DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (VIS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
629
Reporting holders
$4.7B
Reported value
0.0%
Calls
0.1%
Puts
+26
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/ | $1.5B | 4,059,536 | 0.09% | 31q | +3.4%+$48.4M |
| PGIM Custom Harvest LLC | $377.2M | 1,046,706 | 4.72% | 19q | +3.9%+$14.2M |
| MORGAN STANLEY | $323.1M | 896,593 | 0.02% | 35q | +4.8%+$14.7M |
| WELLS FARGO & COMPANY/MN | $221.6M | 614,868 | 0.04% | 31q | -4.3%-$10.1M |
| UBS Group AG | $133.4M | 370,300 | 0.02% | 9q | -1.2%-$1.7M |
| LPL Financial LLC | $109.5M | 303,789 | 0.02% | 31q | +3.7%+$3.9M |
| Beacon Capital Management, Inc. | $101.2M | 280,807 | 6.12% | 31q | -13.6%-$16.0M |
| ENVESTNET ASSET MANAGEMENT INC | $98.2M | 272,584 | 0.02% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $94.1M | 261,124 | 0.03% | 7q | +3.3%+$3.0M |
| Main Management LLC | $66.3M | 183,975 | 4.45% | 2q | +10.5%+$6.3M |
| ROYAL BANK OF CANADA | $59.1M | 163,928 | 0.01% | 31q | +10.0%+$5.4M |
| STIFEL FINANCIAL CORP | $58.6M | 162,687 | 0.05% | 31q | +2.5%+$1.4M |
| AMERIPRISE FINANCIAL INC | $56.1M | 155,606 | 0.01% | 31q | +5.3%+$2.8M |
| HighTower Advisors, LLC | $53.9M | 149,499 | 0.05% | 22q | +2.8%+$1.4M |
| Compass Financial Group, INC/SD | $53.6M | 148,597 | 6.14% | 15q | +4.4%+$2.3M |
| JPMORGAN CHASE & CO | $50.3M | 141,400 | 0.00% | 31q | +4.4%+$2.1M |
| Lido Advisors, LLC | $40.6M | 112,796 | 0.11% | 27q | +2.5%+$989.6K |
| Ameritas Advisory Services, LLC | $37.4M | 103,898 | 0.76% | 12q | +41.5%+$11.0M |
| Cetera Investment Advisers | $35.6M | 98,849 | 0.03% | 23q | -1.1%-$406.2K |
| Rockefeller Capital Management L.P. | $32.8M | 90,947 | 0.05% | 31q | -2.6%-$868.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $32.7M | 90,784 | 0.02% | 31q | -23.1%-$9.8M |
| KCM INVESTMENT ADVISORS LLC | $31.2M | 86,620 | 0.93% | 31q | HELD |
| Marks Wealth, LLC | $29.8M | 82,704 | 6.45% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $28.5M | 78,957 | 0.04% | 31q | +1.4%+$389.9K |
| Harfst & Associates, Inc. | $26.4M | 73,175 | 4.10% | 10q | +1.1%+$286.5K |
| OSAIC HOLDINGS, INC. | $26.2M | 72,593 | 0.03% | 26q | +14.0%+$3.2M |
| MML INVESTORS SERVICES, LLC | $22.3M | 61,898 | 0.05% | 31q | +6.4%+$1.3M |
| M&T Bank Corp | $21.2M | 58,706 | 0.06% | 26q | -8.2%-$1.9M |
| Steward Partners Investment Advisory, LLC | $20.8M | 57,824 | 0.11% | 29q | +12.0%+$2.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19.5M incl. $3.9M options CALL+PUT | 43,379 | 0.00% | 31q | +274.0%+$14.3M |
