Skip to content
Disclosery

VO VANGUARD INDEX FDS

Follow

SHS (fund)

2,377 managers (2,404 13F filers) reported a position in VO shares at 2026-03-31, 241,797,704 shares in all. 109 filers opened a position and 83 filers sold out during the quarter.

Managers
2,377
13F filers
2,404
New
109
Added
1,127
Reduced
752
Sold out
83
Shares held by filers
241,797,704

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Marietta Wealth Management, LLC80,144$23M2.74%+1,39113F-HRTimeline
GeoWealth Management, LLC80,082$23M0.83%+1,10213F-HRTimeline
William Mack & Associates, Inc.79,241$22.8M13.01%-3,41613F-HRTimeline
Meridian Wealth Advisors, LLC78,552$22.6M2.98%+16,95913F-HRTimeline
Mason & Associates, LLC78,207$22.5M5.14%+1,45413F-HRTimeline
Gratus Wealth Advisors, LLC77,424$22.2M3.22%+37,55413F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp77,065$22.1M2.23%-18,44113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC76,855$22.1M0.27%-1,11613F-HRTimeline
Quantinno Capital Management LP76,558$22M0.04%+12,04013F-HRTimeline
FIDELIS iM, LLC75,561$21.7M8.21%+2,55013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT75,379$21.6M0.9%+2,78713F-HRTimeline
Grant Street Asset Management, Inc.74,895$21.5M4.14%+2,92513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC73,752$21.5M0.44%+22513F-HRTimeline
Simmons Bankin group Simmons Bank73,772$21.2M1.42%-12913F-HRTimelineGroup
MONTAG A & ASSOCIATES INC73,732$21.2M0.98%+2,89513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC73,709$21.2M0.29%+6,22413F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.72,986$21M4.56%+3,14913F-HRTimeline
Buck Wealth Strategies, LLC70,754$20.3M2.51%+1,85813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC70,554$20.3M0.63%-45313F-HRTimeline
Horizon Investments, LLC281,856$20.2M0.23%+146,66513F-HRTimeline
Twele Capital Management, Inc.70,303$20.2M3.6%+56613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.70,000$20.1M0.25%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC69,879$20.1M0.59%-19213F-HR/ATimeline
SAGE RHINO CAPITAL LLC69,315$19.9M3.72%-62613F-HRTimeline
Ballentine Partners, LLC69,298$19.9M0.28%+3,94813F-HRTimeline
Wellington Grp LLC69,082$19.8M6.11%+8,21713F-HRTimeline
FIRST HORIZON CORP68,954$19.8M0.83%+53,78413F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding68,435$19.7M+59,408Timeline
World Investment Advisors68,163$19.6M0.32%+3,24613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC68,127$19.6M0.03%-27013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC67,917$19.5M0.19%+1,09113F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…67,444$19.4M1.65%-6,53313F-HRTimelineGroup
Veracity Capital LLC66,545$19.1M6.83%-7,76813F-HRTimeline
Visionary Wealth Advisors65,863$18.9M0.84%+8713F-HRTimeline
INTRUST BANK NA65,782$18.9M1.54%-1,26613F-HRTimeline
RTD Financial Advisors, Inc.64,983$18.7M2.29%-3313F-HRTimeline
BURLING WEALTH PARTNERS, LLC64,389$18.5M2.99%-5,22913F-HRTimeline
Carnegie Investment Counsel64,366$18.5M0.36%+12,00513F-HRTimeline
Modera Wealth Management, LLC64,293$18.5M0.22%-4,85413F-HRTimeline
Crestwood Advisors Group, LLC64,185$18.4M0.31%+32,85613F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST64,157$18.4M7.07%13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA64,074$18.4M0.79%+12913F-HRTimeline
Goldstone Financial Group, LLC64,025$18.4M1.99%+8,39213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…63,849$18.3M0.33%+54013F-HRTimelineGroup
