VANGUARD WORLD FD shareholder history

Current and past VANGUARD WORLD FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 21210.00%0.00%0.01%Q3 2018Q3 202321
MORGAN STANLEY 21210.00%0.00%0.01%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
RAYMOND JAMES & ASSOCIATES 20200.00%0.00%0.01%Q4 2018Q3 202320
Boston Standard Wealth Management, LLC 20200.37%0.53%0.66%Q1 2019Q4 202320
Bartlett & Co. LLC 1640.01%0.01%0.02%Q4 2018Q4 202320
Human Investing LLC 20200.41%0.74%0.95%Q4 2018Q3 202320
VANGUARD GROUP INC 20200.00%0.01%0.01%Q4 2018Q3 202320
BANK OF AMERICA CORP /DE/ 20200.00%0.00%0.00%Q4 2018Q3 202320
OGOREK ANTHONY JOSEPH /NY/ /ADV 20200.04%3.09%6.28%Q4 2018Q3 202320
GOULD ASSET MANAGEMENT LLC /CA/ 20200.19%0.30%0.44%Q4 2018Q3 202320
FLOW TRADERS U.S. LLC 840.08%0.72%3.26%Q3 2018Q3 202319
COMMONWEALTH EQUITY SERVICES, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
MML INVESTORS SERVICES, LLC 1360.00%0.01%0.03%Q4 2018Q3 202319
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 19190.04%0.12%0.23%Q1 2019Q3 202319
PNC FINANCIAL SERVICES GROUP, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q1 2019Q3 202319
UBS Group AG 19190.00%0.01%0.01%Q1 2019Q3 202319
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1720.12%0.41%0.68%Q4 2018Q3 202319
LAKE STREET ADVISORS GROUP, LLC 1080.04%0.25%0.55%Q1 2019Q3 202318
JANE STREET GROUP, LLC 1210.00%0.00%0.02%Q3 2018Q3 202318
Caprock Group, LLC 1260.02%0.08%0.12%Q4 2018Q3 202318
Creative Planning 18180.00%0.06%0.08%Q2 2019Q3 202318
Financial Architects, Inc 1440.01%0.18%0.32%Q4 2018Q2 202318
Ameritas Investment Partners, Inc. 18180.00%0.02%0.02%Q2 2019Q3 202318
NORTHERN TRUST CORP 18180.00%0.00%0.00%Q2 2019Q3 202318
Merriman Wealth Management, LLC 18180.04%0.35%0.74%Q2 2019Q3 202318
Hanson & Doremus Investment Management 18180.02%0.92%2.00%Q2 2019Q3 202318
SCS Capital Management LLC 18180.10%0.32%0.47%Q2 2019Q3 202318
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
EQUITABLE TRUST CO 1210.02%0.06%0.13%Q4 2018Q2 202317
Geneos Wealth Management Inc. 17170.01%0.01%0.02%Q3 2019Q3 202317
White Lighthouse Investment Management Inc. 17170.08%0.64%0.90%Q3 2019Q3 202317
JNBA Financial Advisors 17170.01%0.07%0.14%Q3 2019Q3 202317
WEBSTER BANK, N. A. 17170.05%0.05%0.05%Q3 2019Q3 202317
Orgel Wealth Management, LLC 17170.14%1.32%3.70%Q3 2019Q3 202317
Raymond James Financial Services Advisors, Inc. 17170.00%0.00%0.01%Q3 2019Q3 202317
Diversified Portfolios, Inc. 17171.10%1.60%2.12%Q3 2019Q3 202317
Sageworth Trust Co 17170.01%0.05%0.12%Q3 2019Q3 202317
McCarthy Grittinger Financial Group, LLC 17170.07%0.12%0.18%Q3 2019Q3 202317
Cambridge Investment Research Advisors, Inc. 16160.00%0.01%0.01%Q4 2019Q3 202316
Hardy Reed LLC 16160.08%0.14%0.17%Q4 2019Q3 202316
Smithfield Trust Co 16160.01%0.01%0.03%Q4 2019Q3 202316
CWM, LLC 1030.00%0.00%0.00%Q1 2019Q3 202316
Advisory Services Network, LLC 16160.00%0.11%0.16%Q4 2019Q3 202316
Monterey Private Wealth, Inc. 16160.20%0.53%0.68%Q4 2019Q3 202316
Stewardship Advisors, LLC 16160.69%2.03%3.81%Q4 2019Q3 202316
Crewe Advisors LLC 16160.82%3.44%7.17%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.04%0.06%0.12%Q4 2019Q3 202316
HighTower Advisors, LLC 1150.00%0.00%0.01%Q3 2019Q3 202316
Ellevest, Inc. 16160.00%0.03%0.14%Q2 2019Q1 202316
AMERIPRISE FINANCIAL INC 15150.00%0.00%0.00%Q1 2020Q3 202315
Baird Financial Group, Inc. 15150.00%0.02%0.03%Q1 2020Q3 202315
