DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (VSGX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
486
Reporting holders
$2.0B
Reported value
0.4%
Calls
0.3%
Puts
+39
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 |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | $339.9M | 4,128,548 | 1.16% | 2q | +2.6%+$8.7M |
| MORGAN STANLEY | $133.5M | 1,620,723 | 0.01% | 29q | +2.6%+$3.4M |
| Creative Planning | $131.6M | 1,598,757 | 0.08% | 29q | +1.6%+$2.1M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | $76.4M | 927,845 | 14.76% | new | FIRST |
| ROYAL BANK OF CANADA | $50.8M | 616,353 | 0.01% | 31q | +7.7%+$3.6M |
| Harpswell Capital Advisors, LLC | $47.1M | 571,525 | 30.20% | 4q | HELD |
| IMA Advisory Services, Inc. | $39.8M | 483,384 | 2.49% | 4q | +0.8%+$321.8K |
| Boston Trust Walden Corp | $37.9M | 460,280 | 0.29% | 23q | +15.8%+$5.2M |
| RAYMOND JAMES FINANCIAL INC | $37.5M | 455,867 | 0.01% | 7q | +3.2%+$1.2M |
| SCS Capital Management LLC | $35.6M | 432,269 | 0.34% | 29q | -1.5%-$557.8K |
| Evelyn Partners Group Ltd | $29.6M | 226,203 | 0.06% | new | FIRST |
| Prime Buchholz LLC | $26.2M | 318,254 | 9.45% | 7q | +10.6%+$2.5M |
| Facet Wealth, Inc. | $25.8M | 313,891 | 0.37% | 21q | -0.7%-$178.4K |
| AMERIPRISE FINANCIAL INC | $25.6M | 311,309 | 0.01% | 26q | HELD |
| Apella Capital, LLC | $24.7M | 305,254 | 0.35% | 23q | HELD |
| Cerity Partners LLC | $22.1M | 268,473 | 0.03% | 19q | +4.3%+$909.5K |
| Sellwood Investment Partners LLC | $21.2M | 257,549 | 7.48% | 7q | -6.0%-$1.4M |
| HighTower Advisors, LLC | $20.3M | 246,124 | 0.02% | 22q | -1.0%-$196.2K |
| NORTHSTAR ASSET MANAGEMENT INC | $20.1M | 244,109 | 5.89% | 3q | +32.5%+$4.9M |
| BANK OF AMERICA CORP /DE/ | $20.1M | 243,546 | 0.00% | 31q | -0.9%-$181.1K |
| Hanson & Doremus Investment Management | $19.7M | 238,759 | 2.00% | 29q | -2.8%-$560.7K |
| UBS Group AG | $19.4M | 235,260 | 0.00% | 30q | +2.9%+$548.0K |
| Angeles Investment Advisors, LLC | $19.3M | 234,590 | 1.16% | 17q | +35.9%+$5.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $18.2M | 221,149 | 0.02% | 23q | +153.3%+$11.0M |
| Beacon Pointe Advisors, LLC | $18.2M | 220,509 | 0.08% | 25q | +13.5%+$2.2M |
| LifeGuide Financial Advisors, LLC | $16.5M | 200,730 | 4.71% | 14q | +2.5%+$409.4K |
| Mariner, LLC | $16.5M | 200,454 | 0.02% | 18q | +5.6%+$881.6K |
| JONES FINANCIAL COMPANIES LLLP | $15.8M | 195,053 | 0.01% | 19q | +16.6%+$2.3M |
| Baird Financial Group, Inc. | $15.7M | 190,573 | 0.02% | 26q | +7.0%+$1.0M |
