VANGUARD WORLD FD (VCEB)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
137
Reporting holders
$611.9M
Reported value
0.0%
Held as options
+11
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 |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | $141.3M | 2,251,429 | 0.48% | 2q | +12.2%+$15.4M |
| BANK OF AMERICA CORP /DE/ | $117.6M | 1,874,016 | 0.01% | 22q | +1.2%+$1.3M |
| Varma Mutual Pension Insurance Co | $69.0M | 1,100,000 | 0.37% | 7q | -50.0%-$69.0M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $33.4M | 531,946 | 0.21% | 11q | +2.4%+$777.2K |
| TRUIST FINANCIAL CORP | $18.7M | 298,630 | 0.02% | 15q | +2.9%+$531.1K |
| ENVESTNET ASSET MANAGEMENT INC | $17.3M | 275,889 | 0.00% | 15q | +3.5%+$592.1K |
| Creative Planning | $11.3M | 180,048 | 0.01% | 2q | +1.6%+$174.7K |
| DeDora Capital, Inc. | $11.2M | 178,573 | 2.44% | 14q | +0.7%+$82.4K |
| SageView Advisory Group, LLC | $11.1M | 177,552 | 0.37% | 11q | +1.2%+$130.7K |
| Mariner, LLC | $11.0M | 175,088 | 0.01% | 16q | +15.8%+$1.5M |
| JANE STREET GROUP, LLC | $10.6M | 168,806 | 0.00% | 2q | +544.7%+$9.0M |
| Modera Wealth Management, LLC | $9.8M | 156,747 | 0.10% | 15q | +1.3%+$123.2K |
| North Berkeley Wealth Management, LLC | $9.0M | 143,033 | 3.63% | 2q | +79.4%+$4.0M |
| Human Investing LLC | $8.2M | 130,772 | 0.56% | 23q | +103.5%+$4.2M |
| NewEdge Advisors, LLC | $8.2M | 130,338 | 0.02% | 15q | -5.7%-$497.1K |
| IMA Advisory Services, Inc. | $7.3M | 115,678 | 0.45% | 4q | -22.7%-$2.1M |
| JPMORGAN CHASE & CO | $7.0M | 111,000 | 0.00% | 12q | +707.0%+$6.1M |
| Cerity Partners LLC | $6.6M | 104,857 | 0.01% | 9q | +8.5%+$516.1K |
| Wealthfront Advisers LLC | $6.1M | 97,864 | 0.01% | 7q | -52.6%-$6.8M |
| LPL Financial LLC | $5.9M | 93,489 | 0.00% | 21q | HELD |
| Francis Financial, Inc. | $5.6M | 88,722 | 0.91% | 4q | +25.5%+$1.1M |
| UBS Group AG | $4.9M | 78,830 | 0.00% | 20q | +10.7%+$476.4K |
| ST GERMAIN D J CO INC | $4.6M | 72,976 | 0.16% | 14q | +5.9%+$255.0K |
| CITADEL ADVISORS LLC | $4.5M | 72,427 | 0.00% | 2q | +132.0%+$2.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 67,973 | 0.00% | new | NEW |
| Pearl Planning LLC | $3.5M | 55,415 | 1.60% | 3q | +33.5%+$873.1K |
| RAFFA WEALTH MANAGEMENT, LLC | $3.1M | 48,855 | 0.39% | 8q | +1.1%+$33.0K |
| MATHER GROUP, LLC. | $2.7M | 42,742 | 0.02% | 5q | +4.8%+$123.0K |
| Klaas Financial Asset Advisors, LLC | $2.5M | 39,091 | 0.31% | 2q | HELD |
| Stewardship Advisors, LLC | $2.3M | 36,893 | 0.48% | 9q | +21.8%+$414.4K |
| Team Hewins, LLC | $2.3M | 36,850 | 0.63% | 11q | -0.9%-$20.5K |
| WELLS FARGO & COMPANY/MN | $1.9M | 29,608 | 0.00% | 20q | -49.9%-$1.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $1.7M | 26,460 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $1.6M | 26,197 | 0.02% | 10q | +6.3%+$97.4K |
| BetterWealth, LLC | $1.6M | 26,192 | 0.29% | 14q | +3.2%+$51.3K |
| Scott Capital Advisors, LLC | $1.6M | 25,826 | 0.25% | 8q | +40.6%+$467.9K |
| ROYAL BANK OF CANADA | $1.4M | 21,985 | 0.00% | 22q | -2.9%-$41.2K |
| Modern Wealth Management, LLC | $1.4M | 21,603 | 0.02% | 3q | +14.0%+$166.0K |
