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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
CNB Bank109$67.8K0.03%013F-HRTimeline
CITY HOLDING CO105$65.3K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI103$64K0.01%013F-HRTimeline
Smithfield Trust Co100$63K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC100$62.2K0.04%013F-HRTimeline
ROGCO, LP100$62.2K0.03%013F-HRTimeline
Synergy Investment Management, LLC99$61.6K0.03%13F-HRTimeline
Orion Capital Management LLC99$61.6K0.03%new13F-HRTimeline
Reyes Financial Architecture, Inc.98$60.9K0.05%13F-HRTimeline
Carolina Wealth Advisors, LLC96$59.7K0.03%013F-HRTimeline
SIMA Wealth Partners, LLC96$59.7K0.05%013F-HRTimeline
Slocum, Gordon & Co LLP95$59.1K0.05%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…93$58K0.01%+2913F-HRTimeline
Aviso Financial Inc.93$57.8K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC93$57.6K0.02%013F-HRTimeline
Addison Advisors LLC91$56.6K0.02%013F-HRTimeline
Aventura Private Wealth, LLC88$54.7K0.03%13F-HRTimeline
BIRCHBROOK, INC.83$51.8K0.03%+1213F-HRTimeline
Northwest Capital Management Inc81$50.4K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.80$50K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Future Financial Wealth Managment LLC80$49.7K0.04%013F-HRTimeline
HBC Financial Services, PLLC80$49K0.03%013F-HRTimeline
Horizons Wealth Management77$47.9K0.04%013F-HRTimeline
FIDUCIARY ADVISORS, INC.72$44.8K0.05%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH71$44.1K0.01%-113F-HRTimeline
Beaird Harris Wealth Management, LLC68$42.3K<0.01%+1113F-HRTimeline
EPG Wealth Management LLC68$42.3K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST66$41K<0.01%-5713F-HRTimeline
Trifecta Capital Advisors, LLC66$41K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP65$40.4K<0.01%-21513F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA60$37.3K0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC60$37.3K0.01%-513F-HRTimeline
Hexagon Capital Partners LLC60$37.3K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc58$36.2K0.01%013F-HRTimeline
Sawyer & Company, Inc58$36K0.01%013F-HRTimeline
Gleason Group, Inc.58$35.9K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC57$35.4K0.01%new13F-HRTimeline
Creative Capital Management Investments…56$34.8K0.01%013F-HRTimeline
Coastline Trust Co55$34.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST COMMUNITY TRUST NA53$33K0.02%013F-HRTimeline
Richardson Capital Management LLC52$32.6K0.02%-413F-HRTimeline
Princeton Global Asset Management LLC52$32.3K0.01%013F-HRTimeline
True Wealth Design, LLC52$32.3K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC50$31.2K<0.01%013F-HRTimeline
WR Wealth Planners, LLC50$31.1K0.01%013F-HRTimeline
Kentucky Trust Co50$31.1K0.02%13F-HRTimeline
HORIZON BANCORP INC /IN/50$31K0.01%013F-HRTimeline
Briaud Financial Planning Inc50$31K0.01%new13F-HRTimeline
Brooklyn Investment Group49$30.5K0.01%new13F-HRTimeline
Copia Wealth Management49$30.5K0.03%13F-HRTimeline
Private Wealth Management Group, LLC46$28.4K0.01%013F-HRTimeline
Signature Resources Capital Management,…44$27.4K0.02%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.44$27.4K0.02%13F-HRTimeline
Roble, Belko & Company, Inc42$26K<0.01%013F-HRTimeline
Coston, McIsaac & Partners42$26K0.01%+213F-HRTimeline
Talon Private Wealth, LLC41$25.5K0.01%013F-HR/ATimeline
Darwin Wealth Management, LLC41$25.5K0.01%013F-HR/ATimeline
ATWOOD & PALMER INC40$24.9K<0.01%013F-HRTimeline
Blume Capital Management, Inc.40$24.9K0.01%013F-HRTimeline
Zions Bancorporation, N.A.40$24.9K<0.01%+2413F-HRTimeline
Morton Brown Family Wealth, LLC40$24.9K0.01%013F-HRTimeline
Field & Main Bank40$24.9K0.01%-4013F-HRTimeline
HighMark Wealth Management LLC40$24.8K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC36$22.6K0.02%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC36$22.4K<0.01%013F-HRTimeline
McIlrath & Eck, LLC36$22.4K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC36$22.4K0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP36$22.2K0.01%-27113F-HRTimeline
YANKCOM Partnership35$21.8K0.01%13F-HRTimeline
Kings Path Partners LLC34$21.1K0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.32$20.1K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…30$18.7K<0.01%-28013F-HRTimelineGroup
Windsor Advisory Group, LLC30$18.7K0.02%new13F-HRTimeline
Eagle Bay Advisors LLC30$18.7K0.01%013F-HRTimeline
Winch Advisory Services, LLC29$17.8K<0.01%013F-HRTimeline
Transce3nd, LLC28$17.4K0.01%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC27$16.9K<0.01%013F-HRTimeline
Founders Capital Management27$16.8K0.01%013F-HRTimeline
Graney & King, LLC27$16.5K0.01%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department26$16.2K0.01%13F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …26$16K<0.01%-3213F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC25$15.5K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.25$15.5K<0.01%013F-HRTimeline
MTM Investment Management, LLC23$14.3K0.01%+113F-HRTimeline
Central Pacific Bank - Trust Division23$14.3K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC21$13.1K0.01%013F-HRTimeline
Investors Research Corp20$12.4K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC19$11.8K0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.19$11.8K<0.01%013F-HRTimeline
Ridgewood Investments LLC18$11.2K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp17$10.6K0.01%13F-HRTimeline
WINNACLE WEALTH LLC17$9.55K0.01%13F-HRTimeline
Financial Avengers, Inc.14$8.79K<0.01%013F-HRTimeline
Nemes Rush Group LLC14$8.71K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC14$8.71K<0.01%13F-HRTimeline
CAPITAL & PLANNING, LLC13$8.11K0.01%13F-HRTimeline
FLP Wealth Management, LLC12$7.48K0.02%13F-HRTimeline
Painted Porch Advisors LLC11$6.94K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC10$6.48K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC10$6.22K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.10$6.22K<0.01%013F-HRTimeline
Versant Capital Management, Inc10$6.22K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC10$6.22K<0.01%013F-HRTimeline
Aspect Partners, LLC10$6.22K<0.01%new13F-HRTimeline
Fairman Group, LLC10$6.22K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC9$5.6K<0.01%013F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.8$4.97K<0.01%-4913F-HRTimeline
Financial Life Planners7$4.39K<0.01%13F-HRTimeline
Accent Capital Management, LLC6$3.84K<0.01%013F-HRTimeline
Avion Wealth6$3K<0.01%013F-HRTimeline
Atlatl Advisers LLC4$2.49K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.3$2.26K0.21%-2,92813F-HRTimeline
RE Dickinson Investment Advisors, LLC349$2.17K0.12%-4413F-HR/ATimeline
Red Tortoise LLC3$1.86K<0.01%new13F-HRTimeline
Clark Wealth Partners3$1.86K<0.01%13F-HRTimeline
Kathleen S. Wright Associates Inc.2$1.24K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.2$1.24K<0.01%new13F-HRTimeline
Stephens Consulting, LLC1$622<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC1$622<0.01%-4013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1$587<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC0$209<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Activest Wealth Management0$108<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.
Serenus Wealth Advisors, LLC61,803$61.8K13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
Members Trust Co372$231M013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.