30,377 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
- 30,377
- Reached a verdict
- 18,532
- Compliant
- 277
- Could not be decided
- 11,845
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 |
|---|---|---|---|---|
| VSENX | JPMorgan Small Cap Equity Fund· JPMorgan Trust I | Non-compliant | 120 | 84% |
| VSEQX | VANGUARD STRATEGIC EQUITY FUND· VANGUARD HORIZON FUNDS | Non-compliant | 619 | 87% |
| VSFAX | Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund· Federated Hermes Equity Funds | Non-compliant | 207 | 83% |
| VSFCX | Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund· Federated Hermes Equity Funds | Non-compliant | 207 | 83% |
| VSFIX | Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund· Federated Hermes Equity Funds | Non-compliant | 207 | 83% |
| VSFRX | Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund· Federated Hermes Equity Funds | Non-compliant | 207 | 83% |
| VSFSX | Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund· Federated Hermes Equity Funds | Non-compliant | 207 | 83% |
| VSGAX | VANGUARD SMALL-CAP GROWTH INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 553 | 87% |
| VSGBX | VANGUARD SHORT-TERM FEDERAL FUND· VANGUARD FIXED INCOME SECURITIES FUNDS | Non-compliant | 421 | 95% |
| VSGDX | VANGUARD SHORT-TERM FEDERAL FUND· VANGUARD FIXED INCOME SECURITIES FUNDS | Non-compliant | 421 | 95% |
| VSGEX | Virtus SGA International Growth Fund· Virtus Asset Trust | Non-compliant | 34 | 96% |
| VSGIX | VANGUARD SMALL-CAP GROWTH INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 553 | 87% |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF· VANGUARD WORLD FUND | Non-compliant | 6,609 | 91% |
| VSHAX | Virtus Stone Harbor Emerging Markets Bond Fund· Virtus Opportunities Trust | Non-compliant | 190 | 24% |
| VSHY | Virtus Newfleet Short Duration High Yield Bond ETF· Virtus ETF Trust II | Non-compliant | 200 | 26% |
| VSIAX | VANGUARD SMALL-CAP VALUE INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 845 | 83% |
| VSIBX | VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND· VANGUARD CHARLOTTE FUNDS | Non-compliant | 7,380 | 13% |
| VSIEX | JPMorgan International Equity Fund· JPMorgan Trust I | Non-compliant | 96 | 96% |
| VSIGX | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 104 | 100% |
| VSIIX | VANGUARD SMALL-CAP VALUE INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 845 | 83% |
| VSLU | Applied Finance Valuation Large Cap ETF· ETF Opportunities Trust | Non-compliant | 460 | 97% |
| VSMAX | VANGUARD SMALL-CAP INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 1,317 | 85% |
| VSMCX | Invesco Small Cap Value Fund· AIM Sector Funds (Invesco Sector Funds) | Non-compliant | 107 | 81% |
| VSMIX | Invesco Small Cap Value Fund· AIM Sector Funds (Invesco Sector Funds) | Non-compliant | 107 | 81% |
| VSMPX | VANGUARD TOTAL STOCK MARKET INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 3,546 | 96% |
| VSMSX | VANGUARD S&P SMALL-CAP 600 INDEX FUND· VANGUARD ADMIRAL FUNDS | Non-compliant | 607 | 86% |
| VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF· Victory Portfolios II | Non-compliant | 62 | 96% |
| VSMVX | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND· VANGUARD ADMIRAL FUNDS | Non-compliant | 465 | 84% |
| VSNGX | JPMorgan Mid Cap Equity Fund· JPMorgan Trust I | Non-compliant | 208 | 92% |
| VSOIX | Victory Sycamore Small Company Opportunity Fund· Victory Portfolios | Non-compliant | 105 | 79% |
| VSORX | Victory Sycamore Small Company Opportunity Fund· Victory Portfolios | Non-compliant | 105 | 79% |
| VSOYX | Victory Sycamore Small Company Opportunity Fund· Victory Portfolios | Non-compliant | 105 | 79% |
