Skip to content
Disclosery

VCR VANGUARD WORLD FD

Follow

SHS (fund)

528 managers (536 13F filers) reported a position in VCR shares at 2024-12-31, 7,587,242 shares in all. 55 filers opened a position and 27 filers sold out during the quarter.

Managers
528
13F filers
536
New
55
Added
162
Reduced
168
Sold out
27
Shares held by filers
7,587,242

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,386,110$520M0.05%-1,08713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO484,837$182M0.01%-13,53313F-HRTimelineGroup
Beacon Capital Management, Inc.452,694$170M7.36%-26,22913F-HRTimeline
UBS Group AGin group UBS Group AG377,426$142M0.03%-11,05313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY375,965$141M0.01%+11,59813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN335,007$126M0.03%+11,29913F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC299,377$112M2.2%+27,63013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding285,824$107M-29,587Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…190,483$71.5M0.06%+3,76413F-HRTimelineGroup
LPL Financial LLC178,458$67M0.03%+24,73413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC149,814$56.2M0.01%+37,30613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP121,801$45.7M0.05%+40813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC96,015$36M0.01%13F-HR/ATimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co92,700$33.8M0.77%+12,00013F-HRTimelineGroup
Cetera Investment Advisers83,731$31.4M0.07%+57913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp83,640$31.4M0.11%-1,33813F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC80,313$30.1M1.04%-57413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management67,277$25.3M0.78%+2,12413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA65,984$24.8M0.01%+10,19513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…65,174$24.5M0.02%-66913F-HRTimelineGroup
Janney Montgomery Scott LLC64,004$24M0.07%+3,47013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,567$21.6M<0.01%+18,84913F-HRTimelineGroup
Full Sail Capital, LLC54,201$20.3M1.3%-1,66013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,782$18.3M0.03%-33013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.44,539$16.7M0.24%-1,07313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS42,230$15.9M0.05%+94513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC41,879$15.7M0.1%+2,05013F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC41,491$15.6M0.45%+2,84013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,429$15.6M0.03%-2,17013F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…41,282$15.4M0.04%+5313F-HRTimelineGroup
Atria Wealth Solutions, Inc.37,147$13.9M0.15%-1,13113F-HRTimeline
Adaptive Financial Consulting, LLC36,579$13.7M5.7%-28613F-HRTimeline
Cambridge Investment Research Advisors,…34,021$12.8M0.04%+9813F-HRTimeline
TRUST CO OF OKLAHOMA33,333$12.5M4%-46513F-HRTimeline
Mariner, LLCin group Mariner, LLC33,220$12.5M0.02%-82913F-HRTimelineGroup
Hobart Private Capital, LLC31,972$12M2.98%-92613F-HRTimeline
Strengthening Families & Communities, L…30,098$11.3M6.41%+1,20013F-HRTimeline
MassMutual Private Wealth & Trust, FSB27,675$10.4M0.29%-60613F-HRTimeline
BAILARD, INC.27,034$10.1M0.26%+2,46713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,319$9.88M0.02%+1,34813F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…25,300$9.5M0.16%013F-HRTimelineGroup
Exchange Capital Management, Inc.24,723$9.28M1.47%+19713F-HRTimeline