| Cadent Capital Advisors, LLC | $18.5M | 51,263 | 3.81% | 23q | +3.4%+$600.8K |
| Capital Advantage, Inc. | $18.4M | 50,964 | 2.24% | 9q | -1.0%-$187.4K |
| PNC Financial Services Group, Inc. | $17.6M | 48,792 | 0.01% | 31q | -1.0%-$180.2K |
| MinichMacGregor Wealth Management, LLC | $15.9M | 44,067 | 2.41% | 24q | HELD |
| Janney Montgomery Scott LLC | $15.6M | 43,302 | 0.03% | 8q | +17.9%+$2.4M |
| Empower Advisory Group, LLC | $14.8M | 41,122 | 0.04% | 14q | +0.8%+$118.9K |
| BNP PARIBAS FINANCIAL MARKETS | $14.4M | 40,000 | 0.00% | 6q | +100.0%+$7.2M |
| Clear Creek Financial Management, LLC | $14.3M | 39,804 | 0.92% | 5q | +64.5%+$5.6M |
| J.W. COLE ADVISORS, INC. | $13.8M | 38,155 | 0.24% | 19q | +1.5%+$209.4K |
| AGF MANAGEMENT LTD | $13.6M | 37,810 | 0.05% | 15q | -1.1%-$149.6K |
| GOLDMAN SACHS GROUP INC | $13.4M | 37,209 | 0.00% | 31q | +1.3%+$174.4K |
| Trinity Legacy Partners, LLC | $13.1M | 37,658 | 2.61% | 24q | -6.1%-$849.9K |
| TRUIST FINANCIAL CORP | $12.8M | 35,593 | 0.02% | 27q | -5.2%-$698.8K |
| Cambridge Investment Research Advisors, Inc. | $12.4M | 34,490 | 0.01% | 31q | +95.3%+$6.1M |
| MassMutual Private Wealth & Trust, FSB | $11.5M | 31,941 | 0.30% | 31q | -0.5%-$62.3K |
| Polianta Ltd | $10.6M | 29,500 | 1.31% | new | NEW |
| Corient Private Wealth LP | $10.6M | 29,357 | 0.01% | 15q | -4.8%-$535.2K |
| J. Safra Sarasin Holding AG | $10.4M | 33,235 | 0.15% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $10.1M | 28,720 | 0.00% | 21q | +28.5%+$2.2M |
| SIMON QUICK ADVISORS, LLC | $9.9M | 27,563 | 0.40% | 5q | HELD |
| Federation des caisses Desjardins du Quebec | $9.9M | 27,427 | 0.03% | 31q | +9.8%+$883.3K |
| &PARTNERS | $9.7M | 26,863 | 0.04% | 9q | +16.8%+$1.4M |
| Strengthening Families & Communities, LLC | $9.3M | 25,757 | 2.06% | 19q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $8.9M | 24,664 | 0.01% | 27q | +9.1%+$743.1K |
| Quantinno Capital Management LP | $8.9M | 24,593 | 0.01% | 10q | +1.0%+$90.8K |
| Mariner, LLC | $8.5M | 23,533 | 0.01% | 16q | -7.9%-$722.9K |
| FMR LLC | $8.4M | 23,421 | 0.00% | 31q | +3.5%+$288.3K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $8.3M | 23,146 | 1.67% | 7q | -2.9%-$245.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.3M | 31,532 | 0.01% | 12q | +13.6%+$993.0K |
| Kestra Advisory Services, LLC | $6.7M | 18,622 | 0.02% | 24q | +7.8%+$482.9K |
| SYON CAPITAL LLC | $6.6M | 18,424 | 0.29% | 12q | +2.7%+$176.6K |
| FINANCIAL ADVISORY PARTNERS, LLC | $6.6M | 18,312 | 1.72% | 19q | +3.2%+$202.5K |
