VANGUARD WORLD FD (MGC)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
25
Reporting holders
$88.1M
Reported value
0.0%
Calls
0.0%
Puts
-507
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Apella Capital, LLC | $58.9M | 204,539 | 0.75% | 26q | -3.3%-$2.0M |
| STEPH & CO | $12.5M | 44,107 | 3.17% | 22q | -2.7%-$344.1K |
| HF Advisory Group, LLC | $3.9M | 13,934 | 1.17% | 16q | +2.5%+$95.4K |
| Heartwood Wealth Advisors LLC | $2.8M | 10,088 | 0.22% | 28q | HELD |
| CoreCap Advisors, LLC | $2.4M | 8,424 | 0.07% | 9q | -10.5%-$280.3K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $1.8M | 6,475 | 1.10% | 9q | +1.9%+$33.6K |
| TrueWealth Advisors, LLC | $964.8K | 3,418 | 0.22% | 24q | -2.8%-$28.2K |
| Capital Planning LLC | $707.5K | 2,506 | 0.19% | 24q | HELD |
| Adelphi Trust Co | $564.6K | 2,000 | 0.37% | 4q | HELD |
| Farther Finance Advisors, LLC | $529.6K | 1,876 | 0.00% | 7q | +1.6%+$8.2K |
| Box Hill Private Wealth LLC | $426.6K | 1,511 | 0.31% | 3q | HELD |
| Factor Wealth Management LTD | $368.0K | 1,303 | 0.06% | 4q | HELD |
| DAVIDSON TRUST CO | $339.9K | 1,204 | 0.13% | 11q | HELD |
| Marquette Asset Management, LLC | $314.2K | 1,113 | 0.04% | 5q | HELD |
| Venture Visionary Partners LLC | $307.7K | 1,090 | 0.01% | 2q | +12.5%+$34.2K |
| Pathway Financial Advisors LLC | $297.8K | 1,055 | 0.03% | 31q | -58.7%-$423.5K |
| Retireful, LLC | $252.7K | 895 | 0.22% | new | NEW |
| Balefire, LLC | $228.1K | 808 | 0.04% | 2q | -2.7%-$6.2K |
| Legacy Private Trust Co. | $206.1K | 730 | 0.01% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $166.6K | 590 | 0.01% | 13q | -6.9%-$12.4K |
| ACIMA PRIVATE WEALTH, LLC | $59.3K | 210 | 0.02% | 12q | HELD |
| Central Pacific Bank - Trust Division | $21.2K | 75 | 0.00% | 11q | HELD |
| Sarver Vrooman Wealth Advisors | $6.2K | 22 | 0.00% | 7q | HELD |
| GAMMA Investing LLC | $5.6K | 20 | 0.00% | 5q | HELD |
| Gladwyn Financial Advisors, Inc. | $1.7K | 6 | 0.00% | 6q | HELD |
| CX Institutional | $44 | 155 | 0.00% | 7q | -56.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 25 | $88.1M | 307,999 | 2 | 4 | 7 | 0.0% |
| Q2 2026 | 532 | $6.1B | 22,436,135 | 49 | 117 | 168 | 0.1% |
| Q1 2026 | 507 | $4.7B | 20,026,591 | 31 | 118 | 167 | 0.1% |
| Q4 2025 | 529 | $5.8B | 22,934,093 | 44 | 126 | 150 | 0.1% |
| Q3 2025 | 495 | $4.8B | 19,783,259 | 47 | 142 | 111 | 0.0% |
| Q2 2025 | 474 | $3.8B | 16,808,201 | 41 | 130 | 135 | 0.0% |
| Q1 2025 | 454 | $3.1B | 15,366,846 | 35 | 125 | 127 | 0.0% |
| Q4 2024 | 458 | $3.2B | 15,136,498 | 28 | 119 | 123 | 0.0% |
| Q3 2024 | 426 | $3.1B | 15,174,092 | 33 | 135 | 112 | 0.0% |
| Q2 2024 | 421 | $2.9B | 14,849,309 | 35 | 126 | 98 | 0.0% |
| Q1 2024 | 409 | $2.9B | 15,642,966 | 50 | 109 | 106 | 0.1% |
| Q4 2023 | 381 | $2.5B | 14,822,789 | 50 | 98 | 87 | 0.1% |
| Q3 2023 | 330 | $1.9B | 12,471,427 | 25 | 90 | 90 | 0.1% |
| Q2 2023 | 325 | $1.9B | 12,409,804 | 35 | 76 | 91 | 0.1% |
| Q1 2023 | 309 | $1.8B | 12,553,004 | 30 | 75 | 95 | 0.1% |
| Q4 2022 | 304 | $1.6B | 12,218,230 | 24 | 86 | 95 | 0.0% |
| Q3 2022 | 283 | $1.5B | 12,047,519 | 15 | 69 | 79 | 0.1% |
| Q2 2022 | 291 | $1.6B | 12,468,099 | 25 | 72 | 103 | 0.0% |
| Q1 2022 | 299 | $2.0B | 12,840,642 | 28 | 81 | 86 | 0.1% |
| Q4 2021 | 301 | $2.2B | 12,790,614 | 29 | 85 | 70 | 0.2% |
| Q3 2021 | 278 | $1.9B | 12,657,001 | 21 | 84 | 63 | 0.1% |
| Q2 2021 | 269 | $1.9B | 12,318,875 | 24 | 75 | 72 | 0.1% |
| Q1 2021 | 258 | $1.8B | 12,873,394 | 25 | 81 | 68 | 0.0% |
| Q4 2020 | 246 | $1.6B | 12,153,310 | 21 | 63 | 63 | 0.0% |
| Q3 2020 | 217 | $1.4B | 11,523,341 | 25 | 67 | 63 | 0.1% |
| Q2 2020 | 203 | $1.3B | 11,653,492 | 32 | 67 | 44 | 0.1% |
| Q1 2020 | 184 | $912.8M | 10,093,322 | 26 | 54 | 52 | 0.2% |
| Q4 2019 | 181 | $1.1B | 10,009,085 | 21 | 49 | 41 | 0.0% |
| Q3 2019 | 156 | $875.8M | 8,488,362 | 14 | 45 | 39 | 0.0% |
| Q2 2019 | 151 | $830.7M | 8,204,689 | 15 | 48 | 31 | 0.0% |
| Q1 2019 | 146 | $744.3M | 7,624,933 | 15 | 32 | 33 | 0.0% |
| Q4 2018 | 137 | $585.8M | 6,685,721 | 2 | 5 | 1 | 0.0% |