VANGUARD WORLD FD (MGV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
581
Reporting holders
$9.7B
Reported value
0.0%
Held as options
+36
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 | $2.6B | 15,842,689 | 4.45% | 31q | +1.6%+$40.2M |
| BANK OF AMERICA CORP /DE/ | $764.3M | 4,675,795 | 0.05% | 31q | +0.8%+$6.0M |
| Merit Financial Group, LLC | $540.2M | 3,305,108 | 1.65% | 18q | +147.2%+$321.7M |
| MORGAN STANLEY | $526.5M | 3,220,989 | 0.03% | 35q | +5.0%+$25.1M |
| AMERIPRISE FINANCIAL INC | $402.3M | 2,461,240 | 0.08% | 31q | -46.0%-$342.8M |
| UBS Group AG | $292.7M | 1,790,527 | 0.04% | 31q | +3.7%+$10.5M |
| ENVESTNET ASSET MANAGEMENT INC | $202.3M | 1,237,905 | 0.05% | 31q | -2.6%-$5.4M |
| LPL Financial LLC | $189.3M | 1,158,233 | 0.04% | 31q | +6.9%+$12.2M |
| PNC Financial Services Group, Inc. | $180.8M | 1,105,925 | 0.09% | 31q | -4.7%-$9.0M |
| WELLS FARGO & COMPANY/MN | $162.4M | 993,873 | 0.03% | 31q | -50.5%-$165.9M |
| HighTower Advisors, LLC | $143.4M | 877,045 | 0.14% | 22q | +5.0%+$6.8M |
| OSAIC HOLDINGS, INC. | $129.0M | 789,084 | 0.15% | 26q | +13.7%+$15.5M |
| Black Diamond Financial, LLC | $123.8M | 757,229 | 10.91% | 31q | +2.7%+$3.3M |
| RAYMOND JAMES FINANCIAL INC | $123.1M | 753,203 | 0.03% | 7q | -4.7%-$6.0M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $119.8M | 733,157 | 0.90% | 4q | HELD |
| ROYAL BANK OF CANADA | $117.7M | 720,076 | 0.02% | 31q | -1.0%-$1.2M |
| JPMORGAN CHASE & CO | $111.9M | 683,600 | 0.01% | 31q | +15.4%+$14.9M |
| Sequoia Financial Advisors, LLC | $86.9M | 531,727 | 0.43% | 21q | -2.7%-$2.5M |
| Rockefeller Capital Management L.P. | $79.5M | 486,183 | 0.12% | 28q | HELD |
| Strategic Investment Advisors / MI | $72.4M | 442,676 | 4.38% | 29q | +1.9%+$1.4M |
| Kestra Advisory Services, LLC | $65.9M | 403,118 | 0.21% | 24q | +7.6%+$4.6M |
| Baird Financial Group, Inc. | $63.3M | 387,221 | 0.09% | 18q | +1.0%+$610.8K |
| Prosperity Consulting Group, LLC | $63.2M | 386,443 | 2.39% | 4q | +3.6%+$2.2M |
| STIFEL FINANCIAL CORP | $62.7M | 383,716 | 0.05% | 31q | +4.9%+$2.9M |
| Praetorian Wealth Management, Inc. | $62.0M | 379,594 | 10.70% | 5q | +2.9%+$1.8M |
| Cetera Investment Advisers | $60.4M | 369,442 | 0.06% | 31q | +8.0%+$4.5M |
| PETREDIS INVESTMENT ADVISORS LLC | $59.8M | 366,159 | 4.03% | 15q | HELD |
| Apriem Advisors | $57.1M | 349,628 | 4.95% | 10q | +10.9%+$5.6M |
| Cerity Partners LLC | $56.3M | 343,974 | 0.07% | 11q | +31.9%+$13.6M |
