VANGUARD WORLD FD shareholder history

Current and past VANGUARD WORLD FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2010.00%0.00%0.00%Q2 2013Q3 202376
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.18%1.93%4.22%Q2 2010Q3 202344
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.62%0.86%1.09%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.07%0.20%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.05%0.12%Q2 2013Q3 202342
Ancora Advisors LLC 42420.03%1.54%2.57%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
SOL Capital Management CO 42420.08%0.91%1.74%Q2 2013Q3 202342
Creative Planning 42420.01%0.02%0.04%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.02%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
HighTower Advisors, LLC 30110.00%0.01%0.02%Q2 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 3740.01%0.02%0.05%Q2 2013Q3 202341
Verus Financial Partners, Inc. 29124.50%15.57%31.30%Q2 2013Q3 202341
Checchi Capital Advisers, LLC 40400.05%0.10%0.36%Q4 2013Q3 202340
J.P. Morgan Private Wealth Advisors LLC 40400.00%0.03%0.10%Q4 2013Q3 202340
Baker Ellis Asset Management LLC 40400.24%0.90%1.52%Q4 2013Q3 202340
Sandy Spring Bank 40400.00%0.10%0.30%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.01%0.01%0.04%Q4 2013Q3 202340
ENVESTNET ASSET MANAGEMENT INC 40400.03%0.05%0.10%Q4 2013Q3 202340
Savant Capital, LLC 39390.02%0.12%0.23%Q1 2014Q3 202339
Gibson Capital, LLC 39390.09%0.23%0.32%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.00%0.02%Q1 2014Q3 202339
Clarkston Capital Partners, LLC 3440.05%0.08%0.23%Q2 2013Q4 202238
SHEETS SMITH WEALTH MANAGEMENT 1530.05%0.07%0.08%Q1 2013Q3 202337
SIGNATUREFD, LLC 23140.00%0.00%0.01%Q2 2013Q3 202337
UBS Group AG 36360.01%0.02%0.02%Q4 2014Q3 202336
Capital Advantage, Inc. 1771.25%2.68%5.88%Q2 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 36360.00%0.01%0.06%Q4 2014Q3 202336
Baird Financial Group, Inc. 34340.00%0.02%0.02%Q2 2015Q3 202334
Cutler Group LLC / CA 1110.00%0.00%0.01%Q1 2016Q3 202334
NORTHSTAR ASSET MANAGEMENT Co LLC 2930.08%0.10%0.11%Q4 2014Q4 202232
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q3 2014Q3 202332
Legacy Private Trust Co. 32320.10%0.16%0.71%Q4 2015Q3 202332
Brouwer & Janachowski, LLC 32320.20%1.91%5.67%Q4 2013Q3 202132
Capital Investment Advisors, LLC 32320.09%0.27%0.36%Q1 2016Q4 202332
BENJAMIN F. EDWARDS & COMPANY, INC. 32320.00%0.00%0.03%Q4 2015Q3 202332
IFP Advisors, Inc 17140.00%0.01%0.07%Q4 2015Q3 202331
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 31310.28%20.13%23.05%Q1 2016Q3 202331
Brinker Capital Investments, LLC 2710.00%0.27%0.92%Q2 2013Q4 202230
NEXT Financial Group, Inc 30300.01%0.24%0.76%Q3 2014Q4 202130
American Investment Services, Inc. 30302.05%2.40%3.03%Q2 2016Q3 202330
Janney Montgomery Scott LLC 1520.00%0.01%0.04%Q1 2015Q3 202329
OLD NATIONAL BANCORP /IN/ 2540.02%0.14%0.31%Q3 2014Q3 202329
CULLEN/FROST BANKERS, INC. 2540.01%0.02%0.05%Q2 2013Q3 202329
US BANCORP \DE\ 29290.00%0.00%0.01%Q3 2016Q3 202329
B. Riley Wealth Advisors, Inc. 29290.07%0.12%0.17%Q3 2016Q3 202329
BlackRock Inc. 29290.00%0.00%0.00%Q4 2015Q4 202229
Carroll Financial Associates, Inc. 29290.01%0.02%0.08%Q4 2014Q4 202129
AE Wealth Management LLC 28280.01%0.03%0.10%Q4 2016Q3 202328
Cassaday & Co Inc. 28280.01%2.40%17.64%Q1 2015Q4 202128
Parallel Advisors, LLC 28280.07%0.23%0.43%Q4 2016Q3 202328
AllSquare Wealth Management LLC 28280.01%0.02%0.02%Q4 2016Q3 202328
Paracle Advisors, LLC 27270.66%1.54%3.56%Q3 2014Q1 202127
Steward Partners Investment Advisory, LLC 27270.00%0.02%0.05%Q1 2017Q3 202327
Asset Planning Services, Ltd. 27270.35%0.45%0.65%Q2 2015Q4 202127
Cetera Investment Advisers 27270.01%0.05%0.09%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.04%0.06%Q2 2013Q4 201927
SALEM INVESTMENT COUNSELORS INC 1830.00%0.03%0.05%Q1 2014Q3 202327
BESSEMER GROUP INC 27270.00%0.00%0.00%Q3 2013Q1 202027
RWA WEALTH PARTNERS, LLC 2430.01%0.19%1.80%Q4 2016Q3 202327
VANGUARD GROUP INC 830.00%0.00%0.00%Q4 2014Q3 202327
GOLDMAN SACHS GROUP INC 1010.00%0.00%0.00%Q1 2012Q2 202326
Bank Pictet & Cie (Europe) AG 26260.11%0.95%5.66%Q4 2013Q1 202026
FMR LLC 2410.00%0.00%0.00%Q2 2015Q3 202326
MML INVESTORS SERVICES, LLC 26260.02%0.04%0.08%Q2 2017Q3 202326
Stratos Wealth Partners, LTD. 26260.01%0.01%0.02%Q2 2017Q3 202326
SMITH, MOORE & CO. 14110.04%0.06%0.07%Q2 2017Q3 202325
AdvisorNet Financial, Inc 24240.01%0.04%0.23%Q4 2017Q3 202324
Baystate Wealth Management LLC 1770.03%0.18%0.94%Q4 2014Q4 202024
Dynamic Advisor Solutions LLC 24240.05%0.16%0.29%Q4 2017Q3 202324
Alpha Cubed Investments, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
Cadence Bank 24243.19%6.88%10.41%Q4 2017Q3 202324
VALLEY NATIONAL ADVISERS INC 24240.01%0.05%0.15%Q4 2017Q3 202324
SMITHBRIDGE ASSET MANAGEMENT INC/DE 24240.06%0.56%1.14%Q3 2017Q2 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.06%0.06%Q4 2017Q3 202324
