DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (EDV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
193
Reporting holders
$1.1B
Reported value
1.7%
Calls
1.4%
Puts
+4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MIDLAND WEALTH ADVISORS, LLC | $105.7M | 1,624,765 | 4.97% | 6q | +12.6%+$11.8M |
| BANK OF AMERICA CORP /DE/ | $99.9M | 1,535,349 | 0.01% | 31q | -1.0%-$1.0M |
| MORGAN STANLEY | $57.6M | 884,309 | 0.00% | 35q | -15.3%-$10.4M |
| RWA WEALTH PARTNERS, LLC | $57.0M | 875,815 | 0.55% | 7q | HELD |
| LPL Financial LLC | $54.1M | 830,743 | 0.01% | 31q | -2.9%-$1.6M |
| Mirae Asset Global Investments Co., Ltd. | $51.4M | 789,777 | 0.08% | 10q | -25.2%-$17.3M |
| CAPITAL CITY TRUST CO/FL | $49.8M | 764,715 | 10.32% | 3q | +15.2%+$6.6M |
| HANTZ FINANCIAL SERVICES, INC. | $48.0M | 736,865 | 0.65% | 9q | -18.8%-$11.1M |
| CITADEL ADVISORS LLC | $37.7M incl. $9.5M options CALL+PUT | 433,355 | 0.00% | 24q | HELD |
| SBI Securities Co., Ltd. | $30.2M | 463,578 | 0.69% | 7q | -19.9%-$7.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $25.3M incl. $18.3M options CALL+PUT | 106,334 | 0.00% | 23q | +134.2%+$14.5M |
| EP Wealth Advisors, LLC | $24.1M | 369,723 | 0.09% | 2q | +1.3%+$309.1K |
| Valtinson Bruner Financial Planning LLC | $21.8M | 335,469 | 5.47% | 8q | +1.4%+$308.9K |
| Cadence Wealth Management LLC | $17.9M | 275,654 | 8.03% | 4q | -28.1%-$7.0M |
| ALLIANCEBERNSTEIN L.P. | $16.9M | 260,730 | 0.01% | 7q | +1.2%+$198.2K |
| Fluent Financial, LLC | $16.6M | 254,318 | 5.91% | 4q | -52.1%-$18.0M |
| Hamilton Capital Partners Inc. | $14.8M | 227,755 | 0.43% | 11q | +10.9%+$1.5M |
| Harvest Portfolios Group Inc. | $14.4M | 221,743 | 0.20% | 9q | -32.1%-$6.8M |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $14.4M | 220,523 | 3.53% | 4q | +224.6%+$9.9M |
| MML INVESTORS SERVICES, LLC | $14.3M | 219,406 | 0.03% | 31q | HELD |
| Cetera Investment Advisers | $13.6M | 208,896 | 0.01% | 14q | -16.7%-$2.7M |
| One Wealth Map LLC | $13.3M | 221,145 | 6.05% | 11q | +21.7%+$2.4M |
| Tidal Investments LLC | $12.4M | 190,626 | 0.02% | 2q | +1.5%+$187.9K |
| WELLS FARGO & COMPANY/MN | $12.1M | 185,197 | 0.00% | 31q | -1.5%-$185.9K |
| Quadrature Capital Ltd | $11.6M | 177,530 | 0.10% | new | NEW |
| Jump Financial, LLC | $11.6M | 177,514 | 0.09% | 2q | +12.1%+$1.3M |
| AMERIPRISE FINANCIAL INC | $11.4M | 174,551 | 0.00% | 31q | +5.7%+$611.0K |
| Savant Capital, LLC | $10.9M | 167,592 | 0.03% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $10.7M | 164,104 | 0.01% | 18q | HELD |
