VANGUARD WORLD FD (VDE)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
43
Reporting holders
$61.1M
Reported value
0.0%
Calls
0.0%
Puts
-722
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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | $13.5M | 78,536 | 1.34% | 32q | +113.3%+$7.2M |
| HWG Holdings LP | $8.2M | 47,642 | 1.89% | new | NEW |
| Gerald Baker Financial Group LLC | $7.2M | 41,534 | 2.02% | 3q | HELD |
| GoalFusion Wealth Management, LLC | $5.6M | 32,493 | 2.24% | 20q | -6.2%-$369.5K |
| MassMutual Private Wealth & Trust, FSB | $4.3M | 24,691 | 0.11% | 32q | -9.1%-$427.0K |
| Go Invest LLC | $3.5M | 20,544 | 0.75% | 4q | +5.8%+$194.4K |
| PARK NATIONAL CORP /OH/ | $1.8M | 10,677 | 0.05% | 16q | -11.5%-$239.5K |
| Factor Wealth Management LTD | $1.7M | 9,636 | 0.25% | 8q | +32.3%+$404.9K |
| Valeo Financial Advisors, LLC | $1.4M | 8,357 | 0.03% | 32q | -4.2%-$63.0K |
| Farther Finance Advisors, LLC | $1.4M | 8,171 | 0.01% | 16q | -4.4%-$65.2K |
| CoreCap Advisors, LLC | $1.3M | 7,494 | 0.04% | 15q | -7.9%-$110.2K |
| Versant Capital Management, Inc | $1.2M | 6,970 | 0.10% | 27q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $1.2M | 6,558 | 0.17% | 18q | HELD |
| Wedmont Private Capital | $931.6K | 5,102 | 0.02% | 19q | +9.9%+$83.8K |
| Avidian Wealth Enterprises, LLC | $713.6K | 4,145 | 0.02% | 3q | +197.3%+$473.6K |
| Heartwood Wealth Advisors LLC | $655.9K | 3,810 | 0.05% | 23q | HELD |
| Graves Light Lenhart Wealth, Inc. | $634.1K | 3,683 | 0.06% | 24q | -1.4%-$8.8K |
| Sherry Group, Inc. | $492.2K | 2,859 | 0.46% | 4q | +1.1%+$5.2K |
| Trinity Financial Advisors LLC | $482.1K | 2,800 | 0.12% | 10q | HELD |
| Echo45 Advisors LLC | $467.8K | 2,717 | 0.21% | new | NEW |
| Peterson Wealth Advisors, LLC | $449.3K | 2,610 | 0.05% | 4q | HELD |
| Planning Strategies Inc. | $439.9K | 2,555 | 0.26% | 2q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $396.8K | 2,305 | 0.09% | 7q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $379.4K | 2,203 | 0.02% | 4q | -14.2%-$63.0K |
| Sound Income Strategies, LLC | $351.4K | 1,924 | 0.02% | 10q | -18.1%-$77.8K |
| Apella Capital, LLC | $341.4K | 1,922 | 0.00% | 3q | +16.4%+$48.1K |
| RHODES INVESTMENT ADVISORS INC /ADV | $271.5K | 1,577 | 0.19% | new | NEW |
| Boltwood Capital Management | $266.7K | 1,549 | 0.06% | 16q | -6.6%-$18.9K |
| ARMSTRONG ADVISORY GROUP, INC | $256.6K | 1,491 | 0.02% | 16q | HELD |
| BOS Asset Management, LLC | $249.4K | 1,449 | 0.06% | 13q | -53.9%-$291.6K |
| COLLECTIVE FAMILY OFFICE LLC | $244.1K | 1,418 | 0.05% | 3q | HELD |
| Hardin Capital Partners, LLC | $202.5K | 1,176 | 0.10% | new | NEW |
| Investors Research Corp | $196.1K | 1,139 | 0.03% | 26q | HELD |