SAGE FINANCIAL GROUP INC63,826$18.3M1.19%+3,13813F-HRTimeline
Independent Advisor Alliance63,810$18.3M0.2%+61,50013F-HRTimeline
ALLIANCEBERNSTEIN L.P.63,071$18.3M0.01%+1,65313F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP63,721$18.3M0.02%+2,78713F-HRTimeline
Serenity Investment Advisors233,540$18.2M8.53%+180,06713F-HRTimeline
Next Level Wealth Planning, LLC63,394$18.2M9.35%+1,65513F-HRTimeline
Single Point Partners, LLC63,373$18.2M3.62%-26313F-HRTimeline
AdvisorNet Financial, Inc62,756$18M0.93%+3,28313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…62,392$17.9M0.2%+1,34113F-HRTimelineGroup
CHOREO, LLC62,050$17.8M0.22%+1,24113F-HRTimeline
Sandy Cove Advisors, LLC61,459$17.6M5.28%-913F-HRTimeline
Wedmont Private Capital59,116$17.6M0.57%+3,98413F-HRTimeline
AJ Advisors, LLC61,318$17.6M6.53%+2,14313F-HRTimeline
Crane Advisory, LLC58,103$17.6M2.63%-23813F-HRTimeline
RFG Holdings, Inc.60,987$17.5M4.41%+28,47313F-HRTimeline
Tribridge Partners Financial LLC60,187$17.5M7.22%+2,13213F-HRTimeline
Praetorian Wealth Management, Inc.58,438$17.4M3.31%+57313F-HRTimeline
Equity Wealth Partners, LLC60,706$17.4M11.27%+3,91413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC60,276$17.3M0.32%-3,13913F-HRTimeline
Aspire Capital Advisors LLC60,123$17.3M3.89%+23,35713F-HRTimeline
HARBOUR INVESTMENTS, INC.59,963$17.2M0.27%+20,18113F-HRTimeline
HILLMAN CO59,730$17.2M6.67%013F-HRTimeline
Caprock Group, LLC59,508$17.1M0.41%+1,35813F-HRTimeline
Cordgrass Capital Advisors, LLC59,394$17.1M3.99%+2,97013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP58,327$16.8M0.51%-1,74713F-HRTimeline
McIlrath & Eck, LLC58,175$16.7M1.24%-29,46213F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co58,009$16.7M3.74%+10013F-HRTimeline
Investments & Financial Planning, LLC57,866$16.6M9.05%+58113F-HRTimeline
Asset Management Group, Inc.57,544$16.5M2.67%+6,35913F-HRTimeline
DORVAL Corp57,494$16.5M5.12%+65113F-HRTimeline
Sylvest Advisors, LLC57,244$16.4M8.74%+70313F-HRTimeline
Napier Financial, LLC57,182$16.4M3.77%+51513F-HRTimeline
Riverview Capital Advisers, LLC57,029$16.4M5.47%+2,39313F-HRTimeline
Sierra Capital LLC57,025$16.4M1.78%-63313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC56,636$16.3M1.76%+2,64613F-HRTimeline
EnRich Financial Partners LLC56,367$16.2M4.29%+1,45113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding55,999$16.1M+415Timeline
Field & Main Bank55,822$16M4.66%+3,31813F-HRTimeline
Argent Trust Co55,790$16M0.54%+20,87413F-HRTimeline
Towerpoint Wealth, LLC55,782$16M6.46%+64013F-HRTimeline
Parallel Advisors, LLC55,429$15.9M0.29%+32513F-HR/ATimeline
FIDUCIENT ADVISORS LLC55,286$15.9M2.08%+1,70113F-HRTimeline
James J. Burns & Company, LLC55,011$15.8M2.14%+2,22013F-HRTimeline
Brand Asset Management Group, Inc.54,114$15.5M4.04%+17713F-HRTimeline
Smith & Howard Wealth Management, LLC53,967$15.5M3.35%+4,81713F-HRTimeline
Core Wealth Advisors, Inc.53,861$15.5M3.69%+1,27913F-HRTimeline
Scott Capital Advisors, LLC51,980$15.4M3.13%+29813F-HRTimeline
TriaGen Wealth Management LLC53,653$15.4M4.21%+76813F-HRTimeline
New Insight Wealth Advisors53,142$15.3M5.47%-62613F-HRTimeline
Prospera Financial Services Inc53,051$15.3M0.25%+32313F-HRTimeline
jvl associates llc52,965$15.2M5.1%-50013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…52,913$15.2M0.97%-11513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC53,929$15.2M0.01%+6,59013F-HRTimelineGroup
