VANGUARD WORLD FD (VAW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
410
Reporting holders
$1.3B
Reported value
0.4%
Held as options
+20
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $98.3M | 429,714 | 0.01% | 31q | +2.8%+$2.7M |
| Beacon Capital Management, Inc. | $90.3M | 394,693 | 5.46% | 31q | -13.1%-$13.6M |
| Empower Advisory Group, LLC | $83.2M | 363,505 | 0.20% | 14q | +5.7%+$4.5M |
| LPL Financial LLC | $75.8M | 331,445 | 0.02% | 31q | +7.4%+$5.2M |
| MORGAN STANLEY | $59.7M | 260,782 | 0.00% | 35q | +0.6%+$343.0K |
| WELLS FARGO & COMPANY/MN | $56.1M | 245,095 | 0.01% | 31q | -45.9%-$47.7M |
| ENVESTNET ASSET MANAGEMENT INC | $51.7M | 226,853 | 0.01% | 31q | -3.4%-$1.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $48.0M | 209,609 | 0.04% | 31q | -6.9%-$3.5M |
| PGIM Custom Harvest LLC | $41.7M | 182,352 | 0.52% | 19q | +7.1%+$2.8M |
| RAYMOND JAMES FINANCIAL INC | $38.5M | 168,428 | 0.01% | 7q | -2.2%-$877.9K |
| Ameritas Advisory Services, LLC | $32.5M | 141,961 | 0.66% | 12q | +42.0%+$9.6M |
| Corient Private Wealth LP | $30.0M | 131,304 | 0.02% | 15q | +92.7%+$14.5M |
| UBS Group AG | $29.8M | 130,268 | 0.00% | 31q | +5.5%+$1.5M |
| AMERIPRISE FINANCIAL INC | $22.3M | 97,476 | 0.00% | 31q | -46.1%-$19.1M |
| Cetera Investment Advisers | $19.1M | 83,508 | 0.02% | 23q | -6.4%-$1.3M |
| STIFEL FINANCIAL CORP | $17.4M | 76,064 | 0.01% | 31q | +5.6%+$919.4K |
| Lido Advisors, LLC | $16.6M | 72,611 | 0.05% | 16q | HELD |
| Clear Creek Financial Management, LLC | $14.6M | 63,992 | 0.94% | 5q | +71.0%+$6.1M |
| GW HENSSLER & ASSOCIATES LTD | $14.4M | 62,784 | 0.64% | 5q | HELD |
| JPMORGAN CHASE & CO | $12.8M | 56,272 | 0.00% | 31q | -1.8%-$228.7K |
| Banco Santander, S.A. | $12.4M | 53,997 | 0.08% | 5q | HELD |
| PNC Financial Services Group, Inc. | $10.0M | 43,538 | 0.00% | 31q | -3.3%-$343.0K |
| Strengthening Families & Communities, LLC | $9.7M | 42,550 | 2.17% | 19q | +2.2%+$213.2K |
| Berkeley Capital Partners, LLC | $9.3M | 40,463 | 1.91% | new | NEW |
| Rockefeller Capital Management L.P. | $9.2M | 40,259 | 0.01% | 30q | -0.9%-$82.8K |
| KCM INVESTMENT ADVISORS LLC | $8.9M | 38,862 | 0.26% | 31q | -8.5%-$830.5K |
| OSAIC HOLDINGS, INC. | $8.6M | 37,372 | 0.01% | 26q | +12.5%+$951.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $8.4M | 36,632 | 0.01% | 7q | +91.4%+$4.0M |
| ASSETMARK, INC | $7.9M | 34,683 | 0.01% | 11q | +74.0%+$3.4M |
| EXCHANGE TRADED CONCEPTS, LLC | $7.6M | 33,072 | 0.02% | 13q | +9.0%+$625.1K |
