VANGUARD WORLD FUND - VWUAX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 2,679 | 522 | 0.11% | 0.12% | 1 | +12 | 0.45% | Q4 2025 | Jan 27, 2026 |
| TOWER BRIDGE ADVISORS | History | Added to | 1,522 | 296 | 0.03% | 0.03% | 2 | +74 | 5.11% | Q4 2025 | Feb 13, 2026 |
| FULTON BANK, N.A. | History | No change | 1,102 | 215 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Oakworth Capital, Inc. | History | Added to | 29 | 5 | 0.0% | 0.0% | 4 | +3 | 11.54% | Q4 2025 | Jan 30, 2026 |
| Trivant Custom Portfolio Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,121 | -100.0% | Q3 2025 | Nov 05, 2025 |