Skip to content
Disclosery

VSGX VANGUARD WORLD FD

Follow

SHS (fund)

356 managers (358 13F filers) reported a position in VSGX shares at 2025-03-31, 18,365,129 shares in all. 23 filers opened a position and 23 filers sold out during the quarter.

Managers
356
13F filers
358
New
23
Added
150
Reduced
106
Sold out
23
Shares held by filers
18,365,129

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC3,546,364$209M<0.01%+217,70213F-HRTimelineGroup
Creative Planningin group Creative Planning1,312,504$77.4M0.07%+46,69513F-HRTimelineGroup
Leo Wealth, LLC617,336$36.4M5.23%-131,52613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA529,383$31.2M0.01%+10,05613F-HR/ATimelineGroup
SCS Capital Management LLC428,475$25.3M0.32%-6,73613F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY403,178$23.8M<0.01%+1,14813F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP398,892$23.5M0.4%+60,51013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC341,142$20.1M0.01%+23,12313F-HRTimelineGroup
Facet Wealth, Inc.293,568$18.3M0.47%-61,28713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/283,433$16.7M<0.01%-16,12013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC278,465$16.4M0.03%+4,76513F-HRTimelineGroup
Sellwood Investment Partners LLC270,225$15.9M8.32%+12,04513F-HRTimeline
UBS Group AGin group UBS Group AG257,490$15.2M<0.01%+10,23113F-HRTimelineGroup
FLOW TRADERS U.S. LLC249,477$14.7M0.62%+124,71513F-HRTimeline
Refined Wealth Management241,653$14.3M11.66%-34,99113F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp235,877$13.9M0.1%+18,76713F-HRTimelineGroup
Hanson & Doremus Investment Management231,082$13.6M1.99%-4,54513F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC228,410$13.5M0.73%+127,58013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC216,735$12.8M<0.01%-21,09213F-HRTimelineGroup
Prime Buchholz LLC216,522$12.8M4.46%+10813F-HRTimeline
LifeGuide Financial Advisors, LLC187,827$11.1M4.52%+5,02813F-HRTimeline
SPINNAKER TRUST187,644$11.1M0.72%-50,46913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC167,019$9.85M0.02%+109,35913F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.166,886$9.84M0.02%+1,68313F-HRTimelineGroup
Stewardship Advisors, LLC162,215$9.57M2.59%+42,48813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding160,875$9.49M-11,408Timeline
Joel Adams & Associates, Inc.154,717$9.13M8.21%-4,64413F-HRTimeline
Crewe Advisors LLC149,269$8.8M1.24%+8,41013F-HRTimeline
Charter Oak Capital Management, LLC141,453$8.34M0.77%-2,54013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co140,340$8.28M0.11%-21613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC133,459$7.87M0.01%-3,78113F-HRTimelineGroup
Diversified Portfolios, Inc.127,838$7.54M0.79%-8,60313F-HRTimeline
Westfuller Advisors, LLC127,075$7.49M5%+68,43713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP120,384$7.1M0.18%-2,31713F-HRTimeline
LPL Financial LLC116,713$6.88M<0.01%-3,43213F-HRTimeline
SageView Advisory Group, LLC113,639$6.7M0.29%+33,88613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC112,504$6.64M<0.01%+7,90413F-HR/ATimelineGroup
Garde Capital, Inc.108,224$6.38M0.37%-12,44013F-HRTimeline
Beacon Pointe Advisors, LLC106,843$6.3M0.07%-4,25313F-HRTimeline
Financial Connections Group, Inc.99,934$5.9M2.65%+15,31413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…96,722$5.7M<0.01%-3,10213F-HRTimelineGroup
