VANGUARD WORLD FD (VFH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
726
Reporting holders
$6.5B
Reported value
0.1%
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/ | $2.8B | 21,196,317 | 0.18% | 31q | -11.5%-$362.1M |
| MORGAN STANLEY | $490.8M | 3,729,437 | 0.03% | 35q | +1.7%+$8.4M |
| UBS Group AG | $255.1M | 1,938,513 | 0.03% | 9q | +1.7%+$4.3M |
| WELLS FARGO & COMPANY/MN | $238.4M | 1,811,916 | 0.04% | 31q | -53.1%-$270.3M |
| PGIM Custom Harvest LLC | $221.9M | 1,686,235 | 2.78% | 19q | +3.9%+$8.2M |
| RAYMOND JAMES FINANCIAL INC | $160.8M | 1,221,644 | 0.04% | 7q | -4.5%-$7.6M |
| LPL Financial LLC | $127.0M | 964,920 | 0.03% | 31q | +5.1%+$6.1M |
| FMR LLC | $122.5M | 930,485 | 0.01% | 31q | -3.5%-$4.5M |
| AMERIPRISE FINANCIAL INC | $97.8M | 742,857 | 0.02% | 31q | -60.1%-$147.5M |
| ROYAL BANK OF CANADA | $84.1M | 639,191 | 0.01% | 31q | +10.2%+$7.8M |
| TWO SIGMA INVESTMENTS, LP | $79.6M | 605,000 | 0.06% | 2q | -9.6%-$8.4M |
| ENVESTNET ASSET MANAGEMENT INC | $63.8M | 485,154 | 0.02% | 31q | +7.6%+$4.5M |
| Beacon Capital Management, Inc. | $62.9M | 478,035 | 3.81% | 31q | -13.8%-$10.0M |
| STIFEL FINANCIAL CORP | $59.4M | 451,392 | 0.05% | 31q | -2.5%-$1.5M |
| JPMORGAN CHASE & CO | $57.3M | 435,273 | 0.00% | 31q | -1.0%-$555.6K |
| Cetera Investment Advisers | $56.6M | 430,033 | 0.05% | 25q | +3.0%+$1.6M |
| Corient Private Wealth LP | $51.1M | 387,938 | 0.03% | 15q | +87.1%+$23.8M |
| Lido Advisors, LLC | $45.3M | 344,493 | 0.12% | 28q | +3.3%+$1.4M |
| OSAIC HOLDINGS, INC. | $39.9M | 303,034 | 0.05% | 26q | +18.0%+$6.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $37.5M | 285,008 | 0.02% | 22q | +89.7%+$17.7M |
| Allianz SE | $35.2M | 267,713 | 0.37% | 10q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $32.1M | 243,922 | 0.02% | 31q | -15.3%-$5.8M |
| Rockefeller Capital Management L.P. | $32.0M | 242,805 | 0.05% | 30q | -1.0%-$313.2K |
| M&T Bank Corp | $31.2M | 236,897 | 0.09% | 26q | -2.5%-$813.7K |
| TD Waterhouse Canada Inc. | $29.7M | 221,005 | 0.08% | 19q | +3.9%+$1.1M |
| Pinnacle Financial Partners, Inc. | $27.9M | 212,066 | 0.19% | 3q | HELD |
| KCM INVESTMENT ADVISORS LLC | $26.4M | 200,509 | 0.78% | 31q | +3.6%+$924.5K |
| Ameritas Advisory Services, LLC | $26.0M | 197,536 | 0.52% | 19q | +48.7%+$8.5M |
| PNC Financial Services Group, Inc. | $24.8M | 188,644 | 0.01% | 31q | -7.0%-$1.9M |
| Sanctuary Advisors, LLC | $22.7M | 172,422 | 0.11% | 9q | +42.6%+$6.8M |
