# VANGUARD WORLD FD (MGV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MGV/

- Reporting holders: 28
- Reported value: $113.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $31.2M | 193,876 | 2.0% | 7 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $26.5M | 164,589 | 3.1% | 12 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $16.4M | 101,549 | 2.9% | 7 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $11.2M | 69,727 | 3.0% | 24 |
| [Gladwyn Financial Advisors, Inc.](https://holderbook.com/funds/2078684-gladwyn-financial-advisors-inc/) | $9.6M | 59,508 | 6.1% | 6 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $3.8M | 23,813 | 1.6% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.2M | 13,645 | 0.0% | 13 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.0M | 12,538 | 0.1% | 9 |
| [Freestate Advisors LLC](https://holderbook.com/funds/1660328-freestate-advisors-llc/) | $1.7M | 10,440 | 1.3% | 1 |
| [Harpswell Capital Advisors, LLC](https://holderbook.com/funds/1806630-harpswell-capital-advisors-llc/) | $1.6M | 9,881 | 1.0% | 5 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $1.5M | 9,575 | 0.4% | 3 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $843.1K | 5,233 | 0.0% | 17 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $805.0K | 4,997 | 0.2% | 12 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $633.4K | 3,932 | 0.3% | 7 |
| [OxenFree Capital LLC](https://holderbook.com/funds/2009781-oxenfree-capital-llc/) | $577.4K | 3,551 | 0.2% | 12 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $534.7K | 3,319 | 0.4% | 8 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $526.6K | 3,269 | 0.1% | 6 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $403.0K | 2,498 | 0.1% | 17 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $347.1K | 2,155 | 0.3% | 2 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $324.6K | 2,015 | 0.0% | 8 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $322.2K | 2,000 | 0.0% | 11 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $208.9K | 1,297 | 0.1% | 2 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $23.5K | 146 | 0.0% | 2 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $14.0K | 87 | 0.0% | 18 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $12.9K | 80 | 0.0% | 20 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $113.4M |
| Q2 2026 | 606 | $10.1B |
| Q1 2026 | 568 | $8.6B |
| Q4 2025 | 548 | $7.7B |
| Q3 2025 | 507 | $7.4B |
| Q2 2025 | 496 | $6.9B |
| Q1 2025 | 471 | $6.1B |
| Q4 2024 | 453 | $5.8B |
| Q3 2024 | 422 | $6.1B |
| Q2 2024 | 387 | $5.4B |
| Q1 2024 | 380 | $5.9B |
| Q4 2023 | 369 | $5.1B |

