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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
Advyzon Investment Management, LLC3,484$564K0.22%13F-HRTimeline
S.A. Mason LLC3,481$563K0.3%013F-HRTimeline
Copia Wealth Management3,479$563K0.54%13F-HRTimeline
Joseph P. Lucia & Associates, LLC3,477$562K0.25%-4713F-HRTimeline
ALLIANCEBERNSTEIN L.P.3,472$562K<0.01%+34213F-HRTimeline
WP Advisors, LLC3,468$561K0.19%+2113F-HRTimeline
Medallion Wealth Advisors, LLC3,452$559K0.28%13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,429$555K0.01%+24813F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,396$549K0.02%+64213F-HRTimeline
Grantvest Financial Group LLC3,385$548K0.61%13F-HRTimeline
Qube Research & Technologies Ltd3,385$548K<0.01%+49313F-HRTimeline
COURIER CAPITAL LLC3,363$544K0.04%+3713F-HRTimeline
American Money Management, LLC3,356$543K0.11%-3513F-HRTimeline
ETF Portfolio Partners, Inc.3,350$542K0.16%+22913F-HRTimeline
CW Advisors, LLC3,349$542K0.01%+10713F-HRTimeline
Passumpsic Savings Bank3,347$541K0.34%+14713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,347$541K0.29%-1913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC3,329$539K<0.01%new13F-HRTimelineGroup
AVISO WEALTH MANAGEMENT3,316$536K0.27%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…3,217$534K0.2%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,292$533K<0.01%-36113F-HRTimelineGroup
Fairscale Capital, LLC3,284$531K0.46%013F-HRTimeline
Horizon Investment Services, LLC3,282$531K0.23%+13213F-HRTimeline
Pinion Investment Advisors, LLC3,272$529K0.21%-6413F-HRTimeline
Koshinski Asset Management, Inc.3,237$524K0.05%+3113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,150$520K0.05%new13F-HRTimeline
Parkside Financial Bank & Trust3,210$519K0.07%013F-HRTimeline
PFG Investments, LLC3,207$519K0.03%-16313F-HRTimeline
Octavia Wealth Advisors, LLC3,196$517K0.06%-15813F-HRTimeline
CENTAURUS FINANCIAL, INC.3,175$514K0.03%-3013F-HRTimeline
RFG Advisory, LLC3,169$513K0.01%+93013F-HRTimeline
Curated Wealth Partners LLC3,148$509K0.06%new13F-HRTimeline
Argent Advisors, Inc.3,100$501K0.19%-71013F-HRTimeline
Beaird Harris Wealth Management, LLC3,093$500K0.04%+1813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,089$500K0.06%-1,25813F-HRTimelineGroup
Paulson Wealth Management Inc.3,083$499K0.14%-12913F-HRTimeline
SCOTIA CAPITAL INC.3,081$498K<0.01%+3113F-HRTimeline
Ausdal Financial Partners, Inc.3,081$498K0.04%+67113F-HRTimeline
MorganRosel Wealth Management, LLC3,061$495K0.16%+45413F-HRTimeline
Snider Financial Group3,045$493K0.15%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,024$489K0.01%+2,52013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC3,010$487K0.12%-5013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,008$487K0.25%13F-HRTimeline
First Bancorp, Inc /ME/3,000$485K0.33%-10013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,984$483K0.01%+15413F-HRTimelineGroup
Amplius Wealth Advisors, LLC2,980$482K0.05%+113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,973$481K0.37%13F-HRTimeline
Professional Financial Advisors, LLC2,960$479K0.12%+6813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,946$477K0.2%-75513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,945$476K0.06%+8813F-HRTimeline