| CMH Wealth Management LLC | $19.8M | 150,808 | 3.03% | 31q | +3.8%+$727.0K |
| Cedar Mountain Advisors, LLC | $19.3M | 146,558 | 3.32% | 27q | +0.9%+$173.4K |
| TRUST CO OF OKLAHOMA | $18.8M | 142,855 | 4.83% | 30q | -0.5%-$98.3K |
| GOLDMAN SACHS GROUP INC | $18.3M | 138,842 | 0.00% | 31q | -3.7%-$705.5K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $18.3M | 138,679 | 0.24% | 8q | HELD |
| Mariner, LLC | $17.9M | 136,363 | 0.02% | 31q | -3.7%-$696.3K |
| FIFTH THIRD BANCORP | $17.6M | 133,814 | 0.03% | 31q | -1.8%-$331.5K |
| HighTower Advisors, LLC | $17.0M | 129,075 | 0.02% | 22q | -3.2%-$569.0K |
| ASSETMARK, INC | $15.9M | 120,753 | 0.03% | 31q | +144.7%+$9.4M |
| Focus Partners Wealth | $15.2M | 115,665 | 0.02% | 11q | -4.1%-$654.1K |
| Cresset Asset Management, LLC | $15.1M | 115,066 | 0.05% | 23q | +11.1%+$1.5M |
| SEARCY FINANCIAL SERVICES INC /ADV | $15.0M | 114,112 | 5.04% | 6q | HELD |
| ATLAS CAPITAL ADVISORS INC. | $15.0M | 118,546 | 0.84% | 30q | +97.4%+$7.4M |
| MassMutual Private Wealth & Trust, FSB | $14.3M | 108,624 | 0.37% | 31q | -2.1%-$303.6K |
| Retirement Planning Group, LLC | $14.3M | 108,505 | 0.36% | 15q | +1491.9%+$13.4M |
| JONES FINANCIAL COMPANIES LLLP | $13.6M | 103,222 | 0.01% | 23q | +12.5%+$1.5M |
| Quantinno Capital Management LP | $13.2M | 100,363 | 0.02% | 9q | +103.1%+$6.7M |
| WBH ADVISORY INC | $13.1M | 99,170 | 0.88% | 30q | -1.7%-$227.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.8M | 97,503 | 0.02% | 31q | -6.2%-$854.9K |
| Allen Investment Management, LLC | $12.6M | 95,861 | 0.15% | 18q | HELD |
| Merit Financial Group, LLC | $12.1M | 92,032 | 0.04% | 10q | +99.6%+$6.0M |
| MML INVESTORS SERVICES, LLC | $11.8M | 89,745 | 0.02% | 31q | -46.0%-$10.1M |
| Wheelhouse Advisory Group LLC | $11.6M | 88,023 | 3.27% | 11q | +5.2%+$570.0K |
| Creative Planning | $10.7M | 81,376 | 0.01% | 31q | +3.8%+$388.6K |
| Mosley Wealth Management | $10.6M | 80,709 | 3.38% | 3q | +2191.6%+$10.2M |
| TRUIST FINANCIAL CORP | $10.5M | 79,657 | 0.01% | 27q | -9.3%-$1.1M |
| CHAI TRUST CO LLC | $10.3M | 78,503 | 0.71% | 17q | +0.6%+$57.9K |
| Cerity Partners LLC | $9.5M | 72,024 | 0.01% | 12q | -9.3%-$971.1K |
| CITADEL ADVISORS LLC | $9.1M | 51,543 | 0.00% | 25q | +161.3%+$5.6M |
| HANCOCK WHITNEY CORP | $8.8M | 67,154 | 0.15% | 5q | +14.2%+$1.1M |
| Madison Asset Management, LLC | $8.5M | 64,266 | 0.10% | 7q | -1.8%-$156.1K |
| Summit Financial, LLC | $8.3M | 63,181 | 0.09% | 6q | +7.4%+$571.4K |
