Filing Research | VANGUARD WORLD FD Institutional Holdings

Snapshot holdings

50 / 193 loaded

#		Instrument	quantity
1	Apollon Wealth Management, LLC	Shares	84.7KSH	$19.1M
2	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	67.7KSH	$15.3M
3	Marotta Asset Management	Shares	62.5KSH	$14.1M
4	CMH Wealth Management LLC	Shares	41.6KSH	$9.4M
5	Weitzel Financial Services, Inc.	Shares	38.2KSH	$8.8M
6	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	Shares	36.5KSH	$8.2M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	32.6KSH	$7.3M
8	Mosley Wealth Management	Shares	31.3KSH	$7.1M
9	J.W. COLE ADVISORS, INC.	Shares	30.9KSH	$7.0M
10	REDSTONE WEALTH MANAGEMENT, LLC	Shares	30.5KSH	$6.9M
11	FINANCIAL ADVISORY PARTNERS, LLC	Shares	30.3KSH	$6.8M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	27.4KSH	$5.8M
13	JOHNSON INVESTMENT COUNSEL INC	Shares	25.2KSH	$5.7M
14	MassMutual Private Wealth & Trust, FSB	Shares	24.1KSH	$5.4M
15	SOUTHERN CAPITAL SERVICES INC /ADV	Shares	23.1KSH	$5.2M
16	Strategic Investment Solutions, Inc. /IL	Shares	21.4KSH	$4.8M
17	Sharper & Granite LLC	Shares	19.0KSH	$4.3M
18	Silver Coast Investments LLC	Shares	18.1KSH	$4.1M
19	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	Shares	17.3KSH	$3.9M
20	Altura Wealth Advisors Inc.	Shares	17.0KSH	$3.8M
21	Certified Advisory Corp	Shares	15.8KSH	$3.6M
22	Royal Fund Management, LLC	Shares	15.6KSH	$3.5M
23	Joule Financial, LLC	Shares	15.3KSH	$3.4M
24	Financial Perspectives, Inc	Shares	14.8KSH	$3.3M
25	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	14.4KSH	$3.3M
26	Opus Financial Solutions LLC	Shares	14.2KSH	$3.2M
27	Merit Financial Group, LLC	Shares	14.0KSH	$3.2M
28	TRUST CO OF OKLAHOMA	Shares	13.5KSH	$3.0M
29	SBI Securities Co., Ltd.	Shares	12.0KSH	$2.7M
30	D.A. DAVIDSON & CO.	Shares	11.8KSH	$2.7M
31	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	11.6KSH	$2.6M
32	Trinity Legacy Partners, LLC	Shares	11.1KSH	$2.6M
33	Cypress Wealth Services, LLC	Shares	10.8KSH	$2.4M
34	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	9.8KSH	$2.2M
35	RCW Management, LLC	Shares	9.8KSH	$2.2M
36	Brookstone Capital Management	Shares	9.7KSH	$2.2M
37	PFG Advisors	Shares	9.7KSH	$2.2M
38	Apollon Financial, LLC	Shares	9.7KSH	$2.2M
39	CoreCap Advisors, LLC	Shares	9.3KSH	$2.1M
40	Accel Wealth Management	Shares	9.2KSH	$2.1M
41	INDEPENDENT FINANCIAL GROUP, LLC	Shares	8.7KSH	$2.0M
42	Marion Wealth Management	Shares	8.2KSH	$1.9M
43	Cordoba Advisory Partners LLC	Shares	7.9KSH	$1.8M
44	Calder Financial LLC	Shares	7.7KSH	$1.7M
45	Wolff Financial Management LLC	Shares	7.3KSH	$1.6M
46	Gibraltar Capital Management, Inc.	Shares	7.2KSH	$1.6M
47	Farther Finance Advisors, LLC	Shares	6.3KSH	$1.4M
48	One Charles Private Wealth Services, LLC	Shares	6.0KSH	$1.4M
49	MISSION WEALTH MANAGEMENT, LP	Shares	6.0KSH	$1.4M
50	DHJJ Financial Advisors, Ltd.	Shares	5.9KSH	$1.3M