One Day In July LLC 15150.10%0.23%0.50%Q1 2020Q3 202315
Roble, Belko & Company, Inc 15150.01%0.01%0.03%Q1 2020Q3 202315
TWIN FOCUS CAPITAL PARTNERS, LLC 15150.07%0.10%0.12%Q1 2020Q3 202315
RETIREMENT CAPITAL STRATEGIES 15150.33%0.72%1.35%Q4 2018Q2 202215
BANK OF MONTREAL /CAN/ 1320.00%0.00%0.00%Q4 2019Q3 202315
J.P. Morgan Private Wealth Advisors LLC 1410.00%0.00%0.01%Q4 2019Q3 202315
Global Strategic Investment Solutions, LLC 15150.05%0.13%0.18%Q1 2020Q3 202315
FIDUCIARY TRUST CO 15150.06%0.10%0.22%Q1 2020Q3 202315
NOTTINGHAM ADVISORS, INC. 15150.04%0.08%0.11%Q1 2020Q3 202315
Garde Capital, Inc. 15150.24%0.30%0.42%Q1 2020Q3 202315
Tortoise Investment Management, LLC 15150.01%0.03%0.07%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Cetera Advisor Networks LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
BLUESTEM FINANCIAL ADVISORS, LLC 14140.27%1.12%1.63%Q2 2020Q3 202314
Beacon Pointe Advisors, LLC 14140.03%0.07%0.15%Q2 2020Q3 202314
SPINNAKER TRUST 14140.84%0.97%1.14%Q2 2020Q3 202314
AMG National Trust Bank 14140.01%0.09%0.14%Q2 2020Q3 202314
Rothschild & Co Wealth Management UK Ltd 14140.00%0.01%0.01%Q2 2020Q3 202314
LexAurum Advisors, LLC 14140.08%0.10%0.12%Q2 2020Q3 202314
MBE Wealth Management, LLC 14140.36%0.52%0.68%Q2 2020Q3 202314
WEALTHCARE CAPITAL MANAGEMENT LLC 1220.00%0.04%0.06%Q4 2019Q3 202314
Haverford Trust Co 14140.01%0.02%0.02%Q2 2020Q3 202314
Affinity Capital Advisors, LLC 1040.08%0.12%0.18%Q1 2020Q3 202314
Steward Partners Investment Advisory, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
CUTLER INVESTMENT COUNSEL LLC 14140.04%0.05%0.07%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 14140.00%0.00%0.00%Q3 2019Q4 202214
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Linscomb & Williams, Inc. 1210.01%0.01%0.02%Q4 2019Q3 202313
CPWM, LLC 1030.13%0.19%0.24%Q4 2018Q2 202213
Ledyard National Bank 13130.10%0.18%0.32%Q3 2020Q3 202313
RFG Advisory, LLC 13130.04%0.05%0.08%Q3 2020Q3 202313
Baldrige Asset Management LLC 850.20%0.27%0.34%Q4 2019Q1 202313
Dynamic Advisor Solutions LLC 13130.03%0.07%0.12%Q3 2020Q3 202313
Larson Financial Group LLC 13130.03%0.08%0.14%Q3 2020Q3 202313
Corrigan Financial, Inc. 13130.10%0.20%0.26%Q3 2020Q3 202313
FMR LLC 1110.00%0.00%0.00%Q1 2019Q3 202313
Valeo Financial Advisors, LLC 940.01%0.01%0.01%Q1 2019Q3 202313
Apella Capital, LLC 1030.18%0.44%0.56%Q3 2020Q4 202313
PRIO WEALTH LIMITED PARTNERSHIP 1030.01%0.01%0.02%Q2 2020Q3 202313
AdvisorNet Financial, Inc 13130.00%0.01%0.02%Q3 2020Q3 202313
Autus Asset Management, LLC 13130.03%0.09%0.13%Q4 2019Q4 202213
SENTINEL TRUST CO LBA 13130.06%0.10%0.15%Q3 2020Q3 202313
MARSHALL FINANCIAL GROUP INC /ADV 13130.14%0.25%0.38%Q3 2020Q3 202313
D.A. DAVIDSON & CO. 13130.00%0.01%0.01%Q3 2020Q3 202313
FINANCIAL COUNSELORS INC 12120.01%0.01%0.01%Q4 2020Q3 202312
Column Capital Advisors, LLC 12120.04%0.06%0.08%Q4 2020Q3 202312
Brickley Wealth Management 12120.07%0.09%0.11%Q4 2020Q3 202312
BerganKDV Wealth Management, LLC 12120.00%0.11%0.21%Q3 2020Q2 202312
ST GERMAIN D J CO INC 930.03%0.10%0.30%Q4 2020Q4 202312
Resonant Capital Advisors, LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
GenTrust, LLC 930.02%0.03%0.04%Q2 2019Q2 202212
Optas, LLC 12120.08%0.52%0.92%Q4 2020Q3 202312
LPL Financial LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Laurel Wealth Planning LLC 12120.17%1.07%2.67%Q4 2020Q3 202312
