DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (VFH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
764
Reporting holders
$6.6B
Reported value
0.1%
Calls
0.0%
Puts
+19
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/ | $2.8B | 21,196,317 | 0.18% | 31q | -11.5%-$362.1M |
| MORGAN STANLEY | $490.8M | 3,729,437 | 0.03% | 35q | +1.7%+$8.4M |
| UBS Group AG | $255.1M | 1,938,513 | 0.03% | 9q | +1.7%+$4.3M |
| WELLS FARGO & COMPANY/MN | $238.4M | 1,811,916 | 0.04% | 31q | -6.3%-$15.9M |
| PGIM Custom Harvest LLC | $221.9M | 1,686,235 | 2.78% | 19q | +3.9%+$8.2M |
| RAYMOND JAMES FINANCIAL INC | $160.8M | 1,221,644 | 0.04% | 7q | -4.5%-$7.6M |
| LPL Financial LLC | $127.0M | 964,920 | 0.03% | 31q | +5.1%+$6.1M |
| FMR LLC | $122.5M | 930,485 | 0.01% | 31q | -3.5%-$4.5M |
| AMERIPRISE FINANCIAL INC | $97.8M | 742,857 | 0.02% | 31q | -20.3%-$24.9M |
| ROYAL BANK OF CANADA | $84.1M | 639,191 | 0.01% | 31q | +10.2%+$7.8M |
| TWO SIGMA INVESTMENTS, LP | $79.6M | 605,000 | 0.06% | 2q | -9.6%-$8.4M |
| ENVESTNET ASSET MANAGEMENT INC | $63.8M | 485,154 | 0.02% | 31q | +7.6%+$4.5M |
| Beacon Capital Management, Inc. | $62.9M | 478,035 | 3.81% | 31q | -13.8%-$10.0M |
| STIFEL FINANCIAL CORP | $59.4M | 451,392 | 0.05% | 31q | -2.5%-$1.5M |
| JPMORGAN CHASE & CO | $57.3M | 435,273 | 0.00% | 31q | -1.0%-$555.6K |
| Cetera Investment Advisers | $56.6M | 430,033 | 0.05% | 25q | +3.0%+$1.6M |
| Lido Advisors, LLC | $45.3M | 344,493 | 0.12% | 28q | +3.3%+$1.4M |
| OSAIC HOLDINGS, INC. | $39.9M | 303,034 | 0.05% | 26q | +18.0%+$6.1M |
| Allianz SE | $35.2M | 267,713 | 0.37% | 10q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $32.1M | 243,922 | 0.02% | 31q | -15.3%-$5.8M |
| Rockefeller Capital Management L.P. | $32.0M | 242,805 | 0.05% | 30q | -1.0%-$313.2K |
| M&T Bank Corp | $31.2M | 236,897 | 0.09% | 26q | -6.4%-$2.1M |
| TD Waterhouse Canada Inc. | $29.7M | 221,005 | 0.08% | 19q | +3.9%+$1.1M |
| Pinnacle Financial Partners, Inc. | $27.9M | 212,066 | 0.19% | 3q | HELD |
| KCM INVESTMENT ADVISORS LLC | $26.4M | 200,509 | 0.78% | 31q | +3.6%+$924.5K |
| Ameritas Advisory Services, LLC | $26.0M | 197,536 | 0.52% | 19q | +48.7%+$8.5M |
| Corient Private Wealth LP | $25.4M | 192,960 | 0.04% | 15q | -6.9%-$1.9M |
| PNC Financial Services Group, Inc. | $24.8M | 188,644 | 0.01% | 31q | -7.0%-$1.9M |
| Cambridge Investment Research Advisors, Inc. | $23.5M | 178,883 | 0.03% | 31q | +111.4%+$12.4M |
| Ayalon Insurance Comp Ltd. | $23.4M | 178,031 | 2.87% | 31q | HELD |
