VANGUARD WORLD FD (VIS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
596
Reporting holders
$4.6B
Reported value
0.1%
Held as options
+22
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/ | $1.5B | 4,059,536 | 0.09% | 31q | +3.4%+$48.4M |
| PGIM Custom Harvest LLC | $377.2M | 1,046,706 | 4.72% | 19q | +3.9%+$14.2M |
| MORGAN STANLEY | $323.1M | 896,593 | 0.02% | 35q | +4.8%+$14.7M |
| WELLS FARGO & COMPANY/MN | $221.6M | 614,868 | 0.04% | 31q | -52.2%-$241.7M |
| UBS Group AG | $133.4M | 370,300 | 0.02% | 9q | -1.2%-$1.7M |
| LPL Financial LLC | $109.5M | 303,789 | 0.02% | 31q | +3.7%+$3.9M |
| Beacon Capital Management, Inc. | $101.2M | 280,807 | 6.12% | 31q | -13.6%-$16.0M |
| ENVESTNET ASSET MANAGEMENT INC | $98.2M | 272,584 | 0.02% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $94.1M | 261,124 | 0.03% | 7q | +3.3%+$3.0M |
| ROYAL BANK OF CANADA | $59.1M | 163,928 | 0.01% | 31q | +10.0%+$5.4M |
| STIFEL FINANCIAL CORP | $58.6M | 162,687 | 0.05% | 31q | +2.5%+$1.4M |
| AMERIPRISE FINANCIAL INC | $56.1M | 155,606 | 0.01% | 31q | -47.4%-$50.5M |
| HighTower Advisors, LLC | $53.9M | 149,499 | 0.05% | 22q | +2.8%+$1.4M |
| Compass Financial Group, INC/SD | $53.6M | 148,597 | 6.14% | 15q | +4.4%+$2.3M |
| JPMORGAN CHASE & CO | $50.3M | 141,400 | 0.00% | 31q | +4.4%+$2.1M |
| Lido Advisors, LLC | $40.6M | 112,796 | 0.11% | 27q | +2.5%+$989.6K |
| Ameritas Advisory Services, LLC | $37.4M | 103,898 | 0.76% | 12q | +41.5%+$11.0M |
| Cetera Investment Advisers | $35.6M | 98,849 | 0.03% | 23q | -1.1%-$406.2K |
| Rockefeller Capital Management L.P. | $32.8M | 90,947 | 0.05% | 31q | -2.6%-$868.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $32.7M | 90,784 | 0.02% | 31q | -23.1%-$9.8M |
| KCM INVESTMENT ADVISORS LLC | $31.2M | 86,620 | 0.93% | 31q | HELD |
| Marks Wealth, LLC | $29.8M | 82,704 | 6.45% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $28.5M | 78,957 | 0.04% | 31q | +1.4%+$389.9K |
| Harfst & Associates, Inc. | $26.4M | 73,175 | 4.10% | 10q | +1.1%+$286.5K |
| OSAIC HOLDINGS, INC. | $26.2M | 72,593 | 0.03% | 26q | +14.0%+$3.2M |
| MML INVESTORS SERVICES, LLC | $22.3M | 61,898 | 0.05% | 31q | +6.4%+$1.3M |
| Corient Private Wealth LP | $21.6M | 59,834 | 0.01% | 15q | +94.0%+$10.4M |
| M&T Bank Corp | $21.2M | 58,706 | 0.06% | 26q | -3.4%-$742.4K |
| Steward Partners Investment Advisory, LLC | $20.8M | 57,824 | 0.11% | 29q | +12.0%+$2.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19.5M | 43,379 | 0.00% | 31q | +274.0%+$14.3M |
