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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
WALLER FINANCIAL PLANNING GROUP, INC32,241$8.52M2.15%+1,81613F-HRTimeline
Grove Bank & Trust32,165$8.5M1.18%+6,98913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…32,140$8.49M0.03%+1,93313F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC31,997$8.45M1.28%-2813F-HRTimeline
Principle Wealth Partners LLC31,927$8.43M0.59%+53913F-HRTimeline
Acropolis Investment Management, LLC31,874$8.42M0.5%-6413F-HRTimeline
O'Connor Financial Group LLC31,772$8.39M4.39%-16013F-HRTimeline
Kathleen S. Wright Associates Inc.31,750$8.39M3.49%+1,92713F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC31,452$8.31M6.6%+8,10013F-HRTimeline
HEADINVEST, LLC31,285$8.26M1.56%+2,23613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT31,184$8.24M0.14%-1,02413F-HRTimeline
Financial Management Professionals, Inc.30,925$8.17M1.03%+38513F-HRTimeline
Verus Financial Partners, Inc.30,756$8.08M0.91%-1,46113F-HRTimeline
Dakota Wealth Management30,537$8.07M0.19%+94913F-HRTimeline
FLC Capital Advisors30,419$8.03M1.85%+40913F-HRTimeline
Family Investment Center, Inc.30,267$7.99M2.03%-49213F-HRTimeline
Optas, LLC30,150$7.96M1.72%+44813F-HRTimeline
Texas Capital Bank Wealth Management Se…30,093$7.95M0.81%-3,78513F-HRTimeline
WARNER FINANCIAL, INC30,050$7.94M3.41%+58413F-HRTimeline
HARBOR ADVISORY CORP /MA/29,896$7.9M2.59%+4,24613F-HRTimeline
Caldwell Trust Co29,873$7.89M0.82%+42813F-HRTimeline
Qube Research & Technologies Ltd29,813$7.87M0.01%-1,37213F-HRTimeline
HOWE & RUSLING INC29,802$7.87M0.68%+84113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp29,695$7.84M0.03%+34713F-HRTimelineGroup
Nikulski Financial, Inc.29,683$7.84M2.3%+14313F-HRTimeline
Capital Investment Advisory Services, L…29,575$7.81M0.75%-1,52013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding29,572$7.81M+2,082Timeline
Uptown Financial Advisors LLC29,432$7.77M8.38%13F-HRTimeline
Crestwood Advisors Group, LLC29,379$7.76M0.15%+46813F-HRTimeline
CPA Asset Management Group, LLC29,318$7.74M3.6%+3,94613F-HRTimeline
EP Wealth Advisors, LLC29,222$7.72M0.06%+43213F-HRTimeline
XML Financial, LLC29,210$7.72M0.71%+1,77413F-HRTimeline
Greenbush Financial Group, LLC29,159$7.71M4.06%13F-HRTimeline
Visionary Wealth Advisors29,131$7.69M0.45%-26913F-HRTimeline
GILL CAPITAL PARTNERS, LLC28,888$7.63M2.74%-7913F-HRTimeline
1900 WEALTH MANAGEMENT LLC28,856$7.62M0.64%-77513F-HRTimeline
Chesley Taft & Associates LLC28,458$7.52M0.35%+25213F-HRTimeline
MorganRosel Wealth Management, LLC28,414$7.5M2.46%+71413F-HRTimeline
Beirne Wealth Consulting Services, LLC28,116$7.43M2.68%+11413F-HRTimeline
RKL Wealth Management LLC28,043$7.41M0.66%-2,82313F-HRTimeline
TruWealth Advisors, LLC27,975$7.39M0.45%-14513F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC27,834$7.35M0.85%-31313F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC27,805$7.34M3.31%13F-HRTimeline
Holos Integrated Wealth LLC27,766$7.33M5.01%13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…27,544$7.28M1.77%+13213F-HRTimeline
Bridgewealth Advisory Group, LLC26,211$7.25M2.05%+3,98413F-HRTimeline
Integrated Advisors Network LLC27,396$7.24M0.35%+43113F-HRTimeline
