VDE — Vanguard World Fd Institutional Holders · Q3 2026

Name: Who Owns VDE? 45 Institutions Hold $66.4M (Q3 2026)
Creator: ko.io

Who owns Vanguard World Fd (VDE)? 45 institutions reported holding $66.41M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Grove Bank & Trust ($13.5M), HWG Holdings LP ($8.2M), Gerald Baker Financial Group LLC ($7.2M).

Rank	Institution	Value	Shares	Change
1	Grove Bank & Trust	$13.5M	78,536	Added
2	HWG Holdings LP	$8.2M	47,642	New
3	Gerald Baker Financial Group LLC	$7.2M	41,534	Added
4	GoalFusion Wealth Management, LLC	$5.6M	32,493	Trimmed
5	CX Institutional	$5.3M	30,700	Added
6	MassMutual Private Wealth & Trust, FSB	$4.3M	24,691	Trimmed
7	Go Invest LLC	$3.5M	20,544	Added
8	PARK NATIONAL CORP /OH/	$1.8M	10,677	Trimmed
9	CLUNE & ASSOCIATES, LTD.	$1.7M	9,636	Added
10	Valeo Financial Advisors, LLC	$1.4M	8,357	Trimmed
11	Farther Finance Advisors, LLC	$1.4M	8,171	Trimmed
12	CoreCap Advisors, LLC	$1.3M	7,494	Trimmed
13	Versant Capital Management, Inc	$1.2M	6,970	Added
14	FINANCIAL MANAGEMENT NETWORK INC	$1.2M	6,558	Added
15	Wedmont Private Capital	$931,630	5,102	Added
16	Avidian Wealth Enterprises, LLC	$713,637	4,145	Added
17	Heartwood Wealth Advisors LLC	$655,930	3,810	Hold
18	Graves Light Lenhart Wealth, Inc.	$634,065	3,683	Trimmed
19	Sherry Group, Inc.	$492,216	2,859	Added
20	Trinity Financial Advisors LLC	$482,106	2,800	Added
21	Echo45 Advisors LLC	$467,759	2,717	New
22	Peterson Wealth Advisors, LLC	$449,303	2,610	Added
23	Planning Strategies Inc.	$439,869	2,555	Hold
24	COLTON GROOME FINANCIAL ADVISORS, LLC	$396,829	2,305	Hold
25	TITLEIST ASSET MANAGEMENT, LLC	$379,353	2,203	Trimmed

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