DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (VGT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
2,213
Reporting holders
$53.6B
Reported value
0.9%
Calls
0.5%
Puts
+221
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/ | $13.9B | 115,992,557 | 0.89% | 31q | -4.0%-$580.1M |
| PeakShares LLC | $5.5B | 45,916,000 | 4.08% | 3q | +79372.4%+$5.5B |
| JPMORGAN CHASE & CO | $5.4B | 46,534,933 | 0.30% | 31q | -9.5%-$572.1M |
| MORGAN STANLEY | $2.1B | 17,388,472 | 0.11% | 35q | +2.5%+$51.3M |
| WELLS FARGO & COMPANY/MN | $1.5B | 12,326,837 | 0.24% | 31q | HELD |
| UBS Group AG | $1.4B incl. $1.2M options CALL | 11,841,166 | 0.18% | 31q | -3.6%-$53.1M |
| LPL Financial LLC | $1.2B | 10,335,429 | 0.28% | 31q | +3.1%+$37.6M |
| PGIM Custom Harvest LLC | $814.4M | 6,813,664 | 10.20% | 19q | +3.4%+$27.1M |
| RAYMOND JAMES FINANCIAL INC | $798.8M | 6,683,406 | 0.22% | 7q | +2.8%+$22.0M |
| ROYAL BANK OF CANADA | $717.6M | 6,003,836 | 0.11% | 31q | +3.3%+$22.6M |
| Focus Partners Wealth | $606.0M | 5,070,432 | 0.62% | 11q | -1.9%-$11.6M |
| AMERIPRISE FINANCIAL INC | $580.2M | 4,852,350 | 0.12% | 31q | -8.0%-$50.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $565.5M | 4,731,562 | 0.30% | 31q | -5.3%-$31.6M |
| HighTower Advisors, LLC | $436.4M | 3,651,091 | 0.42% | 22q | +7.8%+$31.7M |
| ENVESTNET ASSET MANAGEMENT INC | $398.0M | 3,330,327 | 0.09% | 31q | +14.7%+$50.9M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $397.7M | 3,327,214 | 2.98% | 4q | -11.8%-$53.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $394.5M incl. $393.8M options CALL+PUT | 5,802 | 0.03% | 31q | -98.2%-$22.1B |
| STIFEL FINANCIAL CORP | $388.2M | 3,247,737 | 0.32% | 31q | -0.9%-$3.6M |
| Cetera Investment Advisers | $333.2M | 2,787,472 | 0.30% | 31q | +3.8%+$12.3M |
| Cambridge Investment Research Advisors, Inc. | $329.6M | 2,758,025 | 0.38% | 31q | +106.0%+$169.6M |
| Copos Capital B.V. | $318.9M | 2,668,098 | 43.09% | new | NEW |
| Harel Insurance Investments & Financial Services Ltd. | $289.4M | 2,421,267 | 1.41% | 19q | -0.8%-$2.4M |
| Rockefeller Capital Management L.P. | $284.0M | 2,376,374 | 0.44% | 31q | -0.9%-$2.5M |
| PNC Financial Services Group, Inc. | $279.6M | 2,338,976 | 0.14% | 31q | -2.0%-$5.7M |
| Janney Montgomery Scott LLC | $279.2M | 2,335,977 | 0.54% | 31q | +4.2%+$11.3M |
| OSAIC HOLDINGS, INC. | $261.9M | 2,190,521 | 0.31% | 26q | +4.4%+$10.9M |
| Timothy G. Youngquist 2020 Irrevocable Trust | $259.7M | 2,172,703 | 50.91% | new | NEW |
| NORTHERN TRUST CORP | $248.9M | 2,082,247 | 0.03% | 31q | HELD |
| Cerity Partners LLC | $239.7M | 2,005,312 | 0.29% | 21q | HELD |
| Russell Investments Group, Ltd. | $214.1M | 1,791,427 | 0.19% | 9q | -19.6%-$52.2M |
| Lido Advisors, LLC | $208.8M | 1,746,873 | 0.57% | 31q | HELD |