| MARS JEWETT FINANCIAL GROUP, INC. | $51.4M | 314,324 | 10.40% | 2q | +5482.0%+$50.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $49.2M | 301,213 | 0.06% | 31q | +3.1%+$1.5M |
| Savant Capital, LLC | $48.7M | 316,144 | 0.14% | 31q | +99.4%+$24.3M |
| Pure Financial Advisors, LLC | $46.7M | 285,839 | 0.59% | 6q | -1.7%-$827.9K |
| Avior Wealth Management, LLC | $37.0M | 226,306 | 0.97% | 31q | +52.2%+$12.7M |
| BHK Investment Advisors, LLC | $35.8M | 219,087 | 10.70% | 31q | -0.7%-$237.7K |
| Smartleaf Asset Management LLC | $35.5M | 216,700 | 1.15% | 11q | HELD |
| Braeburn Wealth Management LLC | $34.6M | 211,636 | 14.85% | 3q | +4.8%+$1.6M |
| Integrated Capital Management, LLC | $34.4M | 210,222 | 12.38% | 4q | +2.0%+$661.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $34.3M | 209,996 | 0.02% | 18q | +105.4%+$17.6M |
| BTG Pactual Asset Management US LLC | $34.1M | 208,483 | 2.12% | 8q | -2.7%-$946.9K |
| Capital Advantage, Inc. | $32.2M | 197,037 | 3.93% | 30q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $31.3M | 191,472 | 2.11% | 6q | +4.6%+$1.4M |
| Zeit Capital LLC | $31.0M | 189,915 | 18.71% | 23q | +0.5%+$161.0K |
| Bernardo Wealth Planning LLC | $30.6M | 187,389 | 5.23% | 26q | -11.5%-$4.0M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $29.8M | 182,380 | 1.09% | 31q | +3.6%+$1.0M |
| Beacon Pointe Advisors, LLC | $29.6M | 181,191 | 0.14% | 21q | -1.2%-$349.9K |
| Graney & King, LLC | $29.3M | 179,184 | 10.53% | 7q | +2.9%+$817.4K |
| ETF Portfolio Partners, Inc. | $28.2M | 172,557 | 6.71% | 16q | -2.1%-$615.9K |
| Blue Edge Capital, LLC | $26.0M | 158,930 | 3.12% | 22q | -9.6%-$2.8M |
| Breakwater Capital Group | $26.0M | 158,867 | 3.12% | 11q | +1.6%+$404.7K |
| Wealthcare Advisory Partners LLC | $25.3M | 154,959 | 0.48% | 24q | +3.9%+$943.8K |
| Sheridan Capital Management, LLC | $25.2M | 154,080 | 12.12% | 11q | +3.3%+$800.6K |
| Retirement Planning Group, LLC | $24.5M | 149,966 | 0.62% | new | NEW |
| Bison Wealth, LLC | $24.1M | 146,800 | 2.21% | 4q | +2.6%+$611.4K |
| AllGen Financial Advisors, Inc. | $23.9M | 146,457 | 5.23% | 5q | HELD |
| Waverly Advisors, LLC | $23.8M | 145,484 | 0.14% | 10q | +28.3%+$5.2M |
| HARBOUR INVESTMENTS, INC. | $23.4M | 143,280 | 0.32% | 21q | HELD |
| Arax Advisory Partners | $23.1M | 141,114 | 0.15% | 3q | +8.5%+$1.8M |
| MEANS INVESTMENT CO., INC. | $21.8M | 133,485 | 1.65% | 22q | -2.4%-$527.1K |
| Pachira Investments Inc. | $21.6M | 132,385 | 8.16% | 16q | +12.5%+$2.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $21.1M | 129,222 | 0.31% | 24q | +6.4%+$1.3M |
