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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
Mason & Associates, LLC73,378$19.4M5.79%+3,39913F-HRTimeline
Cadence Bank72,708$19.2M1.3%+4,07113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA68,950$19.1M0.9%-8,89913F-HRTimeline
FIDELIS iM, LLC71,880$19M9.32%-10,03013F-HRTimeline
Trust Co of the South71,869$19M3.87%+7,79113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC69,072$19M1.9%+13,02413F-HRTimeline
BURLING WEALTH PARTNERS, LLC70,541$18.6M3.8%13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC70,476$18.6M1.22%+2,05413F-HRTimelineGroup
Wealthspire Retirement, LLC70,284$18.6M1.47%+2,45113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…69,197$18.3M0.41%+6,85513F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC68,789$18.2M3.81%+6,21113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC68,612$18.1M0.59%+57913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advantage Trust Co68,231$18M10.6%+2,93613F-HRTimeline
Baltimore-Washington Financial Advisors…68,153$18M0.92%+1,03713F-HRTimeline
Pinnacle Financial Partners Inc67,876$17.9M0.36%+1,70713F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP67,660$17.9M0.58%-1,87113F-HRTimeline
Praetorian Wealth Management, Inc.67,547$17.8M4.33%-64713F-HRTimeline
Twele Capital Management, Inc.67,165$17.7M3.76%+4,54613F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT67,116$17.7M0.79%+1,65313F-HRTimeline
SHUFRO ROSE & CO LLC67,086$17.7M1.38%+39,72413F-HRTimeline
Zhang Financial LLC66,885$17.7M1.01%+8,78213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC66,351$17.5M0.65%-2,57613F-HRTimeline
Von Berge Wealth Management Group, LLC62,742$17.4M10.55%+30613F-HRTimeline
First Horizon Advisors, Inc.65,712$17.4M0.49%-2,76713F-HRTimeline
Ballentine Partners, LLC64,990$17.2M0.29%+87613F-HRTimeline
Crane Advisory, LLC64,025$17.1M3%+2,13213F-HRTimeline
Veracity Capital LLC64,330$17M6.18%+2,69013F-HRTimeline
Grey Fox Wealth Advisors, LLC63,454$16.8M4.6%+1,41413F-HRTimeline
SAGE RHINO CAPITAL LLC63,378$16.7M3.65%-1,21613F-HRTimeline
Summit Financial, LLC62,524$16.5M0.58%+4,92213F-HRTimeline
Betterment LLC62,028$16.4M0.04%+23,68913F-HRTimeline
STALEY CAPITAL ADVISERS INC61,437$16.2M0.72%-1,40813F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV61,394$16.2M4.95%+77513F-HRTimeline
AJ Advisors, LLC61,258$16.2M8.4%-913F-HRTimeline
Tarbox Family Office, Inc.61,105$16.1M2.66%+4713F-HRTimeline
CHOREO, LLC61,086$16.1M0.23%+2,65213F-HRTimeline
Riverview Capital Advisers, LLC60,435$16M4.82%+14713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…60,025$15.9M1.19%-1,80713F-HRTimeline
TrueWealth Financial Partners59,773$15.8M9.8%+59113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC59,578$15.7M0.23%+6,37913F-HRTimelineGroup
Johnson Bixby & Associates, LLC59,516$15.7M2.4%+3,06713F-HRTimeline
INTRUST BANK NA58,677$15.5M1.57%+1,47213F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co58,054$15.3M3.51%-2013F-HRTimeline
Merit Financial Group, LLC57,718$15.2M0.27%+7,11213F-HRTimeline
Single Point Partners, LLC57,528$15.2M3.5%new13F-HRTimeline
Frisch Financial Group, Inc.56,722$15M4.53%-40113F-HRTimeline
Investments & Financial Planning, LLC56,484$14.9M9.2%+60613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV56,399$14.9M1.09%-3,65713F-HRTimeline
