Filing Research | VANGUARD WORLD FD Institutional Holdings

Snapshot holdings

50 / 227 loaded

#		Instrument	quantity
1	CMH Wealth Management LLC	Shares	150.8KSH	$19.8M
2	Cedar Mountain Advisors, LLC	Shares	146.6KSH	$19.3M
3	TRUST CO OF OKLAHOMA	Shares	142.9KSH	$18.8M
4	SEARCY FINANCIAL SERVICES INC /ADV	Shares	114.1KSH	$15.0M
5	MassMutual Private Wealth & Trust, FSB	Shares	108.6KSH	$14.3M
6	Wheelhouse Advisory Group LLC	Shares	88.0KSH	$11.6M
7	Mosley Wealth Management	Shares	80.7KSH	$10.6M
8	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	62.3KSH	$8.2M
9	Gibraltar Capital Management, Inc.	Shares	52.1KSH	$6.9M
10	Annex Advisory Services, LLC	Shares	51.2KSH	$6.7M
11	JOHNSON INVESTMENT COUNSEL INC	Shares	49.3KSH	$6.5M
12	PENOBSCOT WEALTH MANAGEMENT	Shares	48.3KSH	$6.4M
13	Merit Financial Group, LLC	Shares	46.0KSH	$6.1M
14	Wall Street Financial Group, Inc.	Shares	44.9KSH	$5.9M
15	Altura Wealth Advisors Inc.	Shares	44.7KSH	$5.9M
16	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	42.3KSH	$5.6M
17	Silver Coast Investments LLC	Shares	39.6KSH	$5.2M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	53.4KSH	$4.8M
19	Quaker Wealth Management, LLC	Shares	36.6KSH	$4.8M
20	North Forty Two & Co.	Shares	32.7KSH	$4.3M
21	Focus Financial Network, Inc.	Shares	31.8KSH	$4.2M
22	Joule Financial, LLC	Shares	29.3KSH	$3.9M
23	RCW Management, LLC	Shares	28.3KSH	$3.7M
24	City State Bank	Shares	27.6KSH	$3.6M
25	FIRST FINANCIAL CORP /IN/	Shares	27.4KSH	$3.6M
26	Sharper & Granite LLC	Shares	27.3KSH	$3.6M
27	PARK NATIONAL CORP /OH/	Shares	27.3KSH	$3.6M
28	D.A. DAVIDSON & CO.	Shares	25.8KSH	$3.4M
29	Trinity Legacy Partners, LLC	Shares	24.4KSH	$3.4M
30	Royal Fund Management, LLC	Shares	22.8KSH	$3.0M
31	EXCHANGE TRADED CONCEPTS, LLC	Shares	22.8KSH	$3.0M
32	Praetorian Wealth Management, Inc.	Shares	21.9KSH	$2.9M
33	NorthCrest Asset Manangement, LLC	Shares	18.1KSH	$2.5M
34	Cornerstone Wealth Management, LLC	Shares	18.0KSH	$2.4M
35	Farther Finance Advisors, LLC	Shares	17.5KSH	$2.3M
36	MISSION WEALTH MANAGEMENT, LP	Shares	14.5KSH	$1.9M
37	JM2 Capital Inc.	Shares	14.5KSH	$1.9M
38	CWA Asset Management Group, LLC	Shares	13.8KSH	$1.8M
39	FIFTH THIRD SECURITIES, INC.	Shares	13.7KSH	$1.8M
40	Evanson Financial, LLC	Shares	13.3KSH	$1.8M
41	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	12.5KSH	$1.6M
42	J.W. COLE ADVISORS, INC.	Shares	12.5KSH	$1.6M
43	Magnus Financial Group LLC	Shares	12.4KSH	$1.6M
44	HARBOUR INVESTMENT MANAGEMENT LLC	Shares	12.3KSH	$1.6M
45	Capital Management Associates, Inc	Shares	12.3KSH	$1.6M
46	Y-Intercept (Hong Kong) Ltd	Shares	12.2KSH	$1.6M
47	Wealthcare Capital Partners, LLC	Shares	11.6KSH	$1.5M
48	INDEPENDENT FINANCIAL GROUP, LLC	Shares	11.6KSH	$1.5M
49	RBA Wealth Management, LLC	Shares	11.3KSH	$1.5M
50	One Charles Private Wealth Services, LLC	Shares	10.4KSH	$1.4M

