DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (VDE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
768
Reporting holders
$3.1B
Reported value
0.5%
Calls
0.2%
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/ | $368.0M | 2,451,315 | 0.02% | 31q | +24.8%+$73.1M |
| MORGAN STANLEY | $211.8M | 1,410,659 | 0.01% | 35q | -11.1%-$26.6M |
| UBS Group AG | $147.9M | 985,243 | 0.02% | 31q | -3.9%-$6.0M |
| WELLS FARGO & COMPANY/MN | $135.7M | 903,691 | 0.02% | 31q | -7.5%-$11.1M |
| LPL Financial LLC | $126.9M | 845,537 | 0.03% | 31q | +3.3%+$4.1M |
| Wealthfront Advisers LLC | $119.7M | 797,265 | 0.23% | 31q | -1.3%-$1.6M |
| Beacon Capital Management, Inc. | $92.2M | 614,009 | 5.58% | 31q | -14.8%-$16.0M |
| ROYAL BANK OF CANADA | $79.6M | 530,314 | 0.01% | 31q | +7.5%+$5.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $77.7M | 517,455 | 0.06% | 31q | +4.0%+$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $73.6M | 490,537 | 0.02% | 31q | -13.5%-$11.5M |
| PGIM Custom Harvest LLC | $58.9M | 392,086 | 0.74% | 19q | +10.8%+$5.7M |
| SCS Capital Management LLC | $55.9M | 372,081 | 0.53% | 15q | +1.0%+$545.9K |
| STIFEL FINANCIAL CORP | $46.9M | 312,646 | 0.04% | 31q | +3.7%+$1.7M |
| Cambridge Investment Research Advisors, Inc. | $39.9M | 265,706 | 0.05% | 31q | +91.0%+$19.0M |
| Cetera Investment Advisers | $39.0M | 259,891 | 0.04% | 31q | -13.6%-$6.1M |
| Empower Advisory Group, LLC | $37.7M | 251,027 | 0.09% | 14q | -0.6%-$221.1K |
| Ameritas Advisory Services, LLC | $34.4M | 229,440 | 0.70% | 19q | +43.5%+$10.4M |
| OSAIC HOLDINGS, INC. | $33.7M | 224,509 | 0.04% | 26q | -5.0%-$1.8M |
| AMERIPRISE FINANCIAL INC | $32.7M | 217,849 | 0.01% | 31q | -31.1%-$14.7M |
| RAYMOND JAMES FINANCIAL INC | $31.9M | 212,685 | 0.01% | 7q | -2.3%-$740.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $30.6M | 203,889 | 0.02% | 31q | -8.9%-$3.0M |
| HighTower Advisors, LLC | $29.1M | 193,821 | 0.03% | 22q | -4.8%-$1.5M |
| GREENWOOD GEARHART LLC | $28.2M | 187,545 | 1.31% | 11q | +3.2%+$875.9K |
| CITADEL ADVISORS LLC | $27.4M incl. $11.6M options CALL+PUT | 105,222 | 0.00% | 28q | HELD |
| Greenline Partners, LLC | $25.4M | 169,158 | 2.58% | 26q | +3.6%+$887.9K |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $24.3M | 161,826 | 0.35% | 15q | HELD |
| EVERGREEN CAPITAL MANAGEMENT LLC | $21.8M | 145,342 | 0.38% | 31q | HELD |
| Corient Private Wealth LP | $21.1M | 140,332 | 0.03% | 15q | -3.7%-$817.6K |
| Rockefeller Capital Management L.P. | $20.9M | 139,010 | 0.03% | 30q | -3.9%-$853.5K |
