Skip to content
Disclosery

VO VANGUARD INDEX FDS

Follow

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
CM WEALTH ADVISORS LLC9,100$2.4M0.79%+2413F-HRTimeline
CRUX WEALTH ADVISORS9,089$2.4M1.34%13F-HRTimeline
Financial Advocates Investment Manageme…9,064$2.39M0.14%-1,55813F-HRTimeline
IFG Advisors, LLC9,048$2.39M0.48%+3313F-HRTimeline
Main Street Financial Solutions, LLC9,045$2.39M0.24%-2,44213F-HRTimeline
Wells Financial Advisors INC9,008$2.38M3.24%-1,43913F-HRTimeline
Dogwood Wealth Management LLC8,970$2.37M1.25%+2013F-HRTimeline
Intellectus Partners, LLC8,963$2.37M0.53%+10513F-HRTimeline
Index Fund Advisors, Inc.8,858$2.34M0.13%-2913F-HRTimeline
Fingerlakes Wealth Management, Inc.8,804$2.33M1.88%-5513F-HRTimeline
Robertson Stephens Wealth Management, L…8,802$2.32M0.08%-12213F-HRTimeline
ERn Financial, LLC8,764$2.31M0.35%-25613F-HRTimeline
West Financial Advisors, LLC8,682$2.29M0.44%-5713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,640$2.28M0.08%-8613F-HRTimeline
Accredited Wealth Management, LLC8,634$2.28M2%13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,612$2.27M1.51%-4113F-HRTimeline
APPLETON PARTNERS INC/MA8,539$2.25M0.17%-2,00013F-HRTimeline
Bangor Savings Bank8,535$2.25M0.21%+1,36813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC8,530$2.25M0.33%+4113F-HRTimeline
Certified Advisory Corp8,508$2.25M0.24%+4913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,505$2.25M0.14%-40713F-HRTimeline
Boyd Wealth Management, LLC8,485$2.24M1.11%-2313F-HRTimeline
Graves Light Lenhart Wealth, Inc.8,473$2.24M0.28%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.8,468$2.24M1.17%+43413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,421$2.22M0.02%+14113F-HRTimelineGroup
Heritage Wealth Advisors8,399$2.22M0.11%+7113F-HRTimeline
Columbia Asset Management8,398$2.22M0.42%+23213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,377$2.21M0.04%+3213F-HRTimeline
Dana Investment Advisors, Inc.8,323$2.2M0.07%-19013F-HRTimeline
DeDora Capital, Inc.8,321$2.2M0.6%+17613F-HRTimeline
TRUST CO OF VERMONT8,314$2.2M0.11%+1,10913F-HRTimeline
SeaCrest Wealth Management, LLC8,178$2.16M0.23%+68013F-HRTimeline
Patten Group, Inc.8,170$2.16M0.48%-2513F-HRTimeline
Aureus Asset Management, LLC8,089$2.14M0.14%+52413F-HRTimeline
Intergy Private Wealth, LLC8,087$2.14M0.8%+18513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,085$2.14M0.13%013F-HRTimelineGroup
WEST BANCORPORATION INC8,075$2.13M1.4%+1,16113F-HRTimeline
Operose Advisors LLC8,060$2.13M0.73%+3,46313F-HRTimeline
Modus Advisors, LLC8,031$2.12M0.66%-3413F-HRTimeline
SAPIENT CAPITAL LLC7,993$2.11M0.04%+5,34013F-HRTimeline
Wealth Dimensions Group, Ltd.7,968$2.1M0.52%+15713F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC7,947$2.1M1.75%+2213F-HRTimelineGroup
Simplicity Wealth,LLC7,930$2.09M0.44%+1,63113F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co7,853$2.07M0.18%+49113F-HRTimelineGroup
N.E.W. Advisory Services LLC7,849$2.07M0.2%+30413F-HRTimeline
PITCAIRN COin group PITCAIRN CO7,825$2.07M0.12%013F-HRTimelineGroup
PLANNING DIRECTIONS INC7,808$2.06M1.2%+56113F-HRTimeline
New Century Financial Group, LLC7,691$2.05M0.87%-91813F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …7,772$2.05M0.66%-31813F-HRTimeline
