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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
Heritage Wealth Management, Inc.5,167$1.36M0.45%+1913F-HRTimeline
Atlanta Consulting Group Advisors, LLC5,161$1.36M0.5%-1,04813F-HR/ATimeline
Garden State Investment Advisory Servic…5,143$1.36M0.42%013F-HRTimeline
Coordinated Financial Services, Inc.5,111$1.35M1.05%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC5,096$1.35M0.1%-4113F-HRTimeline
ADVISORY RESEARCH INC5,095$1.35M0.22%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,093$1.35M<0.01%+28013F-HRTimelineGroup
Taylor & Morgan Wealth Management, LLC5,085$1.34M0.94%-3013F-HRTimeline
Mill Creek Capital Advisors, LLC5,070$1.34M0.03%+1113F-HRTimeline
GARRISON POINT ADVISORS, LLC5,062$1.34M0.63%+56713F-HRTimeline
Balentine LLC5,056$1.34M0.05%-4213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,052$1.33M0.04%-27613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.5,044$1.33M0.45%-7513F-HRTimeline
Portland Global Advisors LLC5,029$1.33M0.17%-9213F-HRTimeline
InTrack Investment Management Inc4,969$1.33M0.92%new13F-HRTimeline
Crewe Advisors LLC4,974$1.31M0.18%013F-HRTimeline
Lutz Financial Services LLC4,973$1.31M0.11%+56213F-HRTimeline
Gilbert & Cook, Inc.4,965$1.31M0.18%-1,60413F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.4,955$1.31M0.24%-10013F-HRTimeline
Medallion Wealth Advisors, LLC5,022$1.31M0.65%13F-HRTimeline
Nvest Financial, LLC4,919$1.3M0.66%+5313F-HRTimeline
Trajan Wealth LLC4,895$1.29M0.07%-413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,893$1.29M-388Timeline
PROFFITT & GOODSON INC4,885$1.29M0.21%-11013F-HRTimeline
Alpha Cubed Investments, LLC4,859$1.28M0.06%+2713F-HRTimeline
WT Wealth Management4,844$1.28M0.4%-15513F-HRTimeline
MidAtlantic Capital Management, Inc.4,808$1.27M0.93%-13613F-HRTimeline
MITCHELL SINKLER & STARR/PA4,796$1.27M0.34%013F-HRTimeline
EagleClaw Capital Managment, LLC4,765$1.26M0.2%013F-HRTimeline
Western Wealth Management, LLC4,716$1.25M0.08%-3,14013F-HR/ATimeline
HM PAYSON & CO4,711$1.24M0.02%-7513F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC4,658$1.23M0.88%+4313F-HRTimeline
Clear Creek Financial Management, LLC4,651$1.23M0.13%+29213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.4,611$1.22M0.13%-4513F-HRTimeline
Southland Equity Partners LLC4,594$1.21M0.28%+1613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,591$1.21M0.04%+32313F-HRTimelineGroup
Stillwater Capital Advisors, LLC4,580$1.21M0.15%-42013F-HRTimeline
Montecito Bank & Trust4,569$1.21M0.21%+5013F-HRTimeline
Bowman & Co S.C.4,566$1.21M0.62%+26213F-HRTimeline
Stonebridge Financial Planning Group, L…4,566$1.21M0.54%+88113F-HRTimeline
IFG Advisory, LLC4,550$1.2M0.07%new13F-HRTimeline
Callan Family Office, LLC4,530$1.2M0.08%+2213F-HRTimeline
Safeguard Financial, LLC4,520$1.19M0.26%-9213F-HRTimeline
Randolph Co Inc4,511$1.19M0.13%new13F-HRTimeline
Sand Hill Global Advisors, LLC4,492$1.19M0.05%-27,62913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …4,491$1.19M0.02%+3,53213F-HRTimelineGroup
Ironwood Investment Counsel, LLC4,486$1.19M0.2%+3813F-HRTimeline
Asset Allocation & Management Company, …4,486$1.19M0.65%-1,47513F-HRTimeline