| UBS Group AG | $10.4M | 160,476 | 0.00% | 31q | +85.3%+$4.8M |
| FLOW TRADERS U.S. LLC | $10.3M | 158,645 | 0.42% | 3q | +49.1%+$3.4M |
| Sellwood Investment Partners LLC | $8.4M | 128,316 | 2.95% | 7q | +12.6%+$931.8K |
| NBT BANK, N.A. | $8.2M | 126,670 | 0.55% | 2q | -33.9%-$4.2M |
| Institute for Wealth Management, LLC. | $8.0M | 122,588 | 0.70% | 5q | +181.9%+$5.1M |
| Professional Financial Management, Inc. | $7.9M | 121,134 | 8.00% | 3q | +6.7%+$497.3K |
| ROYAL BANK OF CANADA | $7.1M | 109,672 | 0.00% | 31q | -18.8%-$1.7M |
| PNC Financial Services Group, Inc. | $7.1M | 108,677 | 0.00% | 24q | +15.2%+$933.3K |
| JANE STREET GROUP, LLC | $6.8M CALL+PUT | options only | 0.00% | 8q | OPTIONS |
| Advisory Services Network, LLC | $6.2M | 95,810 | 0.07% | 16q | -0.5%-$31.8K |
| Causey Wealth LLC | $6.0M | 92,337 | 2.35% | 7q | -31.7%-$2.8M |
| Baird Financial Group, Inc. | $6.0M | 92,039 | 0.01% | 2q | -3.6%-$222.4K |
| RiverFront Investment Group, LLC | $6.0M | 91,887 | 0.08% | 13q | +63.6%+$2.3M |
| NORTHERN TRUST CORP | $5.6M | 86,178 | 0.00% | 15q | -6.6%-$395.0K |
| OSAIC HOLDINGS, INC. | $5.4M | 83,323 | 0.01% | 26q | -30.0%-$2.3M |
| Fermata Advisors, LLC | $5.3M | 81,037 | 1.07% | 18q | -15.1%-$937.2K |
| CLEAR INVESTMENT RESEARCH, LLC | $5.2M | 80,291 | 8.13% | 8q | HELD |
| Beverly Hills Private Wealth, LLC | $5.2M | 79,468 | 0.99% | 7q | +19.4%+$838.9K |
| TECTONIC ADVISORS LLC | $4.9M | 74,544 | 0.23% | 23q | +3.5%+$165.2K |
| &PARTNERS | $4.7M | 72,509 | 0.02% | 8q | +40.8%+$1.4M |
| GOLDMAN SACHS GROUP INC | $4.5M | 69,830 | 0.00% | 9q | +2.1%+$93.7K |
| CAPTRUST FINANCIAL ADVISORS | $4.3M | 65,553 | 0.01% | 24q | +274.6%+$3.1M |
| Sankala Group LLC | $4.0M | 67,078 | 2.64% | 3q | +19.9%+$657.4K |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 60,230 | 0.00% | 7q | -72.8%-$10.5M |
| First Commonwealth Financial Corp /PA/ | $3.7M | 56,444 | 0.51% | 4q | HELD |
| Cassaday & Co Wealth Management LLC | $3.4M | 52,741 | 0.06% | 15q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $3.4M | 52,154 | 0.00% | 31q | -70.3%-$8.1M |
| Tower Research Capital LLC (TRC) | $3.1M | 47,211 | 0.08% | 2q | +590037.5%+$3.1M |
| NOTTINGHAM ADVISORS, INC. | $3.0M | 48,465 | 0.36% | 7q | +59.1%+$1.1M |
| Meridian Wealth Management, LLC | $2.8M | 43,247 | 0.09% | 7q | +0.7%+$19.5K |
| JONES FINANCIAL COMPANIES LLLP | $2.5M | 38,582 | 0.00% | 10q | +34.3%+$651.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.5M | 38,089 | 0.05% | new | NEW |
