VANGUARD WORLD FD (MGK)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
56
Reporting holders
$147.0M
Reported value
0.0%
Calls
0.0%
Puts
-968
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 |
|---|---|---|---|---|---|
| FC Advisory LLC | $43.1M | 465,370 | 11.30% | 32q | +1.4%+$586.5K |
| TITLEIST ASSET MANAGEMENT, LLC | $15.0M | 162,099 | 0.97% | 10q | +4690.2%+$14.7M |
| Capital Planning LLC | $12.4M | 133,708 | 3.29% | 24q | HELD |
| Baring Financial LLC | $10.4M | 112,672 | 5.58% | 8q | +2.0%+$207.5K |
| Gladwyn Financial Advisors, Inc. | $9.7M | 104,735 | 6.20% | 6q | -1.8%-$175.4K |
| Farther Finance Advisors, LLC | $6.6M | 71,405 | 0.05% | 16q | -2.3%-$157.8K |
| Sound Income Strategies, LLC | $6.4M | 68,074 | 0.28% | 32q | +8.9%+$521.8K |
| Tactive Advisors, LLC | $5.9M | 64,140 | 1.43% | 10q | -0.6%-$37.1K |
| Avidian Wealth Enterprises, LLC | $5.7M | 61,352 | 0.16% | 25q | -3.8%-$223.2K |
| Breakwater Capital Group | $5.1M | 54,840 | 0.60% | 16q | +1.8%+$88.2K |
| CoreCap Advisors, LLC | $3.8M | 41,108 | 0.11% | 9q | +1.9%+$70.0K |
| First Heartland Consultants, Inc. | $3.4M | 36,630 | 0.23% | 5q | +7.8%+$244.9K |
| Worth Asset Management, LLC | $1.6M | 17,005 | 0.46% | 15q | +5.8%+$86.8K |
| Adirondack Capital Advisors, LLC | $1.5M | 16,705 | 0.80% | 4q | +2.1%+$32.4K |
| Heartwood Wealth Advisors LLC | $1.2M | 12,760 | 0.09% | 11q | +3.0%+$34.3K |
| Weaver Consulting Group | $1.1M | 12,209 | 0.22% | 25q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $939.9K | 10,033 | 0.14% | 11q | HELD |
| Balefire, LLC | $843.0K | 9,099 | 0.13% | 6q | +0.7%+$5.5K |
| Asempa Wealth Advisors | $816.7K | 8,805 | 0.62% | 4q | HELD |
| ATWOOD & PALMER INC | $813.1K | 8,776 | 0.04% | 3q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $787.9K | 8,504 | 0.18% | 12q | -8.0%-$68.2K |
| MFA WEALTH ADVISORS, LLC | $625.6K | 6,752 | 0.11% | 14q | -14.1%-$102.8K |
| LWM ADVISORS INC | $573.7K | 6,192 | 0.43% | 8q | +4.5%+$24.6K |
| Elm3 Financial Group, LLC | $557.3K | 6,015 | 0.37% | new | NEW |
| Marathon Mission, Inc. | $541.1K | 5,840 | 0.27% | 14q | HELD |
| Apella Capital, LLC | $528.1K | 5,563 | 0.01% | 4q | +0.8%+$4.3K |
| Wealth Group Ltd | $505.7K | 5,398 | 0.09% | 12q | HELD |
| Castle Rock Wealth Management, LLC | $502.3K | 5,281 | 0.09% | 16q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $497.3K | 5,368 | 0.13% | 8q | -23.6%-$154.0K |
| Stonebridge Financial Group, LLC | $474.8K | 5,125 | 0.04% | 8q | HELD |
| Gradient Investments LLC | $418.7K | 4,519 | 0.01% | 8q | +27.1%+$89.2K |
| Venture Visionary Partners LLC | $373.4K | 4,030 | 0.01% | 15q | HELD |
| DAVIDSON TRUST CO | $361.3K | 3,900 | 0.14% | 14q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $342.3K | 3,695 | 0.00% | new | NEW |
| OxenFree Capital LLC | $342.3K | 3,599 | 0.15% | 12q | -22.6%-$100.0K |
| Ridgewood Investments LLC | $330.3K | 3,565 | 0.12% | 11q | HELD |
| Sunburst Financial Group, LLC | $325.1K | 3,509 | 0.05% | 14q | -8.1%-$28.5K |
| Investors Research Corp | $320.8K | 3,462 | 0.06% | 26q | +24.0%+$62.1K |
| Legacy Private Trust Co. | $303.4K | 3,275 | 0.02% | 7q | HELD |
| Retireful, LLC | $296.0K | 3,195 | 0.25% | 4q | -31.9%-$139.0K |
