DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (VDC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
671
Reporting holders
$3.4B
Reported value
0.1%
Calls
0.0%
Puts
+35
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/ | $1.0B | 4,450,098 | 0.06% | 31q | +2.6%+$25.6M |
| LPL Financial LLC | $206.1M | 914,183 | 0.05% | 31q | +1.7%+$3.5M |
| MORGAN STANLEY | $140.2M | 621,633 | 0.01% | 35q | +4.2%+$5.7M |
| PGIM Custom Harvest LLC | $111.9M | 496,263 | 1.40% | 19q | +5.8%+$6.2M |
| Compass Financial Group, INC/SD | $99.4M | 440,884 | 11.41% | 15q | -1.8%-$1.8M |
| WELLS FARGO & COMPANY/MN | $88.3M | 391,371 | 0.01% | 31q | -3.8%-$3.5M |
| Beacon Capital Management, Inc. | $83.4M | 369,724 | 5.04% | 31q | -12.1%-$11.5M |
| UBS Group AG | $73.6M | 326,457 | 0.01% | 31q | +3.4%+$2.4M |
| Cambridge Investment Research Advisors, Inc. | $70.0M | 310,460 | 0.08% | 31q | +157.6%+$42.8M |
| Cetera Investment Advisers | $61.8M | 274,055 | 0.06% | 27q | +2.3%+$1.4M |
| Empower Advisory Group, LLC | $60.9M | 270,255 | 0.15% | 14q | +12.5%+$6.8M |
| ENVESTNET ASSET MANAGEMENT INC | $55.5M | 246,022 | 0.01% | 31q | -4.4%-$2.6M |
| AMERIPRISE FINANCIAL INC | $52.2M | 230,760 | 0.01% | 31q | +3.7%+$1.8M |
| RAYMOND JAMES FINANCIAL INC | $44.7M | 198,097 | 0.01% | 7q | +1.7%+$734.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $39.9M | 176,857 | 0.05% | 31q | -6.9%-$3.0M |
| STIFEL FINANCIAL CORP | $35.3M | 156,697 | 0.03% | 31q | +7.7%+$2.5M |
| OSAIC HOLDINGS, INC. | $35.2M | 156,076 | 0.04% | 26q | -3.2%-$1.2M |
| Ameritas Advisory Services, LLC | $31.6M | 140,086 | 0.64% | 19q | +49.4%+$10.4M |
| ROYAL BANK OF CANADA | $31.0M | 137,333 | 0.00% | 31q | +31.1%+$7.3M |
| Cerity Partners LLC | $24.5M | 108,434 | 0.03% | 15q | -13.2%-$3.7M |
| Rockefeller Capital Management L.P. | $24.3M | 107,763 | 0.04% | 30q | -1.0%-$236.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.1M | 102,314 | 0.01% | 31q | -18.2%-$5.1M |
| Apollon Wealth Management, LLC | $19.1M | 84,745 | 0.23% | 7q | +5.6%+$1.0M |
| Blankinship & Foster, LLC | $18.6M | 82,532 | 3.76% | 31q | +0.6%+$115.5K |
| Lido Advisors, LLC | $18.5M | 81,934 | 0.05% | 31q | +2.5%+$444.2K |
| JPMORGAN CHASE & CO | $18.1M | 79,106 | 0.00% | 31q | +11.8%+$1.9M |
| Kestra Advisory Services, LLC | $18.1M | 80,183 | 0.06% | 24q | -6.3%-$1.2M |
| Banque Transatlantique SA | $17.6M | 136,718 | 0.38% | 2q | +2208.6%+$16.8M |
