Skip to content

VPU VANGUARD WORLD FD

Follow

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
MORGAN STANLEYin group MORGAN STANLEY1,117,016$183M0.01%+154,28513F-HR/ATimelineGroup
Beacon Capital Management, Inc.994,370$162M7.04%-40,07713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/982,880$161M0.01%+272,62513F-HRTimelineGroup
LPL Financial LLC667,124$109M0.04%+52,34813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding647,615$106M-68,798Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…564,614$92.3M0.08%+21,83413F-HRTimelineGroup
Empower Advisory Group, LLC364,058$59.5M0.2%-21813F-HRTimeline
UBS Group AGin group UBS Group AG303,809$49.6M0.01%-111,97413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN273,666$44.7M0.01%+38,47813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC223,006$36.4M0.01%+57,29813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…206,200$33.7M0.09%+1,80913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA205,664$33.6M0.01%+10,24013F-HRTimelineGroup
Cetera Investment Advisers204,188$33.4M0.07%+5,97113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS196,468$32.1M0.09%+70613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC158,804$26M0.04%+5,96913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC157,189$25.7M0.5%+17,28613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC150,893$24.7M0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.137,930$22.6M0.05%+8,56313F-HR/ATimelineGroup
Allied Investment Advisors, LLC131,283$21.5M4.32%-96613F-HRTimeline
ALTFEST L J & CO INC116,704$19.1M2.43%+1,67413F-HRTimeline
Cambridge Investment Research Advisors,…115,867$18.9M0.06%-42,59413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP115,060$18.8M0.03%-4,61813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP107,100$17.5M0.04%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.99,156$16.2M0.18%+5,76513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…97,028$15.9M1.19%-2,82813F-HRTimeline
Federation des caisses Desjardins du Qu…90,977$14.9M0.08%+10,23313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP86,722$14.2M0.01%+11,43813F-HRTimelineGroup
Unconventional Investor, LLC83,769$13.7M8.27%+85613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV81,825$13.4M1.09%+71,79113F-HRTimeline
SWAN Capital LLC73,415$12M5.85%+9,06313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding68,384$11.2M+16,353Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…65,529$10.7M0.01%-34413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC65,110$10.6M0.04%+2,48613F-HRTimeline
TUDOR INVESTMENT CORP ET AL61,252$10M0.11%+46,63713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC57,858$9.46M0.02%-66113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP57,199$9.35M0.01%-2,00313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,037$9.32M<0.01%+4,83513F-HRTimelineGroup
Nelson Capital Management, LLC56,983$9.31M1.55%-14313F-HRTimeline
American Investment Services, Inc.56,860$9.29M1.64%+12013F-HR/ATimeline
Gunma Bank,Ltd.56,624$9.25M3.06%+26,62413F-HRTimeline
Pallas Capital Advisors LLC54,417$8.89M0.38%+4313F-HRTimeline
Private Advisor Group, LLC48,769$7.97M0.04%+2,03813F-HRTimeline
Hamilton Wealth, LLC48,532$7.93M1.92%-3,24913F-HRTimeline
VESTOR CAPITAL, LLC47,178$7.71M0.59%-54013F-HRTimeline
Invst, LLC47,068$7.69M0.93%-2,60413F-HRTimeline
