VANGUARD WORLD FD (VOX)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
21
Reporting holders
$69.6M
Reported value
0.0%
Calls
0.0%
Puts
-491
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 | $36.8M | 192,879 | 2.21% | 16q | +0.9%+$317.1K |
| PARK NATIONAL CORP /OH/ | $15.3M | 80,262 | 0.41% | 16q | +2.6%+$391.7K |
| MassMutual Private Wealth & Trust, FSB | $10.0M | 52,300 | 0.26% | 32q | -2.3%-$236.1K |
| First Citizens Financial Corp | $1.4M | 7,207 | 0.58% | 14q | HELD |
| Valeo Financial Advisors, LLC | $1.3M | 6,759 | 0.03% | 10q | -8.8%-$124.6K |
| City Center Advisors, LLC | $783.1K | 4,109 | 0.60% | 11q | -28.8%-$316.2K |
| Peoples Bank/KS | $778.6K | 4,085 | 0.76% | 9q | -2.3%-$18.1K |
| Farther Finance Advisors, LLC | $668.6K | 3,508 | 0.00% | 13q | -22.9%-$198.6K |
| EASTERN BANK | $605.7K | 3,178 | 0.01% | 7q | +6.7%+$38.1K |
| M.E. ALLISON & CO., INC. | $403.3K | 2,116 | 0.23% | 8q | HELD |
| Boltwood Capital Management | $361.2K | 1,895 | 0.08% | 32q | -1.7%-$6.1K |
| Peterson Wealth Advisors, LLC | $337.3K | 1,770 | 0.04% | 4q | HELD |
| COLLECTIVE FAMILY OFFICE LLC | $319.8K | 1,678 | 0.07% | 24q | HELD |
| Olistico Wealth, LLC | $247.8K | 1,300 | 0.10% | 10q | HELD |
| Bullock Wealth Management Group | $198.0K | 1,048 | 0.08% | 11q | HELD |
| Versant Capital Management, Inc | $67.5K | 354 | 0.01% | 12q | HELD |
| CoreCap Advisors, LLC | $65.9K | 346 | 0.00% | 11q | HELD |
| Rosenberg Matthew Hamilton | $48.6K | 255 | 0.01% | 10q | HELD |
| Davis Capital Management | $20.6K | 108 | 0.01% | 13q | HELD |
| Bank of New Hampshire | $18.9K | 99 | 0.00% | new | NEW |
| Trust Co | $2.1K | 11 | 0.00% | 3q | HELD |
| CX Institutional | $1.7K | 8,792 | 0.05% | 10q | +1.6% |
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 | 21 | $69.6M | 365,267 | 1 | 3 | 6 | 0.0% |
| Q2 2026 | 512 | $3.4B | 17,937,727 | 42 | 142 | 145 | 3.6% |
| Q1 2026 | 502 | $3.3B | 18,076,281 | 43 | 126 | 156 | 2.2% |
| Q4 2025 | 516 | $3.5B | 17,388,407 | 55 | 137 | 148 | 2.8% |
| Q3 2025 | 478 | $3.4B | 17,459,366 | 50 | 121 | 148 | 2.9% |
| Q2 2025 | 466 | $3.1B | 17,818,833 | 50 | 130 | 143 | 2.7% |
| Q1 2025 | 444 | $2.5B | 16,319,482 | 45 | 107 | 165 | 3.1% |
| Q4 2024 | 451 | $2.7B | 17,150,046 | 32 | 132 | 134 | 3.2% |
| Q3 2024 | 437 | $3.0B | 19,767,928 | 42 | 109 | 151 | 3.0% |
| Q2 2024 | 420 | $3.0B | 20,976,430 | 46 | 121 | 142 | 3.5% |
| Q1 2024 | 402 | $3.1B | 22,645,140 | 51 | 111 | 133 | 3.3% |
| Q4 2023 | 384 | $2.7B | 20,681,349 | 52 | 99 | 126 | 8.5% |
| Q3 2023 | 355 | $2.1B | 19,285,132 | 36 | 119 | 102 | 2.9% |
| Q2 2023 | 355 | $2.0B | 16,352,104 | 49 | 92 | 117 | 7.0% |
| Q1 2023 | 326 | $1.7B | 15,471,200 | 60 | 78 | 119 | 10.0% |
| Q4 2022 | 316 | $1.4B | 16,355,082 | 59 | 85 | 108 | 3.9% |
| Q3 2022 | 298 | $1.2B | 14,585,452 | 32 | 89 | 109 | 3.4% |
| Q2 2022 | 327 | $1.5B | 15,480,140 | 48 | 105 | 103 | 3.2% |
| Q1 2022 | 334 | $2.4B | 19,674,759 | 38 | 113 | 97 | 0.9% |
| Q4 2021 | 343 | $2.6B | 19,190,504 | 33 | 111 | 86 | 0.4% |
| Q3 2021 | 333 | $3.0B | 21,284,222 | 46 | 114 | 67 | 0.4% |
| Q2 2021 | 306 | $2.6B | 17,026,289 | 35 | 117 | 70 | 0.4% |
| Q1 2021 | 298 | $2.3B | 17,939,138 | 37 | 107 | 79 | 0.4% |
| Q4 2020 | 273 | $2.1B | 17,534,100 | 27 | 88 | 76 | 0.3% |
| Q3 2020 | 246 | $1.7B | 16,275,155 | 26 | 88 | 69 | 0.3% |
| Q2 2020 | 229 | $1.5B | 16,398,844 | 33 | 80 | 67 | 0.2% |
| Q1 2020 | 218 | $1.0B | 13,741,188 | 31 | 80 | 61 | 0.2% |
| Q4 2019 | 231 | $1.4B | 14,784,547 | 25 | 69 | 74 | 0.1% |
| Q3 2019 | 208 | $1.4B | 16,502,232 | 27 | 63 | 64 | 0.1% |
| Q2 2019 | 199 | $1.3B | 14,625,539 | 28 | 76 | 49 | 0.4% |
| Q1 2019 | 192 | $1.1B | 12,813,476 | 32 | 71 | 46 | 0.6% |
| Q4 2018 | 175 | $567.2M | 7,593,525 | 6 | 3 | 3 | 0.7% |