VDC — Vanguard World Fd Institutional Holders · Q3 2026

Name: Who Owns VDC? 22 Institutions Hold $32.9M (Q3 2026)
Creator: ko.io

Who owns Vanguard World Fd (VDC)? 22 institutions reported holding $32.94M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Marotta Asset Management ($13.0M), MRA Advisory Group ($6.6M), MassMutual Private Wealth & Trust, FSB ($4.9M).

Rank	Institution	Value	Shares	Change
1	Marotta Asset Management	$13.0M	59,366	Trimmed
2	MRA Advisory Group	$6.6M	30,215	New
3	MassMutual Private Wealth & Trust, FSB	$4.9M	22,617	Trimmed
4	CoreCap Advisors, LLC	$2.2M	9,873	Added
5	Farther Finance Advisors, LLC	$1.9M	8,887	Added
6	PARK NATIONAL CORP /OH/	$1.2M	5,695	Added
7	Avidian Wealth Enterprises, LLC	$822,900	3,771	Added
8	Peterson Wealth Advisors, LLC	$352,008	1,613	Added
9	Taylor & Morgan Wealth Management, LLC	$342,704	1,571	Added
10	Sound Income Strategies, LLC	$278,933	1,234	Trimmed
11	RHODES INVESTMENT ADVISORS INC /ADV	$269,271	1,234	Added
12	Valeo Financial Advisors, LLC	$261,930	1,200	Trimmed
13	CONGRESS ASSET MANAGEMENT CO	$228,684	1,048	New
14	May Barnhard Investments LLC	$220,109	1,008	Hold
15	CX Institutional	$144,000	662	Trimmed
16	Rosenberg Matthew Hamilton	$52,064	239	Added
17	ARMSTRONG ADVISORY GROUP, INC	$50,625	232	Hold
18	Davis Capital Management	$40,369	185	Trimmed
19	ELEVATION WEALTH PARTNERS, LLC	$23,365	107	Added
20	Byrne Asset Management LLC	$21,771	100	Hold
21	Bank of New Hampshire	$10,256	47	New
22	Olistico Wealth, LLC	$4,582	21	Hold

Source: SEC Form 13F filings · as of 2026-09-30