VANGUARD WORLD FD (VGT)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
126
Reporting holders
$575.8M
Reported value
0.0%
Calls
0.0%
Puts
-2,080
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 |
|---|---|---|---|---|---|
| ARMSTRONG ADVISORY GROUP, INC | $129.4M | 1,029,699 | 7.79% | 16q | HELD |
| PARK NATIONAL CORP /OH/ | $52.6M | 418,794 | 1.43% | 16q | -2.5%-$1.3M |
| MassMutual Private Wealth & Trust, FSB | $43.6M | 347,000 | 1.15% | 32q | -1.3%-$557.5K |
| Wealth Group Ltd | $33.9M | 264,455 | 6.28% | 12q | -0.6%-$204.0K |
| Marotta Asset Management | $33.4M | 265,444 | 5.66% | 27q | -10.6%-$4.0M |
| Capital Advisors Wealth Management, LLC | $31.2M | 248,225 | 3.51% | 23q | HELD |
| KWMG, LLC | $24.1M | 191,540 | 1.73% | 28q | +1.4%+$343.5K |
| Farther Finance Advisors, LLC | $21.9M | 174,513 | 0.15% | 16q | +5.5%+$1.1M |
| CoreCap Advisors, LLC | $19.2M | 152,404 | 0.55% | 19q | -1.3%-$248.5K |
| Wedmont Private Capital | $17.2M | 135,352 | 0.41% | 20q | +15.2%+$2.3M |
| THRYVE WEALTH MANAGEMENT LLC | $17.1M | 135,693 | 9.52% | 4q | +14.1%+$2.1M |
| TITLEIST ASSET MANAGEMENT, LLC | $15.0M | 119,078 | 0.97% | 15q | -8.7%-$1.4M |
| Olistico Wealth, LLC | $14.5M | 115,564 | 6.07% | 16q | -79.7%-$56.9M |
| Capital Planning LLC | $14.0M | 111,740 | 3.73% | 24q | -2.3%-$334.3K |
| Go Invest LLC | $9.1M | 72,352 | 1.92% | 4q | +20.3%+$1.5M |
| Bank of New Hampshire | $8.9M | 70,594 | 1.92% | 22q | -1.8%-$160.6K |
| Avidian Wealth Enterprises, LLC | $7.9M | 62,600 | 0.22% | 20q | +12.9%+$906.3K |
| Shira Ridge Wealth Management | $5.0M | 39,996 | 1.75% | 16q | -0.5%-$27.6K |
| Valeo Financial Advisors, LLC | $4.8M | 37,909 | 0.10% | 32q | HELD |
| Apella Capital, LLC | $3.6M | 27,971 | 0.05% | 24q | HELD |
| Retireful, LLC | $3.4M | 27,162 | 2.94% | 6q | +11.6%+$354.4K |
| HF Advisory Group, LLC | $2.8M | 22,376 | 0.84% | 16q | -2.9%-$85.5K |
| Venture Visionary Partners LLC | $2.6M | 20,725 | 0.07% | 24q | +2.7%+$69.6K |
| McNaughton Wealth Management, LLC | $2.2M | 17,513 | 0.77% | 25q | -3.1%-$70.2K |
| RIVERSEDGE ADVISORS, LLC | $2.0M | 15,881 | 0.25% | 17q | -0.8%-$15.3K |
| Aventus Investment Advisors, Inc. | $1.9M | 15,184 | 1.39% | 6q | HELD |
| BOS Asset Management, LLC | $1.8M | 14,552 | 0.43% | 11q | HELD |
| ROCKLAND TRUST CO | $1.8M | 14,464 | 0.07% | 32q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $1.8M | 13,982 | 0.10% | 32q | +8.9%+$142.9K |
| INSPIRION WEALTH ADVISORS, LLC | $1.7M | 13,207 | 0.19% | 11q | +6.7%+$104.8K |
