DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (VAW)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
432
Reporting holders
$1.3B
Reported value
0.4%
Calls
0.0%
Puts
+20
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $98.3M | 429,714 | 0.01% | 31q | +2.8%+$2.7M |
| Beacon Capital Management, Inc. | $90.3M | 394,693 | 5.46% | 31q | -13.1%-$13.6M |
| Empower Advisory Group, LLC | $83.2M | 363,505 | 0.20% | 14q | +5.7%+$4.5M |
| LPL Financial LLC | $75.8M | 331,445 | 0.02% | 31q | +7.4%+$5.2M |
| MORGAN STANLEY | $59.7M | 260,782 | 0.00% | 35q | +0.6%+$343.0K |
| WELLS FARGO & COMPANY/MN | $56.1M | 245,095 | 0.01% | 31q | +8.1%+$4.2M |
| ENVESTNET ASSET MANAGEMENT INC | $51.7M | 226,853 | 0.01% | 31q | -3.4%-$1.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $48.0M | 209,609 | 0.04% | 31q | -6.9%-$3.5M |
| PGIM Custom Harvest LLC | $41.7M | 182,352 | 0.52% | 19q | +7.1%+$2.8M |
| RAYMOND JAMES FINANCIAL INC | $38.5M | 168,428 | 0.01% | 7q | -2.2%-$877.9K |
| Ameritas Advisory Services, LLC | $32.5M | 141,961 | 0.66% | 12q | +42.0%+$9.6M |
| UBS Group AG | $29.8M | 130,268 | 0.00% | 31q | +5.5%+$1.5M |
| AMERIPRISE FINANCIAL INC | $22.3M | 97,476 | 0.00% | 31q | +7.8%+$1.6M |
| Cetera Investment Advisers | $19.1M | 83,508 | 0.02% | 23q | -6.4%-$1.3M |
| STIFEL FINANCIAL CORP | $17.4M | 76,064 | 0.01% | 31q | +5.6%+$919.4K |
| Lido Advisors, LLC | $16.6M | 72,611 | 0.05% | 16q | HELD |
| Corient Private Wealth LP | $15.0M | 65,617 | 0.02% | 15q | -3.7%-$577.5K |
| Clear Creek Financial Management, LLC | $14.6M | 63,992 | 0.94% | 5q | +71.0%+$6.1M |
| GW HENSSLER & ASSOCIATES LTD | $14.4M | 62,784 | 0.64% | 5q | HELD |
| JPMORGAN CHASE & CO | $12.8M | 56,272 | 0.00% | 31q | -1.8%-$228.7K |
| Banco Santander, S.A. | $12.4M | 53,997 | 0.08% | 5q | HELD |
| PNC Financial Services Group, Inc. | $10.0M | 43,538 | 0.00% | 31q | -3.3%-$343.0K |
| Cambridge Investment Research Advisors, Inc. | $9.9M | 43,182 | 0.01% | 31q | +92.9%+$4.8M |
| Strengthening Families & Communities, LLC | $9.7M | 42,550 | 2.17% | 19q | +2.2%+$213.2K |
| Berkeley Capital Partners, LLC | $9.3M | 40,463 | 1.91% | new | NEW |
| Rockefeller Capital Management L.P. | $9.2M | 40,259 | 0.01% | 30q | -0.9%-$82.8K |
| KCM INVESTMENT ADVISORS LLC | $8.9M | 38,862 | 0.26% | 31q | -8.5%-$830.5K |
| OSAIC HOLDINGS, INC. | $8.6M | 37,372 | 0.01% | 26q | +12.5%+$951.6K |
| ASSETMARK, INC | $7.9M | 34,683 | 0.01% | 11q | +74.0%+$3.4M |
| PARK NATIONAL CORP /OH/ | $6.6M | 28,803 | 0.18% | 15q | +1.4%+$91.5K |
