VANGUARD WORLD FD (VSGX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
458
Reporting holders
$2.0B
Reported value
0.0%
Held as options
+38
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 |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | $339.9M | 4,128,548 | 1.16% | 2q | +2.6%+$8.7M |
| MORGAN STANLEY | $133.5M | 1,620,723 | 0.01% | 29q | +2.6%+$3.4M |
| Creative Planning | $131.6M | 1,598,757 | 0.08% | 29q | +1.6%+$2.1M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | $76.4M | 927,845 | 14.76% | new | FIRST |
| ROYAL BANK OF CANADA | $50.8M | 616,353 | 0.01% | 31q | +7.7%+$3.6M |
| Harpswell Capital Advisors, LLC | $47.1M | 571,525 | 30.20% | 4q | HELD |
| IMA Advisory Services, Inc. | $39.8M | 483,384 | 2.49% | 4q | +0.8%+$321.8K |
| Boston Trust Walden Corp | $37.9M | 460,280 | 0.29% | 23q | +15.8%+$5.2M |
| RAYMOND JAMES FINANCIAL INC | $37.5M | 455,867 | 0.01% | 7q | +3.2%+$1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $36.4M | 442,298 | 0.02% | 23q | +406.7%+$29.2M |
| SCS Capital Management LLC | $35.6M | 432,269 | 0.34% | 29q | -1.5%-$557.8K |
| Evelyn Partners Group Ltd | $29.6M | 226,203 | 0.06% | new | FIRST |
| Prime Buchholz LLC | $26.2M | 318,254 | 9.45% | 7q | +10.6%+$2.5M |
| Facet Wealth, Inc. | $25.8M | 313,891 | 0.37% | 21q | -0.7%-$178.4K |
| AMERIPRISE FINANCIAL INC | $25.6M | 311,309 | 0.01% | 26q | -50.1%-$25.7M |
| Apella Capital, LLC | $24.7M | 305,254 | 0.35% | 23q | HELD |
| Cerity Partners LLC | $22.1M | 268,473 | 0.03% | 19q | +4.3%+$909.5K |
| Sellwood Investment Partners LLC | $21.2M | 257,549 | 7.48% | 7q | -6.0%-$1.4M |
| HighTower Advisors, LLC | $20.3M | 246,124 | 0.02% | 22q | -1.0%-$196.2K |
| NORTHSTAR ASSET MANAGEMENT INC | $20.1M | 244,109 | 5.89% | 3q | +32.5%+$4.9M |
| BANK OF AMERICA CORP /DE/ | $20.1M | 243,546 | 0.00% | 31q | -0.9%-$181.1K |
| UBS Group AG | $19.4M | 235,260 | 0.00% | 30q | +2.9%+$548.0K |
| Angeles Investment Advisors, LLC | $19.3M | 234,590 | 1.16% | 17q | +35.9%+$5.1M |
| Beacon Pointe Advisors, LLC | $18.2M | 220,509 | 0.08% | 25q | +13.5%+$2.2M |
| LifeGuide Financial Advisors, LLC | $16.5M | 200,730 | 4.71% | 14q | +2.5%+$409.4K |
| Mariner, LLC | $16.5M | 200,454 | 0.02% | 18q | +5.6%+$881.6K |
| JONES FINANCIAL COMPANIES LLLP | $15.8M | 195,053 | 0.01% | 19q | +16.6%+$2.3M |
| Baird Financial Group, Inc. | $15.7M | 190,573 | 0.02% | 26q | +7.0%+$1.0M |
| MISSION WEALTH MANAGEMENT, LP | $13.9M | 169,253 | 0.17% | 16q | +15.3%+$1.9M |
