DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (VOX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
514
Reporting holders
$3.3B
Reported value
2.5%
Calls
1.2%
Puts
+8
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/ | $449.4M | 2,443,141 | 0.03% | 31q | +20.8%+$77.4M |
| PGIM Custom Harvest LLC | $385.7M | 2,096,665 | 4.83% | 19q | +4.6%+$16.8M |
| JPMORGAN CHASE & CO | $263.1M | 1,422,902 | 0.01% | 31q | +26.6%+$55.2M |
| MORGAN STANLEY | $181.9M | 989,123 | 0.01% | 35q | -6.2%-$12.1M |
| WELLS FARGO & COMPANY/MN | $143.0M | 777,340 | 0.02% | 31q | HELD |
| UBS Group AG | $136.5M | 742,288 | 0.02% | 31q | +1.0%+$1.4M |
| AMERIPRISE FINANCIAL INC | $131.7M | 716,133 | 0.03% | 31q | +28.5%+$29.2M |
| IMC-Chicago, LLC | $93.8M CALL+PUT | options only | 0.02% | 10q | OPTIONS |
| ENVESTNET ASSET MANAGEMENT INC | $86.6M | 470,925 | 0.02% | 31q | +15.7%+$11.8M |
| Beacon Capital Management, Inc. | $85.4M | 464,202 | 5.17% | 31q | +13.8%+$10.3M |
| LPL Financial LLC | $75.6M | 410,936 | 0.02% | 31q | +14.7%+$9.7M |
| ASSETMARK, INC | $67.2M | 365,421 | 0.12% | 18q | +6.6%+$4.1M |
| RAYMOND JAMES FINANCIAL INC | $63.7M | 346,099 | 0.02% | 7q | +24.3%+$12.5M |
| Empower Advisory Group, LLC | $46.7M | 254,010 | 0.11% | 14q | +6.1%+$2.7M |
| KCM INVESTMENT ADVISORS LLC | $46.4M | 252,428 | 1.38% | 31q | +1.8%+$810.1K |
| ARMSTRONG ADVISORY GROUP, INC | $35.2M | 191,215 | 2.14% | 15q | +2.6%+$899.5K |
| Lido Advisors, LLC | $34.7M | 188,381 | 0.09% | 11q | HELD |
| STIFEL FINANCIAL CORP | $32.6M | 177,268 | 0.03% | 31q | -5.8%-$2.0M |
| Ameritas Advisory Services, LLC | $31.5M | 171,378 | 0.64% | 12q | +75.3%+$13.5M |
| Janney Montgomery Scott LLC | $26.3M | 142,761 | 0.05% | 4q | +4.3%+$1.1M |
| TRUIST FINANCIAL CORP | $24.1M | 131,149 | 0.03% | 27q | -7.0%-$1.8M |
| Cetera Investment Advisers | $22.6M | 122,772 | 0.02% | 15q | +15.8%+$3.1M |
| GOLDMAN SACHS GROUP INC | $21.8M | 118,669 | 0.00% | 31q | -84.9%-$122.7M |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $21.5M | 113,728 | 4.51% | 3q | +0.8%+$178.4K |
| ROYAL BANK OF CANADA | $20.3M | 110,217 | 0.00% | 31q | -14.6%-$3.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.0M | 108,607 | 0.01% | 31q | +2.7%+$521.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $19.3M | 105,020 | 0.02% | 22q | -8.7%-$1.8M |
| BNP PARIBAS FINANCIAL MARKETS | $18.4M | 100,004 | 0.01% | 5q | +100.0%+$9.2M |
| Morningstar Investment Management LLC | $17.0M | 94,391 | 1.05% | 2q | HELD |
| SIMPLEX TRADING, LLC | $16.6M CALL+PUT | options only | 0.01% | 31q | OPTIONS |