| Zuckerman Investment Group, LLC | $17.5M | 116,824 | 1.48% | 26q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $16.3M | 108,477 | 0.02% | 22q | -19.1%-$3.8M |
| JPMORGAN CHASE & CO | $15.4M | 101,935 | 0.00% | 31q | +8.1%+$1.2M |
| PNC Financial Services Group, Inc. | $15.2M | 100,926 | 0.01% | 31q | -3.2%-$505.6K |
| ALLEN WEALTH MANAGEMENT, LLC | $15.0M | 100,242 | 7.33% | 11q | -7.7%-$1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.1M | 93,592 | 0.02% | 31q | -4.8%-$710.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13.6M incl. $7.8M options CALL+PUT | 38,484 | 0.00% | 31q | +13.2%+$1.6M |
| TrueWealth Financial Partners | $12.8M | 84,927 | 5.27% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $12.6M | 83,838 | 0.00% | 31q | +188.0%+$8.2M |
| CMH Wealth Management LLC | $12.0M | 79,777 | 1.83% | 26q | +2.2%+$261.1K |
| Creative Planning | $11.9M | 79,125 | 0.01% | 31q | +5.6%+$630.1K |
| SWAN Capital LLC | $11.5M | 76,808 | 3.95% | 13q | -8.9%-$1.1M |
| Estate Counselors, LLC | $10.5M | 70,139 | 0.90% | 7q | -15.5%-$1.9M |
| Polianta Ltd | $10.4M | 69,600 | 1.29% | 2q | +26.1%+$2.2M |
| BFSG, LLC | $9.8M | 65,083 | 0.87% | 21q | +0.6%+$55.5K |
| Roundview Capital LLC | $9.6M | 64,089 | 0.53% | 26q | HELD |
| Elgethun Capital Management | $9.3M | 61,997 | 1.30% | 26q | +4.4%+$394.5K |
| Lido Advisors, LLC | $9.2M | 61,534 | 0.03% | 15q | +3.3%+$294.3K |
| Arax Advisory Partners | $9.2M | 61,464 | 0.06% | 3q | +1762.0%+$8.7M |
| FIFTH THIRD BANCORP | $9.1M | 60,380 | 0.01% | 31q | -0.5%-$49.4K |
| Pathstone Holdings, LLC | $8.9M | 59,534 | 0.03% | 11q | +21.7%+$1.6M |
| CAPTRUST FINANCIAL ADVISORS | $8.8M | 58,645 | 0.01% | 31q | -1.4%-$126.9K |
| MARSHALL WACE, LLP | $8.5M | 56,938 | 0.01% | 2q | -67.3%-$17.6M |
| TWO SIGMA INVESTMENTS, LP | $8.3M | 55,300 | 0.01% | new | NEW |
| Sanctuary Advisors, LLC | $8.3M | 55,136 | 0.04% | 9q | -10.6%-$980.4K |
| WESCAP Management Group, Inc. | $7.9M | 52,935 | 1.48% | 3q | -9.2%-$809.8K |
| Dunhill Financial, LLC | $7.7M | 50,901 | 1.58% | 5q | +28.7%+$1.7M |
| MML INVESTORS SERVICES, LLC | $7.5M | 49,652 | 0.02% | 31q | +2.7%+$194.0K |
| JONES FINANCIAL COMPANIES LLLP | $7.4M | 48,813 | 0.00% | 21q | +14.6%+$943.3K |
| Steward Partners Investment Advisory, LLC | $7.4M | 49,184 | 0.04% | 29q | +403.4%+$5.9M |
| KCM INVESTMENT ADVISORS LLC | $7.1M | 47,440 | 0.21% | 31q | -4.7%-$349.5K |
| Cerity Partners LLC | $6.9M | 46,178 | 0.01% | 23q | +2.0%+$137.1K |
| Bellwether Advisors, LLC | $6.9M | 45,967 | 1.02% | new | NEW |
