30,353 funds screened by look-through to their filed holdings
Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| VADDX | Invesco Equally-Weighted S&P 500 Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 509 | 93% |
| VADFX | Invesco Equally-Weighted S&P 500 Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 509 | 93% |
| VADGX | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND· VANGUARD WHITEHALL FUNDS | Non-compliant | 40 | 93% |
| VADRX | Invesco Equally-Weighted S&P 500 Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 509 | 93% |
| VAESX | Virtus KAR Emerging Markets Small-Cap Fund· Virtus Opportunities Trust | Non-compliant | 42 | 40% |
| VAFAX | Invesco American Franchise Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 44 | 99% |
| VAFCX | Invesco American Franchise Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 44 | 99% |
| VAFFX | Invesco American Franchise Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 44 | 99% |
| VAFIX | Invesco American Franchise Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 44 | 99% |
| VAFNX | Invesco American Franchise Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 44 | 99% |
| VAFRX | Invesco American Franchise Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 44 | 99% |
| VAGIX | VALUE LINE CORE BOND FUND· Value Line Core Bond Fund | Non-compliant | 150 | 88% |
| VAGVX | VANGUARD ADVICE SELECT GLOBAL VALUE FUND· VANGUARD WHITEHALL FUNDS | Non-compliant | 107 | 93% |
| VAIGX | VANGUARD ADVICE SELECT INTERNATIONAL GROWTH FUND· VANGUARD WHITEHALL FUNDS | Non-compliant | 32 | 91% |
| VAIPX | VANGUARD INFLATION-PROTECTED SECURITIES FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 126 | 99% |
| VAKSX | Virtus KAR Small-Mid Cap Growth Fund· Virtus Equity Trust | Non-compliant | 27 | 97% |
| VALAX | Al Frank Fund· NORTHERN LIGHTS FUND TRUST II | Non-compliant | 69 | 90% |
| VALIX | VALUE LINE CAPITAL APPRECIATION FUND INC | Non-compliant | 180 | 89% |
| VALLX | VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.· Value Line Larger Companies Focused Fund, Inc. | Non-compliant | 31 | 91% |
| VALQ | American Century U.S. Quality Value ETF· American Century ETF Trust | Non-compliant | 227 | 93% |
| VALSX | Value Line Select Core Fund | Non-compliant | 41 | 98% |
| VAMO | Cambria Value and Momentum ETF· Cambria ETF Trust | Non-compliant | 103 | 81% |
| VAPPX | Capital Appreciation Fund· VALIC Co I | Non-compliant | 65 | 98% |
| VASVX | VANGUARD SELECTED VALUE FUND· VANGUARD WHITEHALL FUNDS | Non-compliant | 126 | 89% |
| VAW | VANGUARD MATERIALS INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 113 | 95% |
| VB | VANGUARD SMALL-CAP INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 1,317 | 85% |
| VBAIX | VANGUARD BALANCED INDEX FUND· VANGUARD VALLEY FORGE FUNDS | Non-compliant | 16,318 | 91% |
| VBCA | VANGUARD TARGET MATURITY 2027 CORPORATE BOND ETF· VANGUARD WELLESLEY INCOME FUND | Non-compliant | 632 | 74% |
| VBCB | VANGUARD TARGET MATURITY 2028 CORPORATE BOND ETF· VANGUARD WELLESLEY INCOME FUND | Non-compliant | 651 | 70% |
| VBCC | VANGUARD TARGET MATURITY 2029 CORPORATE BOND ETF· VANGUARD WELLESLEY INCOME FUND | Non-compliant | 602 | 72% |
| VBCD | VANGUARD TARGET MATURITY 2030 CORPORATE BOND ETF· VANGUARD WELLESLEY INCOME FUND | Non-compliant | 670 | 73% |
