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Disclosery

VPU VANGUARD WORLD FD

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SHS (fund)

588 managers (595 13F filers) reported a position in VPU shares at 2024-12-31, 12,565,482 shares in all. 55 filers opened a position and 44 filers sold out during the quarter.

Managers
588
13F filers
595
New
55
Added
225
Reduced
142
Sold out
44
Shares held by filers
12,565,482

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
Western Pacific Wealth Management, LP1,484$243K0.2%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,473$241K0.02%new13F-HRTimeline
Western Wealth Management, LLC1,454$238K0.02%-4513F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,433$234K0.01%+9113F-HRTimelineGroup
RBA Wealth Management, LLC1,418$232K0.09%+16413F-HRTimeline
First PREMIER Bank1,405$230K0.06%-3213F-HRTimeline
Executive Wealth Management, LLC1,405$230K0.02%-92613F-HRTimeline
Curtis Advisory Group, LLC1,402$229K0.06%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,389$227K0.01%-14613F-HRTimelineGroup
Betterment LLC1,390$227K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,389$227K0.01%-6313F-HRTimelineGroup
MGO ONE SEVEN LLC1,386$226K0.01%-613F-HRTimeline
Fearless Solutions, LLC dba Best Invest1,374$225K0.17%13F-HRTimeline
Tortoise Investment Management, LLC1,373$224K0.02%+7013F-HR/ATimeline
Coppell Advisory Solutions LLC1,359$222K0.03%+10513F-HRTimeline
Gladstone Institutional Advisory LLC1,352$221K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,332$219K<0.01%013F-HRTimelineGroup
My Personal CFO, LLC1,329$217K0.11%013F-HRTimeline
Heritage Financial Services, LLC1,324$216K0.03%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,313$215K0.01%+7413F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV1,312$214K0.22%013F-HRTimeline
Optimist Retirement Group LLC1,312$214K0.1%+1113F-HRTimeline
Weaver Consulting Group1,307$214K0.07%new13F-HRTimeline
One Day In July LLC1,264$207K0.02%013F-HRTimeline
Praetorian Wealth Management, Inc.1,258$206K0.05%new13F-HRTimeline
Summit Financial Strategies, Inc.1,254$205K0.02%013F-HRTimeline
Powers Advisory Group, LLC1,252$205K0.1%+1813F-HRTimeline
PATTEN & PATTEN INC/TN1,251$204K0.01%013F-HRTimeline
Ellis Investment Partners, LLC1,243$203K0.04%+1913F-HRTimeline
SignalPoint Asset Management, LLC1,238$202K0.05%-11813F-HRTimeline
Swisher Financial Concepts, Inc.1,235$202K0.24%-2,48813F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,231$201K0.08%-2513F-HRTimeline
Vermillion Wealth Management, Inc.1,212$198K0.1%13F-HRTimeline
Advantage Trust Co1,169$191K0.11%+76113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,167$191K0.01%013F-HRTimelineGroup
North Star Investment Management Corp.1,165$190K0.01%+1813F-HRTimeline
MATHER GROUP, LLC.1,156$189K<0.01%-44913F-HRTimeline
VSM Wealth Advisory, LLC1,141$186K0.07%13F-HRTimeline
Continuum Advisory, LLC1,056$173K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC1,005$172K0.09%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,013$166K0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO1,000$163K<0.01%013F-HRTimeline
Coston, McIsaac & Partners961$157K0.05%-8213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC939$153K<0.01%new13F-HR/ATimelineGroup
Capital Advisors, Ltd. LLC924$151K0.02%013F-HRTimeline
Pacific Center for Financial Services918$150K0.04%013F-HRTimeline
IFP Advisors, Inc914$149K<0.01%+30513F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.902$147K0.13%013F-HRTimeline
Caldwell Trust Co892$146K0.02%013F-HRTimeline
Financial Perspectives, Inc828$135K0.05%013F-HRTimeline
BOKF, NAin group BOKF, NA803$131K<0.01%-6713F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…785$128K0.03%+1013F-HRTimeline
MidAtlantic Capital Management, Inc.777$127K0.09%013F-HRTimeline
EnRich Financial Partners LLC747$122K0.04%new13F-HRTimeline
Colony Family Offices, LLC740$121K0.04%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC725$118K0.04%-5513F-HRTimeline