ALLEN WEALTH MANAGEMENT, LLC52,316$15M7.52%+7,67613F-HRTimeline
AlphaCore Capital LLC52,304$15M0.36%-6,41813F-HRTimeline
James Reed Financial Services, Inc.52,181$15M12.97%-1,99413F-HRTimeline
Roof Eidam Maycock Peralta, LLC51,818$14.9M3.41%+2,26013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC51,778$14.9M0.07%+3,81713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.51,664$14.8M4.95%+65613F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS48,158$14.6M3.99%+2,33813F-HRTimeline
Fee-Only Financial Planning, L.C.50,451$14.5M8.75%-21213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…50,409$14.5M0.56%+9,14413F-HRTimelineGroup
Tarbox Family Office, Inc.50,251$14.4M2.34%-2,92713F-HRTimeline
JNBA Financial Advisors49,982$14.4M1.2%-39313F-HRTimeline
Belpointe Asset Management LLC49,901$14.3M0.52%+2,39213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV49,414$14.2M0.73%+1,26013F-HRTimeline
Advisory Services Network, LLC49,409$14.2M0.19%+9,98213F-HRTimeline
Avion Wealth49,233$14.1M2.92%+4,37913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC49,151$14.1M1.01%-1,42513F-HRTimeline
Freedom Financial Partners LLC49,017$14.1M5.01%+2,00013F-HRTimeline
STALEY CAPITAL ADVISERS INC48,966$14.1M0.6%+50413F-HRTimeline
CoreCap Advisors, LLC48,870$14M0.48%+4,21413F-HRTimeline
Whelan Financial48,645$14M4.34%+2,07113F-HRTimeline
Somnio Financial Group, LLC48,480$13.9M9.15%+1,12513F-HRTimeline
Financial Futures Ltd Liability Co.48,386$13.9M6.1%+3,28213F-HRTimeline
Aries Wealth Management47,854$13.7M3.02%+3,35813F-HRTimeline
ForthRight Wealth Management, LLC47,448$13.6M3.87%+37413F-HRTimeline
Patriot Financial Group Insurance Agenc…47,362$13.6M0.77%+23,71313F-HRTimeline
Avidian Wealth Enterprises, LLC47,154$13.5M0.43%-77313F-HRTimeline
Fortis Capital Advisors, LLC46,917$13.5M1.76%+2,37113F-HRTimeline
PINNACLE ASSOCIATES LTD46,882$13.5M0.17%+1713F-HRTimeline
Roundview Capital LLC46,786$13.4M0.84%+1,52013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC172,394$13.3M4.76%+130,24913F-HRTimeline
Fortitude Family Office, LLC46,276$13.3M2.99%+4,51713F-HRTimeline
Acropolis Investment Management, LLC46,048$13.2M0.58%-19713F-HRTimeline
Wheelhouse Advisory Group LLC45,998$13.2M4.38%+1,23413F-HRTimeline
CPA Asset Management Group, LLC45,846$13.2M4.42%+8,77313F-HRTimeline
Forum Private Client Group LLC45,622$13.1M4.38%+4,63713F-HRTimeline
Gibraltar Capital Management, Inc.45,657$13.1M2.26%+2,89913F-HRTimeline
Zuckerman Investment Group, LLC45,294$13M1.22%+2,67713F-HRTimeline
EP Wealth Advisors, LLC45,211$13M0.06%+7,04813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC44,952$12.9M3.52%+44,24513F-HRTimeline
Advyzon Investment Management, LLC44,845$12.9M1.15%-1913F-HRTimeline
Pearl Planning LLC44,153$12.7M6.78%+2,37913F-HRTimeline
HUB Investment Partners, LLC44,125$12.7M0.31%-4,47013F-HRTimeline
Avior Wealth Management, LLC46,048$12.7M0.36%-9,04213F-HRTimeline
Ironsides Asset Advisors, LLC43,920$12.6M3.16%+79413F-HRTimeline
Texas Yale Capital Corp.43,421$12.5M0.35%+15713F-HRTimeline
Black Diamond Financial, LLC43,150$12.4M1.35%+3713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC43,109$12.4M0.24%-1,33113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding162,359$12.3M+120,043Timeline
Rossmore Private Capital42,818$12.3M1.08%-82713F-HRTimeline
MANNING & NAPIER ADVISORS LLC42,758$12.3M0.17%+5,84913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC42,739$12.3M0.75%-1,62013F-HRTimeline
