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Disclosery

VOE VANGUARD INDEX FDS

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SHS (fund)

1,091 managers (1,100 13F filers) reported a position in VOE shares at 2025-03-31, 66,230,591 shares in all. 64 filers opened a position and 74 filers sold out during the quarter.

Managers
1,091
13F filers
1,100
New
64
Added
428
Reduced
364
Sold out
74
Shares held by filers
66,230,591

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Petix & Botte Co29,252$4.7M1.24%-2,36213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management29,185$4.69M0.15%-33413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC29,128$4.68M0.02%-2,63913F-HRTimelineGroup
Cresset Asset Management, LLC28,784$4.62M0.02%-1,44113F-HRTimeline
Everhart Financial Group, Inc.28,157$4.52M0.62%+4,50413F-HRTimeline
CATHY PARETO & ASSOCIATES, INC27,973$4.49M3.97%-46713F-HRTimeline
Atria Wealth Solutions, Inc.27,846$4.47M0.05%-9,42013F-HRTimeline
TAGStone Capital, Inc.27,710$4.45M2.19%+32513F-HRTimeline
RoundAngle Advisors LLC27,560$4.42M4.06%+5,81613F-HRTimeline
Midwest Financial Group LLC27,458$4.41M2.56%+75113F-HRTimeline
Perigon Wealth Management, LLC27,318$4.39M0.11%+57713F-HRTimeline
NovaPoint Capital, LLC27,256$4.38M1.35%-2,10313F-HRTimeline
FIRST UNITED BANK & TRUST27,206$4.37M1.63%+60613F-HRTimeline
Integrated Wealth Concepts LLC27,165$4.36M0.05%-5,66313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC27,017$4.34M0.01%-5,76513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC26,589$4.27M0.01%+36913F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …26,585$4.27M0.07%-1,37413F-HRTimelineGroup
GC Wealth Management RIA, LLC26,579$4.27M0.78%-26013F-HRTimeline
Bruce G. Allen Investments, LLC26,426$4.24M3.36%-29813F-HRTimeline
Dakota Wealth Management26,253$4.21M0.1%-3,67313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.26,140$4.2M0.07%+5,06613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…26,039$4.18M0.23%+52413F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV25,986$4.17M1.12%+37913F-HRTimeline
Whitegate Investment Counselors, Inc.25,400$4.08M1.45%-26513F-HRTimeline
JNBA Financial Advisors25,367$4.07M0.42%-83113F-HRTimeline
Mutual Advisors, LLC26,315$4.06M0.12%-34913F-HRTimeline
Glenview Trust Co25,261$4.06M0.08%-5,64213F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …25,225$4.05M0.32%-72213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding25,223$4.05M+391Timeline
BECKER CAPITAL MANAGEMENT INC25,162$4.04M0.13%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC25,131$4.03M1.09%-77213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,775$4.01M0.09%013F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV24,850$3.99M1.28%+1613F-HRTimeline
FIRST AMERICAN TRUST, FSB24,845$3.99M0.37%+11,49013F-HRTimeline
IVC Wealth Advisors LLC24,844$3.99M2.15%+4,91713F-HRTimeline
INTEGRITY ALLIANCE, LLC.24,842$3.99M0.16%new13F-HRTimeline
Keystone Financial Services, LLC24,483$3.93M3.33%+1,28913F-HRTimeline
Clear Harbor Asset Management, LLC24,436$3.92M0.31%+2,95213F-HRTimeline
LifePlan Investment Advisors, Inc.24,367$3.91M2.25%+39913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,313$3.9M<0.01%+1,23313F-HR/ATimelineGroup
Black Diamond Financial, LLC24,267$3.9M0.59%-78713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC24,194$3.88M0.17%+1,00113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,353$3.81M0.01%-47,17313F-HR/ATimelineGroup