Wells Financial Advisors INC 12120.00%0.01%0.02%Q4 2020Q3 202312
MERCER GLOBAL ADVISORS INC /ADV 12120.00%0.00%0.01%Q4 2020Q3 202312
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 840.01%0.02%0.02%Q3 2020Q3 202312
Laird Norton Wetherby Wealth Management, LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.27%0.31%0.38%Q4 2020Q3 202312
Platt Investment Counsel, LLC 121212.59%20.20%25.44%Q4 2020Q3 202312
TIEDEMANN ADVISORS, LLC 720.02%0.03%0.08%Q4 2019Q3 202312
Charter Oak Capital Management, LLC 12120.41%0.80%0.93%Q4 2020Q3 202312
BUCKINGHAM STRATEGIC WEALTH, LLC 12120.01%0.03%0.16%Q4 2020Q3 202312
Veritable, L.P. 12120.01%0.03%0.18%Q3 2020Q2 202312
Boston Trust Walden Corp 12120.05%0.08%0.11%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 11110.15%0.25%0.37%Q4 2020Q2 202311
TRUIST FINANCIAL CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
Sargent Bickham Lagudis LLC 11110.00%0.00%0.01%Q2 2020Q4 202211
GOLDMAN SACHS GROUP INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Cetera Investment Advisers 650.01%0.01%0.02%Q3 2020Q2 202311
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
American Portfolios Advisors 11110.00%0.00%0.01%Q1 2020Q3 202211
HALBERT HARGROVE GLOBAL ADVISORS, LLC 11110.02%0.03%0.06%Q1 2020Q3 202211
Foster Group, Inc. 11110.02%0.02%0.04%Q1 2021Q3 202311
Vista Private Wealth Partners. LLC 1010.12%0.14%0.18%Q4 2020Q3 202311
Newton One Investments LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Addison Advisors LLC 1010.75%1.11%1.52%Q4 2020Q3 202311
Ellis Investment Partners, LLC 11110.01%0.01%0.01%Q1 2020Q3 202211
HUNTINGTON NATIONAL BANK 11110.00%0.00%0.00%Q1 2021Q3 202311
McClarren Financial Advisors, Inc. 650.48%0.56%0.66%Q4 2020Q3 202311
AllSquare Wealth Management LLC 11110.04%0.05%0.06%Q1 2021Q3 202311
MACROVIEW INVESTMENT MANAGEMENT LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Parcion Private Wealth LLC 10100.02%0.32%0.58%Q1 2020Q2 202210
Refined Wealth Management 10103.70%8.49%11.91%Q2 2021Q3 202310
EP Wealth Advisors, LLC 510.00%0.03%0.06%Q1 2020Q3 202310
Ameraudi Asset Management, Inc. 910.09%0.13%0.19%Q4 2019Q2 202210
Citadel Advisors 410.00%0.00%0.00%Q2 2020Q3 202310
HARBOR INVESTMENT ADVISORY, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
SUSQUEHANNA INTERNATIONAL GROUP, LLP 420.00%0.00%0.01%Q2 2020Q3 202310
FIRST UNITED BANK & TRUST 10100.25%0.41%0.64%Q2 2021Q3 202310
Betterment LLC 10100.00%0.03%0.07%Q2 2021Q3 202310
VALLEY NATIONAL ADVISERS INC 10100.00%0.01%0.01%Q2 2021Q3 202310
Kistler-Tiffany Companies, LLC 910.01%0.02%0.05%Q1 2019Q2 202310
OLD MISSION CAPITAL LLC 730.01%0.08%0.18%Q1 2021Q3 202310
APPLETON PARTNERS INC/MA 10100.02%0.02%0.03%Q3 2021Q4 202310
Facet Wealth, Inc. 10100.31%0.52%0.63%Q2 2021Q3 202310
Tradition Wealth Management, LLC 10100.01%0.06%0.08%Q2 2021Q3 202310
TCI Wealth Advisors, Inc. 10100.01%0.01%0.02%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.00%0.02%0.04%Q1 2021Q3 202310
Hall Kathryn A. 990.68%0.84%0.96%Q3 2021Q3 20239
People's United Financial, Inc. 990.01%0.05%0.11%Q1 2020Q1 20229
Annapolis Financial Services, LLC 720.02%0.25%0.76%Q2 2021Q3 20239
Well Done, LLC 810.05%0.09%0.12%Q2 2020Q3 20239
CAPTRUST FINANCIAL ADVISORS 990.00%0.00%0.01%Q3 2021Q3 20239
Elmwood Wealth Management, Inc. 410.03%0.06%0.09%Q4 2018Q4 20219
Cedar Brook Financial Partners, LLC 990.06%0.09%0.13%Q1 2020Q1 20229
Wealthfront Advisers LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Maryland Capital Management 990.02%0.05%0.06%Q3 2020Q3 20229