| Sigma Planning Corp | $2.3M | 35,302 | 0.06% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.3M | 35,119 | 0.28% | new | FIRST |
| Cambridge Investment Research Advisors, Inc. | $2.2M | 34,102 | 0.00% | 31q | -85.2%-$12.8M |
| GTS SECURITIES LLC | $2.0M | 31,299 | 0.04% | new | NEW |
| Decker Retirement Planning Inc. | $1.9M | 28,575 | 0.63% | 7q | +23.3%+$351.5K |
| FIDUCIARY FINANCIAL ADVISORS | $1.8M | 27,219 | 0.18% | new | NEW |
| CITIGROUP INC | $1.6M | 24,564 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $1.6M | 24,288 | 0.00% | 21q | +489.2%+$1.3M |
| Lifetime Wealth Management P.C. | $1.5M | 23,637 | 0.90% | 3q | +3.3%+$48.6K |
| Englebert Financial Advisers, LLC | $1.5M | 23,579 | 1.51% | 3q | -12.6%-$221.4K |
| NewEdge Wealth, LLC | $1.5M | 22,686 | 0.01% | 3q | +13.0%+$169.9K |
| Mariner, LLC | $1.5M | 22,561 | 0.00% | 13q | -36.3%-$836.3K |
| SCOTIA CAPITAL INC. | $1.4M | 21,976 | 0.01% | new | NEW |
| STIFEL FINANCIAL CORP | $1.4M | 21,026 | 0.00% | 19q | -4.9%-$70.1K |
| Conrad Siegel Investment Advisors, Inc. | $1.4M | 21,004 | 0.22% | 10q | -80.7%-$5.7M |
| Rareview Capital LLC | $1.3M | 18,894 | 0.71% | 4q | -37.8%-$771.3K |
| Trivium Point Advisory, LLC | $1.2M | 19,109 | 0.11% | new | NEW |
| Gladstone Institutional Advisory LLC | $1.1M | 16,765 | 0.03% | 16q | -23.9%-$343.0K |
| Argentarii, LLC | $1.1M | 17,624 | 0.32% | 3q | +3.7%+$37.2K |
| Richmond Brothers, Inc. | $1.0M | 15,897 | 0.54% | 3q | -46.7%-$906.7K |
| Farther Finance Advisors, LLC | $980.1K | 15,053 | 0.01% | 7q | -2.9%-$28.9K |
| MAI Capital Management | $963.8K | 14,809 | 0.00% | 7q | +1556.5%+$905.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $952.1K | 14,629 | 0.00% | 31q | -47.7%-$867.9K |
| AE Wealth Management LLC | $934.3K | 14,356 | 0.00% | 24q | +2.7%+$24.4K |
| Steward Partners Investment Advisory, LLC | $900.0K | 13,829 | 0.00% | 16q | +737.1%+$792.5K |
| JPMORGAN CHASE & CO | $900.0K | 13,588 | 0.00% | 17q | -99.7%-$271.0M |
| GUIDANCE CAPITAL, INC | $885.0K | 14,322 | 0.19% | 2q | +11.5%+$91.0K |
| Stokes Family Office, LLC | $832.5K | 12,792 | 0.10% | 5q | -74.5%-$2.4M |
| PARK AVENUE SECURITIES LLC | $823.0K | 12,650 | 0.01% | 5q | +10.1%+$75.6K |
| Kovack Advisors, Inc. | $790.5K | 12,172 | 0.04% | 3q | +9.0%+$64.9K |
| Johnson & White Wealth Management, LLC | $742.7K | 11,413 | 0.28% | 7q | -20.6%-$193.2K |
| NewEdge Advisors, LLC | $729.0K | 11,202 | 0.00% | new | NEW |
| Legacy Private Trust Co. | $725.4K | 11,147 | 0.04% | 15q | -65.7%-$1.4M |
