Skip to content
Disclosery

VSGX VANGUARD WORLD FD

Follow

SHS (fund)

427 managers (432 13F filers) reported a position in VSGX shares at 2025-12-31, 22,614,621 shares in all. 39 filers opened a position and 16 filers sold out during the quarter.

Managers
427
13F filers
432
New
39
Added
165
Reduced
129
Sold out
16
Shares held by filers
22,614,621

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCin group VANGUARD GROUP INC3,967,148$284M<0.01%+147,58813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,619,657$116M0.01%+2,09513F-HR/ATimelineGroup
Creative Planningin group Creative Planning1,399,501$100M0.07%+106,60213F-HRTimelineGroup
Leo Wealth, LLC840,991$60.3M4.37%+223,27713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA583,526$41.8M0.01%+17,04913F-HRTimelineGroup
Harpswell Capital Advisors, LLC573,300$41.1M32.55%-50013F-HRTimeline
IMA Advisory Services, Inc.500,363$35.8M3.44%+5,88813F-HRTimeline
SCS Capital Management LLC444,824$31.9M0.34%-12,19813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC439,731$31.5M0.01%+60,30313F-HRTimelineGroup
Boston Trust Walden Corpin group Boston Trust Walden Corp344,906$24.7M0.19%+41,45513F-HRTimelineGroup
Facet Wealth, Inc.318,179$24.5M0.43%+12,30813F-HRTimeline
Prime Buchholz LLC279,700$20M11.89%-10,23013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC270,905$19.4M<0.01%+15,41713F-HRTimelineGroup
Sellwood Investment Partners LLC268,597$19.2M7.51%-6,91513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC251,683$18M0.03%+12,94113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC251,039$18M0.02%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/249,516$17.9M<0.01%-6,84013F-HRTimelineGroup
Refined Wealth Management238,673$17.1M11.51%-2,13813F-HRTimeline
Hanson & Doremus Investment Management234,527$16.8M2.02%-51813F-HRTimeline
UBS Group AGin group UBS Group AG223,523$16M<0.01%-4,49813F-HRTimelineGroup
LifeGuide Financial Advisors, LLC191,546$13.9M4.62%+1,28113F-HRTimeline
SPINNAKER TRUST174,012$12.5M0.67%-5,23913F-HRTimeline
Mariner, LLCin group Mariner, LLC172,539$12.4M0.01%+17,97813F-HRTimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC168,280$12.1M0.8%+73,45013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.163,849$11.7M0.02%-2,84413F-HRTimelineGroup
Beacon Pointe Advisors, LLC161,688$11.6M0.08%+34,89113F-HRTimeline
Charter Oak Capital Management, LLC157,179$11.3M0.86%+2,31713F-HRTimeline
Apella Capital, LLC156,741$11.2M0.22%+72,21913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV156,677$11.2M3.09%+1,84813F-HRTimeline
Stewardship Advisors, LLC152,633$10.9M2.53%-1,37813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP149,770$10.7M0.22%-1,30213F-HRTimeline
Joel Adams & Associates, Inc.145,259$10.4M7.82%+6,44913F-HRTimeline
HighTower Advisors, LLC145,017$10.4M0.01%+79713F-HRTimeline
Crewe Advisors LLC140,223$10M0.89%-7,31013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co139,218$9.97M0.11%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP138,963$9.95M0.01%+16,28113F-HRTimelineGroup
LPL Financial LLC135,107$9.68M<0.01%+3,64613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC130,594$9.35M0.36%+61,83913F-HRTimelineGroup
Financial Connections Group, Inc.128,916$9.23M3.17%+11,80913F-HRTimeline
Diversified Portfolios, Inc.121,735$8.72M0.73%-2,69313F-HRTimeline
SageView Advisory Group, LLC120,539$8.63M0.29%-26813F-HRTimeline