Portland Financial Advisors Inc7,725$2.04M5.49%13F-HRTimeline
Mittelman Wealth Management7,702$2.03M1.89%-6,87113F-HRTimeline
Petix & Botte Co7,683$2.03M0.53%-1613F-HRTimeline
Northern Capital Management, Inc.7,670$2.03M1.24%+55013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC7,663$2.02M0.38%-17913F-HRTimeline
STEVENS CAPITAL PARTNERS7,658$2.02M0.92%-11213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,655$2.02M0.33%+27513F-HRTimeline
Anchor Investment Management, LLC7,644$2.02M0.19%-5613F-HRTimeline
Farther Finance Advisors, LLC7,642$2.02M0.07%-13,99713F-HRTimeline
Harbor Group, Inc.7,638$2.02M0.45%+62013F-HRTimeline
New Covenant Trust Company, N.A.7,603$2.01M1.99%-1813F-HRTimeline
PRIVATE TRUST CO NA7,552$1.99M0.2%+1,61113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC7,512$1.98M0.77%-1313F-HRTimeline
Allegiance Financial Group Advisory Ser…7,453$1.97M0.64%-9813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC7,453$1.97M0.13%-1,62313F-HRTimeline
Gibson Capital, LLC7,438$1.96M0.4%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC7,435$1.96M1.05%+2,90713F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.7,428$1.96M1.5%13F-HRTimeline
Covington Investment Advisors Inc.7,366$1.95M0.29%+20913F-HR/ATimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,365$1.95M0.24%-5313F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,350$1.94M0.13%+5,17913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC7,343$1.94M0.11%-25513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC7,342$1.94M0.26%+35413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,272$1.92M<0.01%+3,52713F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC7,267$1.92M0.13%-1813F-HRTimeline
Leelyn Smith, LLC7,243$1.91M0.34%013F-HRTimeline
Greenline Partners, LLC7,212$1.9M0.27%-1213F-HRTimeline
Reliant Investment Partners, LLC7,208$1.9M1.69%13F-HRTimeline
LexAurum Advisors, LLC7,201$1.9M0.38%+2,32713F-HRTimeline
Bragg Financial Advisors, Inc7,196$1.9M0.08%-16013F-HRTimeline
Sequoia Financial Advisors, LLC7,172$1.89M0.02%+18313F-HR/ATimeline
Journey Advisory Group, LLC7,823$1.89M0.23%013F-HRTimeline
Dorsey & Whitney Trust CO LLC7,113$1.88M0.1%+74213F-HRTimeline
Stablepoint Partners, LLC7,084$1.87M0.34%+1013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…7,074$1.87M0.67%+79913F-HRTimeline
YARGER WEALTH STRATEGIES, LLC7,067$1.87M1.08%-3213F-HRTimeline
Beaumont Financial Advisors, LLC7,046$1.86M0.14%+1713F-HRTimeline
PFG Investments, LLC6,991$1.85M0.11%+75113F-HRTimeline
Wisconsin Wealth Advisors, LLC6,985$1.84M2.72%13F-HRTimeline
Affiance Financial, LLC6,982$1.84M0.44%+18413F-HRTimeline
Ironwood Financial, llc6,982$1.84M0.39%013F-HRTimeline
Callan Capital, LLC6,972$1.84M0.13%-1,25713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,922$1.83M0.98%-2,50713F-HRTimeline
Caitlin John, LLC6,907$1.82M1.24%-20513F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,906$1.82M0.06%+1,82513F-HRTimeline
Next Level Private LLC6,870$1.81M0.73%-213F-HRTimeline
Weil Company, Inc.6,856$1.81M0.63%+1,76313F-HRTimeline
CHB Investment Group, LLC6,847$1.81M0.98%-36013F-HRTimeline
Swisher Financial Concepts, Inc.6,804$1.8M2.12%-36,44913F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,776$1.79M0.21%013F-HRTimeline