Atria Investments, Inc23,244$3.73M0.05%-1,96813F-HRTimeline
CHOREO, LLC23,134$3.71M0.06%-4513F-HRTimeline
Tacita Capital Inc23,011$3.69M2.66%-14313F-HRTimeline
Mustard Seed Financial, LLC22,656$3.64M2.93%+25813F-HRTimeline
Fee-Only Financial Planning, L.C.22,635$3.63M2.48%-113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.25,344$3.6M0.01%+2,00113F-HRTimelineGroup
Envision Financial LLC22,086$3.55M2.67%-1,08913F-HRTimeline
Ifrah Financial Services, Inc.21,909$3.52M1.01%-73613F-HRTimeline
Brady Martz Wealth Solutions, LLC21,618$3.47M0.79%-28813F-HRTimeline
Houlihan Financial Resource Group, Ltd.21,612$3.47M1.56%-50213F-HRTimeline
LPWM LLC21,383$3.43M1.11%-2913F-HRTimeline
Advisory Services Network, LLC21,044$3.38M0.06%-21,45413F-HRTimeline
MGO ONE SEVEN LLC20,944$3.36M0.13%-37113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,624$3.31M0.05%+1,90713F-HRTimelineGroup
Veridan Wealth LLC20,575$3.3M1.49%+1,06013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC20,492$3.29M2.79%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,366$3.27M0.03%-3,33313F-HR/ATimelineGroup
BRIGHTON JONES LLC20,081$3.22M0.1%+15113F-HRTimeline
MSH Capital Advisors LLC20,061$3.22M1%-3513F-HRTimeline
Stokes Family Office, LLC19,828$3.18M0.36%+25013F-HRTimeline
Sterling Financial Planning, Inc.19,655$3.16M1.14%-2213F-HRTimeline
WealthShield Partners, LLC19,622$3.15M0.41%+1,19613F-HRTimeline
Integrated Capital Management, LLC19,534$3.14M1.73%+60013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,526$3.13M0.08%-19613F-HRTimelineGroup
Aptus Capital Advisors, LLC19,339$3.1M0.04%+21613F-HRTimeline
Sigma Planning Corp19,017$3.05M0.1%+46313F-HRTimeline
VALLEY NATIONAL ADVISERS INC18,997$3.05M0.55%+64613F-HRTimeline
Grove Bank & Trust18,850$3.03M0.4%+2,67113F-HRTimeline
White Lighthouse Investment Management …18,845$3.03M0.54%-39113F-HRTimeline
Pinnacle Financial Group, LLC / IL18,376$2.95M1.07%+1,40313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC18,174$2.92M0.3%013F-HRTimeline
Stillwater Capital Advisors, LLC18,095$2.9M0.41%+15113F-HRTimeline
Avant Capital LLC18,090$2.9M2.42%-11913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC18,060$2.9M1.56%-21713F-HRTimeline
HBK Sorce Advisory LLC17,856$2.87M0.08%+83113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC17,842$2.86M0.39%-1,51813F-HRTimeline
Richard P Slaughter Associates Inc17,823$2.86M0.67%-19,66013F-HRTimeline
Cascade Financial Partners, LLC17,404$2.79M0.35%013F-HRTimeline
Steward Partners Investment Advisory, L…17,326$2.78M0.02%-70013F-HRTimeline
Cooksen Wealth, LLC17,828$2.78M2.82%+1,42713F-HRTimeline
Wedmont Private Capital18,400$2.76M0.14%+5413F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC17,124$2.75M0.77%+1,36613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…17,022$2.73M0.07%+3,23413F-HRTimelineGroup
Checchi Capital Advisers, LLC16,958$2.72M0.19%-5,20713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,934$2.72M<0.01%-2,52213F-HRTimelineGroup
Institute for Wealth Management, LLC.16,768$2.69M0.35%+8,25513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.16,760$2.69M0.2%-15113F-HRTimelineGroup
CONQUIS FINANCIAL LLC16,716$2.68M2.79%+1013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC16,527$2.65M0.25%-1,20313F-HRTimelineGroup
CENTRAL TRUST Co16,255$2.61M0.06%+7213F-HRTimeline
Prosperity Consulting Group, LLC16,253$2.61M0.2%-1,45713F-HRTimeline
OneDigital Investment Advisors LLC16,120$2.59M0.03%+76813F-HRTimeline
