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Disclosery

VOE VANGUARD INDEX FDS

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SHS (fund)

1,114 managers (1,126 13F filers) reported a position in VOE shares at 2025-06-30, 66,721,274 shares in all. 73 filers opened a position and 55 filers sold out during the quarter.

Managers
1,114
13F filers
1,126
New
73
Added
363
Reduced
389
Sold out
55
Shares held by filers
66,721,274

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TAGStone Capital, Inc.29,178$4.9M2.02%+1,46813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management29,338$4.82M0.17%+15313F-HRTimelineGroup
IVC Wealth Advisors LLC28,844$4.74M2.31%+4,00013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.28,690$4.72M0.01%+3,34613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.28,643$4.71M0.1%+15,21013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,283$4.65M<0.01%+3,97013F-HRTimelineGroup
Mutual Advisors, LLC27,093$4.62M0.12%+77813F-HRTimeline
Atria Wealth Solutions, Inc.27,733$4.6M0.1%-11313F-HRTimeline
Petix & Botte Co27,903$4.59M1.13%-1,34913F-HRTimeline
Midwest Financial Group LLC27,899$4.59M2.41%+44113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC27,670$4.55M3.76%-30313F-HRTimeline
Glenview Trust Co27,350$4.5M0.08%+2,08913F-HRTimeline
Cresset Asset Management, LLC27,138$4.49M0.02%-1,64613F-HR/ATimeline
NovaPoint Capital, LLC27,183$4.47M1.37%-7313F-HRTimeline
RoundAngle Advisors LLC27,066$4.45M3.72%-49413F-HRTimeline
Perigon Wealth Management, LLC27,022$4.44M0.1%-29613F-HRTimeline
Integrated Wealth Concepts LLC27,000$4.44M0.04%-16513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV27,000$4.44M0.97%+1,01413F-HRTimeline
Bruce G. Allen Investments, LLC26,530$4.36M3.31%+10413F-HRTimeline
Sterling Capital Management LLC26,497$4.36M0.06%+10,67113F-HR/ATimeline
Whitegate Investment Counselors, Inc.26,353$4.33M1.47%+95313F-HRTimeline
FIRST UNITED BANK & TRUST26,155$4.3M1.5%-1,05113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …26,150$4.3M0.07%-43513F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC25,908$4.26M1.09%+77713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC25,846$4.25M0.01%-1,17113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25,830$4.25M0.19%-20913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …25,673$4.22M0.1%+6,14713F-HRTimelineGroup
Clear Harbor Asset Management, LLC25,579$4.21M0.32%+1,14313F-HRTimeline
Arax Advisory Partners25,533$4.2M0.19%+11,43713F-HRTimeline
B. Riley Wealth Advisors, Inc.25,546$4.2M0.2%+20,08913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC25,455$4.19M0.01%-1,13413F-HRTimelineGroup
JNBA Financial Advisors25,329$4.17M0.4%-3813F-HRTimeline
Keystone Financial Services, LLC25,254$4.15M3.16%+77113F-HRTimeline
Dakota Wealth Management25,044$4.12M0.09%-1,20913F-HRTimeline
Atria Investments, Inc24,995$4.11M0.05%+1,75113F-HRTimeline
Ashton Thomas Private Wealth, LLC24,733$4.09M0.14%-30,01513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV24,502$4.03M1.22%-34813F-HRTimeline
CHOREO, LLC24,368$4.03M0.06%+1,23413F-HRTimeline
INTEGRITY ALLIANCE, LLC.24,374$4.01M0.22%-46813F-HRTimeline
LifePlan Investment Advisors, Inc.24,323$4M1.99%-4413F-HRTimeline
Institute for Wealth Management, LLC.24,176$3.98M0.44%+7,40813F-HRTimeline
GC Wealth Management RIA, LLC23,968$3.94M0.32%-2,61113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp23,895$3.93M<0.01%-7,09713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC23,832$3.92M0.02%-5,29613F-HRTimelineGroup