Garde Capital, Inc.120,225$8.61M0.51%+2,91713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV119,710$8.57M0.01%+10,96013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding118,142$8.46M-63,515Timeline
EVOKE WEALTH, LLC114,200$8.18M0.16%+13,51513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC112,490$8.06M<0.01%-12713F-HR/ATimelineGroup
Composition Wealth, LLC110,956$7.95M0.11%+7,31213F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC108,538$7.77M2.01%new13F-HRTimeline
Cetera Investment Advisers100,877$7.22M0.01%+20,85213F-HRTimeline
FLOW TRADERS U.S. LLC97,750$7M0.23%new13F-HRTimeline
MML INVESTORS SERVICES, LLC93,460$6.69M0.02%+26113F-HRTimeline
Fund Evaluation Group, LLC92,809$6.65M0.22%+20,73613F-HRTimeline
Farrell Financial LLC92,735$6.64M3.92%+7,31613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding90,167$6.46M+19,351Timeline
O'Brien Wealth Partners LLC89,713$6.43M0.85%-1,47113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC88,101$6.31M0.73%+17,27913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…87,631$6.28M<0.01%+2,62813F-HR/ATimelineGroup
Advisory Services Network, LLC86,567$6.2M0.09%+5,34913F-HRTimeline
Empirical Financial Services, LLC d.b.a…84,453$6.05M0.11%+5,46813F-HRTimeline
Westfuller Advisors, LLC83,250$5.96M2.41%-3,21413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\82,589$5.92M0.01%+31,57513F-HRTimelineGroup
Quent Capital, LLC81,817$5.86M0.42%-57313F-HRTimeline
Orgel Wealth Management, LLC78,735$5.64M0.12%-2,98513F-HRTimeline
White Lighthouse Investment Management …77,365$5.54M0.77%+64913F-HRTimeline
Human Investing LLC76,817$5.5M0.78%+9413F-HRTimeline
Cresset Asset Management, LLC73,562$5.27M0.02%+96213F-HRTimeline
New Covenant Trust Company, N.A.65,383$4.75M4.28%+3,43213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC60,921$4.36M0.01%+7,00913F-HRTimeline
AMG National Trust Bank58,175$4.17M0.1%+3,52113F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC58,145$4.16M1.61%+62613F-HRTimeline
Koss-Olinger Consulting, LLC57,700$4.13M0.32%013F-HRTimeline
DeDora Capital, Inc.52,686$3.77M0.89%+3,74013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC52,667$3.77M0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP50,654$3.63M<0.01%+39,63513F-HR/ATimelineGroup
Ledyard National Bank47,293$3.39M0.29%-52513F-HRTimeline
Balanced Rock Investment Advisors LLC46,202$3.31M2.35%-37413F-HRTimeline
Silver Oak Advisory Group, Inc.45,757$3.28M1.48%+1,83113F-HRTimeline
Boston Standard Wealth Management, LLC44,684$3.2M0.53%-57413F-HRTimeline
Bear Mountain Capital, Inc.42,626$3.19M1.03%+21513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC43,527$3.12M0.01%-49,91113F-HRTimelineGroup
Brooklyn FI, LLC43,026$3.08M0.66%+90313F-HRTimeline
BFSG, LLC41,538$2.97M0.29%013F-HRTimeline
Haverford Trust Co41,482$2.97M0.03%-21413F-HRTimeline
Wealthfront Advisers LLC41,472$2.97M0.01%+6,92213F-HRTimeline
Carr Financial Group Corp41,189$2.95M0.79%+5513F-HRTimeline
Sequoia Financial Advisors, LLC40,842$2.93M0.02%-3,54813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC40,674$2.91M0.45%+48013F-HRTimeline
DAVIS R M INC40,332$2.89M0.05%+4,41513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,783$2.85M0.01%+17413F-HRTimeline
Olde Wealth Management, LLC36,727$2.63M0.81%-37713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…33,875$2.5M<0.01%-3,65313F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC34,520$2.47M1.4%+1,14013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/33,790$2.42M0.43%-45913F-HRTimeline
