VANGUARD WORLD FD (MGC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
511
Reporting holders
$5.1B
Reported value
0.1%
Held as options
+26
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $922.1M | 3,369,826 | 0.22% | 31q | -0.8%-$7.5M |
| BANK OF AMERICA CORP /DE/ | $418.6M | 1,529,913 | 0.03% | 31q | -2.0%-$8.7M |
| New York Life Investment Management LLC | $199.9M | 730,563 | 1.40% | 25q | -1.9%-$3.8M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $172.5M | 630,488 | 1.29% | 4q | -2.7%-$4.8M |
| MORGAN STANLEY | $161.2M | 589,146 | 0.01% | 35q | -0.9%-$1.5M |
| WELLS FARGO & COMPANY/MN | $156.2M | 570,936 | 0.03% | 31q | -51.1%-$163.5M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $138.8M | 507,282 | 5.07% | 31q | +0.6%+$805.0K |
| UBS Group AG | $125.8M | 459,689 | 0.02% | 31q | -1.1%-$1.3M |
| LPL Financial LLC | $122.1M | 446,235 | 0.03% | 31q | -4.2%-$5.3M |
| Procyon Advisors, LLC | $120.7M | 441,124 | 5.21% | 4q | HELD |
| PNC Financial Services Group, Inc. | $118.9M | 434,711 | 0.06% | 31q | -0.7%-$815.7K |
| HUNTINGTON NATIONAL BANK | $112.0M | 409,444 | 0.54% | 31q | -6.1%-$7.3M |
| AMERIPRISE FINANCIAL INC | $99.8M | 364,847 | 0.02% | 31q | -52.9%-$112.1M |
| RAYMOND JAMES FINANCIAL INC | $94.0M | 343,460 | 0.03% | 7q | -1.6%-$1.6M |
| Cetera Investment Advisers | $81.9M | 299,443 | 0.07% | 31q | +2.6%+$2.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $78.8M | 287,972 | 0.04% | 31q | +3.0%+$2.3M |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $59.4M | 217,223 | 12.59% | 26q | +0.8%+$466.5K |
| Apella Capital, LLC | $57.9M | 211,482 | 0.82% | 25q | -2.7%-$1.6M |
| Verus Financial Partners, Inc. | $55.1M | 201,543 | 4.72% | 23q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $52.3M | 191,096 | 0.08% | 25q | -0.6%-$330.0K |
| Kestra Advisory Services, LLC | $48.9M | 178,867 | 0.16% | 24q | +285.1%+$36.2M |
| Forvis Mazars Wealth Advisors, LLC | $47.4M | 173,309 | 0.79% | 25q | -1.2%-$575.2K |
| TRUIST FINANCIAL CORP | $46.5M | 169,974 | 0.06% | 31q | -3.5%-$1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $45.3M | 165,661 | 0.06% | 31q | -4.7%-$2.3M |
| Rockefeller Capital Management L.P. | $43.5M | 158,902 | 0.07% | 22q | +3.2%+$1.3M |
| Black Diamond Financial, LLC | $41.0M | 149,997 | 3.62% | 31q | +33.8%+$10.4M |
| Orion Porfolio Solutions, LLC | $40.5M | 148,187 | 0.31% | 15q | -2.5%-$1.0M |
| IEQ CAPITAL, LLC | $40.0M | 146,188 | 0.18% | 17q | -7.6%-$3.3M |
| Mesirow Financial Investment Management, Inc. | $39.7M | 145,226 | 0.62% | 11q | +9.5%+$3.5M |
| ProVise Management Group, LLC | $38.1M | 139,081 | 2.55% | 24q | +2.3%+$849.6K |
| ROYAL BANK OF CANADA | $36.8M | 134,408 | 0.01% | 31q | -26.2%-$13.1M |
| One Capital Management, LLC | $33.8M | 143,204 | 0.94% | 13q | HELD |
| Piedmont Capital Management, LLC | $29.7M | 108,485 | 14.99% | new | NEW |
| Savant Capital, LLC | $28.5M | 103,295 | 0.08% | 31q | +739.3%+$25.1M |
| OSAIC HOLDINGS, INC. | $28.0M | 102,125 | 0.03% | 26q | +19.9%+$4.6M |
