# VANGUARD WORLD FD (VIS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VIS/

- Reporting holders: 24
- Reported value: $34.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $15.4M | 48,030 | 3.3% | 24 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $9.9M | 30,783 | 0.3% | 32 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $2.9M | 8,973 | 0.1% | 16 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $1.4M | 4,406 | 0.0% | 1 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $985.2K | 3,074 | 0.0% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $899.1K | 2,805 | 0.0% | 13 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $872.1K | 2,721 | 0.2% | 24 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $473.6K | 1,478 | 0.2% | 15 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $451.0K | 1,407 | 0.0% | 4 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $333.3K | 1,040 | 0.2% | 8 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $304.6K | 944 | 0.0% | 9 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $212.7K | 664 | 0.0% | 3 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $186.2K | 581 | 0.0% | 16 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $105.2K | 328 | 0.0% | 15 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $104.5K | 326 | 0.1% | 13 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $94.9K | 296 | 0.0% | 8 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $46.2K | 144 | 0.0% | 10 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $41.9K | 131 | 0.0% | 8 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $33.0K | 102 | 0.0% | 11 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $32.1K | 100 | 0.0% | 3 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $24.4K | 76 | 0.0% | 1 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $16.5K | 51 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $5.1K | 16 | 0.0% | 4 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $2.9K | 9 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $17 | 54 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 24 | $34.8M |
| Q2 2026 | 628 | $4.8B |
| Q1 2026 | 599 | $4.2B |
| Q4 2025 | 572 | $3.6B |
| Q3 2025 | 521 | $3.6B |
| Q2 2025 | 526 | $3.4B |
| Q1 2025 | 488 | $2.8B |
| Q4 2024 | 503 | $3.1B |
| Q3 2024 | 460 | $3.2B |
| Q2 2024 | 460 | $2.9B |
| Q1 2024 | 452 | $3.1B |
| Q4 2023 | 426 | $2.5B |