TSFG, LLC27,178$7.18M1.47%+79113F-HRTimeline
JNBA Financial Advisors27,168$7.18M0.73%-24213F-HRTimeline
Financial Engines Advisors L.L.C.27,122$7.16M0.02%+3,94413F-HRTimeline
BEAM WEALTH ADVISORS, INC.27,113$7.16M2.27%+79513F-HRTimeline
Advisory Services Network, LLC27,080$7.15M0.13%+1,11713F-HRTimeline
MGO ONE SEVEN LLC26,975$7.13M0.27%+2,18513F-HRTimeline
AMARA FINANCIAL, LLC.26,953$7.12M6.57%+1,80113F-HRTimeline
Benchmark Financial Wealth Advisors, LLC26,889$7.1M2.28%+62013F-HRTimeline
Blackston Financial Advisory Group, LLC26,880$7.1M3.54%-12613F-HRTimeline
CWM, LLCin group CWM, LLC26,879$7.1M0.03%+12,75113F-HRTimelineGroup
Creekside Partners26,790$7.08M3.67%+52513F-HRTimeline
WASHINGTON TRUST Co26,745$7.06M0.25%+1,85913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC26,724$7.06M0.12%+13,36213F-HRTimelineGroup
Bull Oak Capital, LLC26,680$7.05M3.92%+1,13513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC26,530$7.01M0.07%+1,13713F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC26,458$6.99M0.77%+65013F-HRTimeline
Aveo Capital Partners, LLC26,303$6.95M0.76%-28313F-HRTimeline
NWAM LLC26,299$6.95M0.43%+69213F-HRTimeline
FIDUCIARY ADVISORS, INC.26,212$6.92M6.97%13F-HRTimeline
Horizon Family Wealth, Inc.26,088$6.89M4.58%+1,73813F-HRTimeline
WMS Partners, LLC26,055$6.88M0.39%-81613F-HRTimeline
Bristlecone Advisors, LLC26,052$6.88M0.54%+41513F-HRTimeline
BRIGHTON JONES LLC26,032$6.88M0.2%+14,58413F-HR/ATimeline
May Hill Capital, LLC25,839$6.82M2.64%13F-HRTimeline
Fonville Wealth Management LLC25,776$6.81M2.25%+1,10913F-HRTimeline
Forum Private Client Group LLC25,768$6.78M3.02%+91513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI25,562$6.75M0.37%+75813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC25,479$6.73M0.91%+7813F-HRTimeline
Ameraudi Asset Management, Inc.25,430$6.72M3.71%-11,31313F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC25,205$6.66M2.15%-14913F-HRTimeline
UNITED BANK25,049$6.62M0.79%-78213F-HRTimeline
Federation des caisses Desjardins du Qu…25,004$6.6M0.03%+2,23813F-HRTimeline
MONECO ADVISORS, LLC24,608$6.5M0.69%-1,86413F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding24,607$6.5M-19,410Timeline
FIRST MERCHANTS CORP24,468$6.46M0.25%+48313F-HRTimeline
Drucker Wealth 3.0, LLC24,413$6.45M1.49%+7,24913F-HR/ATimeline
Compound Planning, Inc.24,327$6.43M0.32%+5,24213F-HRTimeline
SYNOVUS FINANCIAL CORP24,235$6.41M0.08%-20,41513F-HRTimeline
Gladstone Institutional Advisory LLC24,224$6.4M0.3%+1,39213F-HRTimeline
Walkner Condon Financial Advisors LLC24,094$6.36M1.29%-42013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC24,069$6.36M0.06%+18113F-HRTimeline
STEPH & CO24,015$6.34M2.14%-67113F-HRTimeline
Farrell Financial LLC24,000$6.34M4.53%-4713F-HRTimeline
Cascade Financial Partners, LLC23,848$6.3M0.82%-22813F-HRTimeline
CULBERTSON A N & CO INC23,827$6.29M1%+713F-HRTimeline
Wescott Financial Advisory Group, LLC23,720$6.27M0.65%-4,43513F-HRTimeline
Envision Financial LLC23,570$6.23M4.99%13F-HR/ATimeline
KFA Private Wealth Group, LLC23,508$6.21M2.6%-1,98413F-HRTimeline
Sowell Financial Services LLC23,507$6.21M0.33%-2,49613F-HRTimeline
Cypress Wealth Services, LLC23,474$6.2M1.25%-78513F-HRTimeline
Bernardo Wealth Planning LLC23,590$6.2M1.48%-10,97213F-HRTimeline
