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Disclosery

VGT VANGUARD WORLD FD

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SHS (fund)

1,724 managers (1,742 13F filers) reported a position in VGT shares at 2024-12-31, 48,212,634 shares in all. 109 filers opened a position and 63 filers sold out during the quarter.

Managers
1,724
13F filers
1,742
New
109
Added
592
Reduced
498
Sold out
63
Shares held by filers
48,212,634

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
FOREFRONT WEALTH MANAGEMENT INC.2,601$1.62M1.49%13F-HRTimeline
Long Island Wealth Management, Inc.2,597$1.61M1.01%-62913F-HRTimeline
Hoxton Planning & Management, LLC2,594$1.61M0.62%013F-HRTimeline
North Star Investment Management Corp.2,592$1.61M0.11%+3513F-HRTimeline
UNION SAVINGS BANK2,580$1.6M0.79%-4813F-HRTimeline
Choate Investment Advisors2,566$1.6M0.04%-47613F-HRTimeline
Consolidated Portfolio Review Corp2,558$1.59M0.25%+17613F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,529$1.59M0.89%013F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.2,554$1.59M0.3%-19613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,543$1.58M<0.01%-28813F-HRTimelineGroup
National Philanthropic Trust2,538$1.58M0.02%+813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,534$1.58M0.23%+24013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,527$1.57M0.15%+5813F-HRTimeline
Financial Engines Advisors L.L.C.2,523$1.57M<0.01%-813F-HRTimeline
Autumn Glory Partners, LLC2,520$1.57M0.77%-3313F-HRTimeline
Austin Wealth Management, LLC2,490$1.56M0.32%+15713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,505$1.56M0.01%-4213F-HRTimelineGroup
Regent Peak Wealth Advisors LLC2,505$1.56M0.35%013F-HR/ATimeline
Rockwood Wealth Management, LLC2,480$1.56M0.17%+7013F-HRTimeline
Bay Harbor Wealth Management, LLC2,495$1.55M0.5%013F-HRTimeline
LM Advisors LLC2,484$1.54M0.28%-113F-HR/ATimeline
Tradition Wealth Management, LLC2,482$1.54M0.14%+42513F-HRTimeline
Arkadios Wealth Advisors2,464$1.53M0.08%+14313F-HRTimeline
McGuire Investment Group, LLC2,464$1.53M0.22%+9313F-HRTimeline
Zullo Investment Group, Inc.2,456$1.53M0.62%-1013F-HRTimeline
Goldstone Financial Group, LLC2,431$1.51M0.24%+59213F-HRTimeline
APPLETON PARTNERS INC/MA2,415$1.5M0.11%013F-HRTimeline
Arax Advisory Partners2,404$1.5M0.09%+1,80713F-HRTimeline
Keystone Financial Group2,362$1.47M0.14%+24913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,359$1.47M0.03%+7113F-HRTimelineGroup
Berkeley Capital Partners, LLC2,349$1.46M0.41%+3513F-HRTimeline
Charter Oak Capital Management, LLC2,348$1.46M0.14%+513F-HRTimeline
SIMON QUICK ADVISORS, LLC2,317$1.44M0.09%013F-HRTimeline
Level Wealth Management LLC2,313$1.44M1.02%13F-HR/ATimeline
BRIGHTON JONES LLC2,313$1.44M0.04%+59813F-HR/ATimeline
Embree Financial Group2,310$1.44M0.25%013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC2,309$1.44M1.14%+2713F-HRTimeline
Mesirow Financial Investment Management…2,304$1.43M0.03%-1,96213F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,297$1.43M0.49%-513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,293$1.43M<0.01%+1,19313F-HRTimelineGroup
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors2,290$1.42M0.77%13F-HRTimelineGroup
American Institute for Advanced Investm…2,285$1.42M1.06%-9913F-HRTimeline
