VANGUARD WORLD FD (VHT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,067
Reporting holders
$6.0B
Reported value
0.8%
Held as options
+36
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/ | $529.7M | 1,771,554 | 0.03% | 31q | +3.4%+$17.6M |
| MORGAN STANLEY | $463.6M | 1,550,340 | 0.02% | 35q | -1.5%-$6.9M |
| UBS Group AG | $406.0M | 1,357,653 | 0.05% | 31q | +12.9%+$46.3M |
| PGIM Custom Harvest LLC | $271.8M | 909,110 | 3.40% | 19q | +2.9%+$7.7M |
| LPL Financial LLC | $242.4M | 810,666 | 0.05% | 31q | +2.2%+$5.2M |
| EVERETT HARRIS & CO /CA/ | $219.4M | 733,600 | 2.69% | 31q | +1.0%+$2.2M |
| WELLS FARGO & COMPANY/MN | $216.8M | 724,983 | 0.04% | 31q | -52.6%-$240.6M |
| ROYAL BANK OF CANADA | $138.7M | 463,799 | 0.02% | 31q | +12.8%+$15.8M |
| ENVESTNET ASSET MANAGEMENT INC | $127.5M | 426,345 | 0.03% | 31q | -7.3%-$10.0M |
| RAYMOND JAMES FINANCIAL INC | $120.3M | 402,445 | 0.03% | 7q | +4.8%+$5.5M |
| Cetera Investment Advisers | $114.0M | 381,223 | 0.10% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $110.0M | 367,792 | 0.02% | 31q | -47.0%-$97.6M |
| Beacon Capital Management, Inc. | $92.8M | 310,253 | 5.61% | 31q | -12.0%-$12.6M |
| OSAIC HOLDINGS, INC. | $76.8M | 256,444 | 0.09% | 26q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $70.9M | 237,159 | 0.04% | 31q | -6.5%-$4.9M |
| JPMORGAN CHASE & CO | $67.2M | 222,064 | 0.00% | 31q | +1.6%+$1.0M |
| STIFEL FINANCIAL CORP | $64.9M | 217,181 | 0.05% | 31q | +3.5%+$2.2M |
| MAI Capital Management | $60.4M | 201,925 | 0.23% | 23q | +8.6%+$4.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $59.3M | 198,452 | 0.04% | 30q | +97.6%+$29.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $57.6M | 192,656 | 0.07% | 31q | -3.2%-$1.9M |
| Allied Investment Advisors, LLC | $54.1M | 180,940 | 6.79% | 31q | +5.4%+$2.8M |
| INVICTUS PRIVATE WEALTH, LLC | $53.0M | 177,385 | 2.85% | 15q | HELD |
| PNC Financial Services Group, Inc. | $40.9M | 136,925 | 0.02% | 31q | -3.0%-$1.3M |
| Focus Partners Wealth | $40.3M | 134,801 | 0.04% | 11q | -3.7%-$1.6M |
| Ameritas Advisory Services, LLC | $39.6M | 132,369 | 0.80% | 19q | +49.3%+$13.1M |
| Lido Advisors, LLC | $38.6M | 128,929 | 0.10% | 4q | +1.7%+$657.8K |
| ARMSTRONG ADVISORY GROUP, INC | $35.1M | 117,430 | 2.14% | 15q | HELD |
| MML INVESTORS SERVICES, LLC | $35.0M | 117,147 | 0.07% | 31q | +10.1%+$3.2M |
| CITADEL ADVISORS LLC | $33.4M | 22,040 | 0.00% | 22q | +8.2%+$2.5M |
| TRUIST FINANCIAL CORP | $31.6M | 105,841 | 0.04% | 27q | -1.1%-$367.2K |