| Foundations Investment Advisors, LLC | $16.0M | 70,799 | 0.16% | 13q | +2473.6%+$15.3M |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $15.3M | 67,651 | 0.88% | 30q | -2.0%-$307.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $14.4M | 63,874 | 0.02% | 22q | -6.3%-$962.4K |
| Marotta Asset Management | $14.1M | 62,451 | 2.35% | 24q | -9.0%-$1.4M |
| Waverly Advisors, LLC | $13.9M | 61,849 | 0.08% | 10q | -2.4%-$341.4K |
| KCM INVESTMENT ADVISORS LLC | $13.1M | 57,921 | 0.39% | 31q | HELD |
| Janney Montgomery Scott LLC | $11.3M | 50,196 | 0.02% | 31q | +0.9%+$103.5K |
| GOLDMAN SACHS GROUP INC | $11.3M | 49,952 | 0.00% | 31q | -14.7%-$1.9M |
| SELDON CAPITAL LP | $10.7M | 47,593 | 3.36% | 19q | HELD |
| Private Advisor Group, LLC | $10.3M | 45,640 | 0.05% | 31q | -8.8%-$998.7K |
| Blackston Financial Advisory Group, LLC | $10.1M | 44,628 | 5.67% | 8q | -0.9%-$94.5K |
| TrueWealth Financial Partners | $10.0M | 44,159 | 4.11% | 2q | +2.5%+$242.0K |
| CMH Wealth Management LLC | $9.4M | 41,650 | 1.43% | 31q | +2.8%+$252.3K |
| Weitzel Financial Services, Inc. | $8.8M | 38,249 | 2.99% | 17q | -0.5%-$48.1K |
| Wealthspire Advisors, LLC | $8.8M | 38,953 | 0.05% | 20q | -0.7%-$58.2K |
| Stratos Wealth Partners, LTD. | $8.7M | 38,721 | 0.09% | 31q | -1.7%-$152.9K |
| MML INVESTORS SERVICES, LLC | $8.4M | 37,081 | 0.02% | 31q | +15.3%+$1.1M |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $8.2M | 36,451 | 1.73% | 3q | +1.4%+$115.7K |
| JONES FINANCIAL COMPANIES LLLP | $8.0M | 35,045 | 0.00% | 23q | +10.8%+$780.7K |
| Greenline Partners, LLC | $7.4M | 32,958 | 0.76% | 23q | +8.1%+$558.8K |
| EXCHANGE TRADED CONCEPTS, LLC | $7.3M | 32,569 | 0.03% | 10q | +12.8%+$831.2K |
| M&T Bank Corp | $7.1M | 31,664 | 0.02% | 26q | -9.3%-$735.8K |
| Mosley Wealth Management | $7.1M | 31,315 | 2.25% | 3q | +876.8%+$6.3M |
| Bank of the Bluegrass & Trust Co. | $7.0M | 32,234 | 2.16% | new | FIRST |
| J.W. COLE ADVISORS, INC. | $7.0M | 30,866 | 0.12% | 19q | +1.4%+$98.3K |
| REDSTONE WEALTH MANAGEMENT, LLC | $6.9M | 30,477 | 4.48% | 3q | +36.6%+$1.8M |
| FINANCIAL ADVISORY PARTNERS, LLC | $6.8M | 30,289 | 1.78% | 19q | +7.2%+$461.1K |
| Junk Investment Group, LLC | $6.8M | 30,224 | 3.02% | 2q | +1.3%+$90.2K |
| PNC Financial Services Group, Inc. | $6.8M | 30,091 | 0.00% | 31q | -9.8%-$740.3K |
| Retirement Planning Group, LLC | $6.5M | 28,721 | 0.16% | 15q | +120.3%+$3.5M |
| TRUIST FINANCIAL CORP | $6.5M | 28,705 | 0.01% | 27q | -2.1%-$141.8K |
| Steward Partners Investment Advisory, LLC | $6.4M | 28,419 | 0.03% | 29q | +31.1%+$1.5M |
| CITIGROUP INC | $6.3M | 27,726 | 0.00% | 31q | +5.4%+$321.1K |
| Creative Planning | $6.2M | 27,311 | 0.00% | 31q | +12.8%+$697.4K |
