VT · VANGUARD TOTAL WORLD STOCK INDEX FUND · Holdings ETF

$156.61 -1.98 (-1.25%)

Volume · Oct 22 3.25M Avg daily vol (3M) 2.62M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

Quarter:

Holders: 346

Total Value: $1,051,676,885

Total Shares: 6,662,509

Showing 1–100 of 346 holdings by value · page 1 of 4

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 346 13F filers · Δ vs Jun 30, 2026

Top Holder

6.4%

−4.9 pts

Top 5

23.3%

−10.1 pts

Top 10

35.8%

−6.8 pts

HHI

199

Broadly held−107

Who Holds VT

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 1,324 filers, like-for-like change -10.2%; actively managed books -12.1%; index-like books +12.6%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	35.7%	905	+5.2%	102	28
Exempt adviser	0.1%	1	+62.3%	0	1
Adviser	0.6%	9	-1.4%	0	0
Bank	14.7%	35	-13.3%	3	0
Non-US	0.6%	2	+0.2%	0	0
Holding company	8.9%	6	+19.0%	0	0
Insurer	0.0%	0	—	0	0
Unknown	39.5%	366	-23.7%	32	21

Style	Share	Filers	Change	New	Exited
Index-like	11.1%	9	+12.6%	1	2
Systematic-like	0.1%	8	-27.9%	2	1
Concentrated	46.1%	673	-17.1%	73	25
Diversified active	42.6%	630	-6.0%	61	21
Unknown	0.0%	4	-93.9%	0	1
Not measured	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	71.4%	955	-1.0%	78	32
Medium turnover	12.4%	207	+24.3%	38	7
High turnover	1.8%	29	-49.6%	10	3
Unknown	14.4%	133	-44.3%	11	8
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	2.3%	135	+3.1%	17	9
Medium horizon	10.9%	328	+11.1%	55	16
Long horizon	85.7%	832	-12.7%	58	23
Unknown	1.1%	29	+4.4%	7	2
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	15.5%	694	+10.3%	84	33
$1B to $10B	22.9%	458	+4.2%	41	12
$10B to $100B	26.6%	129	-32.0%	10	2
$100B or more	34.9%	43	-3.1%	2	3
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	27.8%	795	+2.5%	83	27
Pooled investment vehicles	0.9%	16	-0.5%	3	0
Registered funds and BDCs	0.1%	10	-0.5%	2	0
Pension and profit sharing plans	1.3%	14	+5.2%	0	0
Insurance companies	0.6%	4	-13.6%	0	0
Charitable organizations	0.8%	9	+0.9%	0	0
Governments and sovereign funds	0.0%	3	+139.9%	1	0
Corporations	1.0%	8	+66.0%	1	0
Other investment advisers	0.2%	10	+27.3%	3	1
Other	0.4%	5	+122.6%	1	0
Diversified	2.7%	29	+22.0%	7	0
Banks and thrifts	0.0%	0	—	0	0
Unknown	64.3%	421	-16.9%	36	22

Private funds	Share	Filers	Change	New	Exited
Hedge funds	2.7%	47	-10.9%	7	2
Private equity funds	2.8%	37	+10.0%	5	1
Venture capital funds	0.0%	3	+3.0%	0	0
Real estate funds	1.4%	12	+47.8%	0	0
Securitized asset funds	1.2%	3	-9.0%	0	1
Other private funds	6.1%	47	+21.6%	5	0
Mixed private funds	1.1%	8	+0.2%	0	0
Private funds, type not stated	0.2%	10	+2.0%	0	0
No private funds	20.3%	739	+2.1%	85	25
Unknown	64.2%	418	-16.9%	35	21

Location	Share	Filers	Change	New	Exited
United States	76.2%	1,255	-0.8%	131	46
Outside the US	23.8%	69	-31.0%	6	4

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 16 holders with no observed 2026-03-31 13F and 16 holders with no observed 2026-06-30 13F. Compared across CIK changes: 4 filers continue as Evelyn Partners Group Ltd; JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

1,324 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

359

27.1% of filers hold it in their top 10

Mar 31, 2026: 342

Holders above 5%

median weight 0.089%

Mar 31, 2026: 38

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

43.0%

of 13F shares, Herfindahl 0.031

Active holders

-12.2%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 20.4 quarters

Under 1 year 6.05% 1 to 3 years 13.9% 3 years or more 80.0% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$128.10

estimated per share

Mar 31, 2026: $124.39

Quarter-end price

$156.77

implied by 13F values

Estimated gain or loss

+22.4%

price against the estimated cost

Estimated at a loss

0.000%

of costed 13F value

Estimated cost covers 26.1% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of VT by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	0	0
Active ETFs	33,151	1
Active funds	0	0
Unclassified	0	0
All registered funds	33,151	1

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

136

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -987

Institutional value: -95.0%

Shares held: -95.1%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid Wedmont Private Capital	+37,280	106,770
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	+24,008	110,666
Large Concurrent Investment Advisors, LLC	+20,386	89,130
Small AA Financial Advisors, LLC	+17,781	152,016
Mid Atria Investments, Inc	+12,929	76,771