IHT Wealth Management, LLC 1590.00%0.04%0.07%Q2 2017Q3 202324
BDO Wealth Advisors, LLC 2210.00%0.00%0.01%Q2 2017Q2 202323
Geneos Wealth Management Inc. 2120.01%0.02%0.04%Q4 2017Q3 202323
CALTON & ASSOCIATES, INC. 23230.18%0.61%1.78%Q4 2017Q2 202323
Certified Advisory Corp 11110.02%0.30%0.91%Q4 2017Q3 202322
Pathway Financial Advisors LLC 1480.10%0.13%0.19%Q4 2017Q3 202322
Raymond James Financial Services Advisors, Inc. 1480.01%0.05%0.08%Q1 2018Q3 202322
Brand Asset Management Group, Inc. 22220.94%1.02%1.10%Q2 2018Q3 202322
HUNTINGTON NATIONAL BANK 22220.00%0.00%0.00%Q2 2018Q3 202322
Private Advisor Group, LLC 2110.00%0.03%0.08%Q3 2014Q3 202322
JPMORGAN CHASE & CO 22220.00%0.00%0.00%Q2 2018Q3 202322
JANE STREET GROUP, LLC 610.00%0.01%0.05%Q4 2014Q4 202221
Cetera Advisor Networks LLC 1010.00%0.04%0.13%Q3 2013Q3 202321
Pinnacle Bancorp, Inc. 2010.05%0.06%0.08%Q1 2017Q3 202321
CENTAURUS FINANCIAL, INC. 1620.01%0.03%0.06%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.87%2.74%3.33%Q3 2018Q3 202321
BLAIR WILLIAM & CO/IL 1380.00%0.00%0.00%Q2 2018Q3 202321
Meridian Wealth Advisors, LLC 20200.08%0.11%0.18%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.06%0.28%0.62%Q4 2017Q4 202220
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.09%0.27%0.45%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.03%0.09%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.02%0.03%Q4 2017Q3 202220
First Allied Advisory Services, Inc. 1030.01%0.05%0.33%Q2 2013Q3 202020
Black Diamond Financial, LLC 20201.35%5.14%8.59%Q4 2018Q3 202320
WealthOne, LLC 20200.17%0.31%0.41%Q4 2018Q3 202320
TRUIST FINANCIAL CORP 20200.04%0.11%0.55%Q4 2018Q3 202320
Keel Point, LLC 20200.14%1.08%2.70%Q4 2018Q3 202320
Archer Investment Corp 1090.02%0.02%0.03%Q4 2018Q3 202319
Wealthcare Advisory Partners LLC 19190.01%0.02%0.03%Q3 2017Q1 202219
Evensky & Katz LLC 19192.91%3.80%5.01%Q2 2013Q4 201719
TOCQUEVILLE ASSET MANAGEMENT L.P. 19190.01%0.03%0.04%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
CWM, LLC 1180.00%0.00%0.00%Q4 2018Q3 202319
Capital Investment Advisory Services, LLC 1270.00%0.01%0.01%Q4 2018Q3 202319
Pacific Center for Financial Services 19190.05%0.06%0.08%Q4 2016Q2 202119
Matthew Goff Investment Advisor, LLC 1450.15%0.43%0.55%Q3 2017Q3 202319
CreativeOne Wealth, LLC 19190.10%0.86%1.59%Q1 2019Q3 202319
Sheaff Brock Investment Advisors, LLC 18180.03%0.04%0.05%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.06%0.08%Q2 2013Q3 201718
BANCORPSOUTH INC 18181.21%2.01%3.04%Q2 2013Q3 201718
Larson Financial Group LLC 17170.01%0.01%0.02%Q3 2019Q3 202317
Roble, Belko & Company, Inc 17170.02%0.03%0.08%Q3 2019Q3 202317
Tower Research Capital LLC (TRC) 1030.00%0.02%0.07%Q1 2018Q3 202317
StoneX Group Inc. 1430.20%0.89%2.07%Q3 2018Q3 202317
Cetera Advisors LLC 1410.01%0.09%0.18%Q4 2013Q3 202317
BUCKINGHAM STRATEGIC WEALTH, LLC 1430.01%0.01%0.02%Q2 2019Q3 202317
ASSETMARK, INC 610.00%0.00%0.02%Q4 2013Q3 202317
Mosaic Family Wealth, LLC 17170.10%0.13%0.15%Q4 2017Q4 202117
Sensible Financial Planning & Management, LLC. 17170.16%1.45%2.06%Q3 2019Q3 202317
Citadel Advisors 410.00%0.00%0.01%Q4 2014Q1 202317
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 17170.30%2.45%11.73%Q3 2019Q3 202317
Physician Wealth Advisors, Inc. 17170.44%0.83%1.20%Q3 2019Q3 202317
Allworth Financial LP 1610.00%0.00%0.00%Q3 2018Q3 202317
MONETA GROUP INVESTMENT ADVISORS LLC 17170.08%0.19%0.33%Q3 2019Q3 202317
Capital Planning Advisors, LLC 1160.14%0.17%0.24%Q4 2016Q1 202117
HILLTOP WEALTH ADVISORS, LLC 16161.73%2.84%4.20%Q4 2019Q3 202316
Heartwood Wealth Advisors LLC 16160.18%1.22%3.07%Q4 2019Q3 202316
Sound Income Strategies, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Stratos Investment Management, LLC 16160.05%0.07%0.12%Q4 2019Q3 202316
Portfolio Solutions, LLC 1240.33%0.48%0.61%Q1 2016Q3 202016
Stokes Family Office, LLC 16160.52%0.66%0.84%Q4 2019Q3 202316
McAdam, LLC 1510.00%0.12%0.28%Q3 2018Q3 202316
Sugarloaf Wealth Management, LLC 16160.13%0.17%0.21%Q4 2019Q3 202316
CX Institutional 1210.00%0.26%0.52%Q2 2018Q3 202216
CLIENT 1ST ADVISORY GROUP, LLC 15150.23%0.34%1.13%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.04%0.07%Q2 2016Q4 201915
Gray Wealth Management Inc. 15152.86%3.23%3.69%Q1 2020Q3 202315
USAdvisors Wealth Management, LLC 1410.10%0.46%0.98%Q4 2019Q3 202315
Destination Wealth Management 15150.13%0.26%0.34%Q1 2020Q3 202315
Stokes & Hubbell Capital Management, LLC 15150.63%0.93%1.39%Q3 2015Q1 201915
Apella Capital, LLC 1230.68%1.50%2.33%Q1 2020Q4 202315
Sonora Investment Management, LLC 1410.00%0.00%0.00%Q3 2015Q3 202115
Advisory Services Network, LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 15151.37%8.99%11.70%Q1 2020Q3 202315
Rehmann Capital Advisory Group 15150.04%0.05%0.05%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.02%0.09%0.15%Q4 2019Q2 202315
