VANGUARD WORLD FD (VDC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
633
Reporting holders
$3.3B
Reported value
0.1%
Held as options
+33
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/ | $1.0B | 4,450,098 | 0.06% | 31q | +2.6%+$25.6M |
| LPL Financial LLC | $206.1M | 914,183 | 0.05% | 31q | +1.7%+$3.5M |
| MORGAN STANLEY | $140.2M | 621,633 | 0.01% | 35q | +4.2%+$5.7M |
| PGIM Custom Harvest LLC | $111.9M | 496,263 | 1.40% | 19q | +5.8%+$6.2M |
| Compass Financial Group, INC/SD | $99.4M | 440,884 | 11.41% | 15q | -1.8%-$1.8M |
| WELLS FARGO & COMPANY/MN | $88.3M | 391,371 | 0.01% | 31q | -51.9%-$95.2M |
| Beacon Capital Management, Inc. | $83.4M | 369,724 | 5.04% | 31q | -12.1%-$11.5M |
| UBS Group AG | $73.6M | 326,457 | 0.01% | 31q | +3.4%+$2.4M |
| Cetera Investment Advisers | $61.8M | 274,055 | 0.06% | 27q | +2.3%+$1.4M |
| Empower Advisory Group, LLC | $60.9M | 270,255 | 0.15% | 14q | +12.5%+$6.8M |
| ENVESTNET ASSET MANAGEMENT INC | $55.5M | 246,022 | 0.01% | 31q | -4.4%-$2.6M |
| AMERIPRISE FINANCIAL INC | $52.2M | 230,760 | 0.01% | 31q | -48.2%-$48.5M |
| RAYMOND JAMES FINANCIAL INC | $44.7M | 198,097 | 0.01% | 7q | +1.7%+$734.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $39.9M | 176,857 | 0.05% | 31q | -6.9%-$3.0M |
| STIFEL FINANCIAL CORP | $35.3M | 156,697 | 0.03% | 31q | +7.7%+$2.5M |
| OSAIC HOLDINGS, INC. | $35.2M | 156,076 | 0.04% | 26q | -3.2%-$1.2M |
| Ameritas Advisory Services, LLC | $31.6M | 140,086 | 0.64% | 19q | +49.4%+$10.4M |
| ROYAL BANK OF CANADA | $31.0M | 137,333 | 0.00% | 31q | +31.1%+$7.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $28.8M | 127,702 | 0.02% | 22q | +87.4%+$13.4M |
| Cerity Partners LLC | $24.5M | 108,434 | 0.03% | 15q | -13.2%-$3.7M |
| Rockefeller Capital Management L.P. | $24.3M | 107,763 | 0.04% | 30q | -1.0%-$236.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.1M | 102,314 | 0.01% | 31q | -18.2%-$5.1M |
| Apollon Wealth Management, LLC | $19.1M | 84,745 | 0.23% | 7q | +5.6%+$1.0M |
| Blankinship & Foster, LLC | $18.6M | 82,532 | 3.76% | 31q | +0.6%+$115.5K |
| Lido Advisors, LLC | $18.5M | 81,934 | 0.05% | 31q | +2.5%+$444.2K |
| JPMORGAN CHASE & CO | $18.1M | 79,106 | 0.00% | 31q | +11.8%+$1.9M |
| Kestra Advisory Services, LLC | $18.1M | 80,183 | 0.06% | 24q | -6.3%-$1.2M |
| Banque Transatlantique SA | $17.6M | 136,718 | 0.38% | 2q | +2208.6%+$16.8M |
| Foundations Investment Advisors, LLC | $16.0M | 70,799 | 0.16% | 13q | +2473.6%+$15.3M |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $15.3M | 67,651 | 0.88% | 30q | -2.0%-$307.6K |