| ROYAL BANK OF CANADA | $6.6M | 28,799 | 0.00% | 31q | +44.7%+$2.0M |
| LRI Investments, LLC | $6.5M | 28,355 | 0.52% | 8q | HELD |
| TWO SIGMA INVESTMENTS, LP | $6.4M | 27,900 | 0.00% | new | NEW |
| KINGSWOOD WEALTH ADVISORS, LLC | $6.3M | 27,696 | 0.26% | 2q | +62.4%+$2.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.2M | 27,190 | 0.00% | 31q | -32.3%-$3.0M |
| Wealthcare Advisory Partners LLC | $5.8M | 25,443 | 0.11% | 17q | +6.8%+$372.2K |
| M Holdings Securities, Inc. | $5.8M | 25,273 | 0.79% | 3q | -12.8%-$845.1K |
| Creative Planning | $5.6M | 24,504 | 0.00% | 31q | -1.7%-$96.1K |
| GOLDMAN SACHS GROUP INC | $5.6M | 24,263 | 0.00% | 23q | +48.0%+$1.8M |
| J.W. COLE ADVISORS, INC. | $5.5M | 24,064 | 0.09% | 19q | +1.4%+$75.3K |
| Guardian Wealth Management, LLC | $5.5M | 24,058 | 1.54% | 3q | HELD |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $5.4M | 23,442 | 1.13% | 3q | HELD |
| J. M. Brown & Associates Inc. | $5.3M | 23,253 | 3.04% | new | FIRST |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | $5.1M | 22,313 | 0.64% | 29q | -1.0%-$52.6K |
| HighTower Advisors, LLC | $5.0M | 22,067 | 0.00% | 22q | +9.9%+$454.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 21,765 | 0.01% | 31q | -2.4%-$119.9K |
| Sigma Planning Corp | $4.9M | 21,440 | 0.12% | 31q | HELD |
| Foundations Investment Advisors, LLC | $4.9M | 21,319 | 0.05% | 14q | +5.1%+$236.8K |
| Vickerman Investment Advisors, Inc. | $4.8M | 20,839 | 0.93% | 20q | -2.8%-$137.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.5M incl. $1.4M options CALL+PUT | 13,512 | 0.00% | 31q | +25.7%+$913.5K |
| Retirement Planning Group, LLC | $4.3M | 18,633 | 0.11% | 11q | +480.8%+$3.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $4.2M | 18,316 | 0.01% | 7q | -4.3%-$189.2K |
| Certified Advisory Corp | $4.2M | 18,274 | 0.34% | 29q | -4.8%-$212.3K |
| Silver Coast Investments LLC | $3.8M | 16,788 | 1.14% | 11q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $3.8M | 16,536 | 0.02% | 13q | -45.5%-$3.2M |
| Tranquilli Financial Advisor LLC | $3.6M | 15,935 | 1.96% | 15q | -3.4%-$129.0K |
| Quantinno Capital Management LP | $3.6M | 15,553 | 0.00% | 10q | +14.8%+$458.0K |
| Gibraltar Capital Management, Inc. | $3.6M | 15,517 | 0.55% | 6q | -4.3%-$160.2K |
| Aprio Wealth Management, LLC | $3.5M | 15,297 | 0.17% | new | NEW |
| CITADEL ADVISORS LLC | $3.5M CALL+PUT | options only | 0.00% | 6q | OPTIONS |
| Praetorian Wealth Management, Inc. | $3.4M | 14,980 | 0.59% | 4q | +541.8%+$2.9M |