MAYPORT, LLC33,335$2.39M0.48%-1,84613F-HRTimeline
Cambridge Investment Research Advisors,…33,193$2.38M0.01%+3,56213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,744$2.35M<0.01%-71313F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV32,277$2.31M0.04%-5,67713F-HR/ATimeline
New England Private Wealth Advisors LLC32,182$2.3M0.29%+2,28213F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP31,481$2.25M<0.01%013F-HRTimelineGroup
West Financial Advisors, LLC30,957$2.22M0.37%-41513F-HRTimeline
SENTINEL TRUST CO LBA27,862$2M0.2%-23113F-HRTimeline
Allworth Financial LP27,378$1.96M0.01%-49313F-HRTimeline
Paragon Capital Management Ltd27,260$1.95M0.39%+6,74313F-HRTimeline
Farther Finance Advisors, LLC26,905$1.93M0.02%+20,20813F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp26,582$1.9M0.22%+9,75613F-HRTimelineGroup
Sageworth Trust Co26,008$1.86M0.08%013F-HRTimeline
Perigon Wealth Management, LLC25,100$1.8M0.03%+44213F-HRTimeline
Beta Wealth Group, Inc.24,871$1.78M0.72%-42113F-HRTimeline
Bell Investment Advisors, Inc24,304$1.74M0.28%+7913F-HRTimeline
LFA - Lugano Financial Advisors SA23,684$1.7M0.88%new13F-HRTimeline
Topel & Distasi Wealth Management, LLC23,289$1.67M0.81%-28713F-HRTimeline
Global Strategic Investment Solutions, …23,187$1.66M0.16%+23813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.22,589$1.62M0.16%-58513F-HRTimeline
HEADINVEST, LLC22,219$1.59M0.32%+2,75513F-HRTimeline
Summit Wealth Group, LLC22,035$1.58M0.37%-35013F-HRTimeline
Northland Capital Management LLC21,616$1.55M0.87%-6013F-HRTimeline
Betterment LLC21,294$1.52M<0.01%+1,76713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC21,194$1.52M0.01%-19213F-HRTimelineGroup
NewEdge Advisors, LLC20,324$1.46M0.01%+3713F-HRTimeline
Hardy Reed LLC20,305$1.45M0.1%013F-HRTimeline
FMR LLCin group FMR LLC20,268$1.45M<0.01%+59013F-HRTimelineGroup
UMB Bank, n.a.20,017$1.43M0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ballentine Partners, LLC19,108$1.37M0.02%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd19,081$1.37M0.01%+7,68813F-HRTimelineGroup
Chicago Partners Investment Group LLC17,923$1.35M0.03%-37213F-HRTimeline
LIBRA WEALTH LLC18,581$1.33M0.37%-1,22613F-HRTimeline
Addison Advisors LLC18,481$1.32M0.3%-12313F-HRTimeline
JNBA Financial Advisors18,470$1.32M0.12%+10513F-HRTimeline
LRI Investments, LLC17,706$1.27M0.1%-1,61413F-HRTimeline
Financial Council, LLC17,398$1.25M0.5%-56913F-HRTimeline
Old Peak Finance LLC17,354$1.24M0.77%13F-HRTimeline
CGN Advisors LLC17,286$1.24M0.1%-1,98813F-HRTimeline
CHOREO, LLC17,079$1.23M0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,145$1.23M<0.01%-51713F-HRTimelineGroup
WealthCollab, LLC16,831$1.21M0.49%+7813F-HRTimeline
Geneos Wealth Management Inc.16,801$1.2M0.03%-53213F-HRTimeline
Family CFO Inc16,612$1.19M0.53%+213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…16,300$1.17M0.05%+2,80013F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,230$1.16M<0.01%+19213F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC16,168$1.16M0.02%+3,16313F-HRTimeline
AMARA FINANCIAL, LLC.16,038$1.15M0.8%-1013F-HRTimeline
CWM, LLCin group CWM, LLC16,010$1.15M<0.01%+4,25813F-HRTimelineGroup
SAPIENT CAPITAL LLC15,531$1.12M0.02%+73913F-HRTimeline
Skyline Advisors, Inc.15,530$1.11M0.37%-1,41613F-HRTimeline
McClarren Financial Advisors, Inc.1,364$1.11M0.66%-13,46313F-HRTimeline
