VANGUARD WORLD FD (MGK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
982
Reporting holders
$17.7B
Reported value
0.7%
Held as options
+60
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 |
|---|---|---|---|---|---|
| ASSETMARK, INC | $3.7B | 42,386,669 | 6.41% | 31q | +399.4%+$3.0B |
| Cassaday & Co Wealth Management LLC | $1.7B | 18,830,638 | 31.09% | 15q | +406.3%+$1.3B |
| MORGAN STANLEY | $1.2B | 13,160,627 | 0.06% | 35q | +416.2%+$932.8M |
| BANK OF AMERICA CORP /DE/ | $883.6M | 10,051,265 | 0.06% | 31q | +394.3%+$704.9M |
| Merit Financial Group, LLC | $640.3M | 7,283,773 | 1.95% | 23q | +1242.9%+$592.6M |
| LPL Financial LLC | $512.8M | 5,833,591 | 0.12% | 31q | +405.2%+$411.3M |
| UBS Group AG | $454.6M | 5,148,612 | 0.06% | 31q | +396.1%+$363.0M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $377.6M | 4,295,085 | 2.83% | 4q | +400.0%+$302.1M |
| CAPTRUST FINANCIAL ADVISORS | $369.0M | 4,197,480 | 0.56% | 26q | +382.8%+$292.6M |
| AMERIPRISE FINANCIAL INC | $341.6M | 3,885,314 | 0.07% | 31q | +143.8%+$201.5M |
| ENVESTNET ASSET MANAGEMENT INC | $312.4M | 3,554,068 | 0.07% | 31q | +399.7%+$249.9M |
| WELLS FARGO & COMPANY/MN | $287.5M | 3,270,904 | 0.05% | 31q | +118.2%+$155.8M |
| Cerity Partners LLC | $262.4M | 2,984,072 | 0.32% | 11q | +451.4%+$214.8M |
| ANGELES WEALTH MANAGEMENT, LLC | $252.3M | 2,869,561 | 11.52% | 18q | +402.4%+$202.1M |
| PNC Financial Services Group, Inc. | $228.6M | 2,600,466 | 0.11% | 31q | +389.1%+$181.9M |
| Howard Capital Management, LLC | $199.9M | 2,273,520 | 2.38% | 13q | +400.0%+$159.9M |
| ROYAL BANK OF CANADA | $195.3M | 2,221,716 | 0.03% | 31q | +376.4%+$154.3M |
| RAYMOND JAMES FINANCIAL INC | $187.0M | 2,127,331 | 0.05% | 7q | +390.1%+$148.9M |
| Facet Wealth, Inc. | $162.2M | 1,844,907 | 2.32% | 10q | +465.0%+$133.5M |
| OSAIC HOLDINGS, INC. | $129.8M | 1,476,022 | 0.15% | 26q | +416.0%+$104.6M |
| PETREDIS INVESTMENT ADVISORS LLC | $120.6M | 1,371,662 | 8.12% | 15q | +398.5%+$96.4M |
| Rockefeller Capital Management L.P. | $107.4M | 1,221,378 | 0.16% | 28q | +410.4%+$86.3M |
| Falcon Wealth Planning | $105.4M | 1,198,494 | 6.65% | 23q | +412.8%+$84.8M |
| Strategic Investment Advisors / MI | $104.9M | 1,193,303 | 6.35% | 29q | +407.7%+$84.2M |
| Portfolio Strategies, Inc. | $103.4M | 1,176,248 | 10.14% | 31q | +401.2%+$82.8M |
| HighTower Advisors, LLC | $99.2M | 1,127,973 | 0.10% | 22q | +398.0%+$79.2M |
| Black Diamond Financial, LLC | $96.4M | 1,096,819 | 8.50% | 31q | +426.1%+$78.1M |
| STIFEL FINANCIAL CORP | $87.7M | 998,155 | 0.07% | 31q | +419.1%+$70.8M |
| Arax Advisory Partners | $85.6M | 973,489 | 0.57% | 3q | +13515.2%+$85.0M |
| IFC Advisors LLC | $82.5M | 938,049 | 10.47% | 7q | +400.3%+$66.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $81.1M | 922,894 | 0.10% | 31q | +389.3%+$64.5M |
| Mariner, LLC | $80.2M | 912,807 | 0.08% | 20q | +366.0%+$63.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $78.2M | 889,770 | 0.04% | 31q | +411.5%+$62.9M |
| Cetera Investment Advisers | $76.7M | 872,496 | 0.07% | 28q | +456.5%+$62.9M |
| Praetorian Wealth Management, Inc. | $75.2M | 855,232 | 12.97% | 7q | +407.9%+$60.4M |
| Gratus Wealth Advisors, LLC | $71.9M | 817,879 | 9.15% | 11q | +403.0%+$57.6M |