| KWMG, LLC | $224.7K | 2,425 | 0.02% | 2q | HELD |
| Buska Wealth Management, LLC | $221.0K | 2,385 | 0.08% | 2q | HELD |
| Valeo Financial Advisors, LLC | $217.5K | 2,347 | 0.00% | 2q | HELD |
| Kaydan Wealth Management, Inc. | $216.2K | 2,333 | 0.07% | 11q | -29.3%-$89.6K |
| GoalFusion Wealth Management, LLC | $212.2K | 2,290 | 0.08% | 2q | HELD |
| Wedmont Private Capital | $211.1K | 2,253 | 0.01% | 12q | -15.5%-$38.7K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $55.7K | 601 | 0.01% | new | NEW |
| EASTERN BANK | $50.0K | 540 | 0.00% | 9q | HELD |
| GoalVest Advisory LLC | $36.6K | 395 | 0.01% | 2q | HELD |
| CX Institutional | $33.1K | 357,048 | 0.90% | 24q | +3.7%+$1.2K |
| Noble Wealth Management PBC | $32.4K | 350 | 0.01% | 5q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $27.8K | 300 | 0.01% | 15q | HELD |
| Grove Bank & Trust | $18.5K | 200 | 0.00% | 2q | HELD |
| Retirement Wealth Solutions LLC | $14.1K | 152 | 0.01% | new | NEW |
| Central Pacific Bank - Trust Division | $10.7K | 115 | 0.00% | 11q | -14.8%-$1.9K |
| Planning Strategies Inc. | $3.2K | 35 | 0.00% | new | NEW |
| GK Wealth Management LLC | $2.3K | 25 | 0.00% | new | NEW |
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 | 56 | $147.0M | 1,585,058 | 6 | 15 | 13 | 0.0% |
| Q2 2026 | 1,024 | $18.4B | 206,922,073 | 103 | 870 | 21 | 1.0% |
| Q1 2026 | 957 | $15.1B | 41,094,332 | 69 | 296 | 305 | 0.7% |
| Q4 2025 | 987 | $17.3B | 41,480,948 | 73 | 279 | 275 | 0.3% |
| Q3 2025 | 902 | $16.7B | 41,414,805 | 82 | 262 | 241 | 0.3% |
| Q2 2025 | 865 | $14.9B | 40,642,039 | 93 | 254 | 234 | 0.3% |
| Q1 2025 | 819 | $11.6B | 38,260,732 | 60 | 219 | 264 | 0.2% |
| Q4 2024 | 843 | $13.3B | 38,684,456 | 77 | 235 | 230 | 0.2% |
| Q3 2024 | 750 | $12.2B | 38,636,109 | 61 | 218 | 230 | 0.3% |
| Q2 2024 | 739 | $10.9B | 34,737,551 | 67 | 229 | 208 | 0.4% |
| Q1 2024 | 709 | $10.6B | 36,959,653 | 79 | 230 | 182 | 0.6% |
| Q4 2023 | 679 | $9.1B | 34,605,464 | 81 | 193 | 178 | 1.7% |
| Q3 2023 | 583 | $7.1B | 31,215,431 | 50 | 161 | 174 | 0.2% |
| Q2 2023 | 582 | $7.1B | 30,318,773 | 71 | 146 | 186 | 0.2% |
| Q1 2023 | 541 | $6.3B | 30,563,846 | 81 | 131 | 186 | 0.1% |
| Q4 2022 | 492 | $4.9B | 28,257,970 | 46 | 103 | 190 | 1.1% |
| Q3 2022 | 488 | $4.7B | 26,912,406 | 39 | 137 | 149 | 0.2% |
| Q2 2022 | 494 | $4.7B | 25,589,031 | 43 | 151 | 157 | 0.3% |
| Q1 2022 | 525 | $6.0B | 25,316,032 | 41 | 156 | 152 | 0.3% |
| Q4 2021 | 548 | $7.2B | 27,409,944 | 74 | 147 | 119 | 0.6% |
| Q3 2021 | 448 | $5.8B | 24,660,359 | 47 | 134 | 112 | 0.2% |
| Q2 2021 | 432 | $5.6B | 23,895,301 | 46 | 131 | 122 | 0.2% |
| Q1 2021 | 407 | $4.7B | 22,535,565 | 35 | 101 | 150 | 0.4% |
| Q4 2020 | 417 | $4.8B | 23,138,584 | 50 | 101 | 113 | 1.2% |
| Q3 2020 | 358 | $4.6B | 24,952,247 | 58 | 101 | 116 | 0.4% |
| Q2 2020 | 322 | $4.1B | 25,398,303 | 65 | 95 | 80 | 0.1% |
| Q1 2020 | 274 | $2.4B | 19,204,684 | 36 | 78 | 87 | 0.2% |
| Q4 2019 | 266 | $2.7B | 18,824,822 | 30 | 82 | 59 | 0.1% |
| Q3 2019 | 229 | $2.4B | 17,866,382 | 15 | 66 | 70 | 0.0% |
| Q2 2019 | 234 | $2.4B | 18,235,186 | 21 | 69 | 61 | 0.2% |
| Q1 2019 | 230 | $2.2B | 17,658,666 | 27 | 55 | 68 | 0.1% |
| Q4 2018 | 211 | $1.9B | 17,400,625 | 2 | 3 | 5 | 0.0% |