LEO BROKERAGE, LLC 524.45%6.13%7.60%Q3 2020Q2 20239
CITIGROUP INC 540.00%0.00%0.00%Q1 2021Q3 20239
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 990.04%0.05%0.07%Q3 2021Q3 20239
CHERRYDALE WEALTH MANAGEMENT, LLC 990.22%0.40%0.48%Q4 2021Q4 20239
McIlrath & Eck, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Brio Consultants, LLC 990.05%0.09%0.10%Q2 2020Q2 20229
M Financial Asset Management, Inc. 880.05%0.07%0.10%Q2 2021Q1 20238
LIBRA WEALTH LLC 880.05%1.60%4.86%Q4 2021Q3 20238
Round Rock Advisors, LLC 880.11%0.12%0.13%Q4 2021Q3 20238
Perigon Wealth Management, LLC 710.02%0.03%0.04%Q3 2011Q3 20238
KilterHowling LLC 880.26%0.30%0.38%Q4 2021Q3 20238
DAVIS R M INC 880.01%0.03%0.04%Q4 2021Q3 20238
CGN Advisors LLC 880.16%0.23%0.35%Q1 2022Q4 20238
RWA WEALTH PARTNERS, LLC 880.01%0.15%0.42%Q4 2021Q3 20238
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
Pure Financial Advisors, LLC 880.01%0.02%0.03%Q1 2022Q4 20238
Operose Advisors LLC 880.24%0.49%0.89%Q4 2021Q3 20238
CBIZ Investment Advisory Services, LLC 530.00%0.66%2.66%Q1 2021Q3 20238
Capital Asset Advisory Services LLC 710.01%0.01%0.01%Q1 2020Q2 20228
Cerity Partners LLC 880.01%0.03%0.06%Q4 2021Q3 20238
Silver Oak Advisory Group, Inc. 881.04%1.16%1.29%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 880.23%0.33%0.45%Q4 2021Q3 20238
First Horizon Advisors, Inc. 620.00%0.00%0.00%Q3 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.05%0.13%0.17%Q4 2021Q3 20238
Richard Bernstein Advisors LLC 710.00%0.01%0.01%Q2 2021Q3 20238
Goldstein Munger & Associates 880.07%0.07%0.08%Q3 2020Q2 20228
PARSONS CAPITAL MANAGEMENT INC/RI 880.02%0.03%0.03%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Carson Advisory Inc. 880.23%0.30%0.42%Q4 2021Q3 20238
DHK Financial Advisors, Inc. 881.04%1.67%2.28%Q4 2021Q3 20238
Family CFO Inc 880.23%0.51%0.67%Q4 2021Q3 20238
Brooklyn FI, LLC 880.62%1.02%1.48%Q4 2021Q3 20238
Northland Capital Management LLC 881.34%3.69%6.34%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.21%0.27%0.31%Q3 2021Q3 20238
Wealthcare Advisory Partners LLC 710.01%0.03%0.07%Q1 2021Q2 20238
JPMORGAN CHASE & CO 420.00%0.00%0.00%Q2 2021Q3 20238
Treynor Bancshares, Inc. 880.94%1.09%1.28%Q4 2021Q3 20238
Sowell Financial Services LLC 710.01%0.01%0.02%Q3 2019Q1 20238
Quent Capital, LLC 880.38%0.58%0.88%Q4 2021Q3 20238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 880.00%0.00%0.00%Q4 2021Q3 20238
IFP Advisors, Inc 880.00%0.00%0.00%Q3 2019Q2 20218
RS CRUM INC. 880.12%0.17%0.23%Q4 2021Q3 20238
JONES FINANCIAL COMPANIES LLLP 880.00%0.00%0.00%Q4 2021Q3 20238
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 770.24%0.46%0.66%Q1 2022Q3 20237
Pinnacle Financial Group, LLC / IL 430.14%0.16%0.20%Q4 2021Q3 20237
Better Money Decisions, LLC 770.19%0.26%0.36%Q1 2021Q3 20227
Financial Connections Group, Inc. 770.59%1.60%2.00%Q4 2021Q2 20237
Pinnacle Wealth Management Advisory Group, LLC 770.04%0.05%0.05%Q1 2022Q3 20237
Edge Capital Group, LLC 610.02%0.03%0.04%Q4 2020Q3 20227
Dakota Wealth Management 770.03%0.05%0.07%Q4 2020Q2 20227
Mariner, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
DeDora Capital, Inc. 770.50%0.71%0.83%Q1 2022Q3 20237
Level Financial Advisors 770.14%0.16%0.20%Q1 2022Q3 20237
Equitable Holdings, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
Private Capital Group, LLC 770.01%0.01%0.01%Q1 2020Q3 20217
