Filing Research | VANGUARD WORLD FD Institutional Holdings

Snapshot holdings

50 / 232 loaded

#		Instrument	quantity
1	Stanich Group LLC	Shares	551.4KSH	$72.9M
2	IMPACTfolio, LLC	Shares	499.4KSH	$66.0M
3	Apella Capital, LLC	Shares	415.3KSH	$54.9M
4	Crewe Advisors LLC	Shares	364.7KSH	$48.2M
5	Platt Investment Counsel, LLC	Shares	348.8KSH	$46.1M
6	Angeles Investment Advisors, LLC	Shares	230.8KSH	$30.5M
7	Gemmer Asset Management LLC	Shares	183.3KSH	$24.2M
8	LifeGuide Financial Advisors, LLC	Shares	161.7KSH	$21.4M
9	Human Investing LLC	Shares	148.5KSH	$19.6M
10	Orgel Wealth Management, LLC	Shares	143.2KSH	$18.9M
11	Composition Wealth, LLC	Shares	117.4KSH	$15.5M
12	Farrell Financial LLC	Shares	98.0KSH	$13.0M
13	Boston Standard Wealth Management, LLC	Shares	79.9KSH	$10.6M
14	ST GERMAIN D J CO INC	Shares	72.1KSH	$9.5M
15	Relyea Zuckerberg Hanson LLC	Shares	66.6KSH	$8.8M
16	Pearl Planning LLC	Shares	60.6KSH	$8.0M
17	BSW Wealth Partners	Shares	59.2KSH	$7.8M
18	New Covenant Trust Company, N.A.	Shares	57.5KSH	$7.6M
19	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	51.1KSH	$6.8M
20	MISSION WEALTH MANAGEMENT, LP	Shares	48.5KSH	$6.4M
21	EQ LLC	Shares	47.2KSH	$6.2M
22	D.A. DAVIDSON & CO.	Shares	46.2KSH	$6.1M
23	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	45.5KSH	$6.0M
24	PFG Investments, LLC	Shares	39.4KSH	$5.2M
25	Farther Finance Advisors, LLC	Shares	35.5KSH	$4.7M
26	Stonehearth Capital Management, LLC	Shares	34.2KSH	$4.5M
27	FIRST HORIZON CORP	Shares	33.9KSH	$4.5M
28	Well Done, LLC	Shares	32.3KSH	$4.3M
29	McClarren Financial Advisors, Inc.	Shares	31.3KSH	$4.1M
30	Ballentine Partners, LLC	Shares	30.3KSH	$4.0M
31	Mallini Complete Financial Planning LLC	Shares	29.2KSH	$3.9M
32	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	27.1KSH	$3.6M
33	Affinity Capital Advisors, LLC	Shares	26.2KSH	$3.5M
34	Wealth Group Ltd	Shares	25.3KSH	$3.3M
35	Fingerlakes Wealth Management, Inc.	Shares	24.6KSH	$3.3M
36	Strategic Point Investment Advisors, LLC	Shares	23.9KSH	$3.2M
37	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.2KSH	$3.1M
38	CGN Advisors LLC	Shares	23.2KSH	$3.1M
39	ATMOS ADVISORY, LLC	Shares	23.1KSH	$3.1M
40	Armbruster Capital Management, Inc.	Shares	22.5KSH	$3.0M
41	PROFFITT & GOODSON INC	Shares	22.3KSH	$2.9M
42	Clarity Asset Management, Inc.	Shares	21.3KSH	$2.8M
43	XY Planning Network, Inc.	Shares	20.8KSH	$2.8M
44	Sequoia Financial Advisors, LLC	Shares	20.7KSH	$2.7M
45	Wedmont Private Capital	Shares	18.6KSH	$2.5M
46	West Financial Advisors, LLC	Shares	18.4KSH	$2.4M
47	EQUITABLE TRUST CO	Shares	18.2KSH	$2.4M
48	WEBSTER BANK, N. A.	Shares	17.9KSH	$2.4M
49	SAPIENT CAPITAL LLC	Shares	17.1KSH	$2.3M
50	Cornerstone Wealth Management, LLC	Shares	17.0KSH	$2.2M

