DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WHITEHALL FDS (VWOB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
466
Reporting holders
$4.5B
Reported value
0.6%
Calls
0.7%
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 |
|---|---|---|---|---|---|
| Betterment LLC | $505.7M | 7,520,903 | 0.86% | 31q | +31.9%+$122.4M |
| SEI INVESTMENTS CO | $288.0M | 4,283,035 | 0.25% | 20q | +4.5%+$12.5M |
| JPMORGAN CHASE & CO | $246.1M | 3,647,079 | 0.01% | 31q | -11.1%-$30.7M |
| ROYAL BANK OF CANADA | $229.4M | 3,411,984 | 0.03% | 31q | +7.0%+$15.0M |
| BANK OF AMERICA CORP /DE/ | $210.8M | 3,134,822 | 0.01% | 31q | -7.4%-$16.8M |
| ENVESTNET ASSET MANAGEMENT INC | $207.0M | 3,077,855 | 0.05% | 31q | +5.0%+$9.9M |
| Wealthfront Advisers LLC | $180.6M | 2,686,305 | 0.35% | 3q | +1.4%+$2.6M |
| Savant Capital, LLC | $179.7M | 2,702,926 | 0.53% | 29q | +106.4%+$92.6M |
| MORGAN STANLEY | $147.2M | 2,188,737 | 0.01% | 35q | +3.4%+$4.9M |
| Bank of New York Mellon Corp | $111.0M | 1,650,865 | 0.02% | 31q | -1.5%-$1.6M |
| Creative Planning | $101.0M | 1,501,752 | 0.06% | 3q | -14.1%-$16.6M |
| AMERIPRISE FINANCIAL INC | $99.6M | 1,480,565 | 0.02% | 31q | -6.8%-$7.3M |
| WELLS FARGO & COMPANY/MN | $90.9M | 1,351,550 | 0.01% | 31q | HELD |
| PNC Financial Services Group, Inc. | $86.7M | 1,290,036 | 0.04% | 31q | -1.6%-$1.4M |
| Varma Mutual Pension Insurance Co | $84.0M | 1,250,000 | 0.45% | 16q | HELD |
| Kestra Investment Management, LLC | $82.7M | 1,229,693 | 1.60% | 9q | +16.9%+$11.9M |
| PRINCIPAL FINANCIAL GROUP INC | $69.0M | 1,025,511 | 0.03% | 2q | -4.2%-$3.0M |
| JONES FINANCIAL COMPANIES LLLP | $61.8M | 919,634 | 0.02% | 26q | +18.0%+$9.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | $60.1M | 893,417 | 0.41% | 31q | +39.4%+$17.0M |
| Bank Julius Baer & Co. Ltd, Zurich | $50.8M | 755,102 | 0.13% | 8q | HELD |
| UBS Group AG | $43.3M | 643,621 | 0.01% | 31q | -17.6%-$9.2M |
| SUMITOMO LIFE INSURANCE CO | $41.3M | 613,500 | 0.67% | 13q | +37.5%+$11.3M |
| HighTower Advisors, LLC | $34.8M | 517,660 | 0.03% | 22q | +1.3%+$448.0K |
| RAYMOND JAMES FINANCIAL INC | $31.1M | 462,987 | 0.01% | 7q | +0.6%+$175.2K |
| LPL Financial LLC | $30.2M | 448,652 | 0.01% | 31q | +3.8%+$1.1M |
| POTOMAC FUND MANAGEMENT INC /ADV | $30.0M | 446,500 | 0.76% | new | NEW |
| BlueSky Wealth Advisors, LLC | $29.3M | 435,695 | 3.39% | 9q | +7.2%+$2.0M |
| Advisory Alpha, LLC | $27.8M | 412,915 | 0.68% | 11q | +1.7%+$453.4K |
| Allianz SE | $25.4M | 377,100 | 0.27% | 3q | HELD |
