Skip to content
Disclosery

VFH VANGUARD WORLD FD

Follow

FINANCIALS ETF (fund)

701 managers (706 13F filers) reported a position in VFH shares at 2025-03-31, 52,925,750 shares in all. 54 filers opened a position and 50 filers sold out during the quarter.

Managers
701
13F filers
706
New
54
Added
269
Reduced
203
Sold out
50
Shares held by filers
52,925,750

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/22,992,787$2.75B0.24%-10,87113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,625,529$433M0.03%+429,85713F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,906,612$228M0.05%-14,17013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,661,360$198M0.05%+78,73113F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,215,977$145M3.47%+31,63413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,113,508$133M+10,181Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,077,650$129M0.05%-28,03813F-HRTimelineGroup
FMR LLCin group FMR LLC1,036,027$124M0.01%-27,65413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC863,486$103M0.03%+171,21913F-HRTimelineGroup
LPL Financial LLC785,932$93.9M0.04%+27,67713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO539,110$64.4M<0.01%+101,29313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA516,452$61.7M0.01%-9,85213F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP473,173$56.5M0.06%+23,73013F-HRTimelineGroup
Cetera Investment Advisers468,599$56M0.11%+56,76213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…418,997$50.1M0.04%+134,59413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp353,901$42.3M0.15%-8,45513F-HRTimelineGroup
Beacon Capital Management, Inc.340,791$42.3M2.1%-1,089,22313F-HRTimeline
KCM INVESTMENT ADVISORS LLC348,157$41.6M1.49%+5,94513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS302,487$36.1M0.03%+302,48313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.269,089$32.2M0.07%+56,92313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…239,267$28.6M0.01%+1,40613F-HRTimelineGroup
Allianz SEin group Allianz SE230,365$27.5M0.73%+46,94913F-HRTimelineGroup
SYNOVUS FINANCIAL CORP217,197$25.9M0.34%+28813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…215,055$25.7M0.06%-5,24813F-HRTimelineGroup
TIFF ADVISORY SERVICES, LLC213,451$25.5M6.07%013F-HRTimeline
TD Waterhouse Canada Inc.198,000$23.6M0.19%-2,19013F-HRTimeline
BARINGS LLCin group BARINGS LLC177,546$21.2M0.53%new13F-HRTimelineGroup
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC174,588$20.9M0.37%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC173,524$20.7M0.12%+21,89713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC173,181$20.7M0.03%+7,97013F-HRTimeline
THEORY FINANCIAL LLC172,028$20.6M8.67%+34,31313F-HRTimeline
MML INVESTORS SERVICES, LLC168,475$20.1M0.07%+14,57213F-HRTimeline
Estate Counselors, LLC162,940$19.5M2.02%+37013F-HRTimeline
Hamilton Wealth, LLC154,217$18.4M4.44%-10,97213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS152,149$18.2M0.05%-3,33313F-HRTimeline
Cedar Mountain Advisors, LLC146,211$17.5M3.91%-36413F-HRTimeline
Full Sail Capital, LLC145,074$17.3M1.12%-2,00313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.144,728$17.3M0.1%-3,15513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …139,712$16.7M0.29%+9,37213F-HRTimelineGroup
TRUST CO OF OKLAHOMA137,944$16.5M5.69%-2,78113F-HRTimeline
CMH Wealth Management LLC135,356$16.2M4.05%-2,51113F-HRTimeline
Janney Montgomery Scott LLC134,514$16.1M0.05%+11,05813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP133,885$16M0.03%+15,88113F-HRTimelineGroup
