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Disclosery

VOE VANGUARD INDEX FDS

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SHS (fund)

1,105 managers (1,115 13F filers) reported a position in VOE shares at 2024-12-31, 65,872,723 shares in all. 62 filers opened a position and 53 filers sold out during the quarter.

Managers
1,105
13F filers
1,115
New
62
Added
431
Reduced
300
Sold out
53
Shares held by filers
65,872,723

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
Echo45 Advisors LLC31,124$5.05M3.32%+2,90213F-HRTimeline
HARBOUR INVESTMENTS, INC.31,200$5.05M0.14%+6,17813F-HRTimeline
Glenview Trust Co30,903$5M0.09%+4,52013F-HRTimeline
Cresset Asset Management, LLC30,225$4.89M0.02%-5,74813F-HRTimeline
Dakota Wealth Management29,926$4.84M0.11%-5,14613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp29,755$4.81M0.15%+1,36713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management29,519$4.78M0.15%+3913F-HRTimelineGroup
NovaPoint Capital, LLC29,359$4.75M1.45%+3,18013F-HRTimeline
Maltin Wealth Management, Inc.28,797$4.66M2.29%+2,04913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC28,440$4.6M4.23%13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC28,175$4.56M2.51%13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …27,959$4.52M0.07%-1,42313F-HRTimelineGroup
TAGStone Capital, Inc.27,385$4.43M2.18%+85013F-HRTimeline
Perigon Wealth Management, LLC26,741$4.43M0.11%+3,66613F-HRTimeline
Mutual Advisors, LLC26,664$4.42M0.13%+77513F-HRTimeline
Baring Financial LLC27,229$4.4M3.93%13F-HRTimeline
GC Wealth Management RIA, LLC26,839$4.34M0.76%-1,03713F-HRTimeline
Bruce G. Allen Investments, LLC26,724$4.32M3.51%+1,56813F-HRTimeline
Midwest Financial Group LLC26,707$4.32M2.48%+1,48013F-HRTimeline
FIRST UNITED BANK & TRUST26,600$4.3M1.56%+92713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,261$4.25M0.12%+1,76313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC26,220$4.24M0.01%+2,76313F-HRTimelineGroup
JNBA Financial Advisors26,198$4.24M0.43%-55713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …25,947$4.2M0.34%-3,25013F-HR/ATimeline
COLLECTIVE FAMILY OFFICE LLC25,903$4.19M1.15%+3,40013F-HRTimeline
SWAN Capital LLC25,824$4.18M2.04%-6,12713F-HRTimeline
Whitegate Investment Counselors, Inc.25,665$4.15M1.42%-24,21113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV25,607$4.14M1.23%-12113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25,515$4.13M0.23%-35413F-HRTimelineGroup
Atria Investments, Inc25,212$4.08M0.05%+35813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC25,162$4.07M0.13%013F-HRTimeline
Black Diamond Financial, LLC25,054$4.05M0.61%+1,32513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding24,832$4.02M+314Timeline
ROVIN CAPITAL /UT/ /ADV24,834$4.02M1.45%+95813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,775$4.01M0.09%+1,22813F-HRTimelineGroup
LifePlan Investment Advisors, Inc.23,968$3.88M2.4%-75313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,699$3.83M0.03%-4,02513F-HRTimelineGroup
Everhart Financial Group, Inc.23,653$3.83M0.79%+2,44313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.23,343$3.78M0.01%+63213F-HRTimelineGroup
Keystone Financial Services, LLC23,194$3.75M3.44%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC23,193$3.75M0.28%+16113F-HRTimelineGroup
Envision Financial LLC23,175$3.75M3.01%13F-HR/ATimeline
CHOREO, LLC23,179$3.75M0.05%-2,45413F-HRTimeline