| Keudell/Morrison Wealth Management | $25.2M | 375,202 | 4.77% | 13q | +3.4%+$829.1K |
| TD Waterhouse Canada Inc. | $24.3M | 362,702 | 0.06% | 19q | +11.9%+$2.6M |
| REGIMEN WEALTH, LLC | $23.0M | 342,544 | 6.21% | 14q | +3.3%+$731.2K |
| IMC-Chicago, LLC | $22.7M CALL+PUT | options only | 0.01% | 8q | OPTIONS |
| Checchi Capital Advisers, LLC | $20.8M | 309,560 | 0.94% | 16q | +5.4%+$1.1M |
| Cetera Investment Advisers | $19.1M | 284,255 | 0.02% | 19q | +3.8%+$694.3K |
| Trust Co | $18.9M | 280,735 | 1.70% | 5q | +0.9%+$161.4K |
| Columbus Macro, LLC | $18.5M | 275,864 | 1.80% | 18q | +4.0%+$717.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18.0M incl. $11.9M options PUT | 90,797 | 0.00% | 7q | +192.0%+$11.9M |
| Marotta Asset Management | $17.6M | 263,086 | 2.93% | 26q | +6.7%+$1.1M |
| CAPE COD FIVE CENTS SAVINGS BANK | $17.4M | 258,812 | 1.41% | 23q | -7.4%-$1.4M |
| Financial Alternatives, Inc | $17.0M | 252,253 | 8.36% | 15q | +3.6%+$593.3K |
| MATHER GROUP, LLC. | $16.7M | 248,114 | 0.15% | 31q | -74.6%-$49.1M |
| Union Bancaire Privee, UBP SA | $15.4M | 229,423 | 0.17% | 7q | +50.9%+$5.2M |
| Strategic Financial Services, Inc. | $15.3M | 227,077 | 0.67% | 26q | +1.3%+$199.4K |
| Financial Gravity Companies, Inc. | $15.2M | 225,894 | 2.46% | 4q | -41.2%-$10.6M |
| Mirae Asset Global Investments Co., Ltd. | $15.1M | 224,000 | 0.02% | 21q | +11.4%+$1.5M |
| NEUBERGER BERMAN GROUP LLC | $14.8M | 220,100 | 0.01% | 25q | -3.4%-$514.1K |
| Merit Financial Group, LLC | $14.5M | 215,899 | 0.09% | 6q | +17.6%+$2.2M |
| GOLDMAN SACHS GROUP INC | $14.3M | 213,111 | 0.00% | 2q | +3002.5%+$13.9M |
| Corient Private Wealth LP | $14.2M | 211,010 | 0.02% | 3q | -12.0%-$1.9M |
| BlueStem Wealth Partners, LLC | $14.2M | 210,678 | 1.41% | 3q | -16.1%-$2.7M |
| Marion Wealth Management | $13.8M | 205,098 | 2.81% | 16q | +2.1%+$290.1K |
| MML INVESTORS SERVICES, LLC | $13.4M | 198,936 | 0.03% | 31q | +22.7%+$2.5M |
| Greystone Financial Group, LLC | $13.1M | 194,585 | 3.66% | 4q | -2.1%-$286.9K |
| SWAN Capital LLC | $12.6M | 187,705 | 4.32% | 11q | +33.3%+$3.2M |
| Hurlow Wealth Management Group, Inc. | $12.6M | 187,058 | 2.62% | 30q | +2.7%+$329.7K |
| ASSETMARK, INC | $12.3M | 182,352 | 0.02% | 31q | -10.0%-$1.4M |
| BENJAMIN EDWARDS INC | $12.0M | 179,179 | 0.11% | 21q | -13.2%-$1.8M |
| CITADEL ADVISORS LLC | $11.6M PUT | options only | 0.00% | new | OPTIONS |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.6M | 172,709 | 0.01% | 29q | +97.8%+$5.7M |
| Avior Wealth Management, LLC | $11.1M | 164,456 | 0.29% | 31q | +2.9%+$310.6K |