Richmond Brothers, Inc.46,134$7.54M4.83%+4,16913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45,945$7.51M<0.01%+8,20613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.43,283$7.07M0.04%+24,10513F-HRTimeline
David Kennon Inc39,224$6.41M2.53%+34313F-HRTimeline
Nan Shan Life Insurance Co., Ltd.39,000$6.37M0.15%new13F-HRTimeline
Greenline Partners, LLC38,065$6.22M0.87%+76113F-HRTimeline
KCM INVESTMENT ADVISORS LLC36,148$5.91M0.2%+41213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding36,010$5.88M+4,392Timeline
EXCHANGE TRADED CONCEPTS, LLC34,603$5.65M0.12%+5,83213F-HRTimeline
BLAIR WILLIAM & CO/IL34,043$5.56M0.02%+9,89313F-HRTimeline
Bryn Mawr Trust Advisors, LLC33,731$5.51M0.3%-59213F-HR/ATimeline
Tranquilli Financial Advisor LLC32,447$5.3M3.36%-8013F-HRTimeline
Freedom Investment Management, Inc.31,809$5.2M0.43%+4,07813F-HRTimeline
Goldstone Financial Group, LLC30,892$5.05M0.79%+3,01213F-HRTimeline
Janney Montgomery Scott LLC30,759$5.03M0.01%-46,47313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,178$4.93M0.01%+81113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding29,742$4.86M+6,052Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.29,633$4.84M0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC28,972$4.73M0.03%+1,23213F-HRTimelineGroup
Dakota Wealth Management28,695$4.69M0.11%-69213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp28,647$4.68M0.02%-22813F-HRTimelineGroup
Porter White Investment Advisors, Inc.28,570$4.67M2.37%-48813F-HRTimeline
Atria Investments, Inc28,375$4.64M0.06%-45413F-HRTimeline
Exchange Capital Management, Inc.28,362$4.63M0.74%+1,59713F-HRTimeline
DMKC Advisory Services, LLC27,719$4.53M4.11%13F-HRTimeline
IFG Advisory, LLC27,035$4.42M0.25%+18213F-HRTimeline
Foundations Investment Advisors, LLC26,423$4.32M0.08%+1,00913F-HRTimeline
HighTower Advisors, LLC26,356$4.31M0.01%-1,58813F-HRTimeline
Creative Planningin group Creative Planning25,585$4.18M<0.01%+1,15213F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC23,906$3.91M2.55%-1,31413F-HRTimeline
Royal Fund Management, LLC23,130$3.83M0.42%+1,74413F-HRTimeline
Integrated Wealth Concepts LLC23,416$3.83M0.04%+3,24713F-HRTimeline
Aspire Capital Advisors LLC23,213$3.79M1.09%new13F-HRTimeline
Advisory Services Network, LLC22,775$3.72M0.07%+3,12713F-HRTimeline
Wilmington Savings Fund Society, FSB20,545$3.36M0.06%+14513F-HRTimeline
Delta Financial Group, Inc.19,382$3.17M0.74%+73713F-HRTimeline
MRA Advisory Group19,205$3.14M1.66%new13F-HRTimeline
Financial Advocates Investment Manageme…19,185$3.14M0.18%-2,71113F-HRTimeline
DHK Financial Advisors, Inc.19,171$3.13M1.9%+29213F-HRTimeline
Proficio Capital Partners LLC19,095$3.12M0.25%013F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC18,833$3.08M0.01%-23613F-HRTimelineGroup
Sterling Investment Advisors, Ltd.17,905$2.93M0.71%-46513F-HRTimeline
Shilanski & Associates, Inc.17,675$2.89M0.93%-12013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding17,524$2.86MnewTimeline
Allworth Financial LP16,690$2.82M0.02%+15,87713F-HRTimeline
B. Riley Wealth Advisors, Inc.17,207$2.81M0.09%-31713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV17,128$2.8M0.63%-11,59113F-HRTimeline
Comprehensive Money Management Services…16,605$2.71M2.24%13F-HRTimeline
Guerra Advisors Inc16,581$2.71M1.5%13F-HRTimeline
Ariston Services Group16,510$2.7M2.34%-18513F-HRTimeline
Wealthspire Advisors, LLC16,470$2.69M0.03%013F-HRTimeline