| M&T Bank Corp | $16.4M | 88,929 | 0.05% | 26q | -8.3%-$1.5M |
| AGF MANAGEMENT LTD | $16.3M | 88,438 | 0.06% | 15q | -1.0%-$157.8K |
| PARK NATIONAL CORP /OH/ | $14.4M | 78,207 | 0.40% | 15q | -1.3%-$193.1K |
| Conservest Capital Advisors, Inc. | $13.9M | 75,602 | 1.11% | 14q | +3.2%+$434.3K |
| Baird Financial Group, Inc. | $13.7M | 74,710 | 0.02% | 26q | +1.6%+$219.3K |
| Corient Private Wealth LP | $13.5M | 73,375 | 0.02% | 15q | HELD |
| HighTower Advisors, LLC | $13.4M | 73,041 | 0.01% | 22q | -0.9%-$120.5K |
| Rockefeller Capital Management L.P. | $12.3M | 66,857 | 0.02% | 28q | +3.4%+$404.3K |
| OSAIC HOLDINGS, INC. | $10.9M | 59,333 | 0.01% | 26q | +3.3%+$345.8K |
| Mason & Associates Inc | $10.8M | 58,465 | 1.74% | 6q | HELD |
| PNC Financial Services Group, Inc. | $10.1M | 54,637 | 0.00% | 31q | -4.7%-$498.1K |
| MassMutual Private Wealth & Trust, FSB | $9.8M | 53,539 | 0.25% | 31q | -1.5%-$147.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.3M incl. $7.8M options CALL+PUT | 8,414 | 0.00% | 31q | -54.0%-$10.9M |
| Cambridge Investment Research Advisors, Inc. | $9.2M | 50,056 | 0.01% | 31q | +121.5%+$5.1M |
| Quantinno Capital Management LP | $8.8M | 47,611 | 0.01% | 10q | -2.1%-$191.5K |
| AlphaCore Capital LLC | $8.7M | 47,319 | 0.16% | 6q | -1.7%-$154.3K |
| Asset One Wealth Management LLC | $8.3M | 42,609 | 0.88% | 3q | HELD |
| Merit Financial Group, LLC | $7.8M | 42,575 | 0.05% | 10q | +23.0%+$1.5M |
| JONES FINANCIAL COMPANIES LLLP | $7.6M | 41,985 | 0.00% | 21q | +13.0%+$877.6K |
| ATLAS CAPITAL ADVISORS INC. | $7.0M | 37,938 | 0.76% | 30q | -6.5%-$489.1K |
| SOUTHERN CAPITAL SERVICES INC /ADV | $6.8M | 37,234 | 3.84% | 3q | +10.7%+$662.0K |
| Gibraltar Capital Management, Inc. | $6.8M | 37,098 | 1.05% | 6q | +2.6%+$172.9K |
| Quaker Wealth Management, LLC | $6.6M | 35,784 | 1.92% | 5q | +2.1%+$137.8K |
| FIFTH THIRD BANCORP | $6.1M | 33,258 | 0.01% | 31q | +1.4%+$85.0K |
| Federation des caisses Desjardins du Quebec | $6.0M | 32,719 | 0.02% | 29q | +3.9%+$224.4K |
| HARBOUR INVESTMENTS, INC. | $6.0M | 32,655 | 0.08% | 21q | +49.8%+$2.0M |
| WBH ADVISORY INC | $5.7M | 31,097 | 0.38% | 30q | +4.1%+$224.4K |
| PEAPACK GLADSTONE FINANCIAL CORP | $5.6M | 30,424 | 0.06% | 23q | -2.3%-$131.3K |
| Atria Investments, Inc | $5.1M | 27,644 | 0.05% | 14q | +36.3%+$1.4M |
| Sharper & Granite LLC | $4.9M | 26,769 | 1.53% | 15q | HELD |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $4.9M | 26,696 | 0.98% | 7q | -3.1%-$158.0K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $4.8M | 25,983 | 1.19% | 13q | HELD |
