VANGUARD WORLD FD shareholder history

Current and past VANGUARD WORLD FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1510.00%0.00%0.00%Q2 2013Q2 202456
Citadel Advisors 1610.00%0.00%0.01%Q2 2014Q2 202452
BANK OF AMERICA CORP /DE/ 45450.00%0.01%0.02%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.01%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.02%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.01%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 3860.00%0.00%0.03%Q2 2013Q2 202444
LPL Financial LLC 4210.00%0.02%0.06%Q2 2013Q2 202443
ENVESTNET ASSET MANAGEMENT INC 2370.00%0.01%0.04%Q2 2013Q2 202442
UBS Group AG 39390.00%0.01%0.02%Q4 2014Q2 202439
Cambridge Investment Research Advisors, Inc. 3010.00%0.04%0.16%Q4 2014Q2 202434
IFP Advisors, Inc 20130.00%0.30%1.66%Q1 2016Q2 202433
CITIGROUP INC 19140.00%0.00%0.00%Q2 2013Q3 202233
CAPTRUST FINANCIAL ADVISORS 1610.00%0.01%0.04%Q1 2015Q2 202432
Gilman Hill Asset Management, LLC 1310.04%0.25%0.82%Q3 2015Q2 202432
BlackRock Finance, Inc. 31310.00%0.00%0.00%Q4 2015Q2 202331
JPMORGAN CHASE & CO 1310.00%0.00%0.00%Q4 2014Q2 202431
JANE STREET GROUP, LLC 910.00%0.03%0.17%Q3 2014Q1 202431
FMR LLC 1470.00%0.00%0.01%Q2 2016Q2 202431
PNC FINANCIAL SERVICES GROUP, INC. 16140.00%0.00%0.01%Q1 2015Q2 202430
MML INVESTORS SERVICES, LLC 30300.01%0.03%0.11%Q1 2017Q2 202430
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2110.00%0.00%0.01%Q2 2013Q2 202429
GOLDMAN SACHS GROUP INC 1110.00%0.00%0.01%Q4 2014Q2 202427
Geneos Wealth Management Inc. 17100.00%0.01%0.03%Q3 2016Q2 202327
Raymond James Financial Services Advisors, Inc. 1510.00%0.01%0.02%Q1 2016Q2 202427
Forefront Analytics, LLC 27272.15%3.91%7.95%Q4 2017Q2 202427
Janney Montgomery Scott LLC 1410.00%0.04%0.15%Q1 2016Q2 202426
Almanack Investment Partners, LLC. 2330.12%2.48%7.40%Q1 2017Q2 202426
BCWM, LLC 26260.08%0.42%0.93%Q1 2018Q2 202426
Cetera Advisors LLC 2230.01%0.02%0.10%Q1 2016Q4 202325
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2110.00%0.00%0.01%Q1 2015Q2 202424
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.03%Q3 2018Q2 202424
Parallel Advisors, LLC 1680.00%0.00%0.01%Q1 2017Q1 202324
RAYMOND JAMES & ASSOCIATES 2010.00%0.01%0.02%Q3 2017Q2 202423
Baird Financial Group, Inc. 23230.00%0.01%0.02%Q4 2016Q2 202223
HUNTINGTON NATIONAL BANK 2120.00%0.00%0.00%Q3 2018Q2 202423
Cardan Capital Partners, LLC 22220.04%3.45%8.59%Q4 2015Q1 202122
LADENBURG THALMANN FINANCIAL SERVICES INC. 22220.00%0.01%0.02%Q3 2014Q4 201922
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.00%Q4 2014Q2 202422
STIFEL FINANCIAL CORP 1130.00%0.00%0.02%Q3 2014Q2 202422
Beacon Capital Management, Inc. 910.00%2.18%9.21%Q3 2016Q2 202422
Capital Investment Advisory Services, LLC 1310.00%0.04%0.50%Q4 2017Q4 202321
RHS Financial, LLC 1470.17%1.26%3.28%Q1 2019Q2 202421
JAMES INVESTMENT RESEARCH, INC. 1530.00%0.03%0.12%Q3 2015Q2 202221
Ameritas Investment Partners, Inc. 20200.00%0.00%0.00%Q3 2019Q2 202420
Hudock, Inc. 1640.00%0.08%0.22%Q3 2017Q3 202220
AE Wealth Management LLC 1630.01%0.08%0.18%Q3 2019Q2 202419
Cutler Group LLC / CA 710.00%0.03%0.35%Q4 2021Q1 202419
Global Retirement Partners, LLC 19190.00%0.00%0.01%Q4 2019Q2 202419
CWM, LLC 1040.00%0.00%0.00%Q1 2019Q2 202419
WOLVERINE TRADING, LLC 530.00%0.00%0.01%Q1 2022Q2 202419
Advisory Services Network, LLC 810.00%0.05%0.15%Q4 2017Q2 202418
EVOKE WEALTH, LLC 1710.05%0.15%0.28%Q3 2019Q1 202418
WEDBUSH SECURITIES INC 610.01%0.18%0.57%Q2 2013Q2 202418
OSAIC HOLDINGS, INC. 18180.01%0.02%0.07%Q1 2020Q2 202418
Barrett Asset Management, LLC 18180.00%0.00%0.00%Q2 2017Q3 202118
American Portfolios Advisors 1610.00%0.01%0.05%Q4 2017Q3 202217
Voya Financial Advisors, Inc. 17170.04%0.18%0.30%Q1 2016Q1 202017
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 17170.21%1.53%9.57%Q4 2019Q4 202317
HighTower Advisors, LLC 1310.00%0.00%0.01%Q2 2017Q2 202416
Rockefeller Capital Management L.P. 1510.00%0.00%0.02%Q2 2019Q1 202416
NEXT Financial Group, Inc 1210.00%0.07%0.23%Q1 2016Q4 202116