C M BIDWELL & ASSOCIATES LTD 15150.19%0.29%0.52%Q1 2020Q3 202315
Financial Partners Group, Inc 15150.08%0.12%0.22%Q1 2020Q3 202315
CI INVESTMENTS INC. 15150.01%0.05%0.13%Q1 2019Q3 202215
MSI Financial Services Inc 15150.00%0.01%0.03%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.02%0.04%0.06%Q1 2020Q3 202315
Belpointe Asset Management LLC 15150.03%0.04%0.05%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 14140.00%0.01%0.07%Q2 2020Q3 202314
FORVIS Wealth Advisors, LLC 14140.58%1.15%1.48%Q2 2020Q3 202314
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 14140.28%1.28%2.58%Q2 2020Q3 202314
AMG National Trust Bank 14140.02%0.03%0.03%Q2 2020Q3 202314
Joel Isaacson & Co., LLC 14140.02%0.03%0.03%Q2 2020Q3 202314
Global Endowment Management, LP 14144.55%8.94%13.35%Q4 2019Q1 202314
GeoWealth Management, LLC 1310.05%0.51%1.62%Q3 2019Q3 202314
Cribstone Capital Management, LLC 14140.01%0.01%0.01%Q2 2016Q3 201914
UBS ASSET MANAGEMENT AMERICAS INC 1220.00%0.00%0.00%Q4 2016Q1 202114
M&T BANK CORP 1130.00%0.00%0.00%Q2 2016Q1 202314
COZAD ASSET MANAGEMENT INC 14141.16%1.52%1.73%Q2 2020Q3 202314
DEARBORN PARTNERS LLC 14140.04%0.05%0.06%Q2 2013Q3 201614
CREDIT SUISSE AG/ 520.00%0.00%0.01%Q2 2014Q4 201914
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14140.03%0.19%0.33%Q2 2020Q3 202314
PROFFITT & GOODSON INC 14140.20%0.26%0.33%Q2 2020Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.01%0.01%0.01%Q2 2017Q3 202014
Fisher Asset Management, LLC 1310.00%0.00%0.00%Q3 2017Q3 202314
Princeton Global Asset Management LLC 14140.03%0.04%0.06%Q2 2020Q3 202314
Financial Advocates Investment Management 14140.01%0.03%0.05%Q2 2020Q3 202314
NIPPON LIFE INSURANCE CO 13130.18%0.23%0.27%Q4 2016Q4 201913
FRANKLIN RESOURCES INC 13130.00%0.00%0.00%Q3 2020Q3 202313
First Pacific Financial 13130.14%0.17%0.23%Q3 2020Q3 202313
QUADRANT CAPITAL GROUP LLC 13130.01%0.02%0.03%Q4 2019Q4 202213
TrinityPoint Wealth, LLC 850.04%0.08%0.14%Q4 2018Q1 202213
FLC Capital Advisors 13130.10%0.11%0.12%Q2 2020Q2 202313
Investors Capital Advisory Services 13130.08%0.71%1.21%Q2 2013Q2 201613
River Wealth Advisors LLC 13130.05%0.08%0.13%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.03%0.11%Q3 2020Q3 202313
HBW ADVISORY SERVICES LLC 13130.34%0.51%0.73%Q3 2020Q3 202313
Front Row Advisors LLC 13130.09%0.14%0.16%Q3 2020Q3 202313
ProVise Management Group, LLC 13130.05%1.29%2.26%Q3 2020Q3 202313
Compass Ion Advisors, LLC 1210.05%0.09%0.22%Q2 2020Q3 202313
PRIVATE TRUST CO NA 760.01%0.01%0.04%Q1 2013Q3 202313
Fortis Advisors, LLC 12120.01%1.14%3.48%Q2 2020Q1 202312
Wells Financial Advisors INC 12120.14%0.19%0.22%Q4 2020Q3 202312
Marshall Financial Group LLC 12120.90%1.18%1.45%Q4 2020Q3 202312
Beaumont Financial Partners, LLC 1020.03%0.76%2.70%Q3 2019Q3 202212
WOLVERINE TRADING, LLC 610.00%0.00%0.00%Q1 2017Q2 202112
Brookstone Capital Management 1110.01%0.02%0.07%Q1 2017Q3 202312
Capital Planning LLC 12120.15%0.21%0.26%Q4 2020Q3 202312
McClarren Financial Advisors, Inc. 12121.06%1.66%2.56%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.36%0.58%0.66%Q4 2020Q3 202312
McIlrath & Eck, LLC 12120.00%0.00%0.00%Q1 2019Q4 202112
Main Street Financial Solutions, LLC 12120.20%0.26%0.37%Q4 2020Q3 202312
HL FINANCIAL SERVICES LLC 12120.01%0.03%0.04%Q2 2013Q1 201612
Gradient Investments LLC 820.00%0.00%0.01%Q2 2016Q2 202312
Joseph P. Lucia & Associates, LLC 620.00%0.07%0.15%Q1 2019Q2 202212
Clear Creek Financial Management, LLC 1010.12%0.30%0.53%Q1 2020Q3 202312
DB Wealth Management Group, LLC 12120.26%0.29%0.34%Q4 2020Q3 202312
People's United Financial, Inc. 12120.01%0.01%0.01%Q2 2019Q1 202212
BOYS ARNOLD & CO INC 1020.04%0.07%0.13%Q1 2014Q1 202012
John W. Brooker & Co., CPAs 12120.02%0.02%0.02%Q4 2019Q3 202212
MCF Advisors LLC 750.00%0.00%0.00%Q3 2020Q3 202312
Jackson Wealth Management, LLC 1020.24%0.54%0.68%Q2 2020Q3 202312
MJP ASSOCIATES INC /ADV 12120.21%0.91%2.28%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12121.88%2.43%3.11%Q4 2020Q3 202312
PRUDENTIAL FINANCIAL INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Moloney Securities Asset Management, LLC 840.04%0.05%0.05%Q3 2020Q3 202312
Strategic Equity Management 12120.88%1.44%3.43%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.14%0.24%0.33%Q4 2020Q3 202312
Merriman Wealth Management, LLC 12120.02%0.21%2.05%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.01%Q2 2013Q1 201612
Newton One Investments LLC 12120.07%0.08%0.10%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12120.34%0.59%1.09%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.24%0.44%0.99%Q4 2020Q3 202312
SIMON QUICK ADVISORS, LLC 12120.09%0.15%0.25%Q4 2020Q3 202312
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
TD Capital Management LLC 1010.00%0.01%0.02%Q3 2017Q4 202111
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
