Filing Research | VANGUARD WORLD FD Institutional Holdings

Snapshot holdings

50 / 146 loaded

#		Instrument	quantity
1	ARMSTRONG ADVISORY GROUP, INC	Shares	191.2KSH	$35.2M
2	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	Shares	113.7KSH	$21.5M
3	Morningstar Investment Management LLC	Shares	94.4KSH	$17.0M
4	PARK NATIONAL CORP /OH/	Shares	78.2KSH	$14.4M
5	Conservest Capital Advisors, Inc.	Shares	75.6KSH	$13.9M
6	Mason & Associates Inc	Shares	58.5KSH	$10.8M
7	MassMutual Private Wealth & Trust, FSB	Shares	53.5KSH	$9.8M
8	Merit Financial Group, LLC	Shares	42.6KSH	$7.8M
9	SOUTHERN CAPITAL SERVICES INC /ADV	Shares	37.2KSH	$6.8M
10	Gibraltar Capital Management, Inc.	Shares	37.1KSH	$6.8M
11	Quaker Wealth Management, LLC	Shares	35.8KSH	$6.6M
12	Sharper & Granite LLC	Shares	26.8KSH	$4.9M
13	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	26.7KSH	$4.9M
14	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	26.0KSH	$4.8M
15	FIRST FINANCIAL CORP /IN/	Shares	24.5KSH	$4.5M
16	PENOBSCOT WEALTH MANAGEMENT	Shares	22.9KSH	$4.2M
17	Trinity Legacy Partners, LLC	Shares	20.6KSH	$4.0M
18	Altura Wealth Advisors Inc.	Shares	20.6KSH	$3.8M
19	Praetorian Wealth Management, Inc.	Shares	19.9KSH	$3.7M
20	EXCHANGE TRADED CONCEPTS, LLC	Shares	19.8KSH	$3.6M
21	Joule Financial, LLC	Shares	18.0KSH	$3.3M
22	D.A. DAVIDSON & CO.	Shares	17.4KSH	$3.2M
23	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	15.8KSH	$2.9M
24	Crews Bank & Trust	Shares	13.7KSH	$2.5M
25	TRUST CO OF OKLAHOMA	Shares	13.6KSH	$2.5M
26	Royal Fund Management, LLC	Shares	13.5KSH	$2.5M
27	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	11.1KSH	$2.0M
28	J. M. Brown & Associates Inc.	Shares	10.3KSH	$1.9M
29	Hennion & Walsh Asset Management, Inc.	Shares	9.9KSH	$1.8M
30	Corsicana & Co.	Shares	9.7KSH	$1.8M
31	Aprio Wealth Management, LLC	Shares	9.4KSH	$1.7M
32	RCW Management, LLC	Shares	9.3KSH	$1.7M
33	NEW WAVE WEALTH ADVISORS LLC	Shares	9.1KSH	$1.7M
34	One Charles Private Wealth Services, LLC	Shares	8.2KSH	$1.5M
35	Valeo Financial Advisors, LLC	Shares	7.4KSH	$1.4M
36	First Citizens Financial Corp	Shares	7.2KSH	$1.3M
37	NWAM LLC	Shares	7.1KSH	$1.3M
38	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	Shares	7.0KSH	$1.3M
39	Triangle Securities Wealth Management	Shares	6.7KSH	$1.2M
40	Crown Wealth Group, LLC	Shares	6.6KSH	$1.2M
41	Financial & Tax Architects, LLC	Shares	6.3KSH	$1.2M
42	NorthCrest Asset Manangement, LLC	Shares	6.0KSH	$1.1M
43	LPWM LLC	Shares	5.9KSH	$1.1M
44	JOHNSON INVESTMENT COUNSEL INC	Shares	5.9KSH	$1.1M
45	Prospera Financial Services Inc	Shares	5.9KSH	$1.1M
46	City Center Advisors, LLC	Shares	5.8KSH	$1.1M
47	CHATHAM CAPITAL GROUP, INC.	Shares	5.7KSH	$1.1M
48	RFG Advisory, LLC	Shares	5.6KSH	$1.0M
49	RBA Wealth Management, LLC	Shares	5.6KSH	$1.0M
50	DOLIVER ADVISORS, LP	Shares	5.1KSH	$930.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 148 loaded

