30,326 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 |
|---|---|---|---|---|
| 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 | 306 | 80% |
| 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 | 404 | 84% |
| 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% |
| VMSB | Voya Multi-Sector Income ETF· Tidal Trust IV | Non-compliant | 816 | 39% |
| 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 | 97% |
| 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 | 97% |
| 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 | 1,019 | 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 | 886 | 95% |
| 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% |
| VOXP | Vox Populi ETF· Advisors Series Trust | Non-compliant | 508 | 96% |
| VPACX | VANGUARD PACIFIC STOCK INDEX FUND· VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | Non-compliant | 2,356 | 92% |
| VPADX | VANGUARD PACIFIC STOCK INDEX FUND· VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | Non-compliant | 2,356 | 92% |
| VPC | Virtus Private Credit Strategy ETF· ETFis Series Trust I | Non-compliant | 59 | 31% |
| VPCCX | VANGUARD PRIMECAP CORE FUND· VANGUARD FENWAY FUNDS | Non-compliant | 184 | 95% |
| VPFF | Virtus InfraCap Preferred and Income Securities ETF· ETFis Series Trust I | Non-compliant | 98 | 76% |
| VPKIX | VANGUARD PACIFIC STOCK INDEX FUND· VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | Non-compliant | 2,356 | 92% |
| VPL | VANGUARD PACIFIC STOCK INDEX FUND· VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | Non-compliant | 2,356 | 92% |
| VPMAX | VANGUARD PRIMECAP FUND· VANGUARD CHESTER FUNDS | Non-compliant | 173 | 98% |
| VPMCX | VANGUARD PRIMECAP FUND· VANGUARD CHESTER FUNDS | Non-compliant | 173 | 98% |
| VPRAX | VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO· Voya Investors Trust | Non-compliant | 336 | 75% |
| VPRDX | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO· Voya Investors Trust | Non-compliant | 37 | 96% |
| VPRSX | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO· Voya Investors Trust | Non-compliant | 722 | 79% |
| VPU | VANGUARD UTILITIES INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 72 | 98% |
| VPVCRDV | PIMCO CommodityRealReturn Strategy Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 767 | 69% |
| VPVCRVV | PIMCO CommodityRealReturn Strategy Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 767 | 69% |
| VPVEMDV | PIMCO Emerging Markets Bond Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 1,054 | 9% |
| VPVEMVV | PIMCO Emerging Markets Bond Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 1,054 | 9% |
| VPVHYDV | PIMCO High Yield Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 555 | 30% |
| VPVHYIV | PIMCO High Yield Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 555 | 30% |
| VPVHYVV | PIMCO High Yield Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 555 | 30% |
| VPVLTAV | PIMCO Long-Term U.S. Government Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 264 | 95% |
| VPVLTDV | PIMCO Long-Term U.S. Government Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 264 | 95% |
| VPVLTIV | PIMCO Long-Term U.S. Government Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 264 | 95% |
| VPVRRDV | PIMCO Real Return Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 738 | 82% |
| VPVRRIV | PIMCO Real Return Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 738 | 82% |
| VPVRRVV | PIMCO Real Return Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 738 | 82% |
| VPVSTAD | PIMCO Short-Term Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 684 | 48% |
| VPVSTDV | PIMCO Short-Term Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 684 | 48% |
| VPVSTIV | PIMCO Short-Term Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 684 | 49% |
| VPVTRDV | PIMCO Total Return Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 1,755 | 58% |
| VPVTRIV | PIMCO Total Return Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 1,755 | 58% |
| VPVTRVV | PIMCO Total Return Portfolio· PIMCO VARIABLE INSURANCE TRUST | Non-compliant | 1,755 | 58% |
30,326 funds · page 177 of 304