Strengthening Families & Communities, L…16,107$2.63M1.49%+58013F-HRTimeline
Glassy Mountain Advisors, Inc.16,034$2.62M0.9%+1,54913F-HRTimeline
Retireful, LLC15,616$2.55M1.44%+2,24013F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC15,495$2.53M3.95%+82213F-HRTimeline
WBH ADVISORY INC14,336$2.34M0.22%-7313F-HRTimeline
Steward Partners Investment Advisory, L…14,313$2.34M0.02%-21413F-HRTimeline
Capital Investment Advisory Services, L…13,923$2.28M0.22%+26813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,626$2.23M0.07%-46813F-HRTimeline
Raab & Moskowitz Asset Management LLC13,447$2.2M0.54%+83613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC13,185$2.15M0.58%+1013F-HRTimeline
Madden Advisory Services, Inc.13,014$2.13M0.99%+30113F-HRTimeline
Joule Financial, LLC12,750$2.08M0.74%+89913F-HRTimeline
Sigma Planning Corp12,626$2.06M0.06%+2,75213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,624$2.06M+1,916Timeline
CITIGROUP INCin group CITIGROUP INC12,595$2.06M<0.01%+4,26613F-HRTimelineGroup
Beck Bode, LLC12,562$2.05M0.37%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB12,498$2.04M0.06%-23013F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,454$2.04M0.06%-2,25013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,644$1.9M0.03%-1,04113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.11,643$1.9M0.05%-9,13913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,626$1.9M0.47%+4413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding11,607$1.9M-964Timeline
Mariner, LLCin group Mariner, LLC11,324$1.85M<0.01%+44713F-HRTimelineGroup
Heritage Trust Co11,317$1.85M0.22%13F-HRTimeline
Compass Ion Advisors, LLC11,185$1.83M0.22%+3,02413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC11,126$1.82M<0.01%+3513F-HRTimelineGroup
Hershey Financial Advisers, LLC11,089$1.81M1.6%13F-HRTimeline
Waverly Advisors, LLC10,891$1.78M0.03%+36913F-HRTimeline
Visionary Wealth Advisors10,798$1.76M0.1%+4,45113F-HRTimeline
CW Advisors, LLC10,667$1.74M0.02%+7,89813F-HRTimeline
Sharper & Granite LLC10,530$1.72M0.76%-20813F-HRTimeline
O'ROURKE & COMPANY, Inc10,480$1.71M0.84%+3,08713F-HRTimeline
CX Institutional10,426$1.7M0.07%+3,90913F-HRTimeline
Castle Rock Wealth Management, LLC9,927$1.69M0.4%-76513F-HRTimeline
Callan Capital, LLC10,121$1.65M0.12%-17113F-HRTimeline
Accel Wealth Management10,061$1.64M0.62%+15813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…9,677$1.64M0.09%+5313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,955$1.63M0.01%-1,84113F-HRTimelineGroup
Guidance Point Advisors, LLC9,645$1.58M0.44%+22013F-HRTimeline
BARD ASSOCIATES INC9,584$1.57M0.53%+27713F-HRTimeline
Cresset Asset Management, LLC9,558$1.56M0.01%-5,25213F-HRTimeline
Beacon Pointe Advisors, LLC9,312$1.52M0.02%+32513F-HRTimeline
FMR LLCin group FMR LLC9,275$1.52M<0.01%+1,59613F-HRTimelineGroup
Farther Finance Advisors, LLC9,219$1.51M0.05%+3,03413F-HRTimeline
Glen Eagle Advisors, LLC9,161$1.5M0.25%-47813F-HRTimeline
Geneos Wealth Management Inc.9,129$1.49M0.05%+6,00213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,091$1.49M<0.01%+3,62613F-HRTimelineGroup
Private Portfolio Partners LLC8,961$1.46M0.27%+24913F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA8,917$1.46M0.33%-3913F-HRTimeline
Wall Street Financial Group, Inc.8,817$1.44M1.41%+1,41913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,499$1.39M<0.01%+2,57713F-HR/ATimeline