Virtu KCG Holdings LLC 1050.00%0.02%0.10%Q3 2013Q2 201715
HARVARD MANAGEMENT CO INC 1230.15%1.04%4.66%Q2 2015Q4 201915
Accel Wealth Management 15150.01%0.20%0.70%Q4 2020Q2 202415
Advisor Group, Inc. 15150.01%0.03%0.04%Q2 2016Q4 201915
Clear Creek Financial Management, LLC 1310.26%0.73%1.00%Q2 2020Q2 202415
Newbridge Financial Services Group, Inc. 15150.00%0.02%0.12%Q3 2020Q1 202415
MSI Financial Services Inc 15150.00%0.02%0.07%Q2 2013Q4 201615
TECTONIC ADVISORS LLC 15150.08%0.30%0.45%Q4 2020Q2 202415
Sepio Capital, LP 720.02%0.05%0.11%Q2 2020Q1 202414
Madison Asset Management, LLC 14140.03%0.24%0.63%Q1 2021Q2 202414
Belpointe Asset Management LLC 1220.00%0.05%0.21%Q3 2017Q1 202314
Cognios Capital, LLC 14140.16%0.18%0.24%Q3 2015Q4 201814
Steward Partners Investment Advisory, LLC 860.00%0.00%0.01%Q1 2020Q2 202414
Main Street Financial Solutions, LLC 1130.03%0.13%0.40%Q4 2020Q2 202414
Bank of New York Mellon Corp 810.00%0.00%0.00%Q2 2016Q4 202113
Virtu Financial LLC 310.01%0.06%0.13%Q3 2017Q2 202413
Kestra Advisory Services, LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
Spire Wealth Management 13130.00%0.00%0.00%Q1 2021Q1 202413
Financial Gravity Asset Management, Inc. 810.00%0.04%0.09%Q4 2019Q4 202313
HARBOUR INVESTMENTS, INC. 940.00%0.30%0.71%Q1 2021Q2 202413
Orion Portfolio Solutions, LLC 540.00%0.01%0.03%Q4 2019Q2 202413
Proficio Capital Partners LLC 510.02%0.98%2.58%Q4 2015Q3 202113
CIBC WORLD MARKET INC. 610.00%0.01%0.02%Q4 2014Q2 202312
RFG Advisory, LLC 1020.01%0.03%0.04%Q1 2020Q1 202312
Koshinski Asset Management, Inc. 610.00%0.11%0.58%Q3 2019Q2 202412
Private Advisor Group, LLC 610.00%0.02%0.08%Q3 2014Q4 202312
Renaissance Technologies 310.00%0.00%0.00%Q2 2018Q1 202312
Financial Advocates Investment Management 840.03%0.48%1.88%Q2 2019Q2 202312
Bridge Advisory, LLC 12121.13%3.73%5.43%Q1 2021Q4 202312
Ballew Advisors, Inc 1110.52%1.20%2.06%Q3 2020Q2 202412
Founders Financial Alliance, LLC 420.00%0.00%0.00%Q3 2020Q1 202412
FLOW TRADERS U.S. LLC 420.01%0.21%0.74%Q3 2020Q2 202411
BANK OF MONTREAL /CAN/ 1010.00%0.00%0.00%Q3 2021Q2 202411
SINECERA CAPITAL, LLC 11110.47%1.10%1.83%Q4 2021Q2 202411
Venture Visionary Partners LLC 11110.01%0.06%0.15%Q4 2019Q2 202211
TD Waterhouse Canada Inc. 11110.00%0.07%0.13%Q4 2021Q2 202411
FLAGSHIP HARBOR ADVISORS, LLC 11110.06%1.14%3.42%Q2 2019Q4 202111
Newport Capital Group, LLC 910.10%0.37%1.07%Q4 2020Q2 202310
Transamerica Financial Advisors, Inc. 10100.00%0.00%0.01%Q2 2016Q3 201810
Karp Capital Management Corp 821.07%1.79%2.49%Q4 2014Q2 202110
Fermata Advisors, LLC 10101.31%2.33%4.36%Q1 2022Q2 202410
NATIONAL BANK OF CANADA /FI/ 10100.00%0.00%0.00%Q1 2022Q2 202410
Atria Wealth Solutions, Inc. 10100.01%0.07%0.13%Q1 2022Q2 202410
Beacon Capital Management, LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
MEEDER ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q4 2019Q1 202210
Advisory Alpha, LLC 630.22%0.33%0.44%Q1 2018Q2 20209
SG Americas Securities, LLC 990.01%0.03%0.05%Q2 2016Q2 20189
Fort Point Capital Partners LLC 990.03%0.14%0.45%Q2 2022Q2 20249
Alpha Square Group S LLC 990.20%3.17%7.45%Q2 2022Q2 20249
MASSMUTUAL TRUST CO FSB/ADV 990.00%0.00%0.00%Q2 2020Q2 20229
Financial Connections Group, Inc. 710.00%0.01%0.02%Q4 2021Q2 20249
Pension Partners, LLC 314.42%6.06%17.64%Q1 2014Q1 20189
Tower Research Capital LLC (TRC) 210.00%0.00%0.01%Q4 2013Q2 20249
TRUIST FINANCIAL CORP 540.00%0.01%0.02%Q4 2019Q1 20249
Joseph P. Lucia & Associates, LLC 990.01%0.20%0.46%Q2 2020Q2 20229
FIFTH THIRD BANCORP 610.00%0.00%0.00%Q2 2013Q2 20249
HANTZ FINANCIAL SERVICES, INC. 990.00%0.74%1.15%Q2 2022Q2 20249
Cambria Investment Management, L.P. 420.23%0.59%0.89%Q4 2014Q1 20189
Atria Investments, Inc 410.01%0.02%0.05%Q3 2017Q2 20249
Savior LLC 990.00%0.00%0.00%Q4 2019Q4 20219
Sowell Financial Services LLC 710.00%0.04%0.25%Q3 2019Q1 20228
CREDIT SUISSE AG/ 530.00%0.00%0.00%Q2 2020Q4 20228
SIMPLEX TRADING, LLC 710.00%0.00%0.00%Q1 2022Q1 20248
