Stock ownership · SEC 13F · Q4 2025

VANGUARD WORLD FD

Institutional ownership of VANGUARD WORLD FD (CUSIP 921910725) - who holds it, how concentrated it is, and what moved last quarter.

$1.7M
Reported value
1
Institutions
100%
Top-5 share

The verdict

1 institutions report $1.7M of VANGUARD WORLD FD positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

1
institutions hold it
$1.7M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 921910725 · Q4 2025 $2M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-QUIET · BOOK-MID

  • VALUE-TRACE $1.7M
  • HOLDERS-FOCUS 1 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-QUIET 0 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - VANGUARD WORLD FD's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a VANGUARD WORLD FD position has fallen from 2 to 1 over the last 7 quarters of 13F filings.

02468 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 1
Distinct 13F filers holding VANGUARD WORLD FD, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Bell Investment Advisors, Inc 24,304 $1.7M 100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD WORLD FD's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

Complete exits (6)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Opes Wealth Management LLC exited
Asset Dedication, LLC exited
Cherry Tree Wealth Management, LLC exited
Urban Financial Advisory Corp exited
CIBC Private Wealth Group LLC exited

Frequently Asked Questions

How many institutions hold VANGUARD WORLD FD?▼
VANGUARD WORLD FD is held by 1 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of VANGUARD WORLD FD?▼
Institutions report $1.7M of VANGUARD WORLD FD as of Q4 2025.
How concentrated is ownership of VANGUARD WORLD FD?▼
The top five institutional holders account for 100% of the reported institutional value in VANGUARD WORLD FD, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of VANGUARD WORLD FD?▼
Bell Investment Advisors, Inc is the largest reported holder of VANGUARD WORLD FD with $1.7M across 24,304 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.