VANGUARD WORLD FD (VDE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
723
Reporting holders
$3.1B
Reported value
0.7%
Held as options
-16
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/ | $368.0M | 2,451,315 | 0.02% | 31q | +24.8%+$73.1M |
| MORGAN STANLEY | $211.8M | 1,410,659 | 0.01% | 35q | -11.1%-$26.6M |
| UBS Group AG | $147.9M | 985,243 | 0.02% | 31q | -3.9%-$6.0M |
| WELLS FARGO & COMPANY/MN | $135.7M | 903,691 | 0.02% | 31q | -53.8%-$157.8M |
| LPL Financial LLC | $126.9M | 845,537 | 0.03% | 31q | +3.3%+$4.1M |
| Wealthfront Advisers LLC | $119.7M | 797,265 | 0.23% | 31q | -1.3%-$1.6M |
| Beacon Capital Management, Inc. | $92.2M | 614,009 | 5.58% | 31q | -14.8%-$16.0M |
| ROYAL BANK OF CANADA | $79.6M | 530,314 | 0.01% | 31q | +7.5%+$5.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $77.7M | 517,455 | 0.06% | 31q | +4.0%+$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $73.6M | 490,537 | 0.02% | 31q | -13.5%-$11.5M |
| PGIM Custom Harvest LLC | $58.9M | 392,086 | 0.74% | 19q | +10.8%+$5.7M |
| SCS Capital Management LLC | $55.9M | 372,081 | 0.53% | 15q | +1.0%+$545.9K |
| STIFEL FINANCIAL CORP | $46.9M | 312,646 | 0.04% | 31q | +3.7%+$1.7M |
| Corient Private Wealth LP | $42.9M | 285,468 | 0.03% | 15q | +95.8%+$21.0M |
| Cetera Investment Advisers | $39.0M | 259,891 | 0.04% | 31q | -13.6%-$6.1M |
| Empower Advisory Group, LLC | $37.7M | 251,027 | 0.09% | 14q | -0.6%-$221.1K |
| Ameritas Advisory Services, LLC | $34.4M | 229,440 | 0.70% | 19q | +43.5%+$10.4M |
| OSAIC HOLDINGS, INC. | $33.7M | 224,509 | 0.04% | 26q | -5.0%-$1.8M |
| AMERIPRISE FINANCIAL INC | $32.7M | 217,849 | 0.01% | 31q | -65.5%-$62.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $32.6M | 216,954 | 0.02% | 22q | +61.9%+$12.5M |
| RAYMOND JAMES FINANCIAL INC | $31.9M | 212,685 | 0.01% | 7q | -2.3%-$740.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $30.6M | 203,889 | 0.02% | 31q | -8.9%-$3.0M |
| HighTower Advisors, LLC | $29.1M | 193,821 | 0.03% | 22q | -4.8%-$1.5M |
| GREENWOOD GEARHART LLC | $28.2M | 187,545 | 1.31% | 11q | +3.2%+$875.9K |
| CITADEL ADVISORS LLC | $27.4M | 105,222 | 0.00% | 28q | HELD |
| Greenline Partners, LLC | $25.4M | 169,158 | 2.58% | 26q | +3.6%+$887.9K |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $24.3M | 161,826 | 0.35% | 15q | HELD |
| EVERGREEN CAPITAL MANAGEMENT LLC | $21.8M | 145,342 | 0.38% | 31q | HELD |
| Rockefeller Capital Management L.P. | $20.9M | 139,010 | 0.03% | 30q | -3.9%-$853.5K |
