DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (MGC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
534
Reporting holders
$5.2B
Reported value
0.1%
Calls
0.0%
Puts
+23
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $922.1M | 3,369,826 | 0.22% | 31q | -0.8%-$7.5M |
| BANK OF AMERICA CORP /DE/ | $418.6M | 1,529,913 | 0.03% | 31q | -2.0%-$8.7M |
| New York Life Investment Management LLC | $199.9M | 730,563 | 1.40% | 25q | -1.9%-$3.8M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $172.5M | 630,488 | 1.29% | 4q | -2.7%-$4.8M |
| MORGAN STANLEY | $161.2M | 589,146 | 0.01% | 35q | -0.9%-$1.5M |
| WELLS FARGO & COMPANY/MN | $156.2M | 570,936 | 0.03% | 31q | -2.3%-$3.6M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $138.8M | 507,282 | 5.07% | 31q | +0.6%+$805.0K |
| UBS Group AG | $125.8M | 459,689 | 0.02% | 31q | -1.1%-$1.3M |
| LPL Financial LLC | $122.1M | 446,235 | 0.03% | 31q | -4.2%-$5.3M |
| Procyon Advisors, LLC | $120.7M | 441,124 | 5.21% | 4q | HELD |
| PNC Financial Services Group, Inc. | $118.9M | 434,711 | 0.06% | 31q | -0.7%-$815.7K |
| HUNTINGTON NATIONAL BANK | $112.0M | 409,444 | 0.54% | 31q | -6.1%-$7.3M |
| AMERIPRISE FINANCIAL INC | $99.8M | 364,847 | 0.02% | 31q | -5.8%-$6.2M |
| RAYMOND JAMES FINANCIAL INC | $94.0M | 343,460 | 0.03% | 7q | -1.6%-$1.6M |
| Cetera Investment Advisers | $81.9M | 299,443 | 0.07% | 31q | +2.6%+$2.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $78.8M | 287,972 | 0.04% | 31q | +3.0%+$2.3M |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $59.4M | 217,223 | 12.59% | 26q | +0.8%+$466.5K |
| Apella Capital, LLC | $57.9M | 211,482 | 0.82% | 25q | -2.7%-$1.6M |
| Verus Financial Partners, Inc. | $55.1M | 201,543 | 4.72% | 23q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $52.3M | 191,096 | 0.08% | 25q | -0.6%-$330.0K |
| Cambridge Investment Research Advisors, Inc. | $50.3M | 183,730 | 0.06% | 31q | +110.4%+$26.4M |
| Kestra Advisory Services, LLC | $48.9M | 178,867 | 0.16% | 24q | +285.1%+$36.2M |
| Forvis Mazars Wealth Advisors, LLC | $47.4M | 173,309 | 0.79% | 25q | -1.2%-$575.2K |
| TRUIST FINANCIAL CORP | $46.5M | 169,974 | 0.06% | 31q | -3.5%-$1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $45.3M | 165,661 | 0.06% | 31q | -4.7%-$2.3M |
| Rockefeller Capital Management L.P. | $43.5M | 158,902 | 0.07% | 22q | +3.2%+$1.3M |
| Black Diamond Financial, LLC | $41.0M | 149,997 | 3.62% | 31q | +33.8%+$10.4M |
| Orion Porfolio Solutions, LLC | $40.5M | 148,187 | 0.31% | 15q | -2.5%-$1.0M |