| PARK NATIONAL CORP /OH/ | $6.6M | 28,803 | 0.18% | 15q | +1.4%+$91.5K |
| ROYAL BANK OF CANADA | $6.6M | 28,799 | 0.00% | 31q | +44.7%+$2.0M |
| LRI Investments, LLC | $6.5M | 28,355 | 0.52% | 8q | HELD |
| TWO SIGMA INVESTMENTS, LP | $6.4M | 27,900 | 0.00% | new | NEW |
| KINGSWOOD WEALTH ADVISORS, LLC | $6.3M | 27,696 | 0.26% | 2q | +62.4%+$2.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.2M | 27,190 | 0.00% | 31q | -32.3%-$3.0M |
| Wealthcare Advisory Partners LLC | $5.8M | 25,443 | 0.11% | 17q | +6.8%+$372.2K |
| Creative Planning | $5.6M | 24,504 | 0.00% | 31q | -1.7%-$96.1K |
| GOLDMAN SACHS GROUP INC | $5.6M | 24,263 | 0.00% | 23q | +48.0%+$1.8M |
| J.W. COLE ADVISORS, INC. | $5.5M | 24,064 | 0.09% | 19q | +1.4%+$75.3K |
| Guardian Wealth Management, LLC | $5.5M | 24,058 | 1.54% | 3q | HELD |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $5.4M | 23,442 | 1.13% | 3q | HELD |
| J. M. Brown & Associates Inc. | $5.3M | 23,253 | 3.04% | new | FIRST |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | $5.1M | 22,313 | 0.64% | 29q | -1.0%-$52.6K |
| HighTower Advisors, LLC | $5.0M | 22,067 | 0.00% | 22q | +9.9%+$454.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 21,765 | 0.01% | 31q | -2.4%-$119.9K |
| Sigma Planning Corp | $4.9M | 21,440 | 0.12% | 31q | HELD |
| Foundations Investment Advisors, LLC | $4.9M | 21,319 | 0.05% | 14q | +5.1%+$236.8K |
| Vickerman Investment Advisors, Inc. | $4.8M | 20,839 | 0.93% | 20q | -2.8%-$137.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.5M | 13,512 | 0.00% | 31q | +25.7%+$913.5K |
| Merit Financial Group, LLC | $4.4M | 19,161 | 0.01% | 17q | +99.9%+$2.2M |
| Retirement Planning Group, LLC | $4.3M | 18,633 | 0.11% | 11q | +480.8%+$3.5M |
| Certified Advisory Corp | $4.2M | 18,274 | 0.34% | 29q | -4.8%-$212.3K |
| Silver Coast Investments LLC | $3.8M | 16,788 | 1.14% | 11q | HELD |
| Tranquilli Financial Advisor LLC | $3.6M | 15,935 | 1.96% | 15q | -3.4%-$129.0K |
| Quantinno Capital Management LP | $3.6M | 15,553 | 0.00% | 10q | +14.8%+$458.0K |
| Gibraltar Capital Management, Inc. | $3.6M | 15,517 | 0.55% | 6q | -4.3%-$160.2K |
| Aprio Wealth Management, LLC | $3.5M | 15,297 | 0.17% | new | NEW |
| CITADEL ADVISORS LLC | $3.5M | options only | 0.00% | 6q | OPTIONS |
| Praetorian Wealth Management, Inc. | $3.4M | 14,980 | 0.59% | 4q | +541.8%+$2.9M |
| CAPTRUST FINANCIAL ADVISORS | $3.4M | 14,803 | 0.01% | 31q | +15.4%+$452.6K |
