Skip to content
Disclosery

VFH VANGUARD WORLD FD

Follow

FINANCIALS ETF (fund)

701 managers (708 13F filers) reported a position in VFH shares at 2024-12-31, 52,940,328 shares in all. 69 filers opened a position and 36 filers sold out during the quarter.

Managers
701
13F filers
708
New
69
Added
251
Reduced
186
Sold out
36
Shares held by filers
52,940,328

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
LIBERTY WEALTH MANAGEMENT LLC13,164$1.55M0.26%+33413F-HRTimeline
INGALLS & SNYDER LLC12,616$1.49M0.06%-25013F-HRTimeline
Magnus Financial Group LLC12,443$1.47M0.14%+93713F-HRTimeline
Steward Partners Investment Advisory, L…12,403$1.46M0.01%-41113F-HRTimeline
Manchester Capital Management LLC12,385$1.46M0.17%+413F-HRTimeline
Cornerstone Planning, LLC12,254$1.45M0.55%13F-HRTimeline
One Charles Private Wealth Services, LLC12,234$1.44M0.49%-4413F-HRTimeline
GoalVest Advisory LLC12,156$1.44M0.39%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA12,062$1.42M0.01%-36413F-HRTimelineGroup
Evolution Wealth Advisors, LLC12,046$1.42M0.24%+5613F-HRTimeline
Cladis Investment Advisory, LLC12,014$1.42M1.01%-1,22513F-HRTimeline
BRIGHTON JONES LLC11,997$1.42M0.04%-313F-HR/ATimeline
Institute for Wealth Management, LLC.11,988$1.42M0.18%-38613F-HRTimeline
Sharper & Granite LLC11,968$1.41M0.62%-75713F-HRTimeline
Private Wealth Advisors, LLC11,925$1.41M0.61%-2813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC11,858$1.4M<0.01%+60113F-HRTimelineGroup
Wilmington Savings Fund Society, FSB11,727$1.38M0.02%+46613F-HRTimeline
Fischer Financial Services, Inc.11,715$1.38M0.44%13F-HRTimeline
CHOREO, LLC11,703$1.38M0.02%+64713F-HRTimeline
RBA Wealth Management, LLC11,299$1.33M0.51%+53613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding11,135$1.31M-2,452Timeline
Quantinno Capital Management LP11,132$1.31M0.01%+1,48113F-HRTimeline
Bleakley Financial Group, LLC11,039$1.3M0.04%-1,59713F-HRTimeline
Wealthfront Advisers LLC11,027$1.3M<0.01%+3,75313F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,874$1.28M0.01%+1,38713F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …10,701$1.26M0.66%13F-HRTimelineGroup
Semmax Financial Advisors Inc.9,978$1.26M0.34%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,636$1.26M<0.01%+2,84913F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL10,629$1.25M0.01%-37,64213F-HRTimeline
Consolidated Portfolio Review Corp10,287$1.21M0.19%+10413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,016$1.18M0.04%+9313F-HRTimelineGroup
WEALTH ALLIANCE, LLC9,996$1.18M0.14%-1913F-HRTimeline
BLAIR WILLIAM & CO/IL9,995$1.18M<0.01%-25013F-HRTimeline
Ipsen Advisor Group LLC9,966$1.18M1.01%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,873$1.17M0.03%+2213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,672$1.14M0.04%+21813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,651$1.14M0.03%+61813F-HRTimelineGroup
GWN SECURITIES INC.9,164$1.14M0.3%13F-HRTimeline
BLB&B Advisors, LLC9,590$1.13M0.06%+2,01913F-HRTimeline
Wealth Management Associates, Inc.9,519$1.12M0.48%-5513F-HRTimeline
KDK Private Wealth Management, LLC9,447$1.12M1.16%13F-HRTimeline
Orion Porfolio Solutions, LLC9,315$1.1M0.01%-93113F-HRTimeline
Orion Portfolio Solutions, LLC9,315$1.1M0.01%-93113F-HRTimeline
Hopwood Financial Services, Inc.9,311$1.1M0.83%13F-HRTimeline
