DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (VCR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
584
Reporting holders
$3.0B
Reported value
0.2%
Calls
0.1%
Puts
+26
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/ | $651.9M | 1,643,615 | 0.04% | 31q | +5.7%+$35.2M |
| MORGAN STANLEY | $169.1M | 426,270 | 0.01% | 35q | +2.3%+$3.9M |
| JPMORGAN CHASE & CO | $165.6M | 418,982 | 0.01% | 31q | -3.3%-$5.6M |
| PGIM Custom Harvest LLC | $161.5M | 407,202 | 2.02% | 19q | +2.8%+$4.4M |
| UBS Group AG | $135.7M | 342,108 | 0.02% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $128.1M | 323,099 | 0.02% | 31q | -4.5%-$6.1M |
| LPL Financial LLC | $80.6M | 203,108 | 0.02% | 31q | -7.7%-$6.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $73.2M | 184,624 | 0.04% | 31q | +0.6%+$460.1K |
| Foundations Investment Advisors, LLC | $64.0M | 161,278 | 0.66% | 6q | +13839.3%+$63.5M |
| Beacon Capital Management, Inc. | $63.6M | 160,454 | 3.85% | 31q | -13.7%-$10.1M |
| RAYMOND JAMES FINANCIAL INC | $57.0M | 143,844 | 0.02% | 7q | +8.1%+$4.3M |
| ENVESTNET ASSET MANAGEMENT INC | $47.4M | 119,582 | 0.01% | 31q | -2.2%-$1.1M |
| STIFEL FINANCIAL CORP | $44.8M | 112,833 | 0.04% | 31q | HELD |
| KCM INVESTMENT ADVISORS LLC | $35.6M | 89,699 | 1.06% | 31q | +3.7%+$1.3M |
| Lido Advisors, LLC | $35.5M | 89,614 | 0.10% | 25q | +1.6%+$568.7K |
| Rockefeller Capital Management L.P. | $34.9M | 87,969 | 0.05% | 31q | HELD |
| Auto-Owners Insurance Co | $32.0M | 80,700 | 0.72% | 15q | -12.9%-$4.8M |
| Janney Montgomery Scott LLC | $31.6M | 79,616 | 0.06% | 31q | +2.4%+$746.0K |
| ROYAL BANK OF CANADA | $30.7M | 77,411 | 0.00% | 31q | +13.7%+$3.7M |
| AMERIPRISE FINANCIAL INC | $30.1M | 75,926 | 0.01% | 31q | -2.6%-$791.1K |
| Ameritas Advisory Services, LLC | $27.9M | 70,445 | 0.56% | 19q | +45.5%+$8.7M |
| Cambridge Investment Research Advisors, Inc. | $24.7M | 62,193 | 0.03% | 21q | +94.9%+$12.0M |
| EXCHANGE TRADED CONCEPTS, LLC | $21.5M | 54,248 | 0.10% | 13q | +567.9%+$18.3M |
| Empower Advisory Group, LLC | $21.4M | 53,858 | 0.05% | 14q | +14.1%+$2.6M |
| Cetera Investment Advisers | $20.6M | 51,922 | 0.02% | 31q | +1.2%+$238.4K |
| PNC Financial Services Group, Inc. | $19.9M | 50,104 | 0.01% | 31q | -2.8%-$574.3K |
| M&T Bank Corp | $19.8M | 49,801 | 0.06% | 31q | -7.8%-$1.7M |
| Allianz SE | $19.5M | 49,202 | 0.21% | new | NEW |
| Horizon Investments, LLC | $18.4M | 46,394 | 0.20% | 4q | +17083.0%+$18.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $16.8M | 42,447 | 0.02% | 21q | -9.0%-$1.7M |
