VANGUARD WORLD FD (EDV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
189
Reporting holders
$1.1B
Reported value
4.7%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MIDLAND WEALTH ADVISORS, LLC | $105.7M | 1,624,765 | 4.97% | 6q | +12.6%+$11.8M |
| BANK OF AMERICA CORP /DE/ | $99.9M | 1,535,349 | 0.01% | 31q | -1.0%-$1.0M |
| MORGAN STANLEY | $57.6M | 884,309 | 0.00% | 35q | -15.3%-$10.4M |
| RWA WEALTH PARTNERS, LLC | $57.0M | 875,815 | 0.55% | 7q | HELD |
| LPL Financial LLC | $54.1M | 830,743 | 0.01% | 31q | -2.9%-$1.6M |
| Mirae Asset Global Investments Co., Ltd. | $51.4M | 789,777 | 0.08% | 10q | -62.6%-$86.0M |
| CAPITAL CITY TRUST CO/FL | $49.8M | 764,715 | 10.32% | 3q | +15.2%+$6.6M |
| CITADEL ADVISORS LLC | $37.7M | 433,355 | 0.00% | 24q | HELD |
| SBI Securities Co., Ltd. | $30.2M | 463,578 | 0.69% | 7q | -19.9%-$7.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $25.3M | 106,334 | 0.00% | 23q | +134.2%+$14.5M |
| EP Wealth Advisors, LLC | $24.1M | 369,723 | 0.09% | 2q | +1.3%+$309.1K |
| Valtinson Bruner Financial Planning LLC | $21.8M | 335,469 | 5.47% | 8q | +1.4%+$308.9K |
| Cadence Wealth Management LLC | $17.9M | 275,654 | 8.03% | 4q | -28.1%-$7.0M |
| ALLIANCEBERNSTEIN L.P. | $16.9M | 260,730 | 0.01% | 7q | +1.2%+$198.2K |
| Fluent Financial, LLC | $16.6M | 254,318 | 5.91% | 4q | -52.1%-$18.0M |
| Hamilton Capital Partners Inc. | $14.8M | 227,755 | 0.43% | 11q | +10.9%+$1.5M |
| Harvest Portfolios Group Inc. | $14.4M | 221,743 | 0.20% | 9q | -32.1%-$6.8M |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $14.4M | 220,523 | 3.53% | 4q | +224.6%+$9.9M |
| MML INVESTORS SERVICES, LLC | $14.3M | 219,406 | 0.03% | 31q | HELD |
| IMC-Chicago, LLC | $14.2M | options only | 0.00% | 10q | OPTIONS |
| Cetera Investment Advisers | $13.6M | 208,896 | 0.01% | 14q | -16.7%-$2.7M |
| One Wealth Map LLC | $13.3M | 221,145 | 6.05% | 11q | +21.7%+$2.4M |
| Tidal Investments LLC | $12.4M | 190,626 | 0.02% | 2q | +1.5%+$187.9K |
| WELLS FARGO & COMPANY/MN | $12.1M | 185,197 | 0.00% | 31q | -50.8%-$12.4M |
| Quadrature Capital Ltd | $11.6M | 177,530 | 0.10% | new | NEW |
| Jump Financial, LLC | $11.6M | 177,514 | 0.09% | 2q | +12.1%+$1.3M |
| AMERIPRISE FINANCIAL INC | $11.4M | 174,551 | 0.00% | 31q | -47.2%-$10.1M |
| Savant Capital, LLC | $10.9M | 167,592 | 0.03% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $10.7M | 164,104 | 0.01% | 18q | HELD |
| UBS Group AG | $10.4M | 160,476 | 0.00% | 31q | +85.3%+$4.8M |
| Sellwood Investment Partners LLC | $8.4M | 128,316 | 2.95% | 7q | +12.6%+$931.8K |
| NBT BANK, N.A. | $8.2M | 126,670 | 0.55% | 2q | -33.9%-$4.2M |
| Institute for Wealth Management, LLC. | $8.0M | 122,588 | 0.70% | 5q | +181.9%+$5.1M |
| Professional Financial Management, Inc. | $7.9M | 121,134 | 8.00% | 3q | +6.7%+$497.3K |
| ROYAL BANK OF CANADA | $7.1M | 109,672 | 0.00% | 31q | -18.8%-$1.7M |
| PNC Financial Services Group, Inc. | $7.1M | 108,677 | 0.00% | 24q | +15.2%+$933.3K |
| JANE STREET GROUP, LLC | $6.8M | options only | 0.00% | 8q | OPTIONS |
| Advisory Services Network, LLC | $6.2M | 95,810 | 0.07% | 16q | -0.5%-$31.8K |
| Causey Wealth LLC | $6.0M | 92,337 | 2.35% | 7q | -31.7%-$2.8M |
| Baird Financial Group, Inc. | $6.0M | 92,039 | 0.01% | 2q | -3.6%-$222.4K |