| IEQ CAPITAL, LLC | $40.0M | 146,188 | 0.18% | 17q | -7.6%-$3.3M |
| Mesirow Financial Investment Management, Inc. | $39.7M | 145,226 | 0.62% | 11q | +9.5%+$3.5M |
| ProVise Management Group, LLC | $38.1M | 139,081 | 2.55% | 24q | +2.3%+$849.6K |
| ROYAL BANK OF CANADA | $36.8M | 134,408 | 0.01% | 31q | -26.2%-$13.1M |
| One Capital Management, LLC | $33.8M | 143,204 | 0.94% | 13q | HELD |
| Piedmont Capital Management, LLC | $29.7M | 108,485 | 14.99% | new | NEW |
| Savant Capital, LLC | $28.5M | 103,295 | 0.08% | 31q | +739.3%+$25.1M |
| OSAIC HOLDINGS, INC. | $28.0M | 102,125 | 0.03% | 26q | +19.9%+$4.6M |
| Capital Investment Advisors, LLC | $27.8M | 101,496 | 0.37% | 31q | +13.9%+$3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $26.7M | 97,516 | 0.39% | 25q | +9.1%+$2.2M |
| Praetorian Wealth Management, Inc. | $25.9M | 94,598 | 4.47% | 5q | +1.8%+$464.1K |
| JPMORGAN CHASE & CO | $20.2M | 74,345 | 0.00% | 31q | -21.9%-$5.7M |
| JONES FINANCIAL COMPANIES LLLP | $19.7M | 73,871 | 0.01% | 10q | +16.0%+$2.7M |
| VSM Wealth Advisory, LLC | $19.1M | 69,643 | 5.06% | 7q | HELD |
| Creative Planning | $18.4M | 67,382 | 0.01% | 31q | -1.0%-$178.7K |
| COZAD ASSET MANAGEMENT INC | $18.4M | 67,196 | 1.19% | 25q | -3.0%-$561.5K |
| PATTEN & PATTEN INC/TN | $18.1M | 66,146 | 0.96% | 7q | +1.7%+$301.0K |
| Modera Wealth Management, LLC | $18.1M | 66,094 | 0.19% | 10q | -2.1%-$382.3K |
| Colorado Capital Management, Inc. | $17.0M | 62,091 | 5.80% | 10q | +4.3%+$703.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.9M | 61,076 | 0.03% | 12q | +1.0%+$167.7K |
| Beacon Pointe Advisors, LLC | $16.7M | 60,989 | 0.08% | 19q | -3.2%-$547.0K |
| HB Wealth Management, LLC | $16.2M | 59,355 | 0.09% | 19q | HELD |
| AlphaCore Capital LLC | $16.2M | 59,174 | 0.30% | 6q | +0.6%+$96.3K |
| Capital Advantage, Inc. | $16.1M | 58,934 | 1.97% | 30q | HELD |
| Choate Investment Advisors | $15.9M | 58,067 | 0.28% | 3q | HELD |
| BlackRock, Inc. | $15.1M | 55,040 | 0.00% | 8q | +97.3%+$7.4M |
| Keel Point, LLC | $14.0M | 51,215 | 0.83% | 31q | HELD |
| Mosley Wealth Management | $13.8M | 50,608 | 4.41% | 3q | +1903.5%+$13.2M |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $13.8M | 50,416 | 3.39% | 6q | +6.7%+$868.8K |
| Janney Montgomery Scott LLC | $13.7M | 50,085 | 0.03% | 26q | +2.4%+$316.9K |
| TriaGen Wealth Management LLC | $13.2M | 48,100 | 3.29% | 23q | HELD |
| STEPH & CO | $12.4M | 45,326 | 3.14% | 21q | +2.5%+$307.6K |
| Baird Financial Group, Inc. | $12.4M | 45,257 | 0.02% | 31q | -4.1%-$526.2K |
