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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
VANGUARD GROUP INCin group VANGUARD GROUP INC3,328,662$189M<0.01%+437,34513F-HRTimelineGroup
Creative Planningin group Creative Planning1,265,809$71.8M0.07%+32,75013F-HRTimelineGroup
Dundas Partners LLP1,081,151$61.3M4.3%new13F-HRTimeline
Leo Wealth, LLC748,862$42.5M3.8%-25,55013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA519,327$29.4M0.01%+51,00913F-HRTimelineGroup
SCS Capital Management LLC435,211$24.7M0.51%+3,91313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY402,030$22.8M<0.01%+13,53113F-HR/ATimelineGroup
Facet Wealth, Inc.354,855$20.9M0.55%+35,06513F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP338,382$19.2M0.53%-62,70913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC318,019$18M0.01%13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/299,553$17M<0.01%+9,31913F-HRTimelineGroup
Refined Wealth Management276,644$15.7M11.94%-2,30013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC273,700$15.5M0.03%+2,52413F-HRTimelineGroup
Sellwood Investment Partners LLC258,180$14.6M7.87%13F-HRTimeline
UBS Group AGin group UBS Group AG247,259$14M<0.01%+4,52613F-HRTimelineGroup
SPINNAKER TRUST238,113$13.5M0.85%+2,17313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC237,827$13.5M<0.01%+24,51213F-HRTimelineGroup
Hanson & Doremus Investment Management235,627$13.4M2.09%-1,60613F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp217,110$12.3M0.09%+4,17913F-HRTimelineGroup
Prime Buchholz LLC216,414$12.3M4%13F-HRTimeline
LifeGuide Financial Advisors, LLC182,799$10.4M4.45%+28,82813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding172,283$9.77M-3,823Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.165,203$9.37M0.02%+1,39313F-HRTimelineGroup
Joel Adams & Associates, Inc.159,361$9.04M8.21%13F-HRTimeline
Charter Oak Capital Management, LLC143,993$8.16M0.76%+1,56013F-HRTimeline
Crewe Advisors LLC140,859$7.99M1.1%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co140,556$7.97M0.11%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC137,240$7.78M0.01%+19,81913F-HRTimelineGroup
Diversified Portfolios, Inc.136,441$7.74M0.84%+17113F-HRTimeline
Essential Planning, LLC.122,519$7.24M0.05%new13F-HRTimeline
FLOW TRADERS U.S. LLC124,762$7.07M0.28%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP122,701$6.96M0.17%-2,50313F-HRTimeline
Garde Capital, Inc.120,664$6.84M0.45%-12,67113F-HRTimeline
LPL Financial LLC120,145$6.81M<0.01%+11,87113F-HRTimeline
Stewardship Advisors, LLC119,727$6.79M1.88%-1,65013F-HRTimeline
Beacon Pointe Advisors, LLC111,096$6.3M0.07%-1,78213F-HRTimeline
Apella Capital, LLC110,069$6.24M0.24%-1,04113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC104,600$5.93M<0.01%+4,04113F-HRTimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC100,830$5.72M0.28%-14,43513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…99,824$5.66M<0.01%+21,76013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC92,675$5.25M0.02%+50,61313F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV92,466$5.24M0.17%+18,97713F-HRTimeline
MML INVESTORS SERVICES, LLC91,745$5.2M0.02%-99013F-HRTimeline
Advisory Services Network, LLC89,956$5.1M0.1%+5,93613F-HRTimeline