R. W. Roge & Company, Inc.4,479$1.18M0.64%-3013F-HRTimeline
ARK & TLK INVESTMENTS, LLC4,440$1.17M0.41%013F-HRTimeline
High Note Wealth, LLC4,433$1.17M0.3%-613F-HRTimeline
Cornerstone Wealth Group, LLC4,432$1.17M0.1%+12513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,430$1.17M0.07%+3,29113F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…4,424$1.17M0.99%13F-HRTimeline
Measured Wealth Private Client Group, L…4,400$1.16M0.38%-113F-HRTimeline
Fisher Asset Management, LLC4,399$1.16M<0.01%+1,92513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,396$1.16M0.11%+54013F-HRTimelineGroup
Farmers National Bank4,385$1.16M0.34%13F-HRTimeline
Ariadne Wealth Management, LP4,159$1.16M0.53%new13F-HRTimeline
Kellett Wealth Advisors, LLC4,368$1.15M0.79%-1913F-HRTimeline
New England Private Wealth Advisors LLC4,363$1.15M0.18%+2,77313F-HRTimeline
TFB Advisors LLC4,362$1.15M0.33%+12613F-HRTimeline
SACHEM HILL LLC4,360$1.15M0.24%013F-HRTimeline
Smartleaf Asset Management LLC4,346$1.15M0.12%+55213F-HRTimeline
Fortitude Advisory Group L.L.C.4,331$1.14M0.69%+39113F-HRTimeline
Atlas Legacy Advisors, LLC4,325$1.14M0.28%13F-HRTimeline
Omega Financial Group, LLC4,314$1.14M0.43%+713F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC4,305$1.14M0.07%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT4,295$1.13M0.39%+2,96613F-HRTimeline
17 CAPITAL PARTNERS, LLC4,286$1.13M0.72%+52713F-HRTimeline
Wealth Architects, LLC4,281$1.13M0.13%013F-HRTimeline
Synergy Financial Group, LTD4,276$1.13M0.94%+38213F-HRTimeline
Farnam Financial LLC4,259$1.12M1.18%+49113F-HRTimeline
Plancorp, LLC4,253$1.12M0.05%+54113F-HRTimeline
ROCKLAND TRUST CO4,248$1.12M0.06%013F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC4,244$1.12M0.53%-12913F-HRTimeline
SIMON QUICK ADVISORS, LLC4,236$1.12M0.07%+9713F-HRTimeline
CIBC WORLD MARKET INC.4,228$1.12M<0.01%+13913F-HRTimeline
RPS ADVISORY SOLUTIONS LLC4,227$1.12M0.69%-3213F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC4,045$1.12M0.41%13F-HRTimeline
FineMark National Bank & Trust4,219$1.11M0.04%-37813F-HRTimeline
DOHJ, LLC4,217$1.11M0.26%-42113F-HRTimeline
Bravias Capital Group, LLC4,041$1.11M0.9%13F-HRTimeline
Consolidated Portfolio Review Corp4,206$1.11M0.18%+36813F-HRTimeline
CHAPIN DAVIS, INC.4,188$1.1M0.36%013F-HRTimeline
Golden State Wealth Management, LLC4,163$1.1M0.16%13F-HRTimeline
WORLD EQUITY GROUP, INC.4,156$1.1M0.24%+2,14513F-HRTimeline
ACAS, LLC3,945$1.09M0.81%-22213F-HRTimeline
TFC Financial Management, Inc.4,131$1.09M0.17%+1213F-HRTimeline
CJM Wealth Advisers, Ltd.4,130$1.09M0.37%013F-HRTimeline
ASPIRIANT, LLC4,130$1.09M0.04%-56313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…4,129$1.09M0.06%+9013F-HRTimeline
MN Wealth Advisors, LLC4,118$1.09M0.61%new13F-HRTimeline
Empowered Funds, LLC4,104$1.08M0.02%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,103$1.08M0.03%-38413F-HRTimeline
DELTA FINANCIAL ADVISORS LLC4,091$1.08M0.4%-7613F-HRTimeline
Arvest Bank Trust Division4,091$1.08M0.07%-4,99313F-HRTimeline
Aspen Grove Capital, LLC4,079$1.08M0.23%+25313F-HRTimeline
Greenhouse Wealth Management, LLC4,067$1.07M0.71%+5713F-HRTimeline