| LPL Financial LLC | $13.6M | 164,872 | 0.00% | 23q | +9.9%+$1.2M |
| SPINNAKER TRUST | $12.9M | 156,368 | 0.63% | 25q | -4.8%-$643.5K |
| ENVESTNET ASSET MANAGEMENT INC | $12.6M | 153,237 | 0.00% | 25q | -5.5%-$731.7K |
| Human Investing LLC | $12.1M | 157,034 | 0.83% | 31q | +97.8%+$6.0M |
| Joel Adams & Associates, Inc. | $11.9M | 144,564 | 7.64% | 7q | +1.4%+$160.2K |
| Fiduciary Trust Co | $11.2M | 135,607 | 0.12% | 26q | -0.8%-$90.2K |
| GOLDMAN SACHS GROUP INC | $11.1M | 134,564 | 0.00% | 22q | +16.5%+$1.6M |
| ST GERMAIN D J CO INC | $11.1M | 134,393 | 0.40% | 22q | HELD |
| Crewe Advisors LLC | $10.9M | 132,891 | 0.79% | 27q | HELD |
| Orgel Wealth Management, LLC | $10.3M | 124,727 | 0.19% | 28q | -1.1%-$113.0K |
| SageView Advisory Group, LLC | $10.1M | 123,020 | 0.33% | 11q | +1.4%+$139.8K |
| MAI Capital Management | $9.9M | 120,424 | 0.04% | 7q | +2312.8%+$9.5M |
| Garde Capital, Inc. | $9.9M | 120,137 | 0.44% | 26q | -4.3%-$440.3K |
| TIAA TRUST, NATIONAL ASSOCIATION | $9.9M | 119,742 | 0.58% | new | NEW |
| Leith Wheeler Investment Counsel Ltd. | $9.1M | 110,347 | 0.69% | new | NEW |
| Diversified Portfolios, Inc. | $8.7M | 105,950 | 0.63% | 28q | -11.2%-$1.1M |
| Composition Wealth, LLC | $8.6M | 104,488 | 0.10% | 5q | HELD |
| Stewardship Advisors, LLC | $8.5M | 103,016 | 1.76% | 27q | -33.1%-$4.2M |
| Corient Private Wealth LP | $8.4M | 102,282 | 0.01% | 15q | +106.3%+$4.3M |
| Farrell Financial LLC | $7.9M | 95,680 | 4.26% | 11q | +2.5%+$194.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.8M | 95,256 | 0.00% | 18q | -0.7%-$53.9K |
| Cetera Investment Advisers | $7.6M | 92,093 | 0.01% | 10q | +3.8%+$276.2K |
| Sanchez Levi Garrett | $7.6M | 91,904 | 4.11% | 2q | +5.5%+$392.9K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $7.3M | 88,137 | 0.74% | 26q | HELD |
| Advisory Services Network, LLC | $7.1M | 86,226 | 0.08% | 27q | +3.2%+$217.5K |
| Focus Partners Wealth | $7.1M | 85,820 | 0.01% | 8q | +0.9%+$60.6K |
| US BANCORP \DE\ | $6.8M | 82,589 | 0.01% | 15q | HELD |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $6.8M | 82,246 | 0.10% | 30q | -1.7%-$118.7K |
| Westfuller Advisors, LLC | $6.6M | 80,589 | 2.42% | 8q | +25.0%+$1.3M |
| Quent Capital, LLC | $6.6M | 80,154 | 0.41% | 19q | -0.6%-$43.1K |
| White Lighthouse Investment Management Inc. | $6.6M | 80,017 | 0.82% | 28q | +2.6%+$166.7K |
| Promethos Capital, LLC | $6.3M | 76,387 | 1.71% | new | NEW |