Orgel Wealth Management, LLC87,747$4.98M0.13%+6,19513F-HRTimeline
Financial Connections Group, Inc.84,620$4.8M2.31%+5,74413F-HRTimeline
DOHJ, LLC83,405$4.73M1.09%+1,80813F-HRTimeline
EVOKE WEALTH, LLC82,813$4.7M0.13%+14,00213F-HRTimeline
White Lighthouse Investment Management …82,319$4.67M0.82%+3,54913F-HRTimeline
HighTower Advisors, LLC80,822$4.58M0.01%-70913F-HRTimeline
SageView Advisory Group, LLC79,753$4.52M0.19%+1,22213F-HRTimeline
Farrell Financial LLC78,859$4.47M3.2%+3,02513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP78,088$4.43M<0.01%+16,28613F-HRTimelineGroup
Quent Capital, LLC73,067$4.14M0.43%+5,45513F-HRTimeline
Human Investing LLC72,475$4.11M0.73%+3,73013F-HRTimeline
Empirical Financial Services, LLC d.b.a…72,456$4.11M0.11%-4,23113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC70,045$3.97M0.01%+2,57013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding69,934$3.97M-2,027Timeline
Cetera Investment Advisers65,881$3.74M0.01%-22513F-HRTimeline
Koss-Olinger Consulting, LLC62,350$3.54M0.31%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…62,242$3.53M0.01%+16,61813F-HR/ATimeline
AMG National Trust Bank62,179$3.53M0.1%-4,92913F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC62,061$3.52M1.66%+1,21413F-HRTimeline
DeDora Capital, Inc.58,981$3.34M0.92%+23013F-HRTimeline
Westfuller Advisors, LLC58,638$3.32M2.11%-2,56313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC57,660$3.27M0.01%-305,78313F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV53,422$3.03M0.96%-50,46913F-HRTimeline
Balanced Rock Investment Advisors LLC52,600$2.98M2.36%-3,82313F-HRTimeline
Ledyard National Bank52,582$2.98M0.28%+77113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC51,051$2.89M0.43%+42,16413F-HRTimeline
New Covenant Trust Company, N.A.49,478$2.81M2.79%+19913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp46,790$2.65M<0.01%+6,40913F-HRTimelineGroup
Silver Oak Advisory Group, Inc.45,337$2.57M1.36%+52213F-HRTimeline
Bear Mountain Capital, Inc.43,327$2.52M0.98%+91513F-HRTimeline
CGN Advisors LLC42,195$2.39M0.23%+1,43813F-HRTimeline
Cambridge Investment Research Advisors,…40,100$2.27M0.01%+1,98813F-HRTimeline
Martin Worley Group39,612$2.25M1.4%13F-HRTimeline
MAYPORT, LLC39,495$2.24M0.66%-1,69113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP39,367$2.23M<0.01%+2,41813F-HRTimelineGroup
BFSG, LLC39,165$2.22M0.26%+1,95513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC38,680$2.19M0.51%+8,12813F-HRTimeline
Boston Standard Wealth Management, LLC37,885$2.15M0.42%+65113F-HRTimeline
Carr Financial Group Corp35,364$2.01M0.63%+30413F-HRTimeline
Olde Wealth Management, LLC35,299$2M0.71%-3713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP34,974$1.98M<0.01%-23,47713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS34,662$1.97M0.01%-6,73913F-HRTimeline
DAVIS R M INC34,549$1.96M0.04%+1,40913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,211$1.94M<0.01%-1,69213F-HR/ATimelineGroup
Haverford Trust Co34,164$1.94M0.02%+1,24513F-HRTimeline
Addison Advisors LLC33,233$1.88M0.52%+6,39213F-HRTimeline
Brooklyn FI, LLC32,907$1.87M0.62%+68213F-HR/ATimeline
GOULD ASSET MANAGEMENT LLC /CA/32,707$1.85M0.39%-513F-HRTimeline
West Financial Advisors, LLC32,458$1.84M0.35%+1,71913F-HRTimeline
