HolderBook

VANGUARD WORLD FD (VFH)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

37
Reporting holders
$41.9M
Reported value
0.0%
Calls
0.0%
Puts
-725
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

Download these holders as CSV

FilerValueShares Their book Held Change
SEARCY FINANCIAL SERVICES INC /ADV$14.6M112,0025.21%7q-1.8%-$274.5K
MassMutual Private Wealth & Trust, FSB$13.5M104,0220.36%32q-4.2%-$598.7K
PARK NATIONAL CORP /OH/$3.2M24,4580.09%16q-10.4%-$367.4K
Farther Finance Advisors, LLC$1.8M13,8130.01%16q-21.2%-$482.6K
Apella Capital, LLC$1.0M7,9800.01%3q+433.8%+$848.8K
Valeo Financial Advisors, LLC$851.4K6,5450.02%6q-4.4%-$39.2K
ZynergyRetirementPlanningLLC$631.7K4,8560.34%10q-1.3%-$8.2K
Williams & Novak Wealth Management, LLC$555.5K4,2700.33%12qHELD
Venture Visionary Partners LLC$523.7K4,0250.01%24q-3.8%-$20.7K
First Heartland Consultants, Inc.$477.0K3,6670.03%9qHELD
Wedmont Private Capital$443.3K3,3550.01%20qHELD
Galvin, Gaustad & Stein, LLC$441.4K3,3930.03%24q-4.2%-$19.5K
Acropolis Investment Management, LLC$403.5K3,1020.02%20q-50.2%-$406.4K
Breakwater Capital Group$351.4K2,7010.04%12qHELD
Peterson Wealth Advisors, LLC$342.5K2,6330.04%4qHELD
Hardin Capital Partners, LLC$329.8K2,5350.16%newNEW
Planning Strategies Inc.$312.0K2,3980.18%2q-3.0%-$9.8K
Boltwood Capital Management$264.7K2,0350.06%9q+1.9%+$4.9K
BOS Asset Management, LLC$251.8K1,9360.06%16qHELD
INSPIRION WEALTH ADVISORS, LLC$240.7K1,8500.03%4qHELD
CHAPIN DAVIS, INC.$233.6K1,7960.04%15qHELD
Cooper Financial Group$207.8K1,5970.02%newNEW
Aventus Investment Advisors, Inc.$192.5K1,4800.14%6qHELD
CoreCap Advisors, LLC$167.7K1,2890.00%11q+3.5%+$5.7K
ARMSTRONG ADVISORY GROUP, INC$138.2K1,0620.01%16qHELD
Bangor Savings Bank$101.7K7820.01%2qHELD
Davis Capital Management$76.9K5910.05%13qHELD
GAMMA Investing LLC$74.2K5700.00%9qHELD
Bullock Wealth Management Group$63.3K4860.03%11qHELD
Rosenberg Matthew Hamilton$44.9K3450.01%10qHELD
Grove Bank & Trust$43.2K3320.00%6qHELD
Ayalon Insurance Comp Ltd.$23.2K178,0311.92%32qHELD
AMERICAN NATIONAL BANK & TRUST$19.0K1460.00%6qHELD
FIRST COMMUNITY TRUST NA$15.6K1200.01%3qHELD
TOTH FINANCIAL ADVISORY CORP$13.7K1050.00%17qHELD
Olistico Wealth, LLC$5.1K390.00%4qHELD
Central Pacific Bank - Trust Division$1.7K130.00%11qHELD
TOMPKINS FINANCIAL CORP$13010.00%3qHELD
CX Institutional$1027810.00%7q+3.7%
Polaris Financial Partners$665030.03%newFIRST

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202637$41.9M322,33023100.0%
Q2 2026762$6.7B51,199,348731932220.2%
Q1 2026740$6.9B57,183,788551902300.1%
Q4 2025753$7.1B52,991,385592201910.1%
Q3 2025708$7.0B53,091,259491822080.1%
Q2 2025708$6.8B53,327,872611712150.2%
Q1 2025705$6.3B52,958,407532261870.2%
Q4 2024707$6.3B52,953,412702141580.1%
Q3 2024634$5.8B53,057,817501721910.1%
Q2 2024617$5.1B51,436,261471431970.2%
Q1 2024626$5.6B54,519,019791561900.2%
Q4 2023591$5.6B60,639,955531342040.1%
Q3 2023548$4.7B58,911,525511561790.1%
Q2 2023532$4.2B51,881,305451251940.2%
Q1 2023531$4.0B50,675,169321341980.2%
Q4 2022581$4.7B56,301,119541761570.1%
Q3 2022547$4.1B54,918,302401351770.2%
Q2 2022567$4.3B55,708,127441631890.2%
Q1 2022606$6.7B71,648,155582351490.1%
Q4 2021608$6.8B70,150,437612181040.2%
Q3 2021532$6.4B69,082,965511721370.2%
Q2 2021512$6.3B69,291,381511831180.1%
Q1 2021497$5.6B65,716,846791691160.1%
Q4 2020439$4.2B58,082,295611121320.1%
Q3 2020374$3.2B55,235,524401071230.1%
Q2 2020358$3.5B60,814,82553791490.1%
Q1 2020350$3.1B61,891,32135801500.1%
Q4 2019406$4.9B63,674,341381131160.1%
Q3 2019360$4.2B59,403,76233921320.1%
Q2 2019363$4.4B63,002,225281091290.2%
Q1 2019376$3.9B60,864,01242921350.2%
Q4 2018378$3.4B56,691,8215580.1%