Vault-13

VANGUARD WORLD FD VFH

FINANCIALS ETF · ETP · CUSIP 92204A405

758 institutional holders +14 vs Q1 2026
49,988,58050.0m shares reported held*
$6.6bnreported value*
70 new 224 added 249 reduced 49 sold out net sold ≈ $509.8m (-3.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $131.62. Options: 4 managers hold calls ($6.3m notional), 3 hold puts ($2.7m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 547Q4 22: 581Q1 23: 531Q2 23: 534Q3 23: 550Q4 23: 594Q1 24: 625Q2 24: 620Q3 24: 634Q4 24: 708Q1 25: 706Q2 25: 708Q3 25: 709Q4 25: 752Q1 26: 744Q2 26: 758758Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022547
Q4 2022581
Q1 2023531
Q2 2023534
Q3 2023550
Q4 2023594
Q1 2024625
Q2 2024620
Q3 2024634
Q4 2024708
Q1 2025706
Q2 2025708
Q3 2025709
Q4 2025752
Q1 2026744
Q2 2026758

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 252 bought or addedQ3 24: 246 cut or sold outQ4 24: 322 bought or addedQ4 24: 221 cut or sold outQ4 24Q1 25: 319 bought or addedQ1 25: 256 cut or sold outQ2 25: 287 bought or addedQ2 25: 287 cut or sold outQ2 25Q3 25: 287 bought or addedQ3 25: 266 cut or sold outQ4 25: 324 bought or addedQ4 25: 247 cut or sold outQ4 25Q1 26: 292 bought or addedQ1 26: 314 cut or sold outQ2 26: 294 bought or addedQ2 26: 298 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024252246
Q4 2024322221
Q1 2025319256
Q2 2025287287
Q3 2025287266
Q4 2025324247
Q1 2026292314
Q2 2026294298

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6m$8mQ3 25 calls: $7.9mQ3 25 puts: $905.6kQ3 25P/C 0.11Q4 25 calls: $7.3mQ4 25 puts: $827.6kQ4 25P/C 0.11Q1 26 calls: $6.2mQ1 26 puts: $2.4mQ1 26P/C 0.39Q2 26 calls: $6.3mQ2 26 puts: $2.7mQ2 26P/C 0.43
Numbers
QuarterCallsPutsP/C
Q3 2025$7.9m$905.6k0.11
Q4 2025$7.3m$827.6k0.11
Q1 2026$6.2m$2.4m0.39
Q2 2026$6.3m$2.7m0.43

Biggest buyers

Retirement Planning Group, LLC Added +101,689+101.7k
Cambridge Investment Research Advisors, Inc. Added +94,257+94.3k
Mosley Wealth Management Added +77,187+77.2k
ASSETMARK, INC Added +71,396+71.4k
Ameritas Advisory Services, LLC Added +64,658+64.7k
MORGAN STANLEY Added +63,853+63.9k
PGIM Custom Harvest LLC Added +62,529+62.5k
ROYAL BANK OF CANADA Added +59,266+59.3k
Bellwether Advisors, LLC New +58,048+58.0k
Sanctuary Advisors, LLC Added +51,500+51.5k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -2,751,815-2.8m
Main Management ETF Advisors, LLC Sold out -924,885-924.9k
AMERIPRISE FINANCIAL INC Reduced -188,862-188.9k
WELLS FARGO & COMPANY/MN Reduced -121,054-121.1k
MML INVESTORS SERVICES, LLC Reduced -76,585-76.6k
Beacon Capital Management, Inc. Reduced -76,267-76.3k
Thrivent Financial for Lutherans Reduced -67,042-67.0k
TWO SIGMA INVESTMENTS, LP Reduced -64,100-64.1k
RAYMOND JAMES FINANCIAL INC Reduced -57,507-57.5k
CAPTRUST FINANCIAL ADVISORS Reduced -55,152-55.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $4.5m34.5k shares
CITADEL ADVISORS LLC Reduced $842.2k6.4k shares
JANE STREET GROUP, LLC Reduced $815.9k6.2k shares
Point72 Asset Management, L.P. New $105.3k800 shares