| Mariner, LLC | $3.3M | 14,502 | 0.00% | 16q | +8.5%+$259.2K |
| Steward Partners Investment Advisory, LLC | $3.3M | 14,378 | 0.02% | 29q | -0.9%-$29.7K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $3.2M | 14,177 | 0.15% | 31q | +1.0%+$30.7K |
| Atria Investments, Inc | $3.2M | 13,874 | 0.03% | 15q | -8.1%-$280.0K |
| Richmond Brothers, Inc. | $3.1M | 13,624 | 1.62% | 8q | -56.1%-$4.0M |
| MML INVESTORS SERVICES, LLC | $3.0M | 13,159 | 0.01% | 31q | +15.2%+$397.2K |
| M&T Bank Corp | $2.8M | 12,151 | 0.01% | 26q | -4.5%-$130.2K |
| TrueWealth Financial Partners | $2.6M | 11,550 | 1.09% | 2q | HELD |
| FELL CAPITAL MANAGEMENT /ADV | $2.6M | 11,495 | 2.22% | 3q | HELD |
| ATLAS CAPITAL ADVISORS INC. | $2.6M | 11,393 | 0.14% | 30q | +101.1%+$1.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 13,784 | 0.00% | 12q | +5.3%+$123.7K |
| SIMON QUICK ADVISORS, LLC | $2.4M | 10,400 | 0.10% | 5q | -0.6%-$13.3K |
| Sierra Capital LLC | $2.4M | 10,398 | 0.23% | 22q | HELD |
| Sagace Wealth Management LLC | $2.4M | 10,324 | 1.48% | 9q | +2.8%+$64.3K |
| Sharper & Granite LLC | $2.4M | 10,317 | 0.73% | 15q | +2.3%+$52.6K |
| TRUIST FINANCIAL CORP | $2.3M | 10,223 | 0.00% | 27q | -25.5%-$799.0K |
| MassMutual Private Wealth & Trust, FSB | $2.2M | 9,699 | 0.06% | 31q | HELD |
| Equity Wealth Partners, LLC | $2.2M | 9,676 | 0.80% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $2.2M | 9,491 | 0.00% | 11q | +13.5%+$262.0K |
| Prairiewood Capital, LLC | $2.1M | 9,389 | 0.56% | 23q | HELD |
| SAGE RHINO CAPITAL LLC | $2.1M | 9,217 | 0.34% | 30q | -6.8%-$153.7K |
| Markowski Investments | $2.1M | 8,961 | 0.45% | new | FIRST |
| FIFTH THIRD BANCORP | $2.0M | 8,844 | 0.00% | 31q | HELD |
| Private Advisor Group, LLC | $2.0M | 8,830 | 0.01% | 31q | -42.6%-$1.5M |
| Global Strategic Investment Solutions, LLC | $2.0M | 8,669 | 0.18% | 31q | HELD |
| Prospera Financial Services Inc | $2.0M | 8,572 | 0.03% | 27q | -37.4%-$1.2M |
| Main Street Financial Solutions, LLC | $1.9M | 8,493 | 0.12% | 23q | -1.4%-$27.7K |
| BlackRock, Inc. | $1.9M | 8,440 | 0.00% | 8q | +2.7%+$50.6K |
| Essex Financial Services, Inc. | $1.8M | 7,766 | 0.09% | 9q | HELD |
| FMR LLC | $1.8M | 7,666 | 0.00% | 31q | +12.7%+$197.4K |
| Farrell Financial LLC | $1.7M | 7,483 | 0.93% | 11q | +1.8%+$29.5K |
| Strategic Wealth Investment Group, LLC | $1.7M | 7,410 | 0.21% | 5q | -1.2%-$20.4K |
| Pathway Financial Advisors LLC | $1.7M | 7,240 | 0.20% | 30q | HELD |