Mustard Seed Financial, LLC23,753$3.91M2.81%+1,09713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,616$3.88M0.09%-55,56213F-HRTimelineGroup
Integrated Capital Management, LLC23,038$3.83M1.84%+3,50413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,200$3.82M0.01%new13F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…23,200$3.82M0.03%new13F-HRTimelineGroup
Tacita Capital Inc23,186$3.81M2.45%+17513F-HRTimeline
Advisory Services Network, LLC22,528$3.77M0.06%+1,48413F-HRTimeline
Fee-Only Financial Planning, L.C.22,771$3.74M2.32%+13613F-HRTimeline
Stokes Family Office, LLC22,578$3.71M0.39%+2,75013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …22,319$3.67M0.24%-2,90613F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding22,153$3.64M-3,070Timeline
Envision Financial LLC22,086$3.63M2.42%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,062$3.63M0.03%+1,69613F-HR/ATimelineGroup
Black Diamond Financial, LLC21,664$3.56M0.55%-2,60313F-HRTimeline
Ifrah Financial Services, Inc.21,657$3.56M0.97%-25213F-HRTimeline
LPWM LLC21,473$3.53M1.03%+9013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,384$3.52M0.05%+76013F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.21,182$3.51M1.46%-43013F-HRTimeline
Gilman Hill Asset Management, LLC21,233$3.49M0.57%+13,72513F-HRTimeline
Thrive Capital Management, LLC21,135$3.48M1.09%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC21,063$3.46M0.67%-55513F-HRTimeline
MGO ONE SEVEN LLC20,984$3.45M0.11%+4013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC20,628$3.39M2.76%+13613F-HRTimeline
Manchester Capital Management LLC20,539$3.38M0.44%-31,67513F-HRTimeline
BRIGHTON JONES LLC20,490$3.37M0.09%+40913F-HRTimeline
MSH Capital Advisors LLC20,381$3.35M0.97%+32013F-HRTimeline
Pinnacle Financial Group, LLC / IL20,340$3.35M1.12%+1,96413F-HRTimeline
Sterling Financial Planning, Inc.20,329$3.34M1.12%+67413F-HRTimeline
Grove Bank & Trust19,835$3.26M0.41%+98513F-HRTimeline
White Lighthouse Investment Management …18,990$3.12M0.51%+14513F-HRTimeline
VALLEY NATIONAL ADVISERS INC18,921$3.11M0.51%-7613F-HRTimeline
Aptus Capital Advisors, LLC18,817$3.09M0.03%-52213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,551$3.05M<0.01%+3,15413F-HRTimelineGroup
WealthShield Partners, LLC18,466$3.04M0.37%-1,15613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC18,152$2.99M0.75%+1,02813F-HRTimeline
Stillwater Capital Advisors, LLC18,150$2.98M0.38%+5513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC18,125$2.98M1.54%+6513F-HRTimeline
Wedmont Private Capital17,839$2.98M0.13%-56113F-HRTimeline
Avant Capital LLC18,073$2.97M2.31%-1713F-HRTimeline
Sigma Planning Corp18,061$2.97M0.09%-95613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC18,000$2.96M0.25%-17413F-HRTimeline
Apella Capital, LLC17,743$2.94M0.08%new13F-HRTimeline
Cascade Financial Partners, LLC17,859$2.94M0.35%+45513F-HRTimeline
Willis Johnson & Associates, Inc.17,790$2.93M0.2%+4,08113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC17,481$2.87M0.36%-36113F-HRTimeline
Cooksen Wealth, LLC17,092$2.81M2.26%-73613F-HRTimeline
rebel Financial LLC16,963$2.8M1.28%13F-HRTimeline
HBK Sorce Advisory LLC16,946$2.79M0.08%-91013F-HRTimeline
FLOW TRADERS U.S. LLC16,662$2.74M0.1%new13F-HRTimeline