| Cadent Capital Advisors, LLC | $18.5M | 51,263 | 3.81% | 23q | +3.4%+$600.8K |
| Capital Advantage, Inc. | $18.4M | 50,964 | 2.24% | 9q | -1.0%-$187.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $17.8M | 49,328 | 0.01% | 27q | +118.2%+$9.6M |
| PNC Financial Services Group, Inc. | $17.6M | 48,792 | 0.01% | 31q | -1.0%-$180.2K |
| MinichMacGregor Wealth Management, LLC | $15.9M | 44,067 | 2.41% | 24q | HELD |
| Empower Advisory Group, LLC | $14.8M | 41,122 | 0.04% | 14q | +0.8%+$118.9K |
| BNP PARIBAS FINANCIAL MARKETS | $14.4M | 40,000 | 0.00% | 6q | +100.0%+$7.2M |
| Clear Creek Financial Management, LLC | $14.3M | 39,804 | 0.92% | 5q | +64.5%+$5.6M |
| J.W. COLE ADVISORS, INC. | $13.8M | 38,155 | 0.24% | 19q | +1.5%+$209.4K |
| AGF MANAGEMENT LTD | $13.6M | 37,810 | 0.05% | 15q | -1.1%-$149.6K |
| GOLDMAN SACHS GROUP INC | $13.4M | 37,209 | 0.00% | 31q | +1.3%+$174.4K |
| Trinity Legacy Partners, LLC | $13.1M | 37,658 | 2.61% | 24q | -6.1%-$849.9K |
| TRUIST FINANCIAL CORP | $12.8M | 35,593 | 0.02% | 27q | -5.2%-$698.8K |
| MassMutual Private Wealth & Trust, FSB | $11.5M | 31,941 | 0.30% | 31q | -0.5%-$62.3K |
| J. Safra Sarasin Holding AG | $10.4M | 33,235 | 0.15% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $10.1M | 28,720 | 0.00% | 21q | +28.5%+$2.2M |
| SIMON QUICK ADVISORS, LLC | $9.9M | 27,563 | 0.40% | 5q | HELD |
| Federation des caisses Desjardins du Quebec | $9.9M | 27,427 | 0.03% | 31q | +9.8%+$883.3K |
| &PARTNERS | $9.7M | 26,863 | 0.04% | 9q | +16.8%+$1.4M |
| Strengthening Families & Communities, LLC | $9.3M | 25,757 | 2.06% | 19q | HELD |
| Quantinno Capital Management LP | $8.9M | 24,593 | 0.01% | 10q | +1.0%+$90.8K |
| Mariner, LLC | $8.5M | 23,533 | 0.01% | 16q | -7.9%-$722.9K |
| FMR LLC | $8.4M | 23,421 | 0.00% | 31q | +3.5%+$288.3K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $8.3M | 23,146 | 1.67% | 7q | -2.9%-$245.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.3M | 31,532 | 0.01% | 12q | +13.6%+$993.0K |
| EXCHANGE TRADED CONCEPTS, LLC | $8.3M | 22,922 | 0.02% | 13q | +8.0%+$612.3K |
| Kestra Advisory Services, LLC | $6.7M | 18,622 | 0.02% | 24q | +7.8%+$482.9K |
| SYON CAPITAL LLC | $6.6M | 18,424 | 0.29% | 12q | +2.7%+$176.6K |
| FINANCIAL ADVISORY PARTNERS, LLC | $6.6M | 18,312 | 1.72% | 19q | +3.2%+$202.5K |
| Sharper & Granite LLC | $6.4M | 17,712 | 1.98% | 15q | -8.3%-$579.1K |
| Kinloch Capital, LLC | $6.3M | 17,540 | 2.31% | 2q | -47.8%-$5.8M |
