Filing Research | VANGUARD WORLD FD Institutional Holdings

Snapshot holdings

50 / 179 loaded

#		Instrument	quantity
1	Cadent Capital Advisors, LLC	Shares	51.3KSH	$18.5M
2	Capital Advantage, Inc.	Shares	51.0KSH	$18.4M
3	MinichMacGregor Wealth Management, LLC	Shares	44.1KSH	$15.9M
4	J.W. COLE ADVISORS, INC.	Shares	38.2KSH	$13.8M
5	Trinity Legacy Partners, LLC	Shares	37.7KSH	$13.1M
6	MassMutual Private Wealth & Trust, FSB	Shares	31.9KSH	$11.5M
7	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	23.1KSH	$8.3M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	31.5KSH	$8.3M
9	FINANCIAL ADVISORY PARTNERS, LLC	Shares	18.3KSH	$6.6M
10	Sharper & Granite LLC	Shares	17.7KSH	$6.4M
11	Maltin Wealth Management, Inc.	Shares	16.7KSH	$6.0M
12	Mosley Wealth Management	Shares	16.4KSH	$5.9M
13	Quaker Wealth Management, LLC	Shares	15.9KSH	$5.7M
14	Altura Wealth Advisors Inc.	Shares	15.8KSH	$5.7M
15	Crown Wealth Group, LLC	Shares	15.1KSH	$5.4M
16	JOHNSON INVESTMENT COUNSEL INC	Shares	14.0KSH	$5.0M
17	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	12.0KSH	$4.3M
18	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	11.8KSH	$4.3M
19	EXCHANGE TRADED CONCEPTS, LLC	Shares	11.5KSH	$4.1M
20	Joule Financial, LLC	Shares	11.0KSH	$4.0M
21	B. Riley Wealth Advisors, Inc.	Shares	10.2KSH	$3.6M
22	Smith Asset Management Co., LLC	Shares	10.0KSH	$3.6M
23	Prospera Financial Services Inc	Shares	9.9KSH	$3.6M
24	SHEETS SMITH WEALTH MANAGEMENT	Shares	9.8KSH	$3.5M
25	Wealthcare Advisory Partners LLC	Shares	9.7KSH	$3.5M
26	PARK NATIONAL CORP /OH/	Shares	9.6KSH	$3.5M
27	INDEPENDENT FINANCIAL GROUP, LLC	Shares	9.6KSH	$3.5M
28	Royal Fund Management, LLC	Shares	9.5KSH	$3.4M
29	Praetorian Wealth Management, Inc.	Shares	9.5KSH	$3.4M
30	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	9.4KSH	$3.4M
31	Gibraltar Capital Management, Inc.	Shares	9.2KSH	$3.3M
32	Ledyard National Bank	Shares	8.8KSH	$3.2M
33	Calder Financial LLC	Shares	8.3KSH	$3.0M
34	FIRST FINANCIAL CORP /IN/	Shares	8.2KSH	$2.9M
35	NorthCrest Asset Manangement, LLC	Shares	7.9KSH	$2.8M
36	Apollon Financial, LLC	Shares	7.5KSH	$2.7M
37	RCW Management, LLC	Shares	7.3KSH	$2.6M
38	Capital Management Associates, Inc	Shares	7.2KSH	$2.6M
39	D.A. DAVIDSON & CO.	Shares	6.1KSH	$2.2M
40	SONATA CAPITAL GROUP INC	Shares	5.6KSH	$2.0M
41	One Charles Private Wealth Services, LLC	Shares	5.3KSH	$1.9M
42	CAPITAL ADVISORS INC/OK	Shares	4.7KSH	$1.7M
43	Waldron Private Wealth LLC	Shares	4.6KSH	$1.7M
44	VAQUERO PRIVATE WEALTH, LTD	Shares	4.0KSH	$1.4M
45	Farther Finance Advisors, LLC	Shares	4.0KSH	$1.4M
46	Focus Financial Network, Inc.	Shares	3.9KSH	$1.4M
47	Merit Financial Group, LLC	Shares	3.8KSH	$1.4M
48	CHATHAM CAPITAL GROUP, INC.	Shares	3.7KSH	$1.3M
49	RBA Wealth Management, LLC	Shares	3.4KSH	$1.2M
50	City State Bank	Shares	3.4KSH	$1.2M

