VIS — Vanguard World Fd Institutional Holders · Q3 2026

Name: Who Owns VIS? 28 Institutions Hold $34.8M (Q3 2026)
Creator: ko.io

Who owns Vanguard World Fd (VIS)? 28 institutions reported holding $34.80M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Cadent Capital Advisors, LLC ($15.4M), MassMutual Private Wealth & Trust, FSB ($9.9M), Park National Corp ($2.9M).

Rank	Institution	Value	Shares	Change
1	Cadent Capital Advisors, LLC	$15.4M	48,030	Trimmed
2	MassMutual Private Wealth & Trust, FSB	$9.9M	30,783	Trimmed
3	PARK NATIONAL CORP /OH/	$2.9M	8,973	Trimmed
4	CONGRESS ASSET MANAGEMENT CO	$1.4M	4,406	New
5	Valeo Financial Advisors, LLC	$985,248	3,074	Added
6	Farther Finance Advisors, LLC	$899,090	2,805	Trimmed
7	COLLECTIVE FAMILY OFFICE LLC	$872,108	2,721	Trimmed
8	Olistico Wealth, LLC	$473,555	1,478	Added
9	Wealth Enhancement Trust Services, Inc.	$450,958	1,407	Trimmed
10	M.E. ALLISON & CO., INC.	$333,330	1,040	Hold
11	Sound Income Strategies, LLC	$304,572	944	Trimmed
12	Avidian Wealth Enterprises, LLC	$212,692	664	Hold
13	ARMSTRONG ADVISORY GROUP, INC	$186,217	581	Hold
14	ELEVATION WEALTH PARTNERS, LLC	$105,169	328	Added
15	Davis Capital Management	$104,486	326	Hold
16	EASTERN BANK	$94,871	296	Hold
17	Rosenberg Matthew Hamilton	$46,153	144	Hold
18	Roxbury Financial LLC	$41,936	131	Hold
19	Bullock Wealth Management Group	$32,955	102	Hold
20	GAMMA Investing LLC	$32,051	100	Hold
21	VALLEY WEALTH MANAGERS, INC.	$24,359	76	New
22	CX Institutional	$17,000	54	Added
23	GK Wealth Management LLC	$16,475	51	New
24	Polaris Financial Partners	$11,000	34	New
25	CoreCap Advisors, LLC	$5,128	16	Trimmed

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