HHM Wealth Advisors, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Bristlecone Advisors, LLC 910.00%0.07%0.09%Q4 2015Q1 202311
Rockefeller Capital Management L.P. 11110.01%0.08%0.11%Q1 2021Q3 202311
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
Quantitative Advantage, LLC 11111.16%1.49%1.70%Q3 2020Q1 202311
Schwab Charitable Fund 11110.15%0.47%0.82%Q1 2019Q3 202111
Braun-Bostich & Associates Inc. 740.05%0.07%0.08%Q4 2017Q3 202011
CREATIVE FINANCIAL DESIGNS INC /ADV 11110.00%0.02%0.02%Q1 2021Q3 202311
Arete Wealth Advisors, LLC 1010.02%0.40%0.79%Q2 2020Q2 202311
Orion Portfolio Solutions, LLC 11110.01%0.11%0.36%Q1 2021Q3 202311
D.A. DAVIDSON & CO. 830.00%0.00%0.01%Q4 2014Q3 202311
Essex Financial Services, Inc. 11110.03%0.04%0.06%Q1 2021Q3 202311
MACROVIEW INVESTMENT MANAGEMENT LLC 10100.05%0.05%0.06%Q1 2020Q2 202210
Renaissance Technologies 510.00%0.00%0.00%Q2 2019Q3 202310
Private Wealth Advisors, Inc. 10100.41%0.57%0.64%Q2 2013Q3 201510
Accurate Wealth Management, LLC 10100.10%0.65%1.01%Q2 2021Q3 202310
SEI INVESTMENTS CO 10100.00%0.00%0.00%Q1 2016Q2 201810
Sigma Planning Corp 10100.02%0.04%0.07%Q3 2020Q4 202210
Procyon Advisors, LLC 10100.05%0.67%1.98%Q4 2019Q1 202210
Hexagon Capital Partners LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
Global Retirement Partners, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Evercore Wealth Management, LLC 10100.00%0.00%0.00%Q1 2015Q2 201710
MASSMUTUAL TRUST CO FSB/ADV 520.01%0.02%0.09%Q4 2014Q4 201710
Accel Wealth Management 10100.01%0.02%0.03%Q4 2020Q1 202310
Berman Capital Advisors, LLC 10100.01%0.01%0.02%Q2 2019Q3 202110
Regal Investment Advisors LLC 10100.00%0.02%0.05%Q2 2013Q3 201510
SYNOVUS FINANCIAL CORP 10100.00%0.00%0.01%Q2 2021Q3 202310
ALLIANCEBERNSTEIN L.P. 10100.00%0.01%0.02%Q1 2015Q2 201710
HARBOUR INVESTMENTS, INC. 640.04%0.06%0.10%Q1 2021Q3 202310
Hefty Wealth Partners 10100.01%0.04%0.05%Q4 2015Q1 201810
TRUST CO OF VERMONT 610.00%0.00%0.00%Q3 2016Q3 202310
B. Riley Wealth Management, Inc. 640.00%0.04%0.06%Q1 2019Q2 202210
Greenline Partners, LLC 10100.08%0.08%0.09%Q2 2021Q3 202310
BROWN BROTHERS HARRIMAN & CO 10100.00%0.00%0.00%Q2 2021Q3 202310
STEPH & CO 10100.06%1.46%3.48%Q2 2021Q3 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.05%0.07%0.10%Q2 2021Q3 202310
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10100.14%0.18%0.25%Q2 2021Q3 202310
Pensionmark Financial Group, LLC 990.09%0.12%0.14%Q3 2021Q3 20239
CVA Family Office, LLC 720.00%0.00%0.00%Q1 2021Q2 20239
FLAGSTAR ADVISORS INC 990.13%0.18%0.25%Q3 2021Q3 20239
Atria Investments, Inc 310.05%0.18%0.48%Q4 2015Q3 20239
Johnson Financial Group, Inc. 630.00%0.00%0.00%Q1 2021Q3 20239
CADENCE BANK NA 990.06%0.07%0.09%Q2 2020Q2 20229
MERCER GLOBAL ADVISORS INC /ADV 990.00%0.01%0.01%Q3 2021Q3 20239
MAI Capital Management 990.01%0.01%0.01%Q3 2021Q3 20239
Investors Financial Group, LLC 990.56%0.66%0.77%Q4 2019Q4 20219
DEUTSCHE BANK AG\ 720.00%0.00%0.01%Q1 2018Q2 20219
BANK OF MONTREAL /CAN/ 410.00%0.00%0.00%Q3 2013Q3 20239
Simplicity Solutions, LLC 410.00%0.17%1.34%Q4 2018Q2 20229
PFG Advisors 630.02%0.06%0.09%Q3 2020Q2 20239
LEO BROKERAGE, LLC 520.26%1.58%2.86%Q3 2020Q2 20239
Good Life Advisors, LLC 990.30%0.38%0.46%Q4 2016Q4 20189
COLDSTREAM CAPITAL MANAGEMENT INC 540.08%0.11%0.17%Q2 2021Q3 20239
Beacon Pointe Advisors, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
Virtu KCG Holdings LLC 410.00%0.01%0.04%Q3 2013Q2 20178
Ameritas Advisory Services, LLC 880.01%0.04%0.09%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.43%0.47%0.52%Q4 2021Q3 20238
Southern Wealth Management, LLP 880.19%0.38%0.52%Q4 2019Q3 20218
BEAM WEALTH ADVISORS, INC. 880.24%0.28%0.32%Q4 2019Q3 20218
MEEDER ASSET MANAGEMENT INC 880.00%0.01%0.03%Q4 2020Q3 20228
FIFTH THIRD SECURITIES, INC. 880.03%0.48%2.72%Q4 2021Q3 20238
CITIGROUP INC 410.00%0.00%0.00%Q2 2013Q4 20158
Security National Bank 880.19%0.21%0.24%Q2 2020Q1 20228
Fusion Family Wealth LLC 880.00%0.00%0.00%Q1 2017Q4 20188
Aspire Wealth Management Corp 881.26%1.33%1.49%Q4 2021Q3 20238
LEVEL FOUR ADVISORY SERVICES, LLC 880.09%0.13%0.19%Q4 2021Q3 20238
Cranbrook Wealth Management, LLC 880.11%0.11%0.12%Q4 2020Q3 20228
FLAGSHIP HARBOR ADVISORS, LLC 530.00%0.01%0.02%Q2 2018Q3 20208
Private Capital Group, LLC 880.00%0.00%0.00%Q4 2017Q3 20198
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.01%0.02%Q1 2019Q4 20208
Qube Research & Technologies Ltd 710.00%0.00%0.00%Q3 2021Q3 20238
HB Wealth Management, LLC 880.12%0.14%0.17%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 880.23%0.25%0.27%Q4 2021Q3 20238
Cornerstone Wealth Management, LLC 880.06%0.10%0.14%Q4 2016Q3 20188
Operose Advisors LLC 880.04%0.06%0.10%Q4 2021Q3 20238
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 530.01%0.01%0.01%Q1 2021Q3 20238
SG Americas Securities, LLC 880.00%0.00%0.01%Q3 2014Q2 20168