Progressive Investment Management Corp700$114K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC700$114K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.680$111K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC650$106K0.02%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH635$104K0.03%013F-HRTimeline
Transce3nd, LLC622$102K0.03%13F-HRTimeline
Centricity Wealth Management, LLC583$95.3K0.09%13F-HRTimeline
First Horizon Advisors, Inc.557$91K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC526$86.1K0.04%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC516$84.3K<0.01%+22013F-HRTimeline
Ulland Investment Advisors, LLC503$82K0.05%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC500$81K0.01%013F-HRTimeline
Salomon & Ludwin, LLC493$80.6K0.01%-1213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC460$75.2K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…450$73.5K0.02%013F-HRTimeline
Bogart Wealth, LLC448$73.2K<0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.447$73.1K0.07%13F-HRTimeline
Crewe Advisors LLC433$70.8K0.01%013F-HRTimeline
HOWE & RUSLING INC432$70.6K0.01%+12213F-HRTimeline
Sandy Spring Bank426$69.6K<0.01%+313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors420$68.6K0.01%013F-HRTimelineGroup
Ramirez Asset Management, Inc.420$68.6K0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD400$65.4K<0.01%+30013F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.399$65.2K0.03%+313F-HRTimeline
Qube Research & Technologies Ltd398$65K<0.01%-3213F-HRTimeline
GAMMA Investing LLC397$64.9K0.01%+38913F-HRTimeline
CITY HOLDING CO388$63.4K0.01%-6013F-HRTimeline
WASHINGTON TRUST Co380$62.1K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC380$62.1K0.05%013F-HRTimeline
Arax Advisory Partners376$61.5K<0.01%+1213F-HRTimeline
Center for Financial Planning, Inc.375$61.3K0.01%013F-HRTimeline
Davis Capital Management358$58.5K0.05%013F-HRTimeline
True Wealth Design, LLC348$56.9K0.02%013F-HRTimeline
CBIZ Investment Advisory Services, LLC338$55.3K<0.01%+513F-HRTimeline
SIGNATUREFD, LLC338$55.2K<0.01%+10613F-HRTimeline
ORG Partners LLC327$53.4K0.01%+5213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…325$53.1K<0.01%013F-HRTimelineGroup
Smithfield Trust Co325$53K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.305$49.8K0.04%13F-HRTimeline
LEE DANNER & BASS INC299$48.9K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC299$48.8K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.293$47.9K<0.01%+413F-HRTimeline
Robbins Farley277$45.3K0.02%+1513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…273$45K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.275$44.9K0.02%013F-HRTimeline
Hurley Capital, LLC257$42.7K0.03%13F-HRTimeline
Blume Capital Management, Inc.255$41.7K0.01%-1,82513F-HRTimeline
AdvisorNet Financial, Inc250$40.9K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.250$40.9K0.01%013F-HR/ATimeline
Rosenberg Matthew Hamilton248$40.5K0.01%013F-HRTimeline
Main Street Group, LTD245$40K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…244$39.9K<0.01%new13F-HR/ATimeline
Plante Moran Financial Advisors, LLC242$39.5K<0.01%+6313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.229$37.5K<0.01%+313F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO222$36.3K<0.01%new13F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …218$35.6K0.01%+613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS198$32.4K<0.01%-5,63913F-HRTimelineGroup
Smartleaf Asset Management LLC197$32.2K<0.01%013F-HRTimeline
McIlrath & Eck, LLC195$31.9K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank190$31.1K0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC188$30.7K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC175$28.6K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…175$28.6K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC170$27.8K<0.01%13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC167$27.3K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.163$26.6K0.03%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC162$26.5K<0.01%-513F-HRTimeline