Perennial Investment Advisors, LLC6,754$1.78M0.21%+86113F-HRTimeline
Hurlow Wealth Management Group, Inc.6,721$1.78M0.55%+2313F-HRTimeline
OFC FINANCIAL PLANNING, LLC6,674$1.76M1.86%13F-HRTimeline
BOSTON FAMILY OFFICE LLC6,633$1.75M0.12%+22813F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…6,484$1.75M1.24%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,592$1.74M0.87%+1,58113F-HRTimeline
CW Advisors, LLC6,577$1.74M0.02%+67213F-HRTimeline
Asset Dedication, LLC6,565$1.73M0.14%+29013F-HRTimeline
Grange Capital, LLC6,561$1.73M1.82%13F-HRTimeline
Sachetta, LLC6,561$1.73M0.68%-7113F-HRTimeline
LINCOLN CAPITAL CORP6,560$1.73M0.71%-2213F-HRTimeline
Compass Ion Advisors, LLC6,551$1.73M0.21%+19513F-HRTimeline
VeraBank, N.A.6,531$1.73M0.49%-40313F-HRTimeline
Fermata Advisors, LLC6,514$1.72M0.32%+1,11813F-HRTimeline
VIAWEALTH, LLC6,504$1.72M1.04%-7613F-HRTimeline
RMR Capital Management, LLC6,500$1.72M1.28%+3313F-HRTimeline
Sandy Spring Bank6,468$1.71M0.07%-1113F-HRTimeline
Summit Financial Strategies, Inc.6,449$1.7M0.19%+58013F-HRTimeline
Adero Partners, LLC6,438$1.7M0.11%-69513F-HRTimeline
Montis Financial, LLC6,419$1.7M0.52%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.6,383$1.69M0.21%+913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,370$1.68M0.16%+2,77813F-HRTimeline
GREAT LAKES ADVISORS, LLC6,338$1.67M0.01%+10113F-HRTimeline
Fortis Capital Management LLC6,332$1.67M0.31%+37413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,328$1.67M0.05%-1913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,323$1.67M0.05%+1,70713F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…6,291$1.66M0.66%+6,10813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC6,279$1.66M0.03%+47213F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC6,241$1.65M0.1%+1013F-HRTimeline
Private Portfolio Partners LLC6,218$1.64M0.3%+12313F-HRTimeline
LongView Wealth Management6,204$1.64M0.5%+713F-HRTimeline
MEMBERS WEALTH LLC5,952$1.64M1.22%13F-HRTimeline
Royal Fund Management, LLC6,131$1.64M0.18%-6,03313F-HRTimeline
Segment Wealth Management, LLC6,184$1.63M0.11%+713F-HRTimeline
Williams Jones Wealth Management, LLC.6,182$1.63M0.02%+2,32713F-HRTimeline
COURIER CAPITAL LLC6,123$1.62M0.11%+76913F-HRTimeline
FF Advisors,LLC5,850$1.62M1.11%-30513F-HRTimeline
Hilltop National Bank6,103$1.61M0.48%+1,76413F-HRTimeline
Strata Wealth Advisors, LLC6,097$1.61M0.51%+69913F-HRTimeline
Security Financial Services, INC.6,079$1.61M0.33%-33113F-HRTimeline
Checchi Capital Advisers, LLC6,076$1.6M0.12%+27413F-HRTimeline
ROMANO BROTHERS AND COMPANY6,040$1.6M0.2%+17613F-HRTimeline
ADIRONDACK TRUST CO6,038$1.59M0.61%013F-HRTimeline
Hidden Cove Wealth Management, LLC6,033$1.59M1.29%13F-HRTimeline
Mission Creek Capital Partners, Inc.6,023$1.59M0.35%+1,02213F-HRTimeline
McKinley Carter Wealth Services, Inc.6,016$1.59M0.1%-1813F-HRTimeline
Laraway Financial Advisors Inc5,985$1.58M1.22%-3913F-HRTimeline
SageView Advisory Group, LLC5,978$1.58M0.07%+1,25613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,968$1.58M0.06%+17513F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC5,961$1.57M0.12%+3813F-HRTimeline
Mascagni Wealth Management, Inc.6,068$1.57M1.56%13F-HR/ATimeline
