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Disclosery

VFH VANGUARD WORLD FD

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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
GeoWealth Management, LLC3,449$407K0.01%013F-HRTimeline
Wedmont Private Capital3,479$402K0.02%-58613F-HRTimeline
Alteri Wealth LLC3,386$400K0.11%13F-HRTimeline
CHAPIN DAVIS, INC.3,633$399K0.13%013F-HRTimeline
Octavia Wealth Advisors, LLC3,365$397K0.05%013F-HRTimeline
Delta Financial Group, Inc.3,366$397K0.09%+2913F-HRTimeline
VISTA INVESTMENT MANAGEMENT3,360$397K0.15%-7713F-HRTimeline
Modern Wealth Management, LLC3,338$394K0.01%+22813F-HR/ATimeline
Arete Wealth Advisors, LLC3,326$393K0.03%-9713F-HRTimeline
Maltin Wealth Management, Inc.3,311$391K0.19%+3513F-HRTimeline
Mayflower Financial Advisors, LLC3,300$390K0.06%013F-HRTimeline
Stillwater Wealth Management Group3,299$390K0.35%13F-HRTimeline
NRI Wealth Management LC3,258$385K0.27%13F-HRTimeline
Quantitative Investment Management, LLC3,246$383K0.03%new13F-HRTimeline
Elite Financial, Inc.3,226$381K0.21%13F-HRTimeline
Westfuller Advisors, LLC3,203$378K0.24%+3013F-HRTimeline
Sound View Wealth Advisors Group, LLC3,188$376K0.03%-62213F-HRTimeline
Black Diamond Financial, LLC3,150$372K0.06%013F-HRTimeline
Rehmann Capital Advisory Group3,145$371K0.02%+1,19213F-HRTimeline
Creekside Partners3,138$371K0.19%013F-HRTimeline
OBSIDIAN CIO, LLC3,132$370K0.07%+28313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,102$366K0.01%new13F-HRTimelineGroup
FAIRFIELD, BUSH & CO.3,092$365K0.21%013F-HRTimeline
Collaborative Wealth Managment Inc.3,092$365K0.17%-26013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,070$362K0.03%+18413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,051$360K0.01%-10313F-HRTimelineGroup
World Investment Advisors3,048$360K0.01%+98013F-HRTimeline
Bouchey Financial Group, Ltd.3,036$358K0.03%-60913F-HRTimeline
Capital Square, LLC2,872$357K0.2%+25013F-HRTimeline
Certified Advisory Corp3,027$357K0.04%+413F-HRTimeline
CWM, LLCin group CWM, LLC3,023$357K<0.01%+1,67113F-HRTimelineGroup
Chicago Partners Investment Group LLC3,000$355K0.01%+1013F-HRTimeline
Vickerman Investment Advisors, Inc.2,996$354K0.1%013F-HRTimeline
Amplius Wealth Advisors, LLC2,943$347K0.04%-15013F-HRTimeline
Mill Creek Capital Advisors, LLC2,901$343K0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,882$340K0.01%+7113F-HRTimeline
First Heartland Consultants, Inc.2,866$338K0.03%+89013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC2,852$337K0.08%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.2,835$335K0.11%013F-HRTimeline
Marshall Financial Group, LLC2,818$333K0.08%-5013F-HRTimeline
Mustard Seed Financial, LLC2,800$331K0.27%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,798$330K0.03%new13F-HRTimeline
Interchange Capital Partners, LLC2,788$329K0.12%-28813F-HRTimeline
WEDBUSH SECURITIES INC2,781$328K0.01%+22413F-HRTimeline
DAVENPORT & Co LLC2,774$328K<0.01%+413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,763$326K<0.01%-413F-HRTimelineGroup
Solidarity Wealth, LLC2,761$326K0.08%013F-HRTimeline
Dakota Wealth Management2,754$325K0.01%-40113F-HRTimeline
Retirement Planning Co of New England, …2,735$323K0.16%-1013F-HRTimeline
NewEdge Wealth, LLC2,732$323K0.01%-6,47113F-HRTimeline
AIRE ADVISORS, LLC2,725$322K0.07%+1313F-HRTimeline
McKinley Carter Wealth Services, Inc.2,707$320K0.02%-44713F-HRTimeline
Breakwater Capital Group2,700$319K0.06%+2313F-HRTimeline
Capital Investment Advisors, LLC2,648$313K0.01%-34513F-HRTimeline
Fairvoy Private Wealth, LLC2,606$308K0.08%13F-HRTimeline
Ausdal Financial Partners, Inc.2,567$303K0.03%new13F-HRTimeline
Retirement Planning Group, LLC2,561$302K0.02%+8913F-HRTimeline
MAS Advisors LLC2,549$301K0.5%-2,51813F-HRTimeline
FineMark National Bank & Trust2,464$291K0.01%-5213F-HRTimeline
J.W. COLE ADVISORS, INC.2,455$290K0.01%+19313F-HRTimeline
COURIER CAPITAL LLC2,414$285K0.02%-2413F-HRTimeline
Joseph P. Lucia & Associates, LLC2,406$284K0.13%013F-HRTimeline
Avior Wealth Management, LLC2,396$283K0.01%+46613F-HRTimeline
BOS Asset Management, LLC2,388$282K0.1%+413F-HRTimeline
Acropolis Investment Management, LLC2,383$281K0.02%+1113F-HRTimeline