| Level Financial Advisors | $1.3M | 21,461 | 0.30% | 17q | -16.0%-$257.4K |
| New England Private Wealth Advisors LLC | $1.3M | 21,062 | 0.13% | 4q | +7.3%+$90.1K |
| Equita Financial Network, Inc. | $1.3M | 20,637 | 0.36% | 9q | +17.6%+$193.9K |
| Choate Investment Advisors | $1.3M | 20,279 | 0.02% | 3q | +12.2%+$138.3K |
| Allworth Financial LP | $1.2M | 19,350 | 0.01% | 17q | +6.1%+$69.5K |
| Apella Capital, LLC | $1.0M | 16,401 | 0.01% | 3q | HELD |
| Farrell Financial LLC | $975.6K | 15,544 | 0.53% | 10q | -4.3%-$43.6K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $949.1K | 15,123 | 0.01% | 9q | +0.9%+$8.9K |
| RAYMOND JAMES FINANCIAL INC | $941.9K | 15,008 | 0.00% | 7q | +66.9%+$377.6K |
| Savant Capital, LLC | $920.1K | 14,650 | 0.00% | 5q | +56.4%+$331.6K |
| Vontobel Holding Ltd. | $905.5K | 14,428 | 0.00% | 3q | -6.9%-$67.0K |
| Thayer Partners, LLC / MA | $899.6K | 14,335 | 0.37% | 3q | +4.4%+$37.8K |
| Clarity Wealth Development LLC | $870.4K | 13,868 | 0.48% | 7q | -5.9%-$54.7K |
| Walkner Condon Financial Advisors LLC | $868.3K | 13,836 | 0.10% | 8q | +0.6%+$5.1K |
| Ameritas Investment Partners, Inc. | $790.9K | 12,603 | 0.02% | 19q | +9.8%+$70.9K |
| EverSource Wealth Advisors, LLC | $787.1K | 12,542 | 0.03% | 3q | +10.2%+$72.9K |
| WealthSpring Partners, LLC | $755.6K | 12,040 | 0.65% | 3q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $734.5K | 11,703 | 0.00% | 2q | +5.1%+$35.8K |
| OSAIC HOLDINGS, INC. | $709.4K | 11,303 | 0.00% | 23q | +12.2%+$77.3K |
| CURIO WEALTH, LLC | $691.4K | 11,017 | 0.21% | 7q | HELD |
| VALLEY NATIONAL ADVISERS INC | $680.9K | 10,849 | 0.08% | 16q | -8.7%-$65.0K |
| West Financial Advisors, LLC | $624.1K | 9,944 | 0.09% | 23q | +2.0%+$12.5K |
| EP Wealth Advisors, LLC | $569.6K | 9,075 | 0.00% | 3q | -14.0%-$92.6K |
| VERUS WEALTH MANAGEMENT, LLC | $564.8K | 9,000 | 0.47% | 7q | +7.9%+$41.4K |
| MML INVESTORS SERVICES, LLC | $562.4K | 8,962 | 0.00% | 13q | +14.8%+$72.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $559.9K | 8,922 | 0.00% | 6q | +12.2%+$61.0K |
| Csenge Advisory Group | $556.5K | 8,867 | 0.02% | 8q | +0.9%+$5.0K |
| Private Advisor Group, LLC | $554.9K | 8,842 | 0.00% | 9q | HELD |
| Shotwell Rutter Baer Inc | $550.4K | 8,770 | 0.30% | 9q | +2.2%+$12.0K |
| NOVARE CAPITAL MANAGEMENT LLC | $544.3K | 8,673 | 0.04% | 9q | +2.3%+$12.2K |
| RWA WEALTH PARTNERS, LLC | $525.3K | 8,370 | 0.01% | 21q | -3.4%-$18.6K |
| PNC Financial Services Group, Inc. | $496.7K | 7,915 | 0.00% | 17q | HELD |
| Fairlight Advisors | $496.4K | 7,909 | 0.40% | new | FIRST |
| Rehmann Capital Advisory Group | $486.1K | 7,746 | 0.02% | 17q | +1.1%+$5.2K |
| Townsend Financial Planning, LLC | $465.9K | 7,424 | 0.41% | 3q | HELD |
| Farther Finance Advisors, LLC | $452.5K | 7,210 | 0.00% | 3q | +163.8%+$281.0K |
| CRUX WEALTH ADVISORS | $429.5K | 6,843 | 0.15% | 5q | +10.3%+$40.0K |
| American Investment Services, Inc. | $421.6K | 6,718 | 0.09% | 11q | HELD |
| White Lighthouse Investment Management Inc. | $417.2K | 6,647 | 0.05% | 8q | +5.7%+$22.5K |