| Physician Wealth Advisors, Inc. | $12.3M | 44,771 | 1.46% | 28q | HELD |
| FSA WEALTH PARTNERS, INC. | $11.2M | 40,819 | 2.80% | 11q | +2.7%+$296.6K |
| Focus Partners Wealth | $11.0M | 40,266 | 0.01% | 10q | +12.7%+$1.2M |
| Blackston Financial Advisory Group, LLC | $10.9M | 39,781 | 6.14% | 8q | -2.2%-$239.7K |
| Destination Wealth Management | $10.7M | 38,974 | 0.25% | 26q | +1.1%+$112.2K |
| MML INVESTORS SERVICES, LLC | $10.3M | 37,636 | 0.02% | 31q | +9.1%+$860.0K |
| CreativeOne Wealth, LLC | $10.2M | 37,446 | 0.22% | 30q | -17.6%-$2.2M |
| Segment Wealth Management, LLC | $10.1M | 36,848 | 0.52% | 7q | +5.0%+$476.7K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $10.0M | 36,403 | 1.55% | 18q | -3.7%-$378.4K |
| Baker Ellis Asset Management LLC | $9.7M | 35,630 | 1.01% | 31q | HELD |
| FMR LLC | $9.4M | 34,171 | 0.00% | 31q | +9.5%+$809.1K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $9.1M | 33,163 | 0.07% | 28q | -1.1%-$102.1K |
| Bank of New York Mellon Corp | $8.9M | 32,393 | 0.00% | 31q | -23.7%-$2.8M |
| WIN ADVISORS, INC | $8.7M | 31,891 | 3.11% | new | NEW |
| Prospera Financial Services Inc | $8.7M | 31,779 | 0.13% | 10q | +6.1%+$499.9K |
| NewEdge Advisors, LLC | $8.4M | 30,685 | 0.03% | 15q | +172.4%+$5.3M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $8.3M | 30,476 | 0.61% | 31q | -15.0%-$1.5M |
| Tradition Wealth Management, LLC | $8.1M | 29,500 | 0.49% | 23q | HELD |
| Private Advisor Group, LLC | $7.8M | 28,590 | 0.04% | 31q | +45.6%+$2.5M |
| FLAGSHIP WEALTH ADVISORS, LLC | $7.7M | 28,169 | 1.73% | 7q | +41.7%+$2.3M |
| Wealthfront Advisers LLC | $7.6M | 27,662 | 0.01% | 18q | HELD |
| Cerity Partners LLC | $7.5M | 27,432 | 0.01% | 11q | +2.9%+$209.1K |
| Parkway Wealth Management Group, LLC | $7.5M | 27,358 | 0.86% | 3q | +7.1%+$493.3K |
| FLORIDA FINANCIAL ADVISORS, LLC | $7.4M | 27,055 | 1.25% | 11q | -8.0%-$643.0K |
| Jump Financial, LLC | $7.3M | 26,618 | 0.06% | 3q | +8.8%+$589.9K |
| ENDEAVOR PRIVATE WEALTH, INC. | $7.1M | 26,113 | 1.74% | 4q | -14.1%-$1.2M |
| Zhang Financial LLC | $7.1M | 25,912 | 0.21% | 16q | +9.6%+$620.6K |
| MA Private Wealth | $6.9M | 25,242 | 1.03% | 11q | -29.5%-$2.9M |
| DIVERSIFIED TRUST CO | $6.7M | 24,547 | 0.11% | 16q | HELD |
| CALTON & ASSOCIATES, INC. | $6.7M | 24,363 | 0.98% | 11q | -34.1%-$3.4M |
| FIDUCIARY ADVISORS, INC. | $6.5M | 23,769 | 4.38% | 7q | -0.6%-$36.9K |
| Mariner, LLC | $6.5M | 23,729 | 0.01% | 16q | -22.2%-$1.9M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $6.4M | 23,476 | 0.08% | 20q | -17.7%-$1.4M |