| Capital Investment Advisors, LLC | $27.8M | 101,496 | 0.37% | 31q | +13.9%+$3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $26.7M | 97,516 | 0.39% | 25q | +9.1%+$2.2M |
| Praetorian Wealth Management, Inc. | $25.9M | 94,598 | 4.47% | 5q | +1.8%+$464.1K |
| JPMORGAN CHASE & CO | $20.2M | 74,345 | 0.00% | 31q | -21.9%-$5.7M |
| JONES FINANCIAL COMPANIES LLLP | $19.7M | 73,871 | 0.01% | 10q | +16.0%+$2.7M |
| VSM Wealth Advisory, LLC | $19.1M | 69,643 | 5.06% | 7q | HELD |
| Creative Planning | $18.4M | 67,382 | 0.01% | 31q | -1.0%-$178.7K |
| COZAD ASSET MANAGEMENT INC | $18.4M | 67,196 | 1.19% | 25q | -3.0%-$561.5K |
| PATTEN & PATTEN INC/TN | $18.1M | 66,146 | 0.96% | 7q | +1.7%+$301.0K |
| Modera Wealth Management, LLC | $18.1M | 66,094 | 0.19% | 10q | -2.1%-$382.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.9M | 61,076 | 0.03% | 12q | +1.0%+$167.7K |
| Beacon Pointe Advisors, LLC | $16.7M | 60,989 | 0.08% | 19q | -3.2%-$547.0K |
| HB Wealth Management, LLC | $16.2M | 59,355 | 0.09% | 19q | HELD |
| AlphaCore Capital LLC | $16.2M | 59,174 | 0.30% | 6q | +0.6%+$96.3K |
| Capital Advantage, Inc. | $16.1M | 58,934 | 1.97% | 30q | HELD |
| Choate Investment Advisors | $15.9M | 58,067 | 0.28% | 3q | HELD |
| BlackRock, Inc. | $15.1M | 55,040 | 0.00% | 8q | +97.3%+$7.4M |
| Keel Point, LLC | $14.0M | 51,215 | 0.83% | 30q | +2.8%+$379.3K |
| Mosley Wealth Management | $13.8M | 50,608 | 4.41% | 3q | +1903.5%+$13.2M |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $13.8M | 50,416 | 3.39% | 6q | +6.7%+$868.8K |
| TriaGen Wealth Management LLC | $13.2M | 48,100 | 3.29% | 23q | HELD |
| STEPH & CO | $12.4M | 45,326 | 3.14% | 21q | +2.5%+$307.6K |
| Baird Financial Group, Inc. | $12.4M | 45,257 | 0.02% | 31q | -4.1%-$526.2K |
| Physician Wealth Advisors, Inc. | $12.3M | 44,771 | 1.46% | 28q | HELD |
| FSA WEALTH PARTNERS, INC. | $11.2M | 40,819 | 2.80% | 11q | +2.7%+$296.6K |
| Focus Partners Wealth | $11.0M | 40,266 | 0.01% | 10q | +12.7%+$1.2M |
| Blackston Financial Advisory Group, LLC | $10.9M | 39,781 | 6.14% | 8q | -2.2%-$239.7K |
| Destination Wealth Management | $10.7M | 38,974 | 0.25% | 26q | +1.1%+$112.2K |
| MML INVESTORS SERVICES, LLC | $10.3M | 37,636 | 0.02% | 31q | +9.1%+$860.0K |
| CreativeOne Wealth, LLC | $10.2M | 37,446 | 0.22% | 30q | -17.6%-$2.2M |
| EXCHANGE TRADED CONCEPTS, LLC | $10.1M | 37,050 | 0.02% | 3q | +89.5%+$4.8M |
| Segment Wealth Management, LLC | $10.1M | 36,848 | 0.52% | 7q | +5.0%+$476.7K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $10.0M | 36,403 | 1.55% | 18q | -3.7%-$378.4K |
| Baker Ellis Asset Management LLC | $9.7M | 35,630 | 1.01% | 31q | HELD |
| FMR LLC | $9.4M | 34,171 | 0.00% | 31q | +9.5%+$809.1K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $9.1M | 33,163 | 0.07% | 28q | -1.1%-$102.1K |
| Bank of New York Mellon Corp | $8.9M | 32,393 | 0.00% | 31q | -23.7%-$2.8M |
| WIN ADVISORS, INC | $8.7M | 31,891 | 3.11% | new | NEW |
| Prospera Financial Services Inc | $8.7M | 31,779 | 0.13% | 10q | +6.1%+$499.9K |