NORTHEAST INVESTMENT MANAGEMENT 770.06%0.16%0.28%Q4 2020Q2 20227
GLENMEDE TRUST CO NA 410.00%0.00%0.00%Q3 2021Q3 20237
Firestone Capital Management 770.01%0.02%0.04%Q1 2020Q3 20217
BlackRock Inc. 610.00%0.00%0.00%Q2 2020Q3 20227
PINNACLE ASSOCIATES LTD 770.01%0.01%0.01%Q1 2022Q3 20237
Capital Investment Advisory Services, LLC 770.02%0.02%0.03%Q4 2020Q2 20227
Karpus Management, Inc. 770.06%0.44%0.66%Q4 2020Q2 20227
Coston, McIsaac & Partners 660.01%0.02%0.04%Q2 2022Q3 20236
Johnson Bixby & Associates, LLC 660.06%0.08%0.11%Q2 2022Q3 20236
Bristlecone Advisors, LLC 660.03%0.03%0.03%Q2 2022Q3 20236
Cornerstone Wealth Management, LLC 330.02%0.04%0.07%Q1 2022Q3 20236
Allworth Financial LP 660.00%0.00%0.00%Q2 2022Q3 20236
NEXT Financial Group, Inc 510.00%0.01%0.01%Q1 2019Q4 20216
Lindbrook Capital, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
DOWLING & YAHNKE LLC 660.01%0.03%0.05%Q2 2021Q3 20226
MISSION WEALTH MANAGEMENT, LP 510.02%0.20%0.34%Q1 2022Q3 20236
Angeles Investment Advisors, LLC 660.20%0.69%1.36%Q2 2022Q3 20236
TCG Advisory Services, LLC 330.05%0.07%0.08%Q1 2022Q3 20236
Rockbridge Investment Management, LCC 660.02%0.02%0.02%Q3 2020Q4 20216
US BANCORP \DE\ 410.00%0.00%0.00%Q1 2020Q3 20236
CJM Wealth Advisers, Ltd. 330.11%0.15%0.19%Q4 2021Q3 20236
Bangor Savings Bank 660.01%0.01%0.01%Q2 2022Q3 20236
Arkos Global Advisors 660.06%0.14%0.17%Q4 2020Q1 20226
Sageworth Trust Co of South Dakota 661.14%1.27%1.45%Q2 2022Q3 20236
Personal Capital Advisors Corp 660.00%0.00%0.01%Q4 2020Q1 20226
Zhang Financial LLC 420.02%0.03%0.04%Q4 2021Q3 20236
CREATIVE FINANCIAL DESIGNS INC /ADV 660.00%0.00%0.00%Q3 2018Q4 20196
Stonebridge Capital Advisors LLC 660.00%0.00%0.00%Q3 2021Q4 20226
THOMAS WHITE INTERNATIONAL LTD 660.02%0.04%0.08%Q1 2022Q2 20236
Frontier Wealth Management LLC 510.02%0.13%0.30%Q1 2020Q2 20226
CENTAURUS FINANCIAL, INC. 550.01%0.01%0.01%Q4 2020Q4 20215
Harborview Advisors, LLC 550.18%0.37%0.53%Q1 2019Q1 20205
Truepoint, Inc. 550.02%0.02%0.02%Q3 2022Q3 20235
Aptus Capital Advisors, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
FLPUTNAM INVESTMENT MANAGEMENT CO 550.01%0.01%0.01%Q1 2021Q1 20225
KESTRA PRIVATE WEALTH SERVICES, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
BINGHAM OSBORN & SCARBOROUGH LLC 550.07%0.09%0.10%Q3 2020Q3 20215
Janney Montgomery Scott LLC 550.00%0.00%0.00%Q3 2022Q3 20235
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 410.01%0.02%0.03%Q2 2020Q3 20235
Zullo Investment Group, Inc. 550.01%0.01%0.02%Q4 2021Q4 20225
Aspire Wealth Management Corp 550.01%0.02%0.03%Q4 2021Q4 20225
COLONY GROUP LLC 550.01%0.02%0.02%Q4 2018Q4 20195
Clear Perspectives Financial Planning, LLC 550.20%0.31%0.36%Q4 2020Q4 20215
PATHSTONE FAMILY OFFICE, LLC 410.02%0.02%0.03%Q3 2021Q3 20235
Advisor Group, Inc. 550.00%0.00%0.00%Q4 2018Q4 20195
DT Investment Partners, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
STIFEL FINANCIAL CORP 550.00%0.00%0.00%Q2 2022Q2 20235
Advisory Alpha, LLC 310.01%0.01%0.01%Q1 2019Q3 20205
PDS Planning, Inc 310.01%0.02%0.03%Q1 2021Q3 20235
Private Advisor Group, LLC 410.00%0.00%0.01%Q4 2021Q3 20235
Wealthsimple US, Ltd. 5514.29%15.77%17.36%Q1 2020Q1 20215
LADENBURG THALMANN FINANCIAL SERVICES INC. 550.00%0.00%0.00%Q4 2018Q4 20195
FRANKLIN RESOURCES INC 440.00%0.00%0.01%Q4 2022Q3 20234
Braun-Bostich & Associates Inc. 310.00%0.00%0.00%Q2 2019Q2 20204