| Leelyn Smith, LLC | $69.8M | 793,605 | 8.48% | 27q | +422.0%+$56.4M |
| JPMORGAN CHASE & CO | $65.5M | 756,909 | 0.00% | 31q | +409.7%+$52.6M |
| CITADEL ADVISORS LLC | $65.4M | 7,709 | 0.01% | 31q | HELD |
| Creative Planning | $57.4M | 652,778 | 0.03% | 31q | +385.1%+$45.6M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $54.7M | 621,914 | 2.00% | 31q | +392.4%+$43.6M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $53.0M | 602,809 | 4.11% | 20q | +406.3%+$42.5M |
| MARS JEWETT FINANCIAL GROUP, INC. | $48.7M | 554,130 | 9.86% | 2q | +24354.1%+$48.5M |
| Beacon Capital Management, LLC | $46.7M | 530,802 | 6.84% | 18q | +292.1%+$34.8M |
| BTG Pactual Asset Management US LLC | $45.3M | 515,749 | 2.82% | 8q | +426.6%+$36.7M |
| MML INVESTORS SERVICES, LLC | $44.4M | 505,515 | 0.09% | 31q | +462.3%+$36.5M |
| Lido Advisors, LLC | $43.9M | 499,842 | 0.12% | 14q | +384.5%+$34.9M |
| Bernardo Wealth Planning LLC | $43.1M | 490,460 | 7.37% | 31q | +371.8%+$34.0M |
| GOLDMAN SACHS GROUP INC | $42.8M | 486,456 | 0.00% | 31q | +417.1%+$34.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $42.5M | 484,483 | 0.07% | 17q | +416.4%+$34.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42.5M | 36,726 | 0.00% | 31q | +680.1%+$37.1M |
| MEANS INVESTMENT CO., INC. | $41.4M | 470,858 | 3.13% | 31q | +391.6%+$33.0M |
| Beacon Pointe Advisors, LLC | $41.3M | 469,236 | 0.19% | 21q | +395.8%+$32.9M |
| FC Advisory LLC | $40.4M | 459,040 | 10.69% | 31q | +392.2%+$32.2M |
| Savant Capital, LLC | $39.5M | 294,234 | 0.12% | 16q | +494.6%+$32.9M |
| ETF Portfolio Partners, Inc. | $38.7M | 440,043 | 9.20% | 31q | +392.7%+$30.8M |
| EP Wealth Advisors, LLC | $36.2M | 411,595 | 0.14% | 14q | +410.8%+$29.1M |
| Blue Edge Capital, LLC | $36.0M | 409,912 | 4.33% | 26q | +320.6%+$27.5M |
| BHK Investment Advisors, LLC | $34.4M | 391,052 | 10.27% | 31q | +398.5%+$27.5M |
| ALPS ADVISORS INC | $33.5M | 381,300 | 0.16% | 12q | +556.3%+$28.4M |
| HB Wealth Management, LLC | $33.3M | 379,143 | 0.19% | 19q | +401.1%+$26.7M |
| Angeles Investment Advisors, LLC | $32.6M | 371,190 | 1.96% | 31q | +12730.6%+$32.4M |
| Apriem Advisors | $30.2M | 343,729 | 2.62% | 10q | +444.3%+$24.7M |
| Wealthfront Advisers LLC | $30.0M | 341,174 | 0.06% | 21q | +389.0%+$23.9M |
| Prospera Financial Services Inc | $29.6M | 336,415 | 0.43% | 29q | +414.3%+$23.8M |
| JONES FINANCIAL COMPANIES LLLP | $29.0M | 343,479 | 0.01% | 10q | +461.7%+$23.8M |
| Erickson Financial Group, LLC | $28.2M | 320,460 | 15.10% | 19q | +332.9%+$21.7M |
| AMARA FINANCIAL, LLC. | $27.8M | 316,007 | 16.62% | 8q | +404.8%+$22.3M |
| &PARTNERS | $27.6M | 312,826 | 0.11% | 25q | +416.3%+$22.2M |
| Clarity Financial LLC | $27.4M | 311,650 | 2.33% | 13q | +397.1%+$21.9M |
| Kestra Advisory Services, LLC | $27.1M | 307,853 | 0.09% | 24q | +337.8%+$20.9M |
| D.A. DAVIDSON & CO. | $26.6M | 302,209 | 0.15% | 31q | +262.9%+$19.2M |
| NORTHERN TRUST CORP | $25.2M | 286,950 | 0.00% | 31q | +392.7%+$20.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $25.0M | 284,728 | 0.37% | 24q | +445.3%+$20.4M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $24.6M | 279,673 | 1.17% | 25q | +417.3%+$19.8M |