| EXCHANGE TRADED CONCEPTS, LLC | $14.7M | 65,138 | 0.03% | 10q | +125.5%+$8.2M |
| Marotta Asset Management | $14.1M | 62,451 | 2.35% | 24q | -9.0%-$1.4M |
| Waverly Advisors, LLC | $13.9M | 61,849 | 0.08% | 10q | -2.4%-$341.4K |
| KCM INVESTMENT ADVISORS LLC | $13.1M | 57,921 | 0.39% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $11.3M | 49,952 | 0.00% | 31q | -14.7%-$1.9M |
| SELDON CAPITAL LP | $10.7M | 47,593 | 3.36% | 19q | HELD |
| Private Advisor Group, LLC | $10.3M | 45,640 | 0.05% | 31q | -8.8%-$998.7K |
| Blackston Financial Advisory Group, LLC | $10.1M | 44,628 | 5.67% | 8q | -0.9%-$94.5K |
| TrueWealth Financial Partners | $10.0M | 44,159 | 4.11% | 2q | +2.5%+$242.0K |
| CMH Wealth Management LLC | $9.4M | 41,650 | 1.43% | 31q | +2.8%+$252.3K |
| Weitzel Financial Services, Inc. | $8.8M | 38,249 | 2.99% | 17q | -0.5%-$48.1K |
| Wealthspire Advisors, LLC | $8.8M | 38,953 | 0.05% | 20q | -0.7%-$58.2K |
| Stratos Wealth Partners, LTD. | $8.7M | 38,721 | 0.09% | 31q | -1.7%-$152.9K |
| Corient Private Wealth LP | $8.5M | 37,768 | 0.01% | 15q | +92.7%+$4.1M |
| MML INVESTORS SERVICES, LLC | $8.4M | 37,081 | 0.02% | 31q | +15.3%+$1.1M |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $8.2M | 36,451 | 1.73% | 3q | +1.4%+$115.7K |
| JONES FINANCIAL COMPANIES LLLP | $8.0M | 35,045 | 0.00% | 23q | +10.8%+$780.7K |
| Greenline Partners, LLC | $7.4M | 32,958 | 0.76% | 23q | +8.1%+$558.8K |
| M&T Bank Corp | $7.1M | 31,664 | 0.02% | 26q | -3.4%-$248.3K |
| Mosley Wealth Management | $7.1M | 31,315 | 2.25% | 3q | +876.8%+$6.3M |
| J.W. COLE ADVISORS, INC. | $7.0M | 30,866 | 0.12% | 19q | +1.4%+$98.3K |
| REDSTONE WEALTH MANAGEMENT, LLC | $6.9M | 30,477 | 4.48% | 3q | +36.6%+$1.8M |
| FINANCIAL ADVISORY PARTNERS, LLC | $6.8M | 30,289 | 1.78% | 19q | +7.2%+$461.1K |
| Junk Investment Group, LLC | $6.8M | 30,224 | 3.02% | 2q | +1.3%+$90.2K |
| PNC Financial Services Group, Inc. | $6.8M | 30,091 | 0.00% | 31q | -9.8%-$740.3K |
| Retirement Planning Group, LLC | $6.5M | 28,721 | 0.16% | 15q | +120.3%+$3.5M |
| TRUIST FINANCIAL CORP | $6.5M | 28,705 | 0.01% | 27q | -2.1%-$141.8K |
| Steward Partners Investment Advisory, LLC | $6.4M | 28,419 | 0.03% | 29q | +31.1%+$1.5M |
| Merit Financial Group, LLC | $6.3M | 27,992 | 0.02% | 31q | +87.9%+$3.0M |
| CITIGROUP INC | $6.3M | 27,726 | 0.00% | 31q | +5.4%+$321.1K |
| Creative Planning | $6.2M | 27,311 | 0.00% | 31q | +12.8%+$697.4K |