Biggest puts

CITADEL ADVISORS LLC Added $1.5m11.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $868.6k6.6k shares
Point72 Asset Management, L.P. Unchanged $302.7k2.3k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.18% of their portfolio CHARLOTTE, NC 21,196,31721.2m $2.8bn $2.8bn 0.18% Reduced -2.8m -2,751,815
2 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 3,729,4373.7m $490.8m $490.8m 0.03% Added +63.9k +63,853
3 UBS Group AG 0.04% of their portfolio ZURICH, V8 1,938,5131.9m $255.1m $255.1m 0.04% Added +32.4k +32,422
4 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 1,811,9161.8m $238.4m $238.4m 0.04% Reduced -121.1k -121,054
5 PGIM Custom Harvest LLC 2.78% of their portfolio NEWARK, NJ 1,686,2351.7m $221.9m $221.9m 2.78% Added +62.5k +62,529
6 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,221,6441.2m $160.8m $160.8m 0.04% Reduced -57.5k -57,507
7 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 964,920964.9k $127.0m $127.0m 0.03% Added +46.4k +46,414
8 FMR LLC 0.01% of their portfolio BOSTON, MA 930,485930.5k $122.5m $122.5m 0.01% Reduced -34.2k -34,159
9 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 742,857742.9k $97.8m $97.8m 0.02% Reduced -188.9k -188,862
10 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 639,191639.2k $84.1m $84.1m 0.01% Added +59.3k +59,266
11 TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio NEW YORK, NY 605,000605.0k $79.6m $79.6m 0.06% Reduced -64.1k -64,100
12 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 485,154485.2k $63.8m $63.8m 0.02% Added +34.4k +34,350
13 Beacon Capital Management, Inc. 3.81% of their portfolio DAYTON, OH 478,035478.0k $62.9m $62.9m 3.81% Reduced -76.3k -76,267
14 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 451,392451.4k $59.4m $59.4m 0.05% Reduced -11.4k -11,360
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 435,273435.3k $57.3m $57.3m 0.00% Reduced -4.2k -4,217
16 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 430,033430.0k $56.6m $56.6m 0.05% Added +12.4k +12,429
17 Lido Advisors, LLC 0.16% of their portfolio Los Angeles, CA 344,493344.5k $45.3m $45.3m 0.16% Added +11.0k +10,970
18 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 303,034303.0k $39.9m $39.9m 0.05% Added +46.3k +46,289
19 Allianz SE 0.37% of their portfolio Munich, 2M 267,713267.7k $35.2m $35.2m 0.37% Unchanged
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 243,922243.9k $32.1m $32.1m 0.02% Reduced -44.1k -44,073
21 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 242,805242.8k $32.0m $32.0m 0.05% Reduced -2.4k -2,380
22 M&T Bank Corp 0.09% of their portfolio BUFFALO, NY 236,897236.9k $31.2m $31.2m 0.09% Reduced -6.2k -6,183
23 TD Waterhouse Canada Inc. 0.08% of their portfolio TORONTO, A6 221,005221.0k $29.7m $29.7m 0.08% Added +8.2k +8,213
24 Pinnacle Financial Partners, Inc. 0.19% of their portfolio ATLANTA, GA 212,066212.1k $27.9m $27.9m 0.19% Reduced -53 -53
25 KCM INVESTMENT ADVISORS LLC 0.78% of their portfolio GREENBRAE, CA 200,509200.5k $26.4m $26.4m 0.78% Added +7.0k +7,025
26 Ameritas Advisory Services, LLC 0.52% of their portfolio Lincoln, NE 197,536197.5k $26.0m $26.0m 0.52% Added +64.7k +64,658
27 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 192,960193.0k $25.4m $25.4m 0.04% Reduced -14.3k -14,340
28 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 188,644188.6k $24.8m $24.8m 0.01% Reduced -14.1k -14,111
29 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 178,883178.9k $23.5m $23.5m 0.03% Added +94.3k +94,257
30 Ayalon Insurance Comp Ltd. 2.87% of their portfolio Ramat Gan, L3 178,031178.0k $23.4m $23.4m 2.87% Unchanged
31 Sanctuary Advisors, LLC 0.11% of their portfolio INDIANAPOLIS, IN 172,422172.4k $22.7m $22.7m 0.11% Added +51.5k +51,500
32 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 158,789158.8k $20.9m $20.9m 0.04% Added +7.3k +7,339