Capital Advantage, Inc.23,191$6.13M1.12%+1,73613F-HRTimeline
HARBOUR INVESTMENTS, INC.23,118$6.11M0.18%+1,04913F-HRTimeline
Ausdal Financial Partners, Inc.23,054$6.09M0.53%-73613F-HRTimeline
Gilman Hill Asset Management, LLC22,987$6.07M1.06%+3,81513F-HRTimeline
Sigma Planning Corp22,861$6.04M0.19%-31413F-HRTimeline
Lokken Investment Group LLC22,809$6.02M2.6%-69313F-HRTimeline
CAP Partners, LLC22,792$6.02M4.24%-17013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,732$6M0.05%+8813F-HRTimelineGroup
First PREMIER Bank22,711$6M1.53%-5713F-HRTimeline
Trinity Financial Advisors LLC22,565$5.95M2.26%+10,77313F-HRTimeline
One Capital Management, LLC22,434$5.93M0.2%-11013F-HRTimeline
MBL Wealth, LLC22,273$5.88M0.59%-33013F-HRTimeline
PAX Financial Group, LLC22,124$5.84M1.05%-1,28213F-HRTimeline
Councilor Wealth, LLC22,121$5.84M2.78%+1,97813F-HRTimeline
Latko Wealth Management, Ltd.21,896$5.78M3.43%-21913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC21,872$5.78M1%-43813F-HRTimeline
Kagan Cocozza Asset Management21,855$5.77M4.79%13F-HRTimeline
Mystic Asset Management, Inc.21,829$5.77M1.55%-1513F-HRTimeline
Rialto Wealth Management, LLC21,816$5.76M1.9%13F-HRTimeline
Grant Street Asset Management, Inc.21,468$5.67M1.48%+1,21313F-HRTimeline
Benchmark Wealth Management, LLC21,465$5.67M2.79%+4913F-HRTimeline
Retirement Planning Group, LLC21,266$5.62M0.28%-9,07113F-HRTimeline
DAVENPORT & Co LLC21,128$5.58M0.03%-21713F-HRTimeline
JACKSON SQUARE CAPITAL, LLC21,119$5.58M1.34%+11,26913F-HRTimeline
Strategic Investment Advisors / MI21,003$5.55M0.59%+1,54913F-HRTimeline
Perigon Wealth Management, LLC20,253$5.52M0.14%+48513F-HRTimeline
Robinswood Financial LLC20,741$5.48M2.07%-11913F-HRTimeline
William Mack & Associates, Inc.20,729$5.48M5.73%13F-HRTimeline
Algorithmic Investment Models, LLC20,727$5.47M4.22%013F-HRTimeline
Continuum Advisory, LLC20,707$5.47M0.7%+10113F-HRTimeline
Advisors Capital Management, LLC20,652$5.45M0.09%+3213F-HRTimeline
SPINNAKER TRUST20,637$5.45M0.34%+17613F-HRTimeline
Clayton Financial Group LLC20,616$5.45M1.96%+59713F-HRTimeline
Centurion Wealth Management LLC20,506$5.42M1.69%+5213F-HRTimeline
Destiny Wealth Partners, LLC20,505$5.42M0.88%+42713F-HRTimeline
Refined Wealth Management20,472$5.41M4.12%-14013F-HRTimeline
FDx Advisors, Inc.20,294$5.36M1.57%+11,42113F-HRTimeline
Kendall Capital Management20,042$5.29M1.55%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC20,040$5.29M0.08%-70513F-HRTimeline
Factor Wealth Management LTD20,008$5.28M1.75%13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC19,999$5.28M0.26%+2113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,991$5.28M0.04%+7,87013F-HRTimeline
Roger Wittlin Investment Advisory, LLC19,754$5.22M2.92%+8713F-HRTimeline
Sage Mountain Advisors LLC19,740$5.21M0.38%+1,78913F-HRTimeline
RFG Advisory, LLC19,716$5.21M0.15%-1,19513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC19,666$5.19M0.6%+13,77013F-HRTimeline
Merriman Wealth Management, LLC19,529$5.16M0.21%-66013F-HRTimeline
D.B. Root & Company, LLC19,475$5.14M1.64%new13F-HRTimeline
SCOTIA CAPITAL INC.19,445$5.14M0.03%-3013F-HRTimeline
Mutual Advisors, LLC18,846$5.13M0.15%-1,67113F-HRTimeline
MARQUETTE ASSOCIATES, INC.19,226$5.08M4.21%+66013F-HRTimeline