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 770.16%0.22%0.26%Q4 2020Q2 20227
Clearwater Capital Advisors, LLC 520.04%0.15%0.28%Q2 2016Q1 20187
SCHMIDT P J INVESTMENT MANAGEMENT INC 770.20%0.53%1.24%Q1 2022Q3 20237
NATIONAL PLANNING CORP 770.15%0.17%0.18%Q2 2013Q4 20147
PACIFIC SUN FINANCIAL CORP 610.15%0.21%0.26%Q3 2021Q2 20237
Venturi Wealth Management, LLC 770.06%0.06%0.06%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.04%Q4 2020Q4 20227
Rockbridge Investment Management, LCC 770.01%0.01%0.03%Q2 2020Q4 20217
Mutual Advisors, LLC 770.06%0.08%0.10%Q2 2020Q4 20217
City State Bank 770.01%0.01%0.01%Q1 2022Q3 20237
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
STEPHENS INC /AR/ 770.01%0.02%0.09%Q1 2020Q3 20217
Wealthfront Advisers LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Virtu Financial LLC 770.02%0.06%0.15%Q2 2018Q4 20197
SUNTRUST BANKS INC 770.01%0.01%0.01%Q1 2018Q3 20197
MATHER GROUP, LLC. 610.02%0.03%0.05%Q4 2021Q3 20237
Capital Asset Advisory Services LLC 770.01%0.01%0.02%Q1 2020Q3 20217
WFG Advisors, LP 770.00%0.00%0.00%Q4 2014Q2 20167
Koshinski Asset Management, Inc. 770.02%0.03%0.04%Q3 2021Q1 20237
Atria Wealth Solutions, Inc. 770.04%0.05%0.07%Q1 2022Q3 20237
Sowell Financial Services LLC 770.00%0.01%0.01%Q3 2019Q1 20217
MADDEN SECURITIES Corp 610.12%0.17%0.27%Q4 2019Q3 20217
RUSSELL FRANK CO/ 770.00%0.00%0.01%Q2 2013Q4 20147
SFMG, LLC 520.02%0.02%0.03%Q3 2021Q2 20237
Beacon Capital Management, LLC 770.04%0.05%0.07%Q1 2022Q3 20237
Moisand Fitzgerald Tamayo, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
FIFTH THIRD BANCORP 410.00%0.00%0.00%Q2 2013Q3 20237
Wescott Financial Advisory Group, LLC 770.18%0.21%0.26%Q1 2022Q3 20237
Cerity Partners LLC 330.00%0.01%0.02%Q4 2021Q2 20236
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
Wagner Wealth Management, LLC 420.01%0.02%0.02%Q1 2021Q3 20226
Strategies Wealth Advisors, LLC 420.17%0.23%0.32%Q1 2022Q3 20236
FLOW TRADERS U.S. LLC 310.01%0.06%0.14%Q3 2016Q4 20226
Financial Architects, Inc 660.00%0.00%0.00%Q2 2016Q3 20176
Jacobi Capital Management LLC 660.00%0.01%0.01%Q2 2020Q3 20216
McElhenny Sheffield Capital Management, LLC 660.01%0.17%0.22%Q3 2021Q4 20226
PATHSTONE FAMILY OFFICE, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Edge Advisors, LLC 660.00%0.01%0.01%Q1 2017Q2 20186
FDx Advisors, Inc. 660.09%0.54%0.77%Q2 2022Q3 20236
SNS Financial Group, LLC 660.12%0.21%0.27%Q2 2022Q3 20236
Diversified Trust Co 660.03%0.13%0.22%Q3 2022Q4 20236
Avior Wealth Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Placemark Investments, Inc. 660.00%0.00%0.01%Q3 2013Q4 20146
Stratos Wealth Advisors, LLC 660.04%0.14%0.25%Q3 2019Q4 20206
Retirement Solution Inc. 420.07%0.09%0.10%Q2 2021Q3 20236
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
WADE G W & INC 660.01%0.02%0.02%Q2 2022Q3 20236
PDS Planning, Inc 330.03%0.03%0.04%Q4 2021Q3 20236
NORTHERN TRUST CORP 510.00%0.00%0.00%Q4 2021Q3 20236
GSA CAPITAL PARTNERS LLP 330.02%0.05%0.08%Q2 2021Q3 20236
Western Wealth Management, LLC 310.02%0.03%0.04%Q1 2019Q3 20226
Avant Capital LLC 420.24%0.26%0.31%Q4 2021Q3 20236
Cardan Capital Partners, LLC 660.47%0.67%0.85%Q2 2020Q3 20216
INVESTMENT CENTERS OF AMERICA INC 660.05%0.06%0.08%Q2 2016Q3 20176
Berger Financial Group, Inc 330.02%0.03%0.04%Q4 2021Q3 20236
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q1 2015Q2 20236
Timber Hill LLC 310.00%0.00%0.01%Q2 2013Q4 20166
Ferris Capital, LLC 510.02%0.03%0.03%Q2 2017Q1 20196
IEQ CAPITAL, LLC 660.32%0.47%0.58%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Valmark Advisers, Inc. 410.02%0.04%0.06%Q1 2022Q3 20235
James J. Burns & Company, LLC 550.43%0.92%1.47%Q3 2022Q3 20235
Hubbell Strickland Wealth Management, LLC 410.12%0.13%0.14%Q2 2021Q2 20235
Homrich & Berg 550.17%0.19%0.21%Q3 2020Q3 20215
SII INVESTMENTS INC/WI 210.02%0.05%0.10%Q1 2016Q4 20175
NewEdge Advisors, LLC 410.00%0.00%0.01%Q4 2021Q3 20235
RE Dickinson Investment Advisors, LLC 550.00%0.01%0.01%Q4 2021Q4 20225
Zhang Financial LLC 550.05%0.11%0.29%Q3 2022Q3 20235
Institute for Wealth Management, LLC. 320.04%0.05%0.05%Q3 2021Q3 20235
Capital Advisors, Ltd. LLC 410.01%0.03%0.03%Q2 2022Q3 20235
GLENMEDE TRUST CO NA 410.00%0.00%0.00%Q2 2022Q3 20235
Capital Directions Investment Advisors, LLC 550.00%0.01%0.02%Q2 2013Q2 20145
Chesley Taft & Associates LLC 550.03%0.03%0.04%Q4 2016Q4 20175
David Kennon Inc 551.34%1.42%1.54%Q3 2022Q3 20235
PINNACLE FINANCIAL PARTNERS INC 550.01%0.02%0.02%Q3 2022Q3 20235
PARK AVENUE SECURITIES LLC 410.02%0.04%0.06%Q4 2019Q3 20235
Alexandria Capital, LLC 550.01%0.05%0.06%Q2 2013Q2 20145
FIDUCIARY TRUST INTERNATIONAL LLC 550.15%0.18%0.21%Q2 2019Q2 20205
Zeit Capital LLC 550.03%0.03%0.04%Q4 2020Q4 20215
CoreCap Advisors, LLC 550.00%0.02%0.03%Q4 2021Q4 20225
WIN ADVISORS, INC 550.01%1.41%6.82%Q4 2021Q4 20225
55I, LLC 410.01%0.01%0.04%Q2 2021Q3 20225
