VANGUARD WORLD FD (VOX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
491
Reporting holders
$3.3B
Reported value
3.7%
Held as options
+10
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/ | $449.4M | 2,443,141 | 0.03% | 31q | +20.8%+$77.4M |
| PGIM Custom Harvest LLC | $385.7M | 2,096,665 | 4.83% | 19q | +4.6%+$16.8M |
| JPMORGAN CHASE & CO | $263.1M | 1,422,902 | 0.01% | 31q | +26.6%+$55.2M |
| MORGAN STANLEY | $181.9M | 989,123 | 0.01% | 35q | -6.2%-$12.1M |
| WELLS FARGO & COMPANY/MN | $143.0M | 777,340 | 0.02% | 31q | -50.0%-$143.2M |
| UBS Group AG | $136.5M | 742,288 | 0.02% | 31q | +1.0%+$1.4M |
| AMERIPRISE FINANCIAL INC | $131.7M | 716,133 | 0.03% | 31q | -35.8%-$73.4M |
| IMC-Chicago, LLC | $93.8M | options only | 0.02% | 10q | OPTIONS |
| ENVESTNET ASSET MANAGEMENT INC | $86.6M | 470,925 | 0.02% | 31q | +15.7%+$11.8M |
| Beacon Capital Management, Inc. | $85.4M | 464,202 | 5.17% | 31q | +13.8%+$10.3M |
| LPL Financial LLC | $75.6M | 410,936 | 0.02% | 31q | +14.7%+$9.7M |
| ASSETMARK, INC | $67.2M | 365,421 | 0.12% | 18q | +6.6%+$4.1M |
| RAYMOND JAMES FINANCIAL INC | $63.7M | 346,099 | 0.02% | 7q | +24.3%+$12.5M |
| Empower Advisory Group, LLC | $46.7M | 254,010 | 0.11% | 14q | +6.1%+$2.7M |
| KCM INVESTMENT ADVISORS LLC | $46.4M | 252,428 | 1.38% | 31q | +1.8%+$810.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $38.6M | 210,040 | 0.02% | 22q | +82.7%+$17.5M |
| ARMSTRONG ADVISORY GROUP, INC | $35.2M | 191,215 | 2.14% | 15q | +2.6%+$899.5K |
| Lido Advisors, LLC | $34.7M | 188,381 | 0.09% | 11q | HELD |
| STIFEL FINANCIAL CORP | $32.6M | 177,268 | 0.03% | 31q | -5.8%-$2.0M |
| Ameritas Advisory Services, LLC | $31.5M | 171,378 | 0.64% | 12q | +75.3%+$13.5M |
| Corient Private Wealth LP | $27.0M | 146,839 | 0.02% | 15q | +100.3%+$13.5M |
| TRUIST FINANCIAL CORP | $24.1M | 131,149 | 0.03% | 27q | -7.0%-$1.8M |
| Cetera Investment Advisers | $22.6M | 122,772 | 0.02% | 15q | +15.8%+$3.1M |
| GOLDMAN SACHS GROUP INC | $21.8M | 118,669 | 0.00% | 31q | -84.9%-$122.7M |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $21.5M | 113,728 | 4.51% | 3q | +0.8%+$178.4K |
| ROYAL BANK OF CANADA | $20.3M | 110,217 | 0.00% | 31q | -14.6%-$3.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.0M | 108,607 | 0.01% | 31q | +2.7%+$521.9K |
| BNP PARIBAS FINANCIAL MARKETS | $18.4M | 100,004 | 0.01% | 5q | +100.0%+$9.2M |
| Morningstar Investment Management LLC | $17.0M | 94,391 | 1.05% | 2q | HELD |