| HighTower Advisors, LLC | $5.9M | 26,339 | 0.01% | 22q | -2.0%-$120.9K |
| Hippocratic Financial Advisors, LLC | $5.9M | 25,990 | 2.21% | 7q | +5.4%+$301.3K |
| Wealthspire Retirement, LLC | $5.8M | 25,728 | 0.32% | 27q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.8M | 27,437 | 0.01% | 12q | +2.2%+$123.3K |
| JOHNSON INVESTMENT COUNSEL INC | $5.7M | 25,243 | 0.04% | 31q | -1.4%-$80.5K |
| Rossby Financial, LCC | $5.7M | 25,075 | 1.03% | 7q | -0.8%-$48.0K |
| WNY Asset Management, LLC | $5.5M | 24,528 | 0.49% | 22q | +23.3%+$1.0M |
| HC Advisors, LLC | $5.5M | 24,283 | 3.32% | 25q | +2.6%+$137.1K |
| Mariner, LLC | $5.4M | 24,107 | 0.01% | 16q | -29.7%-$2.3M |
| MassMutual Private Wealth & Trust, FSB | $5.4M | 24,092 | 0.14% | 31q | -0.8%-$44.0K |
| Strengthening Families & Communities, LLC | $5.3M | 23,706 | 1.19% | 19q | +0.8%+$40.1K |
| SOUTHERN CAPITAL SERVICES INC /ADV | $5.2M | 23,050 | 2.92% | 3q | +8.5%+$407.0K |
| Madden Advisory Services, Inc. | $5.2M | 23,035 | 1.86% | 31q | HELD |
| SIMON QUICK ADVISORS, LLC | $5.2M | 23,022 | 0.21% | 5q | HELD |
| INTEGRITY ALLIANCE, LLC. | $5.1M | 22,554 | 0.16% | 7q | +2.6%+$129.0K |
| FMR LLC | $5.0M | 22,324 | 0.00% | 31q | +13.1%+$582.7K |
| ATLAS CAPITAL ADVISORS INC. | $4.8M | 21,547 | 0.27% | 30q | +113.8%+$2.6M |
| Strategic Investment Solutions, Inc. /IL | $4.8M | 21,413 | 1.10% | 3q | -27.7%-$1.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.7M | 12,833 | 0.00% | 31q | -19.8%-$1.2M |
| Orion Porfolio Solutions, LLC | $4.7M | 20,966 | 0.04% | 13q | -5.8%-$292.7K |
| Sigma Planning Corp | $4.6M | 20,574 | 0.12% | 31q | +6.0%+$261.3K |
| CIBC WORLD MARKET INC. | $4.4M | 19,363 | 0.01% | 31q | +0.8%+$33.8K |
| Sharper & Granite LLC | $4.3M | 19,042 | 1.33% | 15q | -8.3%-$387.6K |
| Silver Coast Investments LLC | $4.1M | 18,110 | 1.22% | 3q | +3.9%+$152.9K |
| Equitable Holdings, Inc. | $4.0M | 17,917 | 0.02% | 26q | -12.9%-$600.9K |
| Pathstone Holdings, LLC | $4.0M | 17,880 | 0.01% | 11q | +10.3%+$377.2K |
| Horizon Investments, LLC | $4.0M | 17,703 | 0.04% | new | NEW |
| Quantinno Capital Management LP | $3.9M | 17,343 | 0.00% | 10q | +2.4%+$91.8K |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $3.9M | 17,316 | 1.11% | 13q | -2.9%-$115.2K |
| HARBOUR INVESTMENTS, INC. | $3.9M | 17,229 | 0.05% | 21q | HELD |
| One Day In July LLC | $3.8M | 17,058 | 0.27% | 22q | +5.9%+$215.8K |
| Altura Wealth Advisors Inc. | $3.8M | 16,970 | 1.29% | 10q | +6.5%+$232.7K |