| HighTower Advisors, LLC | $5.9M | 26,339 | 0.01% | 22q | -2.0%-$120.9K |
| Merrithew & Thorsten Inc | $5.9M | 26,239 | 5.04% | 3q | HELD |
| Hippocratic Financial Advisors, LLC | $5.9M | 25,990 | 2.21% | 7q | +5.4%+$301.3K |
| Wealthspire Retirement, LLC | $5.8M | 25,728 | 0.32% | 27q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.8M | 27,437 | 0.01% | 12q | +2.2%+$123.3K |
| JOHNSON INVESTMENT COUNSEL INC | $5.7M | 25,243 | 0.04% | 31q | -1.4%-$80.5K |
| Rossby Financial, LCC | $5.7M | 25,075 | 1.03% | 7q | -0.8%-$48.0K |
| WNY Asset Management, LLC | $5.5M | 24,528 | 0.49% | 22q | +23.3%+$1.0M |
| HC Advisors, LLC | $5.5M | 24,283 | 3.32% | 25q | +2.6%+$137.1K |
| Mariner, LLC | $5.4M | 24,107 | 0.01% | 16q | -29.7%-$2.3M |
| MassMutual Private Wealth & Trust, FSB | $5.4M | 24,092 | 0.14% | 31q | -0.8%-$44.0K |
| Strengthening Families & Communities, LLC | $5.3M | 23,706 | 1.19% | 19q | +0.8%+$40.1K |
| SOUTHERN CAPITAL SERVICES INC /ADV | $5.2M | 23,050 | 2.92% | 3q | +8.5%+$407.0K |
| Madden Advisory Services, Inc. | $5.2M | 23,035 | 1.86% | 31q | HELD |
| SIMON QUICK ADVISORS, LLC | $5.2M | 23,022 | 0.21% | 5q | HELD |
| INTEGRITY ALLIANCE, LLC. | $5.1M | 22,554 | 0.16% | 7q | +2.6%+$129.0K |
| FMR LLC | $5.0M | 22,324 | 0.00% | 31q | +13.1%+$582.7K |
| Strategic Investment Solutions, Inc. /IL | $4.8M | 21,413 | 1.10% | 3q | -27.7%-$1.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.7M incl. $1.8M options CALL+PUT | 12,833 | 0.00% | 31q | -19.8%-$1.2M |
| Orion Porfolio Solutions, LLC | $4.7M | 20,966 | 0.04% | 13q | -5.8%-$292.7K |
| Sigma Planning Corp | $4.6M | 20,574 | 0.12% | 31q | +6.0%+$261.3K |
| CIBC WORLD MARKET INC. | $4.4M | 19,363 | 0.01% | 31q | +0.8%+$33.8K |
| Sharper & Granite LLC | $4.3M | 19,042 | 1.33% | 15q | -8.3%-$387.6K |
| Corient Private Wealth LP | $4.3M | 18,884 | 0.01% | 15q | -3.7%-$161.5K |
| Silver Coast Investments LLC | $4.1M | 18,110 | 1.22% | 3q | +3.9%+$152.9K |
| Equitable Holdings, Inc. | $4.0M | 17,917 | 0.02% | 26q | -12.9%-$600.9K |
| Pathstone Holdings, LLC | $4.0M | 17,880 | 0.01% | 11q | +10.3%+$377.2K |
| Horizon Investments, LLC | $4.0M | 17,703 | 0.04% | new | NEW |
| Quantinno Capital Management LP | $3.9M | 17,343 | 0.00% | 10q | +2.4%+$91.8K |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $3.9M | 17,316 | 1.11% | 13q | -2.9%-$115.2K |
| HARBOUR INVESTMENTS, INC. | $3.9M | 17,229 | 0.05% | 21q | HELD |
| One Day In July LLC | $3.8M | 17,058 | 0.27% | 22q | +5.9%+$215.8K |
| Altura Wealth Advisors Inc. | $3.8M | 16,970 | 1.29% | 10q | +6.5%+$232.7K |