Tacita Capital Inc23,154$3.75M2.67%-24013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,080$3.73M<0.01%+1,23413F-HRTimelineGroup
Ifrah Financial Services, Inc.22,645$3.66M1.01%-30313F-HRTimeline
Fee-Only Financial Planning, L.C.22,636$3.66M2.37%-20013F-HRTimeline
Mustard Seed Financial, LLC22,398$3.62M2.94%+49613F-HRTimeline
Checchi Capital Advisers, LLC22,165$3.59M0.27%+5,44713F-HRTimeline
Houlihan Financial Resource Group, Ltd.22,114$3.58M1.52%-37513F-HRTimeline
Brady Martz Wealth Solutions, LLC21,906$3.56M0.86%13F-HRTimeline
RoundAngle Advisors LLC21,744$3.52M3.35%13F-HRTimeline
Clear Harbor Asset Management, LLC21,484$3.48M0.28%+39113F-HRTimeline
LPWM LLC21,412$3.46M1.11%+24913F-HRTimeline
MGO ONE SEVEN LLC21,315$3.45M0.13%-14,90913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.21,074$3.41M0.04%-60313F-HR/ATimelineGroup
STAGE HARBOR FINANCIAL, LLC20,492$3.32M2.88%013F-HRTimeline
MSH Capital Advisors LLC20,096$3.25M1.02%+31013F-HRTimeline
BRIGHTON JONES LLC19,930$3.22M0.09%+5,36813F-HR/ATimeline
IVC Wealth Advisors LLC19,927$3.22M1.8%+33113F-HRTimeline
Veridan Wealth LLC19,515$3.22M1.51%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,722$3.19M0.09%-1,28713F-HRTimelineGroup
Sterling Financial Planning, Inc.19,677$3.18M1.17%+2713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…19,092$3.18M0.18%+20313F-HRTimeline
Stokes Family Office, LLC19,578$3.17M0.34%013F-HRTimeline
Millburn Ridgefield LLC /DE/19,558$3.16M0.08%-7,01913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,456$3.15M0.01%-25,75413F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC19,360$3.13M0.4%+4113F-HRTimeline
White Lighthouse Investment Management …19,236$3.11M0.55%+34513F-HRTimeline
Aptus Capital Advisors, LLC19,123$3.09M0.04%-1,28613F-HRTimeline
Integrated Capital Management, LLC18,934$3.06M1.63%-75313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,717$3.03M0.05%+1,47913F-HRTimelineGroup
Sigma Planning Corp18,554$3M0.09%-30713F-HRTimeline
WealthShield Partners, LLC18,426$2.98M0.42%+26713F-HRTimeline
VALLEY NATIONAL ADVISERS INC18,351$2.97M0.53%+1,86113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC18,277$2.96M1.53%+4513F-HRTimeline
Avant Capital LLC18,209$2.95M2.44%13F-HRTimeline
TME FINANCIAL, INC.17,563$2.94M2.75%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC18,174$2.94M0.3%+4713F-HRTimeline
Wedmont Private Capital18,346$2.92M0.15%+28113F-HRTimeline
Steward Partners Investment Advisory, L…18,026$2.92M0.03%-1,18213F-HRTimeline
Stillwater Capital Advisors, LLC17,944$2.9M0.36%-5213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC17,730$2.87M0.26%-19613F-HRTimelineGroup
Prosperity Consulting Group, LLC17,710$2.87M0.22%-32813F-HRTimeline
Cascade Financial Partners, LLC17,404$2.82M0.37%+1,98013F-HRTimeline
HBK Sorce Advisory LLC17,025$2.75M0.08%+3813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,974$2.75M<0.01%+11,11313F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL16,973$2.75M1.08%+17213F-HRTimeline
Sound View Wealth Advisors Group, LLC16,939$2.74M0.22%-1,01913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.16,911$2.74M0.2%-1,21113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.16,751$2.71M0.11%+2,85613F-HRTimeline
CONQUIS FINANCIAL LLC16,706$2.7M2.77%13F-HRTimeline
Composition Wealth, LLC16,657$2.69M0.05%-5,12113F-HRTimeline
Financial Guidance Group, Inc.16,600$2.69M1.47%-1,97713F-HRTimeline