Centered Wealth LLC dba Miller Equity C…24,175$9.07M3.46%013F-HRTimeline
MML INVESTORS SERVICES, LLC23,677$8.89M0.03%+2,71213F-HRTimeline
Polianta Ltd22,100$8.29M3.96%013F-HRTimeline
Westside Investment Management, Inc.21,409$8.04M1.69%-38313F-HRTimeline
Richmond Brothers, Inc.21,390$8.03M5.15%+95913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC20,082$7.54M2.18%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.20,057$7.53M0.05%-1513F-HRTimeline
Financial Freedom, LLC19,916$7.48M3.94%-27613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,456$7.45M0.01%-1,77513F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding17,947$6.74M-104Timeline
Wall Street Financial Group, Inc.17,907$6.72M6.57%+1,24013F-HRTimeline
Praetorian Wealth Management, Inc.17,346$6.51M1.58%-2,51113F-HRTimeline
PARK NATIONAL CORP /OH/16,834$6.32M0.23%-61213F-HRTimeline
Callan Capital, LLC16,634$6.24M0.46%+23713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC16,115$6.05M0.12%+15013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.15,609$5.86M0.74%+3,87513F-HRTimeline
Private Advisor Group, LLC15,161$5.69M0.03%-8113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,484$5.44M0.13%+15913F-HRTimeline
Bonfire Financial14,441$5.42M4.91%13F-HRTimeline
Capital Asset Advisory Services LLC13,885$5.27M0.26%-53113F-HRTimeline
Salomon & Ludwin, LLC13,897$5.22M0.55%-1,37713F-HRTimeline
Tranquilli Financial Advisor LLC13,622$5.11M3.24%-3913F-HRTimeline
Curran Financial Partners, LLC13,361$5.02M1.32%-56413F-HRTimeline
Triangle Securities Wealth Management13,233$4.97M1.27%-37613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AE Wealth Management LLC13,139$4.93M0.04%-1,88713F-HRTimeline
KWMG, LLC13,050$4.9M0.5%-56913F-HRTimeline
Clarity Wealth Advisors, LLC12,717$4.77M1.3%-1,62413F-HRTimeline
Lindbrook Capital, LLC12,620$4.74M0.43%-5513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding12,261$4.6M-364Timeline
Altura Wealth Advisors Inc.11,919$4.47M3.3%-1,65813F-HRTimeline
HighTower Advisors, LLC11,487$4.31M0.01%+1,04713F-HRTimeline
Kinloch Capital, LLC11,433$4.29M2.15%-1,95113F-HRTimeline
Axiom Financial Strategies, LLC10,649$4M2.23%-63913F-HRTimeline
Trinity Legacy Partners, LLC10,622$3.99M1.03%-4513F-HRTimeline
Creative Planningin group Creative Planning10,604$3.98M<0.01%+32813F-HRTimelineGroup
World Investment Advisors10,581$3.97M0.11%+24113F-HRTimeline
Royal Fund Management, LLC10,270$3.89M0.42%+59213F-HRTimeline
PFG Advisors10,303$3.87M0.24%-11913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,256$3.85M-763Timeline
Anchor Investment Management, LLC10,246$3.85M0.36%+5213F-HRTimeline
Atria Investments, Inc10,148$3.81M0.05%+10213F-HRTimeline
Bordeaux Wealth Advisors LLC9,495$3.56M0.57%-29913F-HR/ATimeline
Advisors Capital Management, LLC9,401$3.53M0.06%+5513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,251$3.47M<0.01%-6713F-HRTimelineGroup
FMR LLCin group FMR LLC9,219$3.46M<0.01%+48213F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC9,187$3.45M0.15%-55413F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,127$3.43M0.09%-3813F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD9,114$3.42M0.02%-7313F-HRTimelineGroup
One Capital Management, LLC9,036$3.39M0.11%-1,60613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,610$3.23M<0.01%+1,98113F-HRTimelineGroup
AMI INVESTMENT MANAGEMENT INC8,397$3.15M1.02%+1,57713F-HRTimeline