Foundations Investment Advisors, LLC16,050$2.58M0.05%+4713F-HRTimeline
CBIZ Investment Advisory Services, LLC16,027$2.57M0.13%013F-HR/ATimeline
Composition Wealth, LLC15,949$2.56M0.05%-70813F-HRTimeline
Peak Retirement Planning, Inc.15,841$2.54M1.41%-43413F-HRTimeline
Sterling Capital Management LLC15,826$2.54M0.04%+12,09413F-HRTimeline
Financial Guidance Group, Inc.15,821$2.54M1.37%-77913F-HRTimeline
BANK OF HAWAII15,411$2.47M0.14%-9413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,397$2.47M<0.01%new13F-HRTimelineGroup
AIMZ Investment Advisors, LLC15,066$2.42M0.84%+86013F-HRTimeline
RMR Capital Management, LLC15,027$2.41M1.74%-46613F-HRTimeline
Washington Trust Advisors, Inc.14,945$2.4M0.21%-8313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC14,778$2.37M<0.01%+2,01013F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC14,617$2.35M0.19%-2,32213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC14,588$2.34M0.07%+7213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding14,229$2.29M+250Timeline
Prime Capital Investment Advisors, LLC14,287$2.29M0.03%+1,54013F-HRTimeline
180 WEALTH ADVISORS, LLC14,101$2.26M0.36%-16313F-HRTimeline
Arax Advisory Partners14,096$2.26M0.15%+4,70813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,895$2.23M<0.01%+2,65113F-HRTimelineGroup
Werba Rubin Papier Wealth Management13,888$2.23M0.48%+78713F-HRTimeline
SageView Advisory Group, LLC13,785$2.21M0.09%-32513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,724$2.2M0.03%-88713F-HRTimelineGroup
Willis Johnson & Associates, Inc.13,709$2.2M0.17%+1,09413F-HRTimeline
GENERAL AMERICAN INVESTORS CO INC13,700$2.2M0.16%013F-HRTimeline
WEALTH ALLIANCE, LLC13,684$2.2M0.27%+44313F-HRTimeline
CULBERTSON A N & CO INC13,630$2.19M0.35%+83913F-HRTimeline
Simmons Bankin group Simmons Bank13,538$2.17M0.16%-37513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.13,433$2.16M0.07%-3,31813F-HRTimeline
Wealth Preservation Advisors, LLC13,335$2.14M1.53%13F-HRTimeline
Empirical Finance, LLC13,181$2.12M0.13%-77513F-HRTimeline
Wambolt & Associates, LLC13,086$2.1M0.71%+1,43213F-HRTimeline
PLANNING DIRECTIONS INC12,892$2.07M0.88%+3,50813F-HRTimeline
Kingsview Wealth Management, LLC12,891$2.07M0.04%-1,35313F-HRTimeline
AMG National Trust Bank12,592$2.02M0.06%-13413F-HRTimeline
Meridian Wealth Management, LLC12,581$2.02M0.1%+1,10913F-HRTimeline
Wealthfront Advisers LLC12,568$2.02M0.01%-76513F-HRTimeline
Granite FO LLC12,460$2M1.14%013F-HRTimeline
Sagace Wealth Management LLC12,361$1.98M1.5%-38613F-HRTimeline
Safeguard Financial, LLC12,292$1.97M0.43%-1,00513F-HRTimeline
SilverOak Wealth Management LLC12,185$1.96M0.42%+2913F-HRTimeline
Argent Trust Co12,082$1.94M0.08%+56013F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …11,902$1.91M1.32%-913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp11,891$1.91M0.12%-1,23913F-HRTimelineGroup
Pathway Financial Advisors LLC11,864$1.9M0.34%-3113F-HRTimeline
Financial Engines Advisors L.L.C.11,812$1.9M<0.01%-1,28913F-HRTimeline
Prospera Financial Services Inc11,745$1.89M0.04%+18313F-HRTimeline
Michels Family Financial, LLC11,568$1.86M1.68%+10113F-HRTimeline
Index Fund Advisors, Inc.11,520$1.85M0.11%-1,72513F-HRTimeline
Center For Asset Management LLC11,484$1.84M1.13%-3,47313F-HRTimeline
MTM FINANCIAL GROUP, LLC11,466$1.84M1.08%-26013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,250$1.81M0.18%-1,42213F-HR/ATimeline