| Zuckerman Investment Group, LLC | $17.5M | 116,824 | 1.48% | 26q | HELD |
| JPMORGAN CHASE & CO | $15.4M | 101,935 | 0.00% | 31q | +8.1%+$1.2M |
| PNC Financial Services Group, Inc. | $15.2M | 100,926 | 0.01% | 31q | -3.2%-$505.6K |
| ALLEN WEALTH MANAGEMENT, LLC | $15.0M | 100,242 | 7.33% | 11q | -7.7%-$1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.1M | 93,592 | 0.02% | 31q | -4.8%-$710.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13.6M | 38,484 | 0.00% | 31q | +13.2%+$1.6M |
| TrueWealth Financial Partners | $12.8M | 84,927 | 5.27% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $12.6M | 83,838 | 0.00% | 31q | +188.0%+$8.2M |
| CMH Wealth Management LLC | $12.0M | 79,777 | 1.83% | 26q | +2.2%+$261.1K |
| Creative Planning | $11.9M | 79,125 | 0.01% | 31q | +5.6%+$630.1K |
| SWAN Capital LLC | $11.5M | 76,808 | 3.95% | 13q | -8.9%-$1.1M |
| Estate Counselors, LLC | $10.5M | 70,139 | 0.90% | 7q | -15.5%-$1.9M |
| BFSG, LLC | $9.8M | 65,083 | 0.87% | 21q | +0.6%+$55.5K |
| Roundview Capital LLC | $9.6M | 64,089 | 0.53% | 26q | HELD |
| Elgethun Capital Management | $9.3M | 61,997 | 1.30% | 26q | +4.4%+$394.5K |
| Lido Advisors, LLC | $9.2M | 61,534 | 0.03% | 15q | +3.3%+$294.3K |
| Arax Advisory Partners | $9.2M | 61,464 | 0.06% | 3q | +1762.0%+$8.7M |
| FIFTH THIRD BANCORP | $9.1M | 60,380 | 0.01% | 31q | -0.5%-$49.4K |
| Pathstone Holdings, LLC | $8.9M | 59,534 | 0.03% | 11q | +21.7%+$1.6M |
| CAPTRUST FINANCIAL ADVISORS | $8.8M | 58,645 | 0.01% | 31q | -1.4%-$126.9K |
| MARSHALL WACE, LLP | $8.5M | 56,938 | 0.01% | 2q | -67.3%-$17.6M |
| TWO SIGMA INVESTMENTS, LP | $8.3M | 55,300 | 0.01% | new | NEW |
| Sanctuary Advisors, LLC | $8.3M | 55,136 | 0.04% | 9q | -10.6%-$980.4K |
| EXCHANGE TRADED CONCEPTS, LLC | $8.1M | 53,864 | 0.02% | 15q | +10.9%+$792.7K |
| WESCAP Management Group, Inc. | $7.9M | 52,935 | 1.48% | 3q | -9.2%-$809.8K |
| Dunhill Financial, LLC | $7.7M | 50,901 | 1.58% | 5q | +28.7%+$1.7M |
| MML INVESTORS SERVICES, LLC | $7.5M | 49,652 | 0.02% | 31q | +2.7%+$194.0K |
| JONES FINANCIAL COMPANIES LLLP | $7.4M | 48,813 | 0.00% | 21q | +14.6%+$943.3K |
| Steward Partners Investment Advisory, LLC | $7.4M | 49,184 | 0.04% | 29q | +403.4%+$5.9M |
| KCM INVESTMENT ADVISORS LLC | $7.1M | 47,440 | 0.21% | 31q | -4.7%-$349.5K |
| Cerity Partners LLC | $6.9M | 46,178 | 0.01% | 23q | +2.0%+$137.1K |
| Bellwether Advisors, LLC | $6.9M | 45,967 | 1.02% | new | NEW |
| CHOREO, LLC | $6.8M | 45,277 | 0.07% | 14q | -0.5%-$35.3K |