Independent Advisor Alliance 410.01%0.19%0.63%Q4 2019Q3 20235
OSTERWEIS CAPITAL MANAGEMENT INC 550.01%0.01%0.01%Q3 2022Q3 20235
TD Waterhouse Canada Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
Mariner, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
HF Advisory Group, LLC 441.52%1.71%1.82%Q4 2022Q3 20234
Index Fund Advisors, Inc. 440.03%0.04%0.06%Q4 2021Q3 20224
Prosperity Financial Group, Inc. 440.19%0.21%0.22%Q4 2022Q3 20234
VitalStone Financial, LLC 440.08%0.82%2.95%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.01%Q4 2022Q3 20234
VSR Financial Services, Inc. 440.03%0.03%0.03%Q4 2013Q3 20144
Marcum Wealth, LLC 440.08%0.22%0.28%Q4 2019Q3 20204
BROWN ADVISORY INC 440.00%0.00%0.00%Q2 2019Q1 20204
MITCHELL MCLEOD PUGH & WILLIAMS INC 440.10%0.10%0.11%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Prestige Wealth Management Group LLC 440.03%0.03%0.03%Q4 2018Q3 20194
Strategic Blueprint, LLC 210.01%0.16%0.30%Q2 2021Q3 20234
SIMPLEX TRADING, LLC 210.00%0.00%0.01%Q1 2018Q3 20224
Ameritas Investment Company, LLC 310.00%0.01%0.01%Q1 2020Q3 20214
DUBUQUE BANK & TRUST CO 440.10%0.19%0.26%Q2 2015Q1 20164
LeJeune Puetz Investment Counsel LLC 440.05%0.05%0.05%Q2 2022Q1 20234
Golden State Wealth Management, LLC 310.02%0.02%0.02%Q1 2019Q1 20204
Retirement Group, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
MAS Advisors LLC 440.20%0.24%0.27%Q2 2022Q1 20234
Annapolis Financial Services, LLC 310.03%0.56%1.10%Q1 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.09%0.09%0.11%Q4 2022Q3 20234
LCNB CORP 440.19%0.25%0.28%Q4 2016Q3 20174
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Sonoma Private Wealth LLC 441.14%1.18%1.21%Q4 2022Q3 20234
All Season Financial Advisors, Inc. 440.66%0.73%0.81%Q4 2022Q3 20234
Galvin, Gaustad & Stein, LLC 440.02%0.02%0.02%Q4 2020Q3 20214
Garden State Investment Advisory Services LLC 440.10%0.12%0.13%Q4 2022Q3 20234
Prosperity Wealth Management, Inc. 440.28%0.34%0.47%Q4 2022Q3 20234
Darwin Wealth Management, LLC 441.47%1.53%1.59%Q2 2019Q1 20204
VICUS CAPITAL 440.06%0.06%0.07%Q2 2014Q1 20154
COUNTRY TRUST BANK 440.00%0.00%0.00%Q1 2023Q4 20234
New Republic Capital, LLC 440.31%0.33%0.34%Q4 2022Q3 20234
Gladstone Institutional Advisory LLC 440.04%0.08%0.16%Q1 2022Q4 20224
Vigilant Capital Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Avestar Capital, LLC 440.06%0.10%0.13%Q4 2022Q3 20234
Financial Freedom, LLC 440.67%0.79%0.86%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.05%0.05%0.05%Q4 2022Q3 20234
Arkadios Wealth Advisors 440.00%0.01%0.01%Q4 2020Q3 20214
Paul John Balson 440.24%0.30%0.35%Q1 2020Q4 20204
COMERICA SECURITIES,INC. 440.02%0.02%0.02%Q2 2021Q1 20224
Bartlett & Co. LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Summit Investment Advisory Services, LLC 440.23%0.28%0.38%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.63%0.93%1.03%Q4 2020Q3 20214
Doyle Wealth Management 210.02%0.02%0.03%Q3 2018Q2 20193
Lido Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
First Horizon Advisors, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
New England Investment & Retirement Group, Inc. 330.05%0.05%0.06%Q1 2021Q3 20213
BARCLAYS PLC 210.00%0.00%0.00%Q2 2021Q3 20233
REGIONS FINANCIAL CORP 210.00%0.00%0.00%Q2 2018Q3 20233
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EWA, LLC 330.17%0.17%0.17%Q1 2023Q3 20233
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
TITLEIST CAPITAL, LLC 330.06%0.92%1.36%Q4 2021Q2 20223
Stearns Financial Services Group 330.00%0.00%0.01%Q1 2020Q3 20203
Haverford Trust Co 330.00%0.00%0.01%Q1 2023Q3 20233
EP Wealth Advisors, LLC 330.00%0.26%0.77%Q1 2023Q3 20233
HRT FINANCIAL LP 210.00%0.02%0.04%Q3 2022Q3 20233
MARINO, STRAM & ASSOCIATES LLC 210.06%0.06%0.07%Q4 2021Q2 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2020Q1 20233
Vestpro Financial Partners, Inc. dba CPF Texas 330.13%0.13%0.13%Q4 2017Q2 20183
DFPG INVESTMENTS, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
LaSalle St. Investment Advisors, LLC 210.10%0.11%0.12%Q4 2022Q3 20233
Livingston Group Asset Management CO (operating as Southport Capital Management) 210.08%0.12%0.15%Q2 2017Q3 20183
Executive Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Running Point Capital Advisors, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
Lloyd Advisory Services, LLC. 210.02%0.02%0.04%Q1 2021Q1 20223
Addison Advisors LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Lansing Street Advisors 330.05%0.05%0.06%Q1 2022Q3 20223
FIRST CITIZENS BANK & TRUST CO 330.01%0.01%0.01%Q1 2023Q3 20233
Integrated Wealth Concepts LLC 210.00%0.01%0.01%Q4 2020Q3 20233
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.03%0.03%0.04%Q4 2022Q2 20233
TRUST CO OF VIRGINIA /VA 330.03%0.04%0.04%Q1 2023Q3 20233
NEIRG Wealth Management, LLC 210.04%0.04%0.04%Q4 2021Q2 20233
Plante Moran Financial Advisors, LLC 330.03%0.04%0.04%Q4 2014Q2 20153
