Who Owns VANGUARD WORLD FD (MGK)? -- Institutional Holders (2026-06-30)

Name: VANGUARD WORLD FD (MGK) Institutional Holders (2026-06-30)
Creator: ko.io

1,061 institutions reported holding $17.62B of VANGUARD WORLD FD (MGK) in SEC 13F filings for 2026-06-30. Largest institutional holders: ASSETMARK, INC ($3.73B), Cassaday & Co Wealth Management LLC ($1.66B), MORGAN STANLEY ($1.16B), BANK OF AMERICA CORP /DE/ ($883.6M), LPL Financial LLC ($512.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ASSETMARK, INC	$3.73B	42.4M	Added
2	Cassaday & Co Wealth Management LLC	$1.66B	18.8M	Added
3	MORGAN STANLEY	$1.16B	13.2M	Added
4	BANK OF AMERICA CORP /DE/	$883.6M	10.1M	Added
5	LPL Financial LLC	$512.8M	5.8M	Added
6	UBS Group AG	$454.6M	5.2M	Added
7	VANTAGEPOINT INVESTMENT ADVISERS LLC	$377.6M	4.3M	Added
8	CAPTRUST FINANCIAL ADVISORS	$369.0M	4.2M	Added
9	AMERIPRISE FINANCIAL INC	$341.6M	3.9M	Added
10	Merit Financial Group, LLC	$320.2M	3.6M	Added
11	ENVESTNET ASSET MANAGEMENT INC	$312.4M	3.6M	Added
12	WELLS FARGO & COMPANY/MN	$287.5M	3.3M	Added
13	Cerity Partners LLC	$262.4M	3.0M	Added
14	ANGELES WEALTH MANAGEMENT, LLC	$252.3M	2.9M	Added
15	PNC Financial Services Group, Inc.	$228.6M	2.6M	Added
16	Howard Capital Management Inc.	$199.9M	2.3M	Added
17	Royal Bank of Canada	$195.3M	2.2M	Added
18	RAYMOND JAMES FINANCIAL INC	$187.0M	2.1M	Added
19	Facet Wealth, Inc.	$162.2M	1.8M	Added
20	OSAIC HOLDINGS, INC.	$129.8M	1.5M	Added
21	PETREDIS INVESTMENT ADVISORS LLC	$120.6M	1.4M	Added
22	Rockefeller Capital Management L.P.	$107.4M	1.2M	Added
23	Falcon Wealth Planning	$105.4M	1.2M	Added
24	Strategic Investment Advisors / MI	$104.9M	1.2M	Added
25	Portfolio Strategies, Inc.	$103.4M	1.2M	Added

Source: SEC Form 13F filings · as of 2026-06-30