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

50 / 199 loaded

#		Instrument
1	Mosley Wealth Management added	Shares	+28.1K	+$6.4M	$7.1M
2	Royal Fund Management, LLC new	Shares	+15.6K	+$3.5M	$3.5M
3	REDSTONE WEALTH MANAGEMENT, LLC added	Shares	+8.2K	+$1.9M	$6.9M
4	Apollon Wealth Management, LLC added	Shares	+4.5K	+$1.1M	$19.1M
5	Canvas Wealth Advisors, LLC new	Shares	+4.1K	+$923.4K	$923.4K
6	AdvisorNet Financial, Inc added	Shares	+3.8K	+$869.1K	$1.2M
7	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+3.7K	+$857.1K	$7.3M
8	FINANCIAL ADVISORY PARTNERS, LLC added	Shares	+2.0K	+$486.5K	$6.8M
9	Bayshore Capital Advisors, LLC new	Shares	+2.1K	+$482.5K	$482.5K
10	Composition Wealth, LLC new	Shares	+2.0K	+$459.8K	$459.8K
11	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+1.9K	+$426.2K	$426.2K
12	SOUTHERN CAPITAL SERVICES INC /ADV added	Shares	+1.8K	+$426.1K	$5.2M
13	PRESILIUM PRIVATE WEALTH, LLC new	Shares	+1.9K	+$424.1K	$424.1K
14	Dynamic Advisor Solutions LLC new	Shares	+1.7K	+$375.0K	$375.0K
15	Taylor & Morgan Wealth Management, LLC new	Shares	+1.6K	+$352.2K	$352.2K
16	Riverbend Wealth Management, LLC new	Shares	+1.5K	+$342.0K	$342.0K
17	Pacific Excel Wealth Advisors, Inc. new	Shares	+1.4K	+$310.0K	$310.0K
18	Family Investment Center, Inc. added	Shares	+1.3K	+$299.9K	$985.8K
19	CMH Wealth Management LLC added	Shares	+1.1K	+$288.8K	$9.4M
20	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+1.2K	+$262.5K	$262.5K
21	Golden State Wealth Management, LLC added	Shares	+1.1K	+$248.3K	$271.9K
22	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.1K	+$248.0K	$1.4M
23	Altura Wealth Advisors Inc. added	Shares	+1.0K	+$247.2K	$3.8M
24	Wealthquest Corp new	Shares	+933	+$210.4K	$210.4K
25	LIGHTHOUSE FINANCIAL SERVICES INC /ADV added	Shares	+512	+$187.7K	$8.2M
26	Weitzel Financial Services, Inc. trimmed	Shares	-209	+$187.2K	$8.8M
27	Silver Coast Investments LLC added	Shares	+678	+$168.6K	$4.1M
28	Farther Finance Advisors, LLC added	Shares	+568	+$138.1K	$1.4M
29	CoreCap Advisors, LLC added	Shares	+535	+$128.4K	$2.1M
30	J.W. COLE ADVISORS, INC. added	Shares	+436	+$125.7K	$7.0M
31	MATAURO, LLC added	Shares	+528	+$123.3K	$1.2M
32	PENOBSCOT WEALTH MANAGEMENT added	Shares	+483	+$112.8K	$1.1M
33	NorthCrest Asset Manangement, LLC added	Shares	+493	+$112.3K	$504.7K
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+588	+$107.1K	$5.8M
35	HIGHLINE WEALTH PARTNERS LLC added	Shares	+421	+$95.0K	$105.3K
36	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+354	+$87.2K	$2.0M
37	Trinity Legacy Partners, LLC trimmed	Shares	-33	+$85.8K	$2.6M
38	Hennion & Walsh Asset Management, Inc. added	Shares	+335	+$77.0K	$431.8K
39	Brookstone Capital Management added	Shares	+295	+$75.2K	$2.2M
40	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+310	+$71.7K	$531.1K
41	Financial Perspectives, Inc added	Shares	+239	+$67.0K	$3.3M
42	Certified Advisory Corp added	Shares	+226	+$65.1K	$3.6M
43	FIRST FINANCIAL CORP /IN/ added	Shares	+241	+$58.6K	$1.1M
44	QRG CAPITAL MANAGEMENT, INC. added	Shares	+223	+$51.2K	$291.8K
45	Marion Wealth Management added	Shares	+191	+$50.1K	$1.9M
46	B. Riley Wealth Advisors, Inc. added	Shares	+183	+$50.1K	$436.8K
47	D.A. DAVIDSON & CO. added	Shares	+140	+$42.0K	$2.7M
48	Advanced Asset Management Advisors Inc new	Shares	+161	+$36.3K	$36.3K
49	Pines Wealth Management, LLC added	Shares	+142	+$33.7K	$451.4K
50	LifeSteps Financial, Inc. new	Shares	+132	+$29.8K	$29.8K

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