| VISTA INVESTMENT MANAGEMENT | $4.7M | 25,587 | 1.41% | 31q | -0.7%-$33.7K |
| NORTHSTAR ASSET MANAGEMENT Co | $4.6M | 25,735 | 0.87% | 30q | HELD |
| FIRST FINANCIAL CORP /IN/ | $4.5M | 24,462 | 1.56% | 31q | HELD |
| CITADEL ADVISORS LLC | $4.5M incl. $367.9K options PUT | 22,251 | 0.00% | 12q | -55.8%-$5.6M |
| Kestra Advisory Services, LLC | $4.4M | 24,092 | 0.01% | 11q | -4.5%-$209.7K |
| PINNACLE ASSOCIATES LTD | $4.3M | 23,280 | 0.05% | 13q | -2.4%-$103.6K |
| PENOBSCOT WEALTH MANAGEMENT | $4.2M | 22,917 | 1.13% | 18q | +2.5%+$103.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 22,613 | 0.01% | 31q | -29.6%-$1.7M |
| Trinity Legacy Partners, LLC | $4.0M | 20,646 | 0.79% | 12q | +5.9%+$219.3K |
| Narus Financial Partners, LLC | $3.9M | 21,329 | 1.01% | 13q | +2.0%+$75.1K |
| Altura Wealth Advisors Inc. | $3.8M | 20,570 | 1.28% | 10q | +13.5%+$449.0K |
| Arax Advisory Partners | $3.7M | 20,163 | 0.02% | 3q | +3026.0%+$3.6M |
| Praetorian Wealth Management, Inc. | $3.7M | 19,944 | 0.63% | 24q | -54.9%-$4.5M |
| EXCHANGE TRADED CONCEPTS, LLC | $3.6M | 19,802 | 0.02% | 14q | +13.2%+$424.0K |
| Anchor Investment Management, LLC | $3.5M | 18,891 | 0.26% | 36q | +3.3%+$112.2K |
| Advisors Capital Management, LLC | $3.4M | 18,556 | 0.04% | 27q | -6.1%-$221.1K |
| D. E. Shaw & Co., Inc. | $3.4M | 18,260 | 0.00% | 2q | +571.8%+$2.9M |
| Joule Financial, LLC | $3.3M | 17,987 | 0.90% | 17q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $3.3M | 17,929 | 0.05% | 17q | HELD |
| Tranquilli Financial Advisor LLC | $3.3M | 17,830 | 1.76% | 14q | +182.5%+$2.1M |
| D.A. DAVIDSON & CO. | $3.2M | 17,386 | 0.02% | 29q | +1.7%+$52.2K |
| Campion Asset Management | $3.1M | 16,735 | 1.88% | 22q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.1M | 16,676 | 0.01% | 13q | -8.2%-$273.7K |
| Sanctuary Advisors, LLC | $3.1M | 16,627 | 0.01% | 9q | +6.5%+$186.9K |
| Fiduciary Trust Co | $3.0M | 16,506 | 0.03% | 31q | HELD |
| Richmond Brothers, Inc. | $3.0M | 16,315 | 1.56% | 8q | -55.5%-$3.7M |
| HANCOCK WHITNEY CORP | $2.9M | 15,907 | 0.05% | 5q | +25.7%+$598.6K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.9M | 15,807 | 0.14% | new | NEW |
| Elm Partners Management LLC | $2.8M | 15,034 | 0.08% | 11q | +25.7%+$565.1K |
| Prostatis Group LLC | $2.7M | 14,600 | 0.63% | 10q | -24.8%-$884.6K |
| FLOW TRADERS U.S. LLC | $2.7M | 14,524 | 0.11% | 2q | +1010.4%+$2.4M |
| BANK OF NOVA SCOTIA | $2.6M | 14,320 | 0.00% | 11q | HELD |