TRUST POINT INC.2,279$1.42M0.1%-813F-HRTimeline
HM PAYSON & CO2,278$1.42M0.02%013F-HRTimeline
Mainstream Capital Management LLC2,277$1.42M0.99%-6313F-HRTimeline
Carnegie Investment Counsel2,269$1.41M0.04%+11713F-HRTimeline
PDS Planning, Inc2,257$1.4M0.12%+10213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,256$1.4M0.29%013F-HRTimelineGroup
Altus Wealth Management, LLC2,242$1.39M0.62%+12013F-HRTimeline
Ascent Wealth Partners, LLC2,240$1.39M0.19%+1,22313F-HRTimeline
Falcon Wealth Planning2,234$1.39M0.15%+4513F-HRTimeline
Rinkey Investments2,232$1.39M0.44%-28713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,201$1.37M0.13%+613F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC2,191$1.36M0.04%13F-HRTimeline
Allied Investment Advisors, LLC2,187$1.36M0.27%013F-HRTimeline
Unique Wealth Strategies, LLC2,187$1.36M0.6%-6113F-HRTimeline
Executive Wealth Management, LLC2,179$1.36M0.11%+17113F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,178$1.35M0.38%013F-HRTimeline
Gallacher Capital Management LLC2,165$1.35M0.67%013F-HRTimeline
Berger Financial Group, Inc2,161$1.34M0.09%-6413F-HRTimeline
RiverFront Investment Group, LLC2,160$1.34M0.03%-15713F-HRTimeline
Safeguard Financial, LLC2,159$1.34M0.29%-3213F-HRTimeline
ENTREWEALTH, LLC2,333$1.33M1.23%13F-HRTimeline
Cassaday & Co Wealth Management LLC2,141$1.33M0.04%+48113F-HRTimeline
Capital Square, LLC2,067$1.32M0.75%+9913F-HRTimeline
Beacon Financial Advisory LLC2,127$1.32M0.43%-2613F-HRTimeline
Pine Valley Investments Ltd Liability Co2,125$1.32M0.09%-1,06413F-HRTimeline
Transform Wealth, LLC2,112$1.31M0.07%new13F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,110$1.31M0.3%+1213F-HRTimeline
Moors & Cabot, Inc.2,107$1.31M0.06%-27913F-HRTimeline
Riggs Capital Management LLC2,106$1.31M1.28%13F-HRTimeline
WealthCare Investment Partners, LLC2,104$1.31M0.57%+313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,091$1.3M0.06%+1,09113F-HRTimeline
Strategic Financial Concepts, LLC2,088$1.3M0.25%-99313F-HR/ATimeline
Running Point Capital Advisors, LLC2,083$1.3M0.44%+1,18113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,075$1.29M0.01%-16613F-HRTimeline
STOCK YARDS BANK & TRUST CO2,072$1.29M0.04%+5013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,060$1.28M0.1%-34513F-HRTimelineGroup
Pure Financial Advisors, LLC2,058$1.28M0.03%+24313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,050$1.27M<0.01%-14213F-HR/ATimeline
Private Wealth Advisors, LLC2,045$1.27M0.55%-413F-HRTimeline
Fonville Wealth Management LLC2,042$1.27M0.42%-19813F-HRTimeline
Retirement Planning Co of New England, …2,040$1.27M0.62%+313F-HRTimeline
DT Investment Partners, LLC2,034$1.26M0.11%+1,90513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,019$1.26M0.49%+1413F-HRTimeline
Sovereign Financial Group, Inc.2,015$1.25M0.29%+1713F-HRTimeline
Visionary Wealth Advisors2,008$1.25M0.07%-5,09813F-HRTimeline
Outlook Wealth Advisors, LLC2,002$1.24M0.36%+813F-HRTimeline
Madison Wealth Partners, Inc1,997$1.24M0.35%-14313F-HRTimeline
DAVIS R M INC1,997$1.24M0.02%+2313F-HRTimeline
Maiden Cove Capital, LLC1,997$1.24M1.16%+4913F-HRTimeline
Nova Wealth Management, Inc.1,994$1.24M1.07%13F-HRTimeline
Elm Partners Management LLC1,991$1.24M0.08%-213F-HRTimeline
