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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,003,658$2.72B0.25%-401,23213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,195,672$377M0.03%+443,38513F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,920,782$227M0.05%+41,15613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,582,629$187M0.04%+216,10313F-HRTimelineGroup
Beacon Capital Management, Inc.1,430,014$169M7.31%-89,83813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,184,343$140M2.73%+61,28213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,105,688$131M0.05%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,103,327$130M-239,220Timeline
FMR LLCin group FMR LLC1,063,681$126M0.01%-11,29213F-HRTimelineGroup
LPL Financial LLC758,255$89.5M0.04%+99,11713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC692,267$81.7M0.02%+97,66713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA526,304$62.1M0.01%-26,22913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP449,443$53.1M0.06%+16,37313F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC446,507$52.6M8.46%+144,91213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO437,817$51.7M<0.01%-486,86013F-HRTimelineGroup
Cetera Investment Advisers411,837$48.6M0.1%-29,52213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp362,356$42.8M0.14%-1,08513F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC342,212$40.4M1.39%-16,78613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…284,403$33.6M0.03%+8,02113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…237,861$28.1M0.02%+7,18613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…220,303$25.9M0.07%+23,61113F-HRTimelineGroup
SYNOVUS FINANCIAL CORP216,909$25.6M0.33%-226,31313F-HRTimeline
TIFF ADVISORY SERVICES, LLC213,451$25.2M8.21%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.212,166$25.1M0.06%-11,85313F-HR/ATimelineGroup
TD Waterhouse Canada Inc.200,190$23.6M0.19%+16,54613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC185,101$21.9M0.01%+86,75113F-HR/ATimelineGroup
Allianz SEin group Allianz SE183,416$21.7M0.56%+183,25413F-HRTimelineGroup
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC174,588$20.6M0.36%013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC169,200$20M0.1%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC165,211$19.5M0.03%+13,98713F-HRTimeline
Hamilton Wealth, LLC165,189$19.5M4.73%+26,77113F-HRTimeline
Estate Counselors, LLC162,570$19.2M2.05%+51013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS155,482$18.4M0.05%-6,16313F-HRTimeline
MML INVESTORS SERVICES, LLC153,903$18.2M0.06%+85,95213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC151,627$17.9M0.11%+6,71513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.147,883$17.5M0.11%-2,31213F-HRTimeline
Full Sail Capital, LLC147,077$17.4M1.11%-3,12513F-HRTimeline
Cedar Mountain Advisors, LLC146,575$17.3M3.8%-7913F-HRTimeline
TRUST CO OF OKLAHOMA140,725$16.6M5.31%-26013F-HRTimeline
CMH Wealth Management LLC137,867$16.3M3.73%+1,70113F-HRTimeline
THEORY FINANCIAL LLC137,715$16.3M6.8%-3,43613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …130,340$15.4M0.26%+1,49013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP134,265$14.7M0.02%-3,45813F-HRTimelineGroup
Janney Montgomery Scott LLC123,456$14.6M0.04%+37,64013F-HRTimeline
HighTower Advisors, LLC122,105$14.4M0.02%+7,19513F-HRTimeline
Mariner, LLCin group Mariner, LLC120,842$14.3M0.02%+3,18613F-HRTimelineGroup
Atria Wealth Solutions, Inc.119,323$14.1M0.15%-73313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding119,268$14.1M+15,234Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP118,004$13.9M0.02%+4,91613F-HRTimelineGroup
WBH ADVISORY INC117,137$13.8M1.28%-613F-HRTimeline
Sanctuary Advisors, LLC108,250$13.7M0.09%+12,61413F-HRTimeline
EWG Elevate Inc.109,420$12.9M3.94%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC107,931$12.7M0.29%+1,75913F-HRTimelineGroup
Bordeaux Wealth Advisors LLC106,799$12.6M2.03%-1,04113F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB104,948$12.4M0.35%-47013F-HRTimeline
Exchange Capital Management, Inc.97,960$11.6M1.84%+43313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…97,890$11.6M0.02%+86,72413F-HRTimelineGroup
Cresset Asset Management, LLC92,151$10.9M0.05%-78713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC90,611$10.7M<0.01%-12,91413F-HRTimelineGroup
Cambridge Investment Research Advisors,…89,878$10.6M0.04%+2,95413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.86,544$10.2M1.3%-1,91013F-HRTimeline
Winthrop Capital Management, LLC85,607$10.1M2.69%-12,30313F-HRTimeline