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Mid Diversify Advisory Services, LLC	−447,217	37,240
Mid DIVERSIFY WEALTH MANAGEMENT, LLC	−447,217	37,240
Large Farther Finance Advisors, LLC	−117,840	48,238
Mid Pictet North America Advisors SA	−110,820	95,704
Mid AXXCESS WEALTH MANAGEMENT, LLC	−25,505	9,659

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small PartnerRe Asset Management CORP	156,045	$24,631,703
Mid B. Riley Wealth Advisors, Inc.	9,611	$1,517,096
Small Benchmark Financial, LLC	6,908	$1,090,427
Mid BAR HARBOR WEALTH MANAGEMENT	4,000	$631,400
Small Tenon Financial LLC	3,626	$572,364

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Small FOURPATH CAPITAL MANAGEMENT, LLC	92,563	$14,527,762
Small CERTIOR FINANCIAL GROUP, LLC	12,335	$1,935,978
Mid SteelPeak Wealth, LLC	8,554	$1,342,550
Small Matrix Trust Co	4,378	$687,127
Mid NORDEN GROUP LLC	2,387	$374,639

Filter: New 25 Increased 136 Reduced 97 Sold out 17 Unchanged 87

Holder type: Registered adviser 237 Exempt adviser 1 Bank 3 Unknown 105

Showing 100 of 346

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ VT

$67,153,967

6.39%

425,429

Yarbrough Capital, LLC VT

$61,621,009

5.86%

390,377

Prentice Wealth Management LLC VT

$44,672,654

4.25%

283,007

WJ Interests, LLC VT

$38,920,285

3.70%

246,565

GoalFusion Wealth Management, LLC VT

$32,243,703

3.07%

204,268

LAUREL OAK WEALTH MANAGEMENT, LLC VT

$29,343,841

2.79%

185,897

MATHER GROUP, LLC. VT

$28,990,888

2.76%

183,661

Intelligent Financial Strategies VT

$25,211,328

2.40%

159,717

PartnerRe Asset Management CORP VT

$24,631,703

2.34%

156,045

AA Financial Advisors, LLC VT

$23,995,725

2.28%

152,016

Weil Company, Inc. VT

$22,911,453

2.18%

145,147

New England Private Wealth Advisors LLC VT

$18,495,126

1.76%

117,169

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VT

$17,468,628

1.66%

110,666

Wedmont Private Capital VT

$16,853,644

1.60%

106,770

Foster Group, Inc. VT

$16,563,674

1.57%

104,933

Vontobel Holding Ltd. VT

$16,218,140

1.54%

102,744

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Vontobel Swiss Financial Advisers AG	102,744	$16,218,140	100.0%	Defined

Long Island Wealth Management, Inc. VT

$16,119,168

1.53%

102,117

Robertson Stephens Wealth Management, LLC VT

$16,063,920

1.53%

101,767

Pictet North America Advisors SA VT

$15,106,876

1.44%

95,704

McKinley Carter Wealth Services, Inc. VT

$14,099,476

1.34%

89,322

Concurrent Investment Advisors, LLC VT

$14,069,170

1.34%

89,130

Sarasin & Partners LLP VT

$13,964,831

1.33%

88,469

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Sarasin Asset Management Ltd	88,469	$13,964,831	100.0%	Defined

Atria Investments, Inc VT

$12,118,302

1.15%

76,771

Pacific Park Financial, Inc. VT

$11,529,679

1.10%

73,042

MOODY NATIONAL BANK TRUST DIVISION VT

$11,217,610

1.07%

71,065

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MOODY BANCSHARES INC joint	71,065	$11,217,610	100.0%	Defined

Venture Visionary Partners LLC VT

$10,940,109

1.04%

69,307

Financial Symmetry Inc VT

$9,996,640

0.95%

63,330

NISA INVESTMENT ADVISORS, LLC VT

$9,626,955

0.92%

60,988

American National Bank of Texas VT

$9,038,964

0.86%

57,263

NWF Advisory Services Inc. VT

$8,343,319

0.79%

52,856

Fifth Third Securities, Inc. VT

$8,308,592

0.79%

52,636

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	52,636	$8,308,592	100.0%	Defined

