Skip to content

VFH VANGUARD WORLD FD

Follow

FINANCIALS ETF (fund)

703 managers (709 13F filers) reported a position in VFH shares at 2025-06-30, 52,613,620 shares in all. 61 filers opened a position and 55 filers sold out during the quarter.

Managers
703
13F filers
709
New
61
Added
227
Reduced
233
Sold out
55
Shares held by filers
52,613,620

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
INDEPENDENT FINANCIAL GROUP, LLC12,236$1.56M0.04%+61113F-HRTimeline
GoalVest Advisory LLC12,119$1.54M0.38%+6413F-HRTimeline
Evolution Wealth Advisors, LLC12,048$1.53M0.22%+113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,038$1.53M0.04%-44013F-HRTimelineGroup
BRIGHTON JONES LLC12,033$1.53M0.04%+5913F-HRTimeline
RBA Wealth Management, LLC11,969$1.52M0.57%+52213F-HRTimeline
Cladis Investment Advisory, LLC11,889$1.51M0.95%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,466$1.46M0.03%+1,18413F-HRTimeline
Keebeck Wealth Management11,465$1.46M0.19%013F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …11,442$1.46M0.73%+40513F-HRTimelineGroup
World Investment Advisors11,418$1.45M0.03%+3,51413F-HRTimeline
Institute for Wealth Management, LLC.11,417$1.45M0.16%-5113F-HRTimeline
Wilmington Savings Fund Society, FSB11,257$1.43M0.03%-3713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC11,250$1.43M<0.01%+313F-HR/ATimelineGroup
Fischer Financial Services, Inc.11,190$1.41M0.41%-47513F-HRTimeline
Prime Capital Investment Advisors, LLC11,007$1.4M0.02%-5,72513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,979$1.4M<0.01%+6,93913F-HRTimelineGroup
CHOREO, LLC10,807$1.38M0.02%-71513F-HRTimeline
HARBOUR INVESTMENTS, INC.10,760$1.37M0.03%+1,35013F-HRTimeline
INGALLS & SNYDER LLC10,614$1.35M0.05%-2,25213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding10,591$1.35M-598Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,276$1.31M<0.01%+36213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,258$1.31M0.03%-49013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,184$1.3M<0.01%-68013F-HRTimelineGroup
Elevation Capital Advisory, LLC10,113$1.29M0.52%-1,44013F-HRTimeline
Financial Engines Advisors L.L.C.10,052$1.28M<0.01%+3,17413F-HRTimeline
Ipsen Advisor Group LLC9,995$1.27M0.97%-213F-HRTimeline
CIBC WORLD MARKET INC.9,943$1.27M<0.01%-64913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,920$1.26M0.03%+23113F-HRTimelineGroup
BAILARD, INC.9,884$1.26M0.03%+1,07313F-HRTimeline
WEALTH ALLIANCE, LLC9,754$1.24M0.14%-22913F-HRTimeline
Wealth Management Associates, Inc.9,744$1.24M0.48%+2013F-HRTimeline
Qube Research & Technologies Ltd9,587$1.22M<0.01%+9,07313F-HRTimeline
Principle Wealth Partners LLC9,566$1.22M0.08%013F-HRTimeline
Consolidated Portfolio Review Corp9,548$1.22M0.17%-94413F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …9,520$1.21M0.02%-12,73113F-HRTimelineGroup
Wealthfront Advisers LLC9,500$1.21M<0.01%-6213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,378$1.19M<0.01%-8,41713F-HRTimelineGroup
Nova Wealth Management, Inc.9,360$1.19M0.87%+1,65813F-HRTimeline
KDK Private Wealth Management, LLC9,324$1.19M1.27%-4213F-HRTimeline
Elm Partners Management LLC9,231$1.18M0.05%+2,07213F-HR/ATimeline
Hopwood Financial Services, Inc.9,216$1.17M0.92%-35013F-HRTimeline
Farther Finance Advisors, LLC9,215$1.17M0.02%+2,33713F-HRTimeline
17 CAPITAL PARTNERS, LLC8,888$1.13M0.65%+1,07313F-HRTimeline