| SIMPLEX TRADING, LLC | $16.6M | options only | 0.01% | 31q | OPTIONS |
| M&T Bank Corp | $16.4M | 88,929 | 0.05% | 26q | -3.2%-$534.0K |
| AGF MANAGEMENT LTD | $16.3M | 88,438 | 0.06% | 15q | -1.0%-$157.8K |
| Merit Financial Group, LLC | $15.7M | 85,150 | 0.05% | 10q | +146.0%+$9.3M |
| PARK NATIONAL CORP /OH/ | $14.4M | 78,207 | 0.40% | 15q | -1.3%-$193.1K |
| ATLAS CAPITAL ADVISORS INC. | $14.3M | 78,535 | 0.80% | 30q | +93.5%+$6.9M |
| Conservest Capital Advisors, Inc. | $13.9M | 75,602 | 1.11% | 14q | +3.2%+$434.3K |
| Baird Financial Group, Inc. | $13.7M | 74,710 | 0.02% | 26q | +1.6%+$219.3K |
| HighTower Advisors, LLC | $13.4M | 73,041 | 0.01% | 22q | -0.9%-$120.5K |
| Rockefeller Capital Management L.P. | $12.3M | 66,857 | 0.02% | 28q | +3.4%+$404.3K |
| OSAIC HOLDINGS, INC. | $10.9M | 59,333 | 0.01% | 26q | +3.3%+$345.8K |
| Mason & Associates Inc | $10.8M | 58,465 | 1.74% | 6q | HELD |
| PNC Financial Services Group, Inc. | $10.1M | 54,637 | 0.00% | 31q | -4.7%-$498.1K |
| MassMutual Private Wealth & Trust, FSB | $9.8M | 53,539 | 0.25% | 31q | -1.5%-$147.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.3M | 8,414 | 0.00% | 31q | -54.0%-$10.9M |
| Quantinno Capital Management LP | $8.8M | 47,611 | 0.01% | 10q | -2.1%-$191.5K |
| AlphaCore Capital LLC | $8.7M | 47,319 | 0.16% | 6q | -1.7%-$154.3K |
| Asset One Wealth Management LLC | $8.3M | 42,609 | 0.88% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $7.6M | 41,985 | 0.00% | 21q | +13.0%+$877.6K |
| EXCHANGE TRADED CONCEPTS, LLC | $7.3M | 39,604 | 0.02% | 14q | +126.3%+$4.1M |
| SOUTHERN CAPITAL SERVICES INC /ADV | $6.8M | 37,234 | 3.84% | 3q | +10.7%+$662.0K |
| Gibraltar Capital Management, Inc. | $6.8M | 37,098 | 1.05% | 6q | +2.6%+$172.9K |
| Quaker Wealth Management, LLC | $6.6M | 35,784 | 1.92% | 5q | +2.1%+$137.8K |
| FIFTH THIRD BANCORP | $6.1M | 33,258 | 0.01% | 31q | +1.4%+$85.0K |
| Federation des caisses Desjardins du Quebec | $6.0M | 32,719 | 0.02% | 29q | +3.9%+$224.4K |
| HARBOUR INVESTMENTS, INC. | $6.0M | 32,655 | 0.08% | 21q | +49.8%+$2.0M |
| WBH ADVISORY INC | $5.7M | 31,097 | 0.38% | 30q | +4.1%+$224.4K |
| Atria Investments, Inc | $5.1M | 27,644 | 0.05% | 14q | +36.3%+$1.4M |
| Sharper & Granite LLC | $4.9M | 26,769 | 1.53% | 15q | HELD |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $4.9M | 26,696 | 0.98% | 7q | -3.1%-$158.0K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $4.8M | 25,983 | 1.19% | 13q | HELD |