| IMC-Chicago, LLC | $14.2M CALL+PUT | options only | 0.00% | 10q | OPTIONS |
| MISSION WEALTH MANAGEMENT, LP | $13.9M | 169,253 | 0.17% | 16q | +15.3%+$1.9M |
| LPL Financial LLC | $13.6M | 164,872 | 0.00% | 23q | +9.9%+$1.2M |
| SPINNAKER TRUST | $12.9M | 156,368 | 0.63% | 25q | -4.8%-$643.5K |
| ENVESTNET ASSET MANAGEMENT INC | $12.6M | 153,237 | 0.00% | 25q | -5.5%-$731.7K |
| Joel Adams & Associates, Inc. | $11.9M | 144,564 | 7.64% | 7q | +1.4%+$160.2K |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $11.5M | 139,089 | 2.84% | 31q | -11.8%-$1.5M |
| Fiduciary Trust Co | $11.2M | 135,607 | 0.12% | 26q | -0.8%-$90.2K |
| GOLDMAN SACHS GROUP INC | $11.1M | 134,564 | 0.00% | 22q | +16.5%+$1.6M |
| ST GERMAIN D J CO INC | $11.1M | 134,393 | 0.40% | 22q | HELD |
| Crewe Advisors LLC | $10.9M | 132,891 | 0.79% | 27q | HELD |
| Orgel Wealth Management, LLC | $10.3M | 124,727 | 0.19% | 28q | -1.1%-$113.0K |
| SageView Advisory Group, LLC | $10.1M | 123,020 | 0.33% | 11q | +1.4%+$139.8K |
| MAI Capital Management | $9.9M | 120,424 | 0.04% | 7q | +2312.8%+$9.5M |
| Garde Capital, Inc. | $9.9M | 120,137 | 0.44% | 26q | -4.3%-$440.3K |
| TIAA TRUST, NATIONAL ASSOCIATION | $9.9M | 119,742 | 0.58% | new | NEW |
| Leith Wheeler Investment Counsel Ltd. | $9.1M | 110,347 | 0.69% | new | NEW |
| Diversified Portfolios, Inc. | $8.7M | 105,950 | 0.63% | 28q | -11.2%-$1.1M |
| Composition Wealth, LLC | $8.6M | 104,488 | 0.10% | 5q | HELD |
| Stewardship Advisors, LLC | $8.5M | 103,016 | 1.76% | 27q | -33.1%-$4.2M |
| Farrell Financial LLC | $7.9M | 95,680 | 4.26% | 11q | +2.5%+$194.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.8M | 95,256 | 0.00% | 18q | -0.7%-$53.9K |
| Cetera Investment Advisers | $7.6M | 92,093 | 0.01% | 10q | +3.8%+$276.2K |
| Sanchez Levi Garrett | $7.6M | 91,904 | 4.11% | 2q | +5.5%+$392.9K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $7.3M | 88,137 | 0.74% | 26q | HELD |
| Advisory Services Network, LLC | $7.1M | 86,226 | 0.08% | 27q | +3.2%+$217.5K |
| Focus Partners Wealth | $7.1M | 85,820 | 0.01% | 8q | +0.9%+$60.6K |
| US BANCORP \DE\ | $6.8M | 82,589 | 0.01% | 15q | HELD |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $6.8M | 82,246 | 0.10% | 30q | -1.7%-$118.7K |
| Westfuller Advisors, LLC | $6.6M | 80,589 | 2.42% | 9q | +25.0%+$1.3M |
| Quent Capital, LLC | $6.6M | 80,154 | 0.41% | 19q | -0.6%-$43.1K |
| White Lighthouse Investment Management Inc. | $6.6M | 80,017 | 0.82% | 28q | +2.6%+$166.7K |