Birch Hill Investment Advisors LLC4,065$1.07M0.05%-813F-HRTimeline
Coastline Trust Co4,049$1.07M0.13%+39313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Michael A. Dubis Financial Planning, LLC4,049$1.07M1.03%13F-HRTimeline
Longview Financial Advisors, Inc.4,044$1.07M0.84%013F-HRTimeline
Fort Sheridan Advisors LLC4,025$1.06M0.16%+28613F-HRTimeline
AIRE ADVISORS, LLC4,023$1.06M0.22%+49513F-HRTimeline
Allegheny Financial Group4,003$1.06M0.27%+28813F-HRTimeline
Murphy & Mullick Capital Management Corp4,001$1.06M0.97%13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.3,991$1.05M0.49%013F-HRTimeline
Hiley Hunt Wealth Management3,990$1.05M0.58%-3413F-HRTimeline
Platform Technology Partners3,989$1.05M0.32%+49813F-HRTimeline
Donor Advised Charitable Giving, Inc.3,987$1.05M0.02%013F-HRTimeline
TRUST POINT INC.3,964$1.05M0.07%-1013F-HRTimeline
Wernau Asset Management Inc.3,960$1.05M1.01%13F-HRTimeline
Lee, Kelleher & Klein Wealth Management3,949$1.04M0.74%13F-HRTimeline
Triangle Securities Wealth Management3,945$1.04M0.27%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Savvy Advisors, Inc.3,927$1.04M0.12%+19613F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC3,915$1.03M0.95%013F-HRTimeline
WealthBridge Capital Management, LLC3,910$1.03M0.29%013F-HRTimeline
TABR Capital Management, LLC3,902$1.03M0.9%13F-HRTimeline
OMNI 360 Wealth, Inc.3,831$1.01M0.67%-5913F-HR/ATimeline
NOVEM GROUP3,822$1.01M0.15%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,820$1.01M0.12%-3813F-HRTimelineGroup
StrongBox Wealth, LLC3,806$1.01M0.43%-27513F-HRTimeline
Summit Wealth Partners, LLC3,793$1M0.21%+213F-HRTimeline
KWMG, LLC3,779$998K0.1%-313F-HRTimeline
Hobbs Group Advisors, LLC3,773$996K0.37%+513F-HRTimeline
Evernest Financial Advisors, LLC3,760$993K0.26%-3,48713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC3,756$992K0.19%-3813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,758$992K<0.01%+2,48613F-HR/ATimeline
Kuhn & Co Investment Counsel3,754$991K0.84%+1613F-HRTimeline
OLD NATIONAL BANCORP /IN/3,741$988K0.02%-60913F-HRTimeline
MJP ASSOCIATES INC /ADV3,741$988K0.18%+713F-HRTimeline
MilWealth Group LLC3,727$984K0.27%-513F-HRTimeline
Revisor Wealth Management LLC3,726$984K0.91%+7413F-HRTimeline
Kennebec Savings Bank3,724$984K0.99%-11213F-HRTimeline
Sound Income Strategies, LLC3,704$978K0.06%-13813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,687$974K0.02%-4013F-HRTimeline
Covenant Asset Management, LLC3,686$974K0.22%-14613F-HRTimeline
TFG Advisers LLC3,684$973K0.35%-913F-HRTimeline
Strategic Equity Management3,681$972K0.41%+68213F-HRTimeline
Ardent Capital Management, Inc.3,680$972K0.44%013F-HRTimeline
Milestone Investment Advisors LLC3,655$965K0.26%+1,17913F-HRTimeline
Clarius Group, LLC3,637$961K0.07%-75613F-HRTimeline
AVALON CAPITAL MANAGEMENT3,623$957K0.31%new13F-HRTimeline
Pinnacle Bancorp, Inc.3,609$953K0.31%013F-HRTimeline
Marotta Asset Management3,601$950K0.2%013F-HRTimeline
RFG Holdings, Inc.3,589$949K0.32%-3,22013F-HRTimeline
Riverview Trust Co3,592$949K0.86%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,412$948K0.37%13F-HRTimeline
LifePlan Financial, LLC3,563$941K0.83%-30413F-HRTimeline