| NewEdge Advisors, LLC | $8.4M | 30,685 | 0.03% | new | NEW |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $8.3M | 30,476 | 0.61% | 31q | -15.0%-$1.5M |
| Tradition Wealth Management, LLC | $8.1M | 29,500 | 0.49% | 23q | HELD |
| Private Advisor Group, LLC | $7.8M | 28,590 | 0.04% | 31q | +45.6%+$2.5M |
| FLAGSHIP WEALTH ADVISORS, LLC | $7.7M | 28,169 | 1.73% | 6q | +6.7%+$483.5K |
| Wealthfront Advisers LLC | $7.6M | 27,662 | 0.01% | 18q | HELD |
| Cerity Partners LLC | $7.5M | 27,432 | 0.01% | 11q | +2.9%+$209.1K |
| Parkway Wealth Management Group, LLC | $7.5M | 27,358 | 0.86% | 3q | +7.1%+$493.3K |
| FLORIDA FINANCIAL ADVISORS, LLC | $7.4M | 27,055 | 1.25% | 11q | -8.0%-$643.0K |
| Jump Financial, LLC | $7.3M | 26,618 | 0.06% | 3q | +8.8%+$589.9K |
| ENDEAVOR PRIVATE WEALTH, INC. | $7.1M | 26,113 | 1.74% | 4q | -14.1%-$1.2M |
| Zhang Financial LLC | $7.1M | 25,912 | 0.21% | 16q | +9.6%+$620.6K |
| MA Private Wealth | $6.9M | 25,242 | 1.03% | 11q | -29.5%-$2.9M |
| DIVERSIFIED TRUST CO | $6.7M | 24,547 | 0.11% | 16q | HELD |
| CALTON & ASSOCIATES, INC. | $6.7M | 24,363 | 0.98% | 11q | -34.1%-$3.4M |
| FIDUCIARY ADVISORS, INC. | $6.5M | 23,769 | 4.38% | 7q | -0.6%-$36.9K |
| Mariner, LLC | $6.5M | 23,729 | 0.01% | 16q | -22.2%-$1.9M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $6.4M | 23,476 | 0.08% | 20q | -17.7%-$1.4M |
| Spartan Wealth Advisory Services LLC | $6.4M | 23,252 | 0.52% | 2q | HELD |
| Crews Bank & Trust | $6.3M | 23,110 | 0.83% | 7q | +17.1%+$922.1K |
| CITADEL ADVISORS LLC | $6.2M | 20,539 | 0.00% | 4q | HELD |
| GOLDMAN SACHS GROUP INC | $6.2M | 22,491 | 0.00% | 11q | -60.2%-$9.3M |
| RETIREMENT CAPITAL STRATEGIES | $6.1M | 22,409 | 2.13% | 13q | +1654.8%+$5.8M |
| Sanctuary Advisors, LLC | $6.0M | 22,057 | 0.03% | 9q | -3.8%-$241.3K |
| HighTower Advisors, LLC | $5.6M | 20,502 | 0.01% | 22q | +23.9%+$1.1M |
| Stokes Family Office, LLC | $5.5M | 20,280 | 0.65% | 27q | HELD |
Showing the largest 100 of 531 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 511 | $5.1B | 18,612,050 | 48 | 110 | 162 | 0.1% |
| Q1 2026 | 485 | $4.7B | 19,678,801 | 29 | 113 | 158 | 0.1% |
| Q4 2025 | 504 | $5.6B | 22,415,552 | 42 | 119 | 141 | 0.1% |
| Q3 2025 | 470 | $4.7B | 19,091,931 | 44 | 131 | 109 | 0.0% |
| Q2 2025 | 449 | $3.7B | 16,268,528 | 39 | 122 | 127 | 0.0% |
| Q1 2025 | 428 | $3.0B | 14,865,334 | 32 | 117 | 120 | 0.0% |
| Q4 2024 | 432 | $3.1B | 14,637,164 | 27 | 112 | 118 | 0.0% |
| Q3 2024 | 397 | $3.0B | 14,605,689 | 32 | 126 | 103 | 0.0% |
| Q2 2024 | 387 | $2.7B | 13,786,194 | 33 | 112 | 89 | 0.0% |
| Q1 2024 | 372 | $2.7B | 14,588,856 | 46 | 97 | 92 | 0.1% |
| Q4 2023 | 343 | $2.3B | 13,632,820 | 48 | 83 | 75 | 0.1% |
| Q3 2023 | 292 | $1.7B | 11,317,009 | 22 | 79 | 75 | 0.1% |
| Q2 2023 | 286 | $1.7B | 11,146,523 | 29 | 67 | 77 | 0.1% |
| Q1 2023 | 270 | $1.6B | 11,196,784 | 27 | 63 | 84 | 0.1% |
| Q4 2022 | 251 | $1.4B | 10,774,132 | 22 | 67 | 78 | 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% |