DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (MGV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
610
Reporting holders
$9.6B
Reported value
0.0%
Calls
0.0%
Puts
+31
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 |
|---|---|---|---|---|---|
| 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 |
| 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 | +8.0%+$29.8M |
| UBS Group AG | $292.7M | 1,790,527 | 0.04% | 31q | +3.7%+$10.5M |
| Merit Financial Group, LLC | $270.1M | 1,652,554 | 1.65% | 18q | +23.6%+$51.6M |
| 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 | -1.1%-$1.7M |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $127.1M | 777,440 | 0.14% | 31q | +101.5%+$64.0M |
| 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 |
| 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% | 23q | HELD |
| 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 |
| Select Asset Management & Trust | $23.1M | 141,613 | 6.66% | 23q | +1.6%+$369.7K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $17.2M | 104,998 | 0.02% | 18q | +2.7%+$450.0K |
| 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 |
| BESSEMER GROUP INC | $14.2M | 86,771 | 0.02% | 31q | +2474.8%+$13.6M |
| 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 |
| Janney Montgomery Scott LLC | $12.0M | 73,556 | 0.02% | 28q | -2.6%-$318.6K |
| 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 |
Showing the largest 100 of 610 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 242 | $3.8B | 23,650,932 | 20 | 73 | 60 | 0.0% |
| Q2 2026 | 610 | $9.6B | 58,853,528 | 61 | 177 | 154 | 0.0% |
| Q1 2026 | 579 | $8.1B | 56,169,773 | 59 | 206 | 132 | 0.1% |
| Q4 2025 | 551 | $7.7B | 54,544,052 | 43 | 176 | 135 | 0.0% |
| Q3 2025 | 509 | $7.4B | 53,797,114 | 46 | 180 | 120 | 0.0% |
| Q2 2025 | 498 | $6.9B | 52,738,969 | 45 | 164 | 117 | 0.0% |
| Q1 2025 | 472 | $6.1B | 47,566,637 | 55 | 161 | 129 | 0.1% |
| Q4 2024 | 454 | $5.8B | 46,351,771 | 38 | 145 | 104 | 0.0% |
| Q3 2024 | 422 | $6.1B | 47,261,328 | 50 | 141 | 101 | 0.0% |
| Q2 2024 | 386 | $5.4B | 45,619,783 | 24 | 134 | 104 | 0.0% |
| Q1 2024 | 382 | $5.9B | 49,321,866 | 40 | 123 | 102 | 0.1% |
| Q4 2023 | 370 | $5.1B | 46,185,923 | 41 | 110 | 117 | 0.1% |
| Q3 2023 | 330 | $4.2B | 41,757,107 | 29 | 112 | 88 | 0.0% |
| Q2 2023 | 331 | $4.3B | 41,868,784 | 23 | 108 | 100 | 0.1% |
| Q1 2023 | 336 | $4.2B | 41,540,588 | 20 | 116 | 106 | 0.1% |
| Q4 2022 | 339 | $4.3B | 41,821,927 | 41 | 113 | 92 | 0.3% |
| Q3 2022 | 300 | $40.9B | 455,252,636 | 24 | 101 | 82 | 0.0% |
| Q2 2022 | 301 | $46.9B | 487,339,788 | 36 | 101 | 86 | 0.0% |
| Q1 2022 | 296 | $46.5B | 433,474,064 | 43 | 110 | 57 | 0.0% |
| Q4 2021 | 272 | $27.5B | 257,507,206 | 30 | 96 | 63 | 0.0% |
| Q3 2021 | 233 | $21.5B | 220,107,901 | 24 | 80 | 54 | 0.0% |
| Q2 2021 | 229 | $20.1B | 201,471,395 | 23 | 84 | 64 | 0.0% |
| Q1 2021 | 225 | $18.1B | 189,797,740 | 29 | 72 | 58 | 0.0% |
| Q4 2020 | 208 | $11.0B | 126,404,239 | 31 | 59 | 49 | 0.1% |
| Q3 2020 | 176 | $4.2B | 54,942,283 | 17 | 64 | 41 | 0.0% |
| Q2 2020 | 174 | $3.9B | 53,070,534 | 28 | 59 | 51 | 0.0% |
| Q1 2020 | 167 | $3.3B | 50,105,596 | 20 | 54 | 55 | 0.0% |
| Q4 2019 | 178 | $7.4B | 85,217,189 | 19 | 60 | 33 | 0.0% |
| Q3 2019 | 147 | $17.6B | 163,145,286 | 13 | 46 | 41 | 0.0% |
| Q2 2019 | 143 | $16.9B | 158,688,361 | 17 | 52 | 30 | 0.0% |
| Q1 2019 | 137 | $15.9B | 153,573,568 | 12 | 56 | 31 | 0.0% |
| Q4 2018 | 140 | $13.0B | 141,734,581 | 2 | 4 | 4 | 0.0% |