| Harpswell Capital Advisors, LLC | $704.5K | 10,825 | 0.45% | 4q | -59.4%-$1.0M |
| Creative Planning | $703.8K | 10,814 | 0.00% | 2q | -35.0%-$378.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $695.7K | 11,175 | 0.00% | new | NEW |
| SageView Advisory Group, LLC | $685.7K | 10,536 | 0.02% | 9q | +1.2%+$8.1K |
| Leading Edge Financial Planning LLC | $618.8K | 9,509 | 0.11% | 14q | +16.1%+$85.8K |
| World Investment Advisors | $580.5K | 8,923 | 0.01% | 3q | -15.5%-$106.6K |
Showing the largest 100 of 193 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 56 | $270.1M | 4,871,083 | 11 | 22 | 13 | 0.0% |
| Q2 2026 | 193 | $1.1B | 16,701,300 | 33 | 59 | 66 | 3.1% |
| Q1 2026 | 189 | $1.5B | 22,225,748 | 24 | 55 | 74 | 2.5% |
| Q4 2025 | 207 | $1.3B | 18,589,392 | 41 | 64 | 58 | 4.3% |
| Q3 2025 | 177 | $1.2B | 16,272,949 | 21 | 67 | 49 | 4.4% |
| Q2 2025 | 184 | $1.1B | 15,245,936 | 30 | 52 | 62 | 5.5% |
| Q1 2025 | 200 | $1.4B | 18,671,914 | 46 | 52 | 68 | 4.0% |
| Q4 2024 | 186 | $1.3B | 19,090,444 | 29 | 53 | 62 | 2.9% |
| Q3 2024 | 186 | $1.3B | 15,821,916 | 35 | 80 | 43 | 4.7% |
| Q2 2024 | 175 | $993.4M | 13,129,055 | 36 | 67 | 46 | 2.9% |
| Q1 2024 | 171 | $1.1B | 13,959,888 | 27 | 63 | 56 | 2.3% |
| Q4 2023 | 185 | $1.2B | 14,170,300 | 56 | 56 | 53 | 2.0% |
| Q3 2023 | 144 | $704.3M | 9,714,095 | 25 | 49 | 50 | 2.9% |
| Q2 2023 | 153 | $742.2M | 8,248,198 | 49 | 55 | 32 | 3.0% |
| Q1 2023 | 125 | $616.9M | 6,559,991 | 33 | 46 | 27 | 3.6% |
| Q4 2022 | 111 | $469.0M | 5,540,718 | 28 | 37 | 30 | 2.1% |
| Q3 2022 | 104 | $824.6M | 9,273,576 | 24 | 40 | 16 | 1.6% |
| Q2 2022 | 105 | $835.1M | 8,200,320 | 17 | 34 | 35 | 1.2% |
| Q1 2022 | 123 | $1.9B | 15,457,414 | 33 | 37 | 26 | 0.5% |
| Q4 2021 | 111 | $2.0B | 13,657,345 | 19 | 33 | 27 | 4.0% |
| Q3 2021 | 97 | $551.2M | 3,795,461 | 22 | 35 | 19 | 6.7% |
| Q2 2021 | 91 | $389.6M | 2,695,373 | 9 | 34 | 28 | 6.4% |
| Q1 2021 | 102 | $408.2M | 3,238,933 | 19 | 25 | 42 | 1.8% |
| Q4 2020 | 117 | $753.0M | 4,947,198 | 17 | 35 | 43 | 0.0% |
| Q3 2020 | 124 | $2.7B | 16,073,005 | 33 | 41 | 30 | 0.0% |
| Q2 2020 | 106 | $1.7B | 10,290,552 | 24 | 32 | 35 | 0.0% |
| Q1 2020 | 108 | $2.7B | 16,183,452 | 33 | 34 | 30 | 0.0% |
| Q4 2019 | 94 | $3.0B | 24,874,147 | 14 | 33 | 28 | 0.0% |
| Q3 2019 | 95 | $1.9B | 13,712,402 | 23 | 33 | 27 | 0.0% |
| Q2 2019 | 74 | $427.9M | 3,374,170 | 20 | 18 | 27 | 0.0% |
| Q1 2019 | 65 | $492.5M | 4,132,863 | 23 | 20 | 14 | 0.0% |
| Q4 2018 | 49 | $300.3M | 2,586,895 | 2 | 3 | 2 | 0.0% |