VISTA CAPITAL PARTNERS, INC. 440.20%0.24%0.32%Q4 2022Q3 20234
Rice Partnership, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.05%0.13%0.26%Q4 2022Q3 20234
THOMPSON DAVIS & CO., INC. 220.24%0.26%0.28%Q4 2021Q2 20234
IFG Advisors, LLC 440.09%0.11%0.12%Q4 2022Q3 20234
Carmichael Hill & Associates, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Brouwer & Janachowski, LLC 440.05%0.11%0.18%Q4 2020Q3 20214
DOHJ, LLC 440.13%0.14%0.15%Q4 2022Q3 20234
EVOKE WEALTH, LLC 440.14%0.17%0.21%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Round Table Services, LLC 440.04%0.09%0.13%Q4 2021Q3 20224
HBK Sorce Advisory LLC 440.01%0.01%0.01%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Trellis Advisors, LLC 440.11%0.14%0.15%Q4 2022Q3 20234
Symmetry Partners, LLC 310.01%0.01%0.01%Q4 2021Q3 20234
Piscataqua Savings Bank 440.01%0.01%0.02%Q4 2022Q3 20234
MATHER GROUP, LLC. 440.00%0.01%0.01%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.06%0.07%0.07%Q4 2022Q3 20234
EVERMAY WEALTH MANAGEMENT LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.09%0.10%0.10%Q4 2022Q3 20234
JFS WEALTH ADVISORS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Lansing Street Advisors 440.14%0.16%0.18%Q3 2022Q2 20234
CIBC WORLD MARKET INC. 310.00%0.00%0.00%Q4 2020Q1 20224
O'Brien Wealth Partners LLC 440.09%0.17%0.26%Q1 2022Q4 20224
FORVIS Wealth Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
B. Riley Wealth Advisors, Inc. 440.01%0.02%0.02%Q1 2021Q4 20214
Koss-Olinger Consulting, LLC 440.38%0.42%0.46%Q4 2022Q3 20234
Wealthsimple Inc. 440.03%0.03%0.03%Q4 2021Q3 20224
Sterling Group Wealth Management, LLC 440.66%0.77%0.84%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.03%0.03%0.03%Q4 2022Q3 20234
ANGELES WEALTH MANAGEMENT, LLC 440.11%0.12%0.13%Q3 2022Q2 20234
Financial Network Wealth Management LLC 440.87%0.92%0.96%Q4 2022Q3 20234
Destination Wealth Management 310.01%0.01%0.02%Q2 2022Q2 20234
ADIRONDACK TRUST CO 440.00%0.00%0.00%Q4 2022Q3 20234
Strategic Point Investment Advisors, LLC 220.09%0.16%0.24%Q3 2019Q3 20234
MONETA GROUP INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Parallel Advisors, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Elwood & Goetz Wealth Advisory Group, LLC 210.05%0.07%0.09%Q4 2021Q1 20233
West Coast Financial LLC 330.05%0.06%0.06%Q1 2023Q3 20233
WFA of San Diego, LLC 210.04%0.05%0.06%Q4 2022Q3 20233
Valmark Advisers, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Renaissance Technologies 330.00%0.00%0.00%Q1 2023Q3 20233
Bragg Financial Advisors, Inc 330.02%0.02%0.02%Q3 2021Q1 20223
Sequoia Financial Advisors, LLC 210.00%0.01%0.01%Q1 2022Q2 20233
AE Wealth Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Capstone Financial Advisors, Inc. 330.02%0.02%0.02%Q4 2020Q2 20213
LifeGuide Financial Advisors, LLC 331.10%2.14%2.92%Q1 2023Q3 20233
Global Retirement Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Front Row Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Walkner Condon Financial Advisors LLC 210.08%0.11%0.16%Q1 2021Q4 20213
Carroll Financial Associates, Inc. 330.00%0.00%0.01%Q2 2021Q4 20213
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
Running Point Capital Advisors, LLC 330.12%0.12%0.14%Q1 2021Q3 20213
Arbor Investment Advisors, LLC 330.09%0.10%0.11%Q4 2022Q2 20233
Fingerlakes Wealth Management, Inc. 330.26%0.27%0.28%Q1 2023Q3 20233
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q1 2023Q3 20233
