DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (VHT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,128
Reporting holders
$6.4B
Reported value
0.4%
Calls
0.3%
Puts
+32
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/ | $529.7M | 1,771,554 | 0.03% | 31q | +3.4%+$17.6M |
| MORGAN STANLEY | $463.6M | 1,550,340 | 0.02% | 35q | -1.5%-$6.9M |
| UBS Group AG | $406.0M | 1,357,653 | 0.05% | 31q | +12.9%+$46.3M |
| PGIM Custom Harvest LLC | $271.8M | 909,110 | 3.40% | 19q | +2.9%+$7.7M |
| Clal Insurance Enterprises Holdings Ltd | $242.8M | 812,000 | 1.09% | 3q | -7.0%-$18.2M |
| LPL Financial LLC | $242.4M | 810,666 | 0.05% | 31q | +2.2%+$5.2M |
| EVERETT HARRIS & CO /CA/ | $219.4M | 733,600 | 2.69% | 31q | +1.0%+$2.2M |
| WELLS FARGO & COMPANY/MN | $216.8M | 724,983 | 0.04% | 31q | -5.2%-$11.9M |
| ROYAL BANK OF CANADA | $138.7M | 463,799 | 0.02% | 31q | +12.8%+$15.8M |
| ENVESTNET ASSET MANAGEMENT INC | $127.5M | 426,345 | 0.03% | 31q | -7.3%-$10.0M |
| RAYMOND JAMES FINANCIAL INC | $120.3M | 402,445 | 0.03% | 7q | +4.8%+$5.5M |
| Cetera Investment Advisers | $114.0M | 381,223 | 0.10% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $110.0M | 367,792 | 0.02% | 31q | +6.0%+$6.2M |
| Beacon Capital Management, Inc. | $92.8M | 310,253 | 5.61% | 31q | -12.0%-$12.6M |
| Cambridge Investment Research Advisors, Inc. | $82.9M | 277,216 | 0.09% | 31q | +103.0%+$42.1M |
| OSAIC HOLDINGS, INC. | $76.8M | 256,444 | 0.09% | 26q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $70.9M | 237,159 | 0.04% | 31q | -6.5%-$4.9M |
| JPMORGAN CHASE & CO | $67.2M | 222,064 | 0.00% | 31q | +1.6%+$1.0M |
| STIFEL FINANCIAL CORP | $64.9M | 217,181 | 0.05% | 31q | +3.5%+$2.2M |
| MAI Capital Management | $60.4M | 201,925 | 0.23% | 23q | +8.6%+$4.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $57.6M | 192,656 | 0.07% | 31q | -3.2%-$1.9M |
| Allied Investment Advisors, LLC | $54.1M | 180,940 | 6.79% | 31q | +5.4%+$2.8M |
| INVICTUS PRIVATE WEALTH, LLC | $53.0M | 177,385 | 2.85% | 15q | HELD |
| PNC Financial Services Group, Inc. | $40.9M | 136,925 | 0.02% | 31q | -3.0%-$1.3M |
| Focus Partners Wealth | $40.3M | 134,801 | 0.04% | 11q | -3.7%-$1.6M |
| Ameritas Advisory Services, LLC | $39.6M | 132,369 | 0.80% | 19q | +49.3%+$13.1M |
| Janney Montgomery Scott LLC | $39.0M | 130,319 | 0.08% | 31q | -3.2%-$1.3M |
| Lido Advisors, LLC | $38.6M | 128,929 | 0.10% | 4q | +1.7%+$657.8K |
| ARMSTRONG ADVISORY GROUP, INC | $35.1M | 117,430 | 2.14% | 15q | HELD |
| MML INVESTORS SERVICES, LLC | $35.0M | 117,147 | 0.07% | 31q | +10.1%+$3.2M |