| CHOREO, LLC | $6.8M | 45,277 | 0.07% | 14q | -0.5%-$35.3K |
| Prospera Financial Services Inc | $6.8M | 45,175 | 0.10% | 21q | +32.4%+$1.7M |
| MIRAMONTES CAPITAL, LLC | $6.5M | 43,546 | 2.03% | 3q | -1.4%-$92.0K |
| Mariner, LLC | $6.5M | 43,488 | 0.01% | 17q | +27.6%+$1.4M |
| Kestra Advisory Services, LLC | $6.4M | 42,920 | 0.02% | 24q | -11.9%-$871.8K |
| Quantinno Capital Management LP | $6.4M | 42,745 | 0.01% | 15q | +16.7%+$918.5K |
| ASSETMARK, INC | $6.4M | 42,573 | 0.01% | 18q | +87.0%+$3.0M |
| Brookstone Capital Management | $6.4M | 42,540 | 0.06% | 21q | +13.0%+$733.1K |
| Atria Investments, Inc | $6.3M | 42,020 | 0.06% | 12q | +3.6%+$218.3K |
| Gerald Baker Financial Group LLC | $6.2M | 41,521 | 1.77% | 2q | -11.6%-$815.7K |
| Qube Research & Technologies Ltd | $6.2M | 41,460 | 0.01% | 2q | +17848.1%+$6.2M |
| Foundations Investment Advisors, LLC | $6.2M | 41,043 | 0.06% | 15q | -15.4%-$1.1M |
| Strengthening Families & Communities, LLC | $6.1M | 40,677 | 1.36% | 19q | +1.0%+$57.9K |
| Guardian Wealth Management, LLC | $5.7M | 38,044 | 1.60% | 3q | -6.9%-$422.8K |
| M Holdings Securities, Inc. | $5.6M | 37,063 | 0.77% | 3q | -17.7%-$1.2M |
| MONTAG A & ASSOCIATES INC | $5.6M | 37,024 | 0.23% | 22q | -28.1%-$2.2M |
| Grove Bank & Trust | $5.5M | 36,816 | 0.55% | 31q | -52.1%-$6.0M |
| LRI Investments, LLC | $5.4M | 35,822 | 0.43% | 8q | HELD |
| Anchor Investment Management, LLC | $5.2M | 34,917 | 0.39% | 36q | -5.8%-$325.0K |
| NewEdge Advisors, LLC | $5.2M | 34,852 | 0.02% | 31q | -49.4%-$5.1M |
| M&T Bank Corp | $5.2M | 34,692 | 0.02% | 26q | -12.0%-$709.2K |
| GoalFusion Wealth Management, LLC | $5.2M | 34,639 | 2.10% | 19q | +10.0%+$472.0K |
| Flatrock Wealth Partners LLC | $5.1M | 34,265 | 2.02% | 3q | -3.9%-$206.9K |
| AQR CAPITAL MANAGEMENT LLC | $5.1M | 33,841 | 0.00% | 6q | +124.7%+$2.8M |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $4.9M | 32,961 | 0.50% | 31q | -0.8%-$37.5K |
| JANE STREET GROUP, LLC | $4.9M incl. $1.8M options CALL | 20,781 | 0.00% | 9q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $4.9M | 32,531 | 0.32% | 23q | HELD |
| Royal Fund Management, LLC | $4.8M | 32,252 | 0.40% | 15q | +6.4%+$292.5K |
| Journey Advisory Group, LLC | $4.8M | 32,074 | 0.37% | new | NEW |
| Beacon Pointe Advisors, LLC | $4.8M | 31,906 | 0.02% | 18q | -14.0%-$781.3K |
| TRUIST FINANCIAL CORP | $4.8M | 31,884 | 0.01% | 27q | -5.6%-$283.7K |
| CX Institutional | $4.5M | 30,284 | 0.13% | 15q | +5.8%+$250.0K |