| AGF MANAGEMENT LTD | $30.4M | 101,584 | 0.12% | 15q | -5.0%-$1.6M |
| TRUST CO OF VERMONT | $30.1M | 100,678 | 1.12% | 6q | +17.7%+$4.5M |
| Rockefeller Capital Management L.P. | $28.8M | 96,248 | 0.04% | 29q | -1.8%-$515.2K |
| Wheelhouse Advisory Group LLC | $26.9M | 89,830 | 7.58% | 11q | +5.4%+$1.4M |
| JONES FINANCIAL COMPANIES LLLP | $26.7M | 88,576 | 0.01% | 23q | +8.2%+$2.0M |
| Capital Advantage, Inc. | $26.5M | 88,732 | 3.24% | 29q | HELD |
| Corient Private Wealth LP | $26.2M | 87,596 | 0.02% | 15q | +99.5%+$13.1M |
| Steward Partners Investment Advisory, LLC | $26.2M | 87,583 | 0.13% | 31q | -57.8%-$35.9M |
| M&T Bank Corp | $25.1M | 83,896 | 0.07% | 26q | +0.8%+$209.0K |
| ALTFEST L J & CO INC | $24.4M | 81,445 | 2.36% | 31q | +1318.4%+$22.6M |
| Creative Planning | $24.3M | 81,231 | 0.01% | 31q | -2.4%-$601.9K |
| CAPTRUST FINANCIAL ADVISORS | $24.2M | 80,846 | 0.04% | 31q | -2.8%-$703.6K |
| Cerity Partners LLC | $23.5M | 78,577 | 0.03% | 19q | -3.0%-$718.8K |
| Merit Financial Group, LLC | $19.7M | 65,968 | 0.06% | 19q | +100.1%+$9.9M |
| CHAI TRUST CO LLC | $19.3M | 64,431 | 1.32% | 27q | +0.5%+$105.3K |
| Stratos Wealth Partners, LTD. | $19.2M | 64,153 | 0.19% | 31q | HELD |
| PRINCIPAL SECURITIES, INC. | $18.9M | 63,260 | 0.23% | 11q | +9.7%+$1.7M |
| GOLDMAN SACHS GROUP INC | $18.3M | 61,152 | 0.00% | 31q | +2.6%+$461.7K |
| Kestra Advisory Services, LLC | $18.0M | 60,071 | 0.06% | 24q | +1.7%+$296.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.7M | 11,396 | 0.00% | 31q | -48.5%-$16.7M |
| Mariner, LLC | $17.6M | 58,951 | 0.02% | 31q | -22.7%-$5.2M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $17.4M | 58,281 | 0.31% | 22q | +3.3%+$553.8K |
| Baird Financial Group, Inc. | $17.1M | 57,247 | 0.02% | 31q | +3.9%+$636.3K |
| KCM INVESTMENT ADVISORS LLC | $17.1M | 57,047 | 0.51% | 31q | +6.4%+$1.0M |
| WBH ADVISORY INC | $17.0M | 56,991 | 1.14% | 30q | -3.0%-$518.2K |
| ATLAS CAPITAL ADVISORS INC. | $16.5M | 58,000 | 0.92% | 30q | +82.2%+$7.4M |
| HighTower Advisors, LLC | $16.3M | 54,416 | 0.02% | 22q | -2.2%-$368.4K |
| BANK OF MONTREAL /CAN/ | $15.8M | 52,674 | 0.01% | 31q | +2.3%+$351.0K |
| Cedar Mountain Advisors, LLC | $15.6M | 52,193 | 2.69% | 27q | +0.6%+$95.7K |
| Morningstar Investment Management LLC | $15.4M | 56,514 | 0.95% | 27q | HELD |
| Lakeshore Financial Planning, Inc. | $15.4M | 51,457 | 4.95% | 6q | -9.1%-$1.5M |
| Marotta Asset Management | $15.2M | 50,601 | 2.53% | 26q | -5.1%-$825.8K |