| Kestra Advisory Services, LLC | $1.7M | 7,345 | 0.01% | 24q | +3.8%+$61.8K |
| CIBC WORLD MARKET INC. | $1.6M | 7,111 | 0.00% | 22q | -0.7%-$11.7K |
| Private Wealth Advisors, LLC | $1.6M | 6,984 | 0.41% | 31q | -4.4%-$73.9K |
| Hershey Financial Advisers, LLC | $1.6M | 6,865 | 1.13% | 7q | -8.9%-$153.8K |
| VISTA INVESTMENT MANAGEMENT | $1.5M | 6,742 | 0.46% | 31q | -1.0%-$15.3K |
| Buska Wealth Management, LLC | $1.5M | 6,736 | 0.56% | 10q | -26.1%-$545.0K |
Showing the largest 100 of 428 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 | 410 | $1.3B | 5,675,574 | 41 | 102 | 109 | 0.4% |
| Q1 2026 | 390 | $1.3B | 5,646,531 | 39 | 97 | 117 | 0.1% |
| Q4 2025 | 386 | $1.3B | 6,383,265 | 41 | 101 | 104 | 0.1% |
| Q3 2025 | 355 | $1.3B | 6,233,963 | 36 | 94 | 106 | 0.1% |
| Q2 2025 | 344 | $1.2B | 5,991,628 | 34 | 79 | 122 | 0.0% |
| Q1 2025 | 355 | $1.0B | 5,540,543 | 33 | 85 | 116 | 0.1% |
| Q4 2024 | 357 | $1.2B | 6,177,155 | 22 | 101 | 109 | 0.1% |
| Q3 2024 | 349 | $1.4B | 6,525,795 | 40 | 76 | 112 | 0.1% |
| Q2 2024 | 328 | $1.3B | 6,801,009 | 27 | 71 | 111 | 0.1% |
| Q1 2024 | 323 | $1.4B | 7,083,388 | 29 | 81 | 104 | 0.1% |
| Q4 2023 | 325 | $1.2B | 6,181,829 | 29 | 72 | 121 | 0.2% |
| Q3 2023 | 305 | $1.3B | 7,679,361 | 28 | 75 | 98 | 0.2% |
| Q2 2023 | 304 | $1.1B | 6,257,132 | 20 | 72 | 116 | 0.2% |
| Q1 2023 | 297 | $1.3B | 6,994,999 | 23 | 84 | 90 | 0.2% |
| Q4 2022 | 290 | $1.1B | 6,582,706 | 39 | 84 | 86 | 0.2% |
| Q3 2022 | 325 | $1.0B | 7,003,936 | 22 | 84 | 111 | 0.2% |
| Q2 2022 | 342 | $1.4B | 8,607,788 | 30 | 111 | 101 | 0.2% |
| Q1 2022 | 363 | $2.2B | 11,243,726 | 37 | 124 | 91 | 0.2% |
| Q4 2021 | 359 | $2.2B | 11,317,156 | 47 | 123 | 70 | 0.2% |
| Q3 2021 | 304 | $2.0B | 11,212,141 | 27 | 102 | 81 | 0.2% |
| Q2 2021 | 314 | $1.6B | 9,236,219 | 56 | 115 | 57 | 0.4% |
| Q1 2021 | 286 | $1.5B | 8,867,924 | 45 | 109 | 60 | 0.2% |
| Q4 2020 | 254 | $1.2B | 7,410,094 | 36 | 74 | 67 | 0.1% |
| Q3 2020 | 218 | $835.7M | 6,197,657 | 29 | 58 | 74 | 0.2% |
| Q2 2020 | 207 | $949.7M | 7,849,628 | 29 | 47 | 84 | 0.1% |
| Q1 2020 | 207 | $649.0M | 6,706,997 | 27 | 52 | 89 | 0.5% |
| Q4 2019 | 239 | $1.0B | 7,589,831 | 23 | 70 | 71 | 0.1% |
| Q3 2019 | 213 | $955.0M | 7,554,100 | 16 | 58 | 67 | 0.0% |
| Q2 2019 | 214 | $1.0B | 7,979,440 | 27 | 61 | 66 | 0.1% |
| Q1 2019 | 206 | $1.1B | 8,868,010 | 27 | 50 | 72 | 0.1% |
| Q4 2018 | 200 | $1.1B | 9,912,351 | 3 | 1 | 7 | 0.0% |