Marshall Financial Group, LLC 710.17%1.72%2.26%Q4 2020Q2 20248
Solstein Capital, LLC 410.04%1.39%3.70%Q4 2018Q3 20218
Fortis Advisors, LLC 620.00%2.31%6.74%Q2 2020Q3 20238
J.P. Morgan Private Wealth Advisors LLC 410.01%0.02%0.03%Q1 2016Q3 20188
Wealthcare Advisory Partners LLC 530.00%0.02%0.03%Q1 2019Q1 20218
CENTAURUS FINANCIAL, INC. 310.03%0.14%0.44%Q4 2017Q4 20238
SUNTRUST BANKS INC 880.00%0.00%0.00%Q4 2017Q3 20198
Affiance Financial, LLC 880.21%0.84%1.90%Q1 2015Q4 20168
Spearhead Capital Advisors, LLC 620.06%0.09%0.13%Q1 2020Q2 20228
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 880.04%0.36%0.89%Q4 2018Q3 20208
First Allied Advisory Services, Inc. 310.00%0.01%0.04%Q4 2014Q3 20208
Capital Analysts, LLC 880.01%0.01%0.02%Q1 2021Q4 20228
Gladstone Institutional Advisory LLC 880.65%0.82%1.09%Q3 2022Q2 20248
Klaas Financial Asset Advisors, LLC 880.01%0.01%0.03%Q4 2020Q3 20228
NORTHERN TRUST CORP 770.00%0.00%0.00%Q4 2022Q2 20247
Whitegate Investment Counselors, Inc. 610.03%0.23%0.47%Q3 2019Q3 20217
Safeguard Investment Advisory Group, LLC 770.16%0.24%0.48%Q4 2020Q2 20227
JNBA Financial Advisors 520.00%0.00%0.00%Q1 2018Q4 20197
Cassaday & Co Wealth Management LLC 770.01%0.04%0.08%Q4 2022Q2 20247
Sigma Planning Corp 410.01%0.05%0.10%Q1 2020Q2 20237
Intrua Financial, LLC 610.06%0.16%0.31%Q2 2020Q3 20227
DRIVE WEALTH MANAGEMENT, LLC 770.18%0.31%0.41%Q4 2022Q2 20247
Qube Research & Technologies Ltd 320.00%0.00%0.01%Q3 2021Q1 20247
AVANTAX ADVISORY SERVICES, INC. 770.00%0.01%0.02%Q4 2022Q2 20247
Trinity Legacy Partners, LLC 430.31%0.52%0.96%Q4 2019Q2 20247
ALTFEST L J & CO INC 310.29%0.70%1.60%Q2 2022Q2 20247
AMERICAN INTERNATIONAL GROUP, INC. 610.00%0.00%0.00%Q2 2013Q1 20167
Barry Investment Advisors, LLC 770.12%4.68%7.96%Q3 2018Q1 20207
Glen Eagle Advisors, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Integrated Wealth Concepts LLC 310.02%1.26%2.62%Q4 2018Q1 20227
Legacy Private Trust Co. 770.48%0.95%1.51%Q4 2022Q2 20247
BTS Asset Management, Inc. 770.01%2.47%12.97%Q2 2019Q4 20207
PRUDENTIAL PLC 660.04%0.16%0.32%Q2 2018Q3 20196
American Trust 660.02%0.04%0.06%Q1 2022Q2 20236
Simplicity Solutions, LLC 310.01%0.02%0.04%Q3 2019Q4 20236
Tranquilli Financial Advisor LLC 310.52%1.04%1.70%Q4 2020Q2 20246
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Leading Edge Financial Planning LLC 660.18%0.20%0.23%Q1 2023Q2 20246
Heartwood Wealth Advisors LLC 420.45%0.86%1.48%Q4 2022Q2 20246
Clarity Financial LLC 510.05%0.08%0.14%Q4 2022Q2 20246
Paragon Advisors, LLC 330.25%1.43%4.22%Q3 2020Q2 20246
SYMONS CAPITAL MANAGEMENT INC 330.12%0.17%0.25%Q2 2019Q4 20206
North Ridge Wealth Advisors, Inc. 666.13%6.62%7.20%Q1 2023Q2 20246
Cetera Investment Advisers 510.00%0.01%0.03%Q4 2019Q1 20246
Cornerstone Management, Inc. 663.03%4.08%5.77%Q4 2016Q1 20186
HARBOR INVESTMENT ADVISORY, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Briaud Financial Planning, Inc 310.05%1.79%3.74%Q4 2021Q2 20246
Ameritas Investment Company, LLC 310.00%0.21%0.77%Q1 2019Q3 20216
Avidian Wealth Enterprises, LLC 660.01%0.02%0.03%Q1 2023Q2 20246
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 550.48%0.54%0.65%Q3 2019Q3 20205
Great Lakes Retirement, Inc. 550.06%0.20%0.31%Q2 2023Q2 20245
Comprehensive Wealth Management, LLC 550.48%0.54%0.60%Q1 2023Q1 20245
Commonwealth Equity Services, Inc 210.00%0.01%0.02%Q2 2013Q3 20165
VANGUARD GROUP INC 210.00%0.00%0.00%Q4 2015Q1 20215
TWO SIGMA SECURITIES, LLC 110.00%0.06%0.25%Q4 2014Q1 20245
OLD NATIONAL BANCORP /IN/ 550.01%0.02%0.02%Q4 2014Q4 20155
WEALTHSOURCE PARTNERS, LLC 310.05%0.07%0.10%Q3 2019Q1 20235
China Universal Asset Management Co., Ltd. 550.00%0.55%1.01%Q2 2023Q2 20245
RiverFront Investment Group, LLC 550.88%1.70%2.09%Q2 2023Q2 20245
Q3 Asset Management 215.45%15.56%24.44%Q1 2020Q4 20225
Ferguson Shapiro LLC 212.91%9.06%16.92%Q4 2019Q4 20225
Ancora Advisors LLC 550.01%0.03%0.07%Q3 2022Q3 20235
Trek Financial, LLC 210.03%0.18%0.57%Q3 2019Q2 20235
HOWE & RUSLING INC 410.00%0.00%0.00%Q1 2018Q2 20245