| Sherry Group, Inc. | $1.5M | 12,306 | 1.45% | 4q | +0.7%+$11.3K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $1.5M | 12,101 | 0.22% | 16q | -3.9%-$61.1K |
| Acropolis Investment Management, LLC | $1.5M | 11,779 | 0.06% | 29q | -7.0%-$112.0K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.4M | 11,088 | 0.02% | 16q | +29.8%+$319.8K |
| Heartwood Wealth Advisors LLC | $1.3M | 10,008 | 0.10% | 2q | HELD |
| CHAPIN DAVIS, INC. | $1.2M | 9,943 | 0.24% | 16q | HELD |
| MFA WEALTH ADVISORS, LLC | $1.2M | 9,932 | 0.21% | 16q | -6.1%-$81.2K |
| M.E. ALLISON & CO., INC. | $1.2M | 9,859 | 0.69% | 8q | -0.5%-$6.3K |
| Balefire, LLC | $1.2M | 9,185 | 0.18% | 3q | +54.2%+$405.8K |
| Everhart Financial Group, Inc. | $1.1M | 8,901 | 0.07% | 10q | HELD |
| Councilor Wealth, LLC | $1.1M | 8,702 | 0.45% | 12q | HELD |
| Cadent Capital Advisors, LLC | $1.0M | 8,247 | 0.22% | 11q | -52.8%-$1.2M |
| Cooper Financial Group | $1.0M | 8,141 | 0.08% | 12q | +122.0%+$562.3K |
| Quintet Private Bank (Europe) S.A. | $1.0M | 8,000 | 0.04% | 16q | HELD |
| EASTERN BANK | $935.7K | 7,446 | 0.01% | 9q | +4.5%+$40.7K |
| TILIA FIDUCIARY PARTNERS, INC. | $932.5K | 7,420 | 0.21% | 11q | +100.0%+$466.2K |
| PRIVATE CLIENT SERVICES, LLC | $914.7K | 7,278 | 0.25% | 12q | +7.7%+$65.2K |
| Dorato Capital Management | $878.6K | 6,791 | 0.59% | 4q | -9.1%-$87.6K |
| Graves Light Lenhart Wealth, Inc. | $723.6K | 5,758 | 0.07% | 15q | -26.5%-$261.4K |
| Friday Financial | $700.1K | 5,512 | 0.14% | 4q | HELD |
| Veery Capital, LLC | $694.8K | 5,529 | 0.19% | new | NEW |
| Sound Income Strategies, LLC | $690.5K | 5,426 | 0.03% | 32q | +16.2%+$96.1K |
| ECLECTIC ASSOCIATES INC /ADV | $660.6K | 5,256 | 0.07% | 8q | HELD |
| Baron Financial Group, LLC | $631.4K | 5,024 | 0.31% | 25q | HELD |
| SAPIENT CAPITAL LLC | $610.3K | 4,856 | 0.01% | 12q | -52.7%-$680.6K |
| COLLECTIVE FAMILY OFFICE LLC | $606.9K | 4,829 | 0.13% | 24q | +2.7%+$15.7K |
| Hamilton Capital, LLC | $596.2K | 4,744 | 0.03% | 2q | HELD |
| RVW Wealth, LLC | $566.0K | 4,504 | 0.04% | 20q | -1.2%-$7.0K |
| Gradient Investments LLC | $557.9K | 4,439 | 0.01% | 5q | -17.1%-$114.7K |
| Boltwood Capital Management | $545.5K | 4,341 | 0.12% | 32q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $535.9K | 4,264 | 0.08% | 14q | HELD |
| Grove Bank & Trust | $527.8K | 4,200 | 0.05% | 29q | HELD |
| TrueWealth Advisors, LLC | $526.8K | 4,192 | 0.12% | 15q | HELD |
| Taylor & Morgan Wealth Management, LLC | $517.8K | 4,120 | 0.25% | 20q | HELD |
| Rosenberg Matthew Hamilton | $509.7K | 4,056 | 0.09% | 27q | +1.4%+$7.0K |