| Prospera Financial Services Inc | $6.8M | 45,175 | 0.10% | 21q | +32.4%+$1.7M |
| ATLAS CAPITAL ADVISORS INC. | $6.7M | 41,471 | 0.37% | 30q | +116.9%+$3.6M |
| Mariner, LLC | $6.5M | 43,488 | 0.01% | 17q | +27.6%+$1.4M |
| Kestra Advisory Services, LLC | $6.4M | 42,920 | 0.02% | 24q | -11.9%-$871.8K |
| Quantinno Capital Management LP | $6.4M | 42,745 | 0.01% | 15q | +16.7%+$918.5K |
| ASSETMARK, INC | $6.4M | 42,573 | 0.01% | 18q | +87.0%+$3.0M |
| Brookstone Capital Management | $6.4M | 42,540 | 0.06% | 21q | +13.0%+$733.1K |
| Atria Investments, Inc | $6.3M | 42,020 | 0.06% | 12q | +3.6%+$218.3K |
| Gerald Baker Financial Group LLC | $6.2M | 41,521 | 1.77% | 2q | -11.6%-$815.7K |
| Qube Research & Technologies Ltd | $6.2M | 41,460 | 0.01% | 2q | +17848.1%+$6.2M |
| Foundations Investment Advisors, LLC | $6.2M | 41,043 | 0.06% | 15q | -15.4%-$1.1M |
| Strengthening Families & Communities, LLC | $6.1M | 40,677 | 1.36% | 19q | +1.0%+$57.9K |
| Guardian Wealth Management, LLC | $5.7M | 38,044 | 1.60% | 3q | -6.9%-$422.8K |
| MONTAG A & ASSOCIATES INC | $5.6M | 37,024 | 0.23% | 22q | -28.1%-$2.2M |
| Grove Bank & Trust | $5.5M | 36,816 | 0.55% | 31q | -52.1%-$6.0M |
| LRI Investments, LLC | $5.4M | 35,822 | 0.43% | 8q | HELD |
| NewEdge Advisors, LLC | $5.2M | 34,852 | 0.02% | new | NEW |
| M&T Bank Corp | $5.2M | 34,692 | 0.02% | 26q | -6.2%-$341.7K |
| GoalFusion Wealth Management, LLC | $5.2M | 34,639 | 2.10% | 19q | +10.0%+$472.0K |
| Flatrock Wealth Partners LLC | $5.1M | 34,265 | 2.02% | 3q | -3.9%-$206.9K |
| AQR CAPITAL MANAGEMENT LLC | $5.1M | 33,841 | 0.00% | 6q | +124.7%+$2.8M |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $4.9M | 32,961 | 0.50% | 31q | -0.8%-$37.5K |
| JANE STREET GROUP, LLC | $4.9M | 20,781 | 0.00% | 9q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $4.9M | 32,531 | 0.32% | 23q | HELD |
| Royal Fund Management, LLC | $4.8M | 32,252 | 0.40% | 15q | +6.4%+$292.5K |
| Journey Advisory Group, LLC | $4.8M | 32,074 | 0.37% | new | NEW |
| Beacon Pointe Advisors, LLC | $4.8M | 31,906 | 0.02% | 18q | -14.0%-$781.3K |
| TRUIST FINANCIAL CORP | $4.8M | 31,884 | 0.01% | 27q | -5.6%-$283.7K |
| Parallel Advisors, LLC | $4.5M | 29,890 | 0.07% | 31q | -1.4%-$64.6K |
| FMR LLC | $4.5M | 29,713 | 0.00% | 31q | +23.9%+$861.0K |
| Tower Research Capital LLC (TRC) | $4.3M | 28,768 | 0.11% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 30,473 | 0.01% | 12q | -8.0%-$366.6K |
