Filing Research | VANGUARD WORLD FD Institutional Holdings

Snapshot holdings

50 / 335 loaded

#		Instrument	quantity
1	Merit Financial Group, LLC	Shares	3.6MSH	$320.2M
2	PETREDIS INVESTMENT ADVISORS LLC	Shares	1.4MSH	$120.6M
3	Falcon Wealth Planning	Shares	1.2MSH	$105.4M
4	Praetorian Wealth Management, Inc.	Shares	855.2KSH	$75.2M
5	Gratus Wealth Advisors, LLC	Shares	817.9KSH	$71.9M
6	Leelyn Smith, LLC	Shares	793.6KSH	$69.8M
7	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	621.9KSH	$54.7M
8	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	602.8KSH	$53.0M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	484.5KSH	$42.5M
10	FC Advisory LLC	Shares	459.0KSH	$40.4M
11	ETF Portfolio Partners, Inc.	Shares	440.0KSH	$38.7M
12	Angeles Investment Advisors, LLC	Shares	371.2KSH	$32.6M
13	Prospera Financial Services Inc	Shares	336.4KSH	$29.6M
14	Clarity Financial LLC	Shares	311.6KSH	$27.4M
15	D.A. DAVIDSON & CO.	Shares	302.2KSH	$26.6M
16	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	284.7KSH	$25.0M
17	SALEM INVESTMENT COUNSELORS INC	Shares	269.2KSH	$23.7M
18	Avior Wealth Management, LLC	Shares	267.5KSH	$23.5M
19	Wheelhouse Advisory Group LLC	Shares	254.6KSH	$22.4M
20	NORTHEAST INVESTMENT MANAGEMENT	Shares	237.1KSH	$20.8M
21	R2 Capital Strategies, LLC	Shares	174.5KSH	$15.3M
22	J.W. COLE ADVISORS, INC.	Shares	160.9KSH	$14.1M
23	Sherman Wealth Management LLC	Shares	159.7KSH	$14.0M
24	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	Shares	152.6KSH	$13.4M
25	INDEPENDENT FINANCIAL GROUP, LLC	Shares	148.9KSH	$13.1M
26	Fingerlakes Wealth Management, Inc.	Shares	145.6KSH	$12.8M
27	Clarus Wealth Advisors	Shares	135.6KSH	$11.9M
28	Capital Planning LLC	Shares	133.7KSH	$11.8M
29	Darwin Wealth Management, LLC	Shares	130.2KSH	$11.4M
30	Apollon Financial, LLC	Shares	124.2KSH	$10.9M
31	Cypress Wealth Services, LLC	Shares	117.7KSH	$10.3M
32	WAYSTONE ADVISORS LLC	Shares	114.7KSH	$10.1M
33	Baring Financial LLC	Shares	110.4KSH	$9.7M
34	Gladwyn Financial Advisors, Inc.	Shares	106.6KSH	$9.4M
35	McClarren Financial Advisors, Inc.	Shares	106.2KSH	$9.3M
36	Royal Fund Management, LLC	Shares	105.0KSH	$9.2M
37	Accredited Investors Inc.	Shares	99.7KSH	$8.8M
38	Alexis Investment Partners, LLC	Shares	97.8KSH	$8.5M
39	Richard P Slaughter Associates Inc	Shares	86.4KSH	$7.6M
40	Brookstone Capital Management	Shares	82.7KSH	$7.3M
41	Farther Finance Advisors, LLC	Shares	73.1KSH	$6.4M
42	Hoffman, Alan N Investment Management	Shares	67.3KSH	$5.9M
43	Fiduciary Alliance LLC	Shares	65.4KSH	$5.8M
44	Tactive Advisors, LLC	Shares	64.5KSH	$5.7M
45	Avidian Wealth Enterprises, LLC	Shares	63.8KSH	$5.6M
46	Sound Income Strategies, LLC	Shares	62.5KSH	$5.5M
47	Stone Wealth Partners	Shares	61.2KSH	$5.4M
48	Spire Wealth Management	Shares	61.2KSH	$5.4M
49	Ifrah Financial Services, Inc.	Shares	60.4KSH	$5.3M
50	DAVENPORT & Co LLC	Shares	59.1KSH	$5.2M