Apella Capital, LLC101,464$5.7M0.2%-8,60513F-HRTimeline
MML INVESTORS SERVICES, LLC93,726$5.53M0.02%+1,98113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP91,617$5.43M<0.01%+13,52913F-HR/ATimelineGroup
Orgel Wealth Management, LLC91,270$5.38M0.14%+3,52313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC89,574$5.28M0.02%-3,10113F-HRTimelineGroup
EVOKE WEALTH, LLC86,228$5.09M0.13%+3,41513F-HRTimeline
Advisory Services Network, LLC84,143$4.96M0.1%-5,81313F-HRTimeline
HighTower Advisors, LLC83,475$4.92M0.01%+2,65313F-HRTimeline
White Lighthouse Investment Management …83,243$4.91M0.88%+92413F-HRTimeline
Farrell Financial LLC80,756$4.76M3.47%+1,89713F-HRTimeline
Quent Capital, LLC80,393$4.74M0.5%+7,32613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding79,875$4.71M+9,941Timeline
Human Investing LLC79,064$4.66M0.82%+6,58913F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV76,183$4.49M0.13%-16,28313F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC74,915$4.42M0.01%+4,87013F-HRTimeline
Empirical Financial Services, LLC d.b.a…72,534$4.28M0.11%+7813F-HRTimeline
Cetera Investment Advisers67,204$3.96M0.01%+1,32313F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC63,234$3.73M1.74%+1,17313F-HRTimeline
Koss-Olinger Consulting, LLC62,350$3.68M0.31%013F-HRTimeline
Fund Evaluation Group, LLC58,460$3.45M0.15%new13F-HRTimeline
AMG National Trust Bank58,441$3.45M0.1%-3,73813F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV53,776$3.17M1.04%+35413F-HRTimeline
New Covenant Trust Company, N.A.52,312$3.1M3.27%+2,83413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC52,516$3.1M0.48%+1,46513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,013$2.95M0.01%+15,80213F-HRTimelineGroup
Ledyard National Bank49,939$2.95M0.29%-2,64313F-HRTimeline
Balanced Rock Investment Advisors LLC49,300$2.91M2.32%-3,30013F-HRTimeline
Martin Worley Group49,218$2.9M1.66%+9,60613F-HRTimeline
DeDora Capital, Inc.49,185$2.9M0.84%-9,79613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…49,175$2.9M0.01%-13,06713F-HRTimeline
Silver Oak Advisory Group, Inc.43,500$2.56M1.36%-1,83713F-HRTimeline
Bear Mountain Capital, Inc.41,927$2.54M0.98%-1,40013F-HRTimeline
CGN Advisors LLC40,995$2.42M0.24%-1,20013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP40,683$2.4M<0.01%+1,31613F-HRTimelineGroup
BFSG, LLC39,621$2.34M0.28%+45613F-HRTimeline
MAYPORT, LLC39,495$2.33M0.64%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp39,064$2.3M<0.01%-7,72613F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC38,929$2.3M0.52%+24913F-HRTimeline
DOHJ, LLC36,172$2.13M0.49%-47,23313F-HRTimeline
DAVIS R M INC35,609$2.1M0.04%+1,06013F-HRTimeline
Carr Financial Group Corp35,591$2.1M0.69%+22713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,514$2.09M0.01%+85213F-HRTimeline
Cresset Asset Management, LLC35,465$2.09M0.01%+4,86013F-HRTimeline
Olde Wealth Management, LLC35,191$2.08M0.73%-10813F-HRTimeline
Boston Standard Wealth Management, LLC36,166$2.07M0.46%-1,71913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP34,974$2.06M<0.01%013F-HRTimelineGroup
Haverford Trust Co34,954$2.06M0.02%+79013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/33,076$1.95M0.4%+36913F-HRTimeline
West Financial Advisors, LLC32,271$1.9M0.36%-18713F-HRTimeline
Brooklyn FI, LLC32,235$1.9M0.59%-67213F-HRTimeline