| TD Waterhouse Canada Inc. | $6.2M | 17,378 | 0.02% | 19q | +3.9%+$231.3K |
| FIFTH THIRD BANCORP | $6.1M | 16,947 | 0.01% | 31q | -1.0%-$63.8K |
| Maltin Wealth Management, Inc. | $6.0M | 16,654 | 2.01% | 27q | -2.5%-$154.6K |
| Mosley Wealth Management | $5.9M | 16,434 | 1.88% | 3q | +2004.2%+$5.6M |
| BANK OF MONTREAL /CAN/ | $5.8M | 15,982 | 0.00% | 31q | -4.9%-$299.1K |
| Quaker Wealth Management, LLC | $5.7M | 15,916 | 1.67% | 6q | HELD |
| Pathstone Holdings, LLC | $5.7M | 15,896 | 0.02% | 11q | +6.4%+$342.4K |
| Altura Wealth Advisors Inc. | $5.7M | 15,843 | 1.93% | 11q | +3.5%+$191.4K |
| Creative Planning | $5.7M | 15,807 | 0.00% | 31q | +5.5%+$295.2K |
| Foundations Investment Advisors, LLC | $5.7M | 15,720 | 0.06% | 14q | +4.3%+$233.5K |
| Crown Wealth Group, LLC | $5.4M | 15,058 | 1.38% | 3q | +13.1%+$630.7K |
| BAILARD, INC. | $5.4M | 14,853 | 0.11% | 31q | HELD |
| Addison Capital Co | $5.2M | 14,420 | 0.85% | 2q | +23.3%+$983.1K |
| JOHNSON INVESTMENT COUNSEL INC | $5.0M | 13,991 | 0.04% | 31q | -1.2%-$60.5K |
| Bonfire Financial | $5.0M | 13,890 | 3.22% | 7q | +3.0%+$146.3K |
| Keebeck Wealth Management | $4.8M | 13,245 | 0.47% | 27q | HELD |
| Curran Financial Partners, LLC | $4.5M | 12,537 | 0.67% | 5q | +3.3%+$145.2K |
| Private Advisor Group, LLC | $4.5M | 12,521 | 0.02% | 31q | -42.4%-$3.3M |
| Salomon & Ludwin, LLC | $4.5M | 12,629 | 0.37% | 26q | -1.1%-$49.0K |
| Sierra Capital LLC | $4.3M | 11,995 | 0.42% | 22q | HELD |
| Berkeley Capital Partners, LLC | $4.3M | 11,992 | 0.89% | 14q | +2.0%+$84.7K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $4.3M | 11,990 | 0.05% | 34q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $4.3M | 11,911 | 0.01% | 31q | -30.7%-$1.9M |
| Teucrium Investment Advisors, LLC | $4.3M | 11,899 | 3.82% | new | NEW |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $4.3M | 11,841 | 0.09% | 5q | -6.5%-$297.3K |
| AlphaCore Capital LLC | $4.3M | 11,825 | 0.08% | 6q | -8.0%-$371.2K |
| Sanctuary Advisors, LLC | $4.2M | 11,535 | 0.02% | 9q | -9.3%-$425.2K |
| NORTHERN TRUST CORP | $4.0M | 11,206 | 0.00% | 31q | +16.4%+$569.8K |
| Tranquilli Financial Advisor LLC | $4.0M | 11,164 | 2.17% | 15q | -3.5%-$144.9K |
| Atria Investments, Inc | $4.0M | 11,087 | 0.04% | 15q | +2.6%+$102.4K |
| Joule Financial, LLC | $4.0M | 11,003 | 1.08% | 17q | -1.0%-$40.4K |
| Tandem Wealth Advisors LLC | $3.9M | 10,685 | 1.53% | 2q | +3.2%+$118.6K |
| ASHTON THOMAS SECURITIES, LLC | $3.8M | 10,441 | 0.56% | 9q | +13.5%+$447.6K |
