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Disclosery

IVOO VANGUARD ADMIRAL FDS INC

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SHS (fund)

271 managers (272 13F filers) reported a position in IVOO shares at 2024-12-31, 10,704,787 shares in all. 26 filers opened a position and 17 filers sold out during the quarter.

Managers
271
13F filers
272
New
26
Added
91
Reduced
55
Sold out
17
Shares held by filers
10,704,787

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Alliance Wealth Advisors, LLC1,968$208K0.12%013F-HRTimeline
Global Retirement Partners, LLC1,947$205K0.01%+84813F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,946$205K0.04%013F-HRTimeline
Evelyn Partners Investment Management (…1,919$202K0.07%13F-HRTimeline
Pachira Investments Inc.1,915$202K0.12%new13F-HRTimeline
LJI Wealth Management, LLC1,900$200K0.04%013F-HRTimeline
Ramirez Asset Management, Inc.1,280$135K0.03%013F-HRTimeline
IFP Advisors, Inc1,206$127K<0.01%013F-HRTimeline
WASHINGTON TRUST Co1,200$127K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,105$117K0.04%-1213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,039$110K0.02%+713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,032$109K0.01%-3413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,000$106K0.05%013F-HRTimeline
Independence Bank of Kentucky948$100K0.02%new13F-HRTimeline
FSA Wealth Management LLC947$99.9K0.04%+613F-HRTimeline
BARRETT & COMPANY, INC.923$97.4K0.04%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors880$92.7K0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC822$86.7K0.04%013F-HRTimeline
Geneos Wealth Management Inc.772$81.4K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC680$71.7K<0.01%013F-HRTimeline
Moser Wealth Advisors, LLC631$66.6K0.03%013F-HRTimeline
Farther Finance Advisors, LLC618$65.2K<0.01%+31313F-HRTimeline
Steward Partners Investment Advisory, L…615$64.9K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC600$63.3K0.01%013F-HRTimeline
Avior Wealth Management, LLC587$62K<0.01%-2213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…571$60.2K<0.01%-18813F-HRTimelineGroup
Bogart Wealth, LLC567$59.8K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC485$51.2K<0.01%013F-HRTimeline
Menard Financial Group LLC480$50.6K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP475$50.1K<0.01%+17513F-HRTimelineGroup
Asset Dedication, LLC400$42.2K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.400$42.2K<0.01%013F-HRTimelineGroup
VSM Wealth Advisory, LLC371$39.1K0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC355$37K<0.01%+15313F-HRTimelineGroup
AE Wealth Management LLC350$37K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…294$32.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.284$31.1K0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…294$31K<0.01%013F-HRTimelineGroup
Lowe Wealth Advisors, LLC288$30.4K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/276$29.1K<0.01%+7513F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC268$28.2K<0.01%+213F-HRTimeline
Trifecta Capital Advisors, LLC258$27.2K0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC246$26K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.240$25.5K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL200$21.1K<0.01%013F-HRTimeline
SIGNATUREFD, LLC154$16.2K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC150$15.8K0.01%013F-HRTimeline
Creekmur Asset Management LLC149$15.7K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC142$14.9K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC141$14.8K<0.01%+113F-HRTimeline
Amundiin group Amundi90$9.57K<0.01%013F-HRTimelineGroup
Transcendent Capital Group LLC89$9.37K<0.01%+113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC82$8.65K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC78$8.23K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.77$8.12K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…66$6.96K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC60$6.33K<0.01%13F-HRTimeline
Key Financial Inc57$6.01K<0.01%013F-HRTimeline
City State Bank50$5.28K<0.01%-5013F-HRTimeline
Fourth Dimension Wealth, LLC45$4.75K<0.01%13F-HRTimeline
Blue Trust, Inc.42$4.43K<0.01%-30613F-HR/ATimeline
REAP Financial Group, LLC40$4.22K<0.01%013F-HRTimeline
Front Row Advisors LLC30$3.17K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.28$2.95K<0.01%13F-HRTimeline
Central Pacific Bank - Trust Division26$2.74K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC10$1.11K<0.01%-21613F-HRTimeline
Bradley & Co. Private Wealth Management…10$1.05K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC10$987<0.01%13F-HRTimeline
Rialto Wealth Management, LLC6$633<0.01%13F-HRTimeline
RE Dickinson Investment Advisors, LLC442$4660.03%new13F-HR/ATimeline
LANARK FINANCIAL, INC.1$1710.02%-1,62113F-HRTimeline