D.A. DAVIDSON & CO.56,185$14.8M0.12%+29713F-HRTimeline
Sierra Capital LLC56,178$14.8M1.76%-7813F-HRTimeline
Parallel Advisors, LLC56,090$14.8M0.33%+35913F-HRTimeline
Wedmont Private Capital56,244$14.8M0.78%+4,45913F-HRTimeline
Avidian Wealth Enterprises, LLC55,541$14.7M0.66%-1,23013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding55,312$14.6M+3,476Timeline
Roof Eidam Maycock Peralta, LLC54,067$14.3M3.69%+1,11113F-HRTimeline
Sepio Capital, LP53,944$14.2M1.14%+13,05713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC53,282$14.1M0.59%+19,45313F-HR/ATimeline
Iron Horse Wealth Management, LLC53,010$14M4.7%+1,57113F-HRTimeline
James Reed Financial Services, Inc.52,884$14M14.57%13F-HRTimeline
Fee-Only Financial Planning, L.C.52,467$13.9M8.95%-37513F-HRTimeline
Buck Wealth Strategies, LLC52,238$13.8M2.87%+23,23713F-HRTimeline
Geller Advisors LLC52,086$13.8M0.9%013F-HRTimeline
Sylvest Advisors, LLC51,954$13.7M8.44%13F-HRTimeline
DORVAL Corp51,807$13.7M5.44%+1,17713F-HRTimeline
Carnegie Investment Counsel51,727$13.7M0.39%+1,71913F-HRTimeline
US FINANCIAL ADVISORS, LLC51,707$13.7M4.2%+67113F-HRTimeline
Legend Financial Advisors, Inc.51,585$13.6M9.61%-50113F-HRTimeline
Cook Wealth, LLC49,101$13.6M6.39%+5,12113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.51,538$13.6M5.24%+1,62613F-HRTimeline
Kiely Wealth Advisory Group, Inc.48,769$13.6M8.72%-1,14113F-HRTimeline
Apella Capital, LLC51,315$13.6M0.52%+3,15213F-HRTimeline
McAdam, LLC51,102$13.5M0.74%+60113F-HRTimeline
Cordgrass Capital Advisors, LLC50,864$13.4M3.9%+70113F-HRTimeline
Core Wealth Advisors, Inc.50,784$13.4M4.42%-1,05013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC50,703$13.4M5.48%-48113F-HRTimeline
Ruggaard & Associates LLC50,685$13.4M5.87%+10113F-HRTimeline
M Holdings Securities, Inc.49,429$13.1M2.11%new13F-HR/ATimeline
Centerline Wealth Advisors, LLC49,000$12.9M7.56%13F-HRTimeline
Capital Planning LLC48,795$12.9M3.38%+56313F-HRTimeline
Scott Capital Advisors, LLC48,737$12.9M3.7%+68613F-HRTimeline
HILLMAN CO48,319$12.8M5.4%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC48,156$12.7M0.36%-6813F-HRTimeline
Whelan Financial47,960$12.7M4.98%-47613F-HRTimeline
Brand Asset Management Group, Inc.47,880$12.6M5.14%-95713F-HRTimeline
Next Level Wealth Planning, LLC47,676$12.6M9.91%13F-HRTimeline
Caprock Group, LLC47,504$12.5M0.41%+87613F-HRTimeline
jvl associates llc47,477$12.5M4.75%-35913F-HRTimeline
Manchester Capital Management LLC46,991$12.4M1.44%+75813F-HRTimeline
ALLIANCEBERNSTEIN L.P.46,977$12.4M<0.01%-4,65813F-HRTimeline
Cornerstone Advisory, LLC44,961$12.4M1.41%+12,76513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC46,890$12.4M0.01%+14,29913F-HRTimelineGroup
Custos Family Office, LLC46,854$12.4M4.33%+3,09713F-HRTimeline
TriaGen Wealth Management LLC46,801$12.4M4.17%+33913F-HRTimeline
Roundview Capital LLC46,793$12.4M0.86%+1,43113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV46,698$12.3M2.79%+67113F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC46,511$12.3M0.17%+4313F-HRTimeline
McNaughton Wealth Management, LLC46,272$12.2M5.89%+28713F-HRTimeline
Graypoint LLC46,212$12.2M0.74%-3,83613F-HRTimeline
PINNACLE ASSOCIATES LTD46,208$12.2M0.17%+3,39413F-HRTimeline
Towerpoint Wealth, LLC46,077$12.2M5.96%+9,84813F-HRTimeline
MERIDIAN MANAGEMENT CO45,999$12.1M3.2%-7,27013F-HRTimeline