OneDigital Investment Advisors LLC16,523$2.72M0.03%+40313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.16,369$2.69M0.19%-39113F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC16,312$2.68M0.1%-7,88213F-HRTimelineGroup
CULBERTSON A N & CO INC16,208$2.67M0.41%+2,57813F-HRTimeline
CENTRAL TRUST Co16,145$2.66M0.06%-11013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC16,027$2.65M0.25%-50013F-HRTimelineGroup
Checchi Capital Advisers, LLC16,085$2.65M0.18%-87313F-HRTimeline
CBIZ Investment Advisory Services, LLC16,027$2.64M0.12%013F-HRTimeline
Ellevest, Inc.16,000$2.63M0.42%-93,42413F-HRTimeline
Composition Wealth, LLC15,995$2.63M0.04%+4613F-HRTimeline
CONQUIS FINANCIAL LLC15,871$2.62M2.55%-84513F-HRTimeline
Steward Partners Investment Advisory, L…15,787$2.6M0.02%-1,53913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…15,394$2.53M0.06%-1,62813F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding15,353$2.52M+575Timeline
Financial Guidance Group, Inc.15,351$2.52M1.23%-47013F-HRTimeline
Washington Trust Advisors, Inc.15,244$2.51M0.2%+29913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,119$2.49M<0.01%+1,22413F-HRTimelineGroup
Prosperity Consulting Group, LLC14,797$2.43M0.18%-1,45613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,778$2.43M<0.01%-2,15613F-HR/ATimelineGroup
WEALTH ALLIANCE, LLC14,679$2.41M0.27%+99513F-HRTimeline
Peak Retirement Planning, Inc.14,594$2.4M0.97%-1,24713F-HRTimeline
Drucker Wealth 3.0, LLC14,305$2.39M0.46%+10,29913F-HRTimeline
Werba Rubin Papier Wealth Management14,460$2.38M0.45%+57213F-HRTimeline
MMA ASSET MANAGEMENT LLC14,424$2.37M0.91%+10,35413F-HRTimeline
BANK OF HAWAII14,377$2.36M0.12%-1,03413F-HRTimeline
Quantinno Capital Management LP14,335$2.36M0.01%+3,29213F-HRTimeline
Center For Asset Management LLC14,581$2.35M1.45%+3,09713F-HRTimeline
180 WEALTH ADVISORS, LLC14,217$2.34M0.33%+11613F-HRTimeline
AIMZ Investment Advisors, LLC13,956$2.3M0.77%-1,11013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding13,889$2.29M+3,224Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC13,905$2.29M0.06%-68313F-HRTimeline
GENERAL AMERICAN INVESTORS CO INC13,700$2.25M0.15%013F-HRTimeline
Wealth Preservation Advisors, LLC13,627$2.24M1.38%+29213F-HRTimeline
Kingsview Wealth Management, LLC13,567$2.23M0.04%+67613F-HRTimeline
Sound View Wealth Advisors Group, LLC13,298$2.19M0.16%-1,31913F-HRTimeline
Empirical Finance, LLC13,181$2.17M0.11%013F-HRTimeline
Prospera Financial Services Inc13,090$2.15M0.04%+1,34513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,955$2.13M<0.01%+4,06513F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding12,737$2.09M-1,492Timeline
Wambolt & Associates, LLC12,465$2.08M0.7%-62113F-HRTimeline
AMG National Trust Bank12,562$2.07M0.05%-3013F-HRTimeline
Granite FO LLC12,460$2.05M1.16%013F-HRTimeline
Simmons Bankin group Simmons Bank12,331$2.03M0.14%-1,20713F-HRTimelineGroup
Sagace Wealth Management LLC12,095$1.99M1.49%-26613F-HRTimeline
SilverOak Wealth Management LLC12,069$1.98M0.37%-11613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp12,066$1.98M0.12%+17513F-HRTimelineGroup
Pathway Financial Advisors LLC11,864$1.95M0.29%013F-HRTimeline
Financial Engines Advisors L.L.C.11,818$1.94M<0.01%+613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,752$1.93M0.17%+50213F-HR/ATimeline
Michels Family Financial, LLC11,685$1.92M1.64%+11713F-HRTimeline
MTM FINANCIAL GROUP, LLC11,561$1.9M1.03%+9513F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …11,530$1.9M1.17%-37213F-HRTimeline
Index Fund Advisors, Inc.11,520$1.89M0.11%013F-HRTimeline
