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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
Modern Wealth Management, LLC16,052$4.24M0.16%-51313F-HR/ATimeline
Grandview Asset Management LLC16,033$4.24M1.55%new13F-HRTimeline
RW Investment Management LLC15,929$4.21M0.51%-30313F-HRTimeline
Wilson & Boucher Capital Management, LLC15,906$4.2M2.98%+49013F-HRTimeline
Silverleafe Capital Partners, LLC15,886$4.2M1.33%+3,82013F-HRTimeline
Arete Wealth Advisors, LLC15,884$4.19M0.3%+7,52613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,877$4.19M1.21%13F-HRTimeline
AdvisorNet Financial, Inc15,766$4.16M0.35%+1,86113F-HRTimeline
FinDec Wealth Services, Inc.15,529$4.1M2.85%-3,60213F-HRTimeline
MY Wealth Management Inc.15,526$4.1M4.1%-7713F-HRTimeline
BEARING POINT CAPITAL, LLC15,493$4.09M0.85%13F-HRTimeline
Mokosak Advisory Group, LLC15,416$4.07M1.22%-30413F-HRTimeline
Salomon & Ludwin, LLC15,379$4.06M0.43%-34213F-HRTimeline
Foster Victor Wealth Advisors, LLC14,806$4.05M0.31%-67013F-HRTimeline
BCGM Wealth Management, LLC15,342$4.05M1.29%-6013F-HRTimeline
Ellenbecker Investment Group15,251$4.03M0.72%-30313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC15,219$4.02M0.38%+15613F-HR/ATimeline
Gradient Capital Advisors, LLC15,183$4.01M1.29%+37013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC15,182$4.01M2.03%-23613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC15,178$4.01M0.32%-18413F-HRTimeline
Composition Wealth, LLC15,088$3.99M0.08%-1,51613F-HRTimeline
COUNTRY CLUB BANK14,964$3.95M0.26%+77313F-HRTimeline
Wilmington Savings Fund Society, FSB14,879$3.93M0.07%+3,50713F-HRTimeline
Snowden Capital Advisors LLC14,773$3.9M0.12%+1,29213F-HRTimeline
Alesco Advisors, LLC, An ESL Co14,771$3.9M0.12%-6913F-HRTimeline
Cornerstone Management, Inc.14,742$3.89M0.75%new13F-HRTimeline
Evercore Wealth Management, LLC14,731$3.89M0.06%-98013F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC14,564$3.85M1.28%+36013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC14,562$3.85M0.54%-37513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,547$3.84M0.1%+57913F-HRTimelineGroup
Hofer & Associates. Inc14,526$3.84M2.58%-1413F-HRTimeline
John W. Brooker & Co., CPAs14,511$3.83M1.65%-47113F-HRTimeline
Cornerstone Wealth Management, LLC14,495$3.83M0.26%+1,02713F-HRTimeline
Conservest Capital Advisors, Inc.14,439$3.81M0.39%-51313F-HRTimeline
Valeo Financial Advisors, LLC14,424$3.81M0.11%+94513F-HRTimeline
Fjell Capital, LLC14,302$3.78M3.9%13F-HRTimeline
AE Wealth Management LLC14,267$3.77M0.03%-17,34513F-HRTimeline
Partners in Financial Planning14,260$3.77M0.77%+3413F-HRTimeline
FIRST FINANCIAL CORP /IN/14,239$3.76M1.75%+2,67813F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.14,216$3.76M1.89%+7913F-HRTimeline
Five Pine Wealth Management14,158$3.74M3.15%13F-HRTimeline
Pine Valley Investments Ltd Liability Co14,146$3.74M0.24%+5,11713F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC14,102$3.72M3.53%13F-HRTimeline
WEDBUSH SECURITIES INC14,095$3.72M0.13%+5,24113F-HRTimeline
My Personal CFO, LLC14,054$3.71M1.9%+2,47913F-HRTimeline
Verdence Capital Advisors LLC14,048$3.71M0.3%+2,12913F-HRTimeline
Legacy Advisors, LLC14,045$3.71M0.36%-16913F-HRTimeline
GC Wealth Management RIA, LLC14,002$3.7M0.65%+1,20113F-HRTimeline
Lion Street Advisors, LLC13,994$3.7M1.18%+1,43413F-HRTimeline