Stearns Financial Services Group 330.12%0.12%0.13%Q1 2020Q3 20203
SIGMA INVESTMENT COUNSELORS INC 330.05%0.07%0.08%Q3 2019Q1 20203
SVA Wealth Management, LLC 330.04%0.04%0.05%Q2 2020Q4 20203
Intergy Private Wealth, LLC 210.10%0.13%0.16%Q2 2022Q2 20233
CHOREO, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Waverly Advisors, LLC 330.02%0.03%0.03%Q3 2021Q1 20223
TFO Wealth Partners, LLC 330.06%0.10%0.14%Q1 2022Q3 20223
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 330.04%0.04%0.04%Q4 2022Q2 20233
Carr Financial Group Corp 330.20%0.40%0.51%Q1 2023Q3 20233
Fountainhead AM, LLC 210.09%0.12%0.18%Q4 2021Q3 20223
Redwood Investment Management, LLC 330.04%0.04%0.04%Q3 2021Q1 20223
Hemington Wealth Management 330.10%0.11%0.12%Q1 2022Q3 20223
FIRST MANHATTAN CO. LLC. 330.00%0.00%0.00%Q2 2022Q4 20223
Krilogy Financial LLC 330.64%0.70%0.80%Q3 2019Q1 20203
Carmel Capital Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
NorthLanding Financial Partners, LLC 330.26%0.42%0.51%Q3 2022Q1 20233
Keel Point, LLC 330.03%0.06%0.08%Q4 2020Q2 20213
REGATTA CAPITAL GROUP, LLC 210.12%0.12%0.13%Q4 2021Q1 20233
WealthShield Partners, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Burt Wealth Advisors 220.00%0.00%0.00%Q3 2020Q4 20202
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q2 2023Q3 20232
Clarius Group, LLC 220.13%0.14%0.15%Q2 2022Q3 20222
Summit Wealth Group, LLC 220.07%0.28%0.49%Q1 2023Q2 20232
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Greenspring Advisors, LLC 220.05%0.05%0.06%Q4 2021Q1 20222
Morling Financial Advisors, LLC 220.07%0.08%0.08%Q4 2022Q1 20232
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q1 2021Q3 20212
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ASPIRIANT, LLC 220.02%0.02%0.03%Q3 2022Q4 20222
OXFORD FINANCIAL GROUP, LTD. LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Flower City Capital 220.17%0.22%0.26%Q4 2021Q1 20222
JOHNSON INVESTMENT COUNSEL INC 220.00%0.00%0.00%Q4 2020Q1 20212
Five Oceans Advisors 110.30%1.02%1.74%Q4 2021Q2 20222
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Pathway Financial Advisors LLC 110.08%0.08%0.08%Q3 2020Q1 20212
Qube Research & Technologies Ltd 220.00%0.00%0.00%Q4 2022Q1 20232
TimeScale Financial, Inc. 220.05%0.05%0.05%Q1 2023Q2 20232
Northwest Capital Management Inc 220.04%0.05%0.06%Q2 2023Q3 20232
Chicago Partners Investment Group LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q2 2023Q3 20232
Values Added Financial LLC 220.48%0.50%0.52%Q2 2023Q3 20232
OneDigital Investment Advisors LLC 220.01%0.01%0.01%Q1 2023Q2 20232
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Atria Wealth Solutions, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
WFA Asset Management Corp 220.36%0.38%0.39%Q1 2022Q2 20222
SOUNDMARK WEALTH MANAGEMENT, LLC 220.16%0.16%0.17%Q4 2021Q1 20222
FLAGSTAR ADVISORS INC 110.03%0.03%0.03%Q3 2021Q3 20222
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Sugarloaf Wealth Management, LLC 220.02%0.02%0.02%Q1 2020Q2 20202
BFSG, LLC 220.22%0.24%0.26%Q2 2023Q3 20232
FormulaFolio Investments, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q3 2018Q4 20182
Passive Capital Management, LLC. 220.10%0.10%0.10%Q4 2022Q1 20232
Lido Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Financial Alternatives, Inc 220.19%0.19%0.20%Q1 2023Q2 20232
BRIGGS ADVISORY GROUP, INC. 220.36%0.38%0.40%Q4 2021Q1 20222
Financial Advocates Investment Management 220.02%0.03%0.03%Q2 2022Q3 20222