Creative Planning 210.00%0.00%0.00%Q1 2015Q3 20205
Mariner, LLC 550.00%0.00%0.01%Q2 2023Q2 20245
KESTRA PRIVATE WEALTH SERVICES, LLC 210.01%0.04%0.12%Q3 2020Q4 20235
D.A. DAVIDSON & CO. 550.00%0.00%0.00%Q3 2015Q3 20165
TrueWealth Advisors, LLC 410.67%0.99%1.51%Q4 2020Q2 20225
Cyndeo Wealth Partners, LLC 550.53%0.78%1.47%Q2 2023Q2 20245
AlphaQ Advisors LLC 410.51%1.22%2.98%Q4 2022Q1 20245
IFG Advisory, LLC 550.23%0.25%0.27%Q4 2017Q4 20185
GeoWealth Management, LLC 550.02%0.06%0.11%Q2 2023Q2 20245
Rain Capital Management, LLC 320.01%0.01%0.01%Q4 2022Q2 20245
Johnson & White Wealth Management, LLC 311.82%2.03%2.17%Q3 2022Q1 20245
BNP PARIBAS FINANCIAL MARKETS 410.00%0.00%0.01%Q1 2022Q2 20245
Fluent Financial, LLC 553.58%6.73%10.50%Q2 2023Q2 20245
OPPENHEIMER & CO INC 550.01%0.01%0.02%Q2 2023Q2 20245
Vanguard Capital Wealth Advisors 310.24%0.44%0.73%Q2 2019Q4 20225
Hilltop Holdings Inc. 310.02%0.44%0.94%Q3 2021Q3 20235
Ameritas Advisory Services, LLC 310.01%0.29%0.76%Q4 2021Q2 20245
Patriot Financial Group Insurance Agency, LLC 550.01%0.01%0.02%Q4 2020Q4 20215
Lloyd Advisory Services, LLC. 310.01%0.98%2.73%Q4 2020Q2 20245
GPS Wealth Strategies Group, LLC 550.01%0.01%0.02%Q1 2021Q1 20225
OLIVER LAGORE VANVALIN INVESTMENT GROUP 410.00%0.15%0.74%Q1 2022Q1 20245
MANAGED ACCOUNT ADVISORS LLC 410.00%0.00%0.01%Q4 2013Q2 20155
Capital Wealth Planning, LLC 410.03%0.13%0.29%Q2 2020Q3 20215
Heritage Wealth Partners, LLC 410.38%0.73%1.69%Q4 2022Q1 20245
Source Financial Advisors LLC 550.12%0.22%0.32%Q2 2023Q2 20245
IRON Financial LLC 550.16%0.22%0.26%Q1 2021Q1 20225
Merit Financial Group, LLC 550.01%0.04%0.06%Q2 2023Q2 20245
GUIDANCE CAPITAL, INC 550.09%0.10%0.12%Q2 2023Q2 20245
PFG Advisors 310.03%0.40%0.56%Q1 2023Q2 20244
AMJ Financial Wealth Management 443.76%4.51%5.89%Q2 2023Q1 20244
Samalin Investment Counsel, LLC 310.21%0.48%0.75%Q4 2020Q2 20244
Vontobel Holding Ltd. 440.00%0.00%0.00%Q2 2023Q1 20244
Cetera Advisor Networks LLC 310.00%0.01%0.02%Q2 2020Q4 20234
LEVEL FOUR ADVISORY SERVICES, LLC 310.01%0.23%0.35%Q3 2017Q1 20244
Institute for Wealth Management, LLC. 440.08%0.10%0.13%Q3 2023Q2 20244
Lehman Financial Resources, Inc. 440.00%0.00%0.00%Q4 2012Q3 20134
V Wealth Advisors LLC 220.11%0.39%0.61%Q1 2019Q3 20204
FNY Partners Fund LP 440.01%0.03%0.08%Q2 2017Q1 20184
O'Dell Group, LLC 310.00%0.00%0.00%Q3 2021Q2 20234
AXA S.A. 310.00%0.01%0.01%Q2 2020Q1 20224
Aveo Capital Partners, LLC 440.05%0.08%0.11%Q1 2023Q4 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q2 2023Q1 20244
BENJAMIN F. EDWARDS & COMPANY, INC. 440.01%0.04%0.08%Q2 2014Q1 20154
Beaumont Financial Advisors, LLC 440.02%0.03%0.04%Q3 2023Q2 20244
Bristlecone Advisors, LLC 310.02%0.03%0.04%Q3 2022Q2 20244
SII INVESTMENTS INC/WI 310.02%0.04%0.06%Q1 2016Q1 20174
Ground Swell Capital, LLC 210.20%0.97%2.59%Q2 2014Q1 20244
Walleye Capital LLC 310.00%0.02%0.02%Q1 2022Q3 20234
Brookstone Capital Management 110.00%0.31%1.21%Q3 2016Q1 20234
Bouvel Investment Partners, LLC 441.27%1.54%1.73%Q3 2023Q2 20244
IEQ CAPITAL, LLC 310.00%0.00%0.01%Q1 2022Q2 20244
DFPG INVESTMENTS, LLC 440.08%0.72%1.64%Q1 2023Q4 20234
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.00%0.02%0.03%Q2 2023Q2 20244
Financial Architects, Inc 310.00%0.01%0.02%Q1 2015Q3 20194
Hamilton Wealth, LLC 443.01%4.02%5.10%Q3 2023Q2 20244
RETIREMENT CAPITAL STRATEGIES 110.53%2.04%6.23%Q1 2020Q2 20244
COMERICA BANK 440.00%0.00%0.01%Q3 2023Q2 20244
Fortis Group Advisors, LLC 440.27%1.65%2.62%Q1 2023Q4 20234
Smithfield Trust Co 440.01%0.02%0.04%Q2 2019Q1 20204
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q1 20244
Stratos Wealth Advisors, LLC 440.18%0.44%0.58%Q3 2021Q2 20224
Federation des caisses Desjardins du Quebec 440.00%0.00%0.00%Q3 2023Q2 20244
US BANCORP \DE\ 310.00%0.00%0.00%Q1 2020Q4 20234
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q2 2013Q2 20144
Authentikos Wealth Advisory, LLC 440.22%0.23%0.24%Q2 2023Q1 20244
NewEdge Advisors, LLC 210.00%0.08%0.16%Q1 2020Q4 20224
