m 1.30% Reduced -12.5k -12,487
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 594,745594.7k $140.6m $140.6m 0.01% Added +24 +24
6 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 584,233584.2k $138.1m $138.1m 0.03% Reduced -6.5k -6,542
7 LEAVELL INVESTMENT MANAGEMENT, INC. 4.89% of their portfolio MOBILE, AL 504,340504.3k $119.2m $119.2m 4.89% Added +3.8k +3,787
8 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 465,645465.6k $110.1m $110.1m 0.03% Reduced -21.2k -21,205
9 UBS Group AG 0.02% of their portfolio ZURICH, V8 464,591464.6k $109.8m $109.8m 0.02% Reduced -15.8k -15,775
10 Procyon Advisors, LLC 5.10% of their portfolio SHELTON, CT 440,098440.1k $104.0m $104.0m 5.10% Reduced -14.0k -13,969
11 PNC Financial Services Group, Inc. 0.06% of their portfolio Pittsburgh, PA 437,692437.7k $103.4m $103.4m 0.06% Added +4.1k +4,105
12 HUNTINGTON NATIONAL BANK 0.57% of their portfolio COLUMBUS, OH 434,625434.6k $102.7m $102.7m 0.57% New
13 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 387,323387.3k $91.4m $91.4m 0.02% Reduced -82.8k -82,760
14 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 349,156349.2k $82.5m $82.5m 0.03% Reduced -93.1k -93,132
15 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 291,972292.0k $69.0m $69.0m 0.07% Reduced -2.9k -2,871
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 279,551279.6k $66.1m $66.1m 0.04% Added +46.4k +46,400
17 Apella Capital, LLC 0.84% of their portfolio WEST HARTFORD, CT 217,337217.3k $56.4m $56.4m 0.84% Reduced -23.8k -23,754
18 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 12.15% of their portfolio EAGLE, ID 215,518215.5k $50.9m $50.9m 12.15% Added +1.3k +1,264
19 Verus Financial Partners, Inc. 4.64% of their portfolio RICHMOND, VA 201,789201.8k $51.7m $51.7m 4.64% Added +152 +152
20 TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio NEW YORK, NY 200,200200.2k $47.3m $47.3m 0.04% New
21 CAPTRUST FINANCIAL ADVISORS 0.08% of their portfolio RALEIGH, NC 192,302192.3k $45.4m $45.4m 0.08% Reduced -17.8k -17,845
22 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 182,215182.2k $43.1m $43.1m 0.01% Reduced -17.2k -17,208
23 TRUIST FINANCIAL CORP 0.06% of their portfolio CHARLOTTE, NC 176,092176.1k $41.6m $41.6m 0.06% Added +12.5k +12,495
24 Forvis Mazars Wealth Advisors, LLC 0.79% of their portfolio Springfield, MO 175,411175.4k $41.5m $41.5m 0.79% Reduced -12.7k -12,745
25 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 173,908173.9k $41.1m $41.1m 0.06% Reduced -30.3k -30,300
26 IEQ CAPITAL, LLC 0.17% of their portfolio Foster City, CA 158,132158.1k $37.4m $37.4m 0.17% Reduced -5.2k -5,214
27 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 153,969154.0k $36.4m $36.4m 0.06% Added +2.7k +2,716
28 Investment Planning Advisors, Inc. 9.89% of their portfolio CUMMING, GA 151,958152.0k $35.9m $35.9m 9.89% Added +15.7k +15,704
29 Orion Porfolio Solutions, LLC 0.31% of their portfolio OMAHA, NE 151,943151.9k $35.9m $35.9m 0.31% Reduced -24.1k -24,088
30 One Capital Management, LLC 0.93% of their portfolio WESTLAKE VILLAGE, CA 143,204143.2k $33.8m $33.8m 0.93% Reduced -32.8k -32,764
31 ProVise Management Group, LLC 2.31% of their portfolio CLEARWATER, FL 135,976136.0k $32.1m $32.1m 2.31% Added +1.6k +1,565
32 Mesirow Financial Investment Management, Inc. 0.51% of their portfolio CHICAGO, IL 132,573132.6k $31.3m $31.3m 0.51% Added +24.8k +24,837
33 Black Diamond Financial, LLC 2.89% of their portfolio TOWSON, MD 112,098112.1k $26.5m $26.5m 2.89% Reduced -1.0k -1,000
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 95,22095.2k $21.8m $21.8m 0.00% Reduced -383.0k -382,983
35 Praetorian Wealth Management, Inc. 4.34% of their portfolio CARMEL, CA 92,90292.9k $22.8m $22.8m 4.34% Added +2.4k +2,369