Pinnacle Financial Group, LLC / IL13,939$3.68M1.44%+1,94913F-HRTimeline
Beacon Bridge Wealth Partners, LLC13,853$3.66M1.55%-31513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…13,785$3.64M0.62%+5413F-HRTimeline
Greenwich Wealth Management LLC13,768$3.64M0.26%+12013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding13,766$3.64M-45Timeline
Marshall & Sterling Wealth Advisors Inc.13,762$3.63M2.51%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,748$3.63M0.15%+52213F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC13,736$3.63M0.05%-56913F-HRTimeline
WESCAP Management Group, Inc.13,711$3.62M0.88%+8413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,663$3.61M0.19%+14113F-HRTimeline
ADAPT WEALTH ADVISORS, LLC13,649$3.61M1.77%-13513F-HRTimeline
Peninsula Wealth, LLC13,557$3.58M0.61%+5813F-HRTimeline
Vista Cima Wealth Management LLC13,515$3.57M3.71%13F-HRTimeline
Vickerman Investment Advisors, Inc.13,500$3.57M0.97%-33713F-HRTimeline
Aptus Capital Advisors, LLC13,440$3.55M0.04%+3,96413F-HRTimeline
Alliance Wealth Advisors, LLC13,341$3.52M2.02%+53513F-HRTimeline
Summit Financial Wealth Advisors, LLC12,824$3.52M0.69%-20613F-HRTimeline
KCM INVESTMENT ADVISORS LLC13,272$3.51M0.12%-38013F-HRTimeline
Omnia Family Wealth, LLC13,257$3.5M1.45%013F-HR/ATimeline
STOCK YARDS BANK & TRUST CO13,207$3.49M0.12%-39413F-HRTimeline
Newman Dignan & Sheerar, Inc.13,119$3.47M0.89%+26313F-HRTimeline
Allen Mooney & Barnes Investment Adviso…13,110$3.46M0.58%-60513F-HRTimeline
FIRST AMERICAN BANK12,975$3.43M0.24%+46113F-HRTimeline
Capital Advisors Wealth Management, LLC12,828$3.39M0.6%-30013F-HRTimeline
Secure Asset Management, LLC12,811$3.38M0.51%+26413F-HRTimeline
IHT Wealth Management, LLC12,777$3.37M0.11%-4,95013F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,701$3.35M0.08%-11013F-HRTimeline
IFP Advisors, Inc12,673$3.35M0.11%+3713F-HRTimeline
Arkadios Wealth Advisors12,613$3.33M0.18%-6,59213F-HRTimeline
WEALTH ALLIANCE, LLC12,582$3.32M0.4%+13713F-HRTimeline
Carrera Capital Advisors12,555$3.32M0.78%+35513F-HRTimeline
Plan A Wealth LLC12,533$3.31M3.03%13F-HRTimeline
Eagle Strategies LLC12,470$3.29M0.57%+9,80013F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,454$3.29M1.66%+62913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,367$3.27M0.05%+1,87813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC12,358$3.26M0.25%-1,08213F-HRTimeline
Great Lakes Retirement, Inc.12,335$3.26M0.42%+59113F-HRTimeline
Financial Insights, Inc.12,236$3.23M1.2%-1,34913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,175$3.22M0.07%+25213F-HRTimelineGroup
Richmond Investment Services, LLC12,174$3.22M1.81%13F-HRTimeline
Brown Miller Wealth Management, LLC12,161$3.21M1.23%+51313F-HRTimeline
DIVERSIFIED TRUST CO12,148$3.21M0.08%+1,24713F-HRTimeline
Brio Consultants, LLC12,107$3.2M0.5%-44113F-HRTimeline
SOA Wealth Advisors, LLC.12,090$3.19M0.59%-10613F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,064$3.19M0.01%-5,67113F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…12,061$3.19M0.3%-14413F-HRTimeline
Koshinski Asset Management, Inc.12,034$3.18M0.29%+69313F-HRTimeline
Mayflower Financial Advisors, LLC11,952$3.16M0.47%-32813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT11,936$3.15M0.21%+813F-HRTimelineGroup