| OSAIC HOLDINGS, INC. | $15.6M | 39,402 | 0.02% | 26q | HELD |
| Adaptive Financial Consulting, LLC | $15.3M | 38,530 | 5.35% | 27q | +2.3%+$336.3K |
| ASSETMARK, INC | $14.8M | 37,305 | 0.03% | 11q | -16.7%-$3.0M |
| Stratos Wealth Partners, LTD. | $14.8M | 37,218 | 0.15% | 31q | -2.2%-$337.5K |
| Spire Wealth Management | $14.3M | 36,002 | 0.43% | 22q | -3.4%-$507.3K |
| TRUST CO OF OKLAHOMA | $12.6M | 31,726 | 3.23% | 30q | -1.7%-$218.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.4M | 31,351 | 0.02% | 31q | -7.0%-$931.2K |
| Hobart Private Capital, LLC | $12.0M | 30,183 | 2.05% | 19q | +4.4%+$499.3K |
| MassMutual Private Wealth & Trust, FSB | $11.3M | 28,470 | 0.29% | 31q | -2.2%-$250.3K |
| Strengthening Families & Communities, LLC | $11.1M | 28,055 | 2.48% | 19q | +1.4%+$158.3K |
| Mariner, LLC | $10.9M | 27,379 | 0.01% | 21q | -31.5%-$5.0M |
| Gibraltar Capital Management, Inc. | $9.9M | 25,005 | 1.53% | 6q | +2.2%+$218.1K |
| HighTower Advisors, LLC | $9.4M | 23,716 | 0.01% | 22q | +5.3%+$476.7K |
| BAILARD, INC. | $9.4M | 23,585 | 0.19% | 31q | -0.8%-$78.5K |
| TRUIST FINANCIAL CORP | $9.3M | 23,431 | 0.01% | 27q | +2.1%+$192.8K |
| SOUTHERN CAPITAL SERVICES INC /ADV | $9.1M | 22,845 | 5.09% | 3q | +4.7%+$404.5K |
| Westside Investment Management, Inc. | $8.5M | 21,481 | 1.12% | 28q | HELD |
| Junk Investment Group, LLC | $8.3M | 20,915 | 3.67% | 2q | +0.5%+$42.4K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $8.1M | 20,368 | 1.61% | 7q | -1.8%-$144.0K |
| BNP PARIBAS FINANCIAL MARKETS | $8.0M | 20,100 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.9M incl. $1.2M options CALL+PUT | 16,985 | 0.00% | 31q | +54.4%+$2.8M |
| Altura Wealth Advisors Inc. | $7.8M | 19,595 | 2.62% | 18q | +9.8%+$690.5K |
| Corient Private Wealth LP | $7.6M | 19,140 | 0.01% | 15q | +0.6%+$43.6K |
| Merrithew & Thorsten Inc | $7.4M | 18,552 | 6.27% | 3q | -3.6%-$274.4K |
| Financial Freedom, LLC | $7.1M | 18,014 | 3.28% | 15q | -1.6%-$113.4K |
| JONES FINANCIAL COMPANIES LLLP | $7.1M | 18,250 | 0.00% | 25q | +11.9%+$753.5K |
| Bonfire Financial | $6.7M | 16,943 | 4.32% | 7q | +5.5%+$352.1K |
| Concurrent Investment Advisors, LLC | $6.5M | 16,298 | 0.06% | 11q | HELD |
| CITADEL ADVISORS LLC | $6.5M incl. $5.8M options CALL+PUT | 1,669 | 0.00% | 22q | HELD |
| MML INVESTORS SERVICES, LLC | $6.4M | 16,064 | 0.01% | 31q | +20.9%+$1.1M |
| Apollon Financial, LLC | $6.2M | 15,702 | 0.73% | 11q | -1.8%-$114.6K |