SeaCrest Wealth Management, LLC2,380$281K0.03%new13F-HRTimeline
James J. Burns & Company, LLC2,349$277K0.05%013F-HRTimeline
PDS Planning, Inc2,340$276K0.02%-10913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,320$274K0.01%+48113F-HRTimelineGroup
Apollon Financial, LLCin group Apollon Wealth Management, LLC2,312$273K0.07%+22013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC2,308$273K0.12%new13F-HRTimeline
Global Retirement Partners, LLC2,277$269K0.01%+38013F-HRTimeline
WMS Partners, LLC2,257$266K0.01%-1513F-HRTimeline
Chris Bulman Inc2,254$266K0.17%013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA2,235$264K0.05%013F-HRTimeline
HBK Sorce Advisory LLC2,211$261K0.01%+7413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,194$259K0.14%+5313F-HRTimeline
Coordinated Financial Services, Inc.2,169$256K0.2%13F-HRTimeline
IFP Advisors, Inc2,165$256K0.01%+22513F-HRTimeline
Belpointe Asset Management LLC2,300$255K0.02%+313F-HRTimeline
Fisher Asset Management, LLC2,137$252K<0.01%-10313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,136$252K0.01%+1613F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,127$251K0.03%new13F-HRTimeline
CHANNEL WEALTH LLC2,121$250K0.08%-5813F-HRTimeline
FINANCIAL COUNSELORS INC2,118$250K<0.01%new13F-HRTimeline
Zhang Financial LLC2,114$250K0.01%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT2,110$249K0.03%new13F-HRTimeline
Private Advisory Group LLC2,105$249K0.03%013F-HR/ATimeline
Medallion Wealth Advisors, LLC2,073$248K0.12%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,077$245K<0.01%+1,78713F-HRTimelineGroup
Mascagni Wealth Management, Inc.2,047$245K0.24%13F-HR/ATimeline
Kathmere Capital Management, LLC2,060$243K0.02%new13F-HRTimeline
Valley Financial Group, Inc.2,049$242K0.17%-213F-HRTimeline
Wilson & Boucher Capital Management, LLC2,025$239K0.17%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,025$239K<0.01%-8113F-HRTimelineGroup
Summit Asset Management, LLC2,024$239K0.04%+1113F-HRTimeline
Legacy Advisors, LLC2,005$237K0.02%013F-HRTimeline
Moors & Cabot, Inc.2,004$237K0.01%-10113F-HRTimeline
Optimist Retirement Group LLC1,997$236K0.11%+1013F-HRTimeline
Keel Point, LLC1,993$235K0.02%-513F-HRTimeline
Ellevest, Inc.1,968$232K0.01%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,956$231K0.1%new13F-HRTimeline
Spectrum Financial Alliance Ltd LLC1,949$230K0.08%013F-HRTimeline
Boltwood Capital Management1,936$229K0.07%-613F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…1,909$225K0.04%-9913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,907$225K<0.01%new13F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.1,902$225K0.03%+613F-HRTimeline
Bridge Creek Capital Management LLC1,889$223K0.07%new13F-HRTimeline
Farther Finance Advisors, LLC1,884$222K0.01%-36913F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …1,882$222K0.13%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,876$221K0.01%new13F-HRTimeline
NWF Advisory Services Inc.1,872$221K0.03%013F-HRTimeline
Triumph Capital Management1,868$221K0.08%013F-HRTimeline
Welch Group, LLC1,865$220K0.01%+713F-HRTimeline
SWMG, LLC1,754$217K0.09%-1613F-HRTimeline
Onyx Bridge Wealth Group LLC1,833$216K0.03%-24213F-HRTimeline
Compass Advisory Group LLC1,824$215K0.08%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC1,819$215K0.07%13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC1,818$215K0.07%new13F-HRTimeline
Betterment LLC1,809$214K<0.01%new13F-HRTimeline
one8zero8, LLC1,809$214K0.05%13F-HRTimeline
Cadence Bank1,808$213K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,801$213K0.04%013F-HRTimeline
Global Trust Asset Management, LLC1,800$213K0.08%new13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,793$212K0.03%13F-HRTimeline
Perennial Investment Advisors, LLC1,777$210K0.02%-6613F-HRTimeline
Kingsview Wealth Management, LLC1,773$209K<0.01%new13F-HRTimeline
Carnegie Investment Counsel1,771$209K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC1,764$208K<0.01%new13F-HRTimeline
DAVIS R M INC1,752$207K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC1,749$207K0.01%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co1,725$204K0.01%-3,32513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,716$203K0.01%new13F-HRTimeline