USAdvisors Wealth Management, LLC 440.25%0.68%0.90%Q1 2020Q4 20204
Allegis Investment Advisors, LLC 310.01%0.12%0.21%Q4 2015Q1 20174
WOODWARD DIVERSIFIED CAPITAL, LLC 210.17%0.30%0.51%Q4 2021Q4 20234
Tidal Investments LLC 110.48%2.85%7.36%Q3 2020Q1 20233
CRITERION CAPITAL ADVISORS, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Darwin Wealth Management, LLC 210.04%0.07%0.09%Q4 2020Q1 20233
Allworth Financial LP 210.00%0.00%0.00%Q3 2020Q1 20223
Pineridge Advisors LLC 330.02%0.02%0.02%Q4 2023Q2 20243
DEUTSCHE BANK AG\ 210.00%0.00%0.00%Q3 2020Q2 20213
HRT FINANCIAL LP 110.00%0.00%0.01%Q2 2023Q2 20243
Land & Buildings Investment Management 330.61%0.67%0.76%Q3 2022Q1 20233
MANCHESTER FINANCIAL INC 330.01%0.01%0.01%Q1 2020Q3 20203
Advisors Preferred, LLC 110.00%0.05%0.14%Q3 2014Q1 20193
UNITED SERVICES AUTOMOBILE ASSOCIATION 330.01%0.01%0.01%Q2 2015Q4 20153
Wagner Wealth Management, LLC 210.03%0.06%0.11%Q4 2021Q3 20223
Clean Yield Group 330.02%0.05%0.10%Q4 2023Q2 20243
Crewe Advisors LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Delta Investment Management, LLC 330.14%0.24%0.40%Q2 2020Q4 20203
EXCHANGE TRADED CONCEPTS, LLC 210.00%0.02%0.04%Q2 2022Q1 20243
Cranberry Lake Advisors LLC 333.60%4.81%6.45%Q1 2016Q3 20163
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Bluefin Trading, LLC 210.02%0.09%0.22%Q2 2013Q1 20143
Clearview Wealth Advisors LLC 330.06%0.13%0.27%Q4 2022Q2 20233
Range Financial Group LLC 330.12%0.20%0.25%Q4 2023Q2 20243
Penserra Capital Management LLC 210.00%0.01%0.01%Q2 2019Q1 20203
FIRST QUADRANT LLC/CA 330.30%0.33%0.35%Q1 2020Q3 20203
OLD MISSION CAPITAL LLC 110.01%0.03%0.06%Q2 2019Q1 20223
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
Patten Group, Inc. 330.01%0.01%0.01%Q4 2015Q2 20163
Sandy Spring Bank 330.00%0.00%0.00%Q3 2022Q1 20233
B.O.S.S. Retirement Advisors, LLC 330.17%0.18%0.20%Q2 2023Q4 20233
Cape Investment Advisory, Inc. 330.01%0.02%0.03%Q4 2023Q2 20243
Apollon Wealth Management, LLC 210.06%0.10%0.13%Q2 2020Q1 20213
FRANKLIN RESOURCES INC 330.00%0.00%0.00%Q3 2020Q1 20213
H&H Retirement Design & Management INC 337.34%7.93%9.03%Q4 2023Q2 20243
VanderPol Investments L.L.C. 331.14%1.63%1.96%Q4 2023Q2 20243
CHOREO, LLC 330.10%0.13%0.15%Q1 2023Q3 20233
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 330.56%0.88%1.12%Q4 2023Q2 20243
Verity Asset Management, Inc. 110.16%0.24%0.29%Q3 2019Q1 20233
Arrowroot Family Office, LLC 210.18%0.19%0.20%Q1 2023Q4 20233
Bleakley Financial Group, LLC 330.02%0.03%0.04%Q4 2023Q2 20243
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.01%0.02%Q2 2019Q4 20213
20/20 Capital Management, Inc. 330.13%0.18%0.25%Q1 2020Q3 20203
Mirae Asset Global Investments Co., Ltd. 210.02%0.09%0.20%Q4 2017Q2 20243
Brown Advisory Securities, LLC 330.12%0.16%0.23%Q1 2014Q3 20143
MARK SHEPTOFF FINANCIAL PLANNING, LLC 330.01%0.01%0.01%Q2 2015Q4 20153
Owen LaRue, LLC 333.44%5.82%7.66%Q4 2023Q2 20243
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210.00%0.00%0.00%Q2 2023Q2 20243
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.91%1.11%1.48%Q1 2015Q3 20153
Pasadena Private Wealth, LLC 210.08%0.65%1.35%Q2 2022Q4 20233
DAVENPORT & Co LLC 110.00%0.02%0.04%Q2 2014Q4 20233
Secure Asset Management, LLC 330.22%0.25%0.27%Q1 2020Q3 20203
Financial Sense Advisors, Inc. 110.14%0.25%0.34%Q2 2016Q2 20183
METROPOLITAN LIFE INSURANCE CO/NY 330.23%0.46%0.90%Q4 2023Q2 20243
Addison Advisors LLC 330.00%0.00%0.00%Q2 2022Q4 20223
BANK OF NOVA SCOTIA 210.00%0.01%0.01%Q3 2019Q2 20203
AlphaStar Capital Management, LLC 210.10%0.13%0.19%Q4 2018Q2 20203
Beaumont Financial Partners, LLC 330.23%0.28%0.34%Q1 2022Q3 20223
Aries Wealth Management 330.31%0.42%0.48%Q1 2023Q3 20233
Running Point Capital Advisors, LLC 330.02%0.02%0.02%Q1 2021Q3 20213
Castle Rock Wealth Management, LLC 330.54%0.75%0.88%Q2 2020Q4 20203
PFS INVESTMENTS INC. 330.01%0.01%0.02%Q4 2020Q2 20213
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 210.00%0.00%0.01%Q4 2013Q3 20153