Clark Capital Management Group, Inc.8,292$3.11M0.02%-4,15513F-HRTimeline
N.E.W. Advisory Services LLC8,249$3.1M0.29%-57613F-HRTimeline
Madden Advisory Services, Inc.8,164$3.06M1.42%+4413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,071$3.03M<0.01%+1,18613F-HRTimelineGroup
Merit Financial Group, LLC7,750$2.91M0.05%-2013F-HRTimeline
FIRST FINANCIAL CORP /IN/7,660$2.88M1.34%+22213F-HRTimeline
DAGCO, INC.7,507$2.82M0.93%-1413F-HRTimeline
Fischer Financial Services, Inc.7,479$2.81M0.88%13F-HRTimeline
COMERICA BANK7,468$2.8M0.01%+21613F-HR/ATimeline
BOKF, NAin group BOKF, NA7,550$2.8M0.05%-1,41013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding7,031$2.64M-30Timeline
SYON CAPITAL LLC6,907$2.59M0.23%new13F-HRTimeline
Destination Wealth Management6,836$2.57M0.08%-14513F-HRTimeline
Joule Financial, LLC6,705$2.52M0.89%+2913F-HRTimeline
JMAC ENTERPRISES LLC6,705$2.52M0.4%+1813F-HRTimeline
Apexium Financial, LP6,604$2.48M0.15%013F-HRTimeline
Snowden Capital Advisors LLC6,228$2.34M0.07%+1913F-HRTimeline
Sanctuary Wealth Management, L.L.C.6,215$2.33M1.54%-85913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,199$2.33M0.01%-2,09113F-HRTimelineGroup
WBH ADVISORY INC6,192$2.32M0.22%+4613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,664$2.13M<0.01%-38713F-HRTimelineGroup
Ausdal Financial Partners, Inc.5,638$2.12M0.18%+98913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,585$2.1M0.03%-6313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC5,575$2.09M0.02%+1,26513F-HRTimeline
BEARING POINT CAPITAL, LLC5,425$2.04M0.42%13F-HRTimeline
Global Financial Private Client, LLC5,392$2.02M0.76%+13513F-HRTimeline
Cresset Asset Management, LLC5,373$2.02M0.01%-3,50413F-HRTimeline
Gladstone Institutional Advisory LLC5,281$1.98M0.09%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,253$1.97M0.1%+113F-HRTimeline
Integrated Wealth Concepts LLC5,170$1.94M0.02%+4313F-HRTimeline
Haverford Trust Co5,121$1.92M0.02%+7513F-HRTimeline
J.W. COLE ADVISORS, INC.5,117$1.92M0.08%-20413F-HRTimeline
Hershey Financial Advisers, LLC4,870$1.83M1.61%13F-HRTimeline
White Lighthouse Investment Management …4,812$1.81M0.32%+9013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding4,768$1.79M+634Timeline
Houlihan Financial Resource Group, Ltd.4,572$1.72M0.73%+6113F-HRTimeline
Clearstead Advisors, LLC4,446$1.67M0.03%013F-HRTimeline
IEQ CAPITAL, LLC4,439$1.67M0.02%new13F-HRTimeline
Baker Avenue Asset Management, LP4,431$1.66M0.05%+6213F-HRTimeline
NorthCrest Asset Manangement, LLC4,424$1.66M0.05%-12613F-HR/ATimeline
Prime Capital Investment Advisors, LLC4,394$1.65M0.02%-46113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,394$1.65M0.02%013F-HRTimelineGroup
TD Waterhouse Canada Inc.4,372$1.64M0.01%+12813F-HRTimeline
MontVue Capital Management, Inc.4,363$1.64M1.25%013F-HRTimeline
Evanson Asset Management, LLC4,358$1.64M0.11%+1213F-HRTimeline
Olistico Wealth, LLC4,348$1.63M0.95%+1113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,325$1.62M0.05%-6713F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,315$1.62M<0.01%-22313F-HRTimelineGroup
KENNICOTT CAPITAL MANAGEMENT LLC4,308$1.62M0.83%013F-HRTimeline
Nvest Financial, LLC4,244$1.59M0.81%-4113F-HRTimeline
EP Wealth Advisors, LLC4,129$1.55M0.01%+17713F-HRTimeline
First Bancorp, Inc /ME/4,035$1.51M1.04%-50013F-HRTimeline
Sound View Wealth Advisors Group, LLC3,937$1.48M0.12%-18013F-HRTimeline
