MGV — Vanguard World Fd Institutional Holders · Q3 2026

Name: Who Owns MGV? 28 Institutions Hold $113M (Q3 2026)
Creator: ko.io

Who owns Vanguard World Fd (MGV)? 28 institutions reported holding $113.39M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Titleist Asset Management, LLC ($31.2M), Breakwater Capital Group ($26.5M), Crumly & Associates Inc. ($16.4M).

Rank	Institution	Value	Shares	Change
1	TITLEIST ASSET MANAGEMENT, LLC	$31.2M	193,876	Added
2	Breakwater Capital Group	$26.5M	164,589	Added
3	Crumly & Associates Inc.	$16.4M	101,549	Added
4	Capital Planning LLC	$11.2M	69,727	Trimmed
5	Gladwyn Financial Advisors, Inc.	$9.6M	59,508	Trimmed
6	Olistico Wealth, LLC	$3.8M	23,813	Added
7	Farther Finance Advisors, LLC	$2.2M	13,645	Added
8	CoreCap Advisors, LLC	$2.0M	12,538	Added
9	Freestate Advisors LLC	$1.7M	10,440	New
10	Harpswell Capital Advisors, LLC	$1.6M	9,881	Trimmed
11	Worth Asset Management, LLC	$1.5M	9,575	Trimmed
12	Venture Visionary Partners LLC	$843,092	5,233	Added
13	COLTON GROOME FINANCIAL ADVISORS, LLC	$804,967	4,997	Trimmed
14	Noble Wealth Management PBC	$633,406	3,932	Trimmed
15	OxenFree Capital LLC	$577,429	3,551	Trimmed
16	LWM ADVISORS INC	$534,657	3,319	Added
17	Balefire, LLC	$526,603	3,269	Trimmed
18	Apeiron RIA LLC	$403,002	2,498	Hold
19	Retireful, LLC	$347,149	2,155	Added
20	Stonebridge Financial Group, LLC	$324,596	2,015	Hold
21	RVW Wealth, LLC	$322,180	2,000	Hold
22	Lake Hills Wealth Management, LLC	$208,934	1,297	Hold
23	GoalVest Advisory LLC	$23,519	146	Hold
24	VALLEY WEALTH MANAGERS, INC.	$14,015	87	Hold
25	FIRST COMMUNITY TRUST NA	$12,887	80	Hold

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