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

50 / 348 loaded

#		Instrument
1	Merit Financial Group, LLC added	Shares	+3.1M	+$120.9M	$320.2M
2	Angeles Investment Advisors, LLC added	Shares	+368.3K	+$31.6M	$32.6M
3	PETREDIS INVESTMENT ADVISORS LLC added	Shares	+1.1M	+$19.5M	$120.6M
4	Falcon Wealth Planning added	Shares	+964.8K	+$19.5M	$105.4M
5	J.W. COLE ADVISORS, INC. new	Shares	+160.9K	+$14.1M	$14.1M
6	Leelyn Smith, LLC added	Shares	+641.6K	+$13.9M	$69.8M
7	Gratus Wealth Advisors, LLC added	Shares	+655.3K	+$12.1M	$71.9M
8	Praetorian Wealth Management, Inc. added	Shares	+686.8K	+$10.6M	$75.2M
9	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+483.7K	+$9.2M	$53.0M
10	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+495.6K	+$8.3M	$54.7M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+390.7K	+$7.9M	$42.5M
12	FC Advisory LLC added	Shares	+365.8K	+$6.1M	$40.4M
13	ETF Portfolio Partners, Inc. added	Shares	+350.7K	+$5.9M	$38.7M
14	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+232.5K	+$5.8M	$25.0M
15	Prospera Financial Services Inc added	Shares	+271.0K	+$5.5M	$29.6M
16	DAVENPORT & Co LLC added	Shares	+58.3K	+$4.9M	$5.2M
17	Clarity Financial LLC added	Shares	+249.0K	+$4.4M	$27.4M
18	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+124.6K	+$4.2M	$13.1M
19	Wheelhouse Advisory Group LLC added	Shares	+204.9K	+$4.1M	$22.4M
20	NORTHEAST INVESTMENT MANAGEMENT added	Shares	+191.4K	+$4.0M	$20.8M
21	SALEM INVESTMENT COUNSELORS INC added	Shares	+215.3K	+$3.9M	$23.7M
22	Avior Wealth Management, LLC added	Shares	+213.3K	+$3.6M	$23.5M
23	MISSION WEALTH MANAGEMENT, LP added	Shares	+45.6K	+$3.0M	$4.3M
24	NEW WAVE WEALTH ADVISORS LLC new	Shares	+33.4K	+$2.9M	$2.9M
25	Farther Finance Advisors, LLC added	Shares	+63.0K	+$2.7M	$6.4M
26	Fingerlakes Wealth Management, Inc. added	Shares	+117.4K	+$2.4M	$12.8M
27	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new	Shares	+26.8K	+$2.4M	$2.4M
28	SUMMITRY LLC new	Shares	+25.3K	+$2.2M	$2.2M
29	Sherman Wealth Management LLC added	Shares	+127.5K	+$2.2M	$14.0M
30	WAYSTONE ADVISORS LLC added	Shares	+93.0K	+$2.1M	$10.1M
31	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV added	Shares	+121.9K	+$2.1M	$13.4M
32	Apollon Financial, LLC added	Shares	+99.6K	+$1.9M	$10.9M
33	Capital Planning LLC added	Shares	+106.7K	+$1.8M	$11.8M
34	Brookstone Capital Management added	Shares	+67.7K	+$1.8M	$7.3M
35	Accredited Investors Inc. added	Shares	+80.2K	+$1.6M	$8.8M
36	Darwin Wealth Management, LLC added	Shares	+103.3K	+$1.6M	$11.4M
37	McClarren Financial Advisors, Inc. added	Shares	+85.0K	+$1.6M	$9.3M
38	Gladwyn Financial Advisors, Inc. added	Shares	+85.2K	+$1.5M	$9.4M
39	Cypress Wealth Services, LLC added	Shares	+93.6K	+$1.5M	$10.3M
40	M3 Advisory Group, LLC added	Shares	+27.4K	+$1.4M	$2.7M
41	Sound Income Strategies, LLC added	Shares	+51.3K	+$1.3M	$5.5M
42	Baring Financial LLC added	Shares	+87.4K	+$1.3M	$9.7M
43	Royal Fund Management, LLC added	Shares	+83.3K	+$1.3M	$9.2M
44	SFM, LLC added	Shares	+17.4K	+$1.2M	$1.6M
45	Hoffman, Alan N Investment Management added	Shares	+54.4K	+$1.2M	$5.9M
46	LANDAAS & CO /WI /ADV added	Shares	+16.3K	+$1.1M	$1.5M
47	Tactive Advisors, LLC added	Shares	+52.2K	+$1.1M	$5.7M
48	Accurate Wealth Management, LLC added	Shares	+45.3K	+$1.1M	$4.9M
49	NORTHBRIDGE FINANCIAL GROUP, LLC added	Shares	+43.1K	+$1.1M	$4.6M
50	Boyce & Associates Wealth Consulting, Inc. new	Shares	+12.3K	+$1.1M	$1.1M

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