| VBCE | VANGUARD TARGET MATURITY 2031 CORPORATE BOND ETF· VANGUARD WELLESLEY INCOME FUND | Non-compliant | 522 | 73% |
| VBCF | VANGUARD TARGET MATURITY 2032 CORPORATE BOND ETF· VANGUARD WELLESLEY INCOME FUND | Non-compliant | 374 | 76% |
| VBCG | VANGUARD TARGET MATURITY 2033 CORPORATE BOND ETF· VANGUARD WELLESLEY INCOME FUND | Non-compliant | 350 | 75% |
| VBCH | VANGUARD TARGET MATURITY 2034 CORPORATE BOND ETF· VANGUARD WELLESLEY INCOME FUND | Non-compliant | 345 | 72% |
| VBCI | VANGUARD TARGET MATURITY 2035 CORPORATE BOND ETF· VANGUARD WELLESLEY INCOME FUND | Non-compliant | 375 | 76% |
| VBCJ | VANGUARD TARGET MATURITY 2036 CORPORATE BOND ETF· VANGUARD WELLESLEY INCOME FUND | Non-compliant | 224 | 72% |
| VBCVX | Systematic Value Fund· VALIC Co I | Non-compliant | 162 | 94% |
| VBF | Invesco Bond Fund | Non-compliant | 1,623 | 50% |
| VBFRX | Virtus Newfleet Core Plus Bond Fund· Virtus Opportunities Trust | Non-compliant | 742 | 50% |
| VBIAX | VANGUARD BALANCED INDEX FUND· VANGUARD VALLEY FORGE FUNDS | Non-compliant | 16,318 | 91% |
| VBIIX | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 2,357 | 84% |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF· VANGUARD INSTITUTIONAL INDEX FUNDS | Non-compliant | 27 | 100% |
| VBILX | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 2,357 | 84% |
| VBIMX | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 2,357 | 84% |
| VBINX | VANGUARD BALANCED INDEX FUND· VANGUARD VALLEY FORGE FUNDS | Non-compliant | 16,318 | 91% |
| VBIPX | VANGUARD SHORT-TERM BOND INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 3,186 | 87% |
| VBIRX | VANGUARD SHORT-TERM BOND INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 3,186 | 87% |
| VBISX | VANGUARD SHORT-TERM BOND INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 3,186 | 87% |
| VBITX | VANGUARD SHORT-TERM BOND INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 3,186 | 87% |
| VBIUX | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 2,357 | 84% |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 553 | 87% |
| VBLAX | VANGUARD LONG-TERM BOND INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 2,985 | 82% |
| VBLIX | VANGUARD LONG-TERM BOND INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 2,985 | 82% |
| VBLLX | VANGUARD LONG-TERM BOND INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 2,985 | 82% |
| VBMFX | VANGUARD TOTAL BOND MARKET INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 17,409 | 86% |
| VBMPX | VANGUARD TOTAL BOND MARKET INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 17,409 | 86% |
| VBND | Vident U.S. Bond Strategy ETF· ETF Series Solutions | Non-compliant | 174 | 71% |
| VBPIX | VANGUARD BAILLIE GIFFORD GLOBAL POSITIVE IMPACT STOCK FUND· VANGUARD VALLEY FORGE FUNDS | Non-compliant | 43 | 93% |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 845 | 83% |
| VBTIX | VANGUARD TOTAL BOND MARKET INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 17,409 | 86% |
| VBTLX | VANGUARD TOTAL BOND MARKET INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 17,409 | 86% |
| VCAAX | Asset Allocation Fund· VALIC Co I | Non-compliant | 634 | 86% |
| VCBCX | Systematic Growth Fund· VALIC Co I | Non-compliant | 183 | 97% |
