Filing Research | VANGUARD WORLD FD Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	MIDLAND WEALTH ADVISORS, LLC	Shares	1.6MSH	$105.7M
2	Mirae Asset Global Investments Co., Ltd.	Shares	789.8KSH	$51.4M
3	SBI Securities Co., Ltd.	Shares	463.6KSH	$30.2M
4	Fluent Financial, LLC	Shares	254.3KSH	$16.6M
5	Professional Financial Management, Inc.	Shares	121.1KSH	$7.9M
6	Fermata Advisors, LLC	Shares	81.0KSH	$5.3M
7	TECTONIC ADVISORS LLC	Shares	74.5KSH	$4.9M
8	INDEPENDENT FINANCIAL GROUP, LLC	Shares	38.1KSH	$2.5M
9	Decker Retirement Planning Inc.	Shares	28.6KSH	$1.9M
10	Englebert Financial Advisers, LLC	Shares	23.6KSH	$1.5M
11	Conrad Siegel Investment Advisors, Inc.	Shares	21.0KSH	$1.4M
12	Rareview Capital LLC	Shares	18.9KSH	$1.3M
13	Farther Finance Advisors, LLC	Shares	15.1KSH	$980.1K
14	GUIDANCE CAPITAL, INC	Shares	14.3KSH	$885.0K
15	Johnson & White Wealth Management, LLC	Shares	11.4KSH	$742.7K
16	Legacy Private Trust Co.	Shares	11.1KSH	$725.4K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.2KSH	$695.7K
18	EverSource Wealth Advisors, LLC	Shares	6.6KSH	$429.5K
19	PFG Advisors	Shares	6.2KSH	$405.2K
20	Clarity Financial LLC	Shares	6.1KSH	$397.1K
21	Marshall Financial Group, LLC	Shares	6.1KSH	$396.6K
22	CWC Advisors, LLC.	Shares	6.1KSH	$395.9K
23	Gilman Hill Asset Management, LLC	Shares	6.0KSH	$393.7K
24	TriaGen Wealth Management LLC	Shares	4.7KSH	$304.5K
25	Balefire, LLC	Shares	4.6KSH	$299.4K
26	RED REEF ADVISORS LLC	Shares	3.9KSH	$251.5K
27	Ares Financial Consulting, LLC	Shares	3.8KSH	$249.6K
28	BUFFALO BUSINESS & ESTATE SERVICES LTD	Principal	3.8KPRN	$248.5K
29	Freestate Advisors LLC	Shares	3.8KSH	$245.1K
30	Vanguard Capital Wealth Advisors	Shares	3.6KSH	$234.9K
31	Sharkey, Howes & Javer	Shares	3.4KSH	$222.2K
32	Sage Investment Counsel LLC	Shares	3.4KSH	$221.3K
33	RFG Advisory, LLC	Shares	3.2KSH	$207.8K
34	Gladwyn Financial Advisors, Inc.	Shares	1.4KSH	$92.0K
35	IFP Advisors, Inc	Shares	711SH	$46.3K
36	Marshall & Sterling Wealth Advisors Inc.	Shares	485SH	$31.6K
37	Pflug Koory, LLC	Shares	336SH	$21.9K
38	Quest 10 Wealth Builders, Inc.	Shares	181SH	$11.8K
39	Noble Wealth Management PBC	Shares	80SH	$5.2K
40	Blue Trust, Inc.	Shares	72SH	$4.7K
41	PARK AVENUE SECURITIES LLC	Shares	12.7KSH	$823
42	GAMMA Investing LLC	Shares	5SH	$325