| CITADEL ADVISORS LLC | $33.4M incl. $26.8M options CALL+PUT | 22,040 | 0.00% | 22q | +8.2%+$2.5M |
| TRUIST FINANCIAL CORP | $31.6M | 105,841 | 0.04% | 27q | -1.1%-$367.2K |
| AGF MANAGEMENT LTD | $30.4M | 101,584 | 0.12% | 15q | -5.0%-$1.6M |
| TRUST CO OF VERMONT | $30.1M | 100,678 | 1.12% | 6q | +17.7%+$4.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $29.7M | 99,226 | 0.04% | 30q | -1.2%-$358.8K |
| PEAPACK GLADSTONE FINANCIAL CORP | $29.5M | 98,596 | 0.34% | 31q | -1.3%-$399.8K |
| Rockefeller Capital Management L.P. | $28.8M | 96,248 | 0.04% | 29q | -1.8%-$515.2K |
| Wheelhouse Advisory Group LLC | $26.9M | 89,830 | 7.58% | 11q | +5.4%+$1.4M |
| JONES FINANCIAL COMPANIES LLLP | $26.7M | 88,576 | 0.01% | 23q | +8.2%+$2.0M |
| Capital Advantage, Inc. | $26.5M | 88,732 | 3.24% | 29q | HELD |
| Steward Partners Investment Advisory, LLC | $26.2M | 87,583 | 0.13% | 31q | -57.8%-$35.9M |
| M&T Bank Corp | $25.1M | 83,896 | 0.07% | 26q | -5.2%-$1.4M |
| ALTFEST L J & CO INC | $24.4M | 81,445 | 2.36% | 31q | +1318.4%+$22.6M |
| Creative Planning | $24.3M | 81,231 | 0.01% | 31q | -2.4%-$601.9K |
| CAPTRUST FINANCIAL ADVISORS | $24.2M | 80,846 | 0.04% | 31q | -2.8%-$703.6K |
| Cerity Partners LLC | $23.5M | 78,577 | 0.03% | 19q | -3.0%-$718.8K |
| CHAI TRUST CO LLC | $19.3M | 64,431 | 1.32% | 27q | +0.5%+$105.3K |
| Stratos Wealth Partners, LTD. | $19.2M | 64,153 | 0.19% | 31q | HELD |
| PRINCIPAL SECURITIES, INC. | $18.9M | 63,260 | 0.23% | 11q | +9.7%+$1.7M |
| Main Management LLC | $18.5M | 61,738 | 1.24% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $18.3M | 61,152 | 0.00% | 31q | +2.6%+$461.7K |
| Kestra Advisory Services, LLC | $18.0M | 60,071 | 0.06% | 24q | +1.7%+$296.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.7M incl. $14.3M options CALL+PUT | 11,396 | 0.00% | 31q | -48.5%-$16.7M |
| Mariner, LLC | $17.6M | 58,951 | 0.02% | 31q | -22.7%-$5.2M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $17.4M | 58,281 | 0.31% | 22q | +3.3%+$553.8K |
| Baird Financial Group, Inc. | $17.1M | 57,247 | 0.02% | 31q | +3.9%+$636.3K |
| KCM INVESTMENT ADVISORS LLC | $17.1M | 57,047 | 0.51% | 31q | +6.4%+$1.0M |
| WBH ADVISORY INC | $17.0M | 56,991 | 1.14% | 30q | -3.0%-$518.2K |
| HighTower Advisors, LLC | $16.3M | 54,416 | 0.02% | 22q | -2.2%-$368.4K |
| BANK OF MONTREAL /CAN/ | $15.8M | 52,674 | 0.01% | 31q | +2.3%+$351.0K |
| Cedar Mountain Advisors, LLC | $15.6M | 52,193 | 2.69% | 27q | +0.6%+$95.7K |
| Morningstar Investment Management LLC | $15.4M | 56,514 | 0.95% | 27q | HELD |