OneDigital Investment Advisors LLC9,248$1.09M0.01%+1,80113F-HRTimeline
BAILARD, INC.9,243$1.09M0.03%-6813F-HRTimeline
Principle Wealth Partners LLC9,243$1.09M0.08%-14013F-HRTimeline
Bigelow Investment Advisors, LLC9,221$1.09M0.51%+1,17913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC9,037$1.07M<0.01%-1,03713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC8,725$1.03M<0.01%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management8,669$1.02M0.01%+2,03613F-HRTimelineGroup
&PARTNERS8,600$1.02M0.01%+1,69013F-HRTimeline
Western Wealth Management, LLC8,561$1.01M0.07%-4,05413F-HR/ATimeline
Gryphon Financial Partners LLC8,555$1.01M0.15%013F-HRTimeline
OPTIMA CAPITAL LLC8,408$993K0.68%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,263$976K<0.01%+21813F-HRTimelineGroup
Valmark Advisers, Inc.8,230$972K0.02%+78313F-HRTimeline
Houlihan Financial Resource Group, Ltd.8,035$949K0.4%+213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,013$946K0.07%+4,26313F-HRTimeline
Dorsey & Whitney Trust CO LLC8,000$945K0.05%013F-HRTimeline
Prospera Financial Services Inc7,984$943K0.02%+1,49613F-HRTimeline
Community Bank, N.A.7,980$942K0.12%-1,09013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co7,923$935K<0.01%-1,77613F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,892$932K<0.01%-91113F-HRTimelineGroup
Claris Financial LLC7,845$926K0.61%13F-HRTimeline
Cornerstone Wealth Management, LLC7,842$926K0.06%+17813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,152$898K0.14%+1,05713F-HRTimeline
Checchi Capital Advisers, LLC7,598$897K0.07%013F-HRTimeline
EP Wealth Advisors, LLC7,524$888K0.01%+95313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,519$888K0.07%-25113F-HRTimelineGroup
Westside Investment Management, Inc.7,492$885K0.19%013F-HRTimeline
Elm Partners Management LLC7,373$871K0.06%-16513F-HRTimeline
Clearstead Advisors, LLC7,297$862K0.01%+10213F-HRTimeline
WP Advisors, LLC7,107$839K0.28%+7513F-HRTimeline
First PREMIER Bank7,021$829K0.21%-213F-HRTimeline
HARBOUR INVESTMENTS, INC.6,952$821K0.02%+3,36813F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,913$816K0.05%new13F-HRTimeline
Beacon Capital Management, LLC6,890$814K0.11%-25313F-HRTimeline
Marble Harbor Investment Counsel, LLC6,850$809K0.09%013F-HRTimeline
Baker Ellis Asset Management LLC6,810$804K0.12%013F-HRTimeline
SAXON INTERESTS, INC.6,764$799K0.35%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,732$796K0.01%-34113F-HRTimeline
Bluesphere Advisors LLC6,715$793K0.39%-36313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,707$792K0.02%+6213F-HRTimelineGroup
Cascade Financial Partners, LLC6,700$791K0.1%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,686$789K0.01%-6,68813F-HRTimelineGroup
TRUST CO OF VERMONT6,636$784K0.04%new13F-HRTimeline
Premier Path Wealth Partners, LLC6,606$780K0.12%-513F-HRTimeline
Financial Engines Advisors L.L.C.6,574$776K<0.01%-58913F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC6,570$776K0.42%+73913F-HRTimeline
Wealthspire Retirement, LLC6,557$774K0.06%-43213F-HRTimeline
Birchcreek Wealth Management, LLC6,543$773K0.49%+57713F-HRTimeline
Pinion Investment Advisors, LLC6,464$763K0.3%new13F-HRTimeline
Long Island Wealth Management, Inc.6,352$750K0.47%-9,25613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC6,335$748K0.07%013F-HRTimeline