Prime Capital Investment Advisors, LLC8,448$1.38M0.02%-1,03713F-HRTimeline
CENTRAL TRUST Co8,374$1.37M0.03%-35213F-HRTimeline
&PARTNERS8,149$1.36M0.02%+2,32813F-HRTimeline
Gray Wealth Management Inc.8,289$1.35M0.51%+99513F-HRTimeline
CoreCap Advisors, LLC8,285$1.35M0.06%+76513F-HRTimeline
Glass Jacobson Investment Advisors llc8,179$1.34M0.44%+3913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brookstone Capital Managementin group Brookstone Capital Management8,122$1.33M0.02%+1,02813F-HRTimelineGroup
Sovereign Financial Group, Inc.8,092$1.32M0.3%-2313F-HRTimeline
Consolidated Portfolio Review Corp7,829$1.28M0.2%+27413F-HRTimeline
BAILARD, INC.7,764$1.27M0.03%-9513F-HRTimeline
BOS Asset Management, LLC7,725$1.26M0.45%013F-HRTimeline
Carl P. Sherr & Co., LLC7,706$1.26M0.66%+25013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.7,649$1.25M0.57%+19213F-HRTimeline
Trinity Legacy Partners, LLC7,508$1.23M0.32%-54213F-HRTimeline
Summit Financial, LLC7,469$1.22M0.04%+27013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC7,450$1.22M0.17%+1,98013F-HRTimeline
SAXON INTERESTS, INC.7,381$1.21M0.53%+9213F-HRTimeline
Charter Oak Capital Management, LLC7,313$1.2M0.11%-7413F-HRTimeline
FIRST AMERICAN BANK7,311$1.19M0.08%+42013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC7,256$1.19M0.34%13F-HRTimeline
CENTAURUS FINANCIAL, INC.7,198$1.18M0.07%+91113F-HRTimeline
Sulzberger Capital Advisors, Inc.7,188$1.17M1.34%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC7,035$1.15M0.01%+2913F-HRTimeline
Bigelow Investment Advisors, LLC6,927$1.13M0.53%+75213F-HRTimeline
Baker Ellis Asset Management LLC6,800$1.11M0.16%-20013F-HRTimeline
Bonfire Financial6,302$1.03M0.93%13F-HRTimeline
North Forty Two & Co.6,275$1.03M1.18%13F-HRTimeline
Bleakley Financial Group, LLC6,109$998K0.03%-98313F-HRTimeline
Piscataqua Savings Bank6,091$995K0.86%-8313F-HRTimeline
SAX WEALTH ADVISORS, LLC6,088$995K0.08%+5413F-HRTimeline
Independent Family Office, LLC5,950$972K0.51%-16613F-HRTimeline
OPTIMA CAPITAL LLC5,923$968K0.67%13F-HRTimeline
Cornerstone Planning, LLC5,873$960K0.37%13F-HRTimeline
Wealthfront Advisers LLC5,858$957K<0.01%+97113F-HR/ATimeline
Foster Group, Inc.5,835$954K0.04%+11213F-HRTimeline
Novak & Powell Financial Services, Inc.5,788$946K0.56%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,641$928K0.08%new13F-HRTimeline
Anchor Investment Management, LLC5,662$925K0.09%+14013F-HRTimeline
Altiora Financial Group, LLC5,650$923K0.2%013F-HRTimeline
Tranquility Partners, LLC5,606$916K0.34%-79713F-HRTimeline
First Bancorp, Inc /ME/5,557$908K0.62%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,492$898K0.01%+31313F-HRTimelineGroup
City State Bank5,476$895K0.32%+10013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC5,475$895K0.53%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,450$891K0.03%+313F-HRTimelineGroup
SBI Securities Co., Ltd.5,425$887K0.03%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,402$883K0.34%+1,11313F-HRTimeline
COMERICA BANK5,345$874K<0.01%-1613F-HR/ATimeline
WINEBRENNER CAPITAL MANAGEMENT LLC5,268$861K0.66%13F-HRTimeline
Mutual Advisors, LLC5,043$857K0.02%-25013F-HRTimeline
Bluesphere Advisors LLC5,216$852K0.42%-1,27913F-HRTimeline
Archford Capital Strategies, LLC5,200$850K0.13%-70013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,198$849K<0.01%-72613F-HRTimelineGroup