Gemmer Asset Management LLC45,953$12.1M1.19%-2,26713F-HRTimeline
Asset Management Group, Inc.45,602$12M2.14%+1,35213F-HRTimeline
EnRich Financial Partners LLC45,254$12M3.98%+1,60613F-HRTimeline
Sandy Cove Advisors, LLC45,251$12M4.69%-7713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC44,524$11.8M0.93%-20913F-HRTimeline
VSM Wealth Advisory, LLC44,347$11.7M4.18%13F-HRTimeline
CONNABLE OFFICE INC44,114$11.7M1.21%new13F-HRTimeline
Black Diamond Financial, LLC44,042$11.6M1.74%-11813F-HRTimeline
Somnio Financial Group, LLC43,949$11.6M9.28%+1,40713F-HRTimeline
James J. Burns & Company, LLC43,826$11.6M2.01%+2,65013F-HRTimeline
Ironsides Asset Advisors, LLC43,233$11.4M3.27%+14613F-HRTimeline
Advyzon Investment Management, LLC43,102$11.4M4.39%13F-HRTimeline
ANDERSON HOAGLAND & CO41,273$11.3M1.16%-1,39213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,657$11.3M0.31%-25913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources42,627$11.3M<0.01%+1,86813F-HRTimelineGroup
Waverly Advisors, LLC42,377$11.2M0.17%+7,01613F-HRTimeline
Fort Point Capital Partners LLC42,357$11.2M1.25%+25,01113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding42,313$11.2M+1,748Timeline
Arkos Global Advisors42,092$11.1M1.63%-76813F-HRTimeline
Bank of New Hampshire41,950$11.1M2.85%-99413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC41,864$11.1M0.92%-84413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC41,779$11M0.25%-46313F-HRTimelineGroup
Antonelli Financial Advisors, LLC41,712$11M9.31%13F-HRTimeline
Aries Wealth Management41,405$10.9M3.01%+42313F-HRTimeline
Rooted Wealth Advisors, Inc.41,165$10.9M4.28%+40,28413F-HRTimeline
Red Wave Investments LLC41,332$10.9M3.82%-1,37613F-HRTimeline
LOWE BROCKENBROUGH & CO INC41,306$10.9M0.7%-1,31813F-HRTimeline
Noble Family Wealth, LLC40,715$10.8M2.96%-19813F-HRTimeline
Avion Wealth40,638$10.7M2.76%-45113F-HRTimeline
Gratus Wealth Advisors, LLC40,494$10.7M1.71%-32513F-HRTimeline
NorthCoast Asset Management LLC40,285$10.6M0.05%+2,58713F-HR/ATimeline
CRA Financial Services, LLC40,251$10.6M1.82%+2,15113F-HRTimeline
New Insight Wealth Advisors40,246$10.6M5.32%+49313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC40,024$10.6M2.59%+3,46713F-HRTimeline
ForthRight Wealth Management, LLC39,991$10.6M3.52%+61913F-HRTimeline
Sebold Capital Management, Inc.39,989$10.6M7.08%-14813F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS39,701$10.5M4.47%+5,28913F-HRTimeline
Rossmore Private Capital39,542$10.4M1.29%-2,27013F-HRTimeline
Aspire Capital Advisors LLC39,472$10.4M2.98%-21613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK39,217$10.4M0.06%-54313F-HRTimelineGroup
JDM Financial Group LLC38,971$10.3M5.35%-21213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC38,928$10.3M0.08%-6,62713F-HRTimelineGroup
HALL CAPITAL MANAGEMENT CO INC38,741$10.2M4.77%13F-HRTimeline
David Kennon Inc38,681$10.2M4.03%+19513F-HRTimeline
Randall & Associates Wealth Management38,640$10.2M8.47%+14,63913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC38,600$10.2M0.02%+35,50013F-HRTimeline
Avior Wealth Management, LLC40,509$10.2M0.37%+2,95213F-HRTimeline
Goldstone Financial Group, LLC38,415$10.1M1.59%+6,63713F-HRTimeline
Freedom Financial Partners LLC38,288$10.1M4.88%13F-HRTimeline
