Vault-13

VANGUARD WORLD FD MGC

MEGA CAP INDEX · ETP · CUSIP 921910873

530 institutional holders +21 vs Q1 2026
18,961,90219.0m shares reported held*
$5.2bnreported value*
48 new 155 added 187 reduced 27 sold out net sold ≈ $13.9m (-46.4k 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 ($5.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $273.30. Options: 3 managers hold calls ($6.1m notional), 0 hold puts (—).

Trends to Q2 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: 509Q2 26: 530530Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026530

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 228 bought or addedQ3 25: 157 cut or sold outQ4 25: 214 bought or addedQ4 25: 192 cut or sold outQ4 25Q1 26: 192 bought or addedQ1 26: 226 cut or sold outQ2 26: 203 bought or addedQ2 26: 214 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024194151
Q4 2024177167
Q1 2025200176
Q2 2025177178
Q3 2025228157
Q4 2025214192
Q1 2026192226
Q2 2026203214

Calls vs puts

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

CallsPuts
$0$2m$4m$6m$8mQ3 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 0.00Q2 26 calls: $6.1mQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$463.8k$00.00
Q4 2025$4.1m$00.00
Q1 2026$2.9m$00.00
Q2 2026$6.1m$00.00

Biggest buyers

Kestra Advisory Services, LLC Added +132,418+132.4k
Piedmont Capital Management, LLC New +108,485+108.5k
Cambridge Investment Research Advisors, Inc. Added +96,400+96.4k
Savant Capital, LLC Added +90,987+91.0k
Mosley Wealth Management Added +48,082+48.1k
Black Diamond Financial, LLC Added +37,899+37.9k
WIN ADVISORS, INC New +31,891+31.9k
BlackRock, Inc. Added +27,147+27.1k
RETIREMENT CAPITAL STRATEGIES Added +21,132+21.1k
CITADEL ADVISORS LLC New +20,539+20.5k