| Integrated Wealth Concepts LLC | $15.2M | 50,687 | 0.07% | 21q | +4.7%+$682.0K |
| JOHNSON INVESTMENT COUNSEL INC | $15.0M | 50,139 | 0.11% | 31q | +10.1%+$1.4M |
| Private Advisor Group, LLC | $14.5M | 48,389 | 0.07% | 31q | +11.4%+$1.5M |
| FMR LLC | $14.3M | 47,916 | 0.00% | 31q | +4.2%+$576.8K |
| Empower Advisory Group, LLC | $14.3M | 47,734 | 0.03% | 14q | +46.0%+$4.5M |
| Ballast, Inc. | $13.8M | 46,127 | 2.60% | 31q | +14.7%+$1.8M |
| Adaptive Financial Consulting, LLC | $13.3M | 44,515 | 4.66% | 27q | +1.9%+$253.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $13.3M | 44,319 | 0.89% | 14q | +1.4%+$180.9K |
| FIFTH THIRD BANCORP | $12.8M | 42,791 | 0.02% | 31q | -0.8%-$99.6K |
| SP Asset Management LLC | $12.6M | 42,255 | 1.01% | 14q | +5.7%+$683.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.6M | 48,420 | 0.02% | 13q | -2.5%-$316.9K |
| DMKC Advisory Services, LLC | $12.3M | 41,280 | 2.33% | 7q | +15.9%+$1.7M |
| Atlas Legacy Advisors, LLC | $12.2M | 40,787 | 1.80% | 7q | +2.2%+$261.2K |
| SOUTHERN CAPITAL SERVICES INC /ADV | $12.1M | 40,402 | 6.78% | 3q | +9.9%+$1.1M |
| MassMutual Private Wealth & Trust, FSB | $12.0M | 40,007 | 0.31% | 31q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $11.8M | 39,501 | 0.19% | 12q | -1.3%-$161.2K |
| Focus Financial Network, Inc. | $11.6M | 38,701 | 0.36% | 29q | +9.7%+$1.0M |
| TrueWealth Financial Partners | $11.1M | 37,253 | 4.60% | 2q | +1.7%+$183.9K |
| Mosley Wealth Management | $11.1M | 37,158 | 3.54% | 3q | +1964.3%+$10.6M |
| New England Private Wealth Advisors LLC | $10.6M | 34,728 | 1.02% | 31q | -8.5%-$982.3K |
| Royal Fund Management, LLC | $10.5M | 35,235 | 0.88% | 34q | +6.4%+$632.1K |
| TRUST CO OF OKLAHOMA | $10.1M | 33,654 | 2.59% | 30q | HELD |
| PARAGON FINANCIAL PARTNERS, INC. | $9.9M | 32,467 | 5.28% | 19q | -2.6%-$267.0K |
| PRUDENTIAL PLC | $9.2M | 30,700 | 0.05% | new | NEW |
| Waverly Advisors, LLC | $8.4M | 27,939 | 0.05% | 12q | +18.5%+$1.3M |
| Quantinno Capital Management LP | $8.3M | 27,880 | 0.01% | 11q | +33.7%+$2.1M |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $8.0M | 26,713 | 1.59% | 7q | -1.5%-$122.0K |
| Dakota Wealth Management | $8.0M | 26,641 | 0.15% | 28q | -11.1%-$991.8K |
| FINANCIAL MANAGEMENT NETWORK INC | $7.9M | 26,021 | 1.13% | 23q | -3.2%-$258.4K |
| Beacon Pointe Advisors, LLC | $7.9M | 26,357 | 0.04% | 24q | -2.3%-$188.1K |
| BTG Pactual Asset Management US LLC | $7.9M | 26,316 | 0.49% | 8q | +6.8%+$500.5K |
| Federation des caisses Desjardins du Quebec | $7.8M | 26,016 | 0.02% | 38q | -0.6%-$50.2K |
