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Disclosery

VSGX VANGUARD WORLD FD

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SHS (fund)

356 managers (359 13F filers) reported a position in VSGX shares at 2024-12-31, 18,908,578 shares in all. 22 filers opened a position and 39 filers sold out during the quarter.

Managers
356
13F filers
359
New
22
Added
147
Reduced
98
Sold out
39
Shares held by filers
18,908,578

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
Foster Group, Inc.6,371$361K0.01%+5513F-HRTimeline
MBE Wealth Management, LLC6,360$361K0.2%-4,49513F-HRTimeline
Atria Investments, Inc6,347$360K<0.01%new13F-HRTimeline
RS CRUM INC.6,325$359K0.09%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,325$359K<0.01%new13F-HRTimelineGroup
Robertson Stephens Wealth Management, L…6,315$358K0.01%013F-HRTimeline
Passive Capital Management, LLC.6,301$357K0.13%+49013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,275$356K0.03%+35713F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC6,143$348K0.13%-1,33613F-HRTimeline
THOMPSON DAVIS & CO., INC.6,111$346K0.22%+20013F-HRTimeline
Ferguson Shapiro LLC6,108$346K0.13%+1,00513F-HRTimeline
PINNACLE ASSOCIATES LTD6,028$342K<0.01%-2,41513F-HRTimeline
KilterHowling LLC5,700$340K0.19%-53613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,876$333K0.08%+2,04713F-HRTimeline
FIRST UNITED BANK & TRUST5,860$332K0.12%-4,39813F-HRTimeline
Focus Financial Network, Inc.5,815$330K0.01%-22413F-HRTimeline
Copperleaf Capital, LLC5,758$326K0.21%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC5,720$324K0.04%+25813F-HRTimeline
Tortoise Investment Management, LLC5,676$322K0.03%+12213F-HR/ATimeline
Confluence Wealth Services, Inc.5,507$321K0.02%-2513F-HRTimeline
Ellevest, Inc.5,580$316K0.02%-8713F-HRTimeline
Ramiah Investment Group5,495$312K0.28%+7913F-HRTimeline
Atria Wealth Solutions, Inc.5,482$311K<0.01%-49713F-HRTimeline
Lindbrook Capital, LLC5,472$310K0.03%+13313F-HRTimeline
Farther Finance Advisors, LLC5,419$307K0.01%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,419$307K<0.01%013F-HRTimelineGroup
McLean Asset Management Corp5,262$298K0.09%013F-HRTimeline
Clearstead Advisors, LLC5,190$294K<0.01%-46813F-HRTimeline
Resonant Capital Advisors, LLC5,151$292K0.02%+3313F-HRTimeline
Cherry Tree Wealth Management, LLC5,091$289K0.07%-3513F-HRTimeline
HBK Sorce Advisory LLC5,088$288K0.01%+8513F-HRTimeline
NewEdge Wealth, LLC5,074$288K<0.01%+41913F-HRTimeline
Financial Engines Advisors L.L.C.5,070$287K<0.01%+1,76313F-HRTimeline
Steward Partners Investment Advisory, L…5,069$287K<0.01%-3,14513F-HRTimeline
Compound Planning, Inc.5,052$286K0.01%+1,28713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,051$286K0.03%+33213F-HRTimeline
Clark Asset Management, LLC4,975$282K0.05%013F-HRTimeline
Brio Consultants, LLC4,952$281K0.04%+1,41713F-HRTimeline
Davis Wealth Advisors, LLC4,944$280K0.31%13F-HRTimeline
AdvisorNet Financial, Inc4,828$274K0.02%-51413F-HRTimeline
Advyzon Investment Management, LLC4,827$274K0.11%13F-HRTimeline
Archer Investment Management, LLC4,722$268K0.16%13F-HRTimeline
Pinnacle Financial Group, LLC / IL4,717$267K0.1%+5913F-HRTimeline
Affinity Capital Advisors, LLC4,657$265K0.05%-1,05213F-HRTimeline
Level Financial Advisors4,612$261K0.1%-31713F-HRTimeline
Quantum Financial Planning Services, In…4,577$260K0.14%13F-HRTimeline
CJM Wealth Advisers, Ltd.4,555$258K0.09%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,539$257K<0.01%+1,00113F-HRTimelineGroup
Asset Dedication, LLC4,522$256K0.02%+83813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…4,450$252K0.01%013F-HRTimeline
Valmark Advisers, Inc.4,446$252K<0.01%-20713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,430$251K0.01%-29413F-HRTimeline
Martel Wealth Advisors LLC4,405$250K0.05%+33713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,478$249K0.05%+9313F-HRTimeline
Avior Wealth Management, LLC4,372$248K0.01%-1,36113F-HRTimeline
Integrated Wealth Concepts LLC4,261$242K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC4,230$240K<0.01%+25313F-HRTimeline
Laurel Wealth Planning LLC4,211$239K0.15%013F-HRTimeline
Carson Advisory Inc.4,200$238K0.17%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,168$236K<0.01%013F-HRTimelineGroup
Sincerus Advisory, LLC4,167$236K0.25%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,110$233K0.01%+913F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC4,097$232K<0.01%013F-HRTimeline
Benchmark Wealth Management, LLC4,090$232K0.11%+31713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding4,085$232K-4,284Timeline
Laird Norton Wetherby Wealth Management…4,036$229K0.01%+1613F-HRTimeline
Five Pine Wealth Management3,936$223K0.19%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,835$222K0.01%+11513F-HRTimeline
Gordian Advisors LLC3,910$222K0.18%+2813F-HRTimeline
Argyle Capital Partners, LLC3,853$218K0.19%13F-HRTimeline
COMERICA BANK3,805$216K<0.01%013F-HR/ATimeline
Farnam Financial LLC3,800$215K0.23%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,748$213K<0.01%-13,03913F-HRTimelineGroup