Allworth Financial LP31,128$1.87M0.01%+18,76613F-HRTimeline
Betterment LLC30,340$1.79M<0.01%+2,39513F-HRTimeline
Wealthfront Advisers LLC30,043$1.77M<0.01%-2,05313F-HRTimeline
Geneos Wealth Management Inc.29,035$1.71M0.03%+17,00413F-HRTimeline
SENTINEL TRUST CO LBA28,942$1.71M0.2%+28513F-HRTimeline
Cambridge Investment Research Advisors,…28,684$1.69M0.01%-11,41613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV28,136$1.66M0.52%+3713F-HRTimeline
Sageworth Trust Co27,020$1.59M0.1%+1,14513F-HRTimeline
Addison Advisors LLC26,551$1.57M0.43%-6,68213F-HRTimeline
Monterey Private Wealth, Inc.26,453$1.56M0.46%-1,97813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.25,828$1.52M0.19%-95213F-HRTimeline
Bell Investment Advisors, Inc25,611$1.51M0.28%-55213F-HRTimeline
Summit Wealth Group, LLC23,085$1.36M0.4%013F-HRTimeline
LIBRA WEALTH LLC22,932$1.35M0.51%-78613F-HRTimeline
Global Strategic Investment Solutions, …22,766$1.34M0.16%+3813F-HRTimeline
Topel & Distasi Wealth Management, LLC22,683$1.34M0.62%+3,19613F-HRTimeline
Pallas Capital Advisors LLC22,111$1.3M0.05%-1,50513F-HRTimeline
JNBA Financial Advisors21,858$1.29M0.13%+1,94913F-HRTimeline
Perigon Wealth Management, LLC21,093$1.24M0.03%013F-HRTimeline
UMB Bank, n.a.20,420$1.2M0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHOREO, LLC20,008$1.18M0.02%013F-HRTimeline
Northland Capital Management LLC19,838$1.17M0.79%-1,33213F-HRTimeline
Hardy Reed LLC19,426$1.15M0.1%+9313F-HRTimeline
LRI Investments, LLC19,192$1.13M0.11%new13F-HRTimeline
Ballentine Partners, LLC19,108$1.13M0.02%013F-HRTimeline
Skyline Advisors, Inc.18,653$1.1M0.43%-6,43913F-HRTimeline
Chicago Partners Investment Group LLC17,782$1.1M0.04%+20413F-HRTimeline
SAPIENT CAPITAL LLC18,531$1.09M0.02%013F-HRTimeline
Caprock Group, LLC18,204$1.07M0.03%+33813F-HRTimeline
FFT WEALTH MANAGEMENT LLC18,123$1.07M0.22%new13F-HRTimeline
FMR LLCin group FMR LLC18,060$1.07M<0.01%-1,19313F-HRTimelineGroup
Financial Council, LLC18,000$1.06M0.57%+61913F-HRTimeline
Family CFO Inc17,583$1.04M0.57%+2613F-HRTimeline
HARBOUR INVESTMENTS, INC.17,479$1.03M0.03%+1,01513F-HRTimeline
LexAurum Advisors, LLC17,141$1.01M0.19%+46813F-HRTimeline
VestGen Advisors, LLC16,720$986K0.04%13F-HRTimeline
NewEdge Advisors, LLC16,567$977K0.01%-20113F-HRTimeline
WealthCollab, LLC16,539$975K0.6%013F-HRTimeline
Corrigan Financial, Inc.16,239$958K0.2%-33713F-HRTimeline
Ramirez Asset Management, Inc.16,151$953K0.2%+59113F-HRTimeline
AMARA FINANCIAL, LLC.16,017$945K0.87%+11613F-HRTimeline
Values Added Financial LLC14,843$875K0.49%+4,96113F-HRTimeline
Wedmont Private Capital15,380$875K0.04%new13F-HRTimeline
Johnson Bixby & Associates, LLC14,569$859K0.13%+1,44113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,210$838K<0.01%+9113F-HRTimelineGroup
Optas, LLC14,189$837K0.15%013F-HRTimeline
Opes Wealth Management LLC14,143$834K0.17%-1,84813F-HRTimeline
Mallini Complete Financial Planning LLC13,899$820K0.78%-25613F-HRTimeline
HEADINVEST, LLC13,644$805K0.16%+1,05013F-HRTimeline
McClarren Financial Advisors, Inc.12,858$781K0.52%new13F-HRTimeline
Cornerstone Financial Group, LLC /NE/12,418$776K0.7%-1,15913F-HRTimeline
Parallel Advisors, LLC13,100$773K0.02%-1,66513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC13,005$767K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,814$756K<0.01%-21313F-HRTimelineGroup
Well Done, LLC13,300$754K0.14%+2,95113F-HRTimeline
