VPU — Vanguard World Fd Institutional Holders · Q3 2026

Name: Who Owns VPU? 33 Institutions Hold $25.9M (Q3 2026)
Creator: ko.io

Who owns Vanguard World Fd (VPU)? 33 institutions reported holding $25.88M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($5.9M), MRA Advisory Group ($4.3M), CoreCap Advisors, LLC ($2.3M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$5.9M	34,647	Added
2	MRA Advisory Group	$4.3M	25,244	Added
3	CoreCap Advisors, LLC	$2.3M	13,305	Added
4	MassMutual Private Wealth & Trust, FSB	$2.2M	12,675	Trimmed
5	Castle Rock Wealth Management, LLC	$1.8M	9,913	Trimmed
6	LifeGoal Investments, LLC	$1.1M	6,616	New
7	CX Institutional	$919,000	5,371	Added
8	WINEBRENNER CAPITAL MANAGEMENT LLC	$856,095	5,006	Trimmed
9	First Heartland Consultants, Inc.	$850,389	4,973	Added
10	Valeo Financial Advisors, LLC	$730,158	4,270	Trimmed
11	BOS Asset Management, LLC	$619,704	3,624	Hold
12	Conrad Siegel Investment Advisors, Inc.	$546,339	3,195	Added
13	Matrix Trust Co	$537,000	3,138	Trimmed
14	PARK NATIONAL CORP /OH/	$522,405	3,055	Trimmed
15	Graves Light Lenhart Wealth, Inc.	$329,616	1,928	Added
16	Peterson Wealth Advisors, LLC	$319,018	1,866	Added
17	Apella Capital, LLC	$311,499	1,748	Trimmed
18	Legacy Private Trust Co.	$287,964	1,684	Hold
19	Wedmont Private Capital	$285,045	1,604	Hold
20	Dorato Capital Management	$279,193	1,567	Trimmed
21	ZynergyRetirementPlanningLLC	$248,292	1,452	Hold
22	Echo45 Advisors LLC	$247,950	1,450	New
23	Weaver Consulting Group	$212,382	1,242	Hold
24	GAMMA Investing LLC	$63,270	370	Trimmed
25	Davis Capital Management	$51,984	304	Hold

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