| Sanctuary Advisors, LLC | $22.7M | 172,422 | 0.11% | 9q | +42.6%+$6.8M |
| Janney Montgomery Scott LLC | $20.9M | 158,789 | 0.04% | 31q | +4.8%+$965.8K |
| Main Management LLC | $20.7M | 157,223 | 1.39% | 31q | HELD |
| CMH Wealth Management LLC | $19.8M | 150,808 | 3.03% | 31q | +3.8%+$727.0K |
| Cedar Mountain Advisors, LLC | $19.3M | 146,558 | 3.32% | 27q | +0.9%+$173.4K |
| TRUST CO OF OKLAHOMA | $18.8M | 142,855 | 4.83% | 30q | -0.5%-$98.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $18.8M | 142,504 | 0.02% | 22q | -5.1%-$1.0M |
| GOLDMAN SACHS GROUP INC | $18.3M | 138,842 | 0.00% | 31q | -3.7%-$705.5K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $18.3M | 138,679 | 0.24% | 8q | HELD |
| Mariner, LLC | $17.9M | 136,363 | 0.02% | 31q | -3.7%-$696.3K |
| FIFTH THIRD BANCORP | $17.6M | 133,814 | 0.03% | 31q | -1.8%-$331.5K |
| HighTower Advisors, LLC | $17.0M | 129,075 | 0.02% | 22q | -3.2%-$569.0K |
| ASSETMARK, INC | $15.9M | 120,753 | 0.03% | 31q | +144.7%+$9.4M |
| Focus Partners Wealth | $15.2M | 115,665 | 0.02% | 11q | -4.1%-$654.1K |
| Cresset Asset Management, LLC | $15.1M | 115,066 | 0.05% | 23q | +11.1%+$1.5M |
| SEARCY FINANCIAL SERVICES INC /ADV | $15.0M | 114,112 | 5.04% | 6q | HELD |
| MassMutual Private Wealth & Trust, FSB | $14.3M | 108,624 | 0.37% | 31q | -2.1%-$303.6K |
| Retirement Planning Group, LLC | $14.3M | 108,505 | 0.36% | 15q | +1491.9%+$13.4M |
| Winthrop Capital Management, LLC | $13.7M | 104,157 | 3.31% | 11q | +1.0%+$131.7K |
| JONES FINANCIAL COMPANIES LLLP | $13.6M | 103,222 | 0.01% | 23q | +12.5%+$1.5M |
| Quantinno Capital Management LP | $13.2M | 100,363 | 0.02% | 9q | +103.1%+$6.7M |
| WBH ADVISORY INC | $13.1M | 99,170 | 0.88% | 30q | -1.7%-$227.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.8M | 97,503 | 0.02% | 31q | -6.2%-$854.9K |
| Allen Investment Management, LLC | $12.6M | 95,861 | 0.15% | 18q | HELD |
| MML INVESTORS SERVICES, LLC | $11.8M | 89,745 | 0.02% | 31q | -46.0%-$10.1M |
| Wheelhouse Advisory Group LLC | $11.6M | 88,023 | 3.27% | 11q | +5.2%+$570.0K |
| Creative Planning | $10.7M | 81,376 | 0.01% | 31q | +3.8%+$388.6K |
| Mosley Wealth Management | $10.6M | 80,709 | 3.38% | 3q | +2191.6%+$10.2M |
| TRUIST FINANCIAL CORP | $10.5M | 79,657 | 0.01% | 27q | -9.3%-$1.1M |
| CHAI TRUST CO LLC | $10.3M | 78,503 | 0.71% | 17q | +0.6%+$57.9K |
| Cerity Partners LLC | $9.5M | 72,024 | 0.01% | 12q | -9.3%-$971.1K |
| CITADEL ADVISORS LLC | $9.1M incl. $2.4M options CALL+PUT | 51,543 | 0.00% | 25q | +161.3%+$5.6M |
| HANCOCK WHITNEY CORP | $8.8M | 67,154 | 0.15% | 5q | +14.2%+$1.1M |