| VISTA INVESTMENT MANAGEMENT | $4.7M | 25,587 | 1.41% | 31q | -0.7%-$33.7K |
| NORTHSTAR ASSET MANAGEMENT Co | $4.6M | 25,735 | 0.87% | 30q | HELD |
| FIRST FINANCIAL CORP /IN/ | $4.5M | 24,462 | 1.56% | 31q | HELD |
| CITADEL ADVISORS LLC | $4.5M | 22,251 | 0.00% | 12q | -55.8%-$5.6M |
| Kestra Advisory Services, LLC | $4.4M | 24,092 | 0.01% | 11q | -4.5%-$209.7K |
| PINNACLE ASSOCIATES LTD | $4.3M | 23,280 | 0.05% | 13q | -2.4%-$103.6K |
| PENOBSCOT WEALTH MANAGEMENT | $4.2M | 22,917 | 1.13% | 18q | +2.5%+$103.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 22,613 | 0.01% | 31q | -29.6%-$1.7M |
| Trinity Legacy Partners, LLC | $4.0M | 20,646 | 0.79% | 12q | +5.9%+$219.3K |
| Narus Financial Partners, LLC | $3.9M | 21,329 | 1.01% | 13q | +2.0%+$75.1K |
| Altura Wealth Advisors Inc. | $3.8M | 20,570 | 1.28% | 10q | +13.5%+$449.0K |
| Arax Advisory Partners | $3.7M | 20,163 | 0.02% | 3q | +3026.0%+$3.6M |
| Praetorian Wealth Management, Inc. | $3.7M | 19,944 | 0.63% | 24q | -54.9%-$4.5M |
| Advisors Capital Management, LLC | $3.4M | 18,556 | 0.04% | 27q | -6.1%-$221.1K |
| D. E. Shaw & Co., Inc. | $3.4M | 18,260 | 0.00% | 2q | +571.8%+$2.9M |
| Joule Financial, LLC | $3.3M | 17,987 | 0.90% | 17q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $3.3M | 17,929 | 0.05% | 17q | HELD |
| Tranquilli Financial Advisor LLC | $3.3M | 17,830 | 1.76% | 14q | +182.5%+$2.1M |
| D.A. DAVIDSON & CO. | $3.2M | 17,386 | 0.02% | 29q | +1.7%+$52.2K |
| Campion Asset Management | $3.1M | 16,735 | 1.88% | 22q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.1M | 16,676 | 0.01% | 13q | -8.2%-$273.7K |
| Sanctuary Advisors, LLC | $3.1M | 16,627 | 0.01% | 9q | +6.5%+$186.9K |
| Fiduciary Trust Co | $3.0M | 16,506 | 0.03% | 31q | HELD |
| Richmond Brothers, Inc. | $3.0M | 16,315 | 1.56% | 8q | -55.5%-$3.7M |
| HANCOCK WHITNEY CORP | $2.9M | 15,907 | 0.05% | 5q | +25.7%+$598.6K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.9M | 15,807 | 0.14% | new | NEW |
| Elm Partners Management LLC | $2.8M | 15,034 | 0.10% | 11q | +25.7%+$565.1K |
| Prostatis Group LLC | $2.7M | 14,600 | 0.63% | 10q | -24.8%-$884.6K |
| BANK OF NOVA SCOTIA | $2.6M | 14,320 | 0.00% | 11q | HELD |
| Bank of Marin | $2.6M | 13,934 | 1.79% | 5q | HELD |
| FMR LLC | $2.6M | 13,871 | 0.00% | 31q | +5.9%+$142.7K |
| Integrated Wealth Concepts LLC | $2.5M | 13,775 | 0.01% | 17q | +5.9%+$142.0K |
| CAPTRUST FINANCIAL ADVISORS | $2.5M | 13,774 | 0.00% | 31q | +14.1%+$313.1K |
| Belvedere Trading LLC | $2.5M | 3 | 0.00% | new | NEW |
