Skip to content
Disclosery

VOE VANGUARD INDEX FDS

Follow

SHS (fund)

1,224 managers (1,241 13F filers) reported a position in VOE shares at 2026-06-30, 74,252,994 shares in all. 76 filers opened a position and 59 filers sold out during the quarter.

Managers
1,224
13F filers
1,241
New
76
Added
468
Reduced
415
Sold out
59
Shares held by filers
74,252,994

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY4,886,722$966M0.05%+128,32013F-HRTimelineGroup
EP Wealth Advisors, LLC4,488,689$887M3.39%+348,65113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,426,816$875M1.5%+93,43413F-HRTimelineGroup
Betterment LLC3,506,826$693M1.17%-235,05513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,377,503$672M0.27%+244,41413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,119,048$616M0.04%+73,64713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,726,390$539M0.09%+38,28313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,278,495$450M0.08%-143,20013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,545,599$305M+67,961Timeline
TIAAgroup of 4 filers holding1,459,733$288M-234,643Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,439,048$284M0.14%-22,11113F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,223,159$242M13.66%+2,02013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,221,502$241M+14,532Timeline
LPL Financial LLC1,161,630$230M0.05%+67,69513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,135,535$224M1.66%+45,41713F-HRTimeline
FMR LLCin group FMR LLC1,115,744$220M0.01%+7,06713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,109,433$219M0.12%+63,70313F-HRTimelineGroup
Orgel Wealth Management, LLC961,906$190M3.6%+62,81613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC753,590$149M0.03%-129,39613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP739,432$146M0.12%+36,32113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC730,073$144M0.04%+9,84613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.707,246$140M0.16%+47,62613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding675,005$133M-30,032Timeline
VANTAGEPOINT INVESTMENT ADVISERS LLC626,144$124M0.93%+14,02213F-HRTimeline
Mariner, LLCin group Mariner, LLC617,452$122M0.13%+13,99613F-HRTimelineGroup
SYM FINANCIAL Corp569,031$112M9.04%+1,83713F-HRTimeline
Waverly Advisors, LLC518,803$103M0.6%-11,13113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\504,063$99.6M0.11%-1,46513F-HRTimelineGroup
Creative Planningin group Creative Planning465,241$91.9M0.05%+31,53613F-HRTimelineGroup
Cetera Investment Advisers419,517$82.9M0.08%-4,77713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC409,752$81M0.1%+8,16013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…397,700$78.6M0.12%-1,47513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO383,149$76.1M<0.01%-82713F-HRTimelineGroup
McAdam, LLC382,832$75.6M2.92%+28,85013F-HRTimeline
Rodgers & Associates, LTD373,683$73.8M6.7%-68513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP339,843$67.2M0.08%-2,05813F-HRTimelineGroup
Avior Wealth Management, LLC335,783$66.3M1.74%-192,44213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding329,642$65.1M+82,232Timeline
Everhart Financial Group, Inc.319,994$63.2M4.05%+256,59513F-HRTimeline
HighTower Advisors, LLC313,253$61.9M0.06%-13,54913F-HRTimeline
Krilogy Financial LLC308,154$60.9M1.8%+8,55213F-HRTimeline
Berman McAleer LLC304,687$60.2M6.97%-1,48213F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.296,030$58.9M0.07%+21,12213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP269,444$53.2M0.07%-5,59013F-HR/ATimelineGroup
