DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
VIS

VANGUARD WORLD FD

622 institutions still hold VANGUARD WORLD FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92204A603·Exchange Traded Fund·622 13F holders·last filed Mar 31, 2026
Market cap
1.7%
vs prior quarter
13F value held
$2.9B
79.0% inst. owned
of float
Holders
622
-28 QoQ
filers reporting
Activity
+32 / −107
+806 added · −864 reduced
this quarter
Concentration
42.07%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

622 institutions reported VIS in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 42.1% of the visible book. -28 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.2B3.9M0.09%Q1 2026
02
PGIM Custom Harvest LLC
CIK 0001845793
$315M1.0M4.91%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$267M856K0.02%Q1 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$201M643K0.04%Q1 2026
05
UBS Group AG
CIK 0001610520
$117M375K0.02%Q1 2026
06
Beacon Capital Management, Inc.
CIK 0001575301
$102M325K5.71%Q1 2026
07
LPL Financial LLC
CIK 0001403438
$91M293K0.02%Q1 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$85M271K0.02%Q1 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$79M253K0.02%Q1 2026
10
STIFEL FINANCIAL CORP
CIK 0000720672
$50M159K0.05%Q1 2026
11
ROYAL BANK OF CANADA
CIK 0001000275
$47M149K0.01%Q1 2026
12
AMERIPRISE FINANCIAL INC
CIK 0000820027
$46M148K0.01%Q1 2026
13
HighTower Advisors, LLC
CIK 0001462245
$45M145K0.05%Q1 2026
14
Compass Financial Group, INC/SD
CIK 0001964835
$44M142K6.22%Q1 2026
15
JPMORGAN CHASE & CO
CIK 0000019617
$41M135K0.00%Q1 2026
16
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$37M118K0.02%Q1 2026
17
Lido Advisors, LLC
CIK 0001650150
$34M110K0.11%Q1 2026
18
Cetera Investment Advisers
CIK 0001666741
$31M100K0.03%Q1 2026
19
Rockefeller Capital Management L.P.
CIK 0001739439
$29M93K0.05%Q1 2026
20
KCM INVESTMENT ADVISORS LLC
CIK 0001109228
$27M87K0.90%Q1 2026
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