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Disclosery

VO VANGUARD INDEX FDS

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SHS (fund)

2,121 managers (2,141 13F filers) reported a position in VO shares at 2024-12-31, 177,377,736 shares in all. 92 filers opened a position and 59 filers sold out during the quarter.

Managers
2,121
13F filers
2,141
New
92
Added
884
Reduced
651
Sold out
59
Shares held by filers
177,377,736

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
PFS Partners, LLC185$48.8K0.03%+113F-HRTimeline
Pathway Financial Advisers, LLC179$47.2K0.02%+113F-HRTimeline
Running Point Capital Advisors, LLC178$47K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL174$46K0.02%-36713F-HRTimeline
NewSquare Capital LLC170$44.9K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC167$44.1K0.03%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC163$43.1K<0.01%013F-HRTimelineGroup
Main Street Group, LTD161$42.3K0.02%+113F-HRTimeline
Peoples Bank/KS150$39.6K0.03%013F-HRTimeline
Citizens National Bank Trust Department148$39.1K0.01%013F-HRTimeline
Coston, McIsaac & Partners145$38K0.01%+2413F-HRTimeline
Orion Capital Management LLC143$37.8K0.02%new13F-HRTimeline
Wingate Wealth Advisors, Inc.143$37.8K0.04%13F-HRTimeline
Raleigh Capital Management Inc.141$37.2K0.01%+12713F-HRTimeline
Blume Capital Management, Inc.139$36.7K0.01%-13513F-HRTimeline
Cornerstone Planning Group LLC129$35.5K0.01%-48813F-HRTimeline
Hemington Wealth Management135$35K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC133$35K0.03%013F-HRTimeline
Aberdeen Wealth Management LLC130$34.3K0.02%-4813F-HRTimeline
Alexis Investment Partners, LLC130$34.3K0.02%13F-HRTimeline
ESL Trust Services, LLC130$34.3K0.01%013F-HRTimeline
AlphaMark Advisors, LLC130$34K0.01%new13F-HRTimeline
ORG Partners LLC126$33.6K<0.01%+1113F-HRTimeline
Mainstream Capital Management LLC124$32.8K0.02%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.120$31.7K<0.01%013F-HRTimeline
CNB Bank118$31.2K0.01%013F-HRTimeline
Gen-Wealth Partners Inc118$31.2K0.01%-16013F-HRTimeline
Evolution Advisers, Inc.118$31K0.02%-3713F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV116$31K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC110$29.1K0.02%013F-HRTimeline
Pineridge Advisors LLC109$28.9K0.01%013F-HRTimeline
Armor Investment Advisors, LLC105$27.7K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC105$27.7K0.01%013F-HRTimelineGroup
Tidemark, LLC102$26.9K0.01%+1413F-HRTimeline
Wagner Wealth Management, LLC97$25.6K0.01%new13F-HRTimeline
Versant Capital Management, Inc94$24.8K0.01%013F-HRTimeline
PSI Advisors, LLC93$24.4K0.01%013F-HRTimeline
New Republic Capital, LLC89$23.5K0.02%-18213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC88$23.3K<0.01%013F-HRTimelineGroup
Dakota Community Bank & Trust NA88$23.2K0.11%new13F-HRTimeline
FLP Wealth Management, LLC87$23K0.06%13F-HRTimeline
RE Dickinson Investment Advisors, LLC8,553$22.6K1.27%+32113F-HR/ATimeline
Global Wealth Strategies & Associates84$22.2K0.01%-1513F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…83$21.9K<0.01%013F-HRTimeline
Castleview Partners, LLC81$21.4K0.01%-213F-HR/ATimeline
Signature Resources Capital Management,…80$21.1K0.02%013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…80$21K<0.01%013F-HRTimeline
Colony Family Offices, LLC79$20.9K0.01%013F-HRTimeline
Aventura Private Wealth, LLC79$20.9K0.01%13F-HRTimeline
Providence First Trust Co75$19.8K0.01%new13F-HRTimeline
Fairfield Financial Advisors, LTD74$19.5K0.01%-3513F-HRTimeline
Kiker Wealth Management, LLC74$19.5K0.02%13F-HRTimeline
Hurley Capital, LLC72$19.2K0.02%13F-HRTimeline
WR Wealth Planners, LLC72$19K0.01%+1113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC69$18.2K<0.01%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC66$17.5K<0.01%new13F-HR/ATimeline
HighMark Wealth Management LLC65$17.2K0.01%013F-HRTimeline