Eagle Strategies LLC42,651$12.2M1.46%+29,58313F-HRTimeline
Beirne Wealth Consulting Services, LLC42,278$12.1M3.43%+6,85413F-HRTimeline
Kingsview Wealth Management, LLC42,248$12.1M0.17%-15213F-HRTimeline
Texas Capital Bank Wealth Management Se…42,178$12.1M0.72%+5,75713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC42,005$12.1M0.26%+12713F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC41,902$12M3.46%+1,76313F-HRTimeline
4Thought Financial Group Inc.41,677$12M5.92%-40013F-HRTimeline
JDM Financial Group LLC84,539$11.9M4.59%+1,63813F-HRTimeline
VSM Wealth Advisory, LLC41,275$11.9M3.54%+10713F-HRTimeline
Gateway Wealth Partners, LLC41,268$11.9M0.46%+40,02713F-HRTimeline
COZAD ASSET MANAGEMENT INC41,219$11.8M0.93%+16413F-HRTimeline
Koenig Investment Advisory, LLC41,200$11.8M10.05%-10313F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding40,932$11.8M+20,743Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …40,926$11.8M1.14%-4,54013F-HRTimelineGroup
Arkadios Wealth Advisors40,686$11.7M0.19%+1,65113F-HRTimeline
Noble Family Wealth, LLC40,652$11.7M2.41%+16813F-HR/ATimeline
MUSTICO FINANCIAL GROUP, INC.144,415$11.7M8.14%+110,26513F-HRTimeline
Coastline Complete Wealth LLC40,062$11.5M7.13%+3,55013F-HRTimeline
BAILARD, INC.39,868$11.4M0.26%-17313F-HRTimeline
Capital Planning LLC39,856$11.4M3.72%+5,59713F-HRTimeline
Arkos Global Advisors39,708$11.4M1.43%-30313F-HRTimeline
Milestone Investment Advisors LLC39,499$11.3M2.74%+5,25313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC39,431$11.3M0.05%+72313F-HRTimelineGroup
Alliance Wealth Advisors, LLC39,355$11.3M5.34%+4,47313F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC39,273$11.3M0.92%+6213F-HRTimeline
MGO ONE SEVEN LLC39,116$11.2M0.23%+3,04713F-HRTimeline
Councilor Wealth, LLC39,088$11.2M5.45%+1,69513F-HRTimeline
First Bancorp, Inc /ME/38,968$11.2M5.56%+81513F-HRTimeline
Horizons Wealth Management38,722$11.1M7.4%+27413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …38,511$11.1M1.45%+1,19113F-HRTimeline
Ruggaard & Associates LLC38,395$11M4.37%-18513F-HRTimeline
Bank of New Hampshire38,272$11M2.51%-37513F-HRTimeline
MOR Wealth Management, LLC38,009$10.9M5.01%-5613F-HRTimeline
Whitegate Investment Counselors, Inc.37,715$10.8M3.44%-613F-HRTimeline
ANDERSON HOAGLAND & CO37,545$10.8M0.93%-1,54013F-HRTimeline
David Kennon Inc37,537$10.8M3.87%+57213F-HRTimeline
Addis & Hill, Inc37,516$10.8M6.55%+74613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC36,894$10.6M0.8%+1,55113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding36,883$10.6M-631Timeline
Greenbush Financial Group, LLC36,781$10.6M3.5%+1,83613F-HRTimeline
Cedar Point Capital Partners, LLC36,697$10.5M6.85%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC36,365$10.4M0.76%+5,76113F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC36,324$10.4M2.2%+1,27413F-HRTimeline
F/m Investments LLC36,261$10.4M0.69%-6,71313F-HRTimeline
Valmark Advisers, Inc.36,046$10.4M0.12%+96413F-HRTimeline
Red Wave Investments LLC35,842$10.3M3.08%-2,02413F-HRTimeline
Beacon Financial Strategies CORP35,594$10.2M5.8%+2413F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…35,573$10.2M6.17%+1,84613F-HRTimeline
Uptown Financial Advisors LLC35,450$10.2M8.23%+3,54413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC35,437$10.2M0.08%+4,67213F-HRTimeline
Daner Wealth Management, LLC131,587$10.2M5.97%+98,33213F-HRTimeline
Legend Financial Advisors, Inc.35,354$10.2M6.55%+5,82013F-HRTimeline