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Waterford Advisors, LLC 332.52%2.59%2.63%Q1 2023Q3 20233
Destiny Wealth Partners, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Altium Wealth Management LLC 220.02%0.05%0.09%Q1 2022Q2 20222
US FINANCIAL ADVISORS, LLC 220.01%0.09%0.17%Q4 2015Q1 20162
PANORAMIC INVESTMENT ADVISORS, LLC 110.21%0.22%0.24%Q4 2022Q3 20232
Prime Capital Investment Advisors, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
OXFORD FINANCIAL GROUP, LTD. LLC 220.00%0.00%0.00%Q2 2023Q3 20232
OneAscent Wealth Management LLC 110.11%0.11%0.11%Q4 2020Q1 20222
SVB WEALTH LLC 220.00%0.00%0.00%Q1 2020Q2 20202
LAZARD ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
One Capital Management, LLC 220.25%0.27%0.28%Q2 2023Q3 20232
Clearstead Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
UNION SAVINGS BANK 220.22%0.22%0.22%Q2 2023Q3 20232
Advisory Alpha, LLC 110.00%0.01%0.02%Q3 2020Q1 20222
OPPENHEIMER & CO INC 220.03%0.03%0.03%Q3 2014Q4 20142
Total Clarity Wealth Management, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WASHINGTON TRUST BANK 220.01%0.01%0.01%Q4 2017Q1 20182
Buttonwood Financial Advisors Inc. 220.73%0.84%0.96%Q2 2023Q3 20232
EXENCIAL WEALTH ADVISORS, LLC 220.72%0.74%0.76%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.02%Q2 2013Q3 20132
NorthRock Partners, LLC 220.03%0.04%0.04%Q4 2019Q1 20202
ORSER CAPITAL MANAGEMENT, LLC 220.18%0.22%0.26%Q4 2021Q1 20222
NATIONAL BANK OF CANADA /FI/ 220.00%0.00%0.00%Q4 2021Q1 20222
Nachman Norwood & Parrott, Inc 110.02%0.02%0.02%Q3 2020Q2 20212
Cornerstone Planning Group LLC 110.01%0.01%0.01%Q4 2022Q2 20232
ERTS Wealth Advisors, LLC 220.03%0.05%0.06%Q4 2018Q1 20192
Wharton Business Group, LLC 220.04%0.04%0.04%Q2 2013Q3 20132
LEUTHOLD GROUP, LLC 220.02%0.14%0.26%Q2 2013Q3 20132
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
FURE FINANCIAL CORP 220.08%0.08%0.08%Q3 2020Q4 20202
CGN Advisors LLC 220.03%0.04%0.04%Q3 2023Q4 20232
WEST CHESTER CAPITAL ADVISORS, INC 221.21%1.22%1.23%Q2 2013Q3 20132
Forum Financial Management, LP 220.01%0.01%0.01%Q4 2021Q1 20222
RETIREMENT CAPITAL STRATEGIES 220.92%0.92%0.93%Q2 2023Q3 20232
Capital Bank & Trust Co 220.00%0.00%0.00%Q3 2018Q4 20182
Slocum, Gordon & Co LLP 220.00%0.00%0.00%Q4 2022Q1 20232
Buttonwood Financial Group, LLC 224.37%4.80%5.24%Q3 2023Q4 20232
Beacon Harbor Wealth Advisors, Inc. 222.78%2.79%2.80%Q2 2023Q3 20232
Center for Financial Planning, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
GUIDANCE CAPITAL, INC 220.15%0.16%0.16%Q2 2023Q3 20232
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q4 20152
Prospera Financial Services Inc 110.00%0.01%0.01%Q3 2020Q1 20222
IBEX WEALTH ADVISORS 220.08%0.08%0.08%Q3 2021Q4 20212
Laurel Wealth Advisors, Inc. 220.04%0.04%0.04%Q3 2020Q4 20202
LINCOLN NATIONAL CORP 220.01%0.01%0.01%Q1 2022Q2 20222
Future Financial Wealth Managment LLC 220.03%0.04%0.05%Q4 2021Q1 20222
Northwest Capital Management Inc 220.03%0.03%0.03%Q2 2023Q3 20232
Oak Point Wealth Management 220.44%0.45%0.46%Q4 2017Q1 20182
PEAPACK GLADSTONE FINANCIAL CORP 220.03%0.04%0.04%Q3 2021Q4 20212
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
HBK Sorce Advisory LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Merit Financial Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
AGF INVESTMENTS INC. 220.06%0.07%0.08%Q3 2017Q4 20172
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.09%0.09%0.09%Q4 2019Q1 20202
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
PARSONS CAPITAL MANAGEMENT INC/RI 110.02%0.02%0.03%Q1 2015Q3 20232
Kovack Advisors, Inc. 220.38%0.38%0.38%Q3 2015Q4 20152
PITTENGER & ANDERSON INC 220.00%0.00%0.00%Q2 2023Q3 20232
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 220.12%0.13%0.13%Q1 2020Q2 20202
Advisor OS, LLC 220.13%0.13%0.14%Q2 2023Q3 20232
Farther Finance Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
OneAscent Financial Services LLC 110.11%0.11%0.11%Q4 2019Q3 20202
WEALTHSOURCE PARTNERS, LLC 220.01%0.02%0.02%Q4 2021Q1 20222
COLONY GROUP LLC 220.01%0.01%0.01%Q2 2022Q3 20222
EXCHANGE TRADED CONCEPTS, LLC 220.23%1.11%1.98%Q1 2022Q2 20222
BCGM Wealth Management, LLC 220.18%0.28%0.38%Q4 2020Q1 20212
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2019Q4 20212
Advisor Resource Council 110.03%0.03%0.03%Q2 2021Q4 20212
Blue Sky Asset Management, LLC 220.76%1.01%1.26%Q4 2019Q1 20202
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Hemenway Trust Co LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Connectus Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Birchcreek Wealth Management, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
FIRST TRUST ADVISORS LP 110.02%0.02%0.02%Q3 2023Q3 20231
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.15%0.15%0.15%Q2 2022Q2 20221