Sageworth Trust Co of South Dakota12,710$750K0.9%+70313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC12,614$744K0.08%+4,44013F-HRTimeline
Truepoint, Inc.12,485$736K0.02%+1,89713F-HRTimeline
MATHER GROUP, LLC.12,135$716K0.01%+713F-HRTimeline
CWM, LLCin group CWM, LLC11,635$686K<0.01%-413F-HRTimelineGroup
TFO Wealth Partners, LLC11,491$678K0.13%new13F-HRTimeline
Smithfield Trust Co11,225$664K0.03%+3013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,223$662K<0.01%-41113F-HRTimeline
Wilmington Savings Fund Society, FSB11,092$654K0.01%-3,41913F-HRTimeline
Tradition Wealth Management, LLC11,003$649K0.06%+79313F-HRTimeline
Rock Point Advisors, LLC10,700$631K0.19%new13F-HRTimeline
Operose Advisors LLC10,606$626K0.21%-23213F-HRTimeline
Capital Advantage, Inc.10,969$622K0.11%013F-HRTimeline
Modera Wealth Management, LLC10,383$612K0.01%-26113F-HRTimeline
Pure Financial Advisors, LLC10,349$610K0.01%+1813F-HRTimeline
Destination Wealth Management10,322$609K0.02%013F-HRTimeline
ANB BANK10,301$608K0.27%+68113F-HRTimeline
Longview Financial Advisors, Inc.10,289$607K0.52%-35013F-HRTimeline
&PARTNERS10,197$604K0.01%+3,21613F-HRTimeline
NOTTINGHAM ADVISORS, INC.10,200$602K0.09%013F-HRTimeline
NewEdge Wealth, LLC10,192$601K0.01%+5,11813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,047$593K<0.01%+5,50813F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP10,000$590K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA9,926$585K<0.01%+1,28913F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…9,865$582K0.02%-313F-HRTimelineGroup
Larson Financial Group LLC9,767$576K0.03%-6,32913F-HRTimeline
Strategic Point Investment Advisors, LLC9,565$564K0.09%-1513F-HRTimeline
One Day In July LLC9,526$562K0.06%-1,06013F-HRTimeline
Cornerstone Wealth Management, LLC9,503$561K0.04%-26313F-HRTimeline
Round Rock Advisors LLC9,405$555K0.1%+12313F-HRTimeline
Savvy Advisors, Inc.8,965$529K0.05%+11613F-HRTimeline
Dynamic Advisor Solutions LLC8,921$526K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,777$518K<0.01%-23113F-HRTimelineGroup
DHK Financial Advisors, Inc.8,741$516K0.28%+5613F-HRTimeline
Compound Planning, Inc.8,731$515K0.02%+3,67913F-HRTimeline
THOMPSON DAVIS & CO., INC.8,636$509K0.4%+2,52513F-HRTimeline
Symmetry Partners, LLC8,083$477K0.07%-10313F-HRTimeline
Pathway Financial Advisors LLC8,043$474K0.09%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…8,042$474K0.12%+2,16613F-HRTimeline
Private Advisor Group, LLC7,874$464K<0.01%-23613F-HRTimeline
Meridian Financial Partners LLC7,871$464K0.24%+19013F-HRTimeline
Empower Advisory Group, LLC7,794$460K<0.01%+84113F-HRTimeline
WEBSTER BANK, N. A.7,625$450K0.05%013F-HRTimeline
PINNACLE ASSOCIATES LTD7,587$448K0.01%+1,55913F-HRTimeline
Brickley Wealth Management7,585$447K0.09%+813F-HRTimeline
MilWealth Group LLC7,447$439K0.12%+10813F-HRTimeline
SAX WEALTH ADVISORS, LLC7,111$419K0.03%013F-HRTimeline
Gilbert & Cook, Inc.7,081$418K0.06%013F-HRTimeline
FINANCIAL COUNSELORS INC7,050$416K0.01%-23013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC6,999$413K0.05%+1,27913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,997$413K0.05%+7213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,913$408K<0.01%+52713F-HRTimelineGroup
IFG Advisors, LLC6,754$398K0.08%+4013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…6,608$390K0.04%+1,55713F-HRTimeline