Nvest Financial, LLC1,987$1.24M0.63%+47613F-HRTimeline
Smith Asset Management Co., LLC1,985$1.23M1.2%13F-HRTimeline
GeoWealth Management, LLC1,984$1.23M0.04%013F-HRTimeline
FINANCIAL CONSULATE, INC1,982$1.23M0.33%-5213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,975$1.23M0.17%+1,62113F-HRTimeline
Csenge Advisory Group1,974$1.23M0.07%+5113F-HRTimeline
Larson Financial Group LLC1,969$1.22M0.06%-39913F-HRTimeline
SYM FINANCIAL Corp1,951$1.21M0.16%+7113F-HRTimeline
Journey Advisory Group, LLC2,103$1.21M0.15%013F-HRTimeline
Alpha Financial Partners LLC1,945$1.21M0.96%new13F-HRTimeline
Riverpoint Wealth Management Holdings, …1,927$1.2M0.31%+513F-HRTimeline
FineMark National Bank & Trust1,921$1.19M0.04%-4013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP1,968$1.19M0.18%+10413F-HRTimeline
GREENLEAF TRUST1,920$1.19M0.01%+25313F-HRTimeline
Towerpoint Wealth, LLC1,915$1.19M0.58%+513F-HRTimeline
AVISO WEALTH MANAGEMENT1,907$1.19M0.6%013F-HRTimeline
BOS Asset Management, LLC1,883$1.17M0.42%-90113F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,882$1.17M0.42%013F-HRTimeline
JB Capital LLC1,882$1.17M0.07%+513F-HRTimeline
Index Fund Advisors, Inc.1,875$1.17M0.06%+113F-HRTimeline
SignalPoint Asset Management, LLC1,866$1.16M0.28%-36913F-HRTimeline
Capital Investment Advisors, LLC1,854$1.15M0.02%+18613F-HRTimeline
Warwick Investment Management, Inc.1,837$1.14M0.24%new13F-HRTimeline
ROCKLAND TRUST CO1,833$1.14M0.06%-4613F-HRTimeline
INGALLS & SNYDER LLC1,825$1.14M0.04%+18013F-HRTimeline
Strategies Wealth Advisors, LLC1,801$1.13M0.14%-11513F-HRTimeline
HCR Wealth Advisors1,818$1.13M0.14%+7313F-HRTimeline
Key Financial Inc1,817$1.13M0.26%013F-HRTimeline
ORBA Wealth Advisors, L.L.C.1,815$1.13M0.59%013F-HRTimeline
PCA Investment Advisory Services Inc.1,813$1.13M0.52%-2513F-HRTimeline
Riverbend Wealth Management, LLC1,793$1.12M1%13F-HRTimeline
Latko Wealth Management, Ltd.1,806$1.12M0.67%-1513F-HRTimeline
Nautilus Advisors LLC1,800$1.12M0.89%13F-HRTimeline
MFA WEALTH ADVISORS, LLC1,797$1.12M0.29%+19913F-HRTimeline
Comprehensive Financial Planning, Inc./…1,792$1.11M0.94%13F-HRTimeline
Alteri Wealth LLC1,787$1.11M0.31%13F-HRTimeline
Signal Advisors Wealth, LLC1,780$1.11M0.13%+12213F-HRTimeline
PBMares Wealth Management LLC1,774$1.1M0.23%-19113F-HRTimeline
Arete Wealth Advisors, LLC1,769$1.1M0.08%+62013F-HRTimeline
Laird Norton Wetherby Wealth Management…1,768$1.1M0.05%-5013F-HRTimeline
Northeast Financial Consultants Inc1,756$1.09M0.05%-93013F-HRTimeline
Private Wealth Partners, LLC1,751$1.09M0.08%+2813F-HRTimeline
Black Diamond Financial, LLC1,728$1.07M0.16%-13213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,727$1.07M0.18%013F-HRTimeline
Kellett Wealth Advisors, LLC1,727$1.07M0.74%+13613F-HRTimeline
Pines Wealth Management, LLC1,743$1.07M0.47%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,714$1.07M0.08%+22513F-HRTimeline
FFG RETIREMENT ADVISORS LLC1,712$1.06M0.7%-1713F-HRTimeline
Ledyard National Bank1,708$1.06M0.1%-3013F-HRTimeline
Moment Partners, LLC1,707$1.06M0.2%13F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC1,706$1.06M0.57%013F-HRTimeline
Selway Asset Management1,700$1.06M0.42%013F-HR/ATimeline
Advisory Alpha, LLC1,694$1.05M0.04%+16013F-HRTimeline