| CITADEL ADVISORS LLC | $201.6M CALL+PUT | options only | 0.02% | 25q | OPTIONS |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $195.8M | 1,637,816 | 0.83% | 14q | HELD |
| Equitable Holdings, Inc. | $188.8M | 1,646,288 | 1.13% | 27q | -3.3%-$6.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $183.4M | 1,534,304 | 0.23% | 31q | -0.9%-$1.7M |
| Compass Financial Group, INC/SD | $166.1M | 1,389,983 | 19.06% | 15q | +6.8%+$10.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $165.2M | 1,382,213 | 0.20% | 30q | +3.0%+$4.9M |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | $164.7M | 1,378,210 | 13.48% | 31q | -1.2%-$2.1M |
| TRUIST FINANCIAL CORP | $163.0M | 1,364,127 | 0.19% | 28q | -2.9%-$4.9M |
| TAIYO LIFE INSURANCE CO | $161.6M | 1,352,000 | 14.77% | 17q | HELD |
| Creative Planning | $159.0M | 1,330,391 | 0.09% | 31q | +4.1%+$6.2M |
| GOLDMAN SACHS GROUP INC | $140.4M | 1,174,833 | 0.01% | 31q | +8.1%+$10.6M |
| JANE STREET GROUP, LLC | $136.7M incl. $132.1M options CALL+PUT | 38,070 | 0.01% | 11q | -82.7%-$651.3M |
| ASSETMARK, INC | $130.9M | 1,095,198 | 0.23% | 11q | +0.9%+$1.2M |
| 71 West Capital Partners | $129.7M | 1,085,047 | 4.48% | 3q | HELD |
| M&T Bank Corp | $123.6M | 1,034,424 | 0.36% | 26q | -5.0%-$6.5M |
| ARMSTRONG ADVISORY GROUP, INC | $122.8M | 1,027,235 | 7.47% | 15q | +0.5%+$620.0K |
| FIFTH THIRD BANCORP | $115.8M | 969,149 | 0.19% | 31q | +2.0%+$2.3M |
| MML INVESTORS SERVICES, LLC | $114.4M | 957,077 | 0.23% | 31q | +48.8%+$37.5M |
| BROWN ADVISORY INC | $111.7M | 934,244 | 0.17% | 31q | +0.6%+$688.0K |
| BAILARD, INC. | $109.0M | 912,145 | 2.22% | 31q | HELD |
| Corient Private Wealth LP | $105.6M | 883,770 | 0.15% | 15q | -3.3%-$3.6M |
| Beacon Capital Management, Inc. | $101.6M | 849,662 | 6.14% | 31q | +5.3%+$5.1M |
| JONES FINANCIAL COMPANIES LLLP | $99.2M | 870,044 | 0.04% | 22q | +14.4%+$12.5M |
| NORTHSTAR ASSET MANAGEMENT Co | $98.7M | 870,728 | 18.58% | 31q | HELD |
| Silicon Valley Capital Partners | $88.8M | 743,368 | 7.20% | 28q | -3.0%-$2.8M |
| Sanctuary Advisors, LLC | $87.1M | 728,486 | 0.40% | 9q | +0.6%+$513.2K |
| Kestra Advisory Services, LLC | $85.2M | 712,922 | 0.27% | 24q | -10.9%-$10.5M |
| Yarbrough Capital, LLC | $85.2M | 712,463 | 2.55% | 19q | HELD |
| AGF MANAGEMENT LTD | $82.5M | 689,855 | 0.32% | 15q | -8.5%-$7.7M |
| FMR LLC | $81.3M | 679,952 | 0.00% | 31q | +6.0%+$4.6M |
| Mariner, LLC | $80.8M | 676,214 | 0.08% | 31q | -10.0%-$9.0M |
| Systematic Alpha Investments, LLC | $78.7M | 658,400 | 2.11% | 23q | -87.5%-$550.8M |
| AQR CAPITAL MANAGEMENT LLC | $77.8M | 651,104 | 0.03% | 11q | +54.7%+$27.5M |
| MAI Capital Management | $77.2M | 646,089 | 0.29% | 31q | +8.9%+$6.3M |
| BANK OF MONTREAL /CAN/ | $77.0M | 644,542 | 0.03% | 31q | +7.3%+$5.2M |