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

50 / 240 loaded

#		Instrument
1	Stanich Group LLC added	Shares	+23.8K	+$13.7M	$72.9M
2	IMPACTfolio, LLC trimmed	Shares	-290	+$9.9M	$66.0M
3	Angeles Investment Advisors, LLC added	Shares	+44.2K	+$9.6M	$30.5M
4	Crewe Advisors LLC added	Shares	+79	+$7.3M	$48.2M
5	Platt Investment Counsel, LLC added	Shares	+1.6K	+$7.1M	$46.1M
6	LifeGuide Financial Advisors, LLC added	Shares	+6.0K	+$3.9M	$21.4M
7	MISSION WEALTH MANAGEMENT, LP added	Shares	+23.7K	+$3.6M	$6.4M
8	Gemmer Asset Management LLC trimmed	Shares	-284	+$3.6M	$24.2M
9	Orgel Wealth Management, LLC added	Shares	+5.1K	+$3.4M	$18.9M
10	Apella Capital, LLC added	Shares	+1.5K	+$3.4M	$54.9M
11	XY Planning Network, Inc. new	Shares	+20.8K	+$2.8M	$2.8M
12	Human Investing LLC trimmed	Shares	-3.0K	+$2.6M	$19.6M
13	Composition Wealth, LLC trimmed	Shares	-3.4K	+$2.0M	$15.5M
14	Farrell Financial LLC trimmed	Shares	-697	+$1.9M	$13.0M
15	Boston Standard Wealth Management, LLC added	Shares	+774	+$1.7M	$10.6M
16	ST GERMAIN D J CO INC added	Shares	+855	+$1.5M	$9.5M
17	Pearl Planning LLC added	Shares	+2.0K	+$1.4M	$8.0M
18	DeDora Capital, Inc. added	Shares	+9.4K	+$1.3M	$1.5M
19	BSW Wealth Partners trimmed	Shares	-358	+$1.1M	$7.8M
20	NWAM LLC added	Shares	+8.1K	+$1.1M	$1.3M
21	PFG Investments, LLC added	Shares	+2.4K	+$1.1M	$5.2M
22	Relyea Zuckerberg Hanson LLC trimmed	Shares	-2.6K	+$1.0M	$8.8M
23	D.A. DAVIDSON & CO. trimmed	Shares	-994	+$811.2K	$6.1M
24	BRANDYWINE OAK PRIVATE WEALTH LLC trimmed	Shares	-978	+$798.9K	$6.0M
25	PENOBSCOT WEALTH MANAGEMENT added	Shares	+4.0K	+$734.2K	$1.9M
26	Winter & Associates, Inc. added	Shares	+5.1K	+$722.1K	$996.0K
27	Fingerlakes Wealth Management, Inc. added	Shares	+2.0K	+$713.8K	$3.3M
28	FIRST HORIZON CORP unchanged	Shares	0	+$677.8K	$4.5M
29	Well Done, LLC added	Shares	+2	+$644.3K	$4.3M
30	Farther Finance Advisors, LLC trimmed	Shares	-310	+$635.0K	$4.7M
31	J.W. COLE ADVISORS, INC. new	Shares	+4.8K	+$630.6K	$630.6K
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.2K	+$608.3K	$3.1M
33	Ballentine Partners, LLC added	Shares	+1	+$605.3K	$4.0M
34	EQ LLC trimmed	Shares	-3.1K	+$593.1K	$6.2M
35	Mallini Complete Financial Planning LLC trimmed	Shares	-225	+$556.9K	$3.9M
36	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. added	Shares	+81	+$550.7K	$3.6M
37	ATMOS ADVISORY, LLC added	Shares	+677	+$537.0K	$3.1M
38	Stonehearth Capital Management, LLC trimmed	Shares	-1.4K	+$526.7K	$4.5M
39	Wealth Group Ltd added	Shares	+139	+$520.1K	$3.3M
40	Clarity Asset Management, Inc. added	Shares	+720	+$505.3K	$2.8M
41	Strategic Point Investment Advisors, LLC added	Shares	+170	+$496.0K	$3.2M
42	PROFFITT & GOODSON INC added	Shares	+401	+$489.7K	$2.9M
43	SAX WEALTH ADVISORS, LLC new	Shares	+4.2K	+$468.7K	$468.7K
44	Affinity Capital Advisors, LLC trimmed	Shares	-729	+$462.9K	$3.5M
45	Armbruster Capital Management, Inc. added	Shares	+36	+$453.9K	$3.0M
46	True North Advisors, LLC new	Shares	+3.0K	+$399.0K	$399.0K
47	Ervin Investment Management, LLC added	Shares	+860	+$369.9K	$1.8M
48	SAPIENT CAPITAL LLC unchanged	Shares	0	+$341.4K	$2.3M
49	West Financial Advisors, LLC trimmed	Shares	-274	+$336.3K	$2.4M
50	Mesirow Financial Investment Management, Inc. added	Shares	+48	+$330.3K	$2.2M

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