| Concurrent Investment Advisors, LLC | $4.2M | 27,752 | 0.04% | 11q | -26.4%-$1.5M |
| MassMutual Private Wealth & Trust, FSB | $4.1M | 27,171 | 0.11% | 31q | +2.9%+$115.4K |
| Ashton Thomas Private Wealth, LLC | $4.0M | 26,815 | 0.08% | 22q | +1.3%+$52.5K |
| ALEXANDER LABRUNERIE & CO., INC. | $4.0M | 26,671 | 1.40% | 10q | +15.3%+$532.5K |
| SEAMOUNT FINANCIAL GROUP INC | $4.0M | 26,520 | 1.61% | 11q | HELD |
| Tranquilli Financial Advisor LLC | $4.0M | 26,418 | 2.13% | 12q | -3.7%-$150.9K |
Showing the largest 100 of 758 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 | 723 | $3.1B | 20,271,145 | 54 | 192 | 251 | 0.7% |
| Q1 2026 | 739 | $4.0B | 22,515,496 | 130 | 207 | 202 | 1.5% |
| Q4 2025 | 635 | $2.5B | 19,727,948 | 45 | 185 | 191 | 0.6% |
| Q3 2025 | 604 | $2.5B | 19,680,073 | 41 | 183 | 192 | 1.1% |
| Q2 2025 | 613 | $2.5B | 20,466,964 | 27 | 196 | 216 | 0.9% |
| Q1 2025 | 657 | $2.5B | 19,510,358 | 59 | 201 | 218 | 0.6% |
| Q4 2024 | 651 | $2.6B | 21,538,555 | 75 | 228 | 158 | 0.8% |
| Q3 2024 | 578 | $2.5B | 19,935,914 | 50 | 173 | 174 | 0.6% |
| Q2 2024 | 572 | $2.7B | 20,887,477 | 39 | 172 | 177 | 0.5% |
| Q1 2024 | 576 | $3.3B | 25,181,817 | 58 | 175 | 175 | 0.5% |
| Q4 2023 | 568 | $2.8B | 23,508,971 | 48 | 175 | 174 | 0.6% |
| Q3 2023 | 539 | $2.9B | 22,361,330 | 55 | 173 | 140 | 2.1% |
| Q2 2023 | 505 | $2.1B | 18,285,559 | 32 | 134 | 169 | 1.0% |
| Q1 2023 | 497 | $2.2B | 19,211,932 | 31 | 139 | 179 | 1.0% |
| Q4 2022 | 496 | $2.6B | 20,641,241 | 80 | 154 | 109 | 2.0% |
| Q3 2022 | 518 | $2.3B | 22,121,092 | 38 | 164 | 152 | 1.0% |
| Q2 2022 | 549 | $2.4B | 23,944,656 | 56 | 156 | 188 | 1.5% |
| Q1 2022 | 539 | $3.0B | 27,721,579 | 102 | 172 | 149 | 1.6% |
| Q4 2021 | 479 | $2.3B | 28,560,301 | 62 | 157 | 97 | 2.0% |
| Q3 2021 | 408 | $1.9B | 25,493,919 | 21 | 140 | 110 | 1.6% |
| Q2 2021 | 422 | $1.8B | 23,758,678 | 59 | 134 | 116 | 1.4% |
| Q1 2021 | 394 | $1.6B | 23,704,808 | 72 | 123 | 90 | 1.5% |
| Q4 2020 | 344 | $1.1B | 20,842,266 | 66 | 90 | 88 | 2.2% |
| Q3 2020 | 289 | $707.4M | 17,289,993 | 22 | 84 | 100 | 1.3% |
| Q2 2020 | 303 | $903.4M | 17,743,577 | 61 | 100 | 88 | 1.4% |
| Q1 2020 | 284 | $690.2M | 17,943,842 | 65 | 106 | 72 | 0.8% |
| Q4 2019 | 318 | $1.1B | 13,434,986 | 39 | 79 | 107 | 1.6% |
| Q3 2019 | 285 | $991.2M | 12,476,878 | 20 | 76 | 112 | 1.7% |
| Q2 2019 | 318 | $1.1B | 12,874,687 | 30 | 92 | 102 | 3.5% |
| Q1 2019 | 331 | $1.2B | 13,443,760 | 41 | 85 | 113 | 2.1% |
| Q4 2018 | 325 | $1.1B | 14,413,932 | 5 | 8 | 8 | 0.5% |