| VSPGX | VANGUARD S&P 500 GROWTH INDEX FUND· VANGUARD ADMIRAL FUNDS | Non-compliant | 153 | 99% |
| VSPMX | VANGUARD S&P MID-CAP 400 INDEX FUND· VANGUARD ADMIRAL FUNDS | Non-compliant | 404 | 85% |
| VSPRX | VOYA SMALL COMPANY PORTFOLIO· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 192 | 81% |
| VSPVX | VANGUARD S&P 500 VALUE INDEX FUND· VANGUARD ADMIRAL FUNDS | Non-compliant | 457 | 97% |
| VSRDX | U.S. Socially Responsible Fund· VALIC Co I | Non-compliant | 162 | 98% |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND· VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | Non-compliant | 4,875 | 70% |
| VSSVX | Small Cap Special Values Fund· VALIC Co I | Non-compliant | 103 | 87% |
| VSTBX | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 3,004 | 72% |
| VSTCX | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND· VANGUARD HORIZON FUNDS | Non-compliant | 659 | 82% |
| VSTIX | Stock Index Fund· VALIC Co I | Non-compliant | 508 | 98% |
| VSTL | Defiance Daily Target 2x Long Vst ETF· Tidal Trust II | Non-compliant | 10 | 52% |
| VSTRX | Voya Short Duration Bond Fund· Voya Funds Trust | Non-compliant | 659 | 43% |
| VSVIX | Victory Integrity Small-Cap Value Fund· Victory Portfolios | Non-compliant | 130 | 80% |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND· VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | Non-compliant | 10,100 | 95% |
| VTABX | VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND· VANGUARD CHARLOTTE FUNDS | Non-compliant | 7,380 | 13% |
| VTAIX | Virtus Tactical Allocation Fund· Virtus Equity Trust | Non-compliant | 376 | 74% |
| VTAPX | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND· VANGUARD MALVERN FUNDS | Non-compliant | 26 | 99% |
| VTARX | Virtus Tactical Allocation Fund· Virtus Equity Trust | Non-compliant | 376 | 74% |
| VTBIX | VANGUARD TOTAL BOND MARKET II INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 15,856 | 84% |
| VTBNX | VANGUARD TOTAL BOND MARKET II INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 15,856 | 84% |
| VTBSX | VANGUARD TOTAL BOND MARKET INDEX FUND· VANGUARD BOND INDEX FUNDS | Non-compliant | 17,409 | 86% |
| VTC | VANGUARD TOTAL CORPORATE BOND ETF· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 5,346 | 70% |
| VTCAX | VANGUARD COMMUNICATION SERVICES INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 118 | 94% |
| VTCIX | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND· VANGUARD TAX-MANAGED FUNDS | Non-compliant | 901 | 97% |
| VTCLX | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND· VANGUARD TAX-MANAGED FUNDS | Non-compliant | 901 | 97% |
| VTG | VANGUARD TOTAL TREASURY ETF· VANGUARD MALVERN FUNDS | Non-compliant | 285 | 100% |
| VTHR | VANGUARD RUSSELL 3000 INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 2,926 | 96% |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 3,546 | 96% |
| VTIAX | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND· VANGUARD STAR FUNDS | Non-compliant | 8,868 | 91% |
| VTIBX | VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND· VANGUARD CHARLOTTE FUNDS | Non-compliant | 7,380 | 13% |
| VTIFX | VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND· VANGUARD CHARLOTTE FUNDS | Non-compliant | 7,380 | 13% |
| VTIIX | VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUND· VANGUARD CHARLOTTE FUNDS | Non-compliant | 7,748 | 13% |
| VTILX | VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUND· VANGUARD CHARLOTTE FUNDS | Non-compliant | 7,748 | 13% |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND· VANGUARD MALVERN FUNDS | Non-compliant | 26 | 99% |