| Cresset Asset Management, LLC | $6.2M | 75,557 | 0.02% | 13q | HELD |
| Bank of New York Mellon Corp | $5.9M | 71,869 | 0.00% | 10q | +2.1%+$120.6K |
| DeDora Capital, Inc. | $5.7M | 69,688 | 1.25% | 18q | +10.9%+$564.4K |
| New Covenant Trust Company, N.A. | $5.7M | 69,287 | 4.30% | 10q | HELD |
| MML INVESTORS SERVICES, LLC | $5.6M | 68,059 | 0.01% | 24q | +9.4%+$483.6K |
| ORSER CAPITAL MANAGEMENT, LLC | $5.1M | 61,805 | 2.53% | 5q | +1.2%+$59.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 61,377 | 0.01% | 30q | +2.9%+$142.0K |
| Fund Evaluation Group, LLC | $5.0M | 61,277 | 0.14% | 6q | +1.6%+$77.4K |
| AMG National Trust Bank | $5.0M | 61,124 | 0.10% | 25q | -7.4%-$402.1K |
| BLUESTEM FINANCIAL ADVISORS, LLC | $5.0M | 60,742 | 1.75% | 25q | +3.5%+$170.9K |
| Koss-Olinger Consulting, LLC | $4.8M | 58,316 | 0.37% | 9q | +0.8%+$39.9K |
| BROWN ADVISORY INC | $4.4M | 53,483 | 0.01% | 3q | +1.3%+$54.8K |
| LFA - Lugano Financial Advisors SA | $4.3M | 52,553 | 2.60% | 3q | +18.7%+$682.6K |
| FFT WEALTH MANAGEMENT LLC | $4.2M | 54,924 | 0.65% | 2q | +100.5%+$2.1M |
| Carr Financial Group Corp | $4.1M | 50,200 | 0.95% | 14q | +19.6%+$676.2K |
| Ballentine Partners, LLC | $4.1M | 50,166 | 0.05% | 11q | +150.5%+$2.5M |
| Wealthfront Advisers LLC | $4.0M | 48,816 | 0.01% | 20q | +10.3%+$374.3K |
| CGC Financial Services, LLC | $3.9M | 46,915 | 0.87% | new | NEW |
| Ledyard National Bank | $3.6M | 43,914 | 0.29% | 24q | -7.5%-$294.0K |
| Balanced Rock Investment Advisors LLC | $3.6M | 43,732 | 2.25% | 11q | -3.5%-$131.7K |
| Savant Capital, LLC | $3.6M | 46,910 | 0.01% | 5q | +79.7%+$1.6M |
| Bear Mountain Capital, Inc. | $3.5M | 43,553 | 1.02% | 11q | +1.7%+$58.7K |
| CIBC Bancorp USA Inc. | $3.5M | 42,419 | 0.00% | new | NEW |
| Boston Standard Wealth Management, LLC | $3.5M | 42,746 | 0.51% | 30q | -1.1%-$38.2K |
| Pathstone Holdings, LLC | $3.5M | 42,218 | 0.01% | 11q | -3.8%-$138.5K |
| BFSG, LLC | $3.4M | 41,538 | 0.30% | 13q | HELD |
| RAFFA WEALTH MANAGEMENT, LLC | $3.4M | 41,193 | 0.43% | 22q | +0.7%+$22.7K |
| DAVIS R M INC | $3.3M | 40,262 | 0.05% | 19q | +0.7%+$23.0K |
| Paragon Capital Management Ltd | $3.2M | 39,219 | 0.61% | 5q | +7.8%+$233.4K |
| Haverford Trust Co | $3.2M | 39,191 | 0.03% | 25q | HELD |
| OSAIC HOLDINGS, INC. | $3.0M | 36,776 | 0.00% | 26q | +120.3%+$1.7M |
| FMR LLC | $3.0M | 36,506 | 0.00% | 21q | +74.6%+$1.3M |
| GOULD ASSET MANAGEMENT LLC /CA/ | $3.0M | 36,491 | 0.47% | 31q | +7.3%+$205.0K |