CWA Asset Management Group, LLC8,786$1.12M0.05%+14313F-HRTimeline
&PARTNERS8,785$1.12M0.01%+20313F-HRTimeline
Strategic Investment Solutions, Inc. /IL8,589$1.09M0.33%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,580$1.09M0.16%+51113F-HRTimeline
Gryphon Financial Partners LLC8,555$1.09M0.14%013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC8,380$1.07M0.54%+2,91613F-HRTimeline
Western Wealth Management, LLC8,267$1.05M0.06%-8713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,225$1.05M<0.01%-30713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC8,200$1.04M<0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC8,163$1.04M0.06%+26013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,089$1.03M<0.01%+1,85013F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.8,037$1.02M0.42%+113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,004$1.02M0.34%013F-HRTimeline
EP Wealth Advisors, LLC7,914$1.01M0.01%+50913F-HRTimeline
Dorsey & Whitney Trust CO LLC7,800$993K0.05%+80013F-HRTimeline
Valmark Advisers, Inc.7,775$990K0.01%-45313F-HRTimeline
Yukon Wealth Management, Inc.7,701$980K0.35%+45013F-HRTimeline
Claris Financial LLC7,698$980K0.74%-14713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,586$966K<0.01%-70213F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL7,515$957K0.01%new13F-HRTimeline
Clearstead Advisors, LLC7,500$955K0.01%+213F-HRTimeline
Community Bank, N.A.7,490$953K0.13%-45013F-HRTimeline
First PREMIER Bank7,480$952K0.23%013F-HRTimeline
Westside Investment Management, Inc.7,427$946K0.18%+5113F-HRTimeline
Checchi Capital Advisers, LLC7,313$931K0.06%-42013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,302$930K0.04%013F-HRTimelineGroup
BLB&B Advisors, LLC7,286$928K0.04%-2,65113F-HRTimeline
WP Advisors, LLC7,164$912K0.25%+2713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,127$907K0.11%+1,12913F-HRTimeline
Marble Harbor Investment Counsel, LLC6,850$872K0.09%013F-HRTimeline
Baker Ellis Asset Management LLC6,810$867K0.12%013F-HRTimeline
White Lighthouse Investment Management …6,793$865K0.14%+47213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,754$860K0.01%+2213F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK6,752$860K0.01%+2,04313F-HRTimelineGroup
SAXON INTERESTS, INC.7,190$859K0.4%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,732$857K0.01%013F-HRTimeline
Valeo Financial Advisors, LLC6,725$856K0.02%new13F-HR/ATimeline
Birchcreek Wealth Management, LLC6,725$856K0.49%+20013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC6,701$853K0.43%-2913F-HRTimeline
TRUST CO OF VERMONT6,677$850K0.04%-86913F-HRTimeline
Wealthspire Retirement, LLC6,674$850K0.06%+11613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,664$848K<0.01%+54013F-HRTimelineGroup
Belpointe Asset Management LLC6,639$845K0.04%+3,00313F-HRTimeline
Pure Financial Advisors, LLC6,537$832K0.01%+1,27613F-HRTimeline
Premier Path Wealth Partners, LLC6,391$814K0.11%-9113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,387$813K0.03%+1,17413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management6,357$809K0.01%-1,64513F-HRTimelineGroup
Pinion Investment Advisors, LLC6,305$803K0.28%-10713F-HRTimeline
Quantitative Investment Management, LLC6,279$799K0.11%-6,41213F-HRTimeline
McGuire Investment Group, LLC6,174$786K0.1%+37913F-HRTimeline