| Zeit Capital LLC | $24.5M | 278,413 | 14.75% | 23q | +404.0%+$19.6M |
| Allspring Global Investments Holdings, LLC | $24.3M | 276,640 | 0.04% | 10q | +513.9%+$20.4M |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $23.9M | 144,139 | 1.62% | 22q | +615.0%+$20.5M |
| Zhang Financial LLC | $23.7M | 269,582 | 0.69% | 13q | +426.4%+$19.2M |
| SALEM INVESTMENT COUNSELORS INC | $23.7M | 269,167 | 0.59% | 29q | +399.3%+$18.9M |
| Avior Wealth Management, LLC | $23.5M | 267,463 | 0.62% | 31q | +393.4%+$18.7M |
| VICTORY CAPITAL MANAGEMENT INC | $23.4M | 265,885 | 0.01% | 2q | +400.0%+$18.7M |
| Sanctuary Advisors, LLC | $22.7M | 258,150 | 0.11% | 9q | +390.1%+$18.1M |
| Wheelhouse Advisory Group LLC | $22.4M | 254,581 | 6.32% | 11q | +412.6%+$18.0M |
| ODonnell Financial Services, LLC | $22.1M | 250,832 | 6.49% | 11q | +410.3%+$17.7M |
| Gateway Wealth Partners, LLC | $21.6M | 245,744 | 1.30% | 13q | +289.0%+$16.0M |
| Kingsview Wealth Management, LLC | $21.1M | 239,584 | 0.26% | 23q | +408.2%+$16.9M |
| IEQ CAPITAL, LLC | $20.9M | 237,816 | 0.10% | 21q | +333.8%+$16.1M |
| NORTHEAST INVESTMENT MANAGEMENT | $20.8M | 237,090 | 0.77% | 25q | +418.6%+$16.8M |
| Concurrent Investment Advisors, LLC | $20.8M | 236,260 | 0.18% | 11q | +328.2%+$15.9M |
| FIFTH THIRD BANCORP | $20.1M | 228,910 | 0.03% | 31q | +1.1%+$212.0K |
| AQR CAPITAL MANAGEMENT LLC | $20.0M | 228,065 | 0.01% | 9q | +428.3%+$16.3M |
| DT Investment Partners, LLC | $19.9M | 226,863 | 1.49% | 11q | +148.7%+$11.9M |
| Raab & Moskowitz Asset Management LLC | $19.7M | 224,090 | 3.96% | 31q | +398.9%+$15.8M |
| Randall & Associates Wealth Management | $19.1M | 217,296 | 11.82% | 10q | +554.7%+$16.2M |
| Cresset Asset Management, LLC | $19.0M | 216,008 | 0.07% | 3q | +398.1%+$15.2M |
| Blackston Financial Advisory Group, LLC | $19.0M | 215,599 | 10.68% | 8q | +388.7%+$15.1M |
| FMR LLC | $18.5M | 210,114 | 0.00% | 31q | +412.4%+$14.9M |
| US BANCORP \DE\ | $18.3M | 207,977 | 0.02% | 31q | +402.3%+$14.6M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $18.2M | 206,887 | 2.62% | 27q | +114837.2%+$18.2M |
Showing the largest 100 of 1,018 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 | 982 | $17.7B | 199,535,401 | 96 | 837 | 20 | 0.7% |
| Q1 2026 | 922 | $15.0B | 40,728,769 | 63 | 287 | 298 | 0.7% |
| Q4 2025 | 948 | $16.8B | 40,706,173 | 70 | 272 | 263 | 0.3% |
| Q3 2025 | 871 | $16.4B | 40,613,709 | 77 | 257 | 234 | 0.3% |
| Q2 2025 | 828 | $14.5B | 39,518,903 | 91 | 243 | 228 | 0.3% |
| Q1 2025 | 780 | $11.2B | 36,999,526 | 58 | 209 | 255 | 0.2% |
| Q4 2024 | 802 | $13.0B | 37,705,924 | 70 | 226 | 219 | 0.2% |
| Q3 2024 | 709 | $11.9B | 37,584,392 | 52 | 207 | 220 | 0.3% |
| Q2 2024 | 698 | $10.6B | 33,584,729 | 60 | 217 | 197 | 0.4% |
| Q1 2024 | 664 | $10.3B | 35,782,908 | 70 | 214 | 175 | 0.6% |
| Q4 2023 | 636 | $8.9B | 33,547,235 | 76 | 180 | 169 | 1.7% |
| Q3 2023 | 537 | $6.9B | 30,168,982 | 44 | 146 | 165 | 0.2% |
| Q2 2023 | 531 | $6.9B | 29,193,377 | 63 | 135 | 171 | 0.2% |
| Q1 2023 | 488 | $6.0B | 29,288,315 | 74 | 117 | 169 | 0.1% |
| Q4 2022 | 418 | $4.6B | 26,671,839 | 39 | 87 | 162 | 1.2% |
| 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% |