| Sharper & Granite LLC | $6.4M | 17,712 | 1.98% | 15q | -8.3%-$579.1K |
| Kinloch Capital, LLC | $6.3M | 17,540 | 2.31% | 2q | -47.8%-$5.8M |
| TD Waterhouse Canada Inc. | $6.2M | 17,378 | 0.02% | 19q | +3.9%+$231.3K |
| FIFTH THIRD BANCORP | $6.1M | 16,947 | 0.01% | 31q | -1.0%-$63.8K |
| Maltin Wealth Management, Inc. | $6.0M | 16,654 | 2.01% | 27q | -2.5%-$154.6K |
| Mosley Wealth Management | $5.9M | 16,434 | 1.88% | 3q | +2004.2%+$5.6M |
| BANK OF MONTREAL /CAN/ | $5.8M | 15,982 | 0.00% | 31q | -4.9%-$299.1K |
| Quaker Wealth Management, LLC | $5.7M | 15,916 | 1.67% | 6q | HELD |
| Pathstone Holdings, LLC | $5.7M | 15,896 | 0.02% | 11q | +6.4%+$342.4K |
| Altura Wealth Advisors Inc. | $5.7M | 15,843 | 1.93% | 11q | +3.5%+$191.4K |
| Creative Planning | $5.7M | 15,807 | 0.00% | 31q | +5.5%+$295.2K |
| Foundations Investment Advisors, LLC | $5.7M | 15,720 | 0.06% | 14q | +4.3%+$233.5K |
| Crown Wealth Group, LLC | $5.4M | 15,058 | 1.38% | 3q | +13.1%+$630.7K |
| BAILARD, INC. | $5.4M | 14,853 | 0.11% | 31q | HELD |
| Addison Capital Co | $5.2M | 14,420 | 0.85% | 2q | +23.3%+$983.1K |
| JOHNSON INVESTMENT COUNSEL INC | $5.0M | 13,991 | 0.04% | 31q | -1.2%-$60.5K |
| Bonfire Financial | $5.0M | 13,890 | 3.22% | 7q | +3.0%+$146.3K |
| Keebeck Wealth Management | $4.8M | 13,245 | 0.47% | 27q | HELD |
| Curran Financial Partners, LLC | $4.5M | 12,537 | 0.67% | 5q | +3.3%+$145.2K |
| Private Advisor Group, LLC | $4.5M | 12,521 | 0.02% | 31q | -42.4%-$3.3M |
| Salomon & Ludwin, LLC | $4.5M | 12,629 | 0.37% | 26q | -1.1%-$49.0K |
| Sierra Capital LLC | $4.3M | 11,995 | 0.42% | 22q | HELD |
| Berkeley Capital Partners, LLC | $4.3M | 11,992 | 0.89% | 14q | +2.0%+$84.7K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $4.3M | 11,990 | 0.05% | 34q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $4.3M | 11,911 | 0.01% | 31q | -30.7%-$1.9M |
| Teucrium Investment Advisors, LLC | $4.3M | 11,899 | 3.82% | new | NEW |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $4.3M | 11,841 | 0.09% | 5q | -6.5%-$297.3K |
| AlphaCore Capital LLC | $4.3M | 11,825 | 0.08% | 6q | -8.0%-$371.2K |
| Sanctuary Advisors, LLC | $4.2M | 11,535 | 0.02% | 9q | -9.3%-$425.2K |
| EXCHANGE TRADED CONCEPTS, LLC | $4.1M | 11,461 | 0.02% | 13q | -46.0%-$3.5M |
| NORTHERN TRUST CORP | $4.0M | 11,206 | 0.00% | 31q | +16.4%+$569.8K |
| Tranquilli Financial Advisor LLC | $4.0M | 11,164 | 2.17% | 15q | -3.5%-$144.9K |
| Atria Investments, Inc | $4.0M | 11,087 | 0.04% | 15q | +2.6%+$102.4K |