Strategic Wealth Partners, Ltd.76,183$9.63M0.8%+1,85413F-HRTimeline
Ayalon Insurance Comp Ltd.80,662$9.52M2.94%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…79,096$9.34M0.02%+2,82013F-HR/ATimeline
Northeast Financial Consultants Inc78,963$9.32M0.39%+12813F-HRTimeline
CHAI TRUST CO LLCin group CHAI TRUST CO LLC76,839$9.07M0.47%+2,68613F-HRTimelineGroup
Creative Planningin group Creative Planning75,771$8.95M0.01%-7,42913F-HRTimelineGroup
Axiom Financial Strategies, LLC72,962$8.61M4.81%+1,20613F-HRTimeline
Callan Capital, LLC71,214$8.41M0.61%-42213F-HRTimeline
Wall Street Financial Group, Inc.70,525$8.33M8.13%+5,53113F-HRTimeline
Cavalier Investments, LLC68,729$8.11M2.71%+2,83213F-HRTimeline
Wheelhouse Advisory Group LLC67,232$7.94M4.71%+1,94413F-HRTimeline
Richmond Brothers, Inc.67,031$7.91M5.07%+3,29013F-HRTimeline
Invst, LLC66,807$7.89M0.96%-10,44913F-HRTimeline
Sabal Trust CO65,920$7.78M0.45%+34913F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC64,172$7.58M0.09%+20,07413F-HRTimelineGroup
Polianta Ltd63,100$7.45M3.56%-2,60013F-HRTimeline
Robertson Stephens Wealth Management, L…59,389$7.01M0.25%-11,76813F-HRTimeline
LCM Capital Management Inc59,262$7M3.95%+24213F-HRTimeline
Keeley-Teton Advisors, LLC59,113$6.98M0.81%+17113F-HRTimeline
TAP Consulting, LLC58,836$6.95M1.42%-1,11413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding57,601$6.8M+3,208Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC57,375$6.77M1.96%13F-HRTimeline
AE Wealth Management LLC56,076$6.62M0.06%-3,13413F-HRTimeline
Financial Freedom, LLC54,235$6.4M3.38%+5513F-HRTimeline
Curran Financial Partners, LLC51,879$6.13M1.61%-61913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC51,699$6.1M0.12%+48113F-HRTimeline
WFA Asset Management Corp51,023$6.02M3.26%-3,70013F-HRTimeline
Centered Wealth LLC dba Miller Equity C…50,190$5.93M2.26%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd50,102$5.92M0.12%new13F-HRTimelineGroup
Tranquilli Financial Advisor LLC48,189$5.69M3.6%-13613F-HRTimeline
CW Advisors, LLC47,481$5.61M0.08%-59313F-HRTimeline
SOL Capital Management CO47,460$5.6M0.62%-27513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…44,649$5.51M0.31%+6,45613F-HRTimeline
COMERICA BANK45,837$5.41M0.02%+18513F-HR/ATimeline
Trek Financial, LLC45,755$5.4M0.4%new13F-HRTimeline
Kinloch Capital, LLC45,367$5.36M2.68%-7,71913F-HRTimeline
Merit Financial Group, LLC43,901$5.18M0.09%+17813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC43,418$5.13M0.07%+513F-HRTimeline
Atria Investments, Inc42,486$5.02M0.06%+1,66213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC41,021$4.84M0.05%+1,19313F-HRTimeline
Integrated Wealth Concepts LLC40,646$4.8M0.06%+1,02213F-HRTimeline
Frank, Rimerman Advisors LLC40,442$4.78M0.35%+3,04213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers40,434$4.77M0.01%+4,43213F-HRTimelineGroup
LMG Wealth Partners, LLC40,312$4.76M1.04%+77513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,599$4.68M0.01%-11,19713F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…39,353$4.65M0.38%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC38,454$4.56M0.02%+3,75013F-HRTimelineGroup
IHT Wealth Management, LLC38,415$4.54M0.15%+11,78413F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co37,101$4.38M1%+12513F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding36,132$4.27MnewTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …44,085$4.21M0.54%-3,19113F-HRTimelineGroup
Crown Wealth Group, LLC35,557$4.2M1.71%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC35,528$4.19M0.78%+3,33713F-HRTimeline
WORLD EQUITY GROUP, INC.34,882$4.12M0.88%new13F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…34,449$4.07M0.37%-209,35013F-HRTimelineGroup
Argentarii, LLC34,197$4.04M2.03%13F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…33,928$4.01M0.04%+5,39813F-HRTimelineGroup
North Forty Two & Co.33,097$3.91M4.51%13F-HRTimeline
Anchor Investment Management, LLC33,001$3.9M0.36%-89313F-HRTimeline
MAI Capital Management32,189$3.8M0.03%+23,46213F-HRTimeline
PARK NATIONAL CORP /OH/31,831$3.76M0.14%-1,49713F-HRTimeline
Royal Fund Management, LLC30,816$3.67M0.4%+1,98213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,905$3.65M0.1%-1,65613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC30,790$3.64M0.01%+28,40913F-HRTimelineGroup
Gladstone Institutional Advisory LLC30,733$3.63M0.17%+13713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT30,577$3.61M1.66%+1,31913F-HRTimeline
Foundations Investment Advisors, LLC30,319$3.58M0.07%-913F-HRTimeline
Private Advisor Group, LLC30,020$3.54M0.02%+1,49213F-HRTimeline
Clark Capital Management Group, Inc.29,369$3.47M0.02%-21,60113F-HRTimeline