Aptus Capital Advisors, LLC162$26.5K<0.01%+3613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC147$24K<0.01%+3613F-HRTimeline
Brooklyn Investment Group141$22.9K0.01%new13F-HRTimeline
Larson Financial Group LLC139$22.7K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…137$22.4K<0.01%new13F-HRTimelineGroup
Minot DeBlois Advisors LLC136$22.2K0.02%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC130$21.2K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC130$21.2K0.01%-48013F-HRTimeline
Beacon Capital Management, LLC130$21.2K<0.01%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/127$20.8K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC123$20.1K<0.01%new13F-HRTimeline
NFSG Corp119$19.5K0.01%013F-HRTimeline
Mainstream Capital Management LLC116$19K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC112$18.3K<0.01%-3213F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP111$18.2K<0.01%+1013F-HRTimeline
Hanson & Doremus Investment Management108$18K<0.01%013F-HRTimeline
Headlands Technologies LLC110$18K<0.01%-99413F-HRTimeline
Clarity Asset Management, Inc.107$17.5K0.01%+113F-HRTimeline
NorthRock Partners, LLC107$17.5K<0.01%+513F-HR/ATimeline
Clearstead Trust, LLC106$17.3K<0.01%013F-HRTimeline
BFSG, LLC100$16.3K<0.01%013F-HRTimeline
Crews Bank & Trust100$16.3K<0.01%13F-HRTimeline
FIRST UNITED BANK & TRUST90$14.7K0.01%013F-HRTimeline
Bank of New Hampshire90$14.7K<0.01%-1513F-HRTimeline
Millstone Evans Group, LLC89$14.5K0.01%13F-HRTimeline
Jackson Hole Capital Partners, LLC88$14.4K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC86$14.1K0.01%new13F-HRTimeline
POM Investment Strategies, LLC81$13.2K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC80$13K<0.01%013F-HRTimelineGroup
Tower View Wealth Management LLC79$12.9K0.01%+113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.79$12.9K0.01%013F-HRTimeline
Addison Advisors LLC75$12.3K<0.01%013F-HRTimeline
Asset Dedication, LLC70$11.4K<0.01%-5,22913F-HRTimeline
MONETARY MANAGEMENT GROUP INC68$11.1K<0.01%013F-HRTimeline
Community Bank, N.A.65$10.6K<0.01%013F-HRTimeline
TD Capital Management LLC60$9.83K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\59$9.64K<0.01%013F-HR/ATimelineGroup
FSA Wealth Management LLC55$8.94K<0.01%+113F-HRTimeline
Blue Trust, Inc.50$8.17K<0.01%new13F-HR/ATimeline
Murphy & Mullick Capital Management Corp49$8.01K0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC42$7.31K<0.01%new13F-HRTimelineGroup
New Millennium Group LLC44$7.14K<0.01%+113F-HRTimeline
Key Financial Inc41$6.7K<0.01%+413F-HRTimeline
AllSquare Wealth Management LLC40$6.54K<0.01%013F-HRTimeline
Bray Capital Advisors35$5.72K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC32$5.23K<0.01%013F-HRTimeline
Gould Capital, LLC30$4.98K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO30$4.9K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc29$4.74K<0.01%-12613F-HRTimeline
Cornerstone Planning Group LLC20$3.4K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.20$3.27K<0.01%013F-HRTimeline
GeoWealth Management, LLC20$3.27K<0.01%013F-HRTimeline
Providence First Trust Co19$3.1K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC15$2.47K<0.01%013F-HRTimeline
Independence Bank of Kentucky15$2.45K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC12$1.96K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.12$1.96K<0.01%13F-HRTimeline
Noble Wealth Management PBC11$1.8K<0.01%13F-HRTimeline
Westside Investment Management, Inc.10$1.63K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%-713F-HRTimelineGroup
Sound Income Strategies, LLC5$817<0.01%013F-HRTimeline
Integrity Financial Corp /WA4$654<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$491<0.01%013F-HRTimeline
West Branch Capital LLC2$327<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC1$141<0.01%013F-HRTimeline