F/m Investments LLC38,240$10.1M0.37%+4,69613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…38,177$10.1M0.99%-36113F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …36,622$10.1M1.3%-1,66413F-HRTimelineGroup
Gray Wealth Management Inc.37,657$9.95M3.77%+1,67213F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…37,521$9.91M6.98%-58013F-HRTimeline
Fortitude Family Office, LLC37,431$9.89M3.53%+6,16013F-HRTimeline
COZAD ASSET MANAGEMENT INC37,328$9.86M0.92%+3,25213F-HRTimeline
J.W. COLE ADVISORS, INC.37,324$9.86M0.4%+2,51413F-HRTimeline
Traction Financial Partners, LLC37,223$9.83M7.64%+87513F-HRTimeline
Private Advisory Group LLC37,148$9.81M1.1%+88213F-HR/ATimeline
Daner Wealth Management, LLC35,230$9.78M7.18%13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …36,980$9.77M1.4%13F-HRTimeline
Zuckerman Investment Group, LLC34,795$9.56M0.92%+1,74713F-HRTimeline
Beacon Financial Strategies CORP36,022$9.51M6.36%+1,08813F-HRTimeline
Centered Wealth LLC dba Miller Equity C…35,935$9.49M3.62%+28113F-HRTimeline
Horizons Wealth Management35,792$9.45M7.33%+36113F-HRTimeline
TOWNSQUARE CAPITAL LLC35,725$9.44M0.11%+12,16413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding35,782$9.4M+2,517Timeline
Global Retirement Partners, LLC35,577$9.4M0.27%-3913F-HRTimeline
Curi Capital, LLC35,336$9.33M0.22%-10013F-HRTimeline
Addis & Hill, Inc35,274$9.32M6.89%+4,11713F-HRTimeline
BAILARD, INC.35,182$9.29M0.24%013F-HRTimeline
Wheelhouse Advisory Group LLC35,164$9.29M5.51%+1,66313F-HRTimeline
Prospera Financial Services Inc35,092$9.28M0.22%+45013F-HRTimeline
SAGE FINANCIAL GROUP INC35,070$9.26M0.75%+1,23613F-HRTimeline
Smith & Howard Wealth Management, LLC34,979$9.24M2.61%-34113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC34,570$9.13M3.86%+2,36913F-HRTimeline
Texas Yale Capital Corp.34,366$9.08M0.37%+25213F-HRTimeline
Financial Futures Ltd Liability Co.34,277$9.05M5.14%-2,10313F-HRTimeline
First Bancorp, Inc /ME/34,168$9.02M6.17%+1,56213F-HRTimeline
Meridian Wealth Advisors, LLC34,160$9.02M1.49%+2,29813F-HRTimeline
B. Riley Wealth Advisors, Inc.34,109$9.01M0.3%-7,02213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC34,061$9M0.21%-5,43013F-HRTimeline
Sagace Wealth Management LLC33,904$8.96M6.71%+19,33313F-HRTimeline
Kingsview Wealth Management, LLC33,824$8.93M0.17%+2,39613F-HRTimeline
TD Capital Management LLC33,794$8.93M0.91%-80913F-HRTimeline
MANNING & NAPIER ADVISORS LLC33,771$8.92M0.1%+2613F-HRTimeline
Houlihan Financial Resource Group, Ltd.33,460$8.84M3.77%-1,64013F-HRTimeline
Valmark Advisers, Inc.33,375$8.82M0.14%+21713F-HRTimeline
Prosperitas Financial LLC33,250$8.78M4.44%+57113F-HRTimeline
Ethos Financial Group, LLC33,194$8.77M1.14%+32,32013F-HRTimeline
4Thought Financial Group Inc.33,103$8.74M5.43%-2,96113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …33,100$8.74M0.74%new13F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…33,068$8.73M0.92%-813F-HRTimeline
Whitegate Investment Counselors, Inc.32,948$8.7M2.98%-38,31713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding32,792$8.66M+684Timeline
CoreCap Advisors, LLC32,443$8.57M0.39%+1,96513F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…32,367$8.55M0.78%-279,85513F-HRTimelineGroup
Prime Capital Investment Advisors, LLC32,316$8.54M0.12%-1,01613F-HRTimeline
Almanack Investment Partners, LLC.32,276$8.52M1.32%-1,36213F-HRTimeline