| Madison Asset Management, LLC | $8.5M | 64,266 | 0.10% | 7q | -1.8%-$156.1K |
| Summit Financial, LLC | $8.3M | 63,181 | 0.09% | 6q | +7.4%+$571.4K |
| LCM Capital Management Inc | $8.3M | 63,009 | 3.60% | 23q | +1.8%+$144.4K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $8.2M | 62,306 | 1.64% | 7q | +5.5%+$423.9K |
| CALTON & ASSOCIATES, INC. | $8.1M | 61,387 | 1.18% | 5q | -30.3%-$3.5M |
| Kestra Advisory Services, LLC | $7.9M | 60,191 | 0.03% | 24q | -33.5%-$4.0M |
| ATLAS CAPITAL ADVISORS INC. | $7.7M | 58,483 | 0.84% | 30q | -2.6%-$207.9K |
| Bellwether Advisors, LLC | $7.6M | 58,048 | 1.13% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.2M incl. $5.4M options CALL+PUT | 13,282 | 0.00% | 31q | -68.6%-$15.6M |
| BTG Pactual Asset Management US LLC | $7.0M | 53,391 | 0.44% | 8q | +2.9%+$199.9K |
| Gibraltar Capital Management, Inc. | $6.9M | 52,142 | 1.06% | 6q | +2.9%+$190.8K |
| Annex Advisory Services, LLC | $6.7M | 51,200 | 0.12% | 3q | -0.9%-$58.7K |
| JOHNSON INVESTMENT COUNSEL INC | $6.5M | 49,276 | 0.05% | 31q | +3.6%+$228.2K |
| PENOBSCOT WEALTH MANAGEMENT | $6.4M | 48,290 | 1.70% | 21q | +2.2%+$134.0K |
| Curran Financial Partners, LLC | $6.3M | 48,196 | 0.94% | new | NEW |
| Integrated Wealth Concepts LLC | $6.3M | 48,166 | 0.04% | 30q | HELD |
| THEORY FINANCIAL LLC | $6.2M | 46,809 | 1.94% | 17q | -2.3%-$147.3K |
| AlphaCore Capital LLC | $6.2M | 46,790 | 0.11% | 6q | -5.1%-$333.2K |
| BANK OF MONTREAL /CAN/ | $6.1M | 46,549 | 0.00% | 31q | -3.9%-$249.3K |
| Equitable Holdings, Inc. | $6.1M | 46,168 | 0.04% | 27q | -9.0%-$603.2K |
| Merit Financial Group, LLC | $6.1M | 46,016 | 0.04% | 10q | HELD |
| Wall Street Financial Group, Inc. | $5.9M | 44,949 | 3.16% | 9q | +3.0%+$175.0K |
| Altura Wealth Advisors Inc. | $5.9M | 44,706 | 1.98% | 12q | +12.6%+$657.7K |
| LMG Wealth Partners, LLC | $5.7M | 43,632 | 0.92% | 14q | +6.8%+$366.2K |
| Cascade Financial Partners, LLC | $5.6M | 42,323 | 0.48% | 10q | +11.6%+$577.5K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $5.6M | 42,292 | 0.07% | 34q | HELD |
| Frank, Rimerman Advisors LLC | $5.5M | 41,579 | 0.31% | 23q | -12.3%-$769.5K |
| NATIXIS ADVISORS, LLC | $5.4M | 41,026 | 0.01% | 9q | -0.5%-$29.0K |
| Pathstone Holdings, LLC | $5.3M | 40,312 | 0.02% | 11q | +4.7%+$237.9K |
| Silver Coast Investments LLC | $5.2M | 39,595 | 1.55% | 6q | +2.1%+$108.4K |
| Foundations Investment Advisors, LLC | $5.2M | 39,230 | 0.05% | 14q | +5.4%+$264.5K |