| Sequoia Financial Advisors, LLC | $3.0M | 36,402 | 0.01% | 4q | -16.7%-$600.7K |
| Farther Finance Advisors, LLC | $2.9M | 35,653 | 0.02% | 15q | +33.5%+$735.4K |
| Vanguard National Trust Co | $2.9M | 35,583 | 0.16% | 2q | +1.5%+$43.0K |
| CAPTRUST FINANCIAL ADVISORS | $2.8M | 33,745 | 0.00% | 20q | -18.3%-$622.3K |
| HEADINVEST, LLC | $2.7M | 32,529 | 0.50% | 12q | +15.5%+$359.0K |
| Prospera Capital Management, LLC | $2.6M | 32,087 | 0.83% | new | NEW |
Showing the largest 100 of 478 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 | 458 | $2.0B | 24,188,707 | 57 | 165 | 104 | 0.0% |
| Q1 2026 | 420 | $1.6B | 22,451,898 | 31 | 147 | 109 | 0.0% |
| Q4 2025 | 408 | $1.6B | 21,853,537 | 34 | 132 | 108 | 0.0% |
| Q3 2025 | 378 | $1.4B | 20,288,456 | 36 | 120 | 104 | 0.0% |
| Q2 2025 | 352 | $1.3B | 19,218,660 | 35 | 115 | 99 | 0.0% |
| Q1 2025 | 333 | $1.0B | 17,301,515 | 21 | 117 | 96 | 0.0% |
| Q4 2024 | 334 | $1.0B | 17,868,033 | 20 | 128 | 81 | 0.0% |
| Q3 2024 | 325 | $974.0M | 15,859,652 | 36 | 117 | 68 | 0.0% |
| Q2 2024 | 302 | $995.8M | 17,377,109 | 25 | 109 | 73 | 0.0% |
| Q1 2024 | 290 | $1.0B | 18,177,186 | 25 | 103 | 69 | 0.0% |
| Q4 2023 | 284 | $1.2B | 21,401,323 | 32 | 101 | 72 | 0.0% |
| Q3 2023 | 248 | $935.7M | 18,560,613 | 10 | 99 | 56 | 0.0% |
| Q2 2023 | 260 | $1.1B | 19,976,592 | 17 | 98 | 59 | 0.0% |
| Q1 2023 | 254 | $968.2M | 18,490,025 | 29 | 82 | 67 | 0.0% |
| Q4 2022 | 232 | $617.4M | 12,530,829 | 48 | 72 | 62 | 0.0% |
| Q3 2022 | 236 | $605.0M | 13,880,064 | 19 | 104 | 58 | 0.0% |
| Q2 2022 | 250 | $756.4M | 15,422,843 | 22 | 114 | 65 | 0.0% |
| Q1 2022 | 260 | $845.3M | 14,793,360 | 36 | 105 | 58 | 0.0% |
| Q4 2021 | 251 | $872.7M | 14,070,667 | 29 | 102 | 33 | 0.0% |
| Q3 2021 | 208 | $726.4M | 11,762,280 | 24 | 102 | 30 | 0.0% |
| Q2 2021 | 193 | $650.4M | 10,144,568 | 21 | 104 | 23 | 0.0% |
| Q1 2021 | 183 | $622.6M | 10,144,664 | 22 | 97 | 19 | 0.0% |
| Q4 2020 | 166 | $672.6M | 11,345,379 | 33 | 73 | 15 | 0.0% |
| Q3 2020 | 130 | $543.2M | 10,547,696 | 24 | 52 | 23 | 0.0% |
| Q2 2020 | 113 | $477.3M | 9,900,702 | 28 | 46 | 17 | 0.0% |
| Q1 2020 | 98 | $353.4M | 8,589,323 | 30 | 49 | 6 | 0.0% |
| Q4 2019 | 77 | $350.4M | 6,553,823 | 15 | 35 | 5 | 0.0% |
| Q3 2019 | 59 | $279.8M | 5,678,020 | 18 | 21 | 6 | 0.0% |
| Q2 2019 | 42 | $51.9M | 1,038,663 | 9 | 21 | 1 | 0.0% |
| Q1 2019 | 37 | $35.6M | 728,270 | 14 | 8 | 1 | 0.0% |
| Q4 2018 | 22 | $13.3M | 298,967 | 1 | 0 | 0 | 0.0% |