36 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.37% of their portfolio Seattle, WA 89,41989.4k $21.1m $21.1m 0.37% Added +3.7k +3,661
37 Capital Investment Advisors, LLC 0.31% of their portfolio ATLANTA, GA 89,13089.1k $21.1m $21.1m 0.31% Added +3.8k +3,750
38 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 87,33087.3k $20.6m $20.6m 0.05% Added +2.7k +2,683
39 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 85,17585.2k $20.1m $20.1m 0.03% Reduced -13.4k -13,397
40 EXENCIAL WEALTH ADVISORS, LLC 0.59% of their portfolio OKLAHOMA CITY, OK 80,66680.7k $19.1m $19.1m 0.59% Reduced -2.5k -2,469
41 VSM Wealth Advisory, LLC 4.92% of their portfolio HUNT VALLEY, MD 69,63469.6k $16.5m $16.5m 4.92% Added +95 +95
42 COZAD ASSET MANAGEMENT INC 1.29% of their portfolio CHAMPAIGN, IL 69,24869.2k $16.4m $16.4m 1.29% Reduced -597 -597
43 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 68,03568.0k $16.1m $16.1m 0.01% Added +612 +612
44 Modera Wealth Management, LLC 0.19% of their portfolio WESTWOOD, NJ 67,49167.5k $16.0m $16.0m 0.19% Reduced -397 -397
45 PATTEN & PATTEN INC/TN 0.93% of their portfolio CHATTANOOGA, TN 65,04665.0k $15.4m $15.4m 0.93% Added +2.1k +2,105
46 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 63,68763.7k $14.7m $14.7m 0.01% Added +5.7k +5,683
47 Beacon Pointe Advisors, LLC 0.08% of their portfolio NEWPORT BEACH, CA 62,98863.0k $14.9m $14.9m 0.08% Reduced -6.5k -6,486
48 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 60,47060.5k $14.4m $14.4m 0.03% Reduced -31.9k -31,950
49 Colorado Capital Management, Inc. 5.24% of their portfolio BOULDER, CO 59,52159.5k $14.1m $14.1m 5.24% Added +6.1k +6,134
50 HB Wealth Management, LLC 0.09% of their portfolio Atlanta, GA 59,35559.4k $14.0m $14.0m 0.09% Unchanged
51 Capital Advantage, Inc. 1.82% of their portfolio Walnut Creek, CA 59,01459.0k $13.9m $13.9m 1.82% Added +955 +955
52 AlphaCore Capital LLC 0.33% of their portfolio LA JOLLA, CA 58,82258.8k $13.9m $13.9m 0.33% Added +325 +325
53 Choate Investment Advisors 0.27% of their portfolio BOSTON, MA 58,06758.1k $13.7m $13.7m 0.27% Unchanged
54 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 56,50756.5k $13.4m $13.4m 0.00% Reduced -44.5k -44,518
55 Keel Point, LLC 0.81% of their portfolio HUNTSVILLE, AL 51,15151.2k $12.1m $12.1m 0.81% Added +1.3k +1,322
56 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 48,92748.9k $11.6m $11.6m 0.03% Reduced -38.8k -38,770
57 TriaGen Wealth Management LLC 3.10% of their portfolio Calabasas, CA 48,08848.1k $11.4m $11.4m 3.10% Added +567 +567
58 RETIREMENT FINANCIAL SOLUTIONS, LLC 3.19% of their portfolio KNOXVILLE, TN 47,24147.2k $11.2m $11.2m 3.19% Added +1.2k +1,160
59 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 47,18047.2k $11.2m $11.2m 0.02% Reduced -970 -970
60 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 46,44946.4k $11.0m $11.0m 0.04% Added +8.3k +8,322
61 CreativeOne Wealth, LLC 0.25% of their portfolio OVERLAND PARK, KS 45,42245.4k $10.7m $10.7m 0.25% Added +1.9k +1,869
62 Systelligence, LLC 2.06% of their portfolio BLOOMINGTON, MN 44,91744.9k $10.6m $10.6m 2.06% Reduced -4.5k -4,518
63 Physician Wealth Advisors, Inc. 1.47% of their portfolio MIDVALE, UT 44,72744.7k $10.6m $10.6m 1.47% Added +1.0k +1,038
64 STEPH & CO 2.98% of their portfolio MARINETTE, WI 44,20244.2k $10.4m $10.4m 2.98% Added +5.8k +5,763
65 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 42,45042.5k $10.0m $10.0m 0.00% Added +486 +486
66 Blackston Financial Advisory Group, LLC 6.02% of their portfolio THE VILLAGES, FL 40,65740.7k $9.6m $9.6m 6.02% Added +762 +762
67 FSA WEALTH PARTNERS, INC. 4.47% of their portfolio Rockville, MD 39,73539.7k $9.4m $9.4m 4.47% Reduced -49.7k -49,698