| VCBDX | Core Bond Fund· VALIC Co I | Non-compliant | 1,834 | 71% |
| VCDAX | VANGUARD CONSUMER DISCRETIONARY INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 286 | 91% |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF· VANGUARD WORLD FUND | Non-compliant | 2,777 | 85% |
| VCESX | Virtus KAR Emerging Markets Small-Cap Fund· Virtus Opportunities Trust | Non-compliant | 42 | 40% |
| VCFAX | VOYA SECURITIZED CREDIT FUND· Voya Separate Portfolios Trust | Non-compliant | 628 | 9% |
| VCFIX | VOYA SECURITIZED CREDIT FUND· Voya Separate Portfolios Trust | Non-compliant | 628 | 9% |
| VCFRX | VOYA SECURITIZED CREDIT FUND· Voya Separate Portfolios Trust | Non-compliant | 628 | 9% |
| VCFVX | International Value Fund· VALIC Co I | Non-compliant | 144 | 93% |
| VCGAX | Systematic Core Fund· VALIC Co I | Non-compliant | 347 | 91% |
| VCGEX | Emerging Economies Fund· VALIC Co I | Non-compliant | 580 | 90% |
| VCGRX | Virtus KAR Capital Growth Fund· Virtus Equity Trust | Non-compliant | 29 | 98% |
| VCGSX | Government Securities Fund· VALIC Co I | Non-compliant | 264 | 84% |
| VCHY | VANGUARD U.S. HIGH-YIELD CORPORATE BOND INDEX ETF· VANGUARD MALVERN FUNDS | Non-compliant | 1,751 | 28% |
| VCIEX | International Equities Index Fund· VALIC Co I | Non-compliant | 702 | 97% |
| VCIFX | International Government Bond Fund· VALIC Co I | Non-compliant | 145 | 36% |
| VCIGX | Dividend Value Fund· VALIC Co I | Non-compliant | 116 | 95% |
| VCINX | International Growth Fund· VALIC Co I | Non-compliant | 31 | 94% |
| VCISX | Virtus KAR International Small-Mid Cap Fund· Virtus Opportunities Trust | Non-compliant | 34 | 67% |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 2,307 | 73% |
| VCKSX | Virtus KAR Small-Mid Cap Growth Fund· Virtus Equity Trust | Non-compliant | 27 | 97% |
| VCLN | Virtus Duff & Phelps Clean Energy ETF· Virtus ETF Trust II | Non-compliant | 42 | 91% |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 2,780 | 69% |
| VCMDX | VANGUARD COMMODITY STRATEGY FUND· VANGUARD TRUSTEES' EQUITY FUND | Non-compliant | 48 | 88% |
| VCNIX | Nasdaq-100 Index Fund· VALIC Co I | Non-compliant | 105 | 97% |
| VCOB | Voya Core Bond ETF· Tidal Trust IV | Non-compliant | 949 | 64% |
| VCPSX | VANGUARD STAR CORE-PLUS BOND FUND· VANGUARD STAR FUNDS | Non-compliant | 3,244 | 54% |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 286 | 91% |
| VCRAX | NYLIM CBRE Global Infrastructure Fund· NYLIM FUNDS TRUST | Non-compliant | 58 | 93% |
| VCRCX | NYLIM CBRE Global Infrastructure Fund· NYLIM FUNDS TRUST | Non-compliant | 58 | 93% |
| VCRIX | NYLIM CBRE Global Infrastructure Fund· NYLIM FUNDS TRUST | Non-compliant | 58 | 93% |
| VCRQX | NYLIM CBRE Global Infrastructure Fund· NYLIM FUNDS TRUST | Non-compliant | 58 | 93% |
| VCRVX | NYLIM CBRE Global Infrastructure Fund· NYLIM FUNDS TRUST | Non-compliant | 58 | 93% |
| VCSAX | VANGUARD CONSUMER STAPLES INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 107 | 96% |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 3,004 | 72% |
| VCSLX | Small Cap Index Fund· VALIC Co I | Non-compliant | 1,934 | 78% |
| VCSOX | International Socially Responsible Fund· VALIC Co I | Non-compliant | 471 | 97% |
30,353 funds · page 174 of 304