| Bullock Wealth Management Group | $509.4K | 4,011 | 0.21% | 11q | HELD |
| GAMMA Investing LLC | $493.8K | 3,929 | 0.02% | 12q | +0.8%+$4.1K |
| Stonebridge Financial Group, LLC | $478.0K | 3,803 | 0.04% | 8q | HELD |
| PFW Advisors LLC | $469.5K | 3,736 | 0.14% | 11q | HELD |
| Apeiron RIA LLC | $458.5K | 3,610 | 0.10% | 12q | HELD |
| Atlas Brown,Inc. | $453.6K | 3,609 | 0.12% | 11q | HELD |
| Peterson Wealth Advisors, LLC | $439.8K | 3,500 | 0.05% | 4q | HELD |
| Pathway Financial Advisors LLC | $428.0K | 3,406 | 0.05% | 31q | -85.3%-$2.5M |
| Marquette Asset Management, LLC | $427.2K | 3,399 | 0.06% | 5q | HELD |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $415.5K | 3,306 | 0.22% | 16q | HELD |
| Echo45 Advisors LLC | $401.9K | 3,198 | 0.18% | new | NEW |
| Crumly & Associates Inc. | $398.6K | 3,172 | 0.07% | 6q | +9.5%+$34.7K |
| YHB Investment Advisors, Inc. | $396.2K | 3,152 | 0.02% | 6q | -1.6%-$6.3K |
| Pioneer Wealth Management Group | $391.1K | 3,112 | 0.09% | 5q | +6.1%+$22.4K |
| Gerald Baker Financial Group LLC | $385.1K | 3,065 | 0.11% | 3q | HELD |
| Castle Rock Wealth Management, LLC | $382.4K | 2,946 | 0.07% | 6q | HELD |
| O'Keefe Stevens Advisory, Inc. | $379.9K | 3,023 | 0.08% | new | NEW |
| Galvin, Gaustad & Stein, LLC | $378.2K | 3,009 | 0.03% | 24q | -53.8%-$440.9K |
| Beacon Wealthcare LLC | $375.0K | 2,984 | 0.12% | 10q | HELD |
| Williams & Novak Wealth Management, LLC | $371.1K | 2,953 | 0.22% | 10q | HELD |
| KFA Private Wealth Group, LLC | $357.3K | 2,842 | 0.08% | new | NEW |
| DIVERSIFIED MANAGEMENT INC | $352.9K | 2,808 | 0.06% | 4q | HELD |
| Plan A Wealth LLC | $350.3K | 2,787 | 0.13% | new | NEW |
| Weaver Consulting Group | $341.3K | 2,715 | 0.07% | 6q | HELD |
| Davis Capital Management | $332.1K | 2,643 | 0.20% | 13q | +20.2%+$55.8K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $330.3K | 2,628 | 0.08% | 7q | -17.9%-$72.1K |
| Athena Wealth Management, LLC | $326.6K | 2,599 | 0.23% | 4q | HELD |
| LifeGoal Investments, LLC | $312.4K | 2,486 | 0.10% | new | NEW |
| EPIQ PARTNERS, LLC | $287.5K | 2,288 | 0.12% | 2q | HELD |
| Koenig Investment Advisory, LLC | $286.4K | 2,279 | 0.21% | 2q | -2.2%-$6.4K |
| Ballew Advisors, Inc | $281.3K | 2,192 | 0.14% | 6q | HELD |
| Private Capital Advisors, Inc. | $274.0K | 2,180 | 0.02% | 2q | HELD |
| Bath Savings Trust Co | $261.1K | 2,078 | 0.03% | 2q | HELD |
| Montecito Bank & Trust | $251.3K | 2,000 | 0.04% | 2q | HELD |
| Trinity Financial Advisors LLC | $250.2K | 1,991 | 0.06% | 2q | HELD |
Showing the largest 100 of 131 reported holders.