| VTIPX | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND· VANGUARD MALVERN FUNDS | Non-compliant | 26 | 99% |
| VTISX | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND· VANGUARD STAR FUNDS | Non-compliant | 8,868 | 91% |
| VTMFX | VANGUARD TAX-MANAGED BALANCED FUND· VANGUARD TAX-MANAGED FUNDS | Non-compliant | 4,770 | 46% |
| VTMGX | VANGUARD DEVELOPED MARKETS INDEX FUND· VANGUARD TAX-MANAGED FUNDS | Non-compliant | 3,908 | 94% |
| VTMNX | VANGUARD DEVELOPED MARKETS INDEX FUND· VANGUARD TAX-MANAGED FUNDS | Non-compliant | 3,908 | 94% |
| VTMSX | VANGUARD TAX-MANAGED SMALL-CAP FUND· VANGUARD TAX-MANAGED FUNDS | Non-compliant | 604 | 86% |
| VTP | VANGUARD TOTAL INFLATION-PROTECTED SECURITIES ETF· VANGUARD MALVERN FUNDS | Non-compliant | 49 | 100% |
| VTPSX | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND· VANGUARD STAR FUNDS | Non-compliant | 8,868 | 91% |
| VTRIX | VANGUARD INTERNATIONAL VALUE FUND· VANGUARD TRUSTEES' EQUITY FUND | Non-compliant | 200 | 88% |
| VTSAX | VANGUARD TOTAL STOCK MARKET INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 3,546 | 96% |
| VTSIX | VANGUARD TAX-MANAGED SMALL-CAP FUND· VANGUARD TAX-MANAGED FUNDS | Non-compliant | 604 | 86% |
| VTSMX | VANGUARD TOTAL STOCK MARKET INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 3,546 | 96% |
| VTSNX | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND· VANGUARD STAR FUNDS | Non-compliant | 8,868 | 91% |
| VTSPX | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND· VANGUARD MALVERN FUNDS | Non-compliant | 26 | 99% |
| VTV | VANGUARD VALUE INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 326 | 97% |
| VTWAX | VANGUARD TOTAL WORLD STOCK INDEX FUND· VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | Non-compliant | 10,100 | 95% |
| VTWG | VANGUARD RUSSELL 2000 GROWTH INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 1,138 | 81% |
| VTWIX | VANGUARD TOTAL WORLD STOCK INDEX FUND· VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | Non-compliant | 10,100 | 95% |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 1,957 | 79% |
| VTWV | VANGUARD RUSSELL 2000 VALUE INDEX FUND· VANGUARD SCOTTSDALE FUNDS | Non-compliant | 1,430 | 78% |
| VUBFX | VANGUARD ULTRA-SHORT-TERM BOND FUND· VANGUARD FIXED INCOME SECURITIES FUNDS | Non-compliant | 1,049 | 42% |
| VUG | VANGUARD GROWTH INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 152 | 98% |
| VUIAX | VANGUARD UTILITIES INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 72 | 98% |
| VUS | Virtus U.S. Dividend ETF· Virtus ETF Trust II | Non-compliant | 94 | 89% |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF· VANGUARD BOND INDEX FUNDS | Non-compliant | 1,292 | 48% |
| VUSE | Vident U.S. Equity Strategy ETF· ETF Series Solutions | Non-compliant | 127 | 96% |
| VUSFX | VANGUARD ULTRA-SHORT-TERM BOND FUND· VANGUARD FIXED INCOME SECURITIES FUNDS | Non-compliant | 1,049 | 42% |
| VUSI | Voya Ultra Short Income ETF· Tidal Trust IV | Non-compliant | 294 | 44% |
| VUSTX | VANGUARD LONG-TERM TREASURY FUND· VANGUARD FIXED INCOME SECURITIES FUNDS | Non-compliant | 201 | 99% |
| VUSUX | VANGUARD LONG-TERM TREASURY FUND· VANGUARD FIXED INCOME SECURITIES FUNDS | Non-compliant | 201 | 99% |
| VUSV | VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF· VANGUARD WELLESLEY INCOME FUND | Non-compliant | 86 | 95% |
| VV | VANGUARD LARGE-CAP INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 452 | 98% |
| VVBIX | Venerable Strategic Bond Fund· Venerable Variable Insurance Trust | Non-compliant | 551 | 72% |
| VVBVX | Venerable Strategic Bond Fund· Venerable Variable Insurance Trust | Non-compliant | 551 | 72% |
30,377 funds · page 179 of 304