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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,235,777$346M0.03%-59,52913F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,817,144$282M5.5%+66,40413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,673,616$259M0.02%+16,07913F-HRTimelineGroup
Beacon Capital Management, Inc.1,096,138$170M7.36%-76,05913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY970,537$150M0.01%-27,60513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding820,707$127M-29,065Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN799,797$124M0.03%+21,54013F-HRTimelineGroup
UBS Group AGin group UBS Group AG643,708$99.7M0.02%-9,41913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC302,056$46.8M0.01%-56,29613F-HRTimelineGroup
Empower Advisory Group, LLC293,764$45.5M0.15%-1,20513F-HRTimeline
KCM INVESTMENT ADVISORS LLC254,484$39.4M1.36%-14,17913F-HRTimeline
LPL Financial LLC250,170$38.8M0.02%+40,72413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC239,042$37M0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers217,798$33.7M0.07%-3,02113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC188,675$29.2M2.33%+3,60513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP170,443$26.4M0.03%-18,28113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP159,901$24.8M0.04%-5113F-HRTimelineGroup
PARK NATIONAL CORP /OH/146,593$22.7M0.83%-27,84413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA142,952$22.2M<0.01%-12,02613F-HRTimelineGroup
ALTFEST L J & CO INC140,148$21.7M2.77%-4,50913F-HRTimeline
Full Sail Capital, LLC123,152$19.1M1.22%-4,68513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp121,586$18.8M0.06%-1,24113F-HRTimelineGroup
Nan Shan Life Insurance Co., Ltd.115,995$18M0.43%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …108,699$16.8M0.01%-13,17513F-HRTimelineGroup
Janney Montgomery Scott LLC107,236$16.6M0.05%+7,04613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…102,700$15.9M0.26%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC97,972$15.2M<0.01%-38,43313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC95,503$14.8M0.33%+2,10013F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD93,939$14.6M0.07%+9,58013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…84,819$13.1M0.01%+43,28213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.79,157$12.3M0.02%+1,88813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP84,411$12.2M0.02%-3,98813F-HRTimelineGroup
Atria Wealth Solutions, Inc.76,192$11.8M0.13%-1,59213F-HRTimeline
HighTower Advisors, LLC73,026$11.3M0.02%+3,97213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC72,040$11.2M0.07%+3,47713F-HRTimelineGroup
Conservest Capital Advisors, Inc.68,917$10.7M1.1%-513F-HRTimeline
Callan Capital, LLC60,774$9.42M0.69%-82813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…55,777$8.62M0.02%-32113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,954$8.37M0.02%-2,03713F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…52,762$8.18M0.04%+1,18613F-HRTimeline
Richmond Brothers, Inc.51,988$8.06M5.16%+3,34413F-HRTimeline
Invst, LLC51,855$8.04M0.98%-7,53713F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…51,357$7.96M0.72%-292,15013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB51,013$7.9M0.22%-1,62713F-HRTimeline
Exchange Capital Management, Inc.50,730$7.86M1.25%-1,10613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.47,866$7.42M0.94%+4,25513F-HRTimeline
Atria Investments, Inc45,135$6.99M0.09%-9,38013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC43,521$6.74M0.02%+35,18613F-HRTimelineGroup
MGO ONE SEVEN LLC42,882$6.65M0.26%+4,41313F-HRTimeline
Axiom Financial Strategies, LLC41,511$6.43M3.59%+1,68213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC40,701$6.31M0.13%+37913F-HRTimeline
Tranquilli Financial Advisor LLC38,386$5.95M3.77%-14313F-HRTimeline
Praetorian Wealth Management, Inc.38,348$5.94M1.44%-6,31613F-HRTimeline
Royal Fund Management, LLC36,228$5.65M0.61%-1,91213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP36,374$5.64M0.08%-77213F-HRTimeline
Sharper & Granite LLC33,159$5.14M2.26%-2,15013F-HRTimeline
Centered Wealth LLC dba Miller Equity C…32,585$5.05M1.93%+35013F-HRTimeline
Merit Financial Group, LLC32,579$5.05M0.09%+913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC32,325$5.01M2.77%+4,44813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,793$4.93M0.01%-10013F-HRTimeline
WBH ADVISORY INC31,014$4.81M0.45%-1,29813F-HRTimeline
Curran Financial Partners, LLC29,184$4.52M1.19%-35513F-HRTimeline