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CRA Financial Services, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Ethos Financial Group, LLC 111.68%1.68%1.68%Q3 2023Q3 20231
Enterprise Bank & Trust Co 110.08%0.08%0.08%Q2 2023Q2 20231
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q1 2022Q1 20221
Bordeaux Wealth Advisors LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
FormulaFolio Investments, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Koesten, Hirschmann & Crabtree, INC. 110.01%0.01%0.01%Q1 2023Q1 20231
Anfield Capital Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.12%0.12%0.12%Q1 2021Q1 20211
Peak Capital Management LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Sovereign Investment Advisors, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Betterment LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.77%0.77%0.77%Q4 2014Q4 20141
Trexquant Investment LP 110.07%0.07%0.07%Q1 2020Q1 20201
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q3 2017Q3 20171
J.W. COLE ADVISORS, INC. 110.30%0.30%0.30%Q3 2021Q3 20211
McNamara Financial Services, Inc. 110.84%0.84%0.84%Q1 2016Q1 20161
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
USA FINANCIAL FORMULAS 110.36%0.36%0.36%Q1 2020Q1 20201
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Elite Wealth Management, Inc. 111.60%1.60%1.60%Q1 2015Q1 20151
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
UMB Bank, n.a. 110.00%0.00%0.00%Q4 2021Q4 20211
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
CONDOR CAPITAL MANAGEMENT 110.03%0.03%0.03%Q2 2023Q2 20231
CABANA LLC 115.48%5.48%5.48%Q2 2023Q2 20231
MWA Asset Management 110.21%0.21%0.21%Q3 2023Q3 20231
NWAM LLC 110.06%0.06%0.06%Q1 2021Q1 20211
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2022Q3 20221
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
EisnerAmper Wealth Management Corporate Benefits, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
James Reed Financial Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
BOSTON PRIVATE BANK & TRUST CO 110.01%0.01%0.01%Q4 2014Q4 20141
FNY Investment Advisers, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Continuum Advisory, LLC 110.37%0.37%0.37%Q1 2020Q1 20201
Cassaday & Co Wealth Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Kalos Management, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
Fiduciary Alliance LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 111.79%1.79%1.79%Q4 2015Q4 20151
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Foundations Investment Advisors, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Hanlon Investment Management, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
WESBANCO BANK INC 110.06%0.06%0.06%Q3 2023Q3 20231
Royal Fund Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
NEXT Financial Holdings 110.14%0.14%0.14%Q1 2019Q1 20191
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2018Q2 20181
Systelligence, LLC 113.54%3.54%3.54%Q4 2023Q4 20231
NBC SECURITIES, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
Stuart Chaussee & Associates, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
THRIVENT FINANCIAL FOR LUTHERANS 110.01%0.01%0.01%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
RESOLUTE FINANCIAL, LLC 110.18%0.18%0.18%Q2 2022Q2 20221
Eudaimonia Partners, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Clarity Financial LLC 110.05%0.05%0.05%Q3 2021Q3 20211
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q3 2023Q3 20231
HOWARD WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2018Q3 20181
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Abacus Planning Group, Inc. 110.26%0.26%0.26%Q2 2019Q2 20191
Pinnacle Private Wealth, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Modera Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
DRW Securities, LLC 110.07%0.07%0.07%Q3 2013Q3 20131
Onyx Bridge Wealth Group LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Waverly Advisors, LLC 110.09%0.09%0.09%Q2 2018Q2 20181
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
ARMSTRONG ADVISORY GROUP, INC 110.01%0.01%0.01%Q3 2023Q3 20231
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Edge Capital Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Joseph Group Capital Management 110.06%0.06%0.06%Q4 2022Q4 20221
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
WHITTIER TRUST CO 110.00%0.00%0.00%Q2 2015Q2 20151
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Equita Financial Network, Inc. 113.43%3.43%3.43%Q3 2023Q3 20231
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
Ruedi Wealth Management, Inc. 110.03%0.03%0.03%Q1 2023Q1 20231
Neuberger Berman Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FIRST FINANCIAL EQUITY CORPORATION 110.07%0.07%0.07%Q1 2017Q1 20171
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
External links

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