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

590 institutions reported holding $7.63B of VANGUARD WORLD FD (MGK) in SEC 13F filings for 2026-06-30. Largest institutional holders: ASSETMARK, INC ($3.73B), Merit Financial Group, LLC ($320.2M), ENVESTNET ASSET MANAGEMENT INC ($312.4M), ANGELES WEALTH MANAGEMENT, LLC ($252.3M), Howard Capital Management Inc. ($199.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ASSETMARK, INC$3.73B42.4MAdded
2Merit Financial Group, LLC$320.2M3.6MAdded
3ENVESTNET ASSET MANAGEMENT INC$312.4M3.6MAdded
4ANGELES WEALTH MANAGEMENT, LLC$252.3M2.9MAdded
5Howard Capital Management Inc.$199.9M2.3MAdded
6Facet Wealth, Inc.$162.2M1.8MAdded
7PETREDIS INVESTMENT ADVISORS LLC$120.6M1.4MAdded
8Falcon Wealth Planning$105.4M1.2MAdded
9Cambridge Investment Research Advisors, Inc.$98.1M1.1MAdded
10Black Diamond Financial, LLC$96.4M1.1MAdded
11COMMONWEALTH EQUITY SERVICES, LLC$81.1M922,894Added
12Praetorian Wealth Management, Inc.$75.2M855,232Added
13Gratus Wealth Advisors, LLC$71.9M817,879Added
14Leelyn Smith, LLC$69.8M793,605Added
15LEAVELL INVESTMENT MANAGEMENT, INC.$54.7M621,914Added
16HENGEHOLD CAPITAL MANAGEMENT LLC$53.0M602,809Added
17Beacon Capital Management, LLC$46.7M530,802Added
18Bernardo Wealth Planning LLC$43.1M490,460Added
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$42.5M484,483Added
20FC Advisory LLC$40.4M459,040Added
21ETF Portfolio Partners, Inc.$38.7M440,043Added
22BHK Investment Advisors, LLC$34.4M391,052Added
23ALPS ADVISORS INC$33.5M381,300Added
24HB Wealth Management, LLC$33.3M379,143Added
25Angeles Investment Advisors, LLC$32.6M371,190Added

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