Bensler, LLC1,690$1.05M0.12%+8813F-HRTimeline
Everhart Financial Group, Inc.1,668$1.04M0.21%+1,07313F-HRTimeline
Vise Technologies, Inc.1,666$1.04M0.09%+1,31813F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC1,662$1.03M0.13%-5413F-HRTimeline
Goelzer Investment Management, Inc.1,659$1.03M0.06%+3313F-HRTimeline
COOKSON PEIRCE & CO INC1,655$1.03M0.05%-1013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,650$1.03M0.06%+7013F-HRTimeline
Americana Partners, LLC1,645$1.02M0.04%013F-HRTimeline
American Capital Advisory, LLC1,642$1.02M0.57%-4513F-HRTimeline
Lion Street Advisors, LLC1,642$1.02M0.33%+17713F-HRTimeline
Arkos Global Advisors1,640$1.02M0.15%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,637$1.02M0.08%+66113F-HRTimeline
Gateway Wealth Partners, LLC1,627$1.01M0.26%+16713F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC1,623$1.01M0.56%+20813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,619$1.01M0.07%-1513F-HRTimeline
North Forty Two & Co.1,610$1M1.16%13F-HRTimeline
Secure Asset Management, LLC1,593$991K0.15%-1113F-HRTimeline
SVB WEALTH LLC1,584$985K0.02%new13F-HRTimeline
OPTIMA CAPITAL LLC1,582$984K0.68%13F-HRTimeline
Latitude Advisors, LLC1,580$982K0.55%-15713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding1,579$982K+80Timeline
Bogart Wealth, LLC1,578$981K0.05%+113F-HRTimeline
Kropog Financial Group, LLC1,578$981K0.9%13F-HRTimeline
Redhawk Wealth Advisors, Inc.1,576$980K0.13%-2513F-HRTimeline
Altiora Financial Group, LLC1,573$978K0.21%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,572$977K0.04%-913F-HRTimeline
Cannell & Spears LLC1,558$969K0.02%013F-HRTimeline
Wealthstar Advisors, LLC1,555$967K0.42%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,553$966K0.38%013F-HRTimeline
Fairvoy Private Wealth, LLC1,553$966K0.26%13F-HRTimeline
McKinley Carter Wealth Services, Inc.1,549$963K0.06%-2313F-HRTimeline
BIP Wealth, LLC1,547$962K0.06%+15813F-HRTimeline
Legacy Advisors, LLC1,530$951K0.09%+213F-HRTimeline
Ballentine Partners, LLC1,528$950K0.02%013F-HRTimeline
Wellspring Financial Advisors, LLC1,519$945K0.1%-1413F-HRTimeline
CHAPIN DAVIS, INC.1,609$944K0.31%013F-HRTimeline
Birch Hill Investment Advisors LLC1,502$934K0.04%013F-HRTimeline
SIGNATUREFD, LLC1,490$926K0.02%-3813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,487$925K0.01%013F-HRTimelineGroup
Sequent Planning LLC1,477$918K0.34%-3013F-HRTimeline
Qube Research & Technologies Ltd1,476$918K<0.01%+1,13513F-HRTimeline
McClarren Financial Advisors, Inc.1,475$917K2.57%-1,32113F-HRTimeline
Headlands Technologies LLC1,473$916K0.09%new13F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,463$915K0.01%-59013F-HRTimeline
Avior Wealth Management, LLC1,467$912K0.03%+15513F-HRTimeline
Chesapeake Wealth Management1,467$912K0.31%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,463$910K0.05%-4013F-HRTimeline
Plancorp, LLC1,463$910K0.04%-1513F-HRTimeline
WNY Asset Management, LLC1,461$908K0.11%013F-HRTimeline
Tidemark, LLC1,450$901K0.35%+7513F-HRTimeline
PRIVATE TRUST CO NA1,439$895K0.09%-9313F-HRTimeline
Confluence Wealth Services, Inc.1,382$893K0.06%-31113F-HRTimeline
Grove Street Fiduciary, LLC1,428$888K0.47%13F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC1,427$887K0.65%-1,22313F-HRTimeline