Biggest sellers

TWO SIGMA INVESTMENTS, LP Sold out -200,200-200.2k
Investment Planning Advisors, Inc. Reduced -146,400-146.4k
ROYAL BANK OF CANADA Reduced -47,807-47.8k
GOLDMAN SACHS GROUP INC Reduced -34,016-34.0k
Systelligence, LLC Reduced -32,838-32.8k
BANK OF AMERICA CORP /DE/ Reduced -31,879-31.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -27,327-27.3k
HUNTINGTON NATIONAL BANK Reduced -26,636-26.6k
AMERIPRISE FINANCIAL INC Reduced -22,476-22.5k
JPMORGAN CHASE & CO Reduced -20,875-20.9k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $3.4m12.4k shares
JANE STREET GROUP, LLC Added $2.1m7.6k shares
CITADEL ADVISORS LLC Added $629.3k2.3k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.22% of their portfolio Berwyn, PA 3,369,8263.4m $922.1m $922.1m 0.22% Reduced -27.3k -27,327
2 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 1,529,9131.5m $418.6m $418.6m 0.03% Reduced -31.9k -31,879
3 New York Life Investment Management LLC 1.40% of their portfolio New York, NY 730,563730.6k $199.9m $199.9m 1.40% Reduced -13.8k -13,779
4 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.29% of their portfolio WASHINGTON, DC 630,488630.5k $172.5m $172.5m 1.29% Reduced -17.4k -17,394
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 589,146589.1k $161.2m $161.2m 0.01% Reduced -5.6k -5,599
6 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 570,936570.9k $156.2m $156.2m 0.03% Reduced -13.3k -13,297
7 LEAVELL INVESTMENT MANAGEMENT, INC. 5.07% of their portfolio MOBILE, AL 507,282507.3k $138.8m $138.8m 5.07% Added +2.9k +2,942
8 UBS Group AG 0.02% of their portfolio ZURICH, V8 459,689459.7k $125.8m $125.8m 0.02% Reduced -4.9k -4,902
9 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 446,235446.2k $122.1m $122.1m 0.03% Reduced -19.4k -19,410
10 Procyon Advisors, LLC 5.21% of their portfolio SHELTON, CT 441,124441.1k $120.7m $120.7m 5.21% Added +1.0k +1,026
11 PNC Financial Services Group, Inc. 0.06% of their portfolio Pittsburgh, PA 434,711434.7k $118.9m $118.9m 0.06% Reduced -3.0k -2,981
12 HUNTINGTON NATIONAL BANK 0.54% of their portfolio COLUMBUS, OH 407,989408.0k $111.6m $111.6m 0.54% Reduced -26.6k -26,636
13 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 364,847364.8k $99.8m $99.8m 0.02% Reduced -22.5k -22,476
14 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 343,460343.5k $94.0m $94.0m 0.03% Reduced -5.7k -5,696
15 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 299,443299.4k $81.9m $81.9m 0.07% Added +7.5k +7,471
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 287,972288.0k $78.8m $78.8m 0.04% Added +8.4k +8,421
17 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 12.59% of their portfolio EAGLE, ID 217,223217.2k $59.4m $59.4m 12.59% Added +1.7k +1,705
18 Apella Capital, LLC 0.82% of their portfolio WEST HARTFORD, CT 211,482211.5k $57.9m $57.9m 0.82% Reduced -5.9k -5,855
19 Verus Financial Partners, Inc. 4.72% of their portfolio RICHMOND, VA 201,543201.5k $55.1m $55.1m 4.72% Reduced -246 -246
20 CAPTRUST FINANCIAL ADVISORS 0.08% of their portfolio RALEIGH, NC 191,096191.1k $52.3m $52.3m 0.08% Reduced -1.2k -1,206
21 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 183,730183.7k $50.3m $50.3m 0.06% Added +96.4k +96,400
22 Kestra Advisory Services, LLC 0.16% of their portfolio AUSTIN, TX 178,867178.9k $48.9m $48.9m 0.16% Added +132.4k +132,418
23 Forvis Mazars Wealth Advisors, LLC 0.79% of their portfolio Springfield, MO 173,309173.3k $47.4m $47.4m 0.79% Reduced -2.1k -2,102
24 TRUIST FINANCIAL CORP 0.06% of their portfolio CHARLOTTE, NC 169,974170.0k $46.5m $46.5m 0.06% Reduced -6.1k -6,118
25 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 165,661165.7k $45.3m $45.3m 0.06% Reduced -8.2k -8,247
26 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 158,902158.9k $43.5m $43.5m 0.07% Added +4.9k +4,933
27 Black Diamond Financial, LLC 3.62% of their portfolio TOWSON, MD 149,997150.0k $41.0m $41.0m 3.62% Added +37.9k +37,899
28 Orion Porfolio Solutions, LLC 0.31% of their portfolio OMAHA, NE 148,187148.2k $40.5m $40.5m 0.31% Reduced -3.8k -3,756
29 IEQ CAPITAL, LLC 0.18% of their portfolio Foster City, CA 146,188146.2k $40.0m $40.0m 0.18% Reduced -11.9k -11,944