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

50 / 190 loaded

#		Instrument
1	Mosley Wealth Management added	Shares	+15.7K	+$5.7M	$5.9M
2	Cadent Capital Advisors, LLC added	Shares	+1.7K	+$3.0M	$18.5M
3	Capital Advantage, Inc. trimmed	Shares	-520	+$2.3M	$18.4M
4	MinichMacGregor Wealth Management, LLC trimmed	Shares	-151	+$2.1M	$15.9M
5	J.W. COLE ADVISORS, INC. added	Shares	+581	+$2.0M	$13.8M
6	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-173	+$1.5M	$11.5M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.8K	+$1.4M	$8.3M
8	Crown Wealth Group, LLC added	Shares	+1.8K	+$1.3M	$5.4M
9	Smith Asset Management Co., LLC added	Shares	+2.0K	+$1.1M	$3.6M
10	FINANCIAL ADVISORY PARTNERS, LLC added	Shares	+562	+$1.1M	$6.6M
11	Altura Wealth Advisors Inc. added	Shares	+531	+$929.0K	$5.7M
12	B. Riley Wealth Advisors, Inc. added	Shares	+1.3K	+$926.7K	$3.6M
13	FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed	Shares	-680	+$902.4K	$8.3M
14	NorthCrest Asset Manangement, LLC added	Shares	+1.8K	+$834.3K	$2.8M
15	Wealthcare Advisory Partners LLC added	Shares	+1.1K	+$822.2K	$3.5M
16	Quaker Wealth Management, LLC added	Shares	+8	+$769.0K	$5.7M
17	Lauer Wealth, LLC new	Shares	+2.2K	+$761.0K	$761.0K
18	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+728	+$689.5K	$3.5M
19	Maltin Wealth Management, Inc. trimmed	Shares	-429	+$668.3K	$6.0M
20	Royal Fund Management, LLC added	Shares	+635	+$639.3K	$3.4M
21	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-168	+$621.4K	$5.0M
22	Prospera Financial Services Inc added	Shares	+280	+$563.4K	$3.6M
23	Capital Management Associates, Inc added	Shares	+643	+$548.2K	$2.6M
24	Joule Financial, LLC trimmed	Shares	-112	+$495.0K	$4.0M
25	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-60	+$452.4K	$3.5M
26	Apollon Financial, LLC added	Shares	+282	+$448.2K	$2.7M
27	BRANDYWINE OAK PRIVATE WEALTH LLC trimmed	Shares	-16	+$445.3K	$3.4M
28	Wealth Enhancement Trust Services, Inc. added	Shares	+851	+$415.0K	$1.1M
29	PARK NATIONAL CORP /OH/ trimmed	Shares	-203	+$398.9K	$3.5M
30	Gibraltar Capital Management, Inc. trimmed	Shares	-200	+$382.1K	$3.3M
31	MISSION WEALTH MANAGEMENT, LP added	Shares	+706	+$354.4K	$1.0M
32	RCW Management, LLC added	Shares	+5	+$352.8K	$2.6M
33	Farther Finance Advisors, LLC added	Shares	+575	+$352.6K	$1.4M
34	Sharper & Granite LLC trimmed	Shares	-1.6K	+$351.3K	$6.4M
35	Ledyard National Bank trimmed	Shares	-254	+$344.3K	$3.2M
36	Ridgeline Wealth, LLC new	Shares	+928	+$334.4K	$334.4K
37	FIRST FINANCIAL CORP /IN/ trimmed	Shares	-198	+$331.7K	$2.9M
38	Dynamic Advisor Solutions LLC new	Shares	+894	+$322.3K	$322.3K
39	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$321.1K	$4.3M
40	GRIMES & Co WEALTH MANAGEMENT, LLC trimmed	Shares	-825	+$312.6K	$4.3M
41	NOVEM GROUP added	Shares	+563	+$280.9K	$784.7K
42	Praetorian Wealth Management, Inc. trimmed	Shares	-60	+$271.0K	$3.4M
43	One Charles Private Wealth Services, LLC trimmed	Shares	-10	+$254.2K	$1.9M
44	Waldron Private Wealth LLC added	Shares	+95	+$251.6K	$1.7M
45	4WEALTH ADVISORS, INC. new	Shares	+646	+$229.6K	$229.6K
46	CENTRAL VALLEY ADVISORS, LLC new	Shares	+630	+$227.0K	$227.0K
47	CAPITAL ADVISORS INC/OK unchanged	Shares	0	+$226.0K	$1.7M
48	Tiller Private Wealth, Inc. new	Shares	+625	+$225.2K	$225.2K
49	TrustWell Financial Advisors, LLC new	Shares	+625	+$225.2K	$225.2K
50	CHEMUNG CANAL TRUST CO new	Shares	+618	+$222.7K	$222.7K

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