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 | 126 | $575.8M | 4,572,599 | 10 | 27 | 34 | 0.0% |
| Q2 2026 | 2,206 | $54.6B | 450,451,960 | 284 | 1,859 | 20 | 1.7% |
| Q1 2026 | 1,978 | $37.2B | 53,919,201 | 91 | 581 | 635 | 1.7% |
| Q4 2025 | 2,033 | $39.6B | 51,730,682 | 120 | 559 | 574 | 1.9% |
| Q3 2025 | 1,862 | $44.4B | 58,810,838 | 141 | 521 | 530 | 1.2% |
| Q2 2025 | 1,791 | $34.3B | 50,436,505 | 176 | 555 | 482 | 2.5% |
| Q1 2025 | 1,674 | $27.1B | 48,260,503 | 86 | 524 | 522 | 3.2% |
| Q4 2024 | 1,745 | $31.1B | 48,555,514 | 113 | 497 | 452 | 2.9% |
| Q3 2024 | 1,575 | $31.4B | 52,561,739 | 111 | 464 | 451 | 2.0% |
| Q2 2024 | 1,535 | $30.1B | 51,674,693 | 136 | 440 | 402 | 1.0% |
| Q1 2024 | 1,461 | $29.3B | 55,174,239 | 126 | 443 | 444 | 1.1% |
| Q4 2023 | 1,398 | $26.2B | 53,445,622 | 129 | 361 | 410 | 1.1% |
| Q3 2023 | 1,251 | $19.3B | 45,908,979 | 62 | 353 | 362 | 1.1% |
| Q2 2023 | 1,273 | $21.3B | 47,338,177 | 103 | 317 | 440 | 1.2% |
| Q1 2023 | 1,197 | $19.6B | 50,188,372 | 122 | 312 | 392 | 0.9% |
| Q4 2022 | 1,144 | $16.9B | 52,071,217 | 85 | 313 | 361 | 1.0% |
| Q3 2022 | 1,065 | $15.2B | 48,695,500 | 56 | 315 | 340 | 1.1% |
| Q2 2022 | 1,093 | $16.6B | 50,106,601 | 57 | 307 | 390 | 1.0% |
| Q1 2022 | 1,184 | $20.2B | 48,194,959 | 58 | 352 | 410 | 0.8% |
| Q4 2021 | 1,225 | $23.7B | 51,215,971 | 107 | 367 | 280 | 0.9% |
| Q3 2021 | 1,048 | $19.9B | 49,413,501 | 69 | 318 | 268 | 0.5% |
| Q2 2021 | 1,017 | $20.1B | 50,333,754 | 88 | 306 | 292 | 0.4% |
| Q1 2021 | 975 | $17.9B | 49,868,917 | 52 | 287 | 348 | 0.3% |
| Q4 2020 | 991 | $18.5B | 52,276,238 | 77 | 261 | 283 | 0.3% |
| Q3 2020 | 873 | $15.8B | 50,694,209 | 81 | 256 | 289 | 0.4% |
| Q2 2020 | 822 | $14.9B | 53,433,352 | 110 | 258 | 232 | 0.2% |
| Q1 2020 | 768 | $10.1B | 49,141,716 | 91 | 241 | 258 | 0.1% |
| Q4 2019 | 752 | $12.0B | 48,853,786 | 86 | 213 | 178 | 0.1% |
| Q3 2019 | 625 | $10.1B | 46,635,870 | 45 | 167 | 192 | 0.2% |
| Q2 2019 | 616 | $9.8B | 46,127,852 | 62 | 161 | 196 | 0.3% |
| Q1 2019 | 609 | $9.5B | 47,291,123 | 66 | 154 | 207 | 0.1% |
| Q4 2018 | 584 | $9.1B | 54,446,884 | 4 | 7 | 12 | 0.1% |