| Joule Financial, LLC | $4.0M | 11,003 | 1.08% | 17q | -1.0%-$40.4K |
| Tandem Wealth Advisors LLC | $3.9M | 10,685 | 1.53% | 2q | +3.2%+$118.6K |
| Anchor Investment Management, LLC | $3.8M | 10,567 | 0.29% | 42q | -6.0%-$245.1K |
| ASHTON THOMAS SECURITIES, LLC | $3.8M | 10,441 | 0.56% | 9q | +13.5%+$447.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.6M | 10,091 | 0.02% | 16q | -5.7%-$218.8K |
Showing the largest 100 of 630 reported holders. The count of 629 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 | 241 | $478.8M | 1,502,302 | 19 | 61 | 49 | 0.0% |
| Q2 2026 | 629 | $4.7B | 12,961,718 | 61 | 177 | 157 | 0.1% |
| Q1 2026 | 603 | $3.9B | 12,524,825 | 63 | 162 | 150 | 0.1% |
| Q4 2025 | 572 | $3.6B | 12,225,261 | 56 | 153 | 136 | 0.0% |
| Q3 2025 | 522 | $3.6B | 12,099,549 | 32 | 128 | 145 | 0.1% |
| Q2 2025 | 527 | $3.4B | 12,190,079 | 70 | 122 | 156 | 0.1% |
| Q1 2025 | 489 | $2.8B | 11,254,648 | 42 | 138 | 134 | 0.2% |
| Q4 2024 | 505 | $3.1B | 12,242,933 | 40 | 155 | 117 | 0.0% |
| Q3 2024 | 461 | $3.2B | 12,290,507 | 40 | 116 | 134 | 0.0% |
| Q2 2024 | 461 | $2.9B | 12,355,465 | 36 | 113 | 133 | 0.0% |
| Q1 2024 | 455 | $3.2B | 13,015,598 | 60 | 124 | 123 | 0.0% |
| Q4 2023 | 428 | $2.5B | 11,436,784 | 44 | 96 | 142 | 0.1% |
| Q3 2023 | 401 | $2.5B | 12,792,723 | 36 | 120 | 100 | 0.1% |
| Q2 2023 | 389 | $2.5B | 11,461,571 | 31 | 96 | 120 | 0.1% |
| Q1 2023 | 390 | $2.1B | 11,104,543 | 34 | 89 | 130 | 0.1% |
| Q4 2022 | 387 | $2.1B | 11,271,725 | 55 | 112 | 119 | 0.1% |
| Q3 2022 | 336 | $12.2B | 77,474,880 | 23 | 82 | 106 | 0.0% |
| Q2 2022 | 353 | $13.7B | 83,898,673 | 28 | 78 | 120 | 0.0% |
| Q1 2022 | 379 | $19.9B | 102,246,624 | 26 | 111 | 108 | 0.0% |
| Q4 2021 | 391 | $27.8B | 136,955,281 | 49 | 119 | 70 | 0.0% |
| Q3 2021 | 331 | $14.3B | 76,122,517 | 26 | 113 | 81 | 0.0% |
| Q2 2021 | 326 | $13.0B | 65,967,060 | 35 | 123 | 69 | 0.0% |
| Q1 2021 | 320 | $11.8B | 62,163,166 | 52 | 123 | 67 | 0.0% |
| Q4 2020 | 293 | $8.7B | 51,314,856 | 43 | 93 | 61 | 0.0% |
| Q3 2020 | 251 | $8.3B | 57,356,053 | 39 | 61 | 79 | 0.0% |
| Q2 2020 | 232 | $6.5B | 49,900,605 | 38 | 51 | 86 | 0.0% |
| Q1 2020 | 228 | $5.7B | 51,590,305 | 32 | 56 | 86 | 0.0% |
| Q4 2019 | 258 | $10.0B | 64,955,000 | 39 | 65 | 61 | 0.0% |
| Q3 2019 | 210 | $8.1B | 55,445,539 | 16 | 56 | 63 | 0.0% |
| Q2 2019 | 215 | $7.6B | 52,381,561 | 23 | 51 | 64 | 0.1% |
| Q1 2019 | 220 | $10.4B | 74,615,458 | 29 | 58 | 70 | 0.0% |
| Q4 2018 | 211 | $6.9B | 56,994,885 | 3 | 3 | 6 | 0.0% |