30,382 funds screened by look-through to their filed holdings
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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.
How these counts are built
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
- Funds screened
- 30,382
- Reached a verdict
- 18,520
- Compliant
- 281
- Could not be decided
- 11,862
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 |
|---|---|---|---|---|
| VKSIX | Virtus KAR Small-Mid Cap Core Fund· Virtus Equity Trust | Non-compliant | 29 | 97% |
| VKSRX | Virtus KAR Small-Mid Cap Core Fund· Virtus Equity Trust | Non-compliant | 29 | 97% |
| VLAAX | VALUE LINE ASSET ALLOCATION FUND INC | Non-compliant | 118 | 84% |
| VLACX | VANGUARD LARGE-CAP INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 452 | 98% |
| VLAIX | VALUE LINE ASSET ALLOCATION FUND INC | Non-compliant | 118 | 84% |
| VLCAX | VANGUARD LARGE-CAP INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 452 | 98% |
| VLCGX | Large Cap Core Fund· VALIC Co I | Non-compliant | 334 | 98% |
| VLCIX | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 2,780 | 69% |
| VLCRX | VOYA LARGE CAP VALUE PORTFOLIO· Voya Investors Trust | Non-compliant | 78 | 87% |
| VLEIX | Value Line Small Cap Opportunities Fund, Inc. | Non-compliant | 51 | 91% |
| VLEOX | Value Line Small Cap Opportunities Fund, Inc. | Non-compliant | 51 | 91% |
| VLEQX | Villere Equity Fund· Professionally Managed Portfolios | Non-compliant | 33 | 61% |
| VLGIX | VANGUARD LONG-TERM TREASURY INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 98 | 99% |
| VLGSX | VANGUARD LONG-TERM TREASURY INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 98 | 99% |
| VLIFX | VALUE LINE MID CAP FOCUSED FUND, INC.· Value Line Mid Cap Focused Fund, Inc. | Non-compliant | 33 | 89% |
| VLIIX | VALUE LINE CAPITAL APPRECIATION FUND INC | Non-compliant | 180 | 89% |
| VLISX | VANGUARD LARGE-CAP INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 452 | 98% |
| VLLIX | VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.· Value Line Larger Companies Focused Fund, Inc. | Non-compliant | 31 | 91% |
| VLLU | — | Non-compliant | 75 | 99% |
| VLMIX | VALUE LINE MID CAP FOCUSED FUND, INC.· Value Line Mid Cap Focused Fund, Inc. | Non-compliant | 33 | 89% |
| VLNPX | Voya Small Cap Growth Fund· Voya Equity Trust | Non-compliant | 101 | 83% |
| VLPAX | Virtus Duff & Phelps Select MLP and Energy Fund· Virtus Alternative Solutions Trust | Non-compliant | 27 | 84% |
| VLPCX | Virtus Duff & Phelps Select MLP and Energy Fund· Virtus Alternative Solutions Trust | Non-compliant | 27 | 84% |
| VLPIX | Virtus Duff & Phelps Select MLP and Energy Fund· Virtus Alternative Solutions Trust | Non-compliant | 27 | 84% |
| VLT | Invesco High Income Trust II | Non-compliant | 264 | 24% |
| VLTCX | VANGUARD LONG-TERM CORPORATE BOND INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 2,780 | 69% |
| VLU | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF· SPDR SERIES TRUST | Non-compliant | 1,480 | 95% |
| VLUE | iShares MSCI USA Value Factor ETF· iShares Trust | Non-compliant | 155 | 97% |
| VMACX | Virtus KAR Mid-Cap Core Fund· Virtus Equity Trust | Non-compliant | 29 | 97% |
| VMAEX | Virtus Newfleet CMBS MACS· Virtus Managed Account Completion Shares (MACS) Trust | Non-compliant | 22 | 21% |
| VMAFX | Virtus Newfleet Floating Rate MACS· Virtus Managed Account Completion Shares (MACS) Trust | Non-compliant | 181 | 9% |
| VMAHX | Virtus Newfleet High Yield MACS· Virtus Managed Account Completion Shares (MACS) Trust | Non-compliant | 213 | 34% |
| VMAKX | Virtus Seix High Yield MACS· Virtus Managed Account Completion Shares (MACS) Trust | Non-compliant | 125 | 47% |
| VMALX | Virtus Stone Harbor EMD MACS· Virtus Managed Account Completion Shares (MACS) Trust | Non-compliant | 148 | 27% |
| VMAX | Hartford US Value ETF· Lattice Strategies Trust | Non-compliant | 140 | 91% |
| VMBIX | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 5,123 | 95% |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 5,123 | 95% |
| VMBSX | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 5,123 | 95% |
| VMCCX | Virtus KAR Mid-Cap Core Fund· Virtus Equity Trust | Non-compliant | 29 | 97% |
| VMCIX | VANGUARD MID-CAP INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 295 | 95% |
| VMCPX | VANGUARD MID-CAP INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 295 | 95% |
| VMCRX | VOYA MIDCAP OPPORTUNITIES PORTFOLIO· Voya Variable Products Trust | Non-compliant | 77 | 96% |
| VMCTX | VANGUARD MEGA CAP INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 182 | 98% |
| VMFGX | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND· VANGUARD ADMIRAL FUNDS | Non-compliant | 246 | 89% |
| VMFIX | Virtus Newfleet Multi-Sector Intermediate Bond Fund· Virtus Opportunities Trust | Non-compliant | 1,031 | 29% |
| VMFRX | Virtus Newfleet Multi-Sector Intermediate Bond Fund· Virtus Opportunities Trust | Non-compliant | 1,031 | 29% |
| VMFVX | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND· VANGUARD ADMIRAL FUNDS | Non-compliant | 301 | 81% |