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

49 / 49 loaded

#		Instrument
1	MIDLAND WEALTH ADVISORS, LLC added	Shares	+181.7K	+$12.0M	$105.7M
2	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+38.1K	+$2.5M	$2.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+11.2K	+$695.7K	$695.7K
4	Professional Financial Management, Inc. added	Shares	+7.6K	+$512.1K	$7.9M
5	EverSource Wealth Advisors, LLC new	Shares	+6.6K	+$429.5K	$429.5K
6	Gilman Hill Asset Management, LLC new	Shares	+6.0K	+$393.7K	$393.7K
7	Decker Retirement Planning Inc. added	Shares	+5.4K	+$354.5K	$1.9M
8	BUFFALO BUSINESS & ESTATE SERVICES LTD new	Principal	+3.8K	+$248.5K	$248.5K
9	Sage Investment Counsel LLC new	Shares	+3.4K	+$221.3K	$221.3K
10	TECTONIC ADVISORS LLC added	Shares	+2.5K	+$174.6K	$4.9M
11	GUIDANCE CAPITAL, INC added	Shares	+1.5K	+$70.0K	$885.0K
12	CWC Advisors, LLC. added	Shares	+570	+$37.8K	$395.9K
13	Gladwyn Financial Advisors, Inc. added	Shares	+138	+$9.1K	$92.0K
14	Ares Financial Consulting, LLC added	Shares	+84	+$9.1K	$249.6K
15	Blue Trust, Inc. new	Shares	+72	+$4.7K	$4.7K
16	RED REEF ADVISORS LLC added	Shares	+41	+$3.2K	$251.5K
17	Freestate Advisors LLC added	Shares	+9	+$1.0K	$245.1K
18	TriaGen Wealth Management LLC trimmed	Shares	-1	+$543	$304.5K
19	PARK AVENUE SECURITIES LLC added	Shares	+1.2K	+$77	$823
20	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	+$63	$31.6K
21	Pflug Koory, LLC unchanged	Shares	0	+$44	$21.9K
22	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$23	$11.8K
23	Noble Wealth Management PBC unchanged	Shares	0	+$10	$5.2K
24	GAMMA Investing LLC unchanged	Shares	0	$0	$325
25	RFG Advisory, LLC trimmed	Shares	-94	-$5.7K	$207.8K
26	Deane Retirement Strategies, Inc. exited	Shares	-138	-$9.0K	$0
27	Farther Finance Advisors, LLC trimmed	Shares	-444	-$13.4K	$980.1K
28	Balefire, LLC trimmed	Shares	-506	-$32.3K	$299.4K
29	IFP Advisors, Inc trimmed	Shares	-733	-$47.5K	$46.3K
30	Marshall Financial Group, LLC trimmed	Shares	-1.3K	-$81.7K	$396.6K
31	Sharkey, Howes & Javer trimmed	Shares	-1.4K	-$87.2K	$222.2K
32	Clarity Financial LLC trimmed	Shares	-1.8K	-$119.3K	$397.1K
33	Johnson & White Wealth Management, LLC trimmed	Shares	-3.0K	-$191.4K	$742.7K
34	Englebert Financial Advisers, LLC trimmed	Shares	-3.4K	-$217.9K	$1.5M
35	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP exited	Shares	-3.4K	-$220.0K	$0
36	BUFFALO BUSINESS & ESTATE SERVICES LTD exited	Shares	-4.0K	-$258.1K	$0
37	PFG Advisors trimmed	Shares	-4.0K	-$260.2K	$405.2K
38	Vanguard Capital Wealth Advisors trimmed	Shares	-4.4K	-$285.0K	$234.9K
39	Dynamic Advisor Solutions LLC exited	Shares	-4.6K	-$297.0K	$0
40	Worth Asset Management, LLC exited	Shares	-11.0K	-$711.9K	$0
41	Rareview Capital LLC trimmed	Shares	-11.5K	-$771.3K	$1.3M
42	Fermata Advisors, LLC trimmed	Shares	-14.4K	-$924.7K	$5.3M
43	Legacy Private Trust Co. trimmed	Shares	-21.3K	-$1.4M	$725.4K
44	EXCHANGE TRADED CONCEPTS, LLC exited	Shares	-49.8K	-$3.2M	$0
45	Conrad Siegel Investment Advisors, Inc. trimmed	Shares	-87.6K	-$5.7M	$1.4M
46	SBI Securities Co., Ltd. trimmed	Shares	-115.2K	-$7.4M	$30.2M
47	Diesslin Group, Inc. exited	Shares	-140.6K	-$9.1M	$0
48	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-265.9K	-$17.2M	$51.4M
49	Fluent Financial, LLC trimmed	Shares	-276.1K	-$17.7M	$16.6M