VANGUARD WORLD FD (VPU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
670
Reporting holders
$2.7B
Reported value
0.3%
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $236.9M | 1,210,206 | 0.01% | 35q | HELD |
| BANK OF AMERICA CORP /DE/ | $208.8M | 1,066,820 | 0.01% | 31q | +2.4%+$4.8M |
| LPL Financial LLC | $178.2M | 910,692 | 0.04% | 31q | +1.9%+$3.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $144.9M | 740,507 | 0.08% | 31q | +3.8%+$5.4M |
| WELLS FARGO & COMPANY/MN | $99.9M | 510,296 | 0.02% | 31q | -51.1%-$104.6M |
| ENVESTNET ASSET MANAGEMENT INC | $99.7M | 509,148 | 0.02% | 31q | +5.5%+$5.2M |
| Beacon Capital Management, Inc. | $89.5M | 457,116 | 5.41% | 31q | -12.6%-$12.9M |
| Empower Advisory Group, LLC | $80.8M | 412,786 | 0.19% | 14q | +7.9%+$5.9M |
| OSAIC HOLDINGS, INC. | $66.5M | 339,096 | 0.08% | 26q | +7.1%+$4.4M |
| AMERIPRISE FINANCIAL INC | $62.3M | 318,192 | 0.01% | 31q | -49.3%-$60.6M |
| UBS Group AG | $61.9M | 316,099 | 0.01% | 31q | -12.5%-$8.9M |
| RAYMOND JAMES FINANCIAL INC | $57.5M | 293,593 | 0.02% | 7q | +5.2%+$2.8M |
| PGIM Custom Harvest LLC | $48.5M | 247,584 | 0.61% | 19q | +16.1%+$6.7M |
| Rockefeller Capital Management L.P. | $40.7M | 207,697 | 0.06% | 28q | +0.6%+$228.0K |
| Cetera Investment Advisers | $39.0M | 199,122 | 0.04% | 23q | +5.9%+$2.2M |
| ROYAL BANK OF CANADA | $36.5M | 186,391 | 0.01% | 31q | +2.1%+$746.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $35.1M | 179,111 | 0.04% | 31q | -1.6%-$575.6K |
| Corient Private Wealth LP | $33.9M | 173,032 | 0.02% | 15q | +70.0%+$13.9M |
| Ameritas Advisory Services, LLC | $33.0M | 168,766 | 0.67% | 19q | +47.1%+$10.6M |
| CAPTRUST FINANCIAL ADVISORS | $30.4M | 155,280 | 0.05% | 23q | -3.3%-$1.0M |
| Nan Shan Life Insurance Co., Ltd. | $29.4M | 150,369 | 0.92% | 2q | +41.9%+$8.7M |
| MML INVESTORS SERVICES, LLC | $24.3M | 124,338 | 0.05% | 31q | +26.5%+$5.1M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $21.5M | 109,863 | 1.02% | 25q | +2.9%+$610.3K |
| JPMORGAN CHASE & CO | $20.7M | 104,159 | 0.00% | 31q | +6.3%+$1.2M |
| STIFEL FINANCIAL CORP | $20.4M | 104,058 | 0.02% | 31q | +2.0%+$393.1K |
| Allied Investment Advisors, LLC | $17.9M | 91,546 | 2.25% | 12q | +2.2%+$378.5K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $17.7M | 90,467 | 1.03% | 30q | -0.6%-$115.7K |
| SWAN Capital LLC | $16.3M | 83,344 | 5.58% | 13q | +13.5%+$1.9M |
| MERCER GLOBAL ADVISORS INC /ADV | $15.9M | 81,164 | 0.01% | 21q | +120.5%+$8.7M |