| Olistico Wealth, LLC | $155.4K | 902 | 0.06% | 16q | HELD |
| Davis Capital Management | $69.0K | 401 | 0.04% | 13q | HELD |
| GAMMA Investing LLC | $58.9K | 342 | 0.00% | 11q | HELD |
| Bullock Wealth Management Group | $47.8K | 272 | 0.02% | 11q | HELD |
| Coastline Trust Co | $43.0K | 250 | 0.00% | 14q | HELD |
| Bank of New Hampshire | $36.2K | 210 | 0.01% | 19q | HELD |
| Frisco Financial Planning LLC | $25.8K | 150 | 0.02% | 3q | HELD |
| Trust Co | $22.4K | 130 | 0.00% | 4q | +64.6%+$8.8K |
| CX Institutional | $5.3K | 30,700 | 0.14% | 16q | +1.4% |
| Rosenberg Matthew Hamilton | $3.4K | 20 | 0.00% | new | NEW |
| Central Pacific Bank - Trust Division | $172 | 1 | 0.00% | 11q | 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 | 43 | $61.1M | 354,415 | 5 | 8 | 11 | 0.0% |
| Q2 2026 | 765 | $3.4B | 22,072,683 | 56 | 204 | 265 | 1.0% |
| Q1 2026 | 781 | $4.1B | 23,102,232 | 139 | 223 | 205 | 1.5% |
| Q4 2025 | 671 | $2.6B | 20,231,199 | 49 | 197 | 197 | 0.6% |
| Q3 2025 | 640 | $2.6B | 20,127,853 | 45 | 193 | 204 | 1.0% |
| Q2 2025 | 652 | $2.5B | 21,041,161 | 30 | 207 | 230 | 0.8% |
| Q1 2025 | 700 | $2.6B | 20,082,462 | 63 | 215 | 232 | 0.6% |
| Q4 2024 | 695 | $3.1B | 25,317,570 | 76 | 245 | 169 | 0.6% |
| Q3 2024 | 626 | $2.6B | 20,998,448 | 53 | 190 | 190 | 0.6% |
| Q2 2024 | 626 | $2.9B | 22,502,734 | 46 | 184 | 194 | 0.4% |
| Q1 2024 | 629 | $3.5B | 26,796,524 | 62 | 189 | 189 | 0.5% |
| Q4 2023 | 625 | $3.0B | 25,203,316 | 52 | 190 | 199 | 0.6% |
| Q3 2023 | 603 | $3.6B | 27,901,588 | 64 | 193 | 151 | 1.7% |
| Q2 2023 | 568 | $2.6B | 20,610,340 | 36 | 155 | 184 | 0.8% |
| Q1 2023 | 564 | $2.5B | 21,324,712 | 35 | 152 | 207 | 0.9% |
| Q4 2022 | 599 | $3.2B | 26,278,840 | 91 | 187 | 141 | 1.6% |
| Q3 2022 | 518 | $2.3B | 22,121,092 | 38 | 164 | 152 | 1.0% |
| Q2 2022 | 549 | $2.4B | 23,944,656 | 56 | 156 | 188 | 1.5% |
| Q1 2022 | 539 | $3.0B | 27,721,579 | 102 | 172 | 149 | 1.6% |
| Q4 2021 | 479 | $2.3B | 28,560,301 | 62 | 157 | 97 | 2.0% |
| Q3 2021 | 408 | $1.9B | 25,493,919 | 21 | 140 | 110 | 1.6% |
| Q2 2021 | 422 | $1.8B | 23,758,678 | 59 | 134 | 116 | 1.4% |
| Q1 2021 | 394 | $1.6B | 23,704,808 | 72 | 123 | 90 | 1.5% |
| Q4 2020 | 344 | $1.1B | 20,842,266 | 66 | 90 | 88 | 2.2% |
| Q3 2020 | 289 | $707.4M | 17,289,993 | 22 | 84 | 100 | 1.3% |
| Q2 2020 | 303 | $903.4M | 17,743,577 | 61 | 100 | 88 | 1.4% |
| Q1 2020 | 284 | $690.2M | 17,943,842 | 65 | 106 | 72 | 0.8% |
| Q4 2019 | 318 | $1.1B | 13,434,986 | 39 | 79 | 107 | 1.6% |
| Q3 2019 | 285 | $991.2M | 12,476,878 | 20 | 76 | 112 | 1.7% |
| Q2 2019 | 318 | $1.1B | 12,874,687 | 30 | 92 | 102 | 3.5% |
| Q1 2019 | 331 | $1.2B | 13,443,760 | 41 | 85 | 113 | 2.1% |
| Q4 2018 | 325 | $1.1B | 14,413,932 | 5 | 8 | 8 | 0.5% |