Elevation Capital Advisory, LLC3,783$1.42M0.61%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,776$1.42M<0.01%+6213F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,740$1.4M0.1%+27813F-HRTimelineGroup
Institute for Wealth Management, LLC.3,730$1.4M0.18%-7213F-HRTimeline
Stonebridge Financial Planning Group, L…3,679$1.38M0.62%-1813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,658$1.37M0.71%+213F-HRTimeline
HB Wealth Management, LLC3,650$1.37M0.01%-1213F-HRTimeline
Parallel Advisors, LLC3,602$1.35M0.03%-26913F-HRTimeline
Argentarii, LLC3,549$1.33M0.67%13F-HRTimeline
Idaho Trust Co3,542$1.33M0.67%-20713F-HRTimeline
NewEdge Advisors, LLC3,540$1.33M0.01%+2113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,523$1.32M0.02%-8713F-HRTimelineGroup
Berkeley Capital Partners, LLC3,454$1.3M0.36%+5313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,448$1.29M<0.01%+94513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,436$1.29M<0.01%-313F-HRTimeline
Williams Jones Wealth Management, LLC.3,409$1.28M0.02%+1,82313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,388$1.27M<0.01%-6,68713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,249$1.26M0.07%+7013F-HRTimeline
MONTAG A & ASSOCIATES INC3,332$1.25M0.06%+313F-HRTimeline
BLAIR WILLIAM & CO/IL3,316$1.24M<0.01%-11313F-HRTimeline
Maxele Advisors, LLC3,309$1.24M1.18%13F-HRTimeline
Empower Advisory Group, LLC3,258$1.22M<0.01%-9013F-HRTimeline
Gray Wealth Management Inc.3,243$1.22M0.46%+45613F-HRTimeline
RPS ADVISORY SOLUTIONS LLC3,146$1.18M0.74%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA3,062$1.15M<0.01%013F-HR/ATimelineGroup
RBA Wealth Management, LLC3,061$1.15M0.44%+29413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,043$1.14M<0.01%+33813F-HRTimelineGroup
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,990$1.12M<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,962$1.11M<0.01%+53513F-HRTimelineGroup
Quantinno Capital Management LP2,961$1.11M0.01%+1,11813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,947$1.11M<0.01%+59313F-HRTimelineGroup
Dentgroup LLC2,901$1.09M0.83%-2213F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,834$1.06M0.01%+65313F-HRTimelineGroup
Valeo Financial Advisors, LLC2,796$1.05M0.03%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,782$1.04M0.01%+76513F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,772$1.04M0.01%+713F-HRTimeline
CENTAURUS FINANCIAL, INC.2,753$1.03M0.06%-1213F-HRTimeline
Waverly Advisors, LLC2,746$1.03M0.02%-5713F-HRTimeline
EQUITABLE TRUST CO2,732$1.03M0.06%new13F-HRTimeline
Bison Wealth, LLC2,705$1.02M0.12%13F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,697$1.01M0.38%-5713F-HRTimeline
One Charles Private Wealth Services, LLC2,685$1.01M0.34%-1213F-HRTimeline
Wealthfront Advisers LLC2,683$1.01M<0.01%+24413F-HR/ATimeline
Summit Financial, LLC2,678$1.01M0.04%-813F-HRTimeline
OPTIMA CAPITAL LLC2,652$996K0.69%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,622$984K<0.01%+2013F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES2,603$977K0.37%new13F-HRTimeline
CAPITAL ADVISORS INC/OK2,595$974K0.02%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co2,590$972K0.22%+3513F-HRTimeline
DT Investment Partners, LLC2,589$972K0.08%+2,49913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,587$971K<0.01%+1,60013F-HRTimelineGroup
Bleakley Financial Group, LLC2,553$958K0.03%-45213F-HRTimeline
Wilmington Savings Fund Society, FSB2,526$948K0.02%+413F-HRTimeline
Consolidated Portfolio Review Corp2,521$946K0.15%-15413F-HRTimeline