| VMGIX | VANGUARD MID-CAP GROWTH INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 127 | 95% |
| VMGMX | VANGUARD MID-CAP GROWTH INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 127 | 95% |
| VMGRX | VANGUARD MID-CAP GROWTH FUND· VANGUARD WHITEHALL FUNDS | Non-compliant | 52 | 93% |
| VMIAX | VANGUARD MATERIALS INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 113 | 95% |
| VMIDX | Mid Cap Index Fund· VALIC Co I | Non-compliant | 403 | 86% |
| VMMSX | VANGUARD EMERGING MARKETS SELECT STOCK FUND· VANGUARD TRUSTEES' EQUITY FUND | Non-compliant | 275 | 87% |
| VMNVX | VANGUARD GLOBAL MINIMUM VOLATILITY FUND· VANGUARD WHITEHALL FUNDS | Non-compliant | 252 | 95% |
| VMSAX | VANGUARD MULTI-SECTOR INCOME BOND FUND· VANGUARD MALVERN FUNDS | Non-compliant | 1,460 | 38% |
| VMSGX | Mid Cap Strategic Growth Fund· VALIC Co I | Non-compliant | 156 | 86% |
| VMSIX | VANGUARD MULTI-SECTOR INCOME BOND FUND· VANGUARD MALVERN FUNDS | Non-compliant | 1,460 | 38% |
| VMSSX | Virtus Newfleet Multi-Sector Short Term Bond Fund· Virtus Opportunities Trust | Non-compliant | 922 | 28% |
| VMVAX | VANGUARD MID-CAP VALUE INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 182 | 94% |
| VMVFX | VANGUARD GLOBAL MINIMUM VOLATILITY FUND· VANGUARD WHITEHALL FUNDS | Non-compliant | 252 | 95% |
| VMVIX | VANGUARD MID-CAP VALUE INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 182 | 94% |
| VMVLX | VANGUARD MEGA CAP VALUE INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 129 | 98% |
| VNGAX | Vontobel Global Equity· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 48 | 90% |
| VNGIX | Vontobel Global Equity· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 48 | 90% |
| VNGYX | Vontobel Global Equity· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 48 | 90% |
| VNIAX | Vontobel International Equity Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 62 | 91% |
| VNIE | Vontobel International Equity Active ETF· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 48 | 92% |
| VNIIX | Vontobel International Equity Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 62 | 91% |
| VNIYX | Vontobel International Equity Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 62 | 91% |
| VNLA | Janus Henderson Short Duration Income ETF· Janus Detroit Street Trust | Non-compliant | 374 | 45% |
| VNM | VanEck Vietnam ETF· VanEck ETF Trust | Non-compliant | 57 | 68% |
| VNQ | VANGUARD REAL ESTATE INDEX FUND· VANGUARD SPECIALIZED FUNDS | Non-compliant | 153 | 77% |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND· VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | Non-compliant | 741 | 80% |
| VNSAX | Vaughan Nelson Select Fund· Natixis Funds Trust II | Non-compliant | 27 | 97% |
| VNSCX | Vaughan Nelson Select Fund· Natixis Funds Trust II | Non-compliant | 27 | 97% |
| VNSE | Natixis Vaughan Nelson Select ETF· Natixis ETF Trust II | Non-compliant | 28 | 97% |
| VNSNX | Vaughan Nelson Select Fund· Natixis Funds Trust II | Non-compliant | 27 | 98% |
| VNSTX | Vaughan Nelson Select Fund· Natixis Funds Trust II | Non-compliant | 27 | 97% |
| VNSYX | Vaughan Nelson Select Fund· Natixis Funds Trust II | Non-compliant | 27 | 98% |
| VNUAX | Vontobel U.S. Equity· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 42 | 95% |
| VNUIX | Vontobel U.S. Equity· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 42 | 95% |
| VNUYX | Vontobel U.S. Equity· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 42 | 95% |
| VNVAX | Vaughan Nelson Mid Cap Fund· Natixis Funds Trust II | Non-compliant | 59 | 92% |
| VNVCX | Vaughan Nelson Mid Cap Fund· Natixis Funds Trust II | Non-compliant | 59 | 92% |
| VNVNX | Vaughan Nelson Mid Cap Fund· Natixis Funds Trust II | Non-compliant | 59 | 92% |
| VNVTX | Vaughan Nelson Mid Cap Fund· Natixis Funds Trust II | Non-compliant | 59 | 92% |
| VNVYX | Vaughan Nelson Mid Cap Fund· Natixis Funds Trust II | Non-compliant | 59 | 92% |
| VO | VANGUARD MID-CAP INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 295 | 95% |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 182 | 94% |
| VOLMX | VOLUMETRIC FUND· VOLUMETRIC FUND INC | Non-compliant | 51 | 82% |
| VOLT | Tema Electrification ETF· Tema ETF Trust | Non-compliant | 33 | 97% |
| VONE | VANGUARD RUSSELL 1000 INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 1,031 | 97% |
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 396 | 98% |
| VONV | VANGUARD RUSSELL 1000 VALUE INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 882 | 96% |
| VOO | VANGUARD 500 INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 520 | 98% |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND· VANGUARD ADMIRAL FUNDS | Non-compliant | 153 | 99% |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND· VANGUARD ADMIRAL FUNDS | Non-compliant | 457 | 97% |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 127 | 95% |
| VOTE | TCW Transform 500 ETF· TCW ETF Trust | Non-compliant | 508 | 96% |
| VOX | VANGUARD COMMUNICATION SERVICES INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 118 | 94% |
30,382 funds · page 177 of 304