| LCM Capital Management Inc | $8.3M | 63,009 | 3.60% | 23q | +1.8%+$144.4K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $8.2M | 62,306 | 1.64% | 7q | +5.5%+$423.9K |
| CALTON & ASSOCIATES, INC. | $8.1M | 61,387 | 1.18% | 5q | -30.3%-$3.5M |
| Kestra Advisory Services, LLC | $7.9M | 60,191 | 0.03% | 24q | -33.5%-$4.0M |
| Bellwether Advisors, LLC | $7.6M | 58,048 | 1.13% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.2M | 13,282 | 0.00% | 31q | -68.6%-$15.6M |
| BTG Pactual Asset Management US LLC | $7.0M | 53,391 | 0.44% | 8q | +2.9%+$199.9K |
| Gibraltar Capital Management, Inc. | $6.9M | 52,142 | 1.06% | 6q | +2.9%+$190.8K |
| Integrated Wealth Concepts LLC | $6.8M | 51,776 | 0.03% | 30q | +7.8%+$492.2K |
| Annex Advisory Services, LLC | $6.7M | 51,200 | 0.12% | 3q | -0.9%-$58.7K |
| JOHNSON INVESTMENT COUNSEL INC | $6.5M | 49,276 | 0.05% | 31q | +3.6%+$228.2K |
| PENOBSCOT WEALTH MANAGEMENT | $6.4M | 48,290 | 1.70% | 21q | +2.2%+$134.0K |
| Curran Financial Partners, LLC | $6.3M | 48,196 | 0.94% | new | NEW |
| THEORY FINANCIAL LLC | $6.2M | 46,809 | 1.94% | 17q | -2.3%-$147.3K |
| AlphaCore Capital LLC | $6.2M | 46,790 | 0.11% | 6q | -5.1%-$333.2K |
| BANK OF MONTREAL /CAN/ | $6.1M | 46,549 | 0.00% | 31q | -3.9%-$249.3K |
| Equitable Holdings, Inc. | $6.1M | 46,168 | 0.04% | 27q | -9.0%-$603.2K |
| EXCHANGE TRADED CONCEPTS, LLC | $6.0M | 45,636 | 0.01% | 13q | +97.6%+$3.0M |
| Wall Street Financial Group, Inc. | $5.9M | 44,949 | 3.16% | 9q | +3.0%+$175.0K |
| Altura Wealth Advisors Inc. | $5.9M | 44,706 | 1.98% | 12q | +12.6%+$657.7K |
| LMG Wealth Partners, LLC | $5.7M | 43,632 | 0.92% | 14q | +6.8%+$366.2K |
| Cascade Financial Partners, LLC | $5.6M | 42,323 | 0.48% | 10q | +11.6%+$577.5K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $5.6M | 42,292 | 0.07% | 34q | HELD |
| Frank, Rimerman Advisors LLC | $5.5M | 41,579 | 0.31% | 23q | -12.3%-$769.5K |
| Pathstone Holdings, LLC | $5.3M | 40,312 | 0.02% | 11q | +4.7%+$237.9K |
| Silver Coast Investments LLC | $5.2M | 39,595 | 1.55% | 6q | +2.1%+$108.4K |
| Foundations Investment Advisors, LLC | $5.2M | 39,230 | 0.05% | 14q | +5.4%+$264.5K |
| NORTHSTAR ASSET MANAGEMENT Co | $5.1M | 36,706 | 0.95% | 31q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $5.0M | 38,338 | 0.01% | 31q | -59.0%-$7.3M |
| MAI Capital Management | $5.0M | 37,853 | 0.02% | 23q | +21.1%+$869.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 53,420 | 0.01% | 12q | -1.2%-$58.1K |
| Quaker Wealth Management, LLC | $4.8M | 36,583 | 1.40% | 8q | +3.0%+$139.1K |
