13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
VSGX

VANGUARD WORLD FD

467 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 921910725·467 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.5%
vs prior quarter
13F value held
$966M
72.0% inst. owned
of float
Holders
467
+82 QoQ
filers reporting
Activity
+84 / −32
+799 added · −757 reduced
this quarter
Concentration
29.86%
VANGUARD ADVISERS INC #1
top holder share
AI Holders Summary · Q1 2026

467 institutions reported VSGX in Q1 2026. VANGUARD ADVISERS INC leads at 29.9% of the visible book. +82 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
VANGUARD ADVISERS INC
CIK 0000947529
$289M4.0M1.13%Q1 202602
MORGAN STANLEY
CIK 0000895421
$113M1.6M0.01%Q1 202603
Creative Planning
CIK 0001540235
$113M1.6M0.08%Q1 202604
Leo Wealth, LLC
CIK 0001912202
$50M694K3.61%Q1 202605
Harpswell Capital Advisors, LLC
CIK 0001806630
$41M573K30.62%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$41M572K0.01%Q1 202607
IMA Advisory Services, Inc.
CIK 0001455495
$34M479K3.36%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$32M442K0.01%Q1 202609
SCS Capital Management LLC
CIK 0001303159
$31M439K0.33%Q1 202610
Boston Trust Walden Corp
CIK 0001534866
$29M397K0.23%Q1 202611
Apella Capital, LLC
CIK 0001801507
$24M304K0.36%Q1 202612
Facet Wealth, Inc.
CIK 0001748271
$23M316K0.39%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$22M312K0.01%Q1 202614
Prime Buchholz LLC
CIK 0002051999
$21M288K10.79%Q1 202615
Sellwood Investment Partners LLC
CIK 0001763958
$20M274K7.74%Q1 202616
Cerity Partners LLC
CIK 0001566475
$18M257K0.03%Q1 202617
HighTower Advisors, LLC
CIK 0001462245
$18M249K0.02%Q1 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$18M246K0.00%Q1 202619
UBS Group AG
CIK 0001610520
$16M229K0.00%Q1 202620
LifeGuide Financial Advisors, LLC
CIK 0001908585
$14M196K4.49%Q1 2026
Page 1 of 24
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