| CAPTRUST FINANCIAL ADVISORS | $3.4M | 14,803 | 0.01% | 31q | +15.4%+$452.6K |
| Mariner, LLC | $3.3M | 14,502 | 0.00% | 16q | +8.5%+$259.2K |
| Steward Partners Investment Advisory, LLC | $3.3M | 14,378 | 0.02% | 29q | -0.9%-$29.7K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $3.2M | 14,177 | 0.15% | 31q | +1.0%+$30.7K |
| Atria Investments, Inc | $3.2M | 13,874 | 0.03% | 15q | -8.1%-$280.0K |
| Richmond Brothers, Inc. | $3.1M | 13,624 | 1.62% | 8q | -56.1%-$4.0M |
| MML INVESTORS SERVICES, LLC | $3.0M | 13,159 | 0.01% | 31q | +15.2%+$397.2K |
| M&T Bank Corp | $2.8M | 12,151 | 0.01% | 26q | -12.1%-$383.5K |
| TrueWealth Financial Partners | $2.6M | 11,550 | 1.09% | 2q | HELD |
| FELL CAPITAL MANAGEMENT /ADV | $2.6M | 11,495 | 2.22% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 13,784 | 0.00% | 12q | +5.3%+$123.7K |
| SIMON QUICK ADVISORS, LLC | $2.4M | 10,400 | 0.10% | 5q | -0.6%-$13.3K |
| Sierra Capital LLC | $2.4M | 10,398 | 0.23% | 22q | HELD |
| Sagace Wealth Management LLC | $2.4M | 10,324 | 1.48% | 9q | +2.8%+$64.3K |
| Sharper & Granite LLC | $2.4M | 10,317 | 0.73% | 15q | +2.3%+$52.6K |
| CENTAURUS FINANCIAL, INC. | $2.3M | 10,234 | 0.09% | 31q | +66.7%+$937.3K |
| TRUIST FINANCIAL CORP | $2.3M | 10,223 | 0.00% | 27q | -25.5%-$799.0K |
| Janney Montgomery Scott LLC | $2.2M | 9,735 | 0.00% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $2.2M | 9,699 | 0.06% | 31q | HELD |
| Equity Wealth Partners, LLC | $2.2M | 9,676 | 0.80% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $2.2M | 9,491 | 0.00% | 11q | +13.5%+$262.0K |
| Merit Financial Group, LLC | $2.2M | 9,581 | 0.01% | 17q | HELD |
| Prairiewood Capital, LLC | $2.1M | 9,389 | 0.56% | 23q | HELD |
| SAGE RHINO CAPITAL LLC | $2.1M | 9,217 | 0.34% | 30q | -6.8%-$153.7K |
| Markowski Investments | $2.1M | 8,961 | 0.45% | new | FIRST |
| FIFTH THIRD BANCORP | $2.0M | 8,844 | 0.00% | 31q | HELD |
| Private Advisor Group, LLC | $2.0M | 8,830 | 0.01% | 31q | -42.6%-$1.5M |
| Global Strategic Investment Solutions, LLC | $2.0M | 8,669 | 0.18% | 31q | HELD |
| Prospera Financial Services Inc | $2.0M | 8,572 | 0.03% | 27q | -37.4%-$1.2M |
| Main Street Financial Solutions, LLC | $1.9M | 8,493 | 0.12% | 23q | -1.4%-$27.7K |
| BlackRock, Inc. | $1.9M | 8,440 | 0.00% | 8q | +2.7%+$50.6K |
| Essex Financial Services, Inc. | $1.8M | 7,766 | 0.09% | 9q | HELD |
| FMR LLC | $1.8M | 7,666 | 0.00% | 31q | +12.7%+$197.4K |