| Crews Bank & Trust | $2.5M | 13,657 | 0.33% | 7q | -1.5%-$38.6K |
| TRUST CO OF OKLAHOMA | $2.5M | 13,591 | 0.64% | 30q | -4.3%-$112.4K |
| Mariner, LLC | $2.5M | 13,573 | 0.00% | 16q | -27.0%-$925.3K |
| Royal Fund Management, LLC | $2.5M | 13,548 | 0.21% | 25q | -3.3%-$85.5K |
| Dorsey & Whitney Trust CO LLC | $2.5M | 13,524 | 0.12% | 29q | +2.5%+$61.1K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | $2.5M | 13,381 | 0.55% | 31q | -6.4%-$168.3K |
Showing the largest 100 of 509 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 | 491 | $3.3B | 17,098,759 | 41 | 132 | 141 | 3.7% |
| Q1 2026 | 481 | $3.3B | 17,741,015 | 42 | 118 | 152 | 2.3% |
| Q4 2025 | 489 | $3.4B | 17,028,931 | 51 | 130 | 141 | 2.8% |
| Q3 2025 | 453 | $3.3B | 17,117,519 | 44 | 117 | 142 | 1.9% |
| Q2 2025 | 443 | $3.1B | 17,550,089 | 47 | 124 | 137 | 2.3% |
| Q1 2025 | 422 | $2.5B | 16,061,245 | 43 | 100 | 158 | 2.9% |
| Q4 2024 | 425 | $2.7B | 16,727,972 | 31 | 120 | 131 | 2.7% |
| Q3 2024 | 402 | $2.8B | 18,890,768 | 38 | 103 | 140 | 1.9% |
| Q2 2024 | 385 | $2.9B | 20,043,264 | 46 | 109 | 131 | 2.4% |
| Q1 2024 | 363 | $2.9B | 21,702,427 | 49 | 102 | 116 | 2.6% |
| Q4 2023 | 343 | $2.5B | 19,410,494 | 49 | 90 | 111 | 7.6% |
| Q3 2023 | 315 | $2.0B | 18,327,329 | 36 | 107 | 90 | 1.7% |
| Q2 2023 | 304 | $1.7B | 15,153,085 | 41 | 76 | 101 | 5.8% |
| Q1 2023 | 274 | $1.5B | 14,352,011 | 51 | 61 | 105 | 9.4% |
| Q4 2022 | 255 | $1.0B | 12,231,633 | 54 | 66 | 88 | 3.5% |
| Q3 2022 | 298 | $1.2B | 14,585,452 | 32 | 89 | 109 | 3.4% |
| Q2 2022 | 327 | $1.5B | 15,480,140 | 48 | 105 | 103 | 3.2% |
| Q1 2022 | 334 | $2.4B | 19,674,759 | 38 | 113 | 97 | 0.9% |
| Q4 2021 | 343 | $2.6B | 19,190,504 | 33 | 111 | 86 | 0.4% |
| Q3 2021 | 333 | $3.0B | 21,284,222 | 46 | 114 | 67 | 0.4% |
| Q2 2021 | 306 | $2.6B | 17,026,289 | 35 | 117 | 70 | 0.4% |
| Q1 2021 | 298 | $2.3B | 17,939,138 | 37 | 107 | 79 | 0.4% |
| Q4 2020 | 273 | $2.1B | 17,534,100 | 27 | 88 | 76 | 0.3% |
| Q3 2020 | 246 | $1.7B | 16,275,155 | 26 | 88 | 69 | 0.3% |
| Q2 2020 | 229 | $1.5B | 16,398,844 | 33 | 80 | 67 | 0.2% |
| Q1 2020 | 218 | $1.0B | 13,741,188 | 31 | 80 | 61 | 0.2% |
| Q4 2019 | 231 | $1.4B | 14,784,547 | 25 | 69 | 74 | 0.1% |
| Q3 2019 | 208 | $1.4B | 16,502,232 | 27 | 63 | 64 | 0.1% |
| Q2 2019 | 199 | $1.3B | 14,625,539 | 28 | 76 | 49 | 0.4% |
| Q1 2019 | 192 | $1.1B | 12,813,476 | 32 | 71 | 46 | 0.6% |
| Q4 2018 | 175 | $567.2M | 7,593,525 | 6 | 3 | 3 | 0.7% |