Modera Wealth Management, LLC15,392$1.1M0.01%+11313F-HRTimeline
HARBOUR INVESTMENTS, INC.15,049$1.08M0.02%-1,66713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,976$1.07M<0.01%-42,71513F-HRTimelineGroup
Mallini Complete Financial Planning LLC14,815$1.06M0.85%+4513F-HRTimeline
Well Done, LLC14,733$1.06M0.16%-53413F-HRTimeline
Valmark Advisers, Inc.14,639$1.05M0.01%-16513F-HRTimeline
Johnson Bixby & Associates, LLC14,559$1.04M0.13%-13213F-HRTimeline
HBK Sorce Advisory LLC13,482$1.04M0.02%+8,55413F-HRTimeline
RFG Advisory, LLC14,255$1.02M0.02%+1,03913F-HRTimeline
Wedmont Private Capital13,878$1.02M0.04%-1,84713F-HRTimeline
Optas, LLC14,189$1.02M0.16%013F-HRTimeline
Thayer Partners, LLC / MA14,174$1.02M0.49%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,956$1000K0.1%+1,70613F-HRTimeline
Sageworth Trust Co of South Dakota13,848$992K0.81%+1,47713F-HRTimeline
Strategic Point Investment Advisors, LLC13,678$980K0.14%+3513F-HRTimeline
Ramiah Investment Group12,934$926K0.8%+2,52913F-HRTimeline
Cornerstone Financial Group, LLC /NE/12,931$926K0.65%+30413F-HRTimeline
Fiduciary Wealth Partners, LLC12,760$914K0.37%013F-HRTimeline
Caprock Group, LLC12,732$912K0.02%-7,67213F-HRTimeline
Ramirez Asset Management, Inc.12,693$909K0.12%-17613F-HRTimeline
Parallel Advisors, LLC12,688$909K0.02%-18713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,640$905K<0.01%+19513F-HRTimelineGroup
Opal Wealth Advisors, LLC12,606$903K0.24%-23513F-HRTimeline
Capital Advantage, Inc.12,588$902K0.12%+97813F-HRTimeline
MATHER GROUP, LLC.12,379$887K0.01%+40713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,025$861K<0.01%+88513F-HR/ATimelineGroup
Values Added Financial LLC11,790$844K0.36%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC11,635$833K0.08%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,434$819K0.01%+3413F-HRTimeline
Clearstead Advisors, LLC11,324$811K0.01%+5,66213F-HRTimeline
Wilmington Savings Fund Society, FSB11,092$794K0.02%013F-HRTimeline
NewEdge Wealth, LLC10,991$787K0.01%+213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,986$787K<0.01%new13F-HRTimelineGroup
&PARTNERS10,913$782K<0.01%+25813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …10,741$769K0.07%+5,94813F-HRTimelineGroup
Rock Point Advisors, LLC10,700$766K0.19%013F-HRTimeline
Smithfield Trust Co10,613$762K0.03%-2813F-HRTimeline
Tradition Wealth Management, LLC10,591$759K0.05%+7013F-HRTimeline
Destination Wealth Management10,389$744K0.02%+5713F-HRTimeline
Meridian Financial Partners LLC9,787$729K0.29%+63713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,117$725K+224Timeline
Operose Advisors LLC9,975$714K0.17%+40813F-HRTimeline
Advyzon Investment Management, LLC9,933$711K0.08%+4,74713F-HRTimeline
Choate Investment Advisors9,875$707K0.01%new13F-HRTimeline
ANB BANK9,644$691K0.27%-57213F-HRTimeline
Opes Wealth Management LLC9,611$688K0.12%-9513F-HRTimeline
Asset Dedication, LLC9,259$663K0.04%+1,25813F-HRTimeline
THOMPSON DAVIS & CO., INC.9,236$661K0.4%013F-HRTimeline
Pure Financial Advisors, LLC9,199$659K0.01%-75213F-HRTimeline
Round Rock Advisors LLC9,161$656K0.1%013F-HR/ATimeline
WARNER FINANCIAL, INC9,052$648K0.22%+63413F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…8,949$641K0.51%13F-HRTimeline
Compound Planning, Inc.8,947$641K0.02%-33813F-HRTimeline
Farnam Financial LLC8,622$618K0.46%+33513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,314$595K0.01%-3213F-HRTimelineGroup