DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (VPU)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
705
Reporting holders
$2.7B
Reported value
0.2%
Calls
0.1%
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $236.9M | 1,210,206 | 0.01% | 35q | HELD |
| BANK OF AMERICA CORP /DE/ | $208.8M | 1,066,820 | 0.01% | 31q | +2.4%+$4.8M |
| LPL Financial LLC | $178.2M | 910,692 | 0.04% | 31q | +1.9%+$3.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $144.9M | 740,507 | 0.08% | 31q | +3.8%+$5.4M |
| WELLS FARGO & COMPANY/MN | $99.9M | 510,296 | 0.02% | 31q | -2.3%-$2.3M |
| ENVESTNET ASSET MANAGEMENT INC | $99.7M | 509,148 | 0.02% | 31q | +5.5%+$5.2M |
| Beacon Capital Management, Inc. | $89.5M | 457,116 | 5.41% | 31q | -12.6%-$12.9M |
| Empower Advisory Group, LLC | $80.8M | 412,786 | 0.19% | 14q | +7.9%+$5.9M |
| OSAIC HOLDINGS, INC. | $66.5M | 339,096 | 0.08% | 26q | +7.1%+$4.4M |
| AMERIPRISE FINANCIAL INC | $62.3M | 318,192 | 0.01% | 31q | +1.4%+$891.0K |
| UBS Group AG | $61.9M | 316,099 | 0.01% | 31q | -12.5%-$8.9M |
| RAYMOND JAMES FINANCIAL INC | $57.5M | 293,593 | 0.02% | 7q | +5.2%+$2.8M |
| PGIM Custom Harvest LLC | $48.5M | 247,584 | 0.61% | 19q | +16.1%+$6.7M |
| Cambridge Investment Research Advisors, Inc. | $42.8M | 218,746 | 0.05% | 31q | +96.0%+$21.0M |
| Rockefeller Capital Management L.P. | $40.7M | 207,697 | 0.06% | 28q | +0.6%+$228.0K |
| Cetera Investment Advisers | $39.0M | 199,122 | 0.04% | 23q | +5.9%+$2.2M |
| ROYAL BANK OF CANADA | $36.5M | 186,391 | 0.01% | 31q | +2.1%+$746.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $35.1M | 179,111 | 0.04% | 31q | -1.6%-$575.6K |
| Ameritas Advisory Services, LLC | $33.0M | 168,766 | 0.67% | 19q | +47.1%+$10.6M |
| CAPTRUST FINANCIAL ADVISORS | $30.4M | 155,280 | 0.05% | 23q | -3.3%-$1.0M |
| Nan Shan Life Insurance Co., Ltd. | $29.4M | 150,369 | 0.92% | 2q | +41.9%+$8.7M |
| MML INVESTORS SERVICES, LLC | $24.3M | 124,338 | 0.05% | 31q | +26.5%+$5.1M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $21.5M | 109,863 | 1.02% | 25q | +2.9%+$610.3K |
| JPMORGAN CHASE & CO | $20.7M | 104,159 | 0.00% | 31q | +6.3%+$1.2M |
| STIFEL FINANCIAL CORP | $20.4M | 104,058 | 0.02% | 31q | +2.0%+$393.1K |
| Allied Investment Advisors, LLC | $17.9M | 91,546 | 2.25% | 12q | +2.2%+$378.5K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $17.7M | 90,467 | 1.03% | 30q | -0.6%-$115.7K |
| Corient Private Wealth LP | $16.5M | 84,125 | 0.02% | 15q | -17.4%-$3.5M |
| SWAN Capital LLC | $16.3M | 83,344 | 5.58% | 13q | +13.5%+$1.9M |