| Bank of Marin | $2.6M | 13,934 | 1.79% | 5q | HELD |
| FMR LLC | $2.6M | 13,871 | 0.00% | 31q | +5.9%+$142.7K |
| CAPTRUST FINANCIAL ADVISORS | $2.5M | 13,774 | 0.00% | 31q | +14.1%+$313.1K |
| Belvedere Trading LLC | $2.5M incl. $2.5M options CALL | 3 | 0.00% | new | NEW |
| Crews Bank & Trust | $2.5M | 13,657 | 0.33% | 7q | -1.5%-$38.6K |
| TRUST CO OF OKLAHOMA | $2.5M | 13,591 | 0.64% | 30q | -4.3%-$112.4K |
Showing the largest 100 of 514 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 | 202 | $392.3M | 2,064,734 | 23 | 34 | 54 | 0.0% |
| Q2 2026 | 514 | $3.3B | 17,121,884 | 41 | 135 | 149 | 3.7% |
| Q1 2026 | 506 | $3.1B | 16,668,711 | 43 | 126 | 158 | 2.4% |
| Q4 2025 | 516 | $3.5B | 17,377,587 | 55 | 136 | 148 | 2.8% |
| Q3 2025 | 479 | $3.4B | 17,451,759 | 50 | 122 | 148 | 2.9% |
| Q2 2025 | 467 | $3.1B | 17,811,710 | 50 | 131 | 143 | 2.7% |
| Q1 2025 | 445 | $2.5B | 16,320,087 | 45 | 106 | 168 | 3.1% |
| Q4 2024 | 453 | $2.7B | 17,155,679 | 32 | 133 | 134 | 3.2% |
| Q3 2024 | 438 | $3.0B | 19,770,781 | 43 | 109 | 151 | 3.0% |
| Q2 2024 | 420 | $3.0B | 20,976,430 | 46 | 121 | 142 | 3.5% |
| Q1 2024 | 404 | $3.1B | 22,839,097 | 51 | 113 | 134 | 3.3% |
| Q4 2023 | 385 | $2.7B | 20,682,484 | 52 | 99 | 127 | 8.5% |
| Q3 2023 | 356 | $2.1B | 19,286,371 | 36 | 119 | 103 | 2.9% |
| Q2 2023 | 356 | $2.0B | 16,353,389 | 49 | 92 | 117 | 7.0% |
| Q1 2023 | 327 | $1.7B | 15,472,485 | 60 | 78 | 119 | 10.0% |
| Q4 2022 | 316 | $1.4B | 16,355,082 | 59 | 81 | 115 | 3.9% |
| Q3 2022 | 294 | $6.2B | 74,542,254 | 31 | 86 | 110 | 0.7% |
| Q2 2022 | 324 | $7.1B | 74,974,530 | 48 | 105 | 103 | 0.7% |
| Q1 2022 | 332 | $12.4B | 102,955,378 | 38 | 112 | 96 | 0.2% |
| Q4 2021 | 340 | $10.7B | 78,697,800 | 32 | 109 | 89 | 0.1% |
| Q3 2021 | 330 | $16.9B | 119,939,887 | 44 | 114 | 66 | 0.1% |
| Q2 2021 | 305 | $15.8B | 108,991,474 | 35 | 115 | 71 | 0.1% |
| Q1 2021 | 294 | $16.0B | 122,848,823 | 36 | 106 | 77 | 0.1% |
| Q4 2020 | 271 | $11.5B | 95,443,850 | 27 | 87 | 75 | 0.1% |
| Q3 2020 | 245 | $17.9B | 175,944,315 | 25 | 88 | 69 | 0.0% |
| Q2 2020 | 229 | $15.5B | 166,276,816 | 33 | 78 | 69 | 0.0% |
| Q1 2020 | 216 | $11.9B | 156,181,551 | 30 | 79 | 62 | 0.0% |
| Q4 2019 | 230 | $12.3B | 130,583,621 | 24 | 69 | 74 | 0.0% |
| Q3 2019 | 206 | $8.7B | 100,221,152 | 26 | 63 | 63 | 0.0% |
| Q2 2019 | 198 | $7.1B | 81,598,286 | 28 | 75 | 50 | 0.1% |
| Q1 2019 | 191 | $5.0B | 59,657,323 | 32 | 70 | 46 | 0.1% |
| Q4 2018 | 174 | $3.4B | 45,382,295 | 6 | 3 | 3 | 0.1% |