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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,299,749$137M0.01%+61,31013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,024,565$108M0.01%+16,39013F-HR/ATimelineGroup
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO900,000$95M3.78%013F-HRTimeline
UBS Group AGin group UBS Group AG745,633$78.7M0.02%+133,77913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…458,632$48.4M0.04%+39,07213F-HRTimelineGroup
Mountain Capital Investment Advisors In…349,199$38.3M7.92%new13F-HRTimeline
LPL Financial LLC334,295$35.3M0.01%+25,54913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC291,814$30.8M0.01%13F-HR/ATimelineGroup
HANTZ FINANCIAL SERVICES, INC.271,525$28.6M0.5%+150,96113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding254,231$26.8M-12,803Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN224,943$23.7M0.01%+36,31413F-HRTimelineGroup
Allworth Financial LP166,149$18.4M0.1%+164,53913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA169,847$17.9M<0.01%+8,80313F-HRTimelineGroup
Francis Financial, Inc.156,625$16.5M4.2%+20,01713F-HRTimeline
Soltis Investment Advisors LLC156,273$16.5M1.53%-16,22413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC148,196$15.6M0.02%+8,13513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO147,357$15.5M<0.01%+7,62013F-HRTimelineGroup
Cetera Investment Advisers143,705$15.2M0.03%-4,11513F-HRTimeline
WNY Asset Management, LLC138,762$14.6M1.81%+4,62013F-HRTimeline
SENTINEL TRUST CO LBA126,100$13.3M1.53%-80013F-HRTimeline
OLD NATIONAL BANCORP /IN/125,409$13.2M0.31%+1,25313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC116,282$12.3M0.1%-3,32513F-HRTimelineGroup
Coign Capital Advisors LLC110,228$11.6M10.71%13F-HRTimeline
Cambridge Investment Research Advisors,…103,343$10.9M0.04%+2,91513F-HRTimeline
D.A. DAVIDSON & CO.102,531$10.8M0.09%+1,65213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC100,718$10.6M0.35%+31,86013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.88,659$9.36M0.02%+8,98613F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC87,973$9.28M0.04%-2,97813F-HRTimelineGroup
Bryant Woods Investment Advisors, LLC77,596$8.19M3.97%+4,93713F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC77,180$8.14M1.49%+17,80113F-HRTimelineGroup
RAELIPSKIE PARTNERSHIP70,562$7.44M3.7%+3,73013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP67,120$7.08M0.01%+3,62713F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…62,812$6.63M0.68%-2,47813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC59,036$6.23M0.01%+3,67913F-HRTimelineGroup
ASSET PLANNING CORPORATION58,462$6.17M3.86%+5,27413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…58,284$6.15M0.02%+30,14113F-HRTimelineGroup
Janney Montgomery Scott LLC54,795$5.78M0.02%+5,91513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC53,417$5.63M<0.01%-7,00913F-HRTimelineGroup
HARBOR ADVISORY CORP /MA/49,537$5.23M1.72%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.46,975$4.96M0.07%-17,44513F-HRTimelineGroup
Private Advisor Group, LLC45,347$4.78M0.03%+1,35113F-HRTimeline
HARBOUR INVESTMENTS, INC.39,661$4.18M0.12%+78913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC39,249$4.14M0.33%-7,56113F-HRTimeline
EP Wealth Advisors, LLC38,946$4.11M0.03%+79613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,718$3.98M<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC36,937$3.9M0.01%+66113F-HRTimelineGroup
LEGACY SOLUTIONS, LLC36,171$3.82M4.16%13F-HRTimeline
Atlas Legacy Advisors, LLC36,164$3.82M0.92%13F-HRTimeline
FIRST AMERICAN BANK34,787$3.67M0.26%+2,98013F-HRTimeline
Checchi Capital Advisers, LLC34,105$3.6M0.27%+76813F-HRTimeline
MESIROW FINANCIAL INVESTMENT MANAGEMENT…33,264$3.51M3.57%-1,86613F-HRTimeline
Keystone Financial Group29,257$3.09M0.3%-14313F-HRTimeline
Coastline Trust Co28,898$3.05M0.36%+60613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Creative Planningin group Creative Planning28,515$3.01M<0.01%+54213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,731$2.82M0.02%+5,96313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,486$2.79M<0.01%+48313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC25,853$2.73M0.01%-113F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …25,675$2.71M0.14%new13F-HRTimelineGroup
SpringVest Wealth Management LLC23,101$2.44M2.09%13F-HRTimeline
EQ LLC22,397$2.36M1.11%+1,05013F-HRTimeline