Envestnet Portfolio Solutions, Inc. 330.00%0.01%0.01%Q4 2023Q2 20243
MetLife Investment Management, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
Andina Capital Management, LLC 332.08%3.14%4.73%Q4 2023Q2 20243
OPTIMUM INVESTMENT ADVISORS 220.01%0.01%0.01%Q1 2018Q2 20182
Realta Investment Advisors 220.03%0.03%0.03%Q2 2023Q3 20232
Mascoma Wealth Management LLC 220.02%0.02%0.02%Q4 2016Q1 20172
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Danda Trouve Investment Management, Inc. 223.22%3.26%3.30%Q1 2022Q2 20222
BRINKER CAPITAL INC 220.11%3.38%6.65%Q4 2014Q1 20152
Dynamic Advisor Solutions LLC 220.03%0.03%0.03%Q1 2024Q2 20242
ROTHSCHILD INVESTMENT LLC 220.00%0.00%0.00%Q1 2024Q2 20242
QS Investors, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
FDx Advisors, Inc. 220.02%0.03%0.03%Q2 2016Q3 20162
Cerity Partners LLC 220.06%0.13%0.21%Q1 2017Q2 20172
Gradient Investments LLC 220.00%0.00%0.00%Q3 2020Q4 20202
INVESTMENT HOUSE LLC 110.03%0.07%0.11%Q3 2022Q1 20242
SYKON CAPITAL LLC 110.96%1.03%1.11%Q3 2023Q2 20242
Peachtree Investment Partners, LLC 110.00%0.06%0.12%Q2 2020Q4 20202
Harvest Portfolios Group Inc. 110.02%0.28%0.55%Q3 2023Q2 20242
SILVERLAKE WEALTH MANAGEMENT LLC 220.16%0.17%0.18%Q2 2022Q3 20222
GTS SECURITIES LLC 220.00%0.01%0.02%Q3 2023Q4 20232
Conrad Siegel Investment Advisors, Inc. 222.09%2.14%2.19%Q1 2024Q2 20242
Worth Asset Management, LLC 220.05%0.09%0.12%Q1 2023Q2 20232
Headlands Technologies LLC 110.00%0.01%0.01%Q2 2023Q4 20232
TTP Investments, Inc. 223.22%3.69%4.16%Q1 2019Q2 20192
TSFG, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
BUCKINGHAM STRATEGIC WEALTH, LLC 220.09%0.11%0.13%Q1 2019Q2 20192
Mid-American Wealth Advisory Group, Inc. 220.24%0.36%0.48%Q1 2024Q2 20242
Foundations Investment Advisors, LLC 220.01%0.04%0.08%Q3 2020Q4 20202
Kovack Advisors, Inc. 220.04%0.05%0.06%Q3 2020Q4 20202
Leeward Financial Partners, LLC 220.16%0.16%0.16%Q4 2022Q1 20232
TD PRIVATE CLIENT WEALTH LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q4 20132
BOKF, NA 220.00%0.01%0.01%Q3 2022Q4 20222
Aspect Partners, LLC 220.14%0.16%0.19%Q4 2023Q1 20242
WESPAC Advisors, LLC 110.82%1.40%1.99%Q1 2019Q1 20232
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
TD Capital Management LLC 220.00%0.00%0.00%Q2 2019Q3 20192
AdvisorNet Financial, Inc 110.00%0.04%0.07%Q3 2019Q3 20202
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q1 2024Q2 20242
WEALTHFRONT Corp 220.00%0.00%0.00%Q2 2015Q3 20152
NEW ENGLAND SECURITIES CORP /MA/ 220.01%0.02%0.03%Q3 2014Q4 20142
Aurora Private Wealth, Inc. 220.13%0.13%0.14%Q3 2021Q4 20212
Knowledge Leaders Capital, LLC 221.47%1.72%1.97%Q3 2016Q4 20162
Freedom Investment Management, Inc. 110.10%0.17%0.24%Q4 2018Q4 20192
IHT Wealth Management, LLC 110.04%0.07%0.10%Q3 2023Q2 20242
Zions Bancorporation, N.A. 110.00%0.01%0.02%Q3 2019Q3 20202
Fingerlakes Wealth Management, Inc. 220.43%0.44%0.46%Q4 2021Q1 20222
AXXCESS WEALTH MANAGEMENT, LLC 110.04%0.05%0.06%Q1 2022Q3 20232
Concert Wealth Management Inc. 220.07%0.09%0.12%Q4 2014Q1 20152
OmniStar Financial Group, Inc. 110.25%0.27%0.28%Q2 2023Q4 20232
Kingsview Wealth Management, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Moors & Cabot, Inc. 220.02%0.02%0.02%Q1 2023Q2 20232
VALICENTI ADVISORY SERVICES INC 220.42%0.44%0.46%Q1 2023Q2 20232
HSBC HOLDINGS PLC 220.00%0.00%0.00%Q4 2019Q1 20202
Pflug Koory, LLC 220.01%0.01%0.01%Q4 2023Q1 20242
OneDigital Investment Advisors LLC 110.06%0.07%0.07%Q1 2018Q4 20202
Deane Retirement Strategies, Inc. 113.23%4.62%6.02%Q1 2020Q3 20202
VSR Financial Services, Inc. 220.43%0.54%0.64%Q1 2014Q2 20142
MAGNOLIA CAPITAL ADVISORS LLC 220.07%0.07%0.08%Q3 2021Q4 20212
NATIXIS 110.03%0.03%0.04%Q1 2019Q4 20212
Sage Advisory Services, Ltd.Co. 220.03%0.03%0.03%Q3 2017Q4 20172
Prospera Financial Services Inc 110.00%0.05%0.09%Q4 2014Q1 20222
K2 PRINCIPAL FUND, L.P. 221.24%1.72%2.20%Q3 2021Q4 20212
Visionary Asset Management, Inc. 110.14%0.61%1.08%Q3 2013Q1 20162