| TD PRIVATE CLIENT WEALTH LLC | $11.1M | 164,347 | 0.20% | 11q | +8.8%+$893.4K |
| OSAIC HOLDINGS, INC. | $10.4M | 154,122 | 0.01% | 26q | +8.3%+$792.8K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $10.4M | 153,953 | 0.55% | 31q | -2.5%-$266.9K |
| BlackRock, Inc. | $9.7M | 144,541 | 0.00% | 8q | -14.2%-$1.6M |
| AllGen Financial Advisors, Inc. | $9.4M | 140,364 | 2.06% | new | NEW |
| City State Bank | $9.4M | 139,857 | 2.15% | 19q | +9.9%+$844.1K |
| Mariner, LLC | $9.3M | 138,481 | 0.01% | 20q | +20.3%+$1.6M |
| GP Brinson Investments LLC | $9.2M | 136,580 | 3.75% | 11q | HELD |
| Stablepoint Partners, LLC | $8.9M | 132,146 | 1.23% | 11q | +3.8%+$326.7K |
| Diversify Advisory Services, LLC | $8.5M | 128,970 | 0.14% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $8.5M | 128,970 | 0.14% | 9q | +6.0%+$481.4K |
| Robinswood Financial LLC | $7.9M | 117,576 | 2.27% | 13q | +5.3%+$394.4K |
| Cambria Investment Management, L.P. | $7.7M | 114,330 | 0.38% | new | NEW |
| Tidal Investments LLC | $7.6M | 114,119 | 0.01% | 6q | -37.1%-$4.5M |
| Beacon Pointe Advisors, LLC | $7.2M | 106,348 | 0.03% | 27q | +8.4%+$555.3K |
| Simplicity Wealth,LLC | $7.1M | 105,659 | 0.24% | 6q | +65.5%+$2.8M |
| L2 Asset Management, LLC | $6.9M | 102,759 | 0.72% | 7q | -48.9%-$6.6M |
| Plan Group Financial, LLC | $6.9M | 102,370 | 1.42% | 6q | +19.9%+$1.1M |
| Belvedere Trading LLC | $6.6M incl. $5.2M options PUT | 21,398 | 0.01% | new | NEW |
| LARCH CAPITAL PARTNERS LLC | $6.4M | 94,745 | 0.91% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $6.2M | 92,782 | 0.01% | 4q | -53.2%-$7.1M |
| SAGE RHINO CAPITAL LLC | $6.2M | 92,677 | 1.01% | 19q | +27.3%+$1.3M |
| Nilsine Partners, LLC | $6.1M | 90,307 | 0.42% | 12q | +2.7%+$162.5K |
| SEEDS INVESTOR LLC | $6.0M | 89,098 | 0.62% | 7q | +21.9%+$1.1M |
| SIMPLEX TRADING, LLC | $6.0M incl. $5.9M options CALL+PUT | 1,008 | 0.00% | 22q | HELD |
| MRA Advisory Group | $5.8M | 86,874 | 2.12% | 2q | +2.2%+$124.7K |
| Sanctuary Advisors, LLC | $5.8M | 86,147 | 0.03% | 9q | +1.7%+$95.3K |
| BROWN WEALTH MANAGEMENT, LLC | $5.7M | 85,296 | 1.28% | 13q | -31.9%-$2.7M |
| Cambridge Investment Research Advisors, Inc. | $5.5M | 81,492 | 0.01% | 29q | +114.7%+$2.9M |
| Royal Fund Management, LLC | $5.3M | 79,455 | 0.44% | 27q | +4.4%+$226.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 78,654 | 0.01% | 31q | +46.1%+$1.7M |
| MMA ASSET MANAGEMENT LLC | $5.1M | 76,137 | 1.63% | 4q | +7.4%+$353.3K |
| Asset Management One Co., Ltd. | $5.1M | 75,940 | 0.01% | 4q | +3.8%+$184.9K |
