13F Insight
DOSSIER · 13F Holders · Q4 2025ETF · Exchange Traded FundCyclicalNet sold
MGV

VANGUARD WORLD FD

590 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 921910840·Exchange Traded Fund·590 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 8.4%
vs prior quarter
13F value held
$5.7B
51.0% inst. owned
of float
Holders
590
+91 QoQ
filers reporting
Activity
+99 / −81
+823 added · −899 reduced
this quarter
Concentration
38.34%
ASSETMARK, INC #1
top holder share
AI Holders Summary · Q4 2025

590 institutions reported MGV in Q4 2025. ASSETMARK, INC leads at 38.3% of the visible book. +91 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ASSETMARK, INC
CIK 0001344551
$2.2B15.4M4.44%Q4 202502
BANK OF AMERICA CORP /DE/
CIK 0000070858
$672M4.6M0.05%Q1 202603
MORGAN STANLEY
CIK 0000895421
$445M3.1M0.03%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$330M2.3M0.08%Q1 202605
UBS Group AG
CIK 0001610520
$250M1.7M0.04%Q1 202606
Merit Financial Group, LLC
CIK 0001621225
$194M1.3M1.44%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$184M1.3M0.05%Q1 202608
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$173M1.2M0.10%Q4 202509
LPL Financial LLC
CIK 0001403438
$157M1.1M0.04%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$146M1.0M0.03%Q1 202611
HighTower Advisors, LLC
CIK 0001462245
$121M835K0.13%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$115M790K0.04%Q1 202613
Black Diamond Financial, LLC
CIK 0001759236
$107M737K11.66%Q1 202614
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$106M733K0.90%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$105M727K0.02%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$101M694K0.15%Q1 202617
JPMORGAN CHASE & CO
CIK 0000019617
$85M593K0.01%Q1 202618
Sequoia Financial Advisors, LLC
CIK 0001599900
$79M547K0.44%Q1 202619
Rockefeller Capital Management L.P.
CIK 0001739439
$70M484K0.12%Q1 202620
Strategic Investment Advisors / MI
CIK 0001760540
$63M434K4.35%Q1 2026
Page 1 of 30
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