Simplicity Wealth,LLC 220.01%0.02%0.02%Q1 2024Q2 20242
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2023Q2 20242
HCR Wealth Advisors 220.12%0.16%0.19%Q3 2019Q4 20192
HOEY INVESTMENTS, INC 220.01%0.01%0.01%Q4 2019Q1 20202
BOYS ARNOLD & CO INC 110.04%0.04%0.04%Q1 2020Q1 20201
Integrated Investment Consultants, LLC 110.34%0.34%0.34%Q1 2022Q1 20221
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Frontier Asset Management, LLC 110.62%0.62%0.62%Q3 2022Q3 20221
Hershey Financial Advisers, LLC 110.26%0.26%0.26%Q2 2024Q2 20241
Eldridge Investment Advisors, Inc. 110.10%0.10%0.10%Q3 2022Q3 20221
Otter Creek Advisors, LLC 116.83%6.83%6.83%Q2 2021Q2 20211
Ceros Financial Services Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Indiana Trust & Investment Management Co 110.00%0.00%0.00%Q4 2023Q4 20231
Equitable Holdings, Inc. 110.03%0.03%0.03%Q1 2020Q1 20201
Berkshire Money Management, Inc. 110.13%0.13%0.13%Q1 2020Q1 20201
NAPA WEALTH MANAGEMENT 110.54%0.54%0.54%Q2 2024Q2 20241
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2022Q3 20221
Carroll Financial Associates, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
Continuum Advisory, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Ausdal Financial Partners, Inc. 116.22%6.22%6.22%Q3 2023Q3 20231
K.J. Harrison & Partners Inc 110.31%0.31%0.31%Q3 2019Q3 20191
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q2 2022Q2 20221
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Arkadios Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
Aviance Capital Partners, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Sturgeon Ventures LLP 110.03%0.03%0.03%Q3 2020Q3 20201
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q4 2023Q4 20231
WBI INVESTMENTS, LLC 111.27%1.27%1.27%Q1 2020Q1 20201
Pure Financial Advisors, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Elevated Capital Advisors, LLC 110.10%0.10%0.10%Q2 2024Q2 20241
Mutual Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
SkyOak Wealth, LLC 110.19%0.19%0.19%Q1 2020Q1 20201
Ascent Group, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Summit Rock Advisors, LP 115.19%5.19%5.19%Q4 2020Q4 20201
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q1 20181
SouthState Corp 110.00%0.00%0.00%Q1 2023Q1 20231
Kozak & Associates, Inc. 110.01%0.01%0.01%Q1 2024Q1 20241
BAYSHORE ASSET MANAGEMENT, LLC 110.15%0.15%0.15%Q1 2024Q1 20241
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.14%0.14%0.14%Q4 2017Q4 20171
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Blume Capital Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Grant/GrossMendelsohn, LLC 111.20%1.20%1.20%Q4 2023Q4 20231
Greenline Partners, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
VisionPoint Advisory Group, LLC 110.13%0.13%0.13%Q2 2024Q2 20241
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Strategic Financial Services, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.16%0.16%0.16%Q2 2018Q2 20181
RIA Advisory Group LLC 110.14%0.14%0.14%Q4 2023Q4 20231
Sciencast Management LP 110.12%0.12%0.12%Q3 2017Q3 20171
ASSETMARK, INC 110.00%0.00%0.00%Q1 2024Q1 20241
AlphaCore Capital LLC 110.07%0.07%0.07%Q4 2023Q4 20231
Significant Wealth Partners LLC 110.22%0.22%0.22%Q1 2024Q1 20241
PHILADELPHIA TRUST CO 110.22%0.22%0.22%Q1 2022Q1 20221
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
FAIRFIELD, BUSH & CO. 110.01%0.01%0.01%Q2 2022Q2 20221
Legacy Capital Partners, Inc. 110.31%0.31%0.31%Q2 2020Q2 20201
STRATEGY ASSET MANAGERS LLC 110.05%0.05%0.05%Q4 2015Q4 20151
Private Harbour Investment Management & Counsel, LLC 111.80%1.80%1.80%Q2 2016Q2 20161
SAGE PRIVATE WEALTH GROUP, LLC 117.82%7.82%7.82%Q3 2022Q3 20221
E Fund Management (Hong Kong) Co., Ltd. 110.45%0.45%0.45%Q2 2024Q2 20241
Frazier Financial Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
TrueMark Investments, LLC 110.09%0.09%0.09%Q2 2024Q2 20241
Fieldpoint Private Securities, LLC 110.20%0.20%0.20%Q2 2022Q2 20221
TriaGen Wealth Management LLC 110.08%0.08%0.08%Q2 2024Q2 20241