Wealthfront Advisers LLC32,096$1.82M0.01%+4,91413F-HR/ATimeline
Cresset Asset Management, LLC30,605$1.74M0.01%+80113F-HRTimeline
SENTINEL TRUST CO LBA28,657$1.62M0.19%+74813F-HRTimeline
Monterey Private Wealth, Inc.28,431$1.61M0.53%+14613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV28,099$1.59M0.49%+81113F-HRTimeline
Betterment LLC27,945$1.58M<0.01%-2,16813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.26,780$1.52M0.18%013F-HRTimeline
Bell Investment Advisors, Inc26,163$1.48M0.28%+1,04513F-HRTimeline
Sageworth Trust Co25,875$1.47M0.09%+10613F-HRTimeline
Skyline Advisors, Inc.25,092$1.42M0.55%-105,27313F-HRTimeline
LIBRA WEALTH LLC23,718$1.34M0.52%+2,14113F-HRTimeline
Pallas Capital Advisors LLC23,616$1.34M0.06%-22113F-HRTimeline
Summit Wealth Group, LLC23,085$1.31M0.38%013F-HRTimeline
Global Strategic Investment Solutions, …22,728$1.29M0.15%+7713F-HRTimeline
Northland Capital Management LLC21,170$1.2M0.89%-3,02813F-HRTimeline
Perigon Wealth Management, LLC21,093$1.19M0.03%-38413F-HRTimeline
UMB Bank, n.a.20,420$1.16M0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHOREO, LLC20,008$1.13M0.02%+2,92913F-HRTimeline
JNBA Financial Advisors19,909$1.13M0.12%-2913F-HRTimeline
Topel & Distasi Wealth Management, LLC19,487$1.1M0.47%+45313F-HRTimeline
Hardy Reed LLC19,333$1.1M0.1%+1,43213F-HRTimeline
FMR LLCin group FMR LLC19,253$1.09M<0.01%-1,23913F-HRTimelineGroup
Ballentine Partners, LLC19,108$1.08M0.02%013F-HRTimeline
SAPIENT CAPITAL LLC18,531$1.05M0.02%-11813F-HRTimeline
Caprock Group, LLC17,866$1.01M0.03%-5,81413F-HRTimeline
Chicago Partners Investment Group LLC17,578$997K0.03%+15113F-HRTimeline
Family CFO Inc17,557$995K0.55%+113F-HRTimeline
Financial Council, LLC17,381$986K0.51%-1,51613F-HRTimeline
NewEdge Advisors, LLC16,768$951K0.01%-94413F-HRTimeline
LexAurum Advisors, LLC16,673$945K0.19%+95313F-HRTimeline
Corrigan Financial, Inc.16,576$940K0.22%+1,26813F-HRTimeline
WealthCollab, LLC16,539$938K0.6%-1,04413F-HRTimeline
HARBOUR INVESTMENTS, INC.16,464$934K0.03%+3,13913F-HRTimeline
Larson Financial Group LLC16,096$913K0.05%+1,50413F-HRTimeline
Opes Wealth Management LLC15,991$907K0.19%+30813F-HRTimeline
AMARA FINANCIAL, LLC.15,901$902K0.83%+96813F-HRTimeline
Ramirez Asset Management, Inc.15,560$882K0.18%+76513F-HRTimeline
Parallel Advisors, LLC14,765$837K0.02%-17813F-HRTimeline
Wilmington Savings Fund Society, FSB14,511$823K0.01%013F-HRTimeline
Optas, LLC14,189$805K0.17%013F-HRTimeline
Mallini Complete Financial Planning LLC14,155$803K0.76%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,119$801K<0.01%+7213F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/13,577$770K0.76%13F-HRTimeline
Treynor Bancshares, Inc.13,308$755K0.8%+9013F-HRTimeline
Johnson Bixby & Associates, LLC13,128$744K0.11%+20013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,027$739K<0.01%-1,64613F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC13,005$737K0.01%-613F-HRTimeline
Allworth Financial LP12,362$715K<0.01%+1,24113F-HRTimeline
HEADINVEST, LLC12,594$714K0.13%+8,70513F-HRTimeline
Independent Advisor Alliance12,247$694K0.01%new13F-HRTimeline
MATHER GROUP, LLC.12,128$688K0.01%-1,02513F-HRTimeline
Geneos Wealth Management Inc.12,031$682K0.02%+2,60013F-HRTimeline
Sageworth Trust Co of South Dakota12,007$681K0.86%-5113F-HRTimeline