33 Main Management LLC 1.39% of their portfolio SAN FRANCISCO, CA 157,223157.2k $20.7m $20.7m 1.39% Added +113 +113
34 CMH Wealth Management LLC 3.03% of their portfolio PORTSMOUTH, NH 150,808150.8k $19.8m $19.8m 3.03% Added +5.5k +5,524
35 Cedar Mountain Advisors, LLC 3.32% of their portfolio LAKE OSWEGO, OR 146,558146.6k $19.3m $19.3m 3.32% Added +1.3k +1,318
36 TRUST CO OF OKLAHOMA 4.83% of their portfolio TULSA, OK 142,855142.9k $18.8m $18.8m 4.83% Reduced -747 -747
37 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 142,504142.5k $18.8m $18.8m 0.02% Reduced -7.7k -7,724
38 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 138,842138.8k $18.3m $18.3m 0.00% Reduced -5.4k -5,361
39 EDMOND DE ROTHSCHILD HOLDING S.A. 0.24% of their portfolio CHAMBESY, V8 138,679138.7k $18.3m $18.3m 0.24% Unchanged
40 Mariner, LLC 0.02% of their portfolio Overland Park, KS 136,363136.4k $17.9m $17.9m 0.02% Reduced -5.3k -5,291
41 FIFTH THIRD BANCORP 0.03% of their portfolio CINCINNATI, OH 133,814133.8k $17.6m $17.6m 0.03% Reduced -2.5k -2,519
42 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 129,075129.1k $17.0m $17.0m 0.02% Reduced -4.3k -4,324
43 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 120,753120.8k $15.9m $15.9m 0.03% Added +71.4k +71,396
44 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 115,665115.7k $15.2m $15.2m 0.02% Reduced -5.0k -4,970
45 Cresset Asset Management, LLC 0.06% of their portfolio Chicago, IL 115,066115.1k $15.1m $15.1m 0.06% Added +11.5k +11,539
46 SEARCY FINANCIAL SERVICES INC /ADV 5.04% of their portfolio OVERLAND PARK, KS 114,112114.1k $15.0m $15.0m 5.04% Reduced -163 -163
47 MassMutual Private Wealth & Trust, FSB 0.37% of their portfolio Windsor, CT 108,624108.6k $14.3m $14.3m 0.37% Reduced -2.3k -2,307
48 Retirement Planning Group, LLC 0.36% of their portfolio LEAWOOD, KS 108,505108.5k $14.3m $14.3m 0.36% Added +101.7k +101,689
49 Winthrop Capital Management, LLC 3.31% of their portfolio Carmel, IN 104,157104.2k $13.7m $13.7m 3.31% Added +1.0k +1,001
50 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 103,222103.2k $13.6m $13.6m 0.01% Added +11.5k +11,474
51 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 100,363100.4k $13.2m $13.2m 0.02% Added +50.9k +50,936
52 WBH ADVISORY INC 0.88% of their portfolio BALTIMORE, MD 99,17099.2k $13.1m $13.1m 0.88% Reduced -1.7k -1,732
53 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 97,50397.5k $12.8m $12.8m 0.02% Reduced -6.5k -6,496
54 Allen Investment Management, LLC 0.15% of their portfolio NEW YORK, NY 95,86195.9k $12.6m $12.6m 0.15% Unchanged
55 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 89,74589.7k $11.8m $11.8m 0.02% Reduced -76.6k -76,585
56 Wheelhouse Advisory Group LLC 3.27% of their portfolio ST. LOUIS, MO 88,02388.0k $11.6m $11.6m 3.27% Added +4.3k +4,331
57 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 81,37681.4k $10.7m $10.7m 0.01% Added +3.0k +2,953
58 Mosley Wealth Management 3.38% of their portfolio ANAHEIM, CA 80,70980.7k $10.6m $10.6m 3.38% Added +77.2k +77,187
59 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 79,65779.7k $10.5m $10.5m 0.01% Reduced -8.2k -8,153
60 CHAI TRUST CO LLC 0.71% of their portfolio CHICAGO, IL 78,50378.5k $10.3m $10.3m 0.71% Added +440 +440
61 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 72,02472.0k $9.5m $9.5m 0.01% Reduced -7.4k -7,379
62 HANCOCK WHITNEY CORP 0.15% of their portfolio GULFPORT, MS 67,15467.2k $8.8m $8.8m 0.15% Added +8.3k +8,336
63 Madison Asset Management, LLC 0.10% of their portfolio MADISON, WI 64,26664.3k $8.5m $8.5m 0.10% Reduced -1.2k -1,186
64 Summit Financial, LLC 0.09% of their portfolio PARSIPPANY, NJ 63,18163.2k $8.3m $8.3m 0.09% Added +4.3k +4,342
65 LCM Capital Management Inc 3.63% of their portfolio CHICAGO, IL 63,00963.0k $8.3m $8.3m 3.63% Added +1.1k +1,097
66 FOUNDERS GROVE WEALTH PARTNERS, LLC 1.64% of their portfolio RICHMOND, VA 62,30662.3k $8.2m $8.2m 1.64% Added +3.2k +3,221