TRUST CO OF VERMONT11,215$1.8M0.09%+25713F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…11,112$1.78M<0.01%013F-HRTimelineGroup
Quantinno Capital Management LP11,043$1.77M0.01%+3,56013F-HRTimeline
Ballentine Partners, LLC10,991$1.76M0.03%+24513F-HRTimeline
Focus Financial Network, Inc.10,978$1.76M0.07%+48713F-HRTimeline
Breed's Hill Capital LLC10,945$1.76M0.95%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC10,894$1.75M0.14%013F-HRTimeline
MATHER GROUP, LLC.10,879$1.75M0.02%+40313F-HRTimeline
Wells Trecaso Financial Group, LLC10,813$1.74M0.58%+10413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,706$1.72M<0.01%-6,26813F-HRTimelineGroup
MIdWestOne Financial Group, Inc.10,662$1.71M0.24%+18813F-HRTimeline
Sterling Financial Group, Inc.10,520$1.69M0.61%013F-HRTimeline
Talon Private Wealth, LLC10,515$1.69M0.23%+25213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding10,665$1.69M-1,198Timeline
WHITTIER TRUST CO10,490$1.68M0.02%+1813F-HRTimeline
STALEY CAPITAL ADVISERS INC10,285$1.65M0.07%013F-HRTimeline
Orion Porfolio Solutions, LLC10,240$1.64M0.02%+98013F-HRTimeline
Orion Portfolio Solutions, LLC10,240$1.64M0.02%+98013F-HR/ATimeline
Mainstream Capital Management LLC10,238$1.64M1.3%-1,06613F-HRTimeline
Csenge Advisory Group10,717$1.62M0.09%-67513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,093$1.62M0.1%-17213F-HRTimelineGroup
Insight Advisors, LLC/ PA10,035$1.61M0.28%-5813F-HRTimeline
Well Done, LLC9,897$1.6M0.29%-1,17713F-HRTimeline
Southland Equity Partners LLC9,736$1.56M0.36%new13F-HRTimeline
Roof Eidam Maycock Peralta, LLC9,690$1.56M0.41%-28013F-HRTimeline
Wolff Financial Management LLC9,608$1.54M0.43%+4413F-HRTimeline
SCOTIA CAPITAL INC.9,487$1.52M0.01%+6,40613F-HRTimeline
Pacific Sun Financial Corp9,470$1.52M0.86%+7013F-HRTimeline
Clear Creek Financial Management, LLC9,463$1.52M0.16%+1,54913F-HRTimeline
Ironsides Asset Advisors, LLC9,443$1.52M0.44%+113F-HRTimeline
CARDIFF PARK ADVISORS, LLC9,443$1.52M0.15%+5313F-HRTimeline
Strategic Advisors LLC9,399$1.51M0.29%+7,35413F-HRTimeline
SEEDS INVESTOR LLC9,369$1.5M0.42%-2,37213F-HRTimeline
Estate Counselors, LLC9,315$1.5M0.16%-29,55213F-HRTimeline
IEQ CAPITAL, LLC9,261$1.49M0.01%+2213F-HRTimeline
SC&H Financial Advisors, Inc.9,215$1.48M0.29%+3113F-HRTimeline
Trivium Point Advisory, LLC9,178$1.47M0.18%-38213F-HRTimeline
Snowden Capital Advisors LLC9,165$1.47M0.05%+1,20013F-HRTimeline
Belpointe Asset Management LLC9,063$1.45M0.08%+7,79513F-HRTimeline
Fortis Capital Advisors, LLC9,063$1.45M0.3%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,045$1.45M0.06%-6613F-HRTimelineGroup
Cornerstone Wealth Management, LLC9,040$1.45M0.1%+20413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC9,040$1.45M0.06%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,937$1.43M0.05%+2,80213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,890$1.43M<0.01%+1,08113F-HRTimelineGroup
Choate Investment Advisors8,787$1.41M0.04%+70013F-HRTimeline
MJT & Associates Financial Advisory Gro…8,740$1.4M1.35%13F-HRTimeline
Northeast Financial Consultants Inc8,738$1.4M0.06%-3213F-HRTimeline
MONECO ADVISORS, LLC8,640$1.39M0.14%-2713F-HR/ATimeline
Wellspring Financial Advisors, LLC786,949$1.38M0.15%-68513F-HRTimeline
Wescott Financial Advisory Group, LLC8,571$1.38M0.14%-9013F-HRTimeline
My Legacy Advisors, LLC8,439$1.35M0.52%+21113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,412$1.35M0.1%013F-HRTimeline
Gibraltar Capital Management, Inc.8,411$1.35M0.29%new13F-HRTimeline