#		Instrument
1	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+15.8K	+$2.9M	$2.9M
2	ARMSTRONG ADVISORY GROUP, INC added	Shares	+4.9K	+$1.7M	$35.2M
3	Merit Financial Group, LLC added	Shares	+8.0K	+$1.6M	$7.8M
4	Kesler, Norman & Wride, LLC new	Shares	+4.8K	+$877.0K	$877.0K
5	SOUTHERN CAPITAL SERVICES INC /ADV added	Shares	+3.6K	+$800.3K	$6.8M
6	Conservest Capital Advisors, Inc. added	Shares	+2.4K	+$735.3K	$13.9M
7	NEW WAVE WEALTH ADVISORS LLC added	Shares	+3.8K	+$720.5K	$1.7M
8	Mason & Associates Inc added	Shares	+85	+$610.5K	$10.8M
9	Altura Wealth Advisors Inc. added	Shares	+2.4K	+$523.5K	$3.8M
10	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.3K	+$495.9K	$3.6M
11	NorthCrest Asset Manangement, LLC added	Shares	+2.1K	+$427.2K	$1.1M
12	Corsicana & Co. added	Shares	+375	+$402.0K	$1.8M
13	Gibraltar Capital Management, Inc. added	Shares	+940	+$321.5K	$6.8M
14	Dynamic Advisor Solutions LLC added	Shares	+1.6K	+$297.0K	$548.0K
15	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.6K	+$296.4K	$690.5K
16	Quaker Wealth Management, LLC added	Shares	+749	+$281.9K	$6.6M
17	Rare Wolf Capital LLC new	Shares	+1.1K	+$203.6K	$203.6K
18	PENOBSCOT WEALTH MANAGEMENT added	Shares	+561	+$195.1K	$4.2M
19	Farther Finance Advisors, LLC added	Shares	+992	+$191.5K	$837.0K
20	Trinity Legacy Partners, LLC added	Shares	+1.1K	+$173.2K	$4.0M
21	Hennion & Walsh Asset Management, Inc. added	Shares	+567	+$142.8K	$1.8M
22	HIGHLINE WEALTH PARTNERS LLC new	Shares	+746	+$137.2K	$137.2K
23	PARK NATIONAL CORP /OH/ trimmed	Shares	-1.1K	+$132.6K	$14.4M
24	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+633	+$129.7K	$711.0K
25	D.A. DAVIDSON & CO. added	Shares	+284	+$122.5K	$3.2M
26	Cape Investment Advisory, Inc. new	Shares	+509	+$93.6K	$93.6K
27	FIRST FINANCIAL CORP /IN/ trimmed	Shares	-44	+$92.6K	$4.5M
28	ABSOLUTE CAPITAL MANAGEMENT, LLC trimmed	Shares	-85	+$91.5K	$4.8M
29	Sharper & Granite LLC trimmed	Shares	-106	+$91.0K	$4.9M
30	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-800	+$76.2K	$9.8M
31	Joule Financial, LLC trimmed	Shares	-18	+$70.6K	$3.3M
32	BRANDYWINE OAK PRIVATE WEALTH LLC added	Shares	+121	+$67.5K	$2.0M
33	EASTERN BANK added	Shares	+296	+$65.5K	$547.8K
34	Aprio Wealth Management, LLC added	Shares	+101	+$56.8K	$1.7M
35	WARNER FINANCIAL, INC added	Shares	+223	+$54.4K	$648.4K
36	NAPLES GLOBAL ADVISORS, LLC added	Shares	+250	+$50.7K	$255.9K
37	Valeo Financial Advisors, LLC added	Shares	+100	+$48.5K	$1.4M
38	CGN Advisors LLC added	Shares	+218	+$47.3K	$362.2K
39	IVC Wealth Advisors LLC added	Shares	+201	+$43.9K	$350.0K
40	Realta Investment Advisors added	Shares	+233	+$43.1K	$53.7K
41	City Center Advisors, LLC added	Shares	+105	+$42.7K	$1.1M
42	One Charles Private Wealth Services, LLC added	Shares	+40	+$40.8K	$1.5M
43	NWAM LLC added	Shares	+32	+$34.8K	$1.3M
44	Envestnet Portfolio Solutions, Inc. added	Shares	+105	+$34.8K	$711.3K
45	First Citizens Financial Corp unchanged	Shares	0	+$29.6K	$1.3M
46	Tiller Private Wealth, Inc. added	Shares	+130	+$29.0K	$252.0K
47	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV unchanged	Shares	0	+$28.6K	$1.3M
48	INSTRUMENTAL WEALTH, LLC added	Shares	+122	+$27.5K	$245.8K
49	LPWM LLC unchanged	Shares	0	+$24.3K	$1.1M
50	CHATHAM CAPITAL GROUP, INC. unchanged	Shares	0	+$23.6K	$1.1M

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