Cambridge Investment Research Advisors,…29,104$4.51M0.02%+53313F-HRTimeline
Astor Investment Management LLC28,473$4.41M2.26%-18,37113F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC28,167$4.36M1.26%13F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co26,410$4.09M0.94%+10013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES26,394$4.09M1.55%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT26,334$4.08M1.55%+32213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …25,640$3.97M0.06%-14513F-HRTimelineGroup
PINNACLE ASSOCIATES LTD24,298$3.77M0.05%+62513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding24,209$3.75M+1,648Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,168$3.75M<0.01%+11,85113F-HRTimelineGroup
Kinloch Capital, LLC24,083$3.73M1.87%-4,54813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP23,568$3.65M<0.01%+61413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.22,948$3.56M0.02%-1,38213F-HRTimeline
HARBOUR INVESTMENTS, INC.21,166$3.28M0.09%+71213F-HRTimeline
Integrated Wealth Concepts LLC20,840$3.23M0.04%+55313F-HRTimeline
Dakota Wealth Management20,596$3.19M0.07%-33513F-HRTimeline
COMERICA BANK20,303$3.15M0.01%+1,79413F-HR/ATimeline
Advisors Capital Management, LLC19,904$3.08M0.05%+5813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co19,244$2.98M0.04%-18813F-HRTimelineGroup
STAPP WEALTH MANAGEMENT, PLLC19,240$2.98M4.65%+53913F-HRTimeline
Joule Financial, LLC18,838$2.92M1.03%+1,05413F-HRTimeline
Sabal Trust CO18,342$2.84M0.16%+6,51213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding18,331$2.84M+1,679Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …25,688$2.81M0.36%-1,72013F-HRTimelineGroup
CW Advisors, LLC17,988$2.79M0.04%-1,33213F-HRTimeline
Campion Asset Management17,934$2.78M2.1%-28413F-HRTimeline
Narus Financial Partners, LLC17,911$2.78M0.94%+3,43913F-HRTimeline
Trinity Legacy Partners, LLC17,816$2.76M0.71%+79613F-HRTimeline
Anchor Investment Management, LLC17,800$2.76M0.26%+69413F-HRTimeline
FIRST FINANCIAL CORP /IN/17,669$2.74M1.28%+19513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,507$2.71M<0.01%-7,95913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,907$2.62M0.06%-20513F-HRTimelineGroup
Sanctuary Advisors, LLC15,540$2.58M0.02%-22413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,194$2.51M0.01%-90513F-HRTimeline
Crews Bank & Trust15,488$2.4M0.4%13F-HRTimeline
Aprio Wealth Management, LLC15,355$2.38M0.35%-4,51113F-HRTimeline
Bank of Marin14,762$2.29M1.81%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC14,569$2.26M0.61%-14113F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,034$2.17M0.07%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC13,687$2.12M0.12%-18713F-HRTimeline
Creative Planningin group Creative Planning13,672$2.12M<0.01%+40713F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA13,190$2.04M<0.01%013F-HR/ATimelineGroup
Laidlaw Wealth Management LLC12,739$1.97M0.86%+51413F-HRTimeline
AVALON CAPITAL MANAGEMENT12,597$1.95M0.63%new13F-HRTimeline
TRUST CO OF OKLAHOMA12,566$1.95M0.62%+16713F-HRTimeline
First Bancorp, Inc /ME/12,481$1.93M1.32%-1,23513F-HRTimeline
Prime Capital Investment Advisors, LLC12,338$1.91M0.03%-1,34713F-HRTimeline
Private Advisor Group, LLC12,305$1.91M0.01%-8113F-HRTimeline
Heritage Trust Co12,280$1.9M0.22%13F-HRTimeline
Hershey Financial Advisers, LLC12,118$1.88M1.65%13F-HRTimeline
Quantinno Capital Management LP12,093$1.87M0.02%+9913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,016$1.86M0.01%-16413F-HRTimelineGroup
MontVue Capital Management, Inc.12,011$1.86M1.42%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT11,720$1.82M0.84%+53613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,274$1.75M0.06%+9413F-HRTimelineGroup
HB Wealth Management, LLC11,224$1.74M0.02%+913F-HRTimeline
Clark Capital Management Group, Inc.11,201$1.74M0.01%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC11,177$1.73M0.17%-11913F-HRTimeline
MML INVESTORS SERVICES, LLC10,767$1.67M0.01%+4413F-HRTimeline
Mariner, LLCin group Mariner, LLC10,480$1.62M<0.01%+85113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,471$1.62M<0.01%+52313F-HRTimelineGroup
White Lighthouse Investment Management …10,315$1.6M0.28%+7213F-HRTimeline
Elevation Capital Advisory, LLC10,261$1.59M0.68%+4,93813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,243$1.59M<0.01%+63013F-HR/ATimelineGroup
SPINNAKER TRUST10,212$1.58M0.1%+3013F-HRTimeline
Cresset Asset Management, LLC10,145$1.57M0.01%-56313F-HRTimeline
Snowden Capital Advisors LLC9,798$1.52M0.05%-26713F-HRTimeline