CWM, LLCin group CWM, LLC11,639$660K<0.01%-4813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV11,634$660K<0.01%+6,81813F-HRTimeline
Merriman Wealth Management, LLC11,322$642K0.03%-5513F-HRTimeline
Well Done, LLC10,349$637K0.12%013F-HRTimeline
Smithfield Trust Co11,195$635K0.03%-33413F-HRTimeline
Capital Advantage, Inc.10,969$622K0.11%-1,33513F-HRTimeline
Operose Advisors LLC10,838$615K0.21%-45813F-HRTimeline
Modera Wealth Management, LLC10,644$603K0.01%-1,94313F-HRTimeline
Longview Financial Advisors, Inc.10,639$603K0.48%013F-HRTimeline
Truepoint, Inc.10,588$600K0.02%+1413F-HRTimeline
One Day In July LLC10,586$600K0.06%-50413F-HRTimeline
Pure Financial Advisors, LLC10,331$586K0.01%-40413F-HRTimeline
Destination Wealth Management10,322$585K0.02%-23313F-HRTimeline
Tradition Wealth Management, LLC10,210$579K0.05%-1,01413F-HRTimeline
NOTTINGHAM ADVISORS, INC.10,200$578K0.07%-1,55013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP10,000$567K0.01%013F-HRTimeline
Values Added Financial LLC9,882$560K0.32%-45913F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…9,868$559K0.02%+3813F-HRTimelineGroup
Cornerstone Wealth Management, LLC9,766$554K0.04%-28413F-HRTimeline
ANB BANK9,620$545K0.24%13F-HRTimeline
Strategic Point Investment Advisors, LLC9,580$543K0.09%+40013F-HRTimeline
Round Rock Advisors LLC9,282$526K0.11%-15813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,008$511K<0.01%+27813F-HRTimelineGroup
Savvy Advisors, Inc.8,849$502K0.06%new13F-HRTimeline
DHK Financial Advisors, Inc.8,685$492K0.3%-44613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,637$490K<0.01%013F-HRTimelineGroup
Symmetry Partners, LLC8,186$464K0.07%+2,17813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC8,174$463K0.05%-76013F-HRTimeline
Private Advisor Group, LLC8,110$460K<0.01%-28113F-HRTimeline
Pathway Financial Advisors LLC8,043$456K0.1%+3,79713F-HRTimeline
GTS SECURITIES LLC7,772$441K0.02%new13F-HRTimeline
Meridian Financial Partners LLC7,681$436K0.23%new13F-HRTimeline
Quantum Financial Advisors, LLC7,662$434K0.07%new13F-HRTimeline
WEBSTER BANK, N. A.7,625$432K0.05%013F-HRTimeline
Brickley Wealth Management7,577$430K0.09%013F-HRTimeline
MilWealth Group LLC7,339$416K0.11%+37713F-HRTimeline
FINANCIAL COUNSELORS INC7,280$413K0.01%-1,71713F-HRTimeline
Linscomb Wealth, Inc.7,186$407K0.02%-2113F-HRTimeline
D.A. DAVIDSON & CO.7,156$406K<0.01%+14513F-HRTimeline
SAX WEALTH ADVISORS, LLC7,111$403K0.03%013F-HRTimeline
Gilbert & Cook, Inc.7,081$401K0.06%+1,05113F-HRTimeline
Glen Eagle Advisors, LLC7,080$401K0.07%-81313F-HRTimeline
&PARTNERS6,981$396K<0.01%+1,43513F-HRTimeline
NATURAL INVESTMENTS, LLC6,971$395K0.11%13F-HRTimeline
Empower Advisory Group, LLC6,953$394K<0.01%+5513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,925$393K0.05%+3513F-HRTimeline
Waverly Advisors, LLC6,847$388K0.01%-4,90313F-HRTimeline
Sanctuary Advisors, LLC6,500$384K<0.01%+2413F-HRTimeline
IFG Advisors, LLC6,714$381K0.08%+80713F-HRTimeline
Aegis Wealth Management LLC6,560$372K0.25%13F-HRTimeline
Bragg Financial Advisors, Inc6,515$369K0.01%+1,12413F-HRTimeline
Sterling Group Wealth Management, LLC6,427$364K0.19%-29813F-HRTimeline
EP Wealth Advisors, LLC6,410$363K<0.01%-99113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,386$362K<0.01%+22113F-HRTimelineGroup