RFG Advisory, LLC1,705$201K0.01%new13F-HRTimeline
TME FINANCIAL, INC.1,831$201K0.19%13F-HRTimeline
Advantage Trust Co1,689$199K0.12%+35213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,584$187K<0.01%013F-HRTimeline
EASTERN BANK1,563$185K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,555$184K0.04%013F-HRTimeline
Jackson Hole Capital Partners, LLC1,530$181K0.04%013F-HRTimeline
Global Financial Private Client, LLC1,500$177K0.07%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,491$176K0.01%013F-HRTimeline
MATHER GROUP, LLC.1,488$176K<0.01%-50013F-HRTimeline
PRIVATE TRUST CO NA1,450$171K0.02%-913F-HRTimeline
WHITTIER TRUST CO1,380$163K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,351$160K<0.01%-10013F-HRTimeline
Coppell Advisory Solutions LLC1,340$158K0.02%+5613F-HRTimeline
Vermillion Wealth Management, Inc.1,305$154K0.08%13F-HRTimeline
Empowered Funds, LLC1,303$154K<0.01%new13F-HRTimeline
Progressive Investment Management Corp1,300$153K0.04%013F-HRTimeline
Independence Bank of Kentucky1,300$153K0.02%-23613F-HRTimeline
MITCHELL SINKLER & STARR/PA1,296$153K0.04%013F-HRTimeline
CoreCap Advisors, LLC1,275$151K0.01%+51313F-HRTimeline
Cape Investment Advisory, Inc.1,275$151K0.06%-8413F-HRTimeline
Park Square Financial Group, LLC1,223$144K0.1%13F-HRTimeline
Viewpoint Capital Management LLC1,217$144K0.08%013F-HRTimeline
Ramirez Asset Management, Inc.1,210$143K0.03%013F-HRTimeline
Tortoise Investment Management, LLC1,146$135K0.01%+24013F-HR/ATimeline
JTC Employer Solutions Trustee Ltd1,148$135K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,140$135K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,140$135K0.1%13F-HRTimeline
Cherry Tree Wealth Management, LLC1,103$130K0.03%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,060$125K0.02%+6013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp1,000$118K0.01%013F-HRTimelineGroup
Sachetta, LLC983$116K0.05%new13F-HRTimeline
Sound Income Strategies, LLC956$113K0.01%+2113F-HRTimeline
Laurel Wealth Advisors LLC930$110K0.02%013F-HRTimeline
Continuum Advisory, LLC902$106K0.01%013F-HRTimeline
SYM FINANCIAL Corp899$106K0.01%+19613F-HRTimeline
Glass Jacobson Investment Advisors llc882$104K0.03%+913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Minot DeBlois Advisors LLC880$104K0.09%13F-HRTimeline
Fourth Dimension Wealth, LLC851$101K0.05%13F-HRTimeline
Aptus Capital Advisors, LLC850$100K<0.01%+5513F-HRTimeline
VSM Wealth Advisory, LLC829$97.8K0.03%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.828$97.8K0.05%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…825$97K0.04%013F-HRTimeline
Sandy Spring Bank820$96.8K<0.01%-2013F-HRTimeline
Pacific Center for Financial Services758$89.5K0.02%013F-HRTimeline
Lindbrook Capital, LLC721$85.1K0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.717$84K0.24%+813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…711$83.9K<0.01%013F-HRTimelineGroup
Davis Capital Management697$82.3K0.07%-1813F-HRTimeline
Geneos Wealth Management Inc.693$81.8K<0.01%+4713F-HRTimeline
HORIZON BANCORP INC /IN/676$80K0.04%+14113F-HRTimeline
Bernard Wealth Management Corp.677$79.9K0.04%13F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV657$77.5K0.01%+2213F-HRTimeline
Rialto Wealth Management, LLC619$73.1K0.02%13F-HRTimeline
TruNorth Capital Management, LLC619$73.1K0.02%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC598$71K<0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC593$70K0.04%013F-HRTimeline
Pflug Koory, LLC585$69.1K0.03%013F-HRTimeline
TSFG, LLC577$68K0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC574$67.8K0.02%+40513F-HRTimeline
AMERIFLEX GROUP, INC.536$67.4K0.03%13F-HRTimeline
Main Street Group, LTD562$66.2K0.02%+213F-HRTimeline
CVA Family Office, LLC560$66.1K0.01%013F-HRTimeline
Peterson Wealth Services552$65.2K0.02%+613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC540$63.8K<0.01%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp530$62.6K0.06%13F-HRTimeline
Hanson & Doremus Investment Management526$62K0.01%013F-HRTimeline