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Disclosery

VO VANGUARD INDEX FDS

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SHS (fund)

2,110 managers (2,131 13F filers) reported a position in VO shares at 2025-03-31, 184,181,894 shares in all. 111 filers opened a position and 100 filers sold out during the quarter.

Managers
2,110
13F filers
2,131
New
111
Added
966
Reduced
735
Sold out
100
Shares held by filers
184,181,894

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Trust Co of the South73,220$18.9M3.96%+1,35113F-HRTimeline
HILLMAN CO72,777$18.8M7.12%+24,45813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mason & Associates, LLC72,458$18.7M5.4%-92013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC72,043$18.6M1.16%+1,56713F-HRTimelineGroup
FIDELIS iM, LLC70,700$18.3M8.47%-1,18013F-HRTimeline
MONTAG A & ASSOCIATES INC70,432$18.2M0.91%-11,84313F-HRTimeline
Zhang Financial LLC70,141$18.1M0.96%+3,25613F-HRTimeline
Wealthspire Retirement, LLC69,088$17.9M1.42%-1,19613F-HRTimeline
BURLING WEALTH PARTNERS, LLC68,948$17.8M3.75%-1,59313F-HRTimeline
Grant Street Asset Management, Inc.68,862$17.8M4.36%+47,39413F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT68,767$17.8M0.83%+1,65113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC68,654$17.8M0.62%+4213F-HRTimeline
Baltimore-Washington Financial Advisors…68,551$17.7M0.94%+39813F-HRTimeline
Buck Wealth Strategies, LLC68,548$17.7M3.22%+16,31013F-HRTimeline
Praetorian Wealth Management, Inc.68,414$17.7M4.31%+86713F-HRTimeline
Advantage Trust Co68,404$17.7M10.72%+17313F-HRTimeline
Twele Capital Management, Inc.67,245$17.4M3.69%+8013F-HRTimeline
First Horizon Advisors, Inc.66,621$17.2M0.49%+90913F-HRTimeline
Grey Fox Wealth Advisors, LLC66,545$17.2M4.59%+3,09113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …66,268$17.2M1.12%+33,16813F-HRTimelineGroup
Veracity Capital LLC65,719$17M6.68%+1,38913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA64,647$17M0.81%-4,30313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC65,507$16.9M0.63%-84413F-HRTimeline
Crane Advisory, LLC69,492$16.9M3.06%+5,46713F-HRTimeline
SAGE RHINO CAPITAL LLC65,286$16.9M3.92%+1,90813F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP65,163$16.9M0.58%-2,49713F-HRTimeline
Ballentine Partners, LLC65,088$16.8M0.29%+9813F-HRTimeline
Tarbox Family Office, Inc.64,283$16.6M2.76%+3,17813F-HRTimeline
Riverview Capital Advisers, LLC63,630$16.5M5.17%+3,19513F-HRTimeline
AJ Advisors, LLC62,684$16.2M8.3%+1,42613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV62,464$16.2M5.08%+1,07013F-HRTimeline
Atria Wealth Solutions, Inc.61,831$16M0.19%-23,21713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC61,698$16M0.22%+2,12013F-HRTimelineGroup
Von Berge Wealth Management Group, LLC62,704$15.9M10.28%-3813F-HRTimeline
CHOREO, LLC59,653$15.4M0.24%-1,43313F-HRTimeline
Cornerstone Advisory, LLC59,417$15.4M1.8%+14,45613F-HRTimeline
INTRUST BANK NA59,374$15.4M1.52%+69713F-HRTimeline
Single Point Partners, LLC59,259$15.3M3.6%+1,73113F-HRTimeline
Optas, LLC59,128$15.3M2.66%+28,97813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…58,513$15.1M1.14%-1,51213F-HRTimeline
Parallel Advisors, LLC58,433$15.1M0.34%+2,34313F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co58,234$15.1M3.64%+18013F-HRTimeline
Sierra Capital LLC58,190$15M1.81%+2,01213F-HRTimeline
D.A. DAVIDSON & CO.57,993$15M0.12%+1,80813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding57,811$15M+2,499Timeline