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

50 / 234 loaded

#		Instrument
1	Mosley Wealth Management added	Shares	+77.2K	+$10.2M	$10.6M
2	CMH Wealth Management LLC added	Shares	+5.5K	+$2.3M	$19.8M
3	Cedar Mountain Advisors, LLC added	Shares	+1.3K	+$1.7M	$19.3M
4	Wheelhouse Advisory Group LLC added	Shares	+4.3K	+$1.5M	$11.6M
5	TRUST CO OF OKLAHOMA trimmed	Shares	-747	+$1.5M	$18.8M
6	SEARCY FINANCIAL SERVICES INC /ADV trimmed	Shares	-163	+$1.2M	$15.0M
7	Altura Wealth Advisors Inc. added	Shares	+5.0K	+$1.1M	$5.9M
8	FOUNDERS GROVE WEALTH PARTNERS, LLC added	Shares	+3.2K	+$1.1M	$8.2M
9	GRIMES & Co WEALTH MANAGEMENT, LLC new	Shares	+7.6K	+$1.0M	$1.0M
10	Envestnet Portfolio Solutions, Inc. new	Shares	+7.2K	+$953.0K	$953.0K
11	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-2.3K	+$893.3K	$14.3M
12	NorthCrest Asset Manangement, LLC added	Shares	+4.4K	+$795.5K	$2.5M
13	JOHNSON INVESTMENT COUNSEL INC added	Shares	+1.7K	+$741.1K	$6.5M
14	Gibraltar Capital Management, Inc. added	Shares	+1.4K	+$737.8K	$6.9M
15	Wall Street Financial Group, Inc. added	Shares	+1.3K	+$645.7K	$5.9M
16	PENOBSCOT WEALTH MANAGEMENT added	Shares	+1.0K	+$644.1K	$6.4M
17	CWA Asset Management Group, LLC added	Shares	+4.1K	+$641.2K	$1.8M
18	MISSION WEALTH MANAGEMENT, LP added	Shares	+3.7K	+$598.6K	$1.9M
19	Silver Coast Investments LLC added	Shares	+824	+$526.8K	$5.2M
20	Quaker Wealth Management, LLC added	Shares	+1.1K	+$522.4K	$4.8M
21	Y-Intercept (Hong Kong) Ltd added	Shares	+3.1K	+$505.6K	$1.6M
22	Annex Advisory Services, LLC trimmed	Shares	-446	+$498.6K	$6.7M
23	Merit Financial Group, LLC trimmed	Shares	-85	+$486.2K	$6.1M
24	Royal Fund Management, LLC added	Shares	+1.9K	+$473.2K	$3.0M
25	SWMG, LLC new	Shares	+3.3K	+$456.2K	$456.2K
26	Farther Finance Advisors, LLC added	Shares	+2.2K	+$448.9K	$2.3M
27	Focus Financial Network, Inc. added	Shares	+787	+$438.4K	$4.2M
28	Sharper & Granite LLC added	Shares	+945	+$408.6K	$3.6M
29	D.A. DAVIDSON & CO. added	Shares	+631	+$355.0K	$3.4M
30	North Forty Two & Co. unchanged	Shares	0	+$352.9K	$4.3M
31	RCW Management, LLC added	Shares	+87	+$315.9K	$3.7M
32	Value Investment Professionals, LLC new	Shares	+2.4K	+$309.3K	$309.3K
33	Procyon Advisors, LLC new	Shares	+2.3K	+$304.7K	$304.7K
34	Financial & Tax Architects, LLC new	Shares	+2.3K	+$300.2K	$300.2K
35	Strategic Investment Solutions, Inc. /IL added	Shares	+1.8K	+$291.4K	$854.1K
36	Capital Management Associates, Inc added	Shares	+1.3K	+$290.9K	$1.6M
37	City State Bank trimmed	Shares	-95	+$286.6K	$3.6M
38	Trinity Legacy Partners, LLC trimmed	Shares	-253	+$261.1K	$3.4M
39	Cornerstone Wealth Management, LLC added	Shares	+501	+$254.5K	$2.4M
40	Apollon Wealth Management, LLC added	Shares	+1.7K	+$253.8K	$650.4K
41	ASPIRIANT, LLC new	Shares	+1.8K	+$241.2K	$241.2K
42	PARK NATIONAL CORP /OH/ trimmed	Shares	-456	+$239.3K	$3.6M
43	FIRST FINANCIAL CORP /IN/ trimmed	Shares	-467	+$238.8K	$3.6M
44	Independent Wealth Network Inc. new	Shares	+1.7K	+$221.4K	$221.4K
45	Wealth Architects, LLC new	Shares	+1.6K	+$213.8K	$213.8K
46	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-274	+$213.1K	$3.0M
47	Global Financial Private Client, LLC new	Shares	+1.6K	+$208.6K	$208.6K
48	NWAM LLC new	Shares	+1.6K	+$206.9K	$206.9K
49	Dynamic Advisor Solutions LLC new	Shares	+1.6K	+$206.3K	$206.3K
50	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$204.7K	$5.6M

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