Skip to content
Disclosery

VOX VANGUARD WORLD FD

Follow

SHS (fund)

446 managers (449 13F filers) reported a position in VOX shares at 2024-12-31, 17,138,017 shares in all. 32 filers opened a position and 36 filers sold out during the quarter.

Managers
446
13F filers
449
New
32
Added
150
Reduced
148
Sold out
36
Shares held by filers
17,138,017

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
CHATHAM CAPITAL GROUP, INC.4,324$670K0.11%+6313F-HRTimeline
Steward Partners Investment Advisory, L…4,227$655K0.01%-82313F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV4,227$655K0.15%+21613F-HRTimeline
Wealthspire Retirement, LLC4,084$633K0.05%+13013F-HRTimeline
OBSIDIAN CIO, LLC4,066$630K0.12%+1,22013F-HRTimeline
Mainstream Capital Management LLC3,944$611K0.43%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,866$599K0.03%013F-HR/ATimeline
Beckerman Institutional, LLC3,810$590K0.47%-1713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,709$575K<0.01%+19113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,694$572K<0.01%-1,57413F-HRTimeline
Bragg Financial Advisors, Inc3,651$566K0.02%+34913F-HRTimeline
Keel Point, LLC3,572$554K0.04%+23713F-HRTimeline
Evolution Wealth Advisors, LLC3,551$550K0.09%013F-HRTimeline
&PARTNERS3,411$543K0.01%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC3,476$539K0.22%+12513F-HRTimeline
OneDigital Investment Advisors LLC3,438$533K0.01%+4213F-HRTimeline
Modera Wealth Management, LLC3,435$532K0.01%013F-HRTimeline
NewEdge Advisors, LLC3,338$517K<0.01%-58913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,168$517K0.08%+93513F-HRTimeline
Missouri Trust & Investment Co3,305$512K0.18%-1013F-HRTimeline
INGALLS & SNYDER LLC3,300$511K0.02%-17013F-HRTimeline
Mittelman Wealth Management3,273$507K0.47%013F-HRTimeline
Hoxton Planning & Management, LLC3,266$506K0.19%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,235$501K0.14%-10013F-HRTimeline
Mutual Advisors, LLC3,195$499K0.01%013F-HRTimeline
GLOBALT Investments LLC / GA3,123$484K0.02%-8113F-HRTimeline
Cornerstone Wealth Management, LLC3,118$483K0.03%013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC3,094$479K0.35%-5,02813F-HRTimeline
Amundiin group Amundi3,042$478K<0.01%new13F-HRTimelineGroup
Glenview Trust Co3,080$477K0.01%-5013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,055$473K<0.01%+1,03313F-HRTimelineGroup
BRIGHTON JONES LLC3,041$471K0.01%-613F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK2,966$460K<0.01%+40013F-HRTimelineGroup
NorthCoast Asset Management LLC2,941$456K<0.01%+14513F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC2,922$453K0.02%+6913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,912$451K<0.01%+98313F-HR/ATimeline
BBR PARTNERS, LLC2,876$446K0.03%013F-HRTimeline
WARNER FINANCIAL, INC2,838$440K0.19%+513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.2,827$438K0.13%-10013F-HRTimeline
Sandy Spring Bank2,810$435K0.02%-11313F-HRTimeline
Avestar Capital, LLC2,777$430K0.04%+1413F-HRTimeline
USA FINANCIAL FORMULAS2,751$426K0.07%-61213F-HRTimeline
CAPITAL MANAGEMENT CORP /VA2,750$426K0.08%013F-HRTimeline
Gladstone Institutional Advisory LLC2,711$420K0.02%-2,02113F-HRTimeline
Maltin Wealth Management, Inc.2,704$419K0.21%+1813F-HRTimeline
Allworth Financial LP2,617$419K<0.01%+16113F-HRTimeline
Bordeaux Wealth Advisors LLC2,677$415K0.07%-65913F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…2,650$411K0.01%013F-HRTimeline
Global Financial Private Client, LLC2,645$410K0.15%+44513F-HRTimeline
Trexquant Investment LP2,632$408K<0.01%-62313F-HRTimeline
Summit Financial, LLC2,621$406K0.01%013F-HRTimeline
Mill Creek Capital Advisors, LLC2,607$404K0.01%+313F-HRTimeline
Avantax Planning Partners, Inc.2,588$401K0.01%+74813F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,530$392K0.03%-8613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,529$392K0.18%+40813F-HRTimeline
TRUST CO OF VERMONT2,481$384K0.02%new13F-HRTimeline
Wealthfront Advisers LLC2,426$376K<0.01%+5113F-HR/ATimeline
McAdam, LLC2,414$374K0.02%+613F-HRTimeline
SignalPoint Asset Management, LLC2,397$371K0.09%-1,04413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,354$367K0.03%+14713F-HRTimeline
SWMG, LLC2,279$365K0.15%-2013F-HRTimeline