| PARK NATIONAL CORP /OH/ | $6.0M | 15,006 | 0.17% | 15q | +1.4%+$79.3K |
| Private Advisor Group, LLC | $5.9M | 14,933 | 0.03% | 31q | +28.5%+$1.3M |
| Salomon & Ludwin, LLC | $5.4M | 13,651 | 0.45% | 26q | -1.2%-$68.1K |
| Focus Partners Wealth | $5.3M | 13,356 | 0.01% | 9q | -10.7%-$636.2K |
| Merit Financial Group, LLC | $5.1M | 12,820 | 0.03% | 10q | -3.9%-$204.3K |
| FMR LLC | $5.1M | 12,820 | 0.00% | 31q | +1.7%+$85.7K |
| Creative Planning | $4.9M | 12,307 | 0.00% | 31q | +1.0%+$46.8K |
| Triangle Securities Wealth Management | $4.9M | 12,296 | 0.97% | 31q | +2.2%+$106.3K |
| Curran Financial Partners, LLC | $4.7M | 11,803 | 0.70% | new | NEW |
| Kestra Advisory Services, LLC | $4.7M | 11,782 | 0.02% | 24q | -6.1%-$302.6K |
| BANK OF MONTREAL /CAN/ | $4.6M | 11,643 | 0.00% | 27q | HELD |
| Quantinno Capital Management LP | $4.5M | 11,309 | 0.01% | 8q | -8.9%-$440.2K |
| Anchor Investment Management, LLC | $4.5M | 11,259 | 0.34% | 39q | +4.2%+$182.1K |
| AlphaCore Capital LLC | $4.4M | 11,135 | 0.08% | 6q | -9.6%-$466.8K |
| GOLDMAN SACHS GROUP INC | $4.3M | 10,928 | 0.00% | 31q | HELD |
| PFG Advisors | $4.2M | 10,680 | 0.21% | 31q | +1.6%+$66.2K |
| FIFTH THIRD BANCORP | $4.1M | 10,448 | 0.01% | 31q | -0.8%-$31.7K |
| Wall Street Financial Group, Inc. | $4.0M | 10,201 | 2.16% | 9q | +4.0%+$154.7K |
| ATLAS CAPITAL ADVISORS INC. | $4.0M | 10,115 | 0.44% | 30q | +1.2%+$46.0K |
| AdvisorNet Financial, Inc | $4.0M | 9,970 | 0.18% | 31q | +1238.3%+$3.7M |
| NORTHERN TRUST CORP | $4.0M | 9,964 | 0.00% | 31q | +1.3%+$52.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.0M | 13,398 | 0.01% | 12q | +5.3%+$199.0K |
| Madden Advisory Services, Inc. | $3.9M | 9,909 | 1.41% | 31q | -1.1%-$42.0K |
| AXXCESS WEALTH MANAGEMENT, LLC | $3.8M | 9,538 | 0.06% | 12q | -1.8%-$69.8K |
| Advisors Capital Management, LLC | $3.7M | 9,421 | 0.04% | 31q | -1.5%-$56.7K |
| New York Life Investment Management LLC | $3.6M | 8,972 | 0.02% | 2q | +94.5%+$1.7M |
| WBH ADVISORY INC | $3.5M | 8,830 | 0.24% | 30q | +4.0%+$134.0K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.5M | 8,770 | 0.02% | 31q | -1.0%-$36.1K |
| Praetorian Wealth Management, Inc. | $3.4M | 8,691 | 0.59% | 4q | HELD |
| Sharper & Granite LLC | $3.4M | 8,509 | 1.05% | 15q | +6.6%+$209.4K |
| Capital Asset Advisory Services LLC | $3.3M | 8,279 | 0.12% | 27q | -1.6%-$52.4K |
| AQR CAPITAL MANAGEMENT LLC | $3.2M | 8,177 | 0.00% | 6q | +10.0%+$295.1K |
| AGF MANAGEMENT LTD | $3.2M | 7,979 | 0.01% | 15q | -4.8%-$159.4K |