| Waverly Advisors, LLC | $4.5M | 34,450 | 0.03% | 11q | +16.2%+$631.0K |
| Concurrent Investment Advisors, LLC | $4.5M | 34,065 | 0.04% | 11q | -1.9%-$86.9K |
| Argentarii, LLC | $4.5M | 31,576 | 1.35% | 7q | -0.8%-$34.4K |
| North Forty Two & Co. | $4.3M | 32,707 | 3.66% | 7q | HELD |
| Focus Financial Network, Inc. | $4.2M | 31,826 | 0.13% | 17q | +2.5%+$103.6K |
| Financial Freedom, LLC | $4.2M | 31,625 | 1.91% | 15q | -21.2%-$1.1M |
Showing the largest 100 of 759 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 | 726 | $6.5B | 49,558,946 | 70 | 182 | 214 | 0.1% |
| Q1 2026 | 706 | $6.7B | 55,096,407 | 53 | 183 | 218 | 0.1% |
| Q4 2025 | 715 | $7.0B | 52,012,537 | 56 | 211 | 183 | 0.1% |
| Q3 2025 | 672 | $6.8B | 52,149,849 | 45 | 177 | 197 | 0.1% |
| Q2 2025 | 668 | $6.6B | 52,140,357 | 60 | 162 | 201 | 0.2% |
| Q1 2025 | 655 | $6.2B | 51,776,538 | 46 | 205 | 183 | 0.2% |
| Q4 2024 | 658 | $6.1B | 51,769,732 | 66 | 200 | 146 | 0.1% |
| Q3 2024 | 584 | $5.7B | 51,861,073 | 44 | 161 | 176 | 0.1% |
| Q2 2024 | 566 | $5.0B | 50,305,866 | 44 | 133 | 179 | 0.2% |
| Q1 2024 | 570 | $5.5B | 53,206,035 | 72 | 142 | 174 | 0.2% |
| Q4 2023 | 538 | $5.4B | 58,839,866 | 50 | 123 | 189 | 0.1% |
| Q3 2023 | 489 | $4.6B | 57,281,393 | 47 | 141 | 158 | 0.1% |
| Q2 2023 | 470 | $4.1B | 50,026,289 | 39 | 110 | 174 | 0.2% |
| Q1 2023 | 464 | $3.7B | 47,918,229 | 26 | 118 | 173 | 0.2% |
| Q4 2022 | 480 | $4.0B | 48,689,100 | 47 | 143 | 128 | 0.1% |
| Q3 2022 | 547 | $4.1B | 54,918,302 | 40 | 135 | 177 | 0.2% |
| Q2 2022 | 567 | $4.3B | 55,708,127 | 44 | 163 | 189 | 0.2% |
| Q1 2022 | 606 | $6.7B | 71,648,155 | 58 | 235 | 149 | 0.1% |
| Q4 2021 | 608 | $6.8B | 70,150,437 | 61 | 218 | 104 | 0.2% |
| Q3 2021 | 532 | $6.4B | 69,082,965 | 51 | 172 | 137 | 0.2% |
| Q2 2021 | 512 | $6.3B | 69,291,381 | 51 | 183 | 118 | 0.1% |
| Q1 2021 | 497 | $5.6B | 65,716,846 | 79 | 169 | 116 | 0.1% |
| Q4 2020 | 439 | $4.2B | 58,082,295 | 61 | 112 | 132 | 0.1% |
| Q3 2020 | 374 | $3.2B | 55,235,524 | 40 | 107 | 123 | 0.1% |
| Q2 2020 | 358 | $3.5B | 60,814,825 | 53 | 79 | 149 | 0.1% |
| Q1 2020 | 350 | $3.1B | 61,891,321 | 35 | 80 | 150 | 0.1% |
| Q4 2019 | 406 | $4.9B | 63,674,341 | 38 | 113 | 116 | 0.1% |
| Q3 2019 | 360 | $4.2B | 59,403,762 | 33 | 92 | 132 | 0.1% |
| Q2 2019 | 363 | $4.4B | 63,002,225 | 28 | 109 | 129 | 0.2% |
| Q1 2019 | 376 | $3.9B | 60,864,012 | 42 | 92 | 135 | 0.2% |
| Q4 2018 | 378 | $3.4B | 56,691,821 | 5 | 5 | 8 | 0.1% |