| NewEdge Advisors, LLC | $5.1M | 75,820 | 0.02% | 15q | -2.3%-$119.5K |
| &PARTNERS | $5.0M | 74,802 | 0.02% | 11q | +10.9%+$495.4K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $5.0M | 74,020 | 2.25% | 11q | +0.7%+$36.1K |
| AssuredPartners Investment Advisors, LLC | $4.9M | 72,867 | 0.47% | 7q | +4.8%+$222.6K |
| KITCHING PARTNERS, LLC | $4.8M | 71,375 | 4.12% | 8q | -12.7%-$699.4K |
| Advisory Services Network, LLC | $4.8M | 71,221 | 0.05% | 5q | +4.5%+$208.1K |
Showing the largest 100 of 467 reported holders. The count of 466 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 | 163 | $534.7M | 8,537,151 | 9 | 81 | 35 | 0.0% |
| Q2 2026 | 466 | $4.5B | 66,480,416 | 50 | 201 | 123 | 1.3% |
| Q1 2026 | 458 | $4.2B | 63,340,823 | 65 | 186 | 113 | 0.6% |
| Q4 2025 | 454 | $4.0B | 58,276,741 | 69 | 207 | 82 | 0.9% |
| Q3 2025 | 391 | $3.8B | 56,516,733 | 41 | 172 | 95 | 0.8% |
| Q2 2025 | 395 | $4.0B | 61,951,284 | 39 | 155 | 114 | 0.3% |
| Q1 2025 | 389 | $3.8B | 59,678,905 | 40 | 156 | 120 | 0.4% |
| Q4 2024 | 394 | $3.7B | 58,208,662 | 42 | 163 | 100 | 0.3% |
| Q3 2024 | 364 | $5.0B | 74,987,647 | 47 | 145 | 106 | 0.2% |
| Q2 2024 | 346 | $4.6B | 72,287,811 | 40 | 143 | 99 | 0.5% |
| Q1 2024 | 338 | $3.9B | 60,372,225 | 44 | 141 | 84 | 0.2% |
| Q4 2023 | 340 | $2.8B | 43,260,803 | 46 | 117 | 108 | 0.6% |
| Q3 2023 | 311 | $2.5B | 39,449,764 | 28 | 116 | 97 | 5.2% |
| Q2 2023 | 301 | $2.5B | 38,301,149 | 27 | 126 | 75 | 3.3% |
| Q1 2023 | 305 | $2.5B | 38,503,874 | 50 | 115 | 83 | 5.5% |
| Q4 2022 | 284 | $2.3B | 34,890,369 | 60 | 90 | 80 | 5.9% |
| Q3 2022 | 231 | $33.2B | 576,901,675 | 24 | 78 | 82 | 0.2% |
| Q2 2022 | 250 | $38.7B | 626,145,457 | 37 | 77 | 86 | 0.3% |
| Q1 2022 | 238 | $43.5B | 621,348,667 | 33 | 92 | 75 | 0.1% |
| Q4 2021 | 252 | $42.2B | 543,506,150 | 30 | 97 | 60 | 0.1% |
| Q3 2021 | 231 | $41.8B | 533,966,755 | 18 | 106 | 58 | 0.0% |
| Q2 2021 | 231 | $42.3B | 530,127,375 | 34 | 108 | 47 | 0.1% |
| Q1 2021 | 213 | $48.5B | 624,781,956 | 34 | 101 | 35 | 0.0% |
| Q4 2020 | 202 | $35.0B | 424,789,595 | 29 | 94 | 26 | 0.0% |
| Q3 2020 | 179 | $31.8B | 403,305,944 | 27 | 70 | 41 | 0.0% |
| Q2 2020 | 166 | $29.0B | 372,454,635 | 34 | 67 | 43 | 0.0% |
| Q1 2020 | 158 | $4.4B | 62,449,822 | 30 | 51 | 54 | 0.1% |
| Q4 2019 | 162 | $5.7B | 70,167,905 | 25 | 58 | 38 | 0.0% |
| Q3 2019 | 140 | $4.7B | 58,821,770 | 23 | 47 | 32 | 0.1% |
| Q2 2019 | 128 | $4.4B | 55,133,709 | 22 | 54 | 26 | 0.1% |
| Q1 2019 | 122 | $2.9B | 37,191,367 | 25 | 46 | 26 | 0.1% |
| Q4 2018 | 109 | $665.8M | 8,924,836 | 1 | 3 | 2 | 0.0% |