Ayalon Insurance Comp Ltd.128,081$15.3M4.94%+47,41913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP124,524$14.9M0.02%-9,74113F-HRTimelineGroup
GWN SECURITIES INC.119,230$14.7M0.83%+110,06613F-HRTimeline
HighTower Advisors, LLC121,091$14.5M0.02%-1,01413F-HRTimeline
WBH ADVISORY INC115,965$13.9M1.29%-1,17213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding112,871$13.5M-6,397Timeline
SEARCY FINANCIAL SERVICES INC /ADV109,871$13.1M5.68%new13F-HRTimeline
Sanctuary Advisors, LLC109,216$13M0.09%+96613F-HRTimeline
MassMutual Private Wealth & Trust, FSB108,920$13M0.38%+3,97213F-HRTimeline
Mariner, LLCin group Mariner, LLC107,109$12.8M0.02%-13,73313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC107,931$12.7M0.29%013F-HRTimelineGroup
Bordeaux Wealth Advisors LLC105,029$12.5M2.32%-1,77013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…103,521$12.4M0.02%+24,42513F-HRTimeline
Cambridge Investment Research Advisors,…100,856$12M0.04%+10,97813F-HRTimeline
Exchange Capital Management, Inc.100,086$12M1.94%+2,12613F-HRTimeline
Winthrop Capital Management, LLC99,962$11.9M3.29%+14,35513F-HRTimeline
Cresset Asset Management, LLC97,221$11.6M0.06%+5,07013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC95,861$11.5M0.13%+31,68913F-HRTimelineGroup
Atria Wealth Solutions, Inc.94,294$11.3M0.14%-25,02913F-HRTimeline
Marmo Financial Group, LLC93,039$11.1M6.08%+63,89813F-HRTimeline
EWG Elevate Inc.89,298$10.7M4.04%-20,12213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC89,200$10.7M0.05%-80,00013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC89,114$10.6M<0.01%-1,49713F-HR/ATimelineGroup
Northeast Financial Consultants Inc80,761$9.65M0.43%+1,79813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.80,203$9.58M1.2%-6,34113F-HRTimeline
Creative Planningin group Creative Planning78,880$9.42M0.01%+3,10913F-HRTimelineGroup
CHAI TRUST CO LLCin group CHAI TRUST CO LLC76,839$9.18M0.57%013F-HRTimelineGroup
Callan Capital, LLC70,163$8.38M0.62%-1,05113F-HRTimeline
Wheelhouse Advisory Group LLC69,993$8.36M4.78%+2,76113F-HRTimeline
Wall Street Financial Group, Inc.69,966$8.36M8.66%-55913F-HRTimeline
Cavalier Investments, LLC68,611$8.2M2.78%-11813F-HRTimeline
Richmond Brothers, Inc.68,534$8.19M5.18%+1,50313F-HRTimeline
WFA Asset Management Corp77,824$7.97M4.17%+26,80113F-HRTimeline
Sabal Trust CO65,195$7.79M0.43%-72513F-HRTimeline
Polianta Ltd63,100$7.54M3.64%013F-HRTimeline
LCM Capital Management Inc60,886$7.27M4.27%+1,62413F-HRTimeline
Robertson Stephens Wealth Management, L…59,722$7.14M0.27%+33313F-HRTimeline
AE Wealth Management LLC59,609$7.12M0.06%+3,53313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC58,995$7.05M1.96%+1,62013F-HRTimeline
Keeley-Teton Advisors, LLC58,659$7.01M0.85%-45413F-HRTimeline
Kinloch Capital, LLC58,619$7M3.35%+13,25213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,588$6.88M0.01%+17,98913F-HRTimelineGroup
Summit Financial, LLC57,280$6.84M0.19%new13F-HRTimeline
Financial Freedom, LLC53,757$6.42M3.69%-47813F-HRTimeline
Invst, LLC52,862$6.32M0.86%-13,94513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC51,746$6.18M0.07%+33,68013F-HRTimelineGroup
Gibraltar Capital Management, Inc.50,190$6M1.3%new13F-HRTimeline
Tranquilli Financial Advisor LLC48,490$5.79M3.67%+30113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers48,006$5.74M0.01%+7,57213F-HRTimelineGroup
SOL Capital Management CO47,810$5.71M0.63%+35013F-HRTimeline
Integrated Wealth Concepts LLC47,780$5.71M0.07%+7,13413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC47,706$5.7M0.1%-3,99313F-HRTimeline
COMERICA BANK46,134$5.51M0.02%+29713F-HRTimeline