| Lakeshore Financial Planning, Inc. | $15.4M | 51,457 | 4.95% | 6q | -9.1%-$1.5M |
| Marotta Asset Management | $15.2M | 50,601 | 2.53% | 26q | -5.1%-$825.8K |
| JOHNSON INVESTMENT COUNSEL INC | $15.0M | 50,139 | 0.11% | 31q | +10.1%+$1.4M |
| Bank of the Bluegrass & Trust Co. | $14.6M | 46,059 | 4.48% | new | FIRST |
| Private Advisor Group, LLC | $14.5M | 48,389 | 0.07% | 31q | +11.4%+$1.5M |
| Integrated Wealth Concepts LLC | $14.5M | 48,348 | 0.09% | 21q | HELD |
| FMR LLC | $14.3M | 47,916 | 0.00% | 31q | +4.2%+$576.8K |
| Empower Advisory Group, LLC | $14.3M | 47,734 | 0.03% | 14q | +46.0%+$4.5M |
| Ballast, Inc. | $13.8M | 46,127 | 2.60% | 31q | +14.7%+$1.8M |
| Adaptive Financial Consulting, LLC | $13.3M | 44,515 | 4.66% | 27q | +1.9%+$253.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $13.3M | 44,319 | 0.89% | 14q | +1.4%+$180.9K |
| Corient Private Wealth LP | $12.8M | 42,930 | 0.02% | 15q | -2.2%-$292.1K |
| FIFTH THIRD BANCORP | $12.8M | 42,791 | 0.02% | 31q | -0.8%-$99.6K |
| SP Asset Management LLC | $12.6M | 42,255 | 1.01% | 14q | +5.7%+$683.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.6M | 48,420 | 0.02% | 13q | -2.5%-$316.9K |
| DMKC Advisory Services, LLC | $12.3M | 41,280 | 2.33% | 7q | +15.9%+$1.7M |
| Atlas Legacy Advisors, LLC | $12.2M | 40,787 | 1.80% | 7q | +2.2%+$261.2K |
| SOUTHERN CAPITAL SERVICES INC /ADV | $12.1M | 40,402 | 6.78% | 3q | +9.9%+$1.1M |
| MassMutual Private Wealth & Trust, FSB | $12.0M | 40,007 | 0.31% | 31q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $11.8M | 39,501 | 0.19% | 12q | -1.3%-$161.2K |
| Focus Financial Network, Inc. | $11.6M | 38,701 | 0.36% | 29q | +9.7%+$1.0M |
| TrueWealth Financial Partners | $11.1M | 37,253 | 4.60% | 2q | +1.7%+$183.9K |
| Mosley Wealth Management | $11.1M | 37,158 | 3.54% | 3q | +1964.3%+$10.6M |
| New England Private Wealth Advisors LLC | $10.6M | 34,728 | 1.02% | 31q | -8.5%-$982.3K |
| Royal Fund Management, LLC | $10.5M | 35,235 | 0.88% | 34q | +6.4%+$632.1K |
| Polianta Ltd | $10.2M | 34,200 | 1.26% | 2q | HELD |
| TRUST CO OF OKLAHOMA | $10.1M | 33,654 | 2.59% | 30q | HELD |
| PARAGON FINANCIAL PARTNERS, INC. | $9.9M | 32,467 | 5.28% | 19q | -2.6%-$267.0K |
| Merit Financial Group, LLC | $9.9M | 32,984 | 0.06% | 19q | HELD |
| LM Advisors LLC | $9.3M | 30,901 | 1.07% | 11q | +263.9%+$6.7M |
| PRUDENTIAL PLC | $9.2M | 30,700 | 0.05% | new | NEW |
| Waverly Advisors, LLC | $8.4M | 27,939 | 0.05% | 12q | +18.5%+$1.3M |
| Quantinno Capital Management LP | $8.3M | 27,880 | 0.01% | 11q | +33.7%+$2.1M |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $8.0M | 26,713 | 1.59% | 7q | -1.5%-$122.0K |