| Main Management LLC | $3.1M | 7,741 | 0.21% | 2q | HELD |
| Royal Fund Management, LLC | $3.0M | 7,513 | 0.25% | 15q | -66.7%-$6.0M |
| AMI INVESTMENT MANAGEMENT INC | $2.9M | 7,434 | 0.63% | 26q | -6.8%-$216.5K |
| FIRST FINANCIAL CORP /IN/ | $2.9M | 7,277 | 1.00% | 31q | -3.4%-$102.7K |
| Strategic Investment Solutions, Inc. /IL | $2.8M | 7,162 | 0.65% | 6q | -11.4%-$366.9K |
| TD Waterhouse Canada Inc. | $2.8M | 7,122 | 0.01% | 19q | HELD |
Showing the largest 100 of 584 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 | 208 | $367.7M | 1,010,368 | 15 | 45 | 49 | 0.0% |
| Q2 2026 | 584 | $3.0B | 7,632,351 | 49 | 140 | 185 | 0.3% |
| Q1 2026 | 558 | $2.6B | 7,293,779 | 35 | 124 | 178 | 0.3% |
| Q4 2025 | 569 | $3.0B | 7,528,748 | 46 | 141 | 160 | 0.3% |
| Q3 2025 | 540 | $3.1B | 7,915,898 | 56 | 112 | 173 | 0.3% |
| Q2 2025 | 517 | $2.9B | 7,826,489 | 38 | 121 | 179 | 0.4% |
| Q1 2025 | 511 | $2.4B | 7,458,757 | 32 | 135 | 159 | 0.5% |
| Q4 2024 | 537 | $2.9B | 7,584,914 | 55 | 130 | 149 | 0.4% |
| Q3 2024 | 485 | $2.7B | 7,997,926 | 55 | 110 | 147 | 0.2% |
| Q2 2024 | 462 | $2.5B | 7,864,437 | 46 | 102 | 162 | 0.1% |
| Q1 2024 | 443 | $2.9B | 8,857,880 | 47 | 127 | 134 | 0.2% |
| Q4 2023 | 438 | $2.4B | 7,778,449 | 46 | 88 | 160 | 0.4% |
| Q3 2023 | 405 | $2.0B | 7,437,331 | 29 | 114 | 116 | 0.3% |
| Q2 2023 | 407 | $1.8B | 6,445,867 | 49 | 90 | 127 | 0.5% |
| Q1 2023 | 383 | $1.5B | 5,980,032 | 54 | 93 | 122 | 0.6% |
| Q4 2022 | 371 | $1.3B | 6,015,654 | 43 | 93 | 132 | 2.1% |
| Q3 2022 | 360 | $28.3B | 120,315,116 | 28 | 89 | 125 | 0.0% |
| Q2 2022 | 376 | $27.6B | 121,458,785 | 43 | 96 | 139 | 0.0% |
| Q1 2022 | 409 | $37.1B | 121,553,956 | 26 | 111 | 153 | 0.0% |
| Q4 2021 | 461 | $45.9B | 134,721,761 | 51 | 165 | 90 | 0.0% |
| Q3 2021 | 395 | $27.7B | 89,273,210 | 42 | 131 | 100 | 0.0% |
| Q2 2021 | 378 | $27.7B | 88,149,905 | 45 | 136 | 84 | 0.0% |
| Q1 2021 | 358 | $27.0B | 91,519,660 | 39 | 120 | 97 | 0.0% |
| Q4 2020 | 349 | $26.2B | 95,287,598 | 30 | 106 | 97 | 0.0% |
| Q3 2020 | 318 | $24.0B | 102,126,942 | 51 | 84 | 89 | 0.0% |
| Q2 2020 | 276 | $9.0B | 44,939,506 | 59 | 66 | 89 | 0.0% |
| Q1 2020 | 243 | $14.4B | 98,989,975 | 33 | 54 | 92 | 0.0% |
| Q4 2019 | 275 | $20.9B | 116,914,077 | 29 | 75 | 68 | 0.0% |
| Q3 2019 | 247 | $15.3B | 85,264,324 | 22 | 79 | 61 | 0.0% |
| Q2 2019 | 246 | $14.9B | 83,106,835 | 33 | 60 | 77 | 0.0% |
| Q1 2019 | 239 | $18.5B | 107,390,361 | 23 | 61 | 79 | 0.0% |
| Q4 2018 | 245 | $18.2B | 121,103,402 | 4 | 6 | 7 | 0.0% |