Investments & Financial Planning, LLC57,416$14.8M9.64%+93213F-HRTimeline
Caprock Group, LLC57,384$14.8M0.45%+9,88013F-HRTimeline
Frisch Financial Group, Inc.56,444$14.6M4.1%-27813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…52,123$14.5M0.03%-62,20313F-HR/ATimelineGroup
FIDELIS CAPITAL PARTNERS, LLC56,950$14.4M1.54%-12,12213F-HRTimeline
Iron Horse Wealth Management, LLC55,289$14.3M4.59%+2,27913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC54,842$14.2M0.39%+6,68613F-HRTimeline
TrueWealth Financial Partners54,796$14.2M8.56%-4,97713F-HRTimeline
Apella Capital, LLC57,317$14.1M0.49%+6,00213F-HRTimeline
Sylvest Advisors, LLC54,670$14.1M8.84%+2,71613F-HRTimeline
Avidian Wealth Enterprises, LLC54,638$14.1M0.63%-90313F-HRTimeline
DORVAL Corp51,998$14.1M5.66%+19113F-HRTimeline
Waverly Advisors, LLC54,186$14M0.17%+11,80913F-HRTimeline
Towerpoint Wealth, LLC53,781$13.9M6.89%+7,70413F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP52,877$13.7M0.01%new13F-HRTimeline
Roof Eidam Maycock Peralta, LLC52,683$13.6M3.62%-1,38413F-HRTimeline
M Holdings Securities, Inc.52,613$13.6M2.26%+3,18413F-HRTimeline
Cordgrass Capital Advisors, LLC52,565$13.6M3.89%+1,70113F-HRTimeline
James Reed Financial Services, Inc.52,148$13.5M15.03%-73613F-HRTimeline
Fee-Only Financial Planning, L.C.51,601$13.3M9.11%-86613F-HRTimeline
EnRich Financial Partners LLC51,102$13.2M4.44%+5,84813F-HRTimeline
EP Wealth Advisors, LLC51,092$13.2M0.11%+21,87013F-HRTimeline
Next Level Wealth Planning, LLC50,953$13.2M9.98%+3,27713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.50,793$13.1M5.08%-74513F-HRTimeline
Core Wealth Advisors, Inc.50,668$13.1M4.17%-11613F-HRTimeline
US FINANCIAL ADVISORS, LLC50,649$13.1M3.87%-1,05813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV50,321$13M0.99%-6,07813F-HRTimeline
TOWNSQUARE CAPITAL LLC50,180$13M0.14%+14,45513F-HRTimeline
Ruggaard & Associates LLC50,052$12.9M5.67%-63313F-HRTimeline
PINNACLE ASSOCIATES LTD49,747$12.9M0.19%+3,53913F-HRTimeline
Caliber Wealth Management, LLC / KS49,563$12.8M1.75%13F-HRTimeline
Asset Management Group, Inc.48,813$12.6M2.33%+3,21113F-HRTimeline
Cook Wealth, LLC48,801$12.5M6.08%-30013F-HRTimeline
STALEY CAPITAL ADVISERS INC48,358$12.5M0.57%-13,07913F-HRTimeline
Centerline Wealth Advisors, LLC48,226$12.5M7.44%-77413F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC48,138$12.4M0.18%+1,62713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…47,922$12.4M0.3%+5,26513F-HRTimelineGroup
Wedmont Private Capital50,702$12.4M0.63%-5,54213F-HRTimeline
jvl associates llc47,644$12.3M4.97%+16713F-HRTimeline
CONNABLE OFFICE INC47,621$12.3M1.31%+3,50713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding47,591$12.3M+5,278Timeline
Whelan Financial47,439$12.3M4.77%-52113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV47,399$12.3M2.71%+70113F-HRTimeline
Capital Planning LLC47,295$12.2M3.42%-1,50013F-HRTimeline
Brand Asset Management Group, Inc.47,063$12.2M5.08%-81713F-HRTimeline
World Investment Advisors47,046$12.2M0.32%-57,78613F-HRTimeline
Manchester Capital Management LLC46,984$12.2M1.49%-713F-HRTimeline
Roundview Capital LLC46,896$12.1M0.88%+10313F-HRTimeline
Sepio Capital, LP46,833$12.1M0.96%-7,11113F-HRTimeline
Custos Family Office, LLC46,688$12.1M4.28%-16613F-HRTimeline
New Insight Wealth Advisors46,631$12.1M5.48%+6,38513F-HRTimeline
James J. Burns & Company, LLC46,477$12M2.15%+2,65113F-HRTimeline