| Dakota Wealth Management | $8.0M | 26,641 | 0.15% | 28q | -11.1%-$991.8K |
| FINANCIAL MANAGEMENT NETWORK INC | $7.9M | 26,021 | 1.13% | 23q | -3.2%-$258.4K |
| Beacon Pointe Advisors, LLC | $7.9M | 26,357 | 0.04% | 24q | -2.3%-$188.1K |
| BTG Pactual Asset Management US LLC | $7.9M | 26,316 | 0.49% | 8q | +6.8%+$500.5K |
Showing the largest 100 of 1,129 reported holders. The count of 1,128 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 | 483 | $1.2B | 3,749,713 | 39 | 110 | 129 | 0.0% |
| Q2 2026 | 1,128 | $6.4B | 21,359,597 | 103 | 294 | 361 | 0.7% |
| Q1 2026 | 1,096 | $5.8B | 21,220,601 | 58 | 291 | 339 | 0.5% |
| Q4 2025 | 1,138 | $6.4B | 22,052,386 | 117 | 307 | 298 | 0.3% |
| Q3 2025 | 1,019 | $5.5B | 20,996,087 | 69 | 220 | 409 | 0.3% |
| Q2 2025 | 1,021 | $5.6B | 22,572,642 | 47 | 241 | 388 | 0.2% |
| Q1 2025 | 1,062 | $5.7B | 21,519,024 | 83 | 279 | 341 | 0.2% |
| Q4 2024 | 1,060 | $5.8B | 22,931,517 | 51 | 284 | 363 | 0.2% |
| Q3 2024 | 1,033 | $6.6B | 23,194,539 | 72 | 254 | 331 | 0.2% |
| Q2 2024 | 999 | $6.1B | 23,056,691 | 60 | 254 | 321 | 0.2% |
| Q1 2024 | 996 | $7.4B | 27,340,512 | 69 | 292 | 300 | 0.2% |
| Q4 2023 | 969 | $6.1B | 24,351,958 | 68 | 257 | 332 | 0.2% |
| Q3 2023 | 932 | $5.7B | 24,199,182 | 50 | 250 | 305 | 0.2% |
| Q2 2023 | 925 | $6.0B | 23,438,304 | 54 | 261 | 284 | 0.2% |
| Q1 2023 | 907 | $5.4B | 22,340,679 | 56 | 247 | 282 | 0.3% |
| Q4 2022 | 942 | $6.6B | 26,582,072 | 104 | 285 | 242 | 0.3% |
| Q3 2022 | 835 | $103.8B | 463,599,887 | 38 | 265 | 214 | 0.0% |
| Q2 2022 | 871 | $107.6B | 455,963,240 | 69 | 261 | 251 | 0.0% |
| Q1 2022 | 869 | $125.0B | 491,411,880 | 60 | 286 | 245 | 0.0% |
| Q4 2021 | 868 | $116.3B | 436,360,960 | 68 | 303 | 165 | 0.0% |
| Q3 2021 | 773 | $101.2B | 408,999,686 | 60 | 256 | 168 | 0.0% |
| Q2 2021 | 735 | $94.6B | 382,060,327 | 59 | 240 | 177 | 0.0% |
| Q1 2021 | 724 | $82.7B | 361,511,369 | 64 | 228 | 183 | 0.0% |
| Q4 2020 | 706 | $85.0B | 379,924,040 | 60 | 192 | 171 | 0.0% |
| Q3 2020 | 617 | $76.8B | 376,554,344 | 56 | 191 | 154 | 0.0% |
| Q2 2020 | 599 | $52.1B | 270,466,663 | 73 | 196 | 153 | 0.0% |
| Q1 2020 | 560 | $42.1B | 254,839,170 | 53 | 180 | 175 | 0.0% |
| Q4 2019 | 572 | $41.4B | 215,854,261 | 69 | 151 | 136 | 0.0% |
| Q3 2019 | 469 | $34.2B | 203,807,954 | 32 | 132 | 147 | 0.0% |
| Q2 2019 | 474 | $35.5B | 204,175,746 | 43 | 156 | 143 | 0.1% |
| Q1 2019 | 479 | $41.8B | 242,407,958 | 46 | 166 | 133 | 0.0% |
| Q4 2018 | 473 | $30.4B | 189,164,517 | 6 | 11 | 8 | 0.0% |