Filing Research | VANGUARD WORLD FD Institutional Holdings

Snapshot holdings

50 / 175 loaded

#		Instrument	quantity
1	Auto-Owners Insurance Co	Shares	80.7KSH	$32.0M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	54.2KSH	$21.5M
3	Spire Wealth Management	Shares	36.0KSH	$14.3M
4	TRUST CO OF OKLAHOMA	Shares	31.7KSH	$12.6M
5	Hobart Private Capital, LLC	Shares	30.2KSH	$12.0M
6	MassMutual Private Wealth & Trust, FSB	Shares	28.5KSH	$11.3M
7	Gibraltar Capital Management, Inc.	Shares	25.0KSH	$9.9M
8	SOUTHERN CAPITAL SERVICES INC /ADV	Shares	22.8KSH	$9.1M
9	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	20.4KSH	$8.1M
10	Altura Wealth Advisors Inc.	Shares	19.6KSH	$7.8M
11	Apollon Financial, LLC	Shares	15.7KSH	$6.2M
12	PARK NATIONAL CORP /OH/	Shares	15.0KSH	$6.0M
13	Merit Financial Group, LLC	Shares	12.8KSH	$5.1M
14	Triangle Securities Wealth Management	Shares	12.3KSH	$4.9M
15	PFG Advisors	Shares	10.7KSH	$4.2M
16	Wall Street Financial Group, Inc.	Shares	10.2KSH	$4.0M
17	AdvisorNet Financial, Inc	Shares	10.0KSH	$4.0M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.4KSH	$4.0M
19	Praetorian Wealth Management, Inc.	Shares	8.7KSH	$3.4M
20	Sharper & Granite LLC	Shares	8.5KSH	$3.4M
21	Royal Fund Management, LLC	Shares	7.5KSH	$3.0M
22	AMI INVESTMENT MANAGEMENT INC	Shares	7.4KSH	$2.9M
23	FIRST FINANCIAL CORP /IN/	Shares	7.3KSH	$2.9M
24	Strategic Investment Solutions, Inc. /IL	Shares	7.2KSH	$2.8M
25	Joule Financial, LLC	Shares	6.9KSH	$2.7M
26	JOHNSON INVESTMENT COUNSEL INC	Shares	6.8KSH	$2.7M
27	DAGCO, INC.	Shares	6.7KSH	$2.7M
28	Trinity Legacy Partners, LLC	Shares	6.6KSH	$2.6M
29	Capital Management Associates, Inc	Shares	6.3KSH	$2.5M
30	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	5.1KSH	$2.0M
31	JM2 Capital Inc.	Shares	4.9KSH	$1.9M
32	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	4.7KSH	$1.8M
33	Clarity Wealth Advisors, LLC	Shares	4.6KSH	$1.8M
34	Evanson Financial, LLC	Shares	4.4KSH	$1.7M
35	Brookstone Capital Management	Shares	4.1KSH	$1.6M
36	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.0KSH	$1.6M
37	MISSION WEALTH MANAGEMENT, LP	Shares	3.7KSH	$1.5M
38	Global Financial Private Client, LLC	Shares	3.6KSH	$1.4M
39	CHRISTINE MESSMER PC	Shares	3.5KSH	$1.4M
40	J.W. COLE ADVISORS, INC.	Shares	3.5KSH	$1.4M
41	Prospera Financial Services Inc	Shares	3.4KSH	$1.4M
42	NorthCrest Asset Manangement, LLC	Shares	3.4KSH	$1.4M
43	Olistico Wealth, LLC	Shares	3.4KSH	$1.3M
44	RCW Management, LLC	Shares	3.3KSH	$1.3M
45	Wealthcare Advisory Partners LLC	Shares	3.3KSH	$1.3M
46	KWMG, LLC	Shares	3.2KSH	$1.3M
47	One Charles Private Wealth Services, LLC	Shares	3.1KSH	$1.2M
48	FIFTH THIRD SECURITIES, INC.	Shares	3.0KSH	$1.2M
49	Waldron Private Wealth LLC	Shares	2.8KSH	$1.1M
50	Farther Finance Advisors, LLC	Shares	2.7KSH	$1.1M