| Human Investing LLC | $6.4M | 77,659 | 0.83% | 31q | -2.2%-$141.3K |
| Promethos Capital, LLC | $6.3M | 76,387 | 1.71% | new | NEW |
| Cresset Asset Management, LLC | $6.2M | 75,557 | 0.02% | 13q | HELD |
| Bank of New York Mellon Corp | $5.9M | 71,869 | 0.00% | 10q | +2.1%+$120.6K |
| DeDora Capital, Inc. | $5.7M | 69,688 | 1.25% | 18q | +10.9%+$564.4K |
| New Covenant Trust Company, N.A. | $5.7M | 69,287 | 4.30% | 10q | HELD |
| MML INVESTORS SERVICES, LLC | $5.6M | 68,059 | 0.01% | 24q | +9.4%+$483.6K |
| Cambridge Investment Research Advisors, Inc. | $5.3M | 64,738 | 0.01% | 27q | +24.8%+$1.1M |
| ORSER CAPITAL MANAGEMENT, LLC | $5.1M | 61,805 | 2.53% | 5q | +1.2%+$59.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 61,377 | 0.01% | 30q | +2.9%+$142.0K |
| Fund Evaluation Group, LLC | $5.0M | 61,277 | 0.14% | 6q | +1.6%+$77.4K |
| AMG National Trust Bank | $5.0M | 61,124 | 0.10% | 25q | -7.4%-$402.1K |
| BLUESTEM FINANCIAL ADVISORS, LLC | $5.0M | 60,742 | 1.75% | 25q | +3.5%+$170.9K |
| Koss-Olinger Consulting, LLC | $4.8M | 58,316 | 0.37% | 9q | +0.8%+$39.9K |
| HRT FINANCIAL LP | $4.5M | 54,584 | 0.01% | new | NEW |
| BROWN ADVISORY INC | $4.4M | 53,483 | 0.01% | 3q | +1.3%+$54.8K |
| LFA - Lugano Financial Advisors SA | $4.3M | 52,553 | 2.60% | 3q | +18.7%+$682.6K |
| Corient Private Wealth LP | $4.2M | 50,979 | 0.01% | 15q | +2.8%+$116.2K |
| FFT WEALTH MANAGEMENT LLC | $4.2M | 54,924 | 0.65% | 2q | +100.5%+$2.1M |
| Carr Financial Group Corp | $4.1M | 50,200 | 0.95% | 14q | +19.6%+$676.2K |
| Ballentine Partners, LLC | $4.1M | 50,166 | 0.05% | 11q | +150.5%+$2.5M |
| Wealthfront Advisers LLC | $4.0M | 48,816 | 0.01% | 20q | +10.3%+$374.3K |
| CGC Financial Services, LLC | $3.9M | 46,915 | 0.87% | new | NEW |
| Ledyard National Bank | $3.6M | 43,914 | 0.29% | 24q | -7.5%-$294.0K |
| Balanced Rock Investment Advisors LLC | $3.6M | 43,732 | 2.25% | 11q | -3.5%-$131.7K |
| Savant Capital, LLC | $3.6M | 46,910 | 0.01% | 5q | +79.7%+$1.6M |
| Bear Mountain Capital, Inc. | $3.5M | 43,553 | 1.02% | 11q | +1.7%+$58.7K |
| CIBC Bancorp USA Inc. | $3.5M | 42,419 | 0.00% | new | NEW |
| Boston Standard Wealth Management, LLC | $3.5M | 42,746 | 0.51% | 30q | -1.1%-$38.2K |
| Pathstone Holdings, LLC | $3.5M | 42,218 | 0.01% | 11q | -3.8%-$138.5K |
| Silver Oak Advisory Group, Inc. | $3.5M | 42,022 | 1.36% | 19q | HELD |
| BFSG, LLC | $3.4M | 41,538 | 0.30% | 13q | HELD |
| RAFFA WEALTH MANAGEMENT, LLC | $3.4M | 41,193 | 0.43% | 22q | +0.7%+$22.7K |