| Unconventional Investor, LLC | $15.5M | 79,370 | 6.43% | 19q | HELD |
| Lido Advisors, LLC | $15.0M | 76,673 | 0.04% | 24q | +4.9%+$701.3K |
| HighTower Advisors, LLC | $12.4M | 63,292 | 0.01% | 22q | +13.7%+$1.5M |
| Nelson Capital Management, LLC | $12.0M | 61,096 | 1.31% | 29q | -0.7%-$80.1K |
| BLAIR WILLIAM & CO/IL | $11.6M | 59,265 | 0.03% | 31q | +1.1%+$120.8K |
| Cerity Partners LLC | $11.6M | 59,153 | 0.01% | 15q | -2.2%-$259.3K |
| VESTOR CAPITAL, LLC | $11.0M | 114,137 | 0.69% | 30q | +98.6%+$5.5M |
| American Investment Services, Inc. | $10.8M | 55,147 | 2.28% | 31q | +3.5%+$369.5K |
| PNC Financial Services Group, Inc. | $10.5M | 53,732 | 0.01% | 31q | -5.0%-$552.2K |
| Pallas Capital Advisors LLC | $10.5M | 53,620 | 0.32% | 12q | +2.2%+$225.9K |
| TRUIST FINANCIAL CORP | $10.5M | 53,532 | 0.01% | 27q | +2.8%+$290.1K |
| Janney Montgomery Scott LLC | $10.0M | 50,838 | 0.02% | 31q | -1.9%-$196.1K |
| HARBOUR INVESTMENTS, INC. | $9.9M | 50,755 | 0.13% | 21q | +3.9%+$369.9K |
| Private Advisor Group, LLC | $9.4M | 47,855 | 0.04% | 31q | -6.9%-$691.7K |
| JONES FINANCIAL COMPANIES LLLP | $9.2M | 46,171 | 0.00% | 21q | +20.0%+$1.5M |
| Greenline Partners, LLC | $8.6M | 44,037 | 0.88% | 25q | +3.4%+$285.0K |
| NewEdge Advisors, LLC | $8.6M | 43,979 | 0.03% | 17q | +60.9%+$3.3M |
| Goldstone Financial Group, LLC | $8.2M | 41,908 | 0.75% | 9q | -13.7%-$1.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $7.9M | 40,582 | 0.01% | 21q | +10.2%+$736.9K |
| KCM INVESTMENT ADVISORS LLC | $6.9M | 35,355 | 0.21% | 30q | -0.8%-$56.2K |
| Creative Planning | $6.7M | 34,367 | 0.00% | 31q | +4.3%+$276.8K |
| Foundations Investment Advisors, LLC | $6.6M | 33,513 | 0.07% | 14q | +4.1%+$256.6K |
| Quadrature Capital Ltd | $6.4M | 32,779 | 0.05% | 3q | -20.4%-$1.6M |
| Farther Finance Advisors, LLC | $6.3M | 32,181 | 0.05% | 12q | +5.5%+$328.4K |
| Atria Investments, Inc | $6.2M | 31,547 | 0.06% | 10q | +39.3%+$1.7M |
| Bryn Mawr Trust Advisors, LLC | $6.2M | 31,426 | 0.27% | 15q | -1.3%-$80.6K |
| Hamilton Wealth, LLC | $5.9M | 29,950 | 1.07% | 11q | -5.8%-$359.6K |
| Mittelman Wealth Management | $5.8M | 5,623 | 3.85% | 4q | -76.0%-$18.4M |
| IFG Advisory, LLC | $5.8M | 29,727 | 0.20% | new | NEW |
| Kestra Advisory Services, LLC | $5.6M | 28,435 | 0.02% | 24q | -22.3%-$1.6M |
| Porter White Investment Advisors, Inc. | $5.5M | 28,323 | 2.13% | 15q | -1.0%-$54.4K |
| Apollon Financial, LLC | $5.5M | 28,156 | 0.65% | 7q | +4.0%+$211.0K |
| Beacon Pointe Advisors, LLC | $5.5M | 27,918 | 0.03% | 18q | -1.1%-$59.5K |