| Carr Financial Group Corp | $412.8K | 6,578 | 0.10% | 15q | -8.2%-$36.9K |
| Essential Planning, LLC. | $403.8K | 6,433 | 0.11% | 14q | +1.6%+$6.5K |
| Cetera Investment Advisers | $402.7K | 6,416 | 0.00% | 10q | +6.6%+$25.0K |
| Boston Trust Walden Corp | $401.7K | 6,400 | 0.00% | 4q | HELD |
| Bragg Financial Advisors, Inc | $401.3K | 6,394 | 0.01% | 6q | +5.9%+$22.4K |
| Ferguson Shapiro LLC | $399.9K | 6,372 | 0.12% | new | NEW |
| LaSalle St. Investment Advisors, LLC | $374.7K | 5,970 | 0.05% | 3q | -1.0%-$3.8K |
| UMB Bank, n.a. | $351.6K | 5,602 | 0.00% | 7q | HELD |
| Summit Wealth Group, LLC | $351.6K | 5,602 | 0.07% | 7q | HELD |
| ZENITH SOLUTIONS, INC. | $350.8K | 5,589 | 0.32% | new | FIRST |
| Joel Adams & Associates, Inc. | $336.8K | 5,366 | 0.22% | 7q | HELD |
| 25 LLC | $326.9K | 5,208 | 0.09% | 5q | HELD |
| Tribridge Partners Financial LLC | $320.6K | 5,205 | 0.13% | 3q | +0.5%+$1.7K |
| Perigon Wealth Management, LLC | $319.0K | 5,083 | 0.01% | 4q | HELD |
| Drucker Wealth 3.0, LLC | $315.9K | 5,033 | 0.05% | 5q | +1.5%+$4.7K |
| Live Oak Investment Partners | $314.6K | 5,013 | 0.17% | 11q | HELD |
| STRATEGIC ADVISORY PARTNERS, LLC | $298.9K | 4,763 | 0.21% | 3q | HELD |
| Eaton-Cambridge Inc. | $285.9K | 4,556 | 0.08% | 2q | +0.7%+$1.9K |
| Vise Technologies, Inc. | $285.4K | 4,548 | 0.00% | new | NEW |
| Black Diamond Financial, LLC | $262.0K | 4,174 | 0.02% | 4q | -1.1%-$2.8K |
| STIFEL FINANCIAL CORP | $255.9K | 4,077 | 0.00% | 6q | -13.8%-$40.9K |
| Alpha Financial Partners LLC | $253.6K | 4,040 | 0.13% | new | NEW |
| FIRST TRUST ADVISORS LP | $244.1K | 3,889 | 0.00% | 5q | +1.2%+$2.9K |
Showing the largest 100 of 141 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 | 137 | $611.9M | 9,748,210 | 15 | 63 | 24 | 0.0% |
| Q1 2026 | 126 | $624.9M | 9,948,942 | 14 | 58 | 19 | 0.0% |
| Q4 2025 | 118 | $399.8M | 6,282,407 | 13 | 56 | 16 | 0.0% |
| Q3 2025 | 101 | $378.1M | 5,890,657 | 13 | 50 | 17 | 0.0% |
| Q2 2025 | 94 | $350.0M | 5,522,684 | 9 | 47 | 22 | 0.0% |
| Q1 2025 | 90 | $351.0M | 5,326,410 | 9 | 50 | 14 | 0.0% |
| Q4 2024 | 86 | $337.0M | 5,425,212 | 9 | 46 | 11 | 0.0% |
| Q3 2024 | 72 | $223.5M | 3,444,229 | 11 | 39 | 8 | 0.0% |
| Q2 2024 | 69 | $180.9M | 2,915,062 | 13 | 37 | 6 | 0.0% |
| Q1 2024 | 61 | $142.2M | 2,269,113 | 7 | 30 | 7 | 0.0% |
| Q4 2023 | 60 | $213.2M | 3,364,164 | 10 | 23 | 18 | 0.0% |
| Q3 2023 | 55 | $153.6M | 2,585,883 | 5 | 32 | 7 | 0.0% |
| Q2 2023 | 58 | $142.5M | 2,298,724 | 9 | 26 | 11 | 0.0% |
| Q1 2023 | 51 | $128.5M | 2,050,985 | 10 | 24 | 8 | 0.0% |
| Q4 2022 | 43 | $47.8M | 799,510 | 11 | 14 | 8 | 0.0% |
| Q3 2022 | 47 | $34.1M | 575,090 | 7 | 18 | 8 | 0.0% |
| Q2 2022 | 44 | $24.6M | 390,069 | 11 | 15 | 9 | 0.0% |
| Q1 2022 | 38 | $29.5M | 434,213 | 6 | 14 | 12 | 0.0% |
| Q4 2021 | 38 | $36.2M | 493,122 | 9 | 15 | 5 | 0.0% |
| Q3 2021 | 29 | $34.0M | 460,526 | 9 | 12 | 1 | 0.0% |
| Q2 2021 | 21 | $21.8M | 291,986 | 7 | 7 | 2 | 0.0% |
| Q1 2021 | 16 | $17.5M | 241,724 | 6 | 6 | 0 | 0.0% |
| Q4 2020 | 14 | $9.5M | 124,825 | 9 | 0 | 2 | 0.0% |
| Q3 2020 | 3 | $25.5M | 340,342 | 3 | 0 | 0 | 0.0% |