| WBH ADVISORY INC | $76.3M | 637,972 | 5.12% | 30q | -1.3%-$1.0M |
| KCM INVESTMENT ADVISORS LLC | $73.8M | 617,483 | 2.19% | 31q | +1.0%+$761.5K |
| Apollon Wealth Management, LLC | $69.4M | 580,586 | 0.84% | 22q | HELD |
| Spire Wealth Management | $68.8M | 575,609 | 2.08% | 22q | -3.8%-$2.7M |
| PEAPACK GLADSTONE FINANCIAL CORP | $68.7M | 574,522 | 0.79% | 25q | -2.9%-$2.0M |
| Quantinno Capital Management LP | $68.4M | 571,960 | 0.08% | 13q | +13.6%+$8.2M |
| AMI INVESTMENT MANAGEMENT INC | $60.0M | 502,036 | 12.75% | 31q | -10.4%-$7.0M |
| Fisher Asset Management, LLC | $59.5M | 498,063 | 0.02% | 31q | -3.9%-$2.4M |
| Steward Partners Investment Advisory, LLC | $58.9M | 492,797 | 0.30% | 31q | +13.3%+$6.9M |
| Private Advisor Group, LLC | $57.8M | 483,603 | 0.26% | 31q | -2.3%-$1.3M |
| TRUST CO OF OKLAHOMA | $57.8M | 483,407 | 14.85% | 30q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $57.6M | 481,712 | 0.04% | 5q | +274.8%+$42.2M |
| Ameritas Advisory Services, LLC | $57.5M | 481,000 | 1.16% | 19q | +97.0%+$28.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $56.9M | 560,526 | 0.10% | 14q | +14.2%+$7.1M |
| Marks Wealth, LLC | $56.2M | 469,868 | 12.16% | new | NEW |
| PINNACLE ASSOCIATES LTD | $53.7M | 449,691 | 0.59% | 31q | -0.6%-$338.1K |
| Elwood & Goetz Wealth Advisory Group, LLC | $53.4M | 446,871 | 7.90% | 26q | +2.4%+$1.2M |
| PARK NATIONAL CORP /OH/ | $51.3M | 429,410 | 1.44% | 15q | -8.4%-$4.7M |
| CVA Family Office, LLC | $50.7M | 424,608 | 4.60% | 27q | +0.5%+$263.9K |
| JOHNSON INVESTMENT COUNSEL INC | $49.0M | 410,374 | 0.36% | 31q | +7.0%+$3.2M |
| IEQ CAPITAL, LLC | $48.4M | 404,951 | 0.22% | 27q | -7.9%-$4.1M |
| EP Wealth Advisors, LLC | $46.3M | 387,549 | 0.18% | 14q | +3.4%+$1.5M |
| NewEdge Advisors, LLC | $46.3M | 387,394 | 0.14% | 17q | +23.0%+$8.6M |
| SBI Securities Co., Ltd. | $45.2M | 377,925 | 1.03% | 7q | -1.4%-$656.3K |
| &PARTNERS | $44.0M | 368,011 | 0.18% | 9q | +3.1%+$1.3M |
| Winthrop Capital Management, LLC | $43.7M | 365,715 | 10.56% | 11q | -0.6%-$247.3K |
| Clal Insurance Enterprises Holdings Ltd | $42.9M | 359,136 | 0.19% | 12q | +3125.0%+$41.6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $42.6M | 356,204 | 0.15% | 2q | HELD |
| MassMutual Private Wealth & Trust, FSB | $42.0M | 351,436 | 1.09% | 31q | -7.1%-$3.2M |
| Madison Asset Management, LLC | $41.8M | 349,907 | 0.50% | 27q | -12.3%-$5.9M |
| Circle Wealth Management, LLC | $41.1M | 343,949 | 0.52% | 13q | HELD |
| HARBOUR INVESTMENTS, INC. | $41.1M | 343,516 | 0.55% | 21q | -1.0%-$413.5K |
| Baird Financial Group, Inc. | $40.5M | 339,197 | 0.06% | 31q | +1.8%+$721.5K |
| FIRST MERCHANTS CORP | $39.6M | 331,585 | 1.40% | 31q | +5.6%+$2.1M |
Showing the largest 100 of 2,213 reported holders.
