13F Insight
DOSSIER · 13F Holders · Q4 2025ETF · Exchange Traded FundHigh-convictionMulti-bagger
MGK

VANGUARD WORLD FD

1,006 institutions still hold VANGUARD WORLD FD as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921910816·Exchange Traded Fund·1,006 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 5.8%
vs prior quarter
13F value held
$10.4B
72.0% inst. owned
of float
Holders
1,006
-62 QoQ
filers reporting
Activity
+31 / −8
+820 added · −792 reduced
this quarter
Concentration
34.05%
ASSETMARK, INC #1
top holder share
AI Holders Summary · Q4 2025

1,006 institutions reported MGK in Q4 2025. ASSETMARK, INC leads at 34.0% of the visible book. -62 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ASSETMARK, INC
CIK 0001344551
$3.5B8.6M7.23%Q4 202502
Cassaday & Co Wealth Management LLC
CIK 0001963612
$1.4B3.7M29.11%Q1 202603
MORGAN STANLEY
CIK 0000895421
$937M2.5M0.06%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$747M2.0M0.05%Q1 202605
LPL Financial LLC
CIK 0001403438
$424M1.2M0.11%Q1 202606
UBS Group AG
CIK 0001610520
$383M1.0M0.06%Q1 202607
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$319M869K0.56%Q1 202608
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$316M859K2.67%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$293M797K0.07%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$275M749K0.05%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$261M711K0.07%Q1 202612
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$214M518K0.13%Q4 202513
ANGELES WEALTH MANAGEMENT, LLC
CIK 0001929170
$210M571K11.42%Q1 202614
Cerity Partners LLC
CIK 0001566475
$201M541K0.28%Q1 202615
Merit Financial Group, LLC
CIK 0001621225
$199M542K1.48%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$171M466K0.03%Q1 202617
Howard Capital Management Inc.
CIK 0001733173
$167M455K2.73%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$159M434K0.05%Q1 202619
Facet Wealth, Inc.
CIK 0001748271
$120M327K2.08%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$105M286K0.15%Q1 2026
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