Hardy Reed LLC6,170$785K0.06%013F-HRTimeline
Safeguard Investment Advisory Group, LLC6,126$780K0.19%+4113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,104$777K0.04%+1313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC6,101$777K0.07%-23413F-HRTimeline
CENTAURUS FINANCIAL, INC.6,052$770K0.04%+22613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC6,008$765K0.12%-7,07613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.6,006$765K0.3%013F-HRTimeline
DAVENPORT & Co LLC5,963$759K<0.01%+3,68913F-HRTimeline
Blackston Financial Advisory Group, LLC5,893$750K0.47%013F-HR/ATimeline
Matisse Capital5,871$747K0.35%013F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC5,855$745K0.19%new13F-HRTimeline
Tyler-Stone Wealth Management5,819$741K0.12%+1813F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,811$740K<0.01%+20813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,780$736K<0.01%-98413F-HRTimelineGroup
INVICTUS PRIVATE WEALTH, LLC5,770$735K0.05%013F-HRTimeline
Retirement Planning Group, LLC5,720$728K0.03%-39713F-HRTimeline
DAGCO, INC.5,713$727K0.2%-23713F-HRTimeline
Sigma Planning Corp5,709$727K0.02%-85413F-HRTimeline
Bogart Wealth, LLC5,667$721K0.03%013F-HRTimeline
Waldron Private Wealth LLC5,616$715K0.03%+2113F-HRTimeline
Ifrah Financial Services, Inc.5,595$712K0.19%-6413F-HRTimeline
Avantax Planning Partners, Inc.5,482$698K0.02%+76413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,437$692K0.02%-1,11113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,365$683K0.03%-2513F-HRTimeline
Wealthstar Advisors, LLC5,353$681K0.26%+813F-HRTimeline
Long Island Wealth Management, Inc.5,268$671K0.35%+813F-HRTimeline
Williams & Novak Wealth Management, LLC5,215$664K0.56%013F-HRTimeline
Compass Financial Group, INC/SD5,180$659K0.11%-4913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,096$649K0.02%+513F-HRTimeline
Focused Wealth Management, Inc5,065$645K0.08%+1,72813F-HRTimeline
EVOKE WEALTH, LLC5,013$638K0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,007$637K0.01%+213F-HRTimelineGroup
Lewis Asset Management, LLC4,956$631K0.3%+18213F-HRTimeline
ZynergyRetirementPlanningLLC4,951$630K0.42%-14013F-HRTimeline
JBR Co Financial Management Inc4,940$629K0.31%013F-HRTimeline
Mystic Asset Management, Inc.4,869$620K0.15%-2513F-HRTimeline
Venture Visionary Partners LLC4,823$614K0.02%-17213F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC4,813$613K0.38%013F-HRTimeline
Koshinski Asset Management, Inc.4,794$610K0.05%-5713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding4,778$608K+2,466Timeline
Carl P. Sherr & Co., LLC4,777$608K0.31%-41213F-HRTimeline
Beacon Capital Management, LLC4,771$607K0.08%-1,45613F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,740$603K<0.01%013F-HRTimelineGroup
Tudor Financial Inc.4,739$603K0.34%-99413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,727$602K<0.01%+113F-HRTimelineGroup
Founders Financial Alliance, LLC4,712$600K0.14%+1513F-HRTimeline
OPTIMA CAPITAL LLC4,628$589K0.32%-3,32213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,627$589K<0.01%-7613F-HRTimelineGroup
MOSAIC FINANCIAL GROUP, LLC4,615$587K0.45%+413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,605$586K0.02%-22213F-HRTimeline
HANOVER ADVISORS INC4,561$581K0.24%-17213F-HRTimeline
N.E.W. Advisory Services LLC4,537$578K0.06%+4813F-HRTimeline