| RiverFront Investment Group, LLC | $6.0M | 91,887 | 0.08% | 13q | +63.6%+$2.3M |
| NORTHERN TRUST CORP | $5.6M | 86,178 | 0.00% | 15q | -6.6%-$395.0K |
| OSAIC HOLDINGS, INC. | $5.4M | 83,323 | 0.01% | 26q | -30.0%-$2.3M |
| Fermata Advisors, LLC | $5.3M | 81,037 | 1.07% | 18q | -15.1%-$937.2K |
| CLEAR INVESTMENT RESEARCH, LLC | $5.2M | 80,291 | 8.13% | 8q | HELD |
| Beverly Hills Private Wealth, LLC | $5.2M | 79,468 | 0.99% | 7q | +19.4%+$838.9K |
| TECTONIC ADVISORS LLC | $4.9M | 74,544 | 0.23% | 23q | +3.5%+$165.2K |
| &PARTNERS | $4.7M | 72,509 | 0.02% | 8q | +40.8%+$1.4M |
| GOLDMAN SACHS GROUP INC | $4.5M | 69,830 | 0.00% | 9q | +2.1%+$93.7K |
| CAPTRUST FINANCIAL ADVISORS | $4.3M | 65,553 | 0.01% | 24q | +274.6%+$3.1M |
| Sankala Group LLC | $4.0M | 67,078 | 2.64% | 3q | +19.9%+$657.4K |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 60,230 | 0.00% | 7q | -72.8%-$10.5M |
| First Commonwealth Financial Corp /PA/ | $3.7M | 56,444 | 0.51% | 4q | HELD |
| Cassaday & Co Wealth Management LLC | $3.4M | 52,741 | 0.06% | 15q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $3.4M | 52,154 | 0.00% | 31q | -70.3%-$8.1M |
| Tower Research Capital LLC (TRC) | $3.1M | 47,211 | 0.08% | 2q | +590037.5%+$3.1M |
| NOTTINGHAM ADVISORS, INC. | $3.0M | 48,465 | 0.36% | 7q | +59.1%+$1.1M |
| Meridian Wealth Management, LLC | $2.8M | 43,247 | 0.09% | 7q | +0.7%+$19.5K |
| JONES FINANCIAL COMPANIES LLLP | $2.5M | 38,582 | 0.00% | 10q | +34.3%+$651.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.5M | 38,089 | 0.05% | new | NEW |
| Sigma Planning Corp | $2.3M | 35,302 | 0.06% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.3M | 35,119 | 0.28% | new | FIRST |
| SIMPLEX TRADING, LLC | $2.2M | 8,120 | 0.00% | 26q | HELD |
| GTS SECURITIES LLC | $2.0M | 31,299 | 0.04% | new | NEW |
| Decker Retirement Planning Inc. | $1.9M | 28,575 | 0.63% | 7q | +23.3%+$351.5K |
| FIDUCIARY FINANCIAL ADVISORS | $1.8M | 27,219 | 0.18% | new | NEW |
| CITIGROUP INC | $1.6M | 24,564 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $1.6M | 24,288 | 0.00% | 21q | +489.2%+$1.3M |
| Lifetime Wealth Management P.C. | $1.5M | 23,637 | 0.90% | 3q | +3.3%+$48.6K |
| Englebert Financial Advisers, LLC | $1.5M | 23,579 | 1.51% | 3q | -12.6%-$221.4K |
| NewEdge Wealth, LLC | $1.5M | 22,686 | 0.01% | 3q | +13.0%+$169.9K |
| Mariner, LLC | $1.5M | 22,561 | 0.00% | 13q | -36.3%-$836.3K |
| SCOTIA CAPITAL INC. | $1.4M | 21,976 | 0.01% | new | NEW |
| STIFEL FINANCIAL CORP | $1.4M | 21,026 | 0.00% | 19q | -4.9%-$70.1K |
| Conrad Siegel Investment Advisors, Inc. | $1.4M | 21,004 | 0.22% | 10q | -80.7%-$5.7M |
| Rareview Capital LLC | $1.3M | 18,894 | 0.71% | 4q | -37.8%-$771.3K |
| Trivium Point Advisory, LLC | $1.2M | 19,109 | 0.11% | new | NEW |
| Gladstone Institutional Advisory LLC | $1.1M | 16,765 | 0.03% | 16q | -23.9%-$343.0K |
| Argentarii, LLC | $1.1M | 17,624 | 0.32% | 3q | +3.7%+$37.2K |
| Richmond Brothers, Inc. | $1.0M | 15,897 | 0.54% | 3q | -46.7%-$906.7K |
| Farther Finance Advisors, LLC | $980.1K | 15,053 | 0.01% | 7q | -2.9%-$28.9K |
| MAI Capital Management | $963.8K | 14,809 | 0.00% | 7q | +1556.5%+$905.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $952.1K | 14,629 | 0.00% | 31q | -47.7%-$867.9K |
| AE Wealth Management LLC | $934.3K | 14,356 | 0.00% | 24q | +2.7%+$24.4K |