Hennion & Walsh Asset Management, Inc.2,333$362K0.02%+28313F-HRTimeline
Boltwood Capital Management2,307$357K0.11%-1413F-HRTimeline
BLAIR WILLIAM & CO/IL2,289$355K<0.01%-1913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,284$354K<0.01%+32113F-HR/ATimelineGroup
ACCESS FINANCIAL SERVICES, INC.2,282$354K0.16%-7913F-HRTimeline
WEALTH ALLIANCE, LLC2,269$352K0.04%013F-HRTimeline
Yoder Wealth Management, Inc.2,268$351K0.19%013F-HRTimeline
Crewe Advisors LLC2,267$351K0.05%013F-HRTimeline
McCollum Christoferson Group LLC2,261$350K0.1%013F-HRTimeline
Blackston Financial Advisory Group, LLC2,224$345K0.17%-22013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.2,216$343K0.22%013F-HRTimeline
WATERS PARKERSON & CO., LLC2,216$343K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…2,210$342K0.11%013F-HRTimeline
Goelzer Investment Management, Inc.2,184$338K0.02%-513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,176$337K0.02%+20213F-HRTimelineGroup
Wealthspire Advisors, LLC2,151$333K<0.01%013F-HRTimeline
M.E. ALLISON & CO., INC.2,115$328K0.36%13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,100$325K<0.01%-2,90013F-HRTimelineGroup
Elm Partners Management LLC2,095$325K0.02%+13313F-HRTimeline
Abbot Financial Management, Inc.2,075$322K0.16%013F-HRTimeline
Redwood Financial Network Corp2,064$320K0.24%-71113F-HRTimeline
Blue Fin Capital, Inc.2,061$319K0.06%-5013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,032$315K<0.01%+3013F-HRTimelineGroup
GRIES FINANCIAL LLC2,008$311K0.06%-1,18413F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,972$306K0.16%-913F-HRTimeline
Prestige Wealth Management Group LLC1,967$305K0.06%013F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,963$304K<0.01%+10013F-HRTimelineGroup
Crown Wealth Group, LLC1,897$294K0.12%-28413F-HRTimeline
North Forty Two & Co.1,884$292K0.34%13F-HRTimeline
Western Wealth Management, LLC1,873$290K0.02%+413F-HR/ATimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,833$284K0.01%-9313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,827$283K0.01%-27413F-HRTimeline
Stillwater Wealth Management Group1,824$283K0.25%13F-HRTimeline
Nautilus Advisors LLC1,800$279K0.22%13F-HRTimeline
CHOREO, LLC1,760$273K<0.01%+1313F-HRTimeline
Schrum Private Wealth Management LLC1,743$270K0.23%-1,74313F-HRTimeline
EP Wealth Advisors, LLC1,738$269K<0.01%-2,73113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,715$266K0.01%-1,31013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,686$261K<0.01%new13F-HRTimelineGroup
Prostatis Group LLC1,652$256K0.07%013F-HRTimeline
RPG Investment Advisory, LLC1,638$254K0.03%-2013F-HRTimeline
AE Wealth Management LLC1,636$253K<0.01%-9813F-HRTimeline
Legacy Capital Group California, Inc.1,626$252K0.08%new13F-HRTimeline
Sepio Capital, LP1,625$252K0.02%013F-HRTimeline
Meridian Wealth Management, LLC1,614$250K0.01%+4213F-HRTimeline
Savvy Advisors, Inc.1,609$249K0.03%-413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,600$248K<0.01%013F-HRTimelineGroup
Retirement Planning Group, LLC1,591$247K0.01%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,579$245K0.04%new13F-HRTimeline
Callahan Advisors, LLC1,575$244K0.02%013F-HRTimeline
Gray Wealth Management Inc.1,565$243K0.09%-2813F-HRTimeline
Strengthening Families & Communities, L…1,562$242K0.14%+1,55713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,560$242K<0.01%-2313F-HRTimelineGroup
Thomasville National Bank1,548$240K0.02%013F-HRTimeline
Global Wealth Management, LLC1,535$238K0.15%-20713F-HRTimeline
IHT Wealth Management, LLC1,532$237K0.01%-65613F-HRTimeline
Madden Advisory Services, Inc.1,523$236K0.11%+4613F-HRTimeline
Modern Wealth Management, LLC1,523$236K0.01%+613F-HR/ATimeline
Mission Creek Capital Partners, Inc.1,519$235K0.05%-413F-HRTimeline
FINANCIAL COUNSELORS INC1,502$233K<0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,502$233K0.01%new13F-HRTimelineGroup
Venture Visionary Partners LLC1,500$232K0.01%013F-HR/ATimeline
Gimbal Financial1,500$232K0.19%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,476$232K<0.01%+50313F-HRTimelineGroup
Optimist Retirement Group LLC1,480$229K0.11%+413F-HRTimeline
Farther Finance Advisors, LLC1,455$225K0.01%-78713F-HRTimeline
Family Firm, Inc.1,419$220K0.05%+813F-HRTimeline