| DAVIS R M INC | $3.3M | 40,262 | 0.05% | 19q | +0.7%+$23.0K |
| Paragon Capital Management Ltd | $3.2M | 39,219 | 0.61% | 5q | +7.8%+$233.4K |
| Haverford Trust Co | $3.2M | 39,191 | 0.03% | 25q | HELD |
| OSAIC HOLDINGS, INC. | $3.0M | 36,776 | 0.00% | 26q | +120.3%+$1.7M |
| FMR LLC | $3.0M | 36,506 | 0.00% | 21q | +74.6%+$1.3M |
| GOULD ASSET MANAGEMENT LLC /CA/ | $3.0M | 36,491 | 0.47% | 31q | +7.3%+$205.0K |
Showing the largest 100 of 486 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 | 181 | $412.4M | 5,088,238 | 15 | 51 | 42 | 0.0% |
| Q2 2026 | 486 | $2.0B | 24,580,109 | 61 | 170 | 112 | 0.8% |
| Q1 2026 | 447 | $1.7B | 23,188,858 | 34 | 159 | 114 | 0.8% |
| Q4 2025 | 438 | $1.6B | 22,767,674 | 42 | 140 | 111 | 1.0% |
| Q3 2025 | 403 | $1.5B | 21,097,477 | 40 | 131 | 107 | 0.8% |
| Q2 2025 | 381 | $1.3B | 20,244,490 | 37 | 123 | 108 | 0.7% |
| Q1 2025 | 360 | $1.1B | 18,360,857 | 25 | 128 | 99 | 0.9% |
| Q4 2024 | 363 | $1.1B | 18,974,620 | 25 | 134 | 87 | 1.2% |
| Q3 2024 | 351 | $1.0B | 16,833,868 | 40 | 128 | 70 | 1.1% |
| Q2 2024 | 328 | $1.1B | 18,489,759 | 30 | 119 | 76 | 2.1% |
| Q1 2024 | 320 | $1.2B | 19,142,407 | 30 | 115 | 75 | 10.7% |
| Q4 2023 | 315 | $1.4B | 22,273,949 | 36 | 114 | 79 | 8.9% |
| Q3 2023 | 279 | $1.0B | 20,544,346 | 11 | 113 | 65 | 0.5% |
| Q2 2023 | 294 | $1.2B | 22,290,858 | 19 | 113 | 67 | 0.3% |
| Q1 2023 | 288 | $1.0B | 19,716,790 | 33 | 94 | 74 | 0.2% |
| Q4 2022 | 274 | $710.7M | 14,400,983 | 51 | 82 | 87 | 0.2% |
| Q3 2022 | 235 | $19.1B | 440,358,455 | 18 | 104 | 58 | 0.0% |
| Q2 2022 | 249 | $20.9B | 426,556,912 | 23 | 113 | 65 | 0.0% |
| Q1 2022 | 259 | $22.2B | 388,918,639 | 35 | 106 | 57 | 0.0% |
| Q4 2021 | 251 | $7.1B | 115,073,771 | 29 | 102 | 32 | 0.1% |
| Q3 2021 | 208 | $4.7B | 74,207,555 | 24 | 102 | 29 | 0.0% |
| Q2 2021 | 193 | $4.3B | 67,350,787 | 21 | 103 | 23 | 0.0% |
| Q1 2021 | 183 | $16.1B | 262,809,037 | 23 | 96 | 19 | 0.0% |
| Q4 2020 | 166 | $14.9B | 252,005,416 | 33 | 73 | 15 | 0.0% |
| Q3 2020 | 131 | $15.2B | 293,688,272 | 25 | 52 | 23 | 0.0% |
| Q2 2020 | 113 | $11.3B | 235,737,505 | 27 | 46 | 17 | 0.0% |
| Q1 2020 | 99 | $8.7B | 211,334,375 | 32 | 48 | 7 | 0.0% |
| Q4 2019 | 77 | $5.1B | 95,650,637 | 15 | 35 | 5 | 0.0% |
| Q3 2019 | 59 | $1.8B | 36,549,118 | 18 | 21 | 6 | 0.0% |
| Q2 2019 | 42 | $1.5B | 30,631,041 | 9 | 21 | 1 | 0.0% |
| Q1 2019 | 37 | $1.2B | 25,179,794 | 14 | 8 | 1 | 0.0% |
| Q4 2018 | 22 | $457.9M | 10,288,967 | 1 | 0 | 0 | 0.0% |