Q2 2026 in brief
In Q2 2026, 2,213 managers that file Form 13F reported holding Vanguard World Fd (VGT), $53.6B in all. 319 managers opened a position and 98 sold out completely, against 1,992 holders the quarter before. Largest holders: Bank Of America Corp /De/, Peakshares Llc and Jpmorgan Chase & Co. Largest new positions: Copos Capital B.V. ($318.9M), Timothy G. Youngquist 2020 Irrevocable Trust ($259.7M) and Marks Wealth, Llc ($56.2M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
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 | 1,020 | $5.8B | 45,894,579 | 69 | 257 | 283 | 0.0% |
| Q2 2026 | 2,213 | $53.6B | 443,944,156 | 283 | 575 | 683 | 1.4% |
| Q1 2026 | 1,992 | $35.6B | 51,674,065 | 92 | 585 | 639 | 1.7% |
| Q4 2025 | 2,033 | $39.6B | 51,733,196 | 120 | 560 | 573 | 1.9% |
| Q3 2025 | 1,864 | $44.4B | 58,810,838 | 141 | 522 | 531 | 1.2% |
| Q2 2025 | 1,793 | $34.3B | 50,435,829 | 176 | 556 | 482 | 2.5% |
| Q1 2025 | 1,676 | $27.1B | 48,260,812 | 86 | 526 | 523 | 3.2% |
| Q4 2024 | 1,749 | $31.1B | 48,569,645 | 113 | 498 | 452 | 2.9% |
| Q3 2024 | 1,577 | $31.5B | 52,571,551 | 112 | 465 | 451 | 2.0% |
| Q2 2024 | 1,537 | $30.1B | 51,683,667 | 136 | 440 | 403 | 1.0% |
| Q1 2024 | 1,464 | $29.4B | 55,401,569 | 126 | 446 | 446 | 1.1% |
| Q4 2023 | 1,401 | $26.2B | 53,457,116 | 129 | 362 | 411 | 1.1% |
| Q3 2023 | 1,253 | $19.3B | 45,917,880 | 62 | 353 | 364 | 1.1% |
| Q2 2023 | 1,275 | $21.3B | 47,347,216 | 103 | 318 | 441 | 1.2% |
| Q1 2023 | 1,201 | $19.6B | 50,202,396 | 122 | 315 | 392 | 0.9% |
| Q4 2022 | 1,147 | $16.9B | 52,080,688 | 86 | 300 | 395 | 1.0% |
| Q3 2022 | 1,054 | $144.7B | 470,034,155 | 56 | 310 | 337 | 0.1% |
| Q2 2022 | 1,087 | $146.5B | 447,766,634 | 57 | 305 | 390 | 0.1% |
| Q1 2022 | 1,179 | $176.2B | 422,822,013 | 58 | 348 | 412 | 0.1% |
| Q4 2021 | 1,220 | $200.5B | 437,107,427 | 107 | 362 | 281 | 0.1% |
| Q3 2021 | 1,046 | $221.4B | 551,418,112 | 69 | 316 | 268 | 0.0% |
| Q2 2021 | 1,015 | $213.5B | 535,216,908 | 88 | 303 | 292 | 0.0% |
| Q1 2021 | 969 | $180.6B | 502,291,251 | 50 | 284 | 350 | 0.0% |
| Q4 2020 | 991 | $187.0B | 528,453,532 | 77 | 259 | 285 | 0.0% |
| Q3 2020 | 872 | $167.2B | 536,621,057 | 79 | 257 | 291 | 0.0% |
| Q2 2020 | 821 | $118.1B | 423,813,525 | 110 | 258 | 232 | 0.0% |
| Q1 2020 | 767 | $73.9B | 350,205,797 | 92 | 239 | 258 | 0.0% |
| Q4 2019 | 748 | $64.8B | 264,697,488 | 83 | 214 | 177 | 0.0% |
| Q3 2019 | 620 | $52.9B | 245,342,260 | 42 | 166 | 194 | 0.0% |
| Q2 2019 | 612 | $51.1B | 242,233,256 | 61 | 159 | 196 | 0.0% |
| Q1 2019 | 607 | $55.8B | 278,027,340 | 66 | 155 | 205 | 0.0% |
| Q4 2018 | 582 | $44.4B | 266,025,211 | 4 | 7 | 12 | 0.0% |