SJS Investment Consulting Inc.63$16.6K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC63$16.6K0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.63$16.6K<0.01%013F-HRTimeline
Kentucky Trust Co60$15.8K0.01%13F-HRTimeline
Creekmur Asset Management LLC59$15.6K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP58$15K<0.01%+2713F-HRTimelineGroup
Park Square Financial Group, LLC54$14.3K0.01%13F-HRTimeline
WFA Asset Management Corp53$14K0.01%013F-HRTimeline
Davis Capital Management53$14K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.50$13.2K0.01%13F-HRTimeline
Spectrum Wealth Counsel, LLC49$12.9K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …49$12.9K<0.01%013F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.45$11.9K<0.01%013F-HRTimeline
Northwest Capital Management Inc45$11.9K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC44$11.7K0.01%13F-HRTimeline
Peterson Wealth Services44$11.6K<0.01%new13F-HRTimeline
PFG Private Wealth Management, LLC42$11.1K0.01%-1313F-HRTimeline
Christopher J. Hasenberg, Inc42$11.1K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.40$10.6K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC40$10.6K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC38$9.94K0.01%13F-HRTimeline
TruNorth Capital Management, LLC35$9.24K<0.01%013F-HRTimeline
Bullock Wealth Management Group34$8.98K0.01%+2613F-HRTimeline
FSA Wealth Management LLC26$6.92K<0.01%013F-HRTimeline
True Wealth Design, LLC25$6.6K<0.01%013F-HRTimeline
CGC Financial Services, LLC25$6.6K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.24$6.34K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC23$6.08K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC23$5.95K<0.01%+113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …20$5.28K<0.01%new13F-HRTimelineGroup
Bank & Trust Co20$5.28K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.18$4.75K<0.01%013F-HRTimeline
WPG Advisers, LLC18$4.75K<0.01%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…17$4.49K<0.01%+713F-HRTimelineGroup
ABSHER WEALTH MANAGEMENT, LLC17$4.49K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC15$3.96K<0.01%+513F-HRTimeline
Investment Research & Advisory Group, I…14$3.7K<0.01%013F-HRTimeline
MGB Wealth Management, LLC12$3.17K<0.01%013F-HRTimeline
CAPITAL & PLANNING, LLC12$3.17K<0.01%13F-HRTimeline
ARVEST INVESTMENTS, INC.12$3.17K<0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC11$2.91K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.10$2.64K<0.01%13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…10$2.64K<0.01%013F-HRTimeline
Investors Research Corp10$2.64K<0.01%-2013F-HRTimeline
Viewpoint Capital Management LLC9$2.38K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC8$2.11K<0.01%-11313F-HRTimeline
GoalVest Advisory LLC7$1.85K<0.01%new13F-HRTimeline
Clark Wealth Partners7$1.85K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.6$1.75K0.16%-6,48713F-HRTimeline
Cedar Mountain Advisors, LLC6$1.58K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC6$1.58K<0.01%-4313F-HRTimeline
Legacy Investment Solutions, LLC5$1.38K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…5$1.38K<0.01%013F-HRTimelineGroup
Nordwand Advisors, LLC5$1.32K<0.01%013F-HRTimeline
Robbins Farley4$1.06K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.4$1.06K<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.4$1.06K<0.01%13F-HRTimeline
Mattson Financial Services, LLC3$791<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.2$565<0.01%013F-HRTimeline
Capital Investment Counsel, Inc2$528<0.01%new13F-HRTimeline
Eukles Asset Management2$528<0.01%+113F-HRTimeline
Bellwether Advisors, LLC2$528<0.01%new13F-HRTimeline
Legacy Financial Group LLC15,398$4.07B-1,04313F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.
Members Trust Co1,148$303M+35513F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.