| Parallel Advisors, LLC | $4.5M | 29,890 | 0.07% | 31q | -1.4%-$64.6K |
| FMR LLC | $4.5M | 29,713 | 0.00% | 31q | +23.9%+$861.0K |
| Tower Research Capital LLC (TRC) | $4.3M | 28,768 | 0.11% | new | NEW |
| NATIXIS ADVISORS, LLC | $4.3M | 28,483 | 0.00% | 9q | -1.4%-$59.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 30,473 | 0.01% | 12q | -8.0%-$366.6K |
| Concurrent Investment Advisors, LLC | $4.2M | 27,752 | 0.04% | 11q | -26.4%-$1.5M |
Showing the largest 100 of 768 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 | 302 | $483.9M | 2,810,916 | 38 | 75 | 82 | 0.0% |
| Q2 2026 | 768 | $3.1B | 20,639,525 | 54 | 197 | 274 | 0.7% |
| Q1 2026 | 788 | $3.8B | 21,646,756 | 141 | 222 | 209 | 1.6% |
| Q4 2025 | 673 | $2.6B | 20,238,568 | 49 | 198 | 197 | 0.6% |
| Q3 2025 | 641 | $2.6B | 20,132,308 | 45 | 194 | 204 | 1.0% |
| Q2 2025 | 653 | $2.5B | 21,045,367 | 30 | 208 | 230 | 0.8% |
| Q1 2025 | 700 | $2.6B | 20,087,085 | 63 | 214 | 233 | 0.6% |
| Q4 2024 | 696 | $3.1B | 25,336,993 | 76 | 245 | 169 | 0.6% |
| Q3 2024 | 626 | $2.6B | 21,012,536 | 53 | 191 | 189 | 0.6% |
| Q2 2024 | 626 | $2.9B | 22,514,914 | 45 | 184 | 195 | 0.4% |
| Q1 2024 | 632 | $3.6B | 27,064,789 | 62 | 192 | 190 | 0.5% |
| Q4 2023 | 627 | $3.0B | 25,220,398 | 52 | 191 | 199 | 0.6% |
| Q3 2023 | 605 | $3.6B | 27,918,683 | 64 | 193 | 153 | 1.6% |
| Q2 2023 | 570 | $2.6B | 20,627,963 | 36 | 155 | 186 | 0.8% |
| Q1 2023 | 566 | $2.5B | 21,378,266 | 35 | 153 | 207 | 0.9% |
| Q4 2022 | 600 | $3.2B | 26,330,509 | 91 | 180 | 156 | 1.6% |
| Q3 2022 | 514 | $35.8B | 352,082,559 | 38 | 162 | 152 | 0.1% |
| Q2 2022 | 545 | $32.7B | 328,214,624 | 55 | 155 | 188 | 0.1% |
| Q1 2022 | 535 | $21.0B | 195,577,985 | 100 | 172 | 149 | 0.2% |
| Q4 2021 | 478 | $22.1B | 284,402,081 | 61 | 157 | 97 | 0.2% |
| Q3 2021 | 408 | $9.4B | 126,252,125 | 21 | 141 | 110 | 0.3% |
| Q2 2021 | 421 | $8.5B | 111,867,994 | 59 | 135 | 116 | 0.3% |
| Q1 2021 | 390 | $6.1B | 89,667,201 | 70 | 121 | 91 | 0.4% |
| Q4 2020 | 344 | $3.8B | 72,539,437 | 67 | 90 | 87 | 0.6% |
| Q3 2020 | 288 | $8.5B | 217,224,851 | 21 | 83 | 101 | 0.1% |
| Q2 2020 | 300 | $19.7B | 403,146,146 | 59 | 100 | 87 | 0.1% |
| Q1 2020 | 283 | $3.8B | 99,987,147 | 65 | 106 | 72 | 0.2% |
| Q4 2019 | 317 | $5.5B | 67,578,235 | 37 | 80 | 106 | 0.3% |
| Q3 2019 | 284 | $2.3B | 28,726,148 | 20 | 75 | 112 | 0.7% |
| Q2 2019 | 317 | $13.0B | 152,742,727 | 30 | 90 | 103 | 0.3% |
| Q1 2019 | 330 | $18.0B | 201,166,643 | 41 | 85 | 112 | 0.1% |
| Q4 2018 | 323 | $15.0B | 192,568,096 | 5 | 8 | 8 | 0.0% |