| EXCHANGE TRADED CONCEPTS, LLC | $7.7M | 25,758 | 0.02% | 10q | +5.9%+$430.9K |
| IFP Advisors, Inc | $7.7M | 25,613 | 0.14% | 39q | +4.2%+$310.4K |
| AQR CAPITAL MANAGEMENT LLC | $7.6M | 25,549 | 0.00% | 8q | -2.6%-$203.9K |
| Bleakley Financial Group, LLC | $7.6M | 25,395 | 0.10% | 15q | -1.2%-$92.4K |
| EP Wealth Advisors, LLC | $7.5M | 24,943 | 0.03% | 21q | -1.9%-$145.3K |
| Summit Wealth Group, LLC | $7.4M | 24,838 | 1.51% | 14q | +1.4%+$99.3K |
Showing the largest 100 of 1,116 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 | 1,067 | $6.0B | 19,933,184 | 102 | 289 | 332 | 0.8% |
| Q1 2026 | 1,031 | $5.7B | 20,797,126 | 51 | 278 | 318 | 0.5% |
| Q4 2025 | 1,080 | $5.9B | 20,411,822 | 113 | 294 | 279 | 0.3% |
| Q3 2025 | 960 | $5.0B | 19,264,470 | 66 | 207 | 385 | 0.3% |
| Q2 2025 | 955 | $5.0B | 20,193,657 | 45 | 224 | 367 | 0.3% |
| Q1 2025 | 990 | $5.1B | 19,263,851 | 72 | 257 | 328 | 0.2% |
| Q4 2024 | 988 | $5.2B | 20,680,849 | 49 | 262 | 341 | 0.2% |
| Q3 2024 | 955 | $5.8B | 20,597,191 | 68 | 236 | 307 | 0.2% |
| Q2 2024 | 916 | $5.5B | 20,619,156 | 55 | 240 | 293 | 0.2% |
| Q1 2024 | 910 | $6.6B | 24,581,249 | 62 | 276 | 266 | 0.2% |
| Q4 2023 | 883 | $5.5B | 21,746,109 | 63 | 234 | 302 | 0.2% |
| Q3 2023 | 838 | $5.0B | 21,141,651 | 42 | 226 | 278 | 0.2% |
| Q2 2023 | 822 | $4.9B | 19,831,297 | 45 | 230 | 254 | 0.3% |
| Q1 2023 | 799 | $4.7B | 19,482,879 | 48 | 228 | 246 | 0.3% |
| Q4 2022 | 784 | $4.8B | 19,373,288 | 88 | 242 | 178 | 0.3% |
| Q3 2022 | 845 | $4.8B | 21,199,973 | 40 | 269 | 216 | 0.3% |
| Q2 2022 | 877 | $4.9B | 20,720,470 | 69 | 262 | 251 | 0.3% |
| Q1 2022 | 874 | $5.8B | 22,703,785 | 61 | 290 | 242 | 0.3% |
| Q4 2021 | 871 | $5.5B | 20,582,654 | 68 | 303 | 165 | 0.7% |
| Q3 2021 | 774 | $4.9B | 19,561,580 | 61 | 255 | 169 | 0.4% |
| Q2 2021 | 735 | $4.3B | 17,538,880 | 59 | 239 | 177 | 0.2% |
| Q1 2021 | 729 | $4.2B | 18,379,849 | 65 | 229 | 185 | 0.2% |
| Q4 2020 | 707 | $4.1B | 18,419,509 | 60 | 195 | 169 | 0.3% |
| Q3 2020 | 617 | $3.7B | 18,137,108 | 56 | 192 | 153 | 0.3% |
| Q2 2020 | 599 | $3.7B | 19,003,107 | 74 | 196 | 150 | 0.3% |
| Q1 2020 | 562 | $2.8B | 17,816,370 | 53 | 184 | 174 | 0.4% |
| Q4 2019 | 572 | $3.0B | 15,598,952 | 70 | 151 | 136 | 0.3% |
| Q3 2019 | 470 | $2.7B | 15,827,571 | 32 | 133 | 146 | 0.3% |
| Q2 2019 | 476 | $2.8B | 15,884,851 | 43 | 157 | 144 | 0.8% |
| Q1 2019 | 480 | $2.9B | 16,958,700 | 46 | 166 | 133 | 0.2% |
| Q4 2018 | 474 | $2.5B | 15,788,591 | 6 | 11 | 8 | 0.3% |