Cooksen Wealth, LLC16,401$2.65M2.44%-7113F-HRTimeline
Peak Retirement Planning, Inc.16,275$2.63M1.78%13F-HRTimeline
CENTRAL TRUST Co16,183$2.62M0.06%+58613F-HRTimeline
Grove Bank & Trust16,179$2.62M0.36%+3,71013F-HRTimeline
CBIZ Investment Advisory Services, LLC16,027$2.59M0.13%013F-HRTimeline
Foundations Investment Advisors, LLC16,003$2.59M0.05%+13,43613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,758$2.55M0.74%13F-HRTimeline
BANK OF HAWAII15,505$2.51M0.14%-16513F-HRTimeline
RMR Capital Management, LLC15,493$2.51M1.87%-10613F-HRTimeline
OneDigital Investment Advisors LLC15,352$2.48M0.03%+70513F-HRTimeline
Capital Square, LLC14,801$2.47M1.4%+1,71713F-HRTimeline
Washington Trust Advisors, Inc.15,028$2.43M0.2%+3313F-HRTimeline
Center For Asset Management LLC14,957$2.42M1.57%+99413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,611$2.36M0.03%+4,98513F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC14,516$2.35M0.07%+6113F-HRTimeline
180 WEALTH ADVISORS, LLC14,264$2.31M0.36%-3413F-HRTimeline
Kingsview Wealth Management, LLC14,244$2.3M0.04%+1,12813F-HRTimeline
AIMZ Investment Advisors, LLC14,206$2.3M0.8%+12713F-HRTimeline
KPP Advisory Services LLC14,149$2.29M0.54%-90713F-HRTimeline
SageView Advisory Group, LLC14,110$2.28M0.1%+16013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding13,979$2.26M+572Timeline
Empirical Finance, LLC13,956$2.26M0.13%-77613F-HRTimeline
Simmons Bankin group Simmons Bank13,913$2.25M0.16%-64613F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,788$2.23M0.06%+2,19513F-HRTimelineGroup
GENERAL AMERICAN INVESTORS CO INC13,700$2.22M0.16%013F-HRTimeline
FIRST AMERICAN TRUST, FSB13,355$2.16M0.22%+4,52213F-HRTimeline
Wealthfront Advisers LLC13,333$2.16M0.01%+2,29113F-HR/ATimeline
Safeguard Financial, LLC13,297$2.15M0.47%-3,37513F-HRTimeline
Index Fund Advisors, Inc.13,245$2.14M0.12%-5613F-HRTimeline
WEALTH ALLIANCE, LLC13,241$2.14M0.26%+25513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp13,130$2.12M0.13%+97813F-HRTimelineGroup
Financial Engines Advisors L.L.C.13,101$2.12M<0.01%+4,25613F-HRTimeline
Werba Rubin Papier Wealth Management13,101$2.12M0.5%-24713F-HRTimeline
CULBERTSON A N & CO INC12,791$2.07M0.33%+60513F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC12,768$2.07M<0.01%+1,16813F-HRTimelineGroup
Sagace Wealth Management LLC12,747$2.06M1.55%-2,76813F-HRTimeline
Prime Capital Investment Advisors, LLC12,747$2.06M0.03%-52313F-HRTimeline
AMG National Trust Bank12,726$2.05M0.06%+19613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC12,672$2.05M0.2%-10213F-HR/ATimeline
Willis Johnson & Associates, Inc.12,615$2.04M0.16%-12813F-HRTimeline
Granite FO LLC12,460$2.02M1.15%013F-HRTimeline
SilverOak Wealth Management LLC12,156$1.97M0.42%-13013F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …11,911$1.93M1.47%+26913F-HRTimeline
Pathway Financial Advisors LLC11,895$1.92M0.44%+12413F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding11,863$1.91M+15Timeline
SEEDS INVESTOR LLC11,741$1.9M0.54%-29113F-HRTimeline
MTM FINANCIAL GROUP, LLC11,726$1.9M1.13%-47513F-HRTimeline
Wambolt & Associates, LLC11,654$1.89M0.6%-89513F-HRTimeline
Prospera Financial Services Inc11,562$1.87M0.04%+96713F-HRTimeline
Argent Trust Co11,522$1.86M0.08%+77513F-HRTimeline
Well Done, LLC11,074$1.86M0.34%013F-HRTimeline
Michels Family Financial, LLC11,467$1.86M1.7%13F-HRTimeline
Meridian Wealth Management, LLC11,472$1.85M0.09%-77113F-HRTimeline