Robertson Stephens Wealth Management, L…9,705$1.5M0.05%-3,35913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,459$1.47M0.02%-76413F-HRTimelineGroup
Institute for Wealth Management, LLC.9,067$1.4M0.18%-10613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,005$1.4M<0.01%-40713F-HRTimelineGroup
City Center Advisors, LLC8,902$1.38M1.55%-73413F-HRTimeline
BAILARD, INC.8,881$1.38M0.04%+1,15313F-HRTimeline
Csenge Advisory Group8,793$1.36M0.07%-2,74113F-HRTimeline
SCOTIA CAPITAL INC.8,567$1.33M0.01%-2,09013F-HRTimeline
SYON CAPITAL LLC8,536$1.32M0.12%-47913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…8,244$1.32M0.07%+6013F-HRTimeline
Qube Research & Technologies Ltd8,501$1.32M<0.01%+83613F-HRTimeline
Altura Wealth Advisors Inc.7,936$1.23M0.91%-84813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,918$1.23M0.06%+4,03413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,887$1.22M0.09%+1113F-HRTimelineGroup
Idaho Trust Co7,884$1.22M0.62%-40113F-HRTimeline
MAI Capital Management7,847$1.22M0.01%+5,11913F-HRTimeline
Fulcrum Equity Management7,740$1.2M1.19%new13F-HRTimeline
Kovack Advisors, Inc.7,630$1.18M0.12%+6013F-HRTimeline
Independent Advisor Alliance7,492$1.16M0.02%new13F-HRTimeline
One Charles Private Wealth Services, LLC7,476$1.16M0.39%-113F-HRTimeline
D.A. DAVIDSON & CO.7,473$1.16M0.01%+24613F-HRTimeline
CVA Family Office, LLC7,468$1.16M0.18%-40213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,450$1.15M0.04%+22813F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV7,384$1.14M0.39%013F-HRTimeline
First Citizens Financial Corp7,207$1.12M0.61%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,200$1.12M<0.01%+2,20013F-HRTimelineGroup
Cubist Systematic Strategies, LLC7,162$1.11M0.02%+2,80513F-HRTimeline
Parallel Advisors, LLC7,137$1.11M0.03%-9113F-HRTimeline
NWAM LLC7,131$1.1M0.07%-1413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,992$1.08M<0.01%-17713F-HRTimelineGroup
Bleakley Financial Group, LLC6,900$1.07M0.03%-1,42313F-HRTimeline
Bigelow Investment Advisors, LLC6,722$1.04M0.49%+96713F-HRTimeline
KDK Private Wealth Management, LLC6,708$1.04M1.08%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,658$1.03M<0.01%+49513F-HRTimelineGroup
Triangle Securities Wealth Management6,504$1.01M0.26%+34613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OPTIMA CAPITAL LLC6,414$994K0.69%13F-HRTimeline
Wilmington Savings Fund Society, FSB6,226$965K0.02%-11413F-HRTimeline
First Business Financial Services, Inc.6,200$961K0.09%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,177$957K0.01%-40313F-HRTimelineGroup
CX Institutional6,146$952K0.04%-8813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,002$930K0.01%+4,51413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,915$917K<0.01%+38613F-HRTimelineGroup
NorthCrest Asset Manangement, LLC5,812$901K0.03%-5413F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,799$899K0.02%+1013F-HRTimelineGroup
RBA Wealth Management, LLC5,788$897K0.34%+55013F-HRTimeline
DT Investment Partners, LLC5,768$894K0.08%new13F-HRTimeline
Orion Porfolio Solutions, LLC5,728$888K0.01%-1,79713F-HRTimeline
Orion Portfolio Solutions, LLC5,728$888K0.01%-1,79713F-HRTimeline
FMR LLCin group FMR LLC5,713$885K<0.01%+63413F-HRTimelineGroup
Simmons Bankin group Simmons Bank5,698$883K0.06%013F-HRTimelineGroup
Caprock Group, LLC5,596$867K0.03%+4,06413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,585$865K0.05%-913F-HR/ATimelineGroup
SAXON INTERESTS, INC.5,550$860K0.38%-25813F-HRTimeline
COUNTRY CLUB BANK5,306$827K0.06%-55013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,285$819K0.05%+71913F-HRTimeline
Sigma Planning Corp5,212$808K0.03%-97613F-HRTimeline
LPWM LLC5,208$807K0.26%+12413F-HRTimeline
HANOVER ADVISORS INC5,127$794K0.33%+1,04313F-HRTimeline
Rothschild Wealth LLC5,052$783K0.23%-15313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,912$761K0.02%-17013F-HRTimeline
Financial & Tax Architects, LLC4,875$755K0.19%+32113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,829$748K0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,825$748K0.03%-32213F-HR/ATimeline
LRI Investments, LLC4,800$744K0.07%013F-HRTimeline
Advisory Services Network, LLC4,681$725K0.01%-1813F-HRTimeline
Baker Avenue Asset Management, LP4,566$708K0.02%+3113F-HRTimeline
Checchi Capital Advisers, LLC4,532$702K0.05%-34413F-HRTimeline
PCG ASSET MANAGEMENT, LLC4,477$694K0.61%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,439$688K<0.01%+2513F-HRTimelineGroup
Peoples Bank/KS4,432$687K0.48%+25513F-HRTimeline
Valeo Financial Advisors, LLC4,352$674K0.02%-10913F-HRTimeline