68 Destination Wealth Management 0.24% of their portfolio Walnut Creek, CA 38,56438.6k $9.1m $9.1m 0.24% Reduced -144 -144
69 SCHMIDT P J INVESTMENT MANAGEMENT INC 1.50% of their portfolio CEDARBURG, WI 37,78637.8k $8.9m $8.9m 1.50% Reduced -70 -70
70 CALTON & ASSOCIATES, INC. 1.26% of their portfolio Tampa, FL 36,96337.0k $8.7m $8.7m 1.26% Reduced -453 -453
71 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.61% of their portfolio FORT WAYNE, IN 35,87135.9k $8.5m $8.5m 0.61% Reduced -7.7k -7,717
72 MA Private Wealth 1.43% of their portfolio SAN CARLOS, CA 35,81035.8k $8.5m $8.5m 1.43% Reduced -36.1k -36,104
73 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 35,71735.7k $8.4m $8.4m 0.01% Added +1.1k +1,112
74 Baker Ellis Asset Management LLC 1.00% of their portfolio Vancouver, WA 35,52635.5k $8.4m $8.4m 1.00% Reduced -859 -859
75 Segment Wealth Management, LLC 0.49% of their portfolio HOUSTON, TX 35,10635.1k $8.3m $8.3m 0.49% Added +102 +102
76 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 34,49334.5k $8.2m $8.2m 0.02% Added +5.3k +5,331
77 MONETA GROUP INVESTMENT ADVISORS LLC 0.06% of their portfolio ST LOUIS, MO 33,53633.5k $7.9m $7.9m 0.06% Reduced -835 -835
78 FMR LLC 0.00% of their portfolio BOSTON, MA 31,21431.2k $7.4m $7.4m 0.00% Reduced -589 -589
79 Mariner, LLC 0.01% of their portfolio Overland Park, KS 30,50930.5k $7.2m $7.2m 0.01% Added +222 +222
80 ENDEAVOR PRIVATE WEALTH, INC. 2.06% of their portfolio TOPEKA, KS 30,39130.4k $7.2m $7.2m 2.06% Reduced -2.1k -2,087
81 Prospera Financial Services Inc 0.11% of their portfolio Dallas, TX 29,95230.0k $7.1m $7.1m 0.11% Added +17.0k +16,971
82 Tradition Wealth Management, LLC 0.50% of their portfolio EDINA, MN 29,47829.5k $7.0m $7.0m 0.50% Added +606 +606
83 FLORIDA FINANCIAL ADVISORS, LLC 1.66% of their portfolio TAMPA, FL 29,40529.4k $6.9m $6.9m 1.66% Reduced -3.4k -3,436
84 COLDSTREAM CAPITAL MANAGEMENT INC 0.08% of their portfolio BELLEVUE, WA 28,54128.5k $6.7m $6.7m 0.08% Reduced -1.3k -1,304
85 BlackRock, Inc. 0.00% of their portfolio New York, NY 27,89327.9k $6.6m $6.6m 0.00% Reduced -5.2k -5,207
86 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 27,60927.6k $6.5m $6.5m 0.01% Reduced -3.1k -3,103
87 RiverFront Investment Group, LLC 0.10% of their portfolio RICHMOND, VA 27,15627.2k $6.4m $6.4m 0.10% Reduced -458.0k -457,985
88 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 26,66826.7k $6.3m $6.3m 0.01% Added +16.3k +16,255
89 IFP Advisors, Inc 0.13% of their portfolio TAMPA, FL 25,97026.0k $6.1m $6.1m 0.13% Reduced -86 -86
90 Parkway Wealth Management Group, LLC 0.80% of their portfolio Plano, TX 25,55525.6k $6.3m $6.3m 0.80% Reduced -3.5k -3,499
91 DIVERSIFIED TRUST CO 0.11% of their portfolio MEMPHIS, TN 24,54724.5k $5.8m $5.8m 0.11% Reduced -4.3k -4,345
92 Jump Financial, LLC 0.09% of their portfolio Chicago, IL 24,46224.5k $5.8m $5.8m 0.09% Reduced -23.9k -23,904
93 FIDUCIARY ADVISORS, INC. 4.25% of their portfolio ST. LOUIS, MO 23,90423.9k $5.6m $5.6m 4.25% Added +1.2k +1,158
94 Zhang Financial LLC 0.19% of their portfolio PORTAGE, MI 23,64423.6k $5.6m $5.6m 0.19% Reduced -151 -151
95 FDx Advisors, Inc. 1.77% of their portfolio BERWYN, PA 23,50623.5k $5.6m $5.6m 1.77% Reduced -1.4k -1,392
96 Spartan Wealth Advisory Services LLC 0.48% of their portfolio BINGHAM FARMS, MI 23,22123.2k $5.5m $5.5m 0.48% First filing
97 MONTAG A & ASSOCIATES INC 0.25% of their portfolio ATLANTA, GA 22,96023.0k $5.4m $5.4m 0.25% Unchanged
98 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 22,93922.9k $5.4m $5.4m 0.03% Reduced -49.4k -49,357
99 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 21,77421.8k $5.1m $5.1m 0.02% New
100 Stokes Family Office, LLC 0.49% of their portfolio NEW ORLEANS, LA 20,28020.3k $4.8m $4.8m 0.49% Unchanged