VANGUARD WORLD FD (VIS)

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

Reporting holders

$34.8M

Reported value

0.0%

Calls

0.0%

Puts

-604

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

Filer	Value	Shares	Their book	Held	Change
Cadent Capital Advisors, LLC	$15.4M	48,030	3.30%	24q	-6.3%-$1.0M
MassMutual Private Wealth & Trust, FSB	$9.9M	30,783	0.26%	32q	-3.6%-$371.2K
PARK NATIONAL CORP /OH/	$2.9M	8,973	0.08%	16q	-6.5%-$200.3K
CONGRESS ASSET MANAGEMENT CO	$1.4M	4,406	0.01%	new	NEW
Valeo Financial Advisors, LLC	$985.2K	3,074	0.02%	6q	HELD
Farther Finance Advisors, LLC	$899.1K	2,805	0.01%	13q	-29.2%-$370.2K
COLLECTIVE FAMILY OFFICE LLC	$872.1K	2,721	0.18%	24q	HELD
Olistico Wealth, LLC	$473.6K	1,478	0.20%	15q	HELD
Wealth Enhancement Trust Services, Inc.	$451.0K	1,407	0.05%	4q	-73.7%-$1.3M
M.E. ALLISON & CO., INC.	$333.3K	1,040	0.19%	8q	HELD
Sound Income Strategies, LLC	$304.6K	944	0.01%	9q	-0.9%-$2.9K
Avidian Wealth Enterprises, LLC	$212.7K	664	0.01%	3q	HELD
ARMSTRONG ADVISORY GROUP, INC	$186.2K	581	0.01%	16q	HELD
ELEVATION WEALTH PARTNERS, LLC	$105.2K	328	0.03%	15q	HELD
Davis Capital Management	$104.5K	326	0.06%	13q	HELD
EASTERN BANK	$94.9K	296	0.00%	8q	HELD
Rosenberg Matthew Hamilton	$46.2K	144	0.01%	10q	HELD
Roxbury Financial LLC	$41.9K	131	0.03%	8q	HELD
Bullock Wealth Management Group	$33.0K	102	0.01%	11q	HELD
GAMMA Investing LLC	$32.1K	100	0.00%	3q	HELD
VALLEY WEALTH MANAGERS, INC.	$24.4K	76	0.00%	new	NEW
GK Wealth Management LLC	$16.5K	51	0.01%	new	NEW
CoreCap Advisors, LLC	$5.1K	16	0.00%	4q	-79.5%-$19.9K
Central Pacific Bank - Trust Division	$2.9K	9	0.00%	11q	HELD
CX Institutional	$17	54	0.00%	8q	+1.9%
Polaris Financial Partners	$11	34	0.00%	new	FIRST

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	24	$34.8M	108,485	3	0	7	0.0%
Q2 2026	628	$4.8B	13,344,905	64	179	156	0.2%
Q1 2026	599	$4.2B	13,364,262	62	161	148	0.1%
Q4 2025	572	$3.6B	12,232,216	56	152	137	0.0%
Q3 2025	521	$3.6B	12,103,362	32	127	145	0.1%
Q2 2025	526	$3.4B	12,193,813	70	122	155	0.1%
Q1 2025	488	$2.8B	11,255,728	42	137	133	0.2%
Q4 2024	503	$3.1B	12,237,672	40	154	117	0.0%
Q3 2024	460	$3.2B	12,286,414	40	115	134	0.0%
Q2 2024	460	$2.9B	12,352,305	36	112	133	0.0%
Q1 2024	452	$3.1B	12,885,706	60	122	122	0.0%
Q4 2023	426	$2.5B	11,433,406	44	95	141	0.1%
Q3 2023	399	$2.5B	12,790,337	36	119	99	0.1%
Q2 2023	387	$2.5B	11,459,187	31	96	120	0.1%
Q1 2023	388	$2.1B	11,102,161	34	88	130	0.1%
Q4 2022	386	$2.1B	11,269,702	55	116	106	0.1%
Q3 2022	341	$1.7B	10,527,859	24	82	108	0.0%
Q2 2022	354	$1.7B	10,210,692	28	78	117	0.1%
Q1 2022	382	$2.9B	14,983,676	29	110	107	0.1%
Q4 2021	391	$3.3B	16,072,931	49	119	70	0.3%
Q3 2021	332	$3.2B	16,791,892	26	113	82	0.1%
Q2 2021	327	$3.2B	16,082,735	34	124	70	0.1%
Q1 2021	324	$3.0B	15,581,248	54	124	68	0.0%
Q4 2020	294	$2.3B	13,731,819	43	93	62	0.1%
Q3 2020	251	$1.9B	13,133,320	39	61	79	0.1%
Q2 2020	233	$1.7B	13,231,526	39	50	86	0.0%
Q1 2020	228	$1.6B	14,345,587	32	56	86	0.0%
Q4 2019	258	$2.2B	14,535,470	39	65	61	0.0%
Q3 2019	211	$2.3B	15,536,764	16	57	63	0.1%
Q2 2019	216	$2.3B	16,063,110	23	53	63	0.2%
Q1 2019	221	$2.3B	16,415,847	29	58	71	0.1%
Q4 2018	212	$2.0B	16,692,622	3	3	6	0.0%