| Farrell Financial LLC | $1.7M | 7,483 | 0.93% | 11q | +1.8%+$29.5K |
| Strategic Wealth Investment Group, LLC | $1.7M | 7,410 | 0.21% | 5q | -1.2%-$20.4K |
| Pathway Financial Advisors LLC | $1.7M | 7,240 | 0.20% | 30q | HELD |
| Kestra Advisory Services, LLC | $1.7M | 7,345 | 0.01% | 24q | +3.8%+$61.8K |
| CIBC WORLD MARKET INC. | $1.6M | 7,111 | 0.00% | 22q | -0.7%-$11.7K |
| Private Wealth Advisors, LLC | $1.6M | 6,984 | 0.41% | 31q | -4.4%-$73.9K |
Showing the largest 100 of 433 reported holders. The count of 432 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 149 | $239.7M | 1,101,372 | 12 | 31 | 45 | 0.0% |
| Q2 2026 | 432 | $1.3B | 5,669,168 | 43 | 101 | 117 | 0.4% |
| Q1 2026 | 412 | $1.2B | 5,457,317 | 42 | 102 | 125 | 0.1% |
| Q4 2025 | 405 | $1.4B | 6,539,079 | 45 | 106 | 107 | 0.1% |
| Q3 2025 | 371 | $1.3B | 6,338,424 | 36 | 97 | 112 | 0.1% |
| Q2 2025 | 367 | $1.2B | 6,171,944 | 38 | 85 | 127 | 0.0% |
| Q1 2025 | 378 | $1.1B | 5,719,587 | 35 | 92 | 122 | 0.1% |
| Q4 2024 | 385 | $1.2B | 6,426,286 | 24 | 111 | 115 | 0.1% |
| Q3 2024 | 379 | $1.4B | 6,732,183 | 44 | 85 | 119 | 0.1% |
| Q2 2024 | 361 | $1.4B | 7,125,357 | 30 | 78 | 121 | 0.1% |
| Q1 2024 | 358 | $1.5B | 7,434,629 | 32 | 92 | 117 | 0.1% |
| Q4 2023 | 360 | $1.2B | 6,403,462 | 31 | 81 | 134 | 0.2% |
| Q3 2023 | 343 | $1.4B | 7,948,922 | 31 | 85 | 107 | 0.2% |
| Q2 2023 | 346 | $1.3B | 6,602,507 | 27 | 80 | 128 | 0.1% |
| Q1 2023 | 342 | $1.4B | 7,390,090 | 25 | 94 | 104 | 0.2% |
| Q4 2022 | 354 | $1.2B | 7,082,835 | 44 | 96 | 118 | 0.2% |
| Q3 2022 | 318 | $7.0B | 47,444,711 | 20 | 83 | 109 | 0.0% |
| Q2 2022 | 340 | $7.7B | 48,311,700 | 29 | 112 | 99 | 0.0% |
| Q1 2022 | 361 | $9.6B | 49,701,508 | 37 | 124 | 91 | 0.0% |
| Q4 2021 | 357 | $7.8B | 39,627,967 | 48 | 123 | 68 | 0.0% |
| Q3 2021 | 302 | $5.7B | 32,909,414 | 27 | 102 | 80 | 0.1% |
| Q2 2021 | 312 | $6.0B | 33,675,741 | 56 | 114 | 57 | 0.1% |
| Q1 2021 | 282 | $4.6B | 26,398,302 | 44 | 107 | 60 | 0.1% |
| Q4 2020 | 252 | $3.1B | 19,776,908 | 36 | 73 | 67 | 0.1% |
| Q3 2020 | 217 | $2.4B | 17,715,118 | 28 | 58 | 74 | 0.1% |
| Q2 2020 | 207 | $2.3B | 19,006,460 | 29 | 47 | 84 | 0.1% |
| Q1 2020 | 207 | $2.0B | 20,687,003 | 27 | 52 | 89 | 0.2% |
| Q4 2019 | 237 | $2.9B | 21,637,316 | 21 | 70 | 71 | 0.0% |
| Q3 2019 | 211 | $2.2B | 17,128,845 | 15 | 58 | 66 | 0.0% |
| Q2 2019 | 213 | $2.1B | 16,221,610 | 27 | 60 | 66 | 0.0% |
| Q1 2019 | 205 | $2.5B | 20,162,431 | 27 | 50 | 71 | 0.0% |
| Q4 2018 | 198 | $1.8B | 16,638,283 | 3 | 1 | 7 | 0.0% |