Prostatis Group LLC 112.09%2.44%2.80%Q4 2019Q3 20202
Covestor Ltd 220.00%0.00%0.00%Q2 2022Q3 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.01%0.01%Q1 2022Q4 20222
UMB Bank, n.a. 220.02%0.02%0.02%Q2 2023Q3 20232
Opes Wealth Management LLC 220.11%0.16%0.21%Q2 2023Q3 20232
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Ramirez Asset Management, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
McLean Asset Management Corp 110.11%0.11%0.11%Q4 2023Q4 20231
PARTNERS CAPITAL INVESTMENT GROUP, LLP 110.03%0.03%0.03%Q1 2020Q1 20201
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Gilbert & Cook, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
PEAPACK GLADSTONE FINANCIAL CORP 110.01%0.01%0.01%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Sharkey, Howes & Javer 110.07%0.07%0.07%Q3 2022Q3 20221
Benchmark Wealth Management, LLC 110.20%0.20%0.20%Q1 2023Q1 20231
Lakewood Asset Management LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Schwab Charitable Fund 110.04%0.04%0.04%Q1 2022Q1 20221
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Pinnacle Bancorp, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
ASSETMARK, INC 110.00%0.00%0.00%Q3 2022Q3 20221
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
CFS Investment Advisory Services, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Abacus Wealth Partners, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Stonebridge Financial Planning Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Transparent Wealth Partners LLC 111.04%1.04%1.04%Q1 2022Q1 20221
Strategic Blueprint, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ALTFEST L J & CO INC 110.06%0.06%0.06%Q4 2022Q4 20221
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q3 2021Q3 20211
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q1 2022Q1 20221
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Boulder Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
O'Dell Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
&PARTNERS 110.10%0.10%0.10%Q3 2023Q3 20231
Affiance Financial, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
55I, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2022Q4 20221
Unconventional Investor, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
WEST PACES ADVISORS INC. 110.01%0.01%0.01%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Atria Investments, Inc 110.02%0.02%0.02%Q2 2022Q2 20221
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NewEdge Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SIMON QUICK ADVISORS, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Consolidated Planning Corp 110.04%0.04%0.04%Q3 2021Q3 20211
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Permit Capital Advisors, LLC 112.03%2.03%2.03%Q1 2022Q1 20221
Guidance Point Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Anfield Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Stephens Consulting, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Thrive Wealth Management, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
TRUEWEALTH LLC 110.08%0.08%0.08%Q2 2020Q2 20201
HEADINVEST, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Westside Investment Management, Inc. 110.31%0.31%0.31%Q3 2022Q3 20221
M&T BANK CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
External links

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