SBI Securities Co., Ltd.4,515$575K0.02%-12913F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC4,513$575K0.05%013F-HRTimeline
Winch Advisory Services, LLC4,503$573K0.14%+1713F-HRTimeline
HB Wealth Management, LLC4,489$571K<0.01%-2,45613F-HRTimeline
IFG Advisory, LLC4,482$571K0.03%+113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,431$564K0.04%-2413F-HRTimeline
Family Capital Management, Inc.4,410$561K0.29%013F-HRTimeline
IEQ CAPITAL, LLC4,392$559K<0.01%+113F-HRTimeline
Mainstream Capital Management LLC4,355$554K0.4%013F-HRTimeline
Capital Management Associates, Inc4,342$553K0.18%new13F-HRTimeline
Hirtle & Co., LLC4,327$551K0.02%013F-HRTimeline
Simmons Bankin group Simmons Bank4,317$550K0.04%013F-HRTimelineGroup
IBEX WEALTH ADVISORS4,300$547K0.06%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC4,259$542K0.41%+2913F-HRTimeline
Crestwood Advisors Group, LLC4,252$541K0.01%-9813F-HRTimeline
WATERS PARKERSON & CO., LLC4,250$541K0.03%-20013F-HRTimeline
OneDigital Investment Advisors LLC4,244$540K0.01%+10013F-HRTimeline
Sequoia Financial Advisors, LLC4,229$538K<0.01%+10213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,219$537K0.03%-68013F-HRTimelineGroup
NorthCoast Asset Management LLC4,195$534K<0.01%+72813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,186$533K0.03%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.4,128$526K0.03%-98413F-HRTimeline
Graypoint LLC4,055$516K0.03%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,017$511K<0.01%-29913F-HRTimeline
Salomon & Ludwin, LLC3,971$510K0.05%-9113F-HRTimeline
Keel Point, LLC3,996$509K0.03%+2,00313F-HRTimeline
Empower Advisory Group, LLC3,964$505K<0.01%+62813F-HRTimeline
PFG Advisors3,960$504K0.02%+8813F-HRTimeline
Fiduciary Alliance LLC3,880$494K0.04%new13F-HRTimeline
INTRUST BANK NA3,877$494K0.04%new13F-HRTimeline
Berger Financial Group, Inc3,872$493K0.03%+1313F-HRTimeline
Novak & Powell Financial Services, Inc.3,870$493K0.34%-10,09113F-HRTimeline
Williams Jones Wealth Management, LLC.3,856$491K0.01%+23513F-HRTimeline
Allied Investment Advisors, LLC3,830$488K0.09%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,826$487K0.01%-13913F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC3,814$485K0.16%-35313F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC3,813$485K0.3%-61613F-HRTimeline
Redwood Financial Network Corp3,798$483K0.33%-1713F-HRTimeline
MONTAG A & ASSOCIATES INC3,728$475K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,728$475K<0.01%-21,42313F-HRTimelineGroup
Brookwood Investment Group LLC3,707$472K0.08%-88613F-HRTimeline
Bragg Financial Advisors, Inc3,684$469K0.02%-1,53413F-HRTimeline
tru Independence LLC3,670$467K0.14%+1313F-HRTimeline
First Heartland Consultants, Inc.3,664$466K0.04%+79813F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.3,612$460K0.19%013F-HRTimeline
Elite Financial, Inc.3,609$457K0.22%+35613F-HRTimeline
Wedmont Private Capital3,555$455K0.02%-62813F-HRTimeline
Aegis Wealth Management LLC3,800$454K0.27%013F-HRTimeline
Ausdal Financial Partners, Inc.3,540$451K0.03%+11313F-HRTimeline
Capital Investment Advisors, LLC3,531$450K0.01%+87413F-HR/ATimeline
Compass Ion Advisors, LLC3,482$443K0.05%-16213F-HRTimeline
Bison Wealth, LLC3,423$436K0.03%new13F-HRTimeline
Global Trust Asset Management, LLC3,415$435K0.23%+1,02513F-HRTimeline
Westfuller Advisors, LLC3,404$433K0.25%+613F-HRTimeline