TriaGen Wealth Management LLC46,337$12M4.23%-46413F-HRTimeline
Scott Capital Advisors, LLC45,989$11.9M3.55%-2,74813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK45,980$11.9M0.08%+6,76313F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC45,979$11.9M0.29%+11,91813F-HRTimeline
Gemmer Asset Management LLC45,797$11.8M1.18%-15613F-HRTimeline
Sandy Cove Advisors, LLC45,723$11.8M4.75%+47213F-HRTimeline
Fortitude Family Office, LLC45,698$11.8M4.23%+8,26713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources45,664$11.8M<0.01%+3,03713F-HRTimelineGroup
Geneos Wealth Management Inc.45,579$11.8M0.17%+33,68813F-HRTimeline
GWN SECURITIES INC.43,811$11.8M0.66%+42,49013F-HRTimeline
Carnegie Investment Counsel50,416$11.7M0.28%-1,31113F-HRTimeline
ALLIANCEBERNSTEIN L.P.45,075$11.7M<0.01%-1,90213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS44,791$11.6M4.69%+5,09013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC44,433$11.5M0.9%-9113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC44,119$11.4M0.01%-2,77113F-HRTimelineGroup
Black Diamond Financial, LLC44,011$11.4M1.71%-3113F-HRTimeline
Graypoint LLC43,494$11.2M0.7%-2,71813F-HRTimeline
Sebold Capital Management, Inc.43,273$11.2M7.36%+3,28413F-HRTimeline
Ironsides Asset Advisors, LLC43,226$11.2M3.28%-713F-HRTimeline
NorthCoast Asset Management LLC43,195$11.2M0.06%+2,91013F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC43,199$11.2M0.93%+1,33513F-HRTimeline
Belpointe Asset Management LLC42,650$11M0.57%+37,02813F-HRTimeline
CRA Financial Services, LLC42,493$11M1.88%+2,24213F-HRTimeline
Goldstone Financial Group, LLC42,490$11M1.66%+4,07513F-HRTimeline
VSM Wealth Advisory, LLC42,405$11M3.94%-1,94213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC42,218$10.9M0.24%+43913F-HRTimelineGroup
HALL CAPITAL MANAGEMENT CO INC41,963$10.9M5.03%+3,22213F-HRTimeline
ForthRight Wealth Management, LLC41,552$10.7M3.6%+1,56113F-HRTimeline
Aries Wealth Management41,511$10.7M2.92%+10613F-HRTimeline
Bank of New Hampshire41,510$10.7M2.81%-44013F-HRTimeline
Avion Wealth40,638$10.7M2.75%013F-HRTimeline
Freedom Financial Partners LLC41,177$10.6M4.96%+2,88913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC41,158$10.6M2.5%+1,13413F-HRTimeline
Arkos Global Advisors41,063$10.6M1.56%-1,02913F-HRTimeline
Smith & Howard Wealth Management, LLC40,976$10.6M2.9%+5,99713F-HRTimeline
LOWE BROCKENBROUGH & CO INC40,794$10.6M0.69%-51213F-HRTimeline
JDM Financial Group LLC40,025$10.4M5.25%+1,05413F-HRTimeline
Noble Family Wealth, LLC39,984$10.3M2.85%-73113F-HRTimeline
MERIDIAN MANAGEMENT CO39,739$10.3M3.18%-6,26013F-HR/ATimeline
Fort Point Capital Partners LLC39,711$10.3M1.15%-2,64613F-HRTimeline
F/m Investments LLC39,682$10.2M0.41%+1,44213F-HRTimeline
Gratus Wealth Advisors, LLC39,301$10.2M1.67%-1,19313F-HRTimeline
Avior Wealth Management, LLC41,090$10.1M0.38%+58113F-HRTimeline
Private Advisory Group LLC38,886$10.1M1.15%+1,73813F-HRTimeline
Rossmore Private Capital38,539$9.97M1.23%-1,00313F-HRTimeline
Fortis Capital Advisors, LLC38,358$9.92M2.01%+37,10513F-HRTimeline
David Kennon Inc37,940$9.81M3.91%-74113F-HRTimeline
COZAD ASSET MANAGEMENT INC37,899$9.8M0.98%+57113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…37,870$9.79M0.98%-30713F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.37,813$9.78M0.3%+3,70413F-HRTimeline
Red Wave Investments LLC37,586$9.72M3.49%-3,74613F-HRTimeline
Randall & Associates Wealth Management37,522$9.7M8%-1,11813F-HRTimeline