Marmo Financial Group, LLC29,141$3.44M1.86%-90313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,580$3.37M0.05%+3,45213F-HRTimelineGroup
Advisors Capital Management, LLC28,461$3.36M0.05%-85513F-HRTimeline
Focus Financial Network, Inc.28,273$3.34M0.13%-3,45013F-HRTimeline
Allworth Financial LP26,805$3.31M0.02%+25,26313F-HRTimeline
City State Bank27,814$3.28M1.16%-64213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,386$3.23M<0.01%-82913F-HRTimelineGroup
STAPP WEALTH MANAGEMENT, PLLC26,967$3.18M4.96%+15713F-HRTimeline
FIRST FINANCIAL CORP /IN/26,622$3.14M1.46%+73413F-HRTimeline
BOKF, NAin group BOKF, NA27,080$3.13M0.05%-40513F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES26,359$3.11M1.18%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,236$2.98M<0.01%+5,69313F-HRTimelineGroup
Joule Financial, LLC25,044$2.96M1.05%+92913F-HRTimeline
Retireful, LLC24,707$2.92M1.64%new13F-HRTimeline
Waverly Advisors, LLC24,074$2.84M0.04%+3,97013F-HRTimeline
Snowden Capital Advisors LLC23,842$2.82M0.09%+10213F-HRTimeline
Trinity Legacy Partners, LLC23,743$2.8M0.72%-1,02313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,547$2.78M0.03%+4,58813F-HRTimelineGroup
Bray Capital Advisors23,323$2.75M0.75%-6,04013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC22,518$2.66M0.22%+4313F-HRTimeline
Praetorian Wealth Management, Inc.21,833$2.58M0.63%+40913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …21,701$2.56M0.04%013F-HRTimelineGroup
Altura Wealth Advisors Inc.21,459$2.53M1.87%-3,44813F-HRTimeline
Gray Wealth Management Inc.21,057$2.49M0.94%+83413F-HRTimeline
O'ROURKE & COMPANY, Inc20,701$2.44M1.2%+80313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,118$2.37M0.01%+3,74613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.19,981$2.36M<0.01%+14,96913F-HRTimelineGroup
Beacon Pointe Advisors, LLC19,890$2.35M0.03%+3,51713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,808$2.34M0.01%-2,47913F-HRTimeline
NorthCrest Asset Manangement, LLC19,603$2.31M0.07%-3313F-HR/ATimeline
Essential Planning, LLC.19,500$2.3M0.02%new13F-HRTimeline
Avion Wealth19,506$2.3M0.59%-52813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC19,249$2.27M<0.01%+24913F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC19,046$2.25M0.07%+16,81913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.18,919$2.23M0.16%+22213F-HRTimelineGroup
MontVue Capital Management, Inc.18,919$2.23M1.7%013F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC18,783$2.22M0.97%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,535$2.19M0.08%+35313F-HRTimelineGroup
D.A. DAVIDSON & CO.18,510$2.19M0.02%+84813F-HRTimeline
NewEdge Advisors, LLC18,378$2.17M0.01%+2,00013F-HRTimeline
Federation des caisses Desjardins du Qu…18,207$2.15M0.01%+1713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,148$2.14M0.15%+8613F-HRTimeline
Elevation Capital Advisory, LLC18,116$2.14M0.92%+9,20213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD18,100$2.14M0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC17,960$2.12M0.04%+78013F-HRTimeline
Independent Advisor Alliance17,438$2.06M0.03%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…17,425$2.06M0.79%13F-HRTimeline
Raab & Moskowitz Asset Management LLC17,234$2.03M0.5%+4513F-HRTimeline
Aspen Grove Capital, LLC17,182$2.03M0.43%-2,01813F-HRTimeline
Eaton Financial Holdings Company, LLC17,159$2.03M0.78%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding16,509$1.95M+558Timeline
TRANSATLANTIQUE PRIVATE WEALTH LLC16,321$1.93M0.73%+1,45613F-HR/ATimeline
Apexium Financial, LP16,285$1.92M0.12%+2,20013F-HRTimeline
Terra Nova Asset Management LLC16,262$1.92M1.46%+7913F-HRTimeline
Prime Capital Investment Advisors, LLC15,783$1.86M0.03%-15113F-HRTimeline
Hershey Financial Advisers, LLC15,757$1.86M1.64%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC15,650$1.85M0.03%-79113F-HRTimeline
Idaho Trust Co15,290$1.81M0.91%+81913F-HRTimeline
Parallel Advisors, LLC15,105$1.78M0.04%-613F-HRTimeline
Laidlaw Wealth Management LLC15,101$1.78M0.78%-6113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co14,810$1.75M0.02%-13713F-HRTimelineGroup
Krilogy Financial LLC14,603$1.72M0.11%+1,15113F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC14,510$1.71M0.88%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,100$1.66M<0.01%013F-HRTimeline
Evanson Asset Management, LLC13,547$1.6M0.11%+15313F-HRTimeline
Disciplined Investors, L.L.C.13,760$1.6M1.54%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,354$1.58M<0.01%+1,44413F-HRTimelineGroup
Bank of Marin13,280$1.57M1.24%013F-HRTimeline
Keebeck Wealth Management13,261$1.57M0.23%013F-HRTimeline