Frank, Rimerman Advisors LLC45,567$5.44M0.43%+5,12513F-HRTimeline
Merit Financial Group, LLC44,609$5.33M0.08%+70813F-HRTimeline
Atria Investments, Inc44,505$5.32M0.07%+2,01913F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …43,555$5.2M0.68%-53013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC42,786$5.11M0.08%-63213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC42,759$5.11M0.05%+1,73813F-HRTimeline
Private Advisor Group, LLC42,305$5.05M0.03%+12,28513F-HRTimeline
LMG Wealth Partners, LLC40,866$4.88M1.09%+55413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…39,815$4.76M0.12%+8,91013F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…39,353$4.7M0.41%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC39,167$4.68M0.02%+71313F-HRTimelineGroup
Guerra Advisors Inc38,944$4.65M2.6%new13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT38,529$4.6M1.94%+7,95213F-HRTimeline
Clark Capital Management Group, Inc.38,029$4.54M0.03%+8,66013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co37,151$4.44M1.07%+5013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP37,088$4.38M<0.01%+11,85213F-HR/ATimelineGroup
Matthew Goff Investment Advisor, LLC35,360$4.22M0.78%-16813F-HRTimeline
Argentarii, LLC34,765$4.15M2.06%+56813F-HRTimeline
Trek Financial, LLC34,730$4.15M0.3%-11,02513F-HRTimeline
Crown Wealth Group, LLC34,506$4.12M2.14%-1,05113F-HRTimeline
Anchor Investment Management, LLC33,270$3.97M0.37%+26913F-HRTimeline
North Forty Two & Co.33,097$3.95M4.38%013F-HRTimeline
MAI Capital Management33,058$3.95M0.03%+86913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding32,782$3.92M-24,819Timeline
CW Advisors, LLC32,352$3.87M0.05%-15,12913F-HRTimeline
Cascade Financial Partners, LLC31,859$3.81M0.48%+25,15913F-HRTimeline
PARK NATIONAL CORP /OH/31,416$3.75M0.14%-41513F-HRTimeline
NRI Wealth Management LC30,782$3.68M2.72%+27,52413F-HRTimeline
Foundations Investment Advisors, LLC30,548$3.65M0.07%+22913F-HRTimeline
FIRST FINANCIAL CORP /IN/30,092$3.6M1.74%+3,47013F-HRTimeline
IHT Wealth Management, LLC29,335$3.51M0.11%-9,08013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd28,870$3.45M0.08%-21,23213F-HRTimelineGroup
Focus Financial Network, Inc.28,540$3.41M0.14%+26713F-HRTimeline
City State Bank28,346$3.39M1.12%+53213F-HRTimeline
Gladstone Institutional Advisory LLC28,340$3.39M0.16%-2,39313F-HRTimeline
Axiom Financial Strategies, LLC28,231$3.37M2%-44,73113F-HRTimeline
Advisors Capital Management, LLC27,945$3.34M0.05%-51613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …27,882$3.33M0.05%-69813F-HRTimelineGroup
Altura Wealth Advisors Inc.27,768$3.32M2.2%+6,30913F-HRTimeline
Federation des caisses Desjardins du Qu…27,536$3.29M0.02%+9,32913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,522$3.29M<0.01%+13613F-HRTimelineGroup
BOKF, NAin group BOKF, NA27,020$3.23M0.06%-6013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,335$3.15M0.03%+2,78813F-HRTimelineGroup
Waverly Advisors, LLC26,049$3.11M0.04%+1,97513F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC25,949$3.1M4.77%-1,01813F-HRTimeline
Allworth Financial LP26,645$3.08M0.02%-16013F-HRTimeline
Tandem Wealth Advisors LLC25,293$3.02M1.58%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,151$3M<0.01%+20,83713F-HRTimelineGroup
Joule Financial, LLC25,026$2.99M1.05%-1813F-HRTimeline
Advisory Services Network, LLC24,536$2.93M0.06%+6,57613F-HRTimeline
Trinity Legacy Partners, LLC23,497$2.9M0.73%-24613F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC24,006$2.87M1.14%+7,68513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC23,809$2.84M0.01%-6,98113F-HRTimelineGroup