Hardy Reed LLC6,315$746K0.07%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,198$732K<0.01%-11813F-HRTimelineGroup
INVICTUS PRIVATE WEALTH, LLC6,157$727K0.06%-913F-HRTimeline
17 CAPITAL PARTNERS, LLC6,156$727K0.46%+52313F-HRTimeline
Blackston Financial Advisory Group, LLC6,085$719K0.36%+1,24113F-HRTimeline
Safeguard Investment Advisory Group, LLC6,065$716K0.2%-1513F-HRTimeline
Caprock Group, LLC6,043$713K0.02%+1,21513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.6,006$709K0.3%013F-HRTimeline
DAGCO, INC.5,950$703K0.23%+2,05613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,912$698K0.04%+3,34613F-HRTimeline
Matisse Capital5,911$698K0.35%+4013F-HRTimeline
Strategic Blueprint, LLC5,911$698K0.04%+10713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,874$694K<0.01%-33113F-HRTimelineGroup
Ifrah Financial Services, Inc.5,873$693K0.19%+3,86513F-HRTimeline
Sigma Planning Corp5,863$692K0.02%+2,90913F-HRTimeline
Nova Wealth Management, Inc.5,810$686K0.59%13F-HRTimeline
Waldron Private Wealth LLC5,796$684K0.03%+22113F-HRTimeline
Tyler-Stone Wealth Management5,780$682K0.12%+5113F-HRTimeline
Avestar Capital, LLC5,740$678K0.06%013F-HRTimeline
CIBC WORLD MARKET INC.5,731$677K<0.01%+3813F-HRTimeline
Bogart Wealth, LLC5,617$663K0.03%013F-HRTimeline
Tudor Financial Inc.5,587$660K0.39%new13F-HRTimeline
JBR Co Financial Management Inc5,580$659K0.4%-2013F-HRTimeline
McGuire Investment Group, LLC5,499$649K0.09%+32113F-HRTimeline
Mystic Asset Management, Inc.5,483$647K0.17%new13F-HRTimeline
Bragg Financial Advisors, Inc5,413$639K0.03%+1,52213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,363$633K0.01%+32613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,363$633K0.03%-29713F-HRTimeline
Wealthstar Advisors, LLC5,335$630K0.27%13F-HRTimeline
Williams & Novak Wealth Management, LLC5,215$616K0.59%-90013F-HRTimeline
Carl P. Sherr & Co., LLC5,189$613K0.32%013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC5,178$611K0.45%-5,85613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,152$608K0.01%+613F-HRTimelineGroup
Koshinski Asset Management, Inc.5,103$602K0.05%-2013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,086$600K0.02%-7613F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC5,038$595K0.42%013F-HRTimeline
EVOKE WEALTH, LLC5,013$592K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,997$590K0.04%-1,05013F-HRTimeline
Qube Research & Technologies Ltd4,990$589K<0.01%-1,04413F-HRTimeline
B. Riley Wealth Advisors, Inc.4,941$583K0.02%-19713F-HRTimeline
Compass Financial Group, INC/SD4,887$577K0.11%+2313F-HRTimeline
Lewis Asset Management, LLC4,871$575K0.44%+10513F-HRTimeline
White Lighthouse Investment Management …4,813$568K0.1%+69313F-HRTimeline
Venture Visionary Partners LLC4,798$567K0.02%+213F-HR/ATimeline
ZynergyRetirementPlanningLLC5,143$565K0.4%013F-HRTimeline
SBI Securities Co., Ltd.4,771$563K0.02%13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,740$560K<0.01%013F-HRTimelineGroup
SignalPoint Asset Management, LLC4,730$558K0.14%-79713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,725$558K<0.01%+22213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,695$554K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC4,674$552K0.15%+4013F-HRTimeline
HB Wealth Management, LLC4,655$550K0.01%-43113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC4,607$544K0.39%+1013F-HRTimeline