| CITADEL ADVISORS LLC | $3.8M incl. $1.9M options CALL+PUT | 8,361 | 0.00% | 5q | HELD |
| NewEdge Advisors, LLC | $3.7M | 16,304 | 0.01% | 17q | -2.0%-$75.3K |
| BAILARD, INC. | $3.6M | 15,949 | 0.07% | 31q | +1.0%+$36.3K |
| Tranquilli Financial Advisor LLC | $3.6M | 15,824 | 1.92% | 10q | -3.6%-$132.4K |
| Certified Advisory Corp | $3.6M | 15,751 | 0.29% | 29q | +1.5%+$51.0K |
Showing the largest 100 of 672 reported holders. The count of 671 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 | 253 | $492.1M | 2,252,897 | 25 | 66 | 65 | 0.0% |
| Q2 2026 | 671 | $3.4B | 15,012,654 | 72 | 182 | 201 | 0.1% |
| Q1 2026 | 636 | $3.3B | 14,486,786 | 59 | 189 | 189 | 0.1% |
| Q4 2025 | 637 | $3.0B | 14,004,665 | 58 | 159 | 196 | 0.1% |
| Q3 2025 | 606 | $3.0B | 14,067,984 | 34 | 164 | 199 | 0.1% |
| Q2 2025 | 633 | $3.2B | 14,816,386 | 48 | 176 | 193 | 0.1% |
| Q1 2025 | 631 | $3.2B | 14,454,095 | 50 | 196 | 184 | 0.0% |
| Q4 2024 | 635 | $3.0B | 14,201,313 | 36 | 189 | 181 | 0.0% |
| Q3 2024 | 605 | $3.1B | 14,201,786 | 51 | 183 | 166 | 0.0% |
| Q2 2024 | 583 | $2.9B | 14,292,619 | 41 | 150 | 182 | 0.1% |
| Q1 2024 | 580 | $3.3B | 16,045,412 | 61 | 151 | 193 | 0.0% |
| Q4 2023 | 554 | $3.0B | 15,663,487 | 40 | 155 | 188 | 0.1% |
| Q3 2023 | 548 | $3.1B | 16,833,198 | 43 | 144 | 178 | 0.1% |
| Q2 2023 | 542 | $3.1B | 15,722,907 | 27 | 151 | 169 | 0.1% |
| Q1 2023 | 539 | $3.0B | 15,812,041 | 40 | 149 | 176 | 0.2% |
| Q4 2022 | 543 | $3.4B | 17,594,672 | 63 | 183 | 144 | 0.1% |
| Q3 2022 | 481 | $59.6B | 346,567,998 | 36 | 137 | 141 | 0.0% |
| Q2 2022 | 495 | $64.0B | 344,095,955 | 58 | 136 | 146 | 0.0% |
| Q1 2022 | 486 | $54.1B | 276,115,608 | 58 | 168 | 115 | 0.0% |
| Q4 2021 | 467 | $65.7B | 328,787,563 | 44 | 148 | 106 | 0.0% |
| Q3 2021 | 397 | $43.1B | 240,466,783 | 32 | 113 | 116 | 0.0% |
| Q2 2021 | 393 | $42.2B | 231,495,050 | 30 | 127 | 99 | 0.0% |
| Q1 2021 | 397 | $41.3B | 232,068,625 | 30 | 124 | 134 | 0.0% |
| Q4 2020 | 409 | $42.9B | 246,490,665 | 46 | 101 | 124 | 0.0% |
| Q3 2020 | 376 | $39.1B | 239,121,684 | 27 | 116 | 122 | 0.0% |
| Q2 2020 | 363 | $20.0B | 134,014,490 | 52 | 108 | 118 | 0.0% |
| Q1 2020 | 343 | $17.6B | 128,842,164 | 51 | 97 | 106 | 0.0% |
| Q4 2019 | 341 | $19.0B | 117,991,593 | 33 | 93 | 93 | 0.0% |
| Q3 2019 | 296 | $15.4B | 98,353,555 | 27 | 99 | 80 | 0.0% |
| Q2 2019 | 293 | $14.1B | 94,921,433 | 29 | 111 | 72 | 0.1% |
| Q1 2019 | 297 | $15.6B | 107,427,075 | 28 | 94 | 80 | 0.0% |
| Q4 2018 | 290 | $15.8B | 120,395,010 | 7 | 6 | 7 | 0.0% |