INSPIRION WEALTH ADVISORS, LLC262,126$52M5.95%-3,44813F-HRTimeline
Trust Co260,508$51.5M4.64%-48213F-HRTimeline
MML INVESTORS SERVICES, LLC248,798$49.2M0.1%+7,06813F-HRTimeline
1832 Asset Management L.P.231,852$45.8M0.06%013F-HRTimeline
HUB Investment Partners, LLC223,312$44.1M0.81%-12,61513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC219,953$43.5M0.4%+10,95113F-HRTimelineGroup
Marotta Asset Management216,004$42.8M7.13%-1,44813F-HRTimeline
KWMG, LLC214,735$42.4M3.07%+7,69313F-HRTimeline
Summit Financial, LLC206,724$40.8M0.45%+11,71413F-HRTimeline
NewEdge Advisors, LLC191,598$37.9M0.11%-6,97813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding213,253$37.4M+8,744Timeline
Bragg Financial Advisors, Inc182,391$36M0.96%+3,35313F-HRTimeline
Beacon Pointe Advisors, LLC169,698$33.5M0.16%+10,51713F-HRTimeline
CONDOR CAPITAL MANAGEMENT168,392$33.3M2.49%-2,75513F-HRTimeline
&PARTNERS167,087$33M0.14%+25,67013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding166,372$32.9M-7,246Timeline
FIRST AMERICAN TRUST, FSB163,718$32.4M1.95%-2,19413F-HRTimeline
BLAIR WILLIAM & CO/IL163,166$32.2M0.08%-14,38413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS157,923$31.2M0.02%-58913F-HRTimelineGroup
Diesslin Group, Inc.155,553$30.7M11.86%+30,71613F-HRTimeline
Avion Wealth155,392$30.7M5.71%-2,43913F-HRTimeline
BHK Investment Advisors, LLC154,011$30.4M9.09%+93713F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC153,517$30.3M4.66%+6,62713F-HRTimeline
Mesirow Financial Investment Management…149,741$29.6M0.46%+1,75913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/148,473$29.3M0.01%+2,60513F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp146,282$28.9M3.43%-8,42513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…142,559$28.7M0.05%-6,02913F-HRTimeline
DIVERSIFIED MANAGEMENT INC144,951$28.6M6.12%-1,00313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS144,801$28.6M0.04%+21,41213F-HRTimeline
Cambridge Investment Research Advisors,…144,016$28.5M0.06%+34,56913F-HR/ATimeline
Shah Wealth Advisors, LLC136,988$27.1M6.25%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers136,243$26.9M0.03%+8,63113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.133,731$26.4M0.16%-150,16713F-HRTimelineGroup
Wilmington Savings Fund Society, FSB132,889$26.3M0.59%-21,48913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…132,161$26.1M0.29%+3,06813F-HRTimelineGroup
Wealthspire Advisors, LLC129,350$25.6M0.14%+24,08413F-HRTimeline
AIRE ADVISORS, LLC129,318$25.6M4.16%+1,51813F-HRTimeline
Grove Street Fiduciary, LLC126,898$25.1M10.59%-2,22113F-HRTimeline
World Investment Advisors134,561$24.8M0.41%-96113F-HRTimeline
Strategic Investment Advisors / MI122,391$24.2M1.46%+2,36913F-HRTimeline
Shakespeare Wealth Management, LLC117,058$23.1M6.12%-64,17613F-HRTimeline
ARVEST INVESTMENTS, INC.114,879$22.7M2.75%+3,98913F-HRTimeline
Janney Montgomery Scott LLC114,384$22.6M0.04%+34,30213F-HRTimeline
Advisory Alpha, LLC107,901$21.3M0.52%+6,19913F-HRTimeline
DAVENPORT & Co LLC107,297$21.2M0.11%+19,98113F-HRTimeline
Praetorian Wealth Management, Inc.105,965$20.9M3.6%+94113F-HRTimeline
SAGE FINANCIAL GROUP INC103,488$20.4M1.13%-60313F-HRTimeline
OLIO Financial Planning102,577$20.3M5.03%+3,28113F-HRTimeline
Ledyard National Bank102,554$20.3M1.63%-1,12113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.100,654$19.9M0.03%-4,61113F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC95,789$18.9M0.83%-12,69013F-HRTimeline