Empower Advisory Group, LLC4,607$544K<0.01%+77813F-HRTimeline
Arrowroot Family Office, LLC4,594$542K0.28%-6313F-HRTimeline
HANOVER ADVISORS INC4,530$535K0.22%+1,07513F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC4,513$533K0.06%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,509$532K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC4,507$532K0.03%new13F-HRTimeline
Winch Advisory Services, LLC4,467$527K0.14%+4713F-HRTimeline
N.E.W. Advisory Services LLC4,464$527K0.05%+3413F-HRTimeline
WATERS PARKERSON & CO., LLC4,450$525K0.03%-25013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,438$524K0.02%+27813F-HRTimelineGroup
Family Capital Management, Inc.4,410$521K0.31%013F-HRTimeline
Crestwood Advisors Group, LLC4,400$520K0.01%-5013F-HRTimeline
Mainstream Capital Management LLC4,399$519K0.36%-4613F-HRTimeline
Novak & Powell Financial Services, Inc.4,347$513K0.31%-10,58413F-HRTimeline
CWA Asset Management Group, LLC4,328$511K0.03%+7513F-HRTimeline
Hirtle & Co., LLC4,327$511K0.02%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,321$510K0.03%+51013F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC4,321$510K0.33%+42813F-HRTimeline
Simmons Bankin group Simmons Bank4,317$510K0.04%-5013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,314$509K<0.01%-63,25913F-HRTimelineGroup
Sequoia Financial Advisors, LLC4,226$499K<0.01%-8613F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,155$491K<0.01%-16,52913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,121$487K<0.01%+1,07913F-HRTimelineGroup
Salomon & Ludwin, LLC4,108$485K0.05%-10913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,083$482K0.07%new13F-HRTimeline
PFG Advisors4,069$480K0.03%+18313F-HRTimeline
Graypoint LLC4,055$479K0.03%013F-HRTimeline
Redwood Financial Network Corp4,054$479K0.36%-1,56813F-HRTimeline
Kovack Advisors, Inc.4,047$478K0.05%+53613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,004$473K0.19%+4,00013F-HRTimeline
Venturi Wealth Management, LLC4,001$472K0.02%-51813F-HRTimeline
Pure Financial Advisors, LLC3,986$471K0.01%+20813F-HRTimeline
Berger Financial Group, Inc3,978$470K0.03%-413F-HRTimeline
Hoxton Planning & Management, LLC3,962$468K0.18%013F-HRTimeline
Avantax Planning Partners, Inc.3,940$465K0.02%+313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC3,939$465K<0.01%+113F-HRTimelineGroup
Rothschild Wealth LLC3,890$459K0.13%-16413F-HRTimeline
Allied Investment Advisors, LLC3,830$452K0.09%-19513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,811$451K<0.01%+5813F-HRTimelineGroup
MONTAG A & ASSOCIATES INC3,820$451K0.02%+73513F-HRTimeline
Aegis Wealth Management LLC3,800$449K0.3%13F-HRTimeline
Focused Wealth Management, Inc3,778$446K0.06%-413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,661$432K<0.01%013F-HRTimelineGroup
Compass Ion Advisors, LLC3,644$430K0.05%013F-HRTimeline
tru Independence LLC3,642$430K0.14%+3713F-HRTimeline
Americana Partners, LLC3,637$429K0.02%+14213F-HRTimeline
Williams Jones Wealth Management, LLC.3,621$428K0.01%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,613$427K-639Timeline
SPRENG CAPITAL MANAGEMENT, INC.3,612$426K0.19%+7913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,519$415K0.02%+18313F-HR/ATimeline
NorthCoast Asset Management LLC3,500$413K<0.01%-72013F-HR/ATimeline
Galvin, Gaustad & Stein, LLC3,493$412K0.04%-5513F-HRTimeline