30 Mesirow Financial Investment Management, Inc. 0.62% of their portfolio CHICAGO, IL 145,226145.2k $39.7m $39.7m 0.62% Added +12.7k +12,653
31 One Capital Management, LLC 0.94% of their portfolio WESTLAKE VILLAGE, CA 143,204143.2k $33.8m $33.8m 0.94% Unchanged
32 ProVise Management Group, LLC 2.55% of their portfolio CLEARWATER, FL 139,081139.1k $38.1m $38.1m 2.55% Added +3.1k +3,105
33 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 134,408134.4k $36.8m $36.8m 0.01% Reduced -47.8k -47,807
34 Piedmont Capital Management, LLC 14.99% of their portfolio WHITEFISH, MT 108,485108.5k $29.7m $29.7m 14.99% New
35 Savant Capital, LLC 0.08% of their portfolio ROCKFORD, IL 103,295103.3k $28.5m $28.5m 0.08% Added +91.0k +90,987
36 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 102,125102.1k $28.0m $28.0m 0.03% Added +16.9k +16,950
37 Capital Investment Advisors, LLC 0.37% of their portfolio ATLANTA, GA 101,496101.5k $27.8m $27.8m 0.37% Added +12.4k +12,366
38 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.39% of their portfolio Seattle, WA 97,51697.5k $26.7m $26.7m 0.39% Added +8.1k +8,097
39 Praetorian Wealth Management, Inc. 4.47% of their portfolio CARMEL, CA 94,59894.6k $25.9m $25.9m 4.47% Added +1.7k +1,696
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 74,34574.3k $20.2m $20.2m 0.00% Reduced -20.9k -20,875
41 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 73,87173.9k $19.7m $19.7m 0.01% Added +10.2k +10,184
42 VSM Wealth Advisory, LLC 5.06% of their portfolio HUNT VALLEY, MD 69,64369.6k $19.1m $19.1m 5.06% Added +9 +9
43 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 67,38267.4k $18.4m $18.4m 0.01% Reduced -653 -653
44 COZAD ASSET MANAGEMENT INC 1.19% of their portfolio CHAMPAIGN, IL 67,19667.2k $18.4m $18.4m 1.19% Reduced -2.1k -2,052
45 PATTEN & PATTEN INC/TN 0.96% of their portfolio CHATTANOOGA, TN 66,14666.1k $18.1m $18.1m 0.96% Added +1.1k +1,100
46 Modera Wealth Management, LLC 0.19% of their portfolio WESTWOOD, NJ 66,09466.1k $18.1m $18.1m 0.19% Reduced -1.4k -1,397
47 Colorado Capital Management, Inc. 5.80% of their portfolio BOULDER, CO 62,09162.1k $17.0m $17.0m 5.80% Added +2.6k +2,570
48 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 61,07661.1k $16.9m $16.9m 0.03% Added +606 +606
49 Beacon Pointe Advisors, LLC 0.08% of their portfolio NEWPORT BEACH, CA 60,98961.0k $16.7m $16.7m 0.08% Reduced -2.0k -1,999
50 HB Wealth Management, LLC 0.09% of their portfolio Atlanta, GA 59,35559.4k $16.2m $16.2m 0.09% Unchanged
51 AlphaCore Capital LLC 0.30% of their portfolio LA JOLLA, CA 59,17459.2k $16.2m $16.2m 0.30% Added +352 +352
52 Capital Advantage, Inc. 1.97% of their portfolio Walnut Creek, CA 58,93458.9k $16.1m $16.1m 1.97% Reduced -80 -80
53 Choate Investment Advisors 0.28% of their portfolio BOSTON, MA 58,06758.1k $15.9m $15.9m 0.28% Unchanged
54 BlackRock, Inc. 0.00% of their portfolio New York, NY 55,04055.0k $15.1m $15.1m 0.00% Added +27.1k +27,147
55 Keel Point, LLC 0.83% of their portfolio HUNTSVILLE, AL 51,21551.2k $14.0m $14.0m 0.83% Added +64 +64
56 Mosley Wealth Management 4.41% of their portfolio ANAHEIM, CA 50,60850.6k $13.8m $13.8m 4.41% Added +48.1k +48,082
57 RETIREMENT FINANCIAL SOLUTIONS, LLC 3.39% of their portfolio KNOXVILLE, TN 50,41650.4k $13.8m $13.8m 3.39% Added +3.2k +3,175
58 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 50,08550.1k $13.7m $13.7m 0.03% Added +1.2k +1,158
59 TriaGen Wealth Management LLC 3.30% of their portfolio Calabasas, CA 48,10048.1k $13.2m $13.2m 3.30% Added +12 +12
60 STEPH & CO 3.14% of their portfolio MARINETTE, WI 45,32645.3k $12.4m $12.4m 3.14% Added +1.1k +1,124
61 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 45,25745.3k $12.4m $12.4m 0.02% Reduced -1.9k -1,923
62 Physician Wealth Advisors, Inc. 1.46% of their portfolio MIDVALE, UT 44,77144.8k $12.3m $12.3m 1.46% Added +44 +44
63 FSA WEALTH PARTNERS, INC. 2.80% of their portfolio Rockville, MD 40,81940.8k $11.2m $11.2m 2.80% Added +1.1k +1,084
64 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 40,26640.3k $11.0m $11.0m 0.01% Added +4.5k +4,549
