30,325 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 |
|---|---|---|---|---|
| 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 | 95% |
| 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 | 74% |
| 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 | 95% |
| 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% |
| VCTPX | Inflation Protected Fund· VALIC Co I | Non-compliant | 131 | 52% |
| VCULX | Growth Fund· VALIC Co I | Non-compliant | 389 | 95% |
| VDADX | VANGUARD DIVIDEND APPRECIATION INDEX FUND· VANGUARD SPECIALIZED FUNDS | Non-compliant | 341 | 97% |
| VDAFX | Dynamic Allocation Fund· VALIC Co I | Non-compliant | 31 | 15% |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 107 | 96% |
| VDE | VANGUARD ENERGY INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 111 | 91% |
| VDG | VANGUARD DEVELOPED MARKETS EX-US GROWTH INDEX ETF· VANGUARD WORLD FUND | Non-compliant | 630 | 97% |
| VDI | Virtus International Dividend ETF· Virtus ETF Trust II | Non-compliant | 113 | 96% |
| VDIG | VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF· VANGUARD WELLESLEY INCOME FUND | Non-compliant | 38 | 94% |
| VDIGX | VANGUARD DIVIDEND GROWTH FUND· VANGUARD SPECIALIZED FUNDS | Non-compliant | 70 | 95% |
| VDIPX | VANGUARD DEVELOPED MARKETS INDEX FUND· VANGUARD TAX-MANAGED FUNDS | Non-compliant | 3,908 | 94% |
| VDMAX | Virtus KAR Developing Markets Fund· Virtus Opportunities Trust | Non-compliant | 43 | 51% |
| VDMCX | Virtus KAR Developing Markets Fund· Virtus Opportunities Trust | Non-compliant | 43 | 51% |
| VDMRX | Virtus KAR Developing Markets Fund· Virtus Opportunities Trust | Non-compliant | 43 | 51% |
| VDSCX | Victory Diversified Stock Fund· Victory Portfolios | Non-compliant | 114 | 98% |
| VDSIX | Victory Diversified Stock Fund· Victory Portfolios | Non-compliant | 114 | 98% |
| VDSRX | Victory Diversified Stock Fund· Victory Portfolios | Non-compliant | 114 | 98% |
| VDSYX | Victory Diversified Stock Fund· Victory Portfolios | Non-compliant | 114 | 98% |
| VDV | VANGUARD DEVELOPED MARKETS EX-US VALUE INDEX ETF· VANGUARD WORLD FUND | Non-compliant | 793 | 97% |
| VDVIX | VANGUARD DEVELOPED MARKETS INDEX FUND· VANGUARD TAX-MANAGED FUNDS | Non-compliant | 3,908 | 94% |
| VEA | VANGUARD DEVELOPED MARKETS INDEX FUND· VANGUARD TAX-MANAGED FUNDS | Non-compliant | 3,908 | 94% |
| VECRX | Virtus KAR Equity Income Fund· Virtus Equity Trust | Non-compliant | 36 | 94% |
| VEDIX | VANGUARD EXTENDED DURATION TREASURY INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 83 | 100% |
| VEDTX | VANGUARD EXTENDED DURATION TREASURY INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 83 | 100% |
| VEFA | VanEck MSCI EAFE Analyst Sentiment ETF· VanEck ETF Trust | Non-compliant | 101 | 98% |
| VEGBX | VANGUARD EMERGING MARKETS BOND FUND· VANGUARD MALVERN FUNDS | Non-compliant | 319 | 6% |
| VEGI | iShares MSCI Agriculture Producers ETF· iShares, Inc. | Non-compliant | 155 | 90% |
| VEGN | US Vegan Climate ETF· ETF Series Solutions | Non-compliant | 262 | 94% |
| VEIEX | VANGUARD EMERGING MARKETS STOCK INDEX FUND· VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | Non-compliant | 6,393 | 83% |
| VEIGX | VANGUARD GLOBAL ESG SELECT STOCK FUND· VANGUARD SPECIALIZED FUNDS | Non-compliant | 39 | 98% |
| VEIPX | VANGUARD EQUITY INCOME FUND· VANGUARD FENWAY FUNDS | Non-compliant | 232 | 96% |
| VEIRX | VANGUARD EQUITY INCOME FUND· VANGUARD FENWAY FUNDS | Non-compliant | 232 | 96% |
| VEM | Virtus Emerging Markets Dividend ETF· Virtus ETF Trust II | Non-compliant | 55 | 92% |
| VEMAX | VANGUARD EMERGING MARKETS STOCK INDEX FUND· VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | Non-compliant | 6,393 | 83% |
| VEMBX | VANGUARD EMERGING MARKETS BOND FUND· VANGUARD MALVERN FUNDS | Non-compliant | 319 | 6% |
| VEMIX | VANGUARD EMERGING MARKETS STOCK INDEX FUND· VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | Non-compliant | 6,393 | 83% |
| VEMPX | VANGUARD EXTENDED MARKET INDEX FUND· VANGUARD INDEX FUNDS | Non-compliant | 3,379 | 80% |
| VEMRX | VANGUARD EMERGING MARKETS STOCK INDEX FUND· VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | Non-compliant | 6,393 | 83% |
30,325 funds · page 174 of 304