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

50 / 182 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+46.1K	+$18.6M	$21.5M
2	AdvisorNet Financial, Inc added	Shares	+9.2K	+$3.7M	$4.0M
3	Hobart Private Capital, LLC added	Shares	+1.3K	+$1.6M	$12.0M
4	Altura Wealth Advisors Inc. added	Shares	+1.7K	+$1.4M	$7.8M
5	SOUTHERN CAPITAL SERVICES INC /ADV added	Shares	+1.0K	+$1.2M	$9.1M
6	Gibraltar Capital Management, Inc. added	Shares	+550	+$1.1M	$9.9M
7	TRUST CO OF OKLAHOMA trimmed	Shares	-551	+$994.4K	$12.6M
8	Spire Wealth Management trimmed	Shares	-1.3K	+$896.1K	$14.3M
9	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-631	+$843.4K	$11.3M
10	Aprio Wealth Management, LLC new	Shares	+1.9K	+$738.2K	$738.2K
11	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.5K	+$689.7K	$1.5M
12	PARK NATIONAL CORP /OH/ added	Shares	+200	+$635.7K	$6.0M
13	FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed	Shares	-363	+$635.1K	$8.1M
14	Triangle Securities Wealth Management added	Shares	+268	+$558.4K	$4.9M
15	Wall Street Financial Group, Inc. added	Shares	+390	+$523.5K	$4.0M
16	Sharper & Granite LLC added	Shares	+528	+$509.3K	$3.4M
17	Apollon Financial, LLC trimmed	Shares	-289	+$486.5K	$6.2M
18	PFG Advisors added	Shares	+167	+$461.3K	$4.2M
19	Capital Management Associates, Inc added	Shares	+574	+$441.1K	$2.5M
20	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+745	+$417.8K	$1.6M
21	NorthCrest Asset Manangement, LLC added	Shares	+742	+$391.9K	$1.4M
22	JOHNSON INVESTMENT COUNSEL INC added	Shares	+338	+$377.6K	$2.7M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+675	+$365.5K	$4.0M
24	Merit Financial Group, LLC trimmed	Shares	-515	+$297.1K	$5.1M
25	Dynamic Advisor Solutions LLC new	Shares	+700	+$277.7K	$277.7K
26	Praetorian Wealth Management, Inc. trimmed	Shares	-13	+$254.9K	$3.4M
27	LVZ, Inc. new	Shares	+538	+$213.4K	$213.4K
28	M.E. ALLISON & CO., INC. new	Shares	+526	+$208.6K	$208.6K
29	Magnus Financial Group LLC new	Shares	+507	+$201.1K	$201.1K
30	NOVEM GROUP added	Shares	+359	+$200.2K	$752.2K
31	DAGCO, INC. trimmed	Shares	-165	+$192.1K	$2.7M
32	Farther Finance Advisors, LLC added	Shares	+253	+$186.4K	$1.1M
33	JM2 Capital Inc. added	Shares	+3	+$184.2K	$1.9M
34	FIRST FINANCIAL CORP /IN/ trimmed	Shares	-259	+$180.5K	$2.9M
35	FIFTH THIRD SECURITIES, INC. added	Shares	+145	+$165.5K	$1.2M
36	One Charles Private Wealth Services, LLC added	Shares	+104	+$153.5K	$1.2M
37	Joule Financial, LLC trimmed	Shares	-308	+$150.0K	$2.7M
38	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+378	+$149.9K	$149.9K
39	Financial Perspectives, Inc added	Shares	+133	+$139.6K	$970.8K
40	Brookstone Capital Management trimmed	Shares	-48	+$137.5K	$1.6M
41	GRIMES & Co WEALTH MANAGEMENT, LLC trimmed	Shares	-173	+$129.3K	$2.0M
42	CHRISTINE MESSMER PC trimmed	Shares	-17	+$127.5K	$1.4M
43	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-159	+$117.8K	$1.8M
44	Global Financial Private Client, LLC trimmed	Shares	-60	+$115.2K	$1.4M
45	Cornerstone Wealth Management, LLC added	Shares	+55	+$112.5K	$977.0K
46	RCW Management, LLC trimmed	Shares	-38	+$111.3K	$1.3M
47	Waldron Private Wealth LLC unchanged	Shares	0	+$105.3K	$1.1M
48	Olistico Wealth, LLC trimmed	Shares	-70	+$102.2K	$1.3M
49	HBW ADVISORY SERVICES LLC added	Shares	+83	+$98.7K	$727.0K
50	CAPITAL ADVISORS INC/OK unchanged	Shares	0	+$97.5K	$1.0M

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