Waverly Advisors, LLC21,299$2.25M0.03%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co20,734$2.19M0.03%013F-HRTimelineGroup
SoundView Advisors Inc.20,034$2.11M0.87%13F-HRTimeline
Marble Harbor Investment Counsel, LLC19,830$2.09M0.23%013F-HRTimeline
1834 INVESTMENT ADVISORS CO18,280$1.93M0.24%-5,38213F-HRTimeline
Truepoint, Inc.18,200$1.92M0.05%013F-HRTimeline
Octavia Wealth Advisors, LLC17,574$1.85M0.22%-5413F-HRTimeline
Fairway Wealth LLC17,535$1.85M0.83%+3,69013F-HRTimeline
Warwick Investment Management, Inc.16,730$1.77M0.36%+2,59113F-HRTimeline
Orion Porfolio Solutions, LLC16,511$1.74M0.02%-8,60813F-HRTimeline
Orion Portfolio Solutions, LLC16,511$1.74M0.02%-8,60813F-HRTimeline
Edge Financial Advisors LLC16,112$1.7M1.52%+11413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth15,905$1.68M<0.01%new13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,145$1.6M<0.01%+11,08613F-HRTimelineGroup
Klingman & Associates, LLC14,886$1.57M0.1%-1313F-HRTimeline
Centered Wealth LLC dba Miller Equity C…13,920$1.47M0.56%013F-HRTimeline
GREENLEAF TRUST13,562$1.43M0.01%-40513F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC13,408$1.41M<0.01%+18213F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC12,252$1.29M0.02%-22113F-HRTimeline
Bleakley Financial Group, LLC12,234$1.29M0.04%+27513F-HRTimeline
J.W. COLE ADVISORS, INC.11,892$1.25M0.05%-81813F-HRTimeline
&PARTNERS11,661$1.24M0.01%+3,31413F-HRTimeline
First Bancorp, Inc /ME/11,487$1.21M0.83%013F-HRTimeline
SAX WEALTH ADVISORS, LLC11,353$1.2M0.09%+613F-HRTimeline
M Holdings Securities, Inc.11,282$1.19M0.19%new13F-HR/ATimeline
Anson Capital, Inc.11,207$1.18M1.03%+36713F-HRTimeline
SITTNER & NELSON, LLC11,050$1.17M0.51%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…11,039$1.16M0.33%-2813F-HRTimeline
Fort Sheridan Advisors LLC10,982$1.16M0.17%+2,44813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,746$1.13M+765Timeline
WealthBridge Capital Management, LLC10,745$1.13M0.31%+3213F-HRTimeline
Atria Investments, Inc10,739$1.13M0.01%+2613F-HRTimeline
SIMON QUICK ADVISORS, LLC10,499$1.11M0.07%-3,93213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC10,165$1.07M0.1%-5013F-HRTimeline
PITCAIRN COin group PITCAIRN CO10,060$1.06M0.06%013F-HRTimelineGroup
Summit Financial Strategies, Inc.9,954$1.05M0.12%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,753$1.03M0.03%-61213F-HRTimelineGroup
Zhang Financial LLC9,716$1.03M0.06%+513F-HRTimeline
Sanctuary Advisors, LLC8,708$963K0.01%-15313F-HRTimeline
PACK Private Wealth, LLC8,485$895K0.53%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,468$893K0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.8,433$890K0.01%-7113F-HRTimeline
FMR LLCin group FMR LLC7,535$795K<0.01%+9613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,457$787K0.02%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC7,288$769K0.01%+40913F-HRTimeline
Federation des caisses Desjardins du Qu…7,048$744K<0.01%-18013F-HRTimeline
Sound View Wealth Advisors Group, LLC6,997$738K0.06%+2813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,541$737K<0.01%-1,12913F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.6,949$733K0.04%013F-HRTimeline
O'ROURKE & COMPANY, Inc6,907$729K0.36%-46813F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,708$708K0.06%-33313F-HRTimelineGroup
Walkner Condon Financial Advisors LLC6,696$706K0.14%+29113F-HRTimeline
Manchester Capital Management LLC6,488$684K0.08%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,439$679K0.03%-4,86213F-HRTimelineGroup
Wealthspire Advisors, LLC6,262$661K0.01%-61913F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.6,146$648K0.16%013F-HRTimelineGroup
STAGE HARBOR FINANCIAL, LLC6,146$648K0.56%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC5,975$630K0.25%-36013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,975$630K<0.01%+2,17913F-HRTimeline
HANOVER ADVISORS INC5,911$624K0.26%-56313F-HRTimeline
Taylor Hoffman Capital Management LLC5,867$619K0.22%-1913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,719$603K0.02%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,529$583K<0.01%+713F-HRTimeline
IRON Financial LLC5,489$579K0.33%+3813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,214$550K0.01%+1,89113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,119$540K0.03%+713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,059$534K<0.01%+1,17913F-HRTimelineGroup
Affiance Financial, LLC5,030$531K0.13%013F-HRTimeline