| Unconventional Investor, LLC | $15.5M | 79,370 | 6.43% | 19q | HELD |
| Lido Advisors, LLC | $15.0M | 76,673 | 0.04% | 24q | +4.9%+$701.3K |
| HighTower Advisors, LLC | $12.4M | 63,292 | 0.01% | 22q | +13.7%+$1.5M |
| Nelson Capital Management, LLC | $12.0M | 61,096 | 1.31% | 29q | -0.7%-$80.1K |
| BLAIR WILLIAM & CO/IL | $11.6M | 59,265 | 0.03% | 31q | +1.1%+$120.8K |
| Cerity Partners LLC | $11.6M | 59,153 | 0.01% | 15q | -2.2%-$259.3K |
| American Investment Services, Inc. | $10.8M | 55,147 | 2.28% | 31q | +3.5%+$369.5K |
| PNC Financial Services Group, Inc. | $10.5M | 53,732 | 0.01% | 31q | -5.0%-$552.2K |
| Pallas Capital Advisors LLC | $10.5M | 53,620 | 0.32% | 12q | +2.2%+$225.9K |
| TRUIST FINANCIAL CORP | $10.5M | 53,532 | 0.01% | 27q | +2.8%+$290.1K |
| HARBOUR INVESTMENTS, INC. | $9.9M | 50,755 | 0.13% | 21q | +3.9%+$369.9K |
| Private Advisor Group, LLC | $9.4M | 47,855 | 0.04% | 31q | -6.9%-$691.7K |
| JONES FINANCIAL COMPANIES LLLP | $9.2M | 46,171 | 0.00% | 21q | +20.0%+$1.5M |
| Greenline Partners, LLC | $8.6M | 44,037 | 0.88% | 25q | +3.4%+$285.0K |
| NewEdge Advisors, LLC | $8.6M | 43,979 | 0.03% | new | NEW |
| Goldstone Financial Group, LLC | $8.2M | 41,908 | 0.75% | 9q | -13.7%-$1.3M |
| EXCHANGE TRADED CONCEPTS, LLC | $7.2M | 37,012 | 0.02% | 10q | +1.1%+$82.2K |
| KCM INVESTMENT ADVISORS LLC | $6.9M | 35,355 | 0.21% | 30q | -0.8%-$56.2K |
| Creative Planning | $6.7M | 34,367 | 0.00% | 31q | +4.3%+$276.8K |
| Foundations Investment Advisors, LLC | $6.6M | 33,513 | 0.07% | 14q | +4.1%+$256.6K |
| Quadrature Capital Ltd | $6.4M | 32,779 | 0.05% | 3q | -20.4%-$1.6M |
| Farther Finance Advisors, LLC | $6.3M | 32,181 | 0.05% | 12q | +5.5%+$328.4K |
| Atria Investments, Inc | $6.2M | 31,547 | 0.06% | 10q | +39.3%+$1.7M |
| Bryn Mawr Trust Advisors, LLC | $6.2M | 31,426 | 0.27% | 15q | -1.3%-$80.6K |
| Integrated Wealth Concepts LLC | $5.9M | 30,290 | 0.03% | 28q | +16.9%+$858.6K |
| Hamilton Wealth, LLC | $5.9M | 29,950 | 1.07% | 11q | -68.6%-$12.8M |
| Mittelman Wealth Management | $5.8M | 5,623 | 3.85% | 4q | -76.0%-$18.4M |
| IFG Advisory, LLC | $5.8M | 29,727 | 0.20% | new | NEW |
| Kestra Advisory Services, LLC | $5.6M | 28,435 | 0.02% | 24q | -22.3%-$1.6M |
| Porter White Investment Advisors, Inc. | $5.5M | 28,323 | 2.13% | 15q | -1.0%-$54.4K |
| Apollon Financial, LLC | $5.5M | 28,156 | 0.65% | 7q | +4.0%+$211.0K |
| Beacon Pointe Advisors, LLC | $5.5M | 27,918 | 0.03% | 18q | -1.1%-$59.5K |