Valeo Financial Advisors, LLC VT

$8,056,821

0.77%

51,041

Apella Capital, LLC VT

$7,756,906

0.74%

49,141

Farther Finance Advisors, LLC VT

$7,614,368

0.72%

48,238

Ironwood Financial, llc VT

$7,580,746

0.72%

48,025

Secure Asset Management, LLC VT

$6,811,385

0.65%

43,151

Catalyst Investment Management LLC VT

$6,660,796

0.63%

42,197

MYECFO, LLC VT

$6,655,745

0.63%

42,165

Breakwater Investment Management VT

$6,355,041

0.60%

40,260

NavPoint Financial, Inc. VT

$6,126,000

0.58%

38,809

VVR Holdings LLC VT

$6,120,791

0.58%

38,776

XY Planning Network, Inc. VT

$6,091,273

0.58%

38,589

Diversify Advisory Services, LLC VT

$5,878,334

0.56%

37,240

DIVERSIFY WEALTH MANAGEMENT, LLC VT

$5,878,334

0.56%

37,240

Hegarty Advisors, LLC VT

$5,825,927

0.55%

36,908

Intergy Private Wealth, LLC VT

$5,680,547

0.54%

35,987

Baker Ellis Asset Management LLC VT

$5,615,829

0.53%

35,577

Barry Investment Advisors, LLC VT

$5,565,001

0.53%

35,255

LongView Wealth Management VT

$5,286,554

0.50%

33,491

Affiance Financial, LLC VT

$5,175,270

0.49%

32,786

ASSETMARK, INC VT

$4,668,729

0.44%

29,577

Harpswell Capital Advisors, LLC VT

$4,567,863

0.43%

28,938

Well Done, LLC VT

$4,488,149

0.43%

28,433

Van Cleef Asset Management,Inc VT

$4,222,013

0.40%

26,747

SEAMOUNT FINANCIAL GROUP INC VT

$4,178,605

0.40%

26,472

Wealthcare Advisory Partners LLC VT

$4,150,981

0.39%

26,297

MANCHESTER FINANCIAL INC VT

$4,105,678

0.39%

26,010

Optivise Advisory Services LLC VT

$4,048,536

0.38%

25,648

Ridgewood Investments LLC VT

$4,020,913

0.38%

25,473

Neumann Capital Management, LLC VT

$3,992,815

0.38%

25,295

Tanager Wealth Management LLP VT

$3,868,745

0.37%

24,509

South Shore Capital Advisors VT

$3,685,481

0.35%

23,348

INDEPENDENT FINANCIAL GROUP, LLC VT

$3,593,455

0.34%

22,765

Triumph Capital Management VT

$3,467,175

0.33%

21,965

Bangor Savings Bank VT

$3,393,775

0.32%

21,500

Hartmann Taylor Wealth Management, LLC VT

$3,177,046

0.30%

20,127

BAILARD, INC. VT

$3,055,186

0.29%

19,355

Sowell Financial Services LLC VT

$2,971,684

0.28%

18,826

Investment Planning Advisors, Inc. VT

$2,912,174

0.28%

18,449

TD Waterhouse Canada Inc. VT

$2,800,101

0.27%

17,739

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	17,739	$2,800,101	100.0%	Defined

CFS Investment Advisory Services, LLC VT

$2,776,107

0.26%

17,587

Whipplewood Advisors, LLC VT

$2,747,694

0.26%

17,407

EAGLE ROCK INVESTMENT COMPANY, LLC VT

$2,737,434

0.26%

17,342

IFP Advisors, Inc VT

$2,733,172

0.26%

17,315

Kathmere Capital Management, LLC VT

$2,717,387

0.26%

17,215

HT Partners LLC VT

$2,700,024

0.26%

17,105

THOMPSON INVESTMENT MANAGEMENT, INC. VT

$2,656,615

0.25%

16,830

HRC WEALTH MANAGEMENT, LLC VT

$2,507,447

0.24%

15,885

CX Institutional VT

$2,442,097

0.23%

15,471

FIRST CITIZENS BANK & TRUST CO VT

$2,418,262

0.23%

15,320

Junk Investment Group, LLC VT

$2,390,164

0.23%

15,142

Downshift Financial, LLC VT

$2,384,166

0.23%

15,104

Focus Financial Network, Inc. VT

$2,316,922

0.22%

14,678

Value Investment Professionals, LLC VT

$2,244,784

0.21%

14,221

SC&H Financial Advisors, Inc. VT

$2,030,424

0.19%

12,863

Stonebridge Financial Group, LLC VT

$1,972,967

0.19%

12,499

Five Pine Wealth Management VT

$1,933,978

0.18%

12,252

Trilogy Capital Inc. VT

$1,924,191

0.18%

12,190

Carroll Advisory Group, LLC VT

$1,909,195

0.18%

12,095

Andrews Advisory Associates, LLC VT

$1,809,908

0.17%

11,466

Successful Portfolios LLC VT

$1,796,964

0.17%

11,384

Ferguson Shapiro LLC VT

$1,790,650

0.17%

11,344

Manuka Financial, LLC VT

$1,741,559

0.17%

11,033

Sumitomo Mitsui DS Asset Management Company, Ltd VT

$1,739,191

0.17%

11,018

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Sumitomo Mitsui Financial Group, Inc.	11,018	$1,739,191	100.0%	Defined

Graves Light Lenhart Wealth, Inc. VT

$1,739,191

0.17%

11,018

Triangle Securities Wealth Management VT

$1,729,246

0.16%

10,955

Attessa Capital LLC VT

$1,725,142

0.16%

10,929

Rockingstone Advisors LLC VT

$1,724,826

0.16%

10,927

SAX WEALTH ADVISORS, LLC VT

$1,692,625

0.16%

10,723

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. VT

$1,659,319

0.16%

10,512

Showing the top 100 of 346 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.