Geneos Wealth Management Inc.11,891$3.14M0.11%+84913F-HRTimeline
Lane & Associates LLC11,286$3.11M1.61%-80613F-HRTimeline
AAF Wealth Management, LLC11,756$3.11M1.57%-6613F-HR/ATimeline
WEALTHSPAN PARTNERS, LLC11,740$3.1M1.48%-71313F-HRTimeline
CURIO WEALTH, LLC11,739$3.1M1.67%13F-HRTimeline
Wood Tarver Financial Group, LLC11,732$3.1M1.04%13F-HRTimeline
Armbruster Capital Management, Inc.11,723$3.1M0.63%-4,39913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC11,701$3.09M0.81%13F-HRTimeline
Capital Management Associates, Inc11,667$3.08M1.15%-2,10313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,632$3.07M0.07%+2,02113F-HRTimelineGroup
Magnus Financial Group LLC11,631$3.07M0.3%-913F-HRTimeline
MIdWestOne Financial Group, Inc.11,606$3.07M0.43%013F-HRTimeline
Glass Jacobson Investment Advisors llc11,601$3.06M1.01%-6,79313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bank of Marin11,595$3.06M2.42%-38013F-HRTimeline
GEM Asset Management, LLC11,557$3.05M1.7%-18113F-HRTimeline
St. Louis Trust Co11,465$3.03M0.43%-45413F-HRTimeline
Flywheel Private Wealth LLC11,454$3.03M2.78%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,348$3M0.24%+28313F-HRTimeline
Hexagon Capital Partners LLC11,346$3M0.54%+11,20913F-HRTimeline
Objective Capital Management, LLC11,281$2.98M1.99%+10913F-HRTimeline
NWF Advisory Services Inc.11,209$2.96M0.43%+5313F-HRTimeline
ADVOCATE GROUP LLC11,200$2.96M0.56%+66413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT11,167$2.95M0.36%-11513F-HRTimeline
GoalFusion Wealth Management, LLC11,155$2.95M1.61%+40113F-HRTimeline
Duncan Williams Asset Management, LLC11,122$2.94M1.16%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…11,111$2.93M0.14%+213F-HRTimeline
Wealthfront Advisers LLC11,099$2.93M0.01%+1,19013F-HR/ATimeline
Strategic Family Wealth Counselors, L.L…11,019$2.91M0.95%+31513F-HRTimeline
Revolve Wealth Partners, LLC11,018$2.91M0.43%+5913F-HR/ATimeline
EVOKE WEALTH, LLC11,009$2.91M0.08%+2,27113F-HRTimeline
Meridian Wealth Management, LLC11,006$2.91M0.14%+1,10813F-HRTimeline
Financial Freedom, LLC10,980$2.9M1.53%+10713F-HRTimeline
Cannon Wealth Management Services, LLC10,550$2.9M2.5%+1,17213F-HRTimeline
Fusion Family Wealth, LLC10,969$2.9M0.27%+2813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC10,900$2.88M0.13%+1,47513F-HRTimeline
Bryn Mawr Trust Advisors, LLC10,865$2.87M0.15%-11413F-HR/ATimeline
TPG Financial Advisors, LLC10,818$2.86M1.24%+13513F-HRTimeline
Investor's Fiduciary Advisor Network, L…10,816$2.86M1.09%13F-HRTimeline
Topel & Distasi Wealth Management, LLC10,800$2.85M1.22%-74413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,775$2.85M0.11%-10713F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…10,770$2.84M0.42%+8313F-HRTimeline
PFG Advisors10,656$2.81M0.17%+13113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp10,623$2.81M0.01%013F-HRTimelineGroup
Cyndeo Wealth Partners, LLC10,604$2.8M0.19%+28213F-HRTimeline
American Money Management, LLC10,595$2.8M0.55%-13913F-HRTimeline
Krilogy Financial LLC10,587$2.8M0.19%+31213F-HRTimeline
CONNING INC.in group CONNING INC.10,535$2.78M0.1%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.10,519$2.78M<0.01%+1,97513F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC10,453$2.76M0.96%-6213F-HRTimeline