SOCIETE GENERALE 110.04%0.04%0.04%Q2 2016Q2 20161
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
Sage Capital Advisors,llc 110.20%0.20%0.20%Q4 2019Q4 20191
HERITAGE WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
SCOTIA CAPITAL INC. 110.01%0.01%0.01%Q2 2023Q2 20231
Caitlin John, LLC 111.22%1.22%1.22%Q4 2023Q4 20231
STEPHENS INC /AR/ 110.01%0.01%0.01%Q1 2020Q1 20201
CNB Bank 110.00%0.00%0.00%Q2 2021Q2 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tuttle Capital Management, LLC 110.42%0.42%0.42%Q3 2019Q3 20191
Pinkerton Retirement Specialists, LLC 110.58%0.58%0.58%Q2 2020Q2 20201
Sound Income Strategies, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Paradigm Financial Partners, LLC 110.40%0.40%0.40%Q1 2020Q1 20201
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tennessee Valley Asset Management Partners 110.00%0.00%0.00%Q4 2023Q4 20231
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Truepoint, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2024Q2 20241
WESTPORT RESOURCES MANAGEMENT INC 110.04%0.04%0.04%Q1 2016Q1 20161
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
L.M. KOHN & COMPANY 110.29%0.29%0.29%Q1 2022Q1 20221
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2020Q4 20201
DOLIVER ADVISORS, LP 110.13%0.13%0.13%Q4 2018Q4 20181
Centric Wealth Management 110.19%0.19%0.19%Q2 2024Q2 20241
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Placemark Investments, Inc. 110.02%0.02%0.02%Q3 2013Q3 20131
FWL INVESTMENT MANAGEMENT, LLC 110.18%0.18%0.18%Q2 2024Q2 20241
KNIGHT CAPITAL GROUP LLC 110.06%0.06%0.06%Q2 2013Q2 20131
SILVER OAK SECURITIES, INCORPORATED 110.08%0.08%0.08%Q1 2022Q1 20221
Able Wealth Management LLC 110.05%0.05%0.05%Q4 2023Q4 20231
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SMITH SHELLNUT WILSON LLC /ADV 110.00%0.00%0.00%Q2 2020Q2 20201
Oxbow Advisors, LLC 113.07%3.07%3.07%Q2 2024Q2 20241
Lido Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
LaSalle St. Investment Advisors, LLC 110.84%0.84%0.84%Q2 2024Q2 20241
Prime Capital Investment Advisors, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Quadrature Capital Ltd 110.01%0.01%0.01%Q3 2023Q3 20231
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Professional Financial Advisors, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Connectus Wealth, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Bison Wealth, LLC 110.19%0.19%0.19%Q4 2016Q4 20161
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
JOHNSON INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q1 2019Q1 20191
FOUNDERS FINANCIAL SECURITIES LLC 110.16%0.16%0.16%Q1 2020Q1 20201
McIlrath & Eck, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Abound Wealth Management 110.00%0.00%0.00%Q2 2023Q2 20231
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2021Q4 20211
Allianz Asset Management GmbH 110.00%0.00%0.00%Q1 2020Q1 20201
AMG National Trust Bank 110.01%0.01%0.01%Q2 2020Q2 20201
E Fund Management Co., Ltd. 110.04%0.04%0.04%Q2 2024Q2 20241
Crow Point Partners, LLC 110.06%0.06%0.06%Q3 2017Q3 20171
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2021Q2 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
First Heartland Consultants, Inc. 111.03%1.03%1.03%Q4 2014Q4 20141
ORLEANS CAPITAL MANAGEMENT CORP/LA 110.25%0.25%0.25%Q3 2020Q3 20201
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q2 2024Q2 20241
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Raub Brock Capital Management LP 110.14%0.14%0.14%Q2 2023Q2 20231
FIRST AMERICAN TRUST, FSB 110.03%0.03%0.03%Q1 2022Q1 20221
Keel Point, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SageView Advisory Group, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Capital Wealth Alliance, LLC 110.36%0.36%0.36%Q2 2023Q2 20231
GW&K Investment Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
External links

This page lists all the filers that currently own VANGUARD WORLD FD or have owned VANGUARD WORLD FD in the past.