| Integrated Wealth Concepts LLC | $5.4M | 27,728 | 0.04% | 28q | +7.0%+$357.2K |
| David Kennon Inc | $5.4M | 27,602 | 1.79% | 10q | -37.5%-$3.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.3M incl. $4.7M options CALL+PUT | 3,496 | 0.00% | 31q | HELD |
| BARD ASSOCIATES INC | $5.3M | 27,133 | 1.18% | 10q | +1.1%+$56.4K |
| Mariner, LLC | $5.3M | 27,014 | 0.01% | 17q | -34.4%-$2.8M |
| Retirement Planning Group, LLC | $5.3M | 26,991 | 0.13% | 11q | +159.9%+$3.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.0M | 25,624 | 0.01% | 12q | +87.2%+$2.3M |
| Moss Adams Wealth Advisors LLC | $5.0M | 25,569 | 0.31% | 7q | HELD |
| NOMURA ASSET MANAGEMENT CO LTD | $4.9M | 25,000 | 0.01% | 20q | -3.8%-$195.7K |
| New England Private Wealth Advisors LLC | $4.8M | 24,515 | 0.46% | 10q | +0.7%+$31.2K |
| MRA Advisory Group | $4.7M | 24,168 | 1.71% | 7q | -0.6%-$28.2K |
| BFC Planning, Inc. | $4.7M | 24,102 | 0.19% | 7q | +4.5%+$202.4K |
| Venturi Wealth Management, LLC | $4.6M | 23,736 | 0.18% | 3q | HELD |
| Dakota Wealth Management | $4.5M | 23,185 | 0.09% | 16q | -12.4%-$643.4K |
| DMKC Advisory Services, LLC | $4.3M | 22,180 | 0.82% | 7q | +11.4%+$445.3K |
| Legacy Financial Group LLC | $4.3M | 22,171 | 0.49% | 3q | +0.6%+$24.3K |
| FMR LLC | $4.3M | 22,076 | 0.00% | 31q | +18.2%+$664.5K |
| FIFTH THIRD BANCORP | $4.2M | 21,505 | 0.01% | 31q | -2.5%-$107.6K |
| GOLDMAN SACHS GROUP INC | $4.1M | 21,102 | 0.00% | 31q | HELD |
| Pathstone Holdings, LLC | $4.1M | 21,042 | 0.01% | 11q | +11.0%+$408.9K |
| Wilmington Savings Fund Society, FSB | $4.0M | 20,207 | 0.09% | 8q | HELD |
| Aspire Capital Advisors LLC | $3.9M | 20,021 | 0.76% | 7q | +1134.3%+$3.6M |
| Capital Investment Advisory Services, LLC | $3.8M | 19,467 | 0.24% | 31q | +5.0%+$182.2K |
| Strengthening Families & Communities, LLC | $3.8M | 19,381 | 0.84% | 19q | +4.8%+$174.4K |
| J.W. COLE ADVISORS, INC. | $3.8M | 19,331 | 0.06% | 24q | -2.7%-$106.7K |
| Quantinno Capital Management LP | $3.8M | 19,258 | 0.00% | 8q | +12.7%+$424.0K |
| M&T Bank Corp | $3.7M | 19,087 | 0.01% | 26q | -8.5%-$346.7K |
| Tranquilli Financial Advisor LLC | $3.7M | 19,079 | 2.01% | 10q | -3.4%-$132.9K |
| Sterling Investment Advisors, Ltd. | $3.7M | 18,832 | 0.62% | 31q | HELD |
| TD Waterhouse Canada Inc. | $3.7M | 19,012 | 0.01% | 19q | -1.5%-$55.1K |
| EXCHANGE TRADED CONCEPTS, LLC | $3.6M | 18,506 | 0.02% | 10q | -49.4%-$3.5M |
| Ariston Services Group | $3.5M | 18,137 | 1.96% | 11q | HELD |
| O'ROURKE & COMPANY, Inc | $3.5M | 18,041 | 1.23% | 17q | +4.2%+$143.5K |