| Cresset Asset Management, LLC | $20.6M | 125,856 | 0.07% | 20q | HELD |
| Retirement Management Systems Inc. | $19.7M | 120,323 | 4.03% | 3q | +6.2%+$1.1M |
| MML INVESTORS SERVICES, LLC | $19.1M | 116,563 | 0.04% | 31q | +23.8%+$3.7M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $18.5M | 113,093 | 2.66% | 18q | +27824.2%+$18.4M |
| US BANCORP \DE\ | $18.3M | 111,569 | 0.02% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $18.0M | 110,373 | 0.01% | 10q | +19.7%+$3.0M |
| Annex Advisory Services, LLC | $17.9M | 109,313 | 0.30% | 3q | -1.9%-$343.6K |
| TUDOR INVESTMENT CORP ET AL | $17.4M | 106,191 | 0.02% | 2q | +103.5%+$8.8M |
| ARQ WEALTH ADVISORS, LLC | $16.7M | 102,562 | 2.07% | 11q | +22.2%+$3.0M |
| Creative Planning | $16.7M | 102,217 | 0.01% | 24q | -1.1%-$183.7K |
| Private Advisor Group, LLC | $16.3M | 99,930 | 0.07% | 31q | +2.1%+$329.5K |
| HB Wealth Management, LLC | $16.1M | 98,280 | 0.09% | 19q | +0.6%+$102.5K |
| STEPHENS INC /AR/ | $14.8M | 90,700 | 0.17% | 31q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.7M | 89,888 | 0.01% | 31q | -1.6%-$239.0K |
| Sanctuary Advisors, LLC | $14.6M | 89,104 | 0.07% | 9q | +0.6%+$89.9K |
| ALLSTREET CAPITAL ADVISORS LLC | $13.6M | 82,962 | 8.82% | 3q | +3.6%+$468.6K |
| Avid Wealth Partners LLC | $13.3M | 81,651 | 6.46% | 6q | -19.1%-$3.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $13.0M | 79,496 | 0.02% | 15q | +2.4%+$298.7K |
| James J. Burns & Company, LLC | $13.0M | 79,306 | 1.40% | 16q | HELD |
| AMARA FINANCIAL, LLC. | $13.0M | 79,304 | 7.76% | 8q | +9.4%+$1.1M |
| Crumly & Associates Inc. | $12.5M | 76,747 | 2.40% | 6q | +7.5%+$879.7K |
| HOWE & RUSLING INC | $12.5M | 76,615 | 0.73% | 18q | +12.0%+$1.3M |
| Gateway Wealth Partners, LLC | $12.5M | 76,465 | 0.75% | 2q | -5.5%-$731.3K |
| Quadcap Wealth Management, LLC | $11.8M | 72,209 | 1.15% | 6q | +7.7%+$846.8K |
| Modera Wealth Management, LLC | $11.8M | 72,071 | 0.13% | 7q | -3.6%-$441.5K |
| D.A. DAVIDSON & CO. | $11.8M | 71,941 | 0.07% | 31q | -39.8%-$7.8M |
| Capital Planning LLC | $11.5M | 70,530 | 3.36% | 23q | -0.7%-$86.3K |
| Wealthfront Advisers LLC | $11.4M | 69,987 | 0.02% | 21q | +1.2%+$130.9K |
| PFG Private Wealth Management, LLC | $10.8M | 65,983 | 4.67% | 3q | -11.6%-$1.4M |
| Mayfair Advisory Group, LLC | $10.7M | 65,270 | 3.23% | 5q | +8.1%+$805.6K |
| WealthShield Partners, LLC | $10.7M | 65,255 | 1.63% | 20q | -7.9%-$910.9K |
| Gladwyn Financial Advisors, Inc. | $10.0M | 60,975 | 6.23% | 5q | +4.4%+$418.8K |