Pine Harbor Wealth Management, LLC3,746$212K0.09%-9713F-HRTimeline
Financial Alternatives, Inc3,736$212K0.15%-17613F-HRTimeline
EQUITABLE TRUST CO3,716$211K0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,713$211K<0.01%-7213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,702$210K<0.01%+14113F-HRTimelineGroup
Dunhill Financial, LLC3,644$207K0.1%-5,65713F-HRTimeline
Wealth Management Strategies, Inc.3,635$206K0.16%13F-HR/ATimeline
NCM Capital Management, LLC3,604$204K0.09%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,305$203K0.02%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,483$197K0.01%-7313F-HR/ATimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…3,046$173K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,869$163K0.08%13F-HRTimeline
Pinnacle Bancorp, Inc.2,818$160K0.05%+2413F-HRTimeline
VSM Wealth Advisory, LLC2,796$159K0.06%13F-HRTimeline
PDS Planning, Inc2,716$154K0.01%-9913F-HRTimeline
Coston, McIsaac & Partners2,663$150K0.04%+1313F-HRTimeline
Northwest Capital Management Inc2,252$128K0.05%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2,168$123K0.03%+813F-HRTimelineGroup
STANCE CAPITAL LLC2,063$117K0.07%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,033$115K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC2,025$114K0.04%13F-HRTimeline
Abound Wealth Management2,010$114K0.04%+12513F-HRTimeline
Van Hulzen Asset Management, LLC1,976$112K0.01%new13F-HRTimeline
Milestone Investment Advisors LLC1,967$112K0.03%-2213F-HRTimeline
Parkworth Wealth Management, Inc.1,792$102K0.08%13F-HRTimeline
OARSMAN CAPITAL, INC.1,780$101K0.02%+25113F-HRTimeline
Urban Financial Advisory Corp1,691$95.9K0.05%+1513F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding1,667$94.5KnewTimeline
YANKCOM Partnership1,664$94.3K0.05%13F-HRTimeline
AllSquare Wealth Management LLC1,655$93.8K0.05%013F-HRTimeline
Minot DeBlois Advisors LLC1,624$92.1K0.08%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,603$90.9K0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,590$90.2K0.04%013F-HRTimeline
Painted Porch Advisors LLC1,590$90.2K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC1,578$89.5K<0.01%+13513F-HRTimeline
Federation des caisses Desjardins du Qu…1,504$85.3K<0.01%+6513F-HRTimeline
Bristlecone Advisors, LLC1,499$85K0.01%-3,38713F-HRTimeline
Longview Financial Advisors LLC1,426$80.9K0.05%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,275$72.3K0.01%013F-HRTimeline
Bangor Savings Bank1,140$64.6K0.01%+69013F-HRTimeline
Hurley Capital, LLC948$53.9K0.04%13F-HRTimeline
Morling Financial Advisors, LLC916$51.9K0.02%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.900$51K0.03%013F-HRTimeline
Archer Investment Corp872$49.4K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC867$49.2K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC644$36.5K0.01%013F-HRTimeline
Graney & King, LLC618$35.1K0.03%13F-HRTimeline
Tradewinds Capital Management, LLC602$34.1K0.01%+29613F-HRTimeline
Keystone Financial Group, Inc.600$34K0.03%13F-HRTimeline
Avalon Trust Co561$31.8K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC533$30.2K<0.01%+16013F-HRTimeline
Roble, Belko & Company, Inc509$29K<0.01%013F-HRTimeline
Wells Financial Advisors INC500$28.4K0.04%013F-HRTimeline
Winthrop Capital Management, LLC496$28K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC473$26.8K<0.01%-1,21613F-HRTimelineGroup
DT Investment Partners, LLC465$26.4K<0.01%013F-HRTimeline
Front Row Advisors LLC405$23K0.01%013F-HRTimeline
Piscataqua Savings Bank390$22.1K0.02%013F-HRTimeline
Global Retirement Partners, LLC381$21.6K<0.01%+26613F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC370$21K0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…361$20.5K<0.01%013F-HRTimelineGroup
Bradley & Co. Private Wealth Management…351$19.9K0.01%13F-HRTimeline
PRIVATE TRUST CO NA350$19.8K<0.01%013F-HRTimeline
American Capital Advisory, LLC307$17.4K0.01%+513F-HRTimeline
Newton One Investments LLC274$15.5K0.01%new13F-HRTimeline
Fort Vancouver Investment Management, L…246$13.9K0.01%+16813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.230$13K<0.01%-1,00013F-HRTimelineGroup
Fairway Wealth LLC209$11.9K0.01%+213F-HRTimeline
Tidemark, LLC187$10.6K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC180$10.2K<0.01%-2113F-HRTimeline
Wingate Wealth Advisors, Inc.175$9.92K0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…163$9.24K<0.01%013F-HRTimelineGroup
MAI Capital Management149$8.45K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.142$8.05K<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC140$7.94K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC110$6.24K<0.01%013F-HRTimeline
WHITTIER TRUST CO80$4.54K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC70$3.97K<0.01%+213F-HRTimeline
AE Wealth Management LLC65$3.69K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…34$1.93K<0.01%new13F-HRTimelineGroup
CURIO WEALTH, LLC25$1.42K<0.01%13F-HRTimeline
Rice Partnership, LLC21$1.19K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$34<0.01%013F-HRTimelineGroup