67 CALTON & ASSOCIATES, INC. 1.18% of their portfolio Tampa, FL 61,38761.4k $8.1m $8.1m 1.18% Reduced -26.7k -26,663
68 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 60,19160.2k $7.9m $7.9m 0.03% Reduced -30.3k -30,280
69 ATLAS CAPITAL ADVISORS INC. 0.84% of their portfolio JACKSON, WY 58,48358.5k $7.7m $7.7m 0.84% Reduced -1.6k -1,580
70 Bellwether Advisors, LLC 1.13% of their portfolio LINCOLN, NE 58,04858.0k $7.6m $7.6m 1.13% New
71 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 53,42053.4k $4.8m $4.8m 0.01% Reduced -644 -644
72 BTG Pactual Asset Management US LLC 0.52% of their portfolio NEW YORK, NY 53,39153.4k $7.0m $7.0m 0.52% Added +1.5k +1,519
73 Gibraltar Capital Management, Inc. 1.06% of their portfolio TULSA, OK 52,14252.1k $6.9m $6.9m 1.06% Added +1.4k +1,450
74 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 51,77651.8k $6.8m $6.8m 0.03% Added +3.7k +3,740
75 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 51,54351.5k $6.8m $6.8m 0.00% Added +31.8k +31,815
76 Annex Advisory Services, LLC 0.12% of their portfolio BROOKFIELD, WI 51,20051.2k $6.7m $6.7m 0.12% Reduced -446 -446
77 JOHNSON INVESTMENT COUNSEL INC 0.05% of their portfolio Cincinnati, OH 49,27649.3k $6.5m $6.5m 0.05% Added +1.7k +1,734
78 PENOBSCOT WEALTH MANAGEMENT 1.70% of their portfolio PORTLAND, ME 48,29048.3k $6.4m $6.4m 1.70% Added +1.0k +1,018
79 Curran Financial Partners, LLC 0.94% of their portfolio DANIEL ISLAND, SC 48,19648.2k $6.3m $6.3m 0.94% New
80 THEORY FINANCIAL LLC 1.94% of their portfolio FORT COLLINS, CO 46,80946.8k $6.2m $6.2m 1.94% Reduced -1.1k -1,119
81 AlphaCore Capital LLC 0.11% of their portfolio LA JOLLA, CA 46,79046.8k $6.2m $6.2m 0.11% Reduced -2.5k -2,532
82 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 46,54946.5k $6.1m $6.1m 0.00% Reduced -1.9k -1,894
83 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 46,16846.2k $6.1m $6.1m 0.04% Reduced -4.6k -4,584
84 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 46,01646.0k $6.1m $6.1m 0.04% Reduced -85 -85
85 Wall Street Financial Group, Inc. 3.16% of their portfolio CARLINVILLE, IL 44,94944.9k $5.9m $5.9m 3.16% Added +1.3k +1,330
86 Altura Wealth Advisors Inc. 1.98% of their portfolio SANTA CLARA, CA 44,70644.7k $5.9m $5.9m 1.98% Added +5.0k +4,998
87 LMG Wealth Partners, LLC 0.92% of their portfolio SHREVEPORT, LA 43,63243.6k $5.7m $5.7m 0.92% Added +2.8k +2,783
88 Cascade Financial Partners, LLC 0.48% of their portfolio SAN DIEGO, CA 42,32342.3k $5.6m $5.6m 0.48% Added +4.4k +4,388
89 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.07% of their portfolio CINCINNATI, OH 42,29242.3k $5.6m $5.6m 0.07% Unchanged
90 Frank, Rimerman Advisors LLC 0.31% of their portfolio Palo Alto, CA 41,57941.6k $5.5m $5.5m 0.31% Reduced -5.8k -5,847
91 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 41,02641.0k $5.4m $5.4m 0.01% Reduced -220 -220
92 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 40,31240.3k $5.3m $5.3m 0.02% Added +1.8k +1,808
93 Silver Coast Investments LLC 1.55% of their portfolio SAN DIEGO, X1 39,59539.6k $5.2m $5.2m 1.55% Added +824 +824
94 Foundations Investment Advisors, LLC 0.05% of their portfolio PHOENIX, AZ 39,23039.2k $5.2m $5.2m 0.05% Added +2.0k +2,010
95 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 38,33838.3k $5.0m $5.0m 0.01% Reduced -55.2k -55,152
96 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 37,85337.9k $5.0m $5.0m 0.02% Added +6.6k +6,607
97 NORTHSTAR ASSET MANAGEMENT Co 0.95% of their portfolio BLUE BELL, PA 36,70636.7k $5.1m $5.1m 0.95% Added +95 +95
98 Quaker Wealth Management, LLC 1.40% of their portfolio MOORESTOWN, NJ 36,58336.6k $4.8m $4.8m 1.40% Added +1.1k +1,057
99 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 34,45034.5k $4.5m $4.5m 0.03% Added +4.8k +4,795
100 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 34,06534.1k $4.5m $4.5m 0.04% Reduced -660 -660