| NORTHSTAR ASSET MANAGEMENT Co | $5.1M | 36,706 | 0.95% | 31q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $5.0M | 38,338 | 0.01% | 31q | -59.0%-$7.3M |
| MAI Capital Management | $5.0M | 37,853 | 0.02% | 23q | +21.1%+$869.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 53,420 | 0.01% | 12q | -1.2%-$58.1K |
| Anchor Investment Management, LLC | $4.8M | 36,585 | 0.36% | 38q | +1.6%+$73.8K |
| Quaker Wealth Management, LLC | $4.8M | 36,583 | 1.40% | 8q | +3.0%+$139.1K |
Showing the largest 100 of 764 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 | 313 | $545.1M | 4,197,663 | 28 | 63 | 74 | 0.1% |
| Q2 2026 | 764 | $6.6B | 50,108,839 | 72 | 185 | 228 | 0.1% |
| Q1 2026 | 745 | $6.5B | 54,117,272 | 56 | 188 | 234 | 0.1% |
| Q4 2025 | 754 | $7.1B | 52,965,568 | 59 | 220 | 191 | 0.1% |
| Q3 2025 | 709 | $7.0B | 53,082,454 | 49 | 183 | 208 | 0.1% |
| Q2 2025 | 710 | $6.8B | 53,330,334 | 61 | 171 | 216 | 0.2% |
| Q1 2025 | 707 | $6.3B | 52,963,455 | 53 | 226 | 189 | 0.2% |
| Q4 2024 | 710 | $6.3B | 52,975,579 | 70 | 215 | 159 | 0.1% |
| Q3 2024 | 636 | $5.8B | 53,067,593 | 50 | 173 | 191 | 0.1% |
| Q2 2024 | 619 | $5.1B | 51,443,971 | 47 | 143 | 197 | 0.2% |
| Q1 2024 | 630 | $5.6B | 54,868,775 | 79 | 159 | 191 | 0.2% |
| Q4 2023 | 593 | $5.6B | 60,647,921 | 53 | 135 | 205 | 0.1% |
| Q3 2023 | 550 | $4.7B | 58,918,772 | 51 | 157 | 180 | 0.1% |
| Q2 2023 | 534 | $4.2B | 51,887,046 | 45 | 126 | 195 | 0.2% |
| Q1 2023 | 534 | $4.0B | 50,688,032 | 33 | 134 | 198 | 0.2% |
| Q4 2022 | 582 | $4.7B | 56,305,394 | 54 | 167 | 174 | 0.1% |
| Q3 2022 | 541 | $52.8B | 708,255,066 | 39 | 134 | 177 | 0.0% |
| Q2 2022 | 566 | $54.2B | 701,990,744 | 44 | 163 | 189 | 0.0% |
| Q1 2022 | 603 | $71.8B | 768,140,738 | 57 | 234 | 150 | 0.0% |
| Q4 2021 | 605 | $63.7B | 659,567,974 | 60 | 216 | 106 | 0.0% |
| Q3 2021 | 531 | $53.6B | 578,210,184 | 52 | 171 | 136 | 0.0% |
| Q2 2021 | 510 | $50.8B | 561,416,234 | 51 | 181 | 118 | 0.0% |
| Q1 2021 | 493 | $48.9B | 578,064,824 | 79 | 166 | 115 | 0.0% |
| Q4 2020 | 437 | $38.3B | 525,904,332 | 61 | 110 | 132 | 0.0% |
| Q3 2020 | 374 | $39.8B | 680,175,958 | 40 | 107 | 123 | 0.0% |
| Q2 2020 | 357 | $26.5B | 462,544,232 | 52 | 78 | 151 | 0.0% |
| Q1 2020 | 349 | $38.7B | 762,804,626 | 35 | 80 | 150 | 0.0% |
| Q4 2019 | 406 | $52.8B | 692,116,270 | 38 | 113 | 116 | 0.0% |
| Q3 2019 | 357 | $46.5B | 664,232,028 | 31 | 91 | 132 | 0.0% |
| Q2 2019 | 362 | $41.5B | 600,723,094 | 28 | 108 | 129 | 0.0% |
| Q1 2019 | 375 | $44.1B | 683,461,920 | 42 | 92 | 134 | 0.0% |
| Q4 2018 | 377 | $35.7B | 601,173,284 | 5 | 5 | 8 | 0.0% |