Snowden Capital Advisors LLC23,691$2.83M0.09%-15113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC22,417$2.68M0.23%-10113F-HRTimeline
O'ROURKE & COMPANY, Inc22,393$2.68M1.33%+1,69213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …22,251$2.66M0.04%+55013F-HRTimelineGroup
Praetorian Wealth Management, Inc.21,940$2.62M0.64%+10713F-HRTimeline
NorthCrest Asset Manangement, LLC21,793$2.6M0.08%+2,19013F-HRTimeline
Silver Coast Investments LLC21,637$2.59M0.98%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,977$2.51M0.01%+85913F-HRTimelineGroup
Quantinno Capital Management LP20,690$2.47M0.02%+9,55813F-HRTimeline
NewEdge Advisors, LLC20,477$2.45M0.01%+2,09913F-HRTimeline
Beacon Pointe Advisors, LLC19,894$2.38M0.03%+413F-HRTimeline
Avion Wealth19,506$2.3M0.59%013F-HRTimeline
Orion Porfolio Solutions, LLC19,176$2.29M0.02%+9,86113F-HRTimeline
Orion Portfolio Solutions, LLC19,176$2.29M0.02%+9,86113F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC19,127$2.29M0.07%+8113F-HRTimeline
D.A. DAVIDSON & CO.19,103$2.28M0.02%+59313F-HRTimeline
MontVue Capital Management, Inc.18,889$2.26M1.81%-3013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.18,665$2.23M0.16%-25413F-HRTimelineGroup
SCS Capital Management LLC18,618$2.22M0.03%new13F-HR/ATimeline
HARBOUR INVESTMENT MANAGEMENT LLC18,588$2.22M1%-19513F-HRTimeline
Semmax Financial Advisors Inc.18,365$2.2M0.6%+8,38713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,441$2.2M0.09%-9413F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC18,182$2.17M0.16%+3413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.17,795$2.13M<0.01%-2,18613F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC17,786$2.12M0.53%+55213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC17,512$2.09M0.03%+1,86213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,359$2.07M<0.01%-2,44913F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…17,321$2.07M0.38%-17,12813F-HRTimelineGroup
Aspen Grove Capital, LLC17,254$2.06M0.4%+7213F-HRTimeline
Idaho Trust Co17,216$2.06M0.84%+1,92613F-HRTimeline
Prime Capital Investment Advisors, LLC16,732$2M0.02%+94913F-HRTimeline
Investor's Fiduciary Advisor Network, L…16,611$1.98M0.94%-81413F-HRTimeline
Apexium Financial, LP16,285$1.95M0.12%013F-HRTimeline
Terra Nova Asset Management LLC16,251$1.94M1.53%-1113F-HRTimeline
Royal Fund Management, LLC16,071$1.94M0.23%-14,74513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,771$1.88M0.02%+4,89713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,278$1.83M<0.01%-3,97113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding14,976$1.79M-1,533Timeline
Fiduciary Trust Coin group Fiduciary Trust Co14,750$1.76M0.02%-6013F-HRTimelineGroup
Parallel Advisors, LLC14,711$1.76M0.04%-39413F-HRTimeline
Krilogy Financial LLC14,640$1.75M0.11%+3713F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC14,510$1.73M1.13%013F-HRTimeline
Disciplined Investors, L.L.C.14,431$1.72M1.56%+67113F-HRTimeline
Novak & Powell Financial Services, Inc.13,961$1.67M1.04%+9,61413F-HRTimeline
TWO SIGMA SECURITIES, LLC13,750$1.64M0.25%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,687$1.64M<0.01%+5,42413F-HRTimelineGroup
Evanson Asset Management, LLC13,674$1.63M0.12%+12713F-HRTimeline
Horizon Family Wealth, Inc.13,597$1.62M1.08%new13F-HRTimeline
Prospera Financial Services Inc13,500$1.61M0.04%+5,51613F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD13,100$1.57M<0.01%-5,00013F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC13,084$1.56M0.3%-8013F-HR/ATimeline