Edge Capital Group, LLC10,449$2.76M0.14%+1,11613F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC10,428$2.75M1.11%+66813F-HRTimeline
Retirement Planning Co of New England, …10,413$2.75M1.33%-9413F-HRTimeline
CWS Financial Advisors, LLC10,362$2.74M0.89%+9,00813F-HRTimeline
City State Bank10,342$2.73M0.96%+47113F-HRTimeline
DUNCKER STREETT & CO INC10,262$2.71M0.5%-44713F-HRTimeline
Legacy PCG, LLC10,239$2.7M1.92%-37813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,212$2.7M0.04%+5213F-HRTimelineGroup
UMB Bank, n.a.10,211$2.7M0.04%-1,23013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TRANSCEND CAPITAL ADVISORS, LLC10,138$2.68M0.19%+2,41313F-HRTimeline
Focus Financial Network, Inc.10,126$2.67M0.11%-25013F-HRTimeline
IEQ CAPITAL, LLC10,121$2.67M0.03%+98013F-HRTimeline
Joel Adams & Associates, Inc.10,120$2.67M2.43%13F-HRTimeline
Scott & Selber, Inc.10,102$2.67M0.8%new13F-HRTimeline
PFW Advisors LLC10,083$2.66M0.82%13F-HRTimeline
First National Trust Co10,010$2.64M0.1%-2913F-HRTimeline
Orion Porfolio Solutions, LLC10,007$2.64M0.03%+3,09313F-HRTimeline
Orion Portfolio Solutions, LLC10,007$2.64M0.03%+3,09313F-HRTimeline
Goelzer Investment Management, Inc.10,000$2.64M0.15%-73213F-HRTimeline
REDW Wealth LLC9,952$2.63M0.91%-5,25213F-HRTimeline
FreeGulliver LLC9,933$2.62M1.37%+44013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,933$2.62M0.65%+20913F-HRTimelineGroup
SWP FINANCIAL LLC9,863$2.61M1.57%-9313F-HRTimeline
Peak Asset Management, LLC9,862$2.6M0.48%-25113F-HRTimeline
BCM ADVISORS, LLC9,355$2.59M0.58%+20613F-HRTimeline
Abbot Financial Management, Inc.9,803$2.59M1.29%-11013F-HRTimeline
INVESTMENT PARTNERS, LTD.9,789$2.59M1.06%-24513F-HRTimeline
Stonegate Investment Group, LLC9,750$2.58M0.07%+25913F-HRTimeline
PCA Investment Advisory Services Inc.9,734$2.57M1.19%-26713F-HRTimeline
Missouri Trust & Investment Co9,713$2.57M0.9%-2913F-HRTimeline
Soltis Investment Advisors LLC9,685$2.56M0.24%+2513F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC9,679$2.56M1.77%-18613F-HRTimeline
Linscomb Wealth, Inc.9,675$2.56M0.13%-5813F-HRTimeline
New Perspectives, Inc9,657$2.55M1.37%-2813F-HRTimeline
Quantinno Capital Management LP9,656$2.55M0.03%+2,83013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV9,643$2.55M0.75%+77613F-HRTimeline
Welch & Forbes LLC9,601$2.54M0.03%-21113F-HRTimeline
Sound View Wealth Advisors Group, LLC9,601$2.54M0.2%-15913F-HRTimeline
Ridgewood Investments LLC9,585$2.53M1.22%+42713F-HRTimeline
IFS Advisors, LLC9,496$2.51M1.97%+6513F-HRTimeline
MONEYWISE, INC.9,496$2.51M1.26%-44313F-HRTimeline
Haverford Trust Co9,478$2.5M0.02%+1,34213F-HRTimeline
High Net Worth Advisory Group LLC9,470$2.5M0.7%+33313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP9,071$2.49M0.38%-10013F-HRTimeline
Apex Wealth Management, LLC9,440$2.49M2.15%13F-HRTimeline
Maltin Wealth Management, Inc.9,431$2.49M1.22%+72813F-HRTimeline
Frank, Rimerman Advisors LLC9,405$2.48M0.18%+39113F-HRTimeline
Beckerman Institutional, LLC9,367$2.47M1.98%+64313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,336$2.47M<0.01%+2,84913F-HRTimelineGroup
Columbus Macro, LLC9,332$2.46M0.34%-20513F-HRTimeline
Transcendent Capital Group LLC9,186$2.43M1.26%-17413F-HRTimeline
Mason & Associates Inc9,180$2.42M0.57%+1,06813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…9,141$2.41M0.08%+5213F-HRTimelineGroup