65 Blackston Financial Advisory Group, LLC 6.14% of their portfolio THE VILLAGES, FL 39,78139.8k $10.9m $10.9m 6.14% Reduced -876 -876
66 Destination Wealth Management 0.25% of their portfolio Walnut Creek, CA 38,97439.0k $10.7m $10.7m 0.25% Added +410 +410
67 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 37,63637.6k $10.3m $10.3m 0.02% Added +3.1k +3,143
68 CreativeOne Wealth, LLC 0.22% of their portfolio OVERLAND PARK, KS 37,44637.4k $10.2m $10.2m 0.22% Reduced -8.0k -7,976
69 Segment Wealth Management, LLC 0.52% of their portfolio HOUSTON, TX 36,84836.8k $10.1m $10.1m 0.52% Added +1.7k +1,742
70 SCHMIDT P J INVESTMENT MANAGEMENT INC 1.55% of their portfolio CEDARBURG, WI 36,40336.4k $10.0m $10.0m 1.55% Reduced -1.4k -1,383
71 Baker Ellis Asset Management LLC 1.01% of their portfolio Vancouver, WA 35,63035.6k $9.7m $9.7m 1.01% Added +104 +104
72 FMR LLC 0.00% of their portfolio BOSTON, MA 34,17134.2k $9.4m $9.4m 0.00% Added +3.0k +2,957
73 MONETA GROUP INVESTMENT ADVISORS LLC 0.07% of their portfolio ST LOUIS, MO 33,16333.2k $9.1m $9.1m 0.07% Reduced -373 -373
74 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 32,39332.4k $8.9m $8.9m 0.00% Reduced -10.1k -10,057
75 WIN ADVISORS, INC 3.11% of their portfolio PALM BEACH GARDENS, FL 31,89131.9k $8.7m $8.7m 3.11% New
76 Prospera Financial Services Inc 0.13% of their portfolio Dallas, TX 31,77931.8k $8.7m $8.7m 0.13% Added +1.8k +1,827
77 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 30,68530.7k $8.4m $8.4m 0.03% Added +19.4k +19,419
78 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.61% of their portfolio FORT WAYNE, IN 30,47630.5k $8.3m $8.3m 0.61% Reduced -5.4k -5,395
79 Tradition Wealth Management, LLC 0.49% of their portfolio EDINA, MN 29,50029.5k $8.1m $8.1m 0.49% Added +22 +22
80 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 28,59028.6k $7.8m $7.8m 0.04% Added +9.0k +8,960
81 FLAGSHIP WEALTH ADVISORS, LLC 1.73% of their portfolio WAKEFIELD, MA 28,16928.2k $7.7m $7.7m 1.73% Added +8.3k +8,285
82 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 27,66227.7k $7.6m $7.6m 0.01% Added +53 +53
83 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 27,43227.4k $7.5m $7.5m 0.01% Added +764 +764
84 Parkway Wealth Management Group, LLC 0.86% of their portfolio Plano, TX 27,35827.4k $7.5m $7.5m 0.86% Added +1.8k +1,803
85 FLORIDA FINANCIAL ADVISORS, LLC 1.25% of their portfolio TAMPA, FL 27,05527.1k $7.4m $7.4m 1.25% Reduced -2.4k -2,350
86 Jump Financial, LLC 0.07% of their portfolio Chicago, IL 26,61826.6k $7.3m $7.3m 0.07% Added +2.2k +2,156
87 ENDEAVOR PRIVATE WEALTH, INC. 1.74% of their portfolio TOPEKA, KS 26,11326.1k $7.1m $7.1m 1.74% Reduced -4.3k -4,278
88 Zhang Financial LLC 0.21% of their portfolio PORTAGE, MI 25,91225.9k $7.1m $7.1m 0.21% Added +2.3k +2,268
89 MA Private Wealth 1.03% of their portfolio SAN CARLOS, CA 25,24225.2k $6.9m $6.9m 1.03% Reduced -10.6k -10,568
90 DIVERSIFIED TRUST CO 0.11% of their portfolio MEMPHIS, TN 24,54724.5k $6.7m $6.7m 0.11% Unchanged
91 CALTON & ASSOCIATES, INC. 0.98% of their portfolio Tampa, FL 24,36324.4k $6.7m $6.7m 0.98% Reduced -12.6k -12,600
92 FIDUCIARY ADVISORS, INC. 4.38% of their portfolio ST. LOUIS, MO 23,76923.8k $6.5m $6.5m 4.38% Reduced -135 -135
93 Mariner, LLC 0.01% of their portfolio Overland Park, KS 23,72923.7k $6.5m $6.5m 0.01% Reduced -6.8k -6,780
94 COLDSTREAM CAPITAL MANAGEMENT INC 0.08% of their portfolio BELLEVUE, WA 23,47623.5k $6.4m $6.4m 0.08% Reduced -5.1k -5,065
95 Spartan Wealth Advisory Services LLC 0.52% of their portfolio BINGHAM FARMS, MI 23,25223.3k $6.4m $6.4m 0.52% Added +31 +31
96 Crews Bank & Trust 0.83% of their portfolio PORT CHARLOTTE, FL 23,11023.1k $6.3m $6.3m 0.83% Added +3.4k +3,370
97 FDx Advisors, Inc. 1.86% of their portfolio BERWYN, PA 22,59722.6k $6.2m $6.2m 1.86% Reduced -909 -909
98 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 22,49122.5k $6.2m $6.2m 0.00% Reduced -34.0k -34,016
99 RETIREMENT CAPITAL STRATEGIES 2.13% of their portfolio SAN JOSE, CA 22,40922.4k $6.1m $6.1m 2.13% Added +21.1k +21,132
100 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 22,05722.1k $6.0m $6.0m 0.03% Reduced -882 -882