| CITADEL ADVISORS LLC | $3.8M | 8,361 | 0.00% | 5q | HELD |
| NewEdge Advisors, LLC | $3.7M | 16,304 | 0.01% | new | NEW |
| BAILARD, INC. | $3.6M | 15,949 | 0.07% | 31q | +1.0%+$36.3K |
| Tranquilli Financial Advisor LLC | $3.6M | 15,824 | 1.92% | 10q | -3.6%-$132.4K |
| Certified Advisory Corp | $3.6M | 15,751 | 0.29% | 29q | +1.5%+$51.0K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $3.5M | 15,639 | 0.95% | 15q | -5.7%-$214.2K |
| Royal Fund Management, LLC | $3.5M | 15,568 | 0.29% | new | NEW |
Showing the largest 100 of 664 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 | 633 | $3.3B | 14,669,237 | 71 | 173 | 189 | 0.1% |
| Q1 2026 | 600 | $3.3B | 14,854,438 | 55 | 178 | 179 | 0.1% |
| Q4 2025 | 608 | $2.9B | 13,783,502 | 56 | 151 | 189 | 0.1% |
| Q3 2025 | 577 | $2.9B | 13,590,132 | 29 | 159 | 187 | 0.1% |
| Q2 2025 | 602 | $3.1B | 14,060,674 | 46 | 169 | 181 | 0.1% |
| Q1 2025 | 597 | $3.0B | 13,576,187 | 47 | 183 | 176 | 0.0% |
| Q4 2024 | 599 | $2.8B | 13,289,374 | 36 | 181 | 165 | 0.0% |
| Q3 2024 | 566 | $2.9B | 13,050,589 | 48 | 172 | 155 | 0.0% |
| Q2 2024 | 538 | $2.7B | 13,159,669 | 38 | 141 | 166 | 0.1% |
| Q1 2024 | 533 | $3.0B | 14,695,330 | 60 | 137 | 175 | 0.0% |
| Q4 2023 | 503 | $2.8B | 14,574,327 | 36 | 143 | 166 | 0.1% |
| Q3 2023 | 494 | $2.9B | 15,683,531 | 40 | 128 | 159 | 0.1% |
| Q2 2023 | 483 | $2.8B | 14,133,508 | 24 | 130 | 150 | 0.1% |
| Q1 2023 | 471 | $2.7B | 14,339,965 | 34 | 128 | 156 | 0.2% |
| Q4 2022 | 453 | $2.6B | 13,728,830 | 55 | 161 | 104 | 0.2% |
| Q3 2022 | 485 | $2.6B | 14,861,560 | 36 | 138 | 141 | 0.1% |
| Q2 2022 | 498 | $2.6B | 13,853,261 | 58 | 135 | 149 | 0.1% |
| Q1 2022 | 488 | $3.1B | 15,781,293 | 59 | 168 | 114 | 0.1% |
| Q4 2021 | 468 | $3.1B | 15,404,253 | 44 | 149 | 105 | 0.1% |
| Q3 2021 | 398 | $2.6B | 14,216,452 | 32 | 114 | 116 | 0.1% |
| Q2 2021 | 394 | $2.4B | 13,035,929 | 30 | 127 | 100 | 0.1% |
| Q1 2021 | 400 | $2.4B | 13,308,902 | 30 | 127 | 134 | 0.1% |
| Q4 2020 | 410 | $2.7B | 15,700,441 | 46 | 102 | 124 | 0.1% |
| Q3 2020 | 376 | $2.6B | 15,859,329 | 28 | 114 | 121 | 0.2% |
| Q2 2020 | 363 | $2.4B | 16,320,035 | 52 | 108 | 116 | 0.1% |
| Q1 2020 | 344 | $2.1B | 16,385,719 | 51 | 99 | 106 | 0.2% |
| Q4 2019 | 343 | $2.6B | 16,210,173 | 34 | 94 | 93 | 0.2% |
| Q3 2019 | 297 | $2.5B | 16,095,117 | 27 | 99 | 81 | 0.2% |
| Q2 2019 | 294 | $2.4B | 15,854,976 | 29 | 112 | 71 | 0.7% |
| Q1 2019 | 298 | $2.2B | 15,336,775 | 28 | 95 | 80 | 0.2% |
| Q4 2018 | 291 | $1.9B | 14,491,438 | 7 | 6 | 7 | 0.1% |