Legacies Wealth LLC95,248$18.8M10.31%+4,06213F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding94,783$18.7M+28,528Timeline
Chicago Partners Investment Group LLC92,306$18.7M0.37%+2,36313F-HRTimeline
Asset Management Group, Inc.94,554$18.7M2.73%-1,22713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP93,014$18.4M0.21%+48513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV91,973$18.2M0.02%+1,73313F-HR/ATimeline
Lutz Financial Services LLC88,896$17.6M1.07%-81513F-HRTimeline
Savant Capital, LLC87,703$17.5M0.05%+65,50413F-HRTimeline
Compton Wealth Advisory Group, LLC87,530$17.4M3.5%-49413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC87,795$17.3M0.21%+16,18913F-HRTimelineGroup
Clayton Financial Group LLC87,231$17.2M9.53%+1,47713F-HRTimeline
Sanctuary Advisors, LLC83,577$16.5M0.08%+4,37913F-HRTimeline
FIRST HORIZON CORP83,341$16.5M0.63%+1,04113F-HRTimeline
SOA Wealth Advisors, LLC.82,725$16.3M2.75%+2,35313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC81,624$16.1M0.02%-68413F-HRTimelineGroup
ProVise Management Group, LLC81,506$16.1M1.08%-11,02513F-HRTimeline
Evensky & Katz LLC80,442$15.9M0.82%-2,48213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp79,677$15.7M0.37%+75913F-HRTimelineGroup
STEVENS CAPITAL PARTNERS79,015$15.6M2.97%+7,94313F-HRTimeline
Payne Capital Management, LLC77,425$15.3M4.08%+1,24513F-HRTimeline
Roberts Financial Services LLC77,001$15.2M4.46%-30013F-HRTimeline
Empirical Financial Services, LLC d.b.a…76,209$15.1M0.22%+5,43613F-HRTimeline
Private Advisor Group, LLC73,762$14.6M0.07%-221,97513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC71,639$14.2M0.07%-1,09113F-HRTimeline
BOKF, NAin group BOKF, NA71,101$14M0.19%-33213F-HRTimelineGroup
Eagle Strategies LLC70,524$13.9M1.38%+1,68713F-HRTimeline
RTD Financial Advisors, Inc.69,886$13.8M1.51%-1,88913F-HRTimeline
MAI Capital Management68,718$13.6M0.05%+1,28413F-HRTimeline
Sepio Capital, LP67,727$13.4M0.67%-63013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC67,620$13.4M0.08%+74413F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.67,083$13.3M0.48%+3,72913F-HRTimeline
Modera Wealth Management, LLC66,493$13.1M0.14%-10,70813F-HRTimeline
LMCG INVESTMENTS, LLC64,672$12.8M0.68%-15,12113F-HRTimeline
IFP Advisors, Inc64,604$12.8M0.23%+2,76413F-HRTimeline
Provident Wealth Management, LLC64,367$12.7M3.27%+88013F-HRTimeline
Apella Capital, LLC63,153$12.7M0.18%-4,97013F-HRTimeline
Geneos Wealth Management Inc.64,126$12.7M0.26%+82913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.63,984$12.6M1.38%+6,66613F-HR/ATimeline
Inlight Wealth Management, LLC63,710$12.6M4%+9,70113F-HRTimeline
Gladwyn Financial Advisors, Inc.61,465$12.1M7.6%+2,37313F-HRTimeline
Sequoia Financial Advisors, LLC60,957$12M0.06%-32213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK60,921$12M0.05%-1,23613F-HRTimelineGroup
Quantinno Capital Management LP59,811$11.8M0.01%+22,82913F-HRTimeline
Bleakley Financial Group, LLC59,763$11.8M0.15%+1,33913F-HRTimeline
Meramec Financial Planners, LLC57,072$11.7M4.28%-53413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…59,325$11.7M2.98%+82013F-HRTimeline
TRB Wealth Management, LLC58,674$11.6M1.54%+1,77713F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…58,139$11.5M<0.01%+47,02713F-HRTimelineGroup
Peak Retirement Planning, Inc.57,532$11.4M1.8%+6,43513F-HRTimeline
JMG Financial Group, Ltd.57,402$11.3M0.27%-1,55813F-HRTimeline
Qube Research & Technologies Ltd57,396$11.3M0.01%+35,49513F-HRTimeline