CWM, LLCin group CWM, LLC1,395$216K<0.01%+70213F-HRTimelineGroup
Kagan Cocozza Asset Management1,388$215K0.18%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,288$214K0.01%-13413F-HRTimelineGroup
WHITTIER TRUST CO1,374$213K<0.01%new13F-HRTimeline
Private Wealth Partners, LLC1,359$211K0.02%new13F-HRTimeline
Insight Advisors, LLC/ PA1,346$210K0.04%new13F-HRTimeline
Sequoia Financial Advisors, LLC1,350$209K<0.01%new13F-HR/ATimeline
Texas Yale Capital Corp.1,314$204K0.01%new13F-HRTimeline
Olistico Wealth, LLC1,300$201K0.12%013F-HRTimeline
GeoWealth Management, LLC1,244$193K0.01%-37013F-HRTimeline
Advantage Trust Co1,143$177K0.1%+28113F-HRTimeline
Cape Investment Advisory, Inc.1,120$174K0.07%+2713F-HRTimeline
Bristlecone Advisors, LLC1,107$172K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC1,062$166K0.02%-50013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,059$164K<0.01%+5213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,043$162K<0.01%-5613F-HRTimelineGroup
Millstone Evans Group, LLC1,032$160K0.11%13F-HRTimeline
Bullock Wealth Management Group1,030$160K0.09%+313F-HRTimeline
Tortoise Investment Management, LLC1,011$157K0.02%+9413F-HR/ATimeline
IFP Advisors, Inc934$145K<0.01%-413F-HRTimeline
BOKF, NAin group BOKF, NA899$139K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA871$135K0.01%+9813F-HRTimeline
First PREMIER Bank849$132K0.03%013F-HRTimeline
Founders Financial Alliance, LLC771$119K0.03%013F-HRTimeline
Tanglewood Legacy Advisors, LLC730$113K0.05%013F-HRTimeline
Medallion Wealth Advisors, LLC750$111K0.06%13F-HRTimeline
Aptus Capital Advisors, LLC717$111K<0.01%+113F-HRTimeline
First Horizon Advisors, Inc.702$109K<0.01%013F-HRTimeline
UNION SAVINGS BANK620$96.1K0.05%013F-HRTimeline
UMB Bank, n.a.575$89.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Greenline Partners, LLC542$84K0.01%new13F-HRTimeline
SIGNATUREFD, LLC512$79.3K<0.01%+113F-HRTimeline
one8zero8, LLC503$77.9K0.02%13F-HRTimeline
Bray Capital Advisors500$77.5K0.02%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC500$77.5K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…473$73.3K<0.01%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.453$70.2K0.01%013F-HRTimeline
Lindbrook Capital, LLC439$68K0.01%013F-HRTimeline
AdvisorNet Financial, Inc428$66.3K0.01%+313F-HRTimeline
HORIZON BANCORP INC /IN/381$59K0.03%+5913F-HRTimeline
Integrity Financial Corp /WA380$58.9K0.03%+213F-HRTimeline
GHP Investment Advisors, Inc.361$55.9K<0.01%+1613F-HRTimeline
Versant Capital Management, Inc354$54.9K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.352$54.5K0.03%13F-HRTimeline
CoreCap Advisors, LLC346$53.6K<0.01%-2013F-HRTimeline
Salomon & Ludwin, LLC333$51.6K0.01%-1013F-HRTimeline
Whipplewood Advisors, LLC330$51.1K0.03%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS327$50.7K<0.01%+31713F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC319$49.4K0.02%+18213F-HRTimeline
Glassman Wealth Services300$46.5K0.01%013F-HRTimeline
Sound Income Strategies, LLC281$43.5K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.278$43.1K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.278$43K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC275$42.6K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC263$40.8K<0.01%+913F-HRTimeline
Rosenberg Matthew Hamilton255$39.5K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC250$38.7K0.01%013F-HRTimeline
Beacon Capital Management, LLC239$37.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC232$36K<0.01%013F-HRTimeline
Main Street Group, LTD225$34.9K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV200$31K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.200$31K0.01%013F-HRTimeline
Armor Investment Advisors, LLC185$28.7K0.01%013F-HRTimeline
City State Bank185$28.7K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC184$28.5K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC180$27.9K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\180$27.9K<0.01%013F-HR/ATimelineGroup
Key Financial Inc175$27.1K0.01%+213F-HRTimeline
HOWE & RUSLING INC174$27K<0.01%+3813F-HRTimeline
VSM Wealth Advisory, LLC172$26.7K0.01%13F-HRTimeline
Continuum Advisory, LLC160$24.8K<0.01%013F-HRTimeline
Providence First Trust Co158$24.5K0.01%new13F-HRTimeline