| Royal Fund Management, LLC | $3.5M | 18,041 | 0.29% | 15q | +8.9%+$289.1K |
| Praetorian Wealth Management, Inc. | $3.5M | 17,784 | 0.60% | 4q | +8.0%+$257.2K |
| White Lighthouse Investment Management Inc. | $3.4M | 17,610 | 0.43% | 24q | -5.9%-$218.0K |
| Reality Financial Planning Services, LLC | $3.4M | 17,460 | 3.30% | 3q | -8.2%-$306.9K |
| Wealthspire Advisors, LLC | $3.3M | 16,805 | 0.02% | 20q | +1.1%+$34.8K |
Showing the largest 100 of 705 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 | 268 | $308.3M | 1,894,560 | 25 | 77 | 74 | 0.0% |
| Q2 2026 | 705 | $2.7B | 13,850,679 | 52 | 210 | 194 | 0.3% |
| Q1 2026 | 686 | $2.7B | 13,478,769 | 58 | 212 | 184 | 0.5% |
| Q4 2025 | 670 | $2.5B | 13,420,599 | 47 | 218 | 158 | 0.5% |
| Q3 2025 | 628 | $2.4B | 12,739,198 | 45 | 198 | 165 | 0.2% |
| Q2 2025 | 624 | $2.3B | 13,208,748 | 54 | 196 | 161 | 0.4% |
| Q1 2025 | 609 | $2.1B | 12,231,206 | 56 | 206 | 171 | 0.5% |
| Q4 2024 | 597 | $2.1B | 12,601,833 | 56 | 202 | 135 | 0.9% |
| Q3 2024 | 554 | $2.1B | 11,719,599 | 71 | 169 | 156 | 0.5% |
| Q2 2024 | 518 | $1.8B | 12,104,710 | 49 | 139 | 170 | 0.4% |
| Q1 2024 | 494 | $1.9B | 13,569,462 | 52 | 167 | 138 | 0.5% |
| Q4 2023 | 500 | $1.5B | 10,616,246 | 55 | 134 | 178 | 0.7% |
| Q3 2023 | 484 | $1.5B | 11,618,443 | 43 | 160 | 143 | 0.4% |
| Q2 2023 | 494 | $1.3B | 9,399,865 | 40 | 110 | 175 | 0.7% |
| Q1 2023 | 490 | $1.4B | 9,465,907 | 31 | 145 | 150 | 0.8% |
| Q4 2022 | 500 | $2.0B | 13,311,236 | 58 | 145 | 139 | 0.5% |
| Q3 2022 | 459 | $12.5B | 87,798,301 | 35 | 149 | 115 | 0.1% |
| Q2 2022 | 462 | $12.2B | 79,825,984 | 49 | 154 | 116 | 0.1% |
| Q1 2022 | 450 | $20.2B | 125,039,709 | 44 | 154 | 120 | 0.1% |
| Q4 2021 | 431 | $18.6B | 119,170,532 | 45 | 148 | 79 | 0.1% |
| Q3 2021 | 381 | $12.6B | 89,837,024 | 31 | 132 | 81 | 0.1% |
| Q2 2021 | 374 | $11.9B | 85,974,350 | 38 | 129 | 87 | 0.1% |
| Q1 2021 | 365 | $11.7B | 83,131,605 | 39 | 111 | 113 | 0.1% |
| Q4 2020 | 373 | $7.0B | 50,843,453 | 34 | 98 | 97 | 0.3% |
| Q3 2020 | 334 | $5.6B | 43,602,955 | 35 | 92 | 107 | 0.2% |
| Q2 2020 | 320 | $5.4B | 43,521,702 | 35 | 94 | 106 | 0.1% |
| Q1 2020 | 334 | $5.5B | 45,604,821 | 36 | 103 | 103 | 0.1% |
| Q4 2019 | 339 | $6.6B | 45,927,149 | 35 | 97 | 87 | 0.2% |
| Q3 2019 | 295 | $6.2B | 43,166,650 | 29 | 93 | 76 | 0.1% |
| Q2 2019 | 282 | $5.8B | 43,470,809 | 40 | 89 | 62 | 0.2% |
| Q1 2019 | 266 | $6.7B | 51,753,698 | 33 | 89 | 58 | 0.1% |
| Q4 2018 | 247 | $4.6B | 38,668,919 | 7 | 7 | 0 | 0.1% |