Arax Advisory Partners57,354$11.3M0.08%-11,42213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…56,778$11.2M0.1%+15,12713F-HRTimelineGroup
Scott Capital Advisors, LLC55,960$11.1M1.73%-1,15713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP55,812$11M<0.01%+2,67613F-HRTimelineGroup
Texas Yale Capital Corp.54,918$10.9M0.24%+213F-HRTimeline
Midwest Trust Co54,613$10.8M0.12%-3,06913F-HRTimeline
Ashton Thomas Private Wealth, LLC53,747$10.6M0.22%+3813F-HRTimeline
OLD NATIONAL BANCORP /IN/53,215$10.5M0.21%+54513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC51,274$10.1M0.71%+1,67113F-HRTimeline
Alpha Omega Wealth Management LLC50,254$9.93M1.51%+14013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC50,121$9.9M<0.01%+5,74813F-HRTimelineGroup
Avantax Planning Partners, Inc.50,008$9.88M0.25%-2,39113F-HRTimeline
Spartan Wealth Advisory Services LLC49,555$9.79M0.8%+88913F-HRTimeline
Regal Investment Advisors LLC49,374$9.76M0.51%-3913F-HRTimeline
CHILTON INVESTMENT CO INC.49,265$9.73M0.23%013F-HRTimeline
ETF Portfolio Partners, Inc.49,050$9.69M2.31%-24013F-HRTimeline
HARBOUR INVESTMENTS, INC.48,891$9.66M0.13%-1,93413F-HRTimeline
Copper Harbor Investment Advisors, LLC48,876$9.66M2.04%13F-HRTimeline
D.A. DAVIDSON & CO.48,564$9.6M0.05%-17,92913F-HRTimeline
AE Wealth Management LLC48,269$9.54M0.04%+3,03813F-HRTimeline
Thrive Capital Management, LLC46,680$9.22M1.74%+2,66113F-HRTimeline
Brickley Wealth Management46,323$9.15M1.31%-8913F-HRTimeline
Prosperity Planning, Inc.46,036$9.1M2.08%-70413F-HRTimeline
MassMutual Private Wealth & Trust, FSB45,295$8.95M0.23%-7,93213F-HRTimeline
Alesco Advisors, LLC, An ESL Co45,279$8.95M0.21%-1,76213F-HRTimeline
Smallwood Wealth Investment Management,…45,164$8.92M3.9%+72313F-HRTimeline
Ally Invest Advisors Inc.44,758$8.84M0.53%+1,10013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC44,344$8.76M0.89%+1,36813F-HRTimeline
Capital Advantage, Inc.44,159$8.73M1.06%-27313F-HRTimeline
Sharper & Granite LLC43,677$8.63M2.67%-2,57613F-HRTimeline
Weinberger Asset Management, Inc42,127$8.63M2.77%+2,06713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC42,418$8.38M0.57%+1,22113F-HRTimeline
PITTENGER & ANDERSON INC42,199$8.34M0.3%-20013F-HRTimeline
Highland Investment Advisors LLC40,072$7.92M3.45%13F-HRTimeline
Integrated Wealth Concepts LLC40,033$7.91M0.04%+9,66913F-HRTimeline
Accel Wealth Management39,451$7.8M1.75%+2,70013F-HRTimeline
HB Wealth Management, LLC39,166$7.74M0.04%+3,25213F-HRTimeline
Hilltop National Bank38,892$7.69M1.64%-48313F-HRTimeline
Councilor Wealth, LLC38,697$7.65M3.09%+62613F-HRTimeline
Cranbrook Wealth Management, LLC38,231$7.55M1.41%-2,74513F-HRTimeline
Merit Financial Group, LLC38,193$7.55M0.05%-44213F-HR/ATimeline
Falcon Wealth Planning37,142$7.34M0.46%-1,40013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV36,497$7.21M0.82%+4513F-HRTimeline
St. Louis Trust Co5,835$7.19M0.87%013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding35,210$6.96M+19,159Timeline
Zeit Capital LLC35,128$6.94M4.18%+34213F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC34,538$6.82M0.83%-38,65713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management34,341$6.79M0.2%+99613F-HRTimelineGroup
IVC Wealth Advisors LLC34,251$6.77M2.64%+16413F-HRTimeline
Echo45 Advisors LLC34,168$6.75M3.49%+96913F-HRTimeline
HFG Advisors, Inc.34,148$6.75M4.21%+58013F-HRTimeline
SWAN Capital LLC33,960$6.71M2.3%-4,86613F-HRTimeline
Atria Investments, Inc33,853$6.69M0.07%+48113F-HRTimeline
Wealth Enhancement Trust Services, Inc.33,832$6.69M0.74%+36313F-HR/ATimeline