Csenge Advisory Group11,392$1.84M0.1%+9813F-HRTimeline
Mainstream Capital Management LLC11,304$1.83M1.28%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,244$1.82M<0.01%-26113F-HRTimelineGroup
Anchor Pointe Wealth Management, LLC11,175$1.8M2.35%13F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…11,112$1.8M<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT10,958$1.77M0.09%+3,66113F-HRTimeline
Breed's Hill Capital LLC10,945$1.77M0.93%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC10,930$1.77M0.05%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC10,894$1.76M0.14%013F-HRTimeline
Ballentine Partners, LLC10,746$1.74M0.03%013F-HRTimeline
Wells Trecaso Financial Group, LLC10,709$1.73M0.57%-12713F-HRTimeline
Sterling Financial Group, Inc.10,520$1.7M0.63%013F-HRTimeline
Focus Financial Network, Inc.10,491$1.7M0.07%+3,91513F-HRTimeline
MATHER GROUP, LLC.10,476$1.69M0.02%-12213F-HRTimeline
MIdWestOne Financial Group, Inc.10,474$1.69M0.24%+21013F-HRTimeline
WHITTIER TRUST CO10,472$1.69M0.02%+2,66013F-HRTimeline
STALEY CAPITAL ADVISERS INC10,285$1.66M0.07%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,265$1.66M0.1%+59613F-HRTimelineGroup
Talon Private Wealth, LLC10,263$1.66M0.35%+7,42613F-HR/ATimeline
Insight Advisors, LLC/ PA10,093$1.63M0.28%-2413F-HRTimeline
Roof Eidam Maycock Peralta, LLC9,970$1.61M0.42%+47513F-HRTimeline
Farther Finance Advisors, LLC9,818$1.59M0.06%+3,72513F-HRTimeline
KEYVANTAGE WEALTH, LLC9,793$1.58M1.13%13F-HRTimeline
Wolff Financial Management LLC9,564$1.55M0.43%-18013F-HRTimeline
Trivium Point Advisory, LLC9,560$1.55M0.2%-1,05613F-HRTimeline
Ironsides Asset Advisors, LLC9,442$1.53M0.44%+213F-HRTimeline
Pacific Sun Financial Corp9,400$1.52M0.83%-2013F-HRTimeline
CARDIFF PARK ADVISORS, LLC9,390$1.52M0.14%+4913F-HRTimeline
Arax Advisory Partners9,388$1.52M0.1%-18,22713F-HRTimeline
PLANNING DIRECTIONS INC9,384$1.52M0.88%-6813F-HRTimeline
Orion Porfolio Solutions, LLC9,260$1.5M0.01%+4,01813F-HRTimeline
Orion Portfolio Solutions, LLC9,260$1.5M0.01%+4,01813F-HRTimeline
IEQ CAPITAL, LLC9,239$1.49M0.01%-24613F-HRTimeline
Wellspring Financial Advisors, LLC787,634$1.49M0.16%-2513F-HRTimeline
Global Retirement Partners, LLC9,212$1.49M0.04%+32513F-HRTimeline
SC&H Financial Advisors, Inc.9,184$1.49M0.31%+2913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,111$1.47M0.06%-2,28813F-HRTimelineGroup
Acropolis Investment Management, LLC9,085$1.47M0.09%-25313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC9,040$1.46M0.06%-1213F-HRTimeline
Centered Wealth LLC dba Miller Equity C…8,967$1.45M0.55%-14013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,900$1.44M<0.01%+4,70013F-HRTimeline
Cornerstone Wealth Management, LLC8,836$1.43M0.1%+1,12613F-HRTimeline
Northeast Financial Consultants Inc8,770$1.42M0.06%-5813F-HRTimeline
Cadence Wealth Management LLC8,709$1.41M0.93%+2,55513F-HRTimeline
MONECO ADVISORS, LLC8,667$1.4M0.15%+39813F-HR/ATimeline
Wescott Financial Advisory Group, LLC8,661$1.4M0.15%-46913F-HRTimeline
TOWNSQUARE CAPITAL LLC8,627$1.4M0.02%+78613F-HRTimeline
Essential Planning, LLC.8,267$1.39M0.01%new13F-HRTimeline
Aveo Capital Partners, LLC8,562$1.39M0.15%+1,69813F-HRTimeline
FORTE CAPITAL LLC /ADV8,553$1.38M0.16%-1,35813F-HRTimeline
World Investment Advisors8,546$1.38M0.04%-100,35713F-HRTimeline
Institute for Wealth Management, LLC.8,513$1.38M0.17%-16813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,412$1.36M0.1%013F-HRTimeline