Chicago Partners Investment Group LLC4,792$510K0.02%+1,17413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding4,679$494K-569Timeline
American Trust4,677$493K0.04%new13F-HRTimeline
CRA Financial Services, LLC4,628$488K0.08%013F-HRTimeline
AdvisorNet Financial, Inc4,571$482K0.04%+92813F-HRTimeline
Stordahl Capital Management, Inc.4,515$476K0.11%+3313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,500$475K<0.01%new13F-HRTimeline
Tandem Wealth Advisors LLC4,355$459K0.23%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,308$454K0.04%013F-HRTimeline
NewEdge Advisors, LLC3,777$398K<0.01%+88713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,775$398K<0.01%-7513F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,758$396K<0.01%-30813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,662$386K<0.01%-19913F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,576$375K0.02%+1,63613F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC3,531$372K0.02%+11713F-HRTimeline
Independent Advisor Alliance3,526$372K<0.01%new13F-HRTimeline
CGN Advisors LLC3,492$368K0.04%+1,02713F-HRTimeline
Beacon Pointe Advisors, LLC3,487$368K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,486$368K<0.01%-89113F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC3,460$365K0.02%013F-HRTimeline
Gotham Asset Management, LLC3,435$362K<0.01%013F-HRTimeline
1ST SOURCE BANK3,404$359K0.02%013F-HRTimeline
FLOW TRADERS U.S. LLC3,394$358K0.01%new13F-HRTimeline
Samalin Investment Counsel, LLC3,337$352K0.15%new13F-HRTimeline
Kathleen S. Wright Associates Inc.3,309$349K0.15%+1713F-HRTimeline
Centricity Wealth Management, LLC3,258$344K0.32%13F-HRTimeline
R. W. Roge & Company, Inc.3,247$342K0.18%013F-HRTimeline
Sage Mountain Advisors LLC3,226$340K0.02%013F-HRTimeline
Crestwood Advisors Group, LLC3,215$339K0.01%+21213F-HRTimeline
PINNACLE ASSOCIATES LTD3,141$331K<0.01%+2513F-HRTimeline
Embree Financial Group3,095$326K0.06%+2213F-HRTimeline
Waldron Private Wealth LLC3,044$321K0.01%013F-HRTimeline
Mascagni Wealth Management, Inc.3,243$320K0.32%13F-HR/ATimeline
New England Private Wealth Advisors LLC2,975$314K0.05%-58413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,962$313K0.01%+8313F-HRTimeline
Vertex Planning Partners, LLC2,900$306K0.07%013F-HRTimeline
Evernest Financial Advisors, LLC2,885$304K0.08%-30613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,863$302K0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,860$302K<0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC2,826$298K0.01%013F-HRTimeline
Benchmark Wealth Management, LLC2,818$297K0.15%+4013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,669$282K<0.01%-6813F-HR/ATimeline
Wealth Watch Advisors, INC2,658$280K0.17%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,656$280K<0.01%+13713F-HRTimelineGroup
NWAM LLC2,600$274K0.02%013F-HRTimeline
Verum Partners LLC2,595$274K0.08%+1613F-HRTimeline
TOWNSQUARE CAPITAL LLC2,582$272K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,531$267K0.01%+1,12013F-HRTimelineGroup
Hemenway Trust Co LLC2,492$263K0.02%013F-HRTimeline
Opulen Financial Group LLC2,492$263K0.24%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,443$258K<0.01%+30313F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC2,386$252K0.02%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC2,370$250K<0.01%013F-HRTimeline
Chemistry Wealth Management LLC2,370$250K0.06%013F-HRTimeline
COMERICA BANK2,342$247K<0.01%-1813F-HR/ATimeline
Alpha Financial Partners LLC2,337$247K0.19%new13F-HRTimeline
Atria Wealth Solutions, Inc.2,271$240K<0.01%-42,93013F-HRTimeline
Joel Isaacson & Co., LLC2,268$239K0.01%+1513F-HRTimeline
KIECKHEFER GROUP LLC2,260$238K0.14%13F-HRTimeline
Cherry Creek Investment Advisors, Inc.2,240$236K0.12%-4113F-HRTimeline
Valeo Financial Advisors, LLC2,213$233K0.01%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC2,168$229K0.03%013F-HRTimeline
Valued Retirements, Inc.2,158$228K0.31%013F-HRTimeline
EASTERN BANK2,151$227K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,133$225K<0.01%+2,00713F-HRTimelineGroup
Arkadios Wealth Advisors2,124$224K0.01%013F-HRTimeline
Betterment LLC2,117$223K<0.01%new13F-HRTimeline
Snider Financial Group2,089$220K0.07%new13F-HRTimeline
Bristlecone Advisors, LLC2,058$217K0.02%013F-HRTimeline
HBK Sorce Advisory LLC2,030$214K0.01%013F-HRTimeline
Smith Thornton Advisors LLC2,000$211K0.13%013F-HRTimeline
HighTower Advisors, LLC1,974$208K<0.01%new13F-HRTimeline