GFS Advisors, LLC19,135$5.05M0.77%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,098$5.04M0.28%-31313F-HR/ATimelineGroup
King Wealth Management Group18,977$5.01M0.73%+2,26813F-HRTimeline
Legacy Edge Advisors, LLC18,968$5.01M0.8%+1,35613F-HRTimeline
BBR PARTNERS, LLC18,954$5.01M0.35%+1813F-HRTimeline
Regal Investment Advisors LLC18,937$5M0.38%-2,76613F-HRTimeline
Lindbrook Capital, LLC18,895$4.99M0.45%-18013F-HRTimeline
Family Legacy, Inc.18,631$4.96M1.68%-2713F-HRTimeline
Spectrum Investment Advisors, Inc.18,668$4.93M3.29%+47813F-HRTimeline
Gleason Group, Inc.18,498$4.89M0.86%+7513F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …18,348$4.85M0.25%+1,10013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…18,344$4.85M0.65%+34613F-HRTimeline
S.A. Mason LLC18,290$4.83M2.54%-4113F-HRTimeline
MESIROW FINANCIAL INVESTMENT MANAGEMENT…18,226$4.81M4.89%-1,79213F-HRTimeline
SVB WEALTH LLC18,132$4.79M0.09%new13F-HRTimeline
VestGen Investment Management18,054$4.77M1.3%-1,03313F-HRTimeline
Accelerate Investment Advisors LLC18,045$4.77M4.2%+87413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17,857$4.72M0.31%-4413F-HRTimelineGroup
BKM Wealth Management, LLC17,792$4.7M1.93%-56013F-HRTimeline
Narus Financial Partners, LLC17,720$4.68M1.58%+76213F-HRTimeline
Keystone Financial Group17,703$4.68M0.46%+8913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC17,666$4.67M0.94%-1,90913F-HRTimeline
Meridian Financial Advisors, LLC17,601$4.65M3.21%-28513F-HRTimeline
TrinityPoint Wealth, LLC17,576$4.64M0.65%+28913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…17,477$4.62M0.76%-3,03613F-HRTimeline
MATHER GROUP, LLC.17,433$4.6M0.06%+28613F-HRTimeline
Shorepoint Capital Partners LLC17,413$4.6M1.05%-18213F-HRTimeline
FIRST UNITED BANK & TRUST17,313$4.57M1.66%+1,08313F-HRTimeline
Marathon Strategic Advisors, LLC17,154$4.53M4.9%-14813F-HRTimeline
White Lighthouse Investment Management …16,913$4.47M0.78%+51613F-HRTimeline
Pacific Center for Financial Services16,910$4.47M1.15%-24513F-HRTimeline
WP Advisors, LLC16,845$4.45M1.48%+1,16413F-HRTimeline
Argent Trust Co16,844$4.45M0.18%+62713F-HRTimeline
Berkeley Capital Partners, LLC16,817$4.44M1.23%+21613F-HRTimeline
SMITH, MOORE & CO.16,724$4.42M0.4%-1,08613F-HRTimeline
CITY HOLDING CO16,495$4.36M0.62%+68113F-HRTimeline
Colorado Capital Management, Inc.16,480$4.35M2.11%+6,11313F-HRTimeline
UPTICK PARTNERS, LLC16,480$4.35M1.58%+63013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp16,475$4.35M0.03%+8,77013F-HRTimelineGroup
Marcum Wealth, LLC16,456$4.35M0.38%-9913F-HRTimeline
Atria Investments, Inc16,406$4.33M0.05%+48513F-HRTimeline
RWA WEALTH PARTNERS, LLC16,360$4.32M0.05%+1,67913F-HRTimeline
PHILADELPHIA TRUST CO16,355$4.32M0.32%013F-HRTimeline
Cascades Capital Asset Management, LLC16,333$4.31M2.3%+1,90813F-HRTimeline
Americana Partners, LLC16,291$4.3M0.18%-19,50413F-HRTimeline
Veridan Wealth LLC15,666$4.3M2.02%13F-HRTimeline
Rockingstone Advisors LLC16,276$4.3M1.9%+73113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…16,243$4.29M0.03%-47913F-HRTimeline
Fortis Group Advisors, LLC16,169$4.27M0.8%-28913F-HRTimeline
Innovative Wealth Building LLC16,156$4.27M3.86%13F-HRTimeline
Gainplan LLC16,117$4.26M1.62%-36613F-HRTimeline