| Steward Partners Investment Advisory, LLC | $900.0K | 13,829 | 0.00% | 16q | +737.1%+$792.5K |
| JPMORGAN CHASE & CO | $900.0K | 13,588 | 0.00% | 17q | -99.7%-$271.0M |
| GUIDANCE CAPITAL, INC | $885.0K | 14,322 | 0.19% | 2q | +11.5%+$91.0K |
| Stokes Family Office, LLC | $832.5K | 12,792 | 0.10% | 5q | -74.5%-$2.4M |
| Kovack Advisors, Inc. | $790.5K | 12,172 | 0.04% | 3q | +9.0%+$64.9K |
| Corient Private Wealth LP | $769.6K | 11,826 | 0.00% | 2q | +151.9%+$464.1K |
| Johnson & White Wealth Management, LLC | $742.7K | 11,413 | 0.28% | 7q | -20.6%-$193.2K |
| NewEdge Advisors, LLC | $729.0K | 11,202 | 0.00% | new | NEW |
| Legacy Private Trust Co. | $725.4K | 11,147 | 0.04% | 15q | -65.7%-$1.4M |
| Harpswell Capital Advisors, LLC | $704.5K | 10,825 | 0.45% | 4q | -59.4%-$1.0M |
| Creative Planning | $703.8K | 10,814 | 0.00% | 2q | -35.0%-$378.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $695.7K | 11,175 | 0.00% | new | NEW |
| SageView Advisory Group, LLC | $685.7K | 10,536 | 0.02% | 9q | +1.2%+$8.1K |
| Leading Edge Financial Planning LLC | $618.8K | 9,509 | 0.11% | 14q | +16.1%+$85.8K |
| World Investment Advisors | $580.5K | 8,923 | 0.01% | 3q | -15.5%-$106.6K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $579.9K | 8,910 | 0.04% | new | NEW |
Showing the largest 100 of 195 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 189 | $1.1B | 15,755,082 | 34 | 55 | 64 | 4.7% |
| Q1 2026 | 182 | $1.5B | 22,346,577 | 24 | 54 | 68 | 3.4% |
| Q4 2025 | 197 | $1.2B | 17,574,311 | 40 | 59 | 55 | 5.8% |
| Q3 2025 | 169 | $1.1B | 15,264,718 | 21 | 60 | 46 | 5.4% |
| Q2 2025 | 171 | $1.0B | 13,976,401 | 28 | 50 | 57 | 6.5% |
| Q1 2025 | 187 | $1.3B | 17,495,912 | 45 | 49 | 61 | 4.8% |
| Q4 2024 | 173 | $1.3B | 17,825,980 | 27 | 51 | 55 | 3.6% |
| Q3 2024 | 172 | $1.2B | 14,495,035 | 34 | 71 | 40 | 5.8% |
| Q2 2024 | 161 | $913.0M | 11,884,879 | 30 | 62 | 44 | 4.3% |
| Q1 2024 | 159 | $1.2B | 13,366,882 | 26 | 55 | 53 | 12.0% |
| Q4 2023 | 172 | $1.2B | 13,739,750 | 52 | 54 | 46 | 9.9% |
| Q3 2023 | 134 | $665.8M | 9,166,884 | 22 | 46 | 46 | 3.1% |
| Q2 2023 | 139 | $678.3M | 7,514,430 | 45 | 46 | 31 | 3.3% |
| Q1 2023 | 112 | $556.0M | 5,887,468 | 29 | 43 | 21 | 4.0% |
| Q4 2022 | 94 | $380.5M | 4,477,212 | 25 | 29 | 25 | 2.6% |
| Q3 2022 | 105 | $484.8M | 5,290,329 | 24 | 41 | 16 | 3.9% |
| Q2 2022 | 107 | $352.4M | 3,288,075 | 18 | 34 | 35 | 5.4% |
| Q1 2022 | 124 | $488.1M | 3,963,925 | 34 | 37 | 26 | 2.3% |
| Q4 2021 | 112 | $510.6M | 3,039,973 | 19 | 33 | 26 | 16.6% |
| Q3 2021 | 100 | $429.4M | 2,886,824 | 22 | 36 | 20 | 8.9% |
| Q2 2021 | 93 | $295.8M | 1,992,552 | 9 | 34 | 29 | 8.8% |
| Q1 2021 | 107 | $313.9M | 2,435,196 | 21 | 27 | 42 | 4.4% |
| Q4 2020 | 119 | $415.5M | 2,719,433 | 17 | 35 | 43 | 0.4% |
| Q3 2020 | 125 | $950.3M | 5,738,350 | 34 | 41 | 29 | 0.1% |
| Q2 2020 | 106 | $576.5M | 3,469,642 | 24 | 32 | 33 | 0.0% |
| Q1 2020 | 109 | $647.5M | 3,859,972 | 35 | 34 | 31 | 0.0% |
| Q4 2019 | 94 | $394.1M | 3,030,013 | 14 | 33 | 28 | 0.0% |
| Q3 2019 | 95 | $570.2M | 4,035,089 | 23 | 34 | 26 | 0.0% |
| Q2 2019 | 75 | $448.5M | 3,535,928 | 20 | 19 | 27 | 0.0% |
| Q1 2019 | 65 | $489.3M | 4,105,890 | 23 | 20 | 14 | 0.0% |
| Q4 2018 | 49 | $297.3M | 2,559,922 | 2 | 3 | 2 | 0.0% |