RMR Capital Management, LLC11,358$1.87M1.34%-3,66913F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…11,112$1.83M<0.01%013F-HRTimelineGroup
Inlight Wealth Management, LLC11,010$1.81M0.94%+6,65613F-HRTimeline
Meridian Wealth Management, LLC11,008$1.81M0.08%-1,57313F-HRTimeline
Ballentine Partners, LLC10,991$1.81M0.03%013F-HRTimeline
MATHER GROUP, LLC.10,968$1.8M0.02%+8913F-HRTimeline
Breed's Hill Capital LLC10,945$1.8M0.87%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC10,894$1.79M0.13%013F-HRTimeline
Wells Trecaso Financial Group, LLC10,847$1.78M0.55%+3413F-HRTimeline
Net Worth Advisory Group10,767$1.77M0.39%+7,67213F-HRTimeline
Argent Trust Co10,712$1.76M0.07%-1,37013F-HRTimeline
Global Retirement Partners, LLC10,702$1.76M0.04%13F-HRTimeline
Prime Capital Investment Advisors, LLC10,698$1.76M0.02%-3,58913F-HRTimeline
Sterling Financial Group, Inc.10,520$1.73M0.58%013F-HRTimeline
SageView Advisory Group, LLC10,203$1.73M0.07%-3,58213F-HRTimeline
Focus Financial Network, Inc.10,447$1.73M0.07%-53113F-HRTimeline
Wealthfront Advisers LLC10,497$1.73M<0.01%-2,07113F-HRTimeline
STALEY CAPITAL ADVISERS INC10,285$1.69M0.07%013F-HRTimeline
Cornerstone Wealth Management, LLC10,208$1.68M0.1%+1,16813F-HRTimeline
Mainstream Capital Management LLC10,207$1.68M1.22%-3113F-HRTimeline
WHITTIER TRUST CO10,099$1.66M0.02%-39113F-HRTimeline
Csenge Advisory Group10,270$1.66M0.09%-44713F-HRTimeline
MIdWestOne Financial Group, Inc.10,059$1.65M0.21%-60313F-HRTimeline
Well Done, LLC10,032$1.65M0.31%+13513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,027$1.65M0.04%-6613F-HRTimelineGroup
Insight Advisors, LLC/ PA9,985$1.64M0.26%-5013F-HRTimeline
Lionshead Wealth Management, LLC9,812$1.62M1.5%+2,63513F-HRTimeline
TRUST CO OF VERMONT9,810$1.61M0.08%-1,40513F-HRTimeline
Roof Eidam Maycock Peralta, LLC9,750$1.6M0.4%+6013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,744$1.6M0.04%+80713F-HRTimeline
IEQ CAPITAL, LLC9,641$1.59M0.01%+38013F-HRTimeline
LifeWealth Investments, LLC9,635$1.58M0.58%+2,22013F-HR/ATimeline
Wolff Financial Management LLC9,577$1.57M0.41%-3113F-HRTimeline
SCOTIA CAPITAL INC.9,487$1.56M0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC9,443$1.55M0.13%013F-HRTimeline
Pacific Sun Financial Corp9,430$1.55M0.81%-4013F-HRTimeline
NWAM LLC9,113$1.52M0.09%+5,25413F-HR/ATimeline
SC&H Financial Advisors, Inc.9,215$1.52M0.26%013F-HRTimeline
Ironsides Asset Advisors, LLC9,185$1.51M0.44%-25813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,120$1.5M0.02%-4,60413F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC9,042$1.49M0.06%+213F-HRTimeline
Gibraltar Capital Management, Inc.8,973$1.48M0.29%+56213F-HRTimeline
CW Advisors, LLC8,927$1.47M0.01%+1,18513F-HRTimeline
Joel Isaacson & Co., LLC8,890$1.46M0.06%+2,33613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,833$1.45M0.05%-21213F-HRTimelineGroup
Orion Porfolio Solutions, LLC8,801$1.45M0.01%-1,43913F-HR/ATimeline
Choate Investment Advisors8,787$1.45M0.03%013F-HRTimeline
Snowden Capital Advisors LLC8,727$1.44M0.04%-43813F-HRTimeline
Northeast Financial Consultants Inc8,738$1.44M0.06%013F-HRTimeline
SEEDS INVESTOR LLC8,731$1.44M0.34%-63813F-HRTimeline
HOWE & RUSLING INC8,721$1.43M0.11%+3,89213F-HRTimeline
Zhang Financial LLC8,679$1.43M0.07%+1,10513F-HRTimeline
MJT & Associates Financial Advisory Gro…8,648$1.42M1.76%-9213F-HR/ATimeline
Wescott Financial Advisory Group, LLC8,535$1.4M0.13%-3613F-HRTimeline