| David Kennon Inc | $5.4M | 27,602 | 1.79% | 10q | -37.5%-$3.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.3M | 3,496 | 0.00% | 31q | HELD |
| BARD ASSOCIATES INC | $5.3M | 27,133 | 1.18% | 10q | +1.1%+$56.4K |
| Mariner, LLC | $5.3M | 27,014 | 0.01% | 17q | -34.4%-$2.8M |
| Retirement Planning Group, LLC | $5.3M | 26,991 | 0.13% | 11q | +159.9%+$3.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.0M | 25,624 | 0.01% | 12q | +87.2%+$2.3M |
| Moss Adams Wealth Advisors LLC | $5.0M | 25,569 | 0.31% | 7q | HELD |
| NOMURA ASSET MANAGEMENT CO LTD | $4.9M | 25,000 | 0.01% | 20q | -3.8%-$195.7K |
| New England Private Wealth Advisors LLC | $4.8M | 24,515 | 0.46% | 10q | +0.7%+$31.2K |
| MRA Advisory Group | $4.7M | 24,168 | 1.71% | 7q | -0.6%-$28.2K |
| Venturi Wealth Management, LLC | $4.6M | 23,736 | 0.18% | 3q | HELD |
| Dakota Wealth Management | $4.5M | 23,185 | 0.09% | 16q | -12.4%-$643.4K |
| DMKC Advisory Services, LLC | $4.3M | 22,180 | 0.82% | 7q | +11.4%+$445.3K |
| Legacy Financial Group LLC | $4.3M | 22,171 | 0.49% | 3q | +0.6%+$24.3K |
| FMR LLC | $4.3M | 22,076 | 0.00% | 31q | +18.2%+$664.5K |
| FIFTH THIRD BANCORP | $4.2M | 21,505 | 0.01% | 31q | -2.5%-$107.6K |
| GOLDMAN SACHS GROUP INC | $4.1M | 21,102 | 0.00% | 31q | HELD |
| Pathstone Holdings, LLC | $4.1M | 21,042 | 0.01% | 11q | +11.0%+$408.9K |
| Wilmington Savings Fund Society, FSB | $4.0M | 20,207 | 0.09% | 8q | HELD |
| Aspire Capital Advisors LLC | $3.9M | 20,021 | 0.76% | 7q | +1134.3%+$3.6M |
| Capital Investment Advisory Services, LLC | $3.8M | 19,467 | 0.24% | 31q | +5.0%+$182.2K |
| Strengthening Families & Communities, LLC | $3.8M | 19,381 | 0.84% | 19q | +4.8%+$174.4K |
| J.W. COLE ADVISORS, INC. | $3.8M | 19,331 | 0.06% | 24q | -2.7%-$106.7K |
| Quantinno Capital Management LP | $3.8M | 19,258 | 0.00% | 8q | +12.7%+$424.0K |
| M&T Bank Corp | $3.7M | 19,087 | 0.01% | 26q | -3.1%-$121.4K |
| Tranquilli Financial Advisor LLC | $3.7M | 19,079 | 2.01% | 10q | -3.4%-$132.9K |
| Sterling Investment Advisors, Ltd. | $3.7M | 18,832 | 0.62% | 31q | HELD |
| TD Waterhouse Canada Inc. | $3.7M | 19,012 | 0.01% | 19q | -1.5%-$55.1K |
| Ariston Services Group | $3.5M | 18,137 | 1.96% | 11q | HELD |
| O'ROURKE & COMPANY, Inc | $3.5M | 18,041 | 1.23% | 17q | +4.2%+$143.5K |
| Royal Fund Management, LLC | $3.5M | 18,041 | 0.29% | 15q | +8.9%+$289.1K |
| Praetorian Wealth Management, Inc. | $3.5M | 17,784 | 0.60% | 4q | +8.0%+$257.2K |
| White Lighthouse Investment Management Inc. | $3.4M | 17,610 | 0.43% | 24q | -5.9%-$218.0K |
