VANGUARD WORLD FD (VDC)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
22
Reporting holders
$32.8M
Reported value
0.0%
Calls
0.0%
Puts
-646
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Marotta Asset Management | $13.0M | 59,366 | 2.20% | 25q | -4.9%-$673.2K |
| MRA Advisory Group | $6.6M | 30,215 | 2.47% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $4.9M | 22,617 | 0.13% | 32q | -6.1%-$321.9K |
| CoreCap Advisors, LLC | $2.2M | 9,873 | 0.06% | 19q | +6.6%+$133.5K |
| Farther Finance Advisors, LLC | $1.9M | 8,887 | 0.01% | 16q | +42.0%+$573.5K |
| PARK NATIONAL CORP /OH/ | $1.2M | 5,695 | 0.03% | 16q | +4.0%+$47.4K |
| Avidian Wealth Enterprises, LLC | $822.9K | 3,771 | 0.02% | 12q | +165.9%+$513.5K |
| Peterson Wealth Advisors, LLC | $352.0K | 1,613 | 0.04% | 4q | HELD |
| Taylor & Morgan Wealth Management, LLC | $342.7K | 1,571 | 0.16% | 2q | +0.6%+$2.0K |
| Sound Income Strategies, LLC | $278.9K | 1,234 | 0.01% | 12q | -19.6%-$68.0K |
| RHODES INVESTMENT ADVISORS INC /ADV | $269.3K | 1,234 | 0.19% | 2q | +26.7%+$56.7K |
| Valeo Financial Advisors, LLC | $261.9K | 1,200 | 0.01% | 32q | -4.5%-$12.4K |
| CONGRESS ASSET MANAGEMENT CO | $228.7K | 1,048 | 0.00% | new | NEW |
| Councilor Wealth, LLC | $220.1K | 1,008 | 0.09% | 11q | HELD |
| Rosenberg Matthew Hamilton | $52.1K | 239 | 0.01% | 10q | +44.8%+$16.1K |
| ARMSTRONG ADVISORY GROUP, INC | $50.6K | 232 | 0.00% | 16q | HELD |
| Davis Capital Management | $40.4K | 185 | 0.02% | 13q | -5.6%-$2.4K |
| ELEVATION WEALTH PARTNERS, LLC | $23.4K | 107 | 0.01% | 15q | +0.9% |
| Byrne Asset Management LLC | $21.8K | 100 | 0.01% | 5q | HELD |
| Bank of New Hampshire | $10.3K | 47 | 0.00% | new | NEW |
| Olistico Wealth, LLC | $4.6K | 21 | 0.00% | 15q | HELD |
| CX Institutional | $144 | 662 | 0.00% | 8q | -63.2% |
| VALLEY WEALTH MANAGERS, INC. | $0 | 0 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 22 | $32.8M | 150,263 | 3 | 8 | 5 | 0.0% |
| Q2 2026 | 668 | $3.5B | 15,380,306 | 74 | 183 | 195 | 0.2% |
| Q1 2026 | 630 | $3.4B | 15,119,927 | 59 | 187 | 187 | 0.1% |
| Q4 2025 | 637 | $3.0B | 14,004,980 | 58 | 159 | 196 | 0.1% |
| Q3 2025 | 605 | $3.0B | 14,068,798 | 34 | 163 | 199 | 0.1% |
| Q2 2025 | 632 | $3.2B | 14,815,440 | 48 | 176 | 193 | 0.1% |
| Q1 2025 | 630 | $3.2B | 14,453,149 | 50 | 196 | 183 | 0.0% |
| Q4 2024 | 633 | $3.0B | 14,190,919 | 36 | 188 | 181 | 0.0% |
| Q3 2024 | 604 | $3.1B | 14,192,408 | 51 | 182 | 166 | 0.0% |
| Q2 2024 | 582 | $2.9B | 14,285,657 | 41 | 149 | 182 | 0.1% |
| Q1 2024 | 577 | $3.2B | 15,838,848 | 61 | 149 | 192 | 0.0% |
| Q4 2023 | 552 | $3.0B | 15,656,716 | 40 | 155 | 186 | 0.1% |
| Q3 2023 | 546 | $3.1B | 16,826,211 | 43 | 144 | 178 | 0.1% |
| Q2 2023 | 540 | $3.1B | 15,715,938 | 27 | 150 | 169 | 0.1% |
| Q1 2023 | 537 | $3.0B | 15,807,329 | 40 | 148 | 176 | 0.2% |
| Q4 2022 | 542 | $3.4B | 17,590,228 | 63 | 196 | 122 | 0.1% |
| Q3 2022 | 485 | $2.6B | 14,861,560 | 36 | 138 | 141 | 0.1% |
| Q2 2022 | 498 | $2.6B | 13,853,261 | 58 | 135 | 149 | 0.1% |
| Q1 2022 | 488 | $3.1B | 15,781,293 | 59 | 168 | 114 | 0.1% |
| Q4 2021 | 468 | $3.1B | 15,404,253 | 44 | 149 | 105 | 0.1% |
| Q3 2021 | 398 | $2.6B | 14,216,452 | 32 | 114 | 116 | 0.1% |
| Q2 2021 | 394 | $2.4B | 13,035,929 | 30 | 127 | 100 | 0.1% |
| Q1 2021 | 400 | $2.4B | 13,308,902 | 30 | 127 | 134 | 0.1% |
| Q4 2020 | 410 | $2.7B | 15,700,441 | 46 | 102 | 124 | 0.1% |
| Q3 2020 | 376 | $2.6B | 15,859,329 | 28 | 114 | 121 | 0.2% |
| Q2 2020 | 363 | $2.4B | 16,320,035 | 52 | 108 | 116 | 0.1% |
| Q1 2020 | 344 | $2.1B | 16,385,719 | 51 | 99 | 106 | 0.2% |
| Q4 2019 | 343 | $2.6B | 16,210,173 | 34 | 94 | 93 | 0.2% |
| Q3 2019 | 297 | $2.5B | 16,095,117 | 27 | 99 | 81 | 0.2% |
| Q2 2019 | 294 | $2.4B | 15,854,976 | 29 | 112 | 71 | 0.7% |
| Q1 2019 | 298 | $2.2B | 15,336,775 | 28 | 95 | 80 | 0.2% |
| Q4 2018 | 291 | $1.9B | 14,491,438 | 7 | 6 | 7 | 0.1% |