| GOLDMAN SACHS GROUP INC | $10.0M | 60,975 | 0.00% | 21q | -15.4%-$1.8M |
| Fingerlakes Wealth Management, Inc. | $10.0M | 60,926 | 5.36% | 19q | +9.3%+$850.4K |
| CAPTRUST FINANCIAL ADVISORS | $9.8M | 59,778 | 0.01% | 20q | -2.2%-$219.7K |
| MARSHALL WACE, LLP | $9.6M | 58,928 | 0.01% | new | NEW |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $9.3M | 57,120 | 3.29% | 6q | +19.7%+$1.5M |
| Compass Planning Associates Inc | $9.1M | 55,575 | 4.91% | 7q | +26.1%+$1.9M |
| DAYMARK WEALTH PARTNERS, LLC | $8.4M | 51,314 | 0.20% | new | NEW |
Showing the largest 100 of 600 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 | 581 | $9.7B | 59,363,744 | 60 | 171 | 149 | 0.0% |
| Q1 2026 | 545 | $8.5B | 58,510,511 | 53 | 199 | 122 | 0.1% |
| Q4 2025 | 525 | $7.6B | 53,680,647 | 41 | 167 | 130 | 0.0% |
| Q3 2025 | 484 | $7.2B | 52,595,259 | 42 | 169 | 117 | 0.0% |
| Q2 2025 | 469 | $6.7B | 50,820,924 | 43 | 155 | 110 | 0.0% |
| Q1 2025 | 444 | $5.9B | 45,733,537 | 51 | 150 | 125 | 0.1% |
| Q4 2024 | 429 | $5.6B | 44,749,024 | 37 | 136 | 98 | 0.0% |
| Q3 2024 | 395 | $5.8B | 45,378,021 | 45 | 134 | 93 | 0.0% |
| Q2 2024 | 359 | $5.2B | 43,594,736 | 23 | 121 | 98 | 0.0% |
| Q1 2024 | 350 | $5.7B | 47,512,960 | 36 | 108 | 95 | 0.1% |
| Q4 2023 | 335 | $4.9B | 44,584,289 | 40 | 96 | 106 | 0.1% |
| Q3 2023 | 296 | $4.1B | 40,227,552 | 28 | 96 | 82 | 0.0% |
| Q2 2023 | 291 | $4.2B | 40,321,801 | 18 | 98 | 87 | 0.1% |
| Q1 2023 | 292 | $4.0B | 39,544,447 | 16 | 104 | 93 | 0.1% |
| Q4 2022 | 278 | $4.0B | 38,951,609 | 31 | 91 | 72 | 0.3% |
| Q3 2022 | 305 | $3.6B | 39,632,858 | 25 | 102 | 82 | 0.1% |
| Q2 2022 | 303 | $3.9B | 40,561,843 | 36 | 102 | 86 | 0.1% |
| Q1 2022 | 297 | $3.9B | 36,414,653 | 43 | 111 | 54 | 0.1% |
| Q4 2021 | 275 | $3.6B | 33,552,731 | 31 | 96 | 64 | 0.3% |
| Q3 2021 | 234 | $3.1B | 31,901,428 | 24 | 80 | 54 | 0.0% |
| Q2 2021 | 230 | $3.1B | 31,039,130 | 23 | 84 | 64 | 0.0% |
| Q1 2021 | 228 | $2.9B | 30,117,308 | 29 | 74 | 58 | 0.2% |
| Q4 2020 | 209 | $2.4B | 27,928,945 | 31 | 59 | 49 | 0.4% |
| Q3 2020 | 176 | $2.0B | 26,660,593 | 17 | 64 | 41 | 0.0% |
| Q2 2020 | 174 | $1.9B | 26,119,512 | 28 | 57 | 51 | 0.0% |
| Q1 2020 | 167 | $1.6B | 24,243,484 | 20 | 54 | 54 | 0.1% |
| Q4 2019 | 178 | $1.9B | 22,350,119 | 19 | 60 | 33 | 0.0% |
| Q3 2019 | 148 | $1.8B | 21,469,199 | 13 | 46 | 41 | 0.0% |
| Q2 2019 | 144 | $1.7B | 21,650,631 | 17 | 53 | 30 | 0.0% |
| Q1 2019 | 138 | $1.6B | 20,518,749 | 12 | 57 | 31 | 0.0% |
| Q4 2018 | 141 | $1.4B | 19,608,583 | 2 | 4 | 4 | 0.0% |