KELLEHER FINANCIAL ADVISORS5,919$1.56M0.59%-48013F-HRTimeline
Clarity Capital Advisors, LLC5,914$1.56M1.05%+3,48713F-HRTimeline
BOS Asset Management, LLC5,914$1.56M0.56%-7513F-HRTimeline
Opulen Financial Group LLC5,900$1.56M1.42%13F-HRTimeline
B & T Capital Management DBA Alpha Capi…5,886$1.55M0.28%+25813F-HRTimeline
Rehmann Capital Advisory Group5,875$1.55M0.1%+10813F-HRTimeline
Addison Advisors LLC5,830$1.54M0.43%-4613F-HRTimeline
Sincerus Advisory, LLC5,829$1.54M1.65%13F-HRTimeline
SoundView Advisors Inc.5,825$1.54M0.63%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,812$1.54M0.11%-43613F-HRTimelineGroup
Aspen Investment Management Inc5,801$1.53M0.71%013F-HRTimeline
Camelot Portfolios, LLC5,794$1.53M1.65%-26613F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV5,776$1.53M0.5%-18113F-HRTimeline
waypoint wealth counsel5,767$1.52M0.99%+913F-HRTimeline
Clear Harbor Asset Management, LLC5,735$1.51M0.12%+58913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,702$1.51M0.09%-6513F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group5,691$1.5M0.18%-1,57613F-HRTimelineGroup
First County Bank /CT/5,691$1.5M0.84%+1,19313F-HRTimeline
AMI INVESTMENT MANAGEMENT INC5,621$1.48M0.48%+1,03613F-HRTimeline
PLIMOTH TRUST CO LLC5,600$1.48M0.38%+16513F-HRTimeline
Strategies Wealth Advisors, LLC5,300$1.47M0.18%+4513F-HRTimeline
VISTA INVESTMENT MANAGEMENT5,570$1.47M0.56%-27913F-HRTimeline
Rockwood Wealth Management, LLC5,545$1.46M0.16%-14913F-HRTimeline
Truepoint, Inc.5,544$1.46M0.04%-35513F-HRTimeline
Chandler Asset Management, Inc.5,533$1.46M0.28%013F-HRTimeline
Affinity Capital Advisors, LLC5,488$1.46M0.27%+3213F-HRTimeline
BEACON FINANCIAL GROUP5,517$1.46M0.16%013F-HRTimeline
Interchange Capital Partners, LLC5,517$1.46M0.53%-3913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,499$1.45M0.04%-14613F-HRTimeline
Belpointe Asset Management LLC5,622$1.45M0.09%-5313F-HRTimeline
Marks Group Wealth Management, Inc5,491$1.45M0.14%-3213F-HRTimeline
Forefront Wealth Partners, LLC5,476$1.45M1.08%13F-HRTimeline
MAYPORT, LLC5,470$1.44M0.43%013F-HRTimeline
Landmark Wealth Management, LLC5,442$1.44M0.64%+6213F-HRTimeline
Etesian Wealth Advisors, Inc.5,437$1.44M0.64%-32213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC5,413$1.43M0.56%+1,29713F-HRTimeline
Mustard Seed Financial, LLC5,398$1.43M1.16%-2513F-HRTimeline
Riverbend Wealth Management, LLC5,356$1.42M1.27%13F-HRTimeline
Yoffe Investment Management, LLC5,345$1.41M2.1%13F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED5,314$1.4M0.13%-21613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,282$1.4M0.2%-3013F-HRTimeline
Center for Financial Planning, Inc.5,300$1.4M0.19%+20413F-HRTimeline
Everhart Financial Group, Inc.5,298$1.4M0.29%-13613F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.5,292$1.4M0.1%-27913F-HRTimelineGroup
KPP Advisory Services LLC5,282$1.4M0.33%-16113F-HRTimeline
OLIO Financial Planning5,279$1.39M0.49%+23413F-HRTimeline
Florida Trust Wealth Management Co5,213$1.38M0.04%+2,50313F-HRTimeline
TrueWealth Advisors, LLC5,208$1.38M0.46%-13913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC5,206$1.38M0.2%-2,94813F-HRTimeline
Biltmore Family Office, LLC5,180$1.37M0.23%013F-HRTimeline