| Integrated Wealth Concepts LLC | $3.7M | 10,162 | 0.02% | 19q | +8.2%+$278.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.6M | 10,091 | 0.02% | 16q | -5.7%-$218.8K |
| Freestone Capital Holdings, LLC | $3.6M | 10,063 | 0.09% | 10q | +716.8%+$3.2M |
| B. Riley Wealth Advisors, Inc. | $3.6M | 10,151 | 0.19% | 23q | +14.3%+$451.1K |
| Smith Asset Management Co., LLC | $3.6M | 9,954 | 2.82% | 7q | +25.9%+$738.4K |
| Prospera Financial Services Inc | $3.6M | 9,879 | 0.05% | 22q | +2.9%+$101.0K |
Showing the largest 100 of 622 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 | 596 | $4.6B | 12,714,185 | 59 | 168 | 151 | 0.1% |
| Q1 2026 | 574 | $4.1B | 13,039,015 | 56 | 157 | 143 | 0.1% |
| Q4 2025 | 550 | $3.6B | 12,113,120 | 52 | 150 | 133 | 0.0% |
| Q3 2025 | 499 | $3.5B | 11,928,712 | 32 | 124 | 139 | 0.1% |
| Q2 2025 | 497 | $3.3B | 11,942,754 | 65 | 116 | 149 | 0.1% |
| Q1 2025 | 460 | $2.7B | 10,996,973 | 41 | 124 | 129 | 0.2% |
| Q4 2024 | 472 | $3.0B | 11,966,807 | 38 | 142 | 110 | 0.0% |
| Q3 2024 | 426 | $3.1B | 12,088,188 | 37 | 107 | 125 | 0.0% |
| Q2 2024 | 425 | $2.9B | 12,144,010 | 35 | 105 | 123 | 0.0% |
| Q1 2024 | 412 | $3.1B | 12,629,489 | 57 | 111 | 112 | 0.0% |
| Q4 2023 | 386 | $2.5B | 11,172,069 | 40 | 87 | 130 | 0.1% |
| Q3 2023 | 359 | $2.4B | 12,512,382 | 32 | 107 | 89 | 0.1% |
| Q2 2023 | 347 | $2.3B | 10,999,383 | 24 | 88 | 109 | 0.1% |
| Q1 2023 | 341 | $2.0B | 10,711,552 | 28 | 78 | 115 | 0.1% |
| Q4 2022 | 316 | $1.9B | 10,559,707 | 50 | 95 | 84 | 0.1% |
| Q3 2022 | 341 | $1.7B | 10,527,859 | 24 | 82 | 108 | 0.0% |
| Q2 2022 | 354 | $1.7B | 10,210,692 | 28 | 78 | 117 | 0.1% |
| Q1 2022 | 382 | $2.9B | 14,983,676 | 29 | 110 | 107 | 0.1% |
| Q4 2021 | 391 | $3.3B | 16,072,931 | 49 | 119 | 70 | 0.3% |
| Q3 2021 | 332 | $3.2B | 16,791,892 | 26 | 113 | 82 | 0.1% |
| Q2 2021 | 327 | $3.2B | 16,082,735 | 34 | 124 | 70 | 0.1% |
| Q1 2021 | 324 | $3.0B | 15,581,248 | 54 | 124 | 68 | 0.0% |
| Q4 2020 | 294 | $2.3B | 13,731,819 | 43 | 93 | 62 | 0.1% |
| Q3 2020 | 251 | $1.9B | 13,133,320 | 39 | 61 | 79 | 0.1% |
| Q2 2020 | 233 | $1.7B | 13,231,526 | 39 | 50 | 86 | 0.0% |
| Q1 2020 | 228 | $1.6B | 14,345,587 | 32 | 56 | 86 | 0.0% |
| Q4 2019 | 258 | $2.2B | 14,535,470 | 39 | 65 | 61 | 0.0% |
| Q3 2019 | 211 | $2.3B | 15,536,764 | 16 | 57 | 63 | 0.1% |
| Q2 2019 | 216 | $2.3B | 16,063,110 | 23 | 53 | 63 | 0.2% |
| Q1 2019 | 221 | $2.3B | 16,415,847 | 29 | 58 | 71 | 0.1% |
| Q4 2018 | 212 | $2.0B | 16,692,622 | 3 | 3 | 6 | 0.0% |