Litman Gregory Wealth Management LLC37,507$9.7M0.83%+34,42613F-HRTimeline
Aspire Capital Advisors LLC37,153$9.61M2.87%-2,31913F-HRTimeline
Wheelhouse Advisory Group LLC37,084$9.59M5.48%+1,92013F-HRTimeline
Texas Yale Capital Corp.37,048$9.58M0.39%+2,68213F-HRTimeline
Addis & Hill, Inc36,920$9.55M6.67%+1,64613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …36,918$9.55M1.24%+29613F-HRTimelineGroup
Horizons Wealth Management36,759$9.51M7.18%+96713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC36,752$9.5M0.08%-2,17613F-HR/ATimelineGroup
Meridian Wealth Advisors, LLC36,692$9.49M1.61%+2,53213F-HRTimeline
Gibraltar Capital Management, Inc.36,504$9.44M2.04%new13F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC36,280$9.38M3.92%-14,42313F-HRTimeline
SAGE FINANCIAL GROUP INC36,192$9.36M0.76%+1,12213F-HRTimeline
Rooted Wealth Advisors, Inc.39,779$9.32M4.02%-1,38613F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…36,025$9.32M6.85%-1,49613F-HRTimeline
BAILARD, INC.35,912$9.29M0.24%+73013F-HRTimeline
Advyzon Investment Management, LLC35,852$9.27M3.28%-7,25013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …35,816$9.26M1.33%-1,16413F-HRTimeline
ANDERSON HOAGLAND & CO40,468$9.25M1.1%-80513F-HRTimeline
Grove Bank & Trust35,504$9.18M1.23%+3,33913F-HRTimeline
Zuckerman Investment Group, LLC35,481$9.18M0.98%+68613F-HRTimeline
Financial Futures Ltd Liability Co.35,408$9.16M5.2%+1,13113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC35,365$9.15M3.95%+79513F-HRTimeline
Beacon Financial Strategies CORP35,099$9.08M6.12%-92313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC34,946$9.04M0.39%-18,33613F-HR/ATimeline
CoreCap Advisors, LLC34,946$9.04M0.4%+2,50313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding35,275$9.04M-507Timeline
Drucker Wealth 3.0, LLC34,920$9.03M1.99%+10,50713F-HRTimeline
First Bancorp, Inc /ME/34,893$9.02M5.86%+72513F-HRTimeline
McClarren Financial Advisors, Inc.32,469$8.95M5.92%new13F-HRTimeline
Prosperitas Financial LLC34,408$8.9M4.6%+1,15813F-HRTimeline
William Mack & Associates, Inc.34,342$8.88M7.6%+13,61313F-HRTimeline
FIDUCIENT ADVISORS LLC34,313$8.87M1.11%-56,29313F-HRTimeline
Ethos Financial Group, LLC34,087$8.82M0.84%+89313F-HRTimeline
Sagace Wealth Management LLC34,046$8.8M6.66%+14213F-HRTimeline
Milestone Investment Advisors LLC34,012$8.8M2.44%+30,35713F-HRTimeline
TD Capital Management LLC33,743$8.73M0.88%-5113F-HRTimeline
MANNING & NAPIER ADVISORS LLC33,223$8.59M0.11%-54813F-HRTimeline
Valmark Advisers, Inc.33,209$8.59M0.13%-16613F-HRTimeline
Prime Capital Investment Advisors, LLC33,053$8.55M0.1%+73713F-HRTimeline
4Thought Financial Group Inc.32,939$8.52M5.26%-16413F-HRTimeline
Houlihan Financial Resource Group, Ltd.32,913$8.51M3.82%-54713F-HRTimeline
Legend Financial Advisors, Inc.32,894$8.51M6.25%-18,69113F-HRTimeline
GFS Advisors, LLC32,785$8.48M1.7%+13,65013F-HRTimeline
Financial Management Professionals, Inc.32,776$8.48M1.08%+1,85113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding32,627$8.44M-165Timeline
EVERMAY WEALTH MANAGEMENT LLC32,583$8.43M1.11%+58613F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…32,347$8.37M0.94%-72113F-HRTimeline
Strategic Equity Management32,290$8.35M3.51%+28,60913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…32,070$8.29M0.03%-7013F-HRTimelineGroup
Kingsview Wealth Management, LLC31,981$8.27M0.16%-1,84313F-HRTimeline
HEADINVEST, LLC31,907$8.25M1.6%+62213F-HRTimeline