MGC — Vanguard World Fd Institutional Holders · Q3 2026

Name: Who Owns MGC? 27 Institutions Hold $88.1M (Q3 2026)
Creator: ko.io

Who owns Vanguard World Fd (MGC)? 27 institutions reported holding $88.12M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($58.9M), Steph & Co ($12.5M), HF Advisory Group, LLC ($3.9M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$58.9M	204,539	Trimmed
2	STEPH & CO	$12.5M	44,107	Trimmed
3	HF Advisory Group, LLC	$3.9M	13,934	Added
4	Heartwood Wealth Advisors LLC	$2.8M	10,088	Hold
5	CoreCap Advisors, LLC	$2.4M	8,424	Trimmed
6	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$1.8M	6,475	Added
7	TrueWealth Advisors, LLC	$964,800	3,418	Trimmed
8	Capital Planning LLC	$707,469	2,506	Hold
9	Adelphi Trust Co	$564,620	2,000	Hold
10	Farther Finance Advisors, LLC	$529,618	1,876	Added
11	Box Hill Private Wealth LLC	$426,574	1,511	Added
12	CLUNE & ASSOCIATES, LTD.	$367,969	1,303	Hold
13	DAVIDSON TRUST CO	$339,901	1,204	Hold
14	Marquette Asset Management, LLC	$314,212	1,113	Hold
15	Venture Visionary Partners LLC	$307,718	1,090	Added
16	Pathway Financial Advisors LLC	$297,837	1,055	Trimmed
17	Retireful, LLC	$252,667	895	New
18	Balefire, LLC	$228,104	808	Trimmed
19	Legacy Private Trust Co.	$206,086	730	New
20	ARMSTRONG ADVISORY GROUP, INC	$166,563	590	Trimmed
21	ACIMA PRIVATE WEALTH, LLC	$59,285	210	Hold
22	CX Institutional	$44,000	155	Trimmed
23	Central Pacific Bank - Trust Division	$21,173	75	Hold
24	Sarver Vrooman Wealth Advisors	$6,211	22	Hold
25	GAMMA Investing LLC	$5,646	20	Hold

Source: SEC Form 13F filings · as of 2026-09-30