HANCOCK WHITNEY CORP3,561$941K0.03%013F-HRTimeline
Evanson Asset Management, LLC3,561$940K0.06%+27813F-HRTimeline
Johnson Financial Group, LLC3,555$939K0.11%013F-HRTimeline
Cypress Point Wealth Management, LLC3,550$938K0.29%-25013F-HRTimeline
Melone Private Wealth, LLC3,548$937K0.49%+913F-HRTimeline
Madden Advisory Services, Inc.3,527$932K0.43%+1813F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,522$930K0.7%-17113F-HRTimeline
Centricity Wealth Management, LLC3,519$929K0.87%13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,515$928K<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC3,493$923K0.02%+75413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,488$921K0.41%+49313F-HRTimeline
NorthRock Partners, LLC3,485$921K0.03%+74913F-HR/ATimeline
Gotham Asset Management, LLC3,485$920K0.01%-42613F-HRTimeline
Luminist Capital LLC3,478$919K1.6%13F-HRTimeline
Pallas Capital Advisors LLC3,470$917K0.04%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC3,469$916K0.05%013F-HRTimeline
Beaird Harris Wealth Management, LLC3,465$915K0.08%+1313F-HRTimeline
Sheaff Brock Investment Advisors, LLC3,459$914K0.08%+70113F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO3,420$903K0.16%-57813F-HRTimeline
Monterey Private Wealth, Inc.3,415$902K0.3%+51313F-HRTimeline
Mascoma Wealth Management LLC3,410$901K0.23%-6113F-HRTimeline
Good Life Advisors, LLC3,400$898K0.07%-1,42613F-HRTimeline
Oxbow Advisors, LLC3,400$898K0.11%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,400$898K<0.01%013F-HRTimelineGroup
Berry Wealth Group, LP3,397$897K0.65%-9813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,396$897K0.02%+42213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,387$895K0.25%-12013F-HRTimeline
Chemistry Wealth Management LLC3,384$894K0.21%-16013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC3,374$891K0.51%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,345$884K0.37%+31013F-HRTimeline
O'ROURKE & COMPANY, Inc3,332$880K0.43%-2913F-HRTimeline
Independence Bank of Kentucky3,318$876K0.13%+33913F-HRTimeline
Cassaday & Co Wealth Management LLC3,292$869K0.02%+20713F-HRTimeline
Blossom Wealth Management3,287$868K1.67%+47713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,287$867K0.07%new13F-HRTimeline
SC&H Financial Advisors, Inc.3,281$867K0.18%013F-HRTimeline
NTV Asset Management LLC3,270$864K0.11%-1713F-HRTimeline
Keystone Wealth Services, LLC3,255$860K0.23%+61313F-HRTimeline
Annex Advisory Services, LLC3,236$855K0.03%+91713F-HRTimeline
Keel Point, LLC3,232$854K0.07%+1,76513F-HRTimeline
Garde Capital, Inc.3,228$853K0.06%-5313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,217$850K0.17%+1,98013F-HRTimeline
Financial & Tax Architects, LLC3,214$849K0.22%+2,43413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,206$847K<0.01%new13F-HRTimelineGroup
Peterson Wealth Advisors, LLC3,171$847K0.15%-8013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,206$847K0.62%13F-HRTimeline
Blue Trust, Inc.3,188$842K0.01%+48513F-HR/ATimeline
MUIRFIELD WEALTH ADVISORS LLC3,185$841K0.69%+24713F-HRTimeline
Atala Financial Inc3,184$841K0.59%13F-HRTimeline
Strategic Blueprint, LLC3,173$838K0.05%+69413F-HRTimeline