| Reality Financial Planning Services, LLC | $3.4M | 17,460 | 3.30% | 3q | -8.2%-$306.9K |
| Wealthspire Advisors, LLC | $3.3M | 16,805 | 0.02% | 20q | +1.1%+$34.8K |
| Summit Financial, LLC | $3.3M | 16,802 | 0.04% | 11q | +9.9%+$297.1K |
| Pinnacle Wealth Management Group, Inc. | $3.3M | 16,697 | 1.52% | 6q | +1.1%+$36.8K |
| Comprehensive Money Management Services LLC | $3.2M | 16,569 | 2.04% | 7q | +2.7%+$86.3K |
| FFG RETIREMENT ADVISORS LLC | $3.2M | 16,509 | 1.71% | 15q | +1.9%+$59.3K |
Showing the largest 100 of 695 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 | 670 | $2.7B | 13,539,019 | 51 | 206 | 183 | 0.3% |
| Q1 2026 | 654 | $2.8B | 14,059,607 | 55 | 203 | 176 | 0.5% |
| Q4 2025 | 643 | $2.4B | 13,161,976 | 46 | 211 | 154 | 0.6% |
| Q3 2025 | 599 | $2.3B | 12,235,844 | 40 | 187 | 160 | 0.2% |
| Q2 2025 | 592 | $2.3B | 12,714,629 | 50 | 189 | 150 | 0.4% |
| Q1 2025 | 572 | $2.0B | 11,661,686 | 52 | 199 | 157 | 0.6% |
| Q4 2024 | 565 | $2.0B | 12,009,637 | 55 | 190 | 125 | 0.9% |
| Q3 2024 | 516 | $1.9B | 10,967,730 | 68 | 153 | 149 | 0.5% |
| Q2 2024 | 475 | $1.7B | 11,345,699 | 45 | 124 | 159 | 0.4% |
| Q1 2024 | 449 | $1.8B | 12,664,713 | 50 | 151 | 122 | 0.5% |
| Q4 2023 | 448 | $1.4B | 9,842,454 | 51 | 121 | 161 | 0.8% |
| Q3 2023 | 432 | $1.4B | 10,861,325 | 39 | 143 | 129 | 0.5% |
| Q2 2023 | 439 | $1.2B | 8,577,370 | 36 | 96 | 154 | 0.8% |
| Q1 2023 | 428 | $1.3B | 8,368,007 | 27 | 123 | 131 | 0.9% |
| Q4 2022 | 408 | $1.3B | 8,463,933 | 50 | 127 | 98 | 0.8% |
| Q3 2022 | 465 | $1.4B | 9,662,082 | 37 | 150 | 115 | 0.9% |
| Q2 2022 | 465 | $1.3B | 8,689,228 | 50 | 154 | 116 | 1.1% |
| Q1 2022 | 452 | $2.0B | 12,381,285 | 45 | 156 | 117 | 0.7% |
| Q4 2021 | 432 | $1.5B | 9,719,351 | 45 | 148 | 80 | 0.8% |
| Q3 2021 | 382 | $1.3B | 9,455,997 | 32 | 132 | 80 | 0.6% |
| Q2 2021 | 374 | $1.2B | 8,475,045 | 38 | 128 | 88 | 0.6% |
| Q1 2021 | 368 | $1.2B | 8,392,138 | 40 | 113 | 113 | 0.8% |
| Q4 2020 | 373 | $1.2B | 8,327,051 | 34 | 98 | 97 | 1.5% |
| Q3 2020 | 334 | $1.1B | 8,141,482 | 36 | 91 | 107 | 0.9% |
| Q2 2020 | 320 | $972.9M | 7,784,687 | 34 | 95 | 105 | 0.8% |
| Q1 2020 | 335 | $989.7M | 8,726,757 | 36 | 104 | 102 | 0.6% |
| Q4 2019 | 342 | $1.2B | 8,261,330 | 37 | 98 | 87 | 0.8% |
| Q3 2019 | 297 | $1.2B | 8,459,407 | 30 | 94 | 76 | 0.7% |
| Q2 2019 | 285 | $1.0B | 7,661,325 | 41 | 92 | 61 | 1.3% |
| Q1 2019 | 267 | $1.1B | 8,483,839 | 33 | 90 | 58 | 0.5% |
| Q4 2018 | 248 | $757.3M | 6,389,768 | 7 | 7 | 0 | 0.5% |