VANGUARD WORLD FD (VEXC)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
21
Reporting holders
$39.5M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | $11.7M | 122,148 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.9M | 71,479 | 0.00% | 3q | +544.2%+$5.8M |
| CHANNEL WEALTH LLC | $6.4M | 66,654 | 1.44% | 2q | -16.2%-$1.2M |
| Marotta Asset Management | $4.0M | 41,864 | 0.66% | 2q | +161.1%+$2.4M |
| ROYAL BANK OF CANADA | $2.4M | 24,780 | 0.00% | 2q | -17.4%-$499.6K |
| VestGen Advisors, LLC | $1.7M | 18,079 | 0.05% | new | NEW |
| STIFEL FINANCIAL CORP | $1.4M | 14,802 | 0.00% | 2q | +52.4%+$488.8K |
| Rydar Equities, Inc. | $1.3M | 21,761 | 0.71% | new | NEW |
| OLD MISSION CAPITAL LLC | $848.3K | 8,835 | 0.01% | 3q | -83.9%-$4.4M |
| Sage Capital Advisors,llc | $821.8K | 8,558 | 0.17% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $654.7K | 6,818 | 0.00% | 2q | +91.7%+$313.1K |
| RAYMOND JAMES FINANCIAL INC | $547.1K | 5,698 | 0.00% | new | NEW |
| Empower Advisory Group, LLC | $488.9K | 5,092 | 0.00% | 3q | +49.2%+$161.1K |
| Clark Asset Management, LLC | $269.4K | 2,806 | 0.02% | 2q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $42.1K | 438 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $33.0K | 344 | 0.00% | 3q | HELD |
| Fairway Wealth LLC | $28.9K | 301 | 0.01% | 2q | +103.4%+$14.7K |
| Clearstead Advisors, LLC | $27.8K | 289 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $17.8K | 185 | 0.00% | 3q | HELD |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $7.6K | 78,640 | 1.87% | 2q | -0.7% |
| MORGAN STANLEY | $3.2K | 33 | 0.00% | new | NEW |
| Summit Global Investments | $2.2K | 23,043 | 0.12% | 3q | +23.5% |
| VANGUARD ADVISERS INC | $752 | 8 | 0.00% | 2q | +300.0% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 21 | $39.5M | 420,972 | 6 | 7 | 3 | 0.0% |
| Q1 2026 | 21 | $44.8M | 500,170 | 13 | 6 | 1 | 0.9% |
| Q4 2025 | 8 | $30.6M | 383,498 | 8 | 0 | 0 | 0.0% |