| Spartan Wealth Advisory Services LLC | $6.4M | 23,252 | 0.52% | 2q | HELD |
| Crews Bank & Trust | $6.3M | 23,110 | 0.83% | 7q | +17.1%+$922.1K |
| CITADEL ADVISORS LLC | $6.2M incl. $629.3K options CALL | 20,539 | 0.00% | 4q | HELD |
| FDx Advisors, Inc. | $6.2M | 22,597 | 1.86% | 17q | -3.9%-$248.7K |
| GOLDMAN SACHS GROUP INC | $6.2M | 22,491 | 0.00% | 11q | -60.2%-$9.3M |
| RETIREMENT CAPITAL STRATEGIES | $6.1M | 22,409 | 2.13% | 13q | +1654.8%+$5.8M |
Showing the largest 100 of 534 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 | 214 | $1.0B | 3,629,800 | 15 | 35 | 66 | 0.0% |
| Q2 2026 | 534 | $5.2B | 18,986,619 | 48 | 114 | 172 | 0.1% |
| Q1 2026 | 511 | $4.5B | 19,124,561 | 31 | 118 | 171 | 0.1% |
| Q4 2025 | 530 | $5.8B | 22,920,879 | 44 | 127 | 150 | 0.1% |
| Q3 2025 | 496 | $4.8B | 19,784,735 | 47 | 142 | 111 | 0.0% |
| Q2 2025 | 475 | $3.8B | 16,809,679 | 41 | 130 | 136 | 0.0% |
| Q1 2025 | 455 | $3.1B | 15,368,351 | 35 | 126 | 127 | 0.0% |
| Q4 2024 | 460 | $3.2B | 15,140,176 | 28 | 119 | 124 | 0.0% |
| Q3 2024 | 427 | $3.1B | 15,176,343 | 33 | 135 | 112 | 0.0% |
| Q2 2024 | 422 | $2.9B | 14,851,560 | 35 | 126 | 99 | 0.0% |
| Q1 2024 | 412 | $2.9B | 15,713,847 | 50 | 112 | 106 | 0.1% |
| Q4 2023 | 382 | $2.5B | 14,825,061 | 50 | 99 | 87 | 0.1% |
| Q3 2023 | 331 | $1.9B | 12,473,128 | 25 | 91 | 90 | 0.1% |
| Q2 2023 | 326 | $1.9B | 12,411,390 | 36 | 76 | 91 | 0.1% |
| Q1 2023 | 309 | $1.8B | 12,553,004 | 30 | 75 | 95 | 0.1% |
| Q4 2022 | 306 | $1.6B | 12,234,246 | 25 | 83 | 102 | 0.0% |
| Q3 2022 | 281 | $8.3B | 66,573,408 | 15 | 67 | 80 | 0.0% |
| Q2 2022 | 290 | $13.6B | 103,460,006 | 24 | 72 | 104 | 0.0% |
| Q1 2022 | 299 | $17.4B | 109,460,582 | 28 | 83 | 86 | 0.0% |
| Q4 2021 | 301 | $18.9B | 112,119,773 | 29 | 86 | 70 | 0.0% |
| Q3 2021 | 278 | $3.5B | 23,031,179 | 21 | 84 | 64 | 0.0% |
| Q2 2021 | 269 | $3.4B | 22,052,743 | 24 | 73 | 75 | 0.0% |
| Q1 2021 | 254 | $3.2B | 23,137,473 | 25 | 80 | 68 | 0.0% |
| Q4 2020 | 244 | $3.0B | 22,580,701 | 20 | 63 | 63 | 0.0% |
| Q3 2020 | 217 | $2.5B | 20,815,040 | 25 | 67 | 63 | 0.0% |
| Q2 2020 | 203 | $2.7B | 24,309,823 | 32 | 67 | 44 | 0.1% |
| Q1 2020 | 184 | $1.4B | 15,104,306 | 26 | 54 | 52 | 0.1% |
| Q4 2019 | 181 | $1.6B | 13,935,155 | 21 | 49 | 41 | 0.0% |
| Q3 2019 | 155 | $1.3B | 12,277,233 | 14 | 44 | 39 | 0.0% |
| Q2 2019 | 149 | $1.2B | 11,597,595 | 15 | 46 | 31 | 0.0% |
| Q1 2019 | 145 | $1.1B | 10,941,544 | 15 | 31 | 33 | 0.0% |
| Q4 2018 | 136 | $878.6M | 10,055,282 | 2 | 5 | 1 | 0.0% |