Ocean Park Asset Management, LLC2,940$476K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…2,933$474K0.05%-20813F-HRTimeline
Mill Creek Capital Advisors, LLC2,932$474K0.01%013F-HRTimeline
Yoder Wealth Management, Inc.2,907$470K0.26%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,953$470K0.1%-28313F-HRTimeline
WESBANCO BANK INC2,904$470K0.02%+6813F-HRTimeline
HORIZON BANCORP INC /IN/2,873$465K0.22%+9213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,873$465K0.04%013F-HR/ATimeline
NORTHSTAR ASSET MANAGEMENT Co2,865$463K0.11%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,864$463K<0.01%+1,25313F-HRTimelineGroup
Jacobi Capital Management LLC2,843$460K0.03%-47813F-HRTimeline
BCS Wealth Management2,830$458K0.11%new13F-HRTimeline
Grant/GrossMendelsohn, LLC2,819$456K0.24%+12913F-HRTimeline
Net Worth Advisory Group2,810$455K0.14%+5813F-HRTimeline
MAS Advisors LLC2,797$452K0.76%-86313F-HRTimeline
Investments & Financial Planning, LLC2,787$451K0.28%+913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,782$450K<0.01%+42113F-HRTimelineGroup
Old North State Wealth Management, LLC2,762$448K0.25%+49113F-HRTimeline
Rehmann Capital Advisory Group2,762$447K0.03%-413F-HRTimeline
Hill Investment Group Partners, LLC2,753$445K0.06%new13F-HRTimeline
Savvy Advisors, Inc.2,745$444K0.05%new13F-HRTimeline
Beckerman Institutional, LLC2,744$444K0.36%+65013F-HRTimeline
HM PAYSON & CO2,730$442K0.01%+1,66713F-HRTimeline
Summit Financial Strategies, Inc.2,707$438K0.05%+1,21913F-HRTimeline
NorthRock Partners, LLC2,706$438K0.01%+3613F-HR/ATimeline
Vertex Planning Partners, LLC2,697$436K0.1%+2213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,697$436K0.01%-9813F-HRTimeline
Traveka Wealth, LLC2,696$436K0.24%013F-HRTimeline
Goelzer Investment Management, Inc.2,655$430K0.02%+27613F-HRTimeline
United Advisor Group, LLC2,627$425K0.08%-1,24713F-HRTimeline
PRIVATE TRUST CO NA2,605$421K0.04%+28513F-HRTimeline
Fulton Bank, N.A.2,602$421K0.02%+20213F-HRTimeline
Plancorp, LLC2,600$421K0.02%-9513F-HRTimeline
Northwest Bancshares, Inc.2,587$418K0.08%-3213F-HRTimeline
Quad-Cities Investment Group, LLC2,555$413K0.2%-213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,552$413K0.16%-43013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…2,548$412K0.15%-4013F-HRTimeline
Elm Partners Management LLC2,541$411K0.03%+5713F-HRTimeline
Oxbow Advisors, LLC2,539$411K0.05%-2913F-HRTimeline
Eagle Bay Advisors LLC2,503$405K0.25%013F-HRTimeline
FSA Wealth Management LLC2,501$405K0.16%-5413F-HRTimeline
PFG Advisors2,470$400K0.02%-8213F-HRTimeline
Evanson Asset Management, LLC2,469$399K0.03%+813F-HRTimeline
Beaumont Financial Advisors, LLC2,459$398K0.03%-813F-HRTimeline
Plan A Wealth LLC2,434$394K0.36%13F-HRTimeline
Compass Ion Advisors, LLC2,433$394K0.05%-31413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,429$393K<0.01%+11613F-HRTimelineGroup
Altiora Financial Group, LLC2,422$392K0.09%013F-HRTimeline
Tyche Wealth Partners LLC2,420$391K0.08%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,413$390K0.06%+113F-HRTimeline
Plante Moran Financial Advisors, LLC2,406$389K0.03%+27813F-HRTimeline
SONATA CAPITAL GROUP INC2,400$388K0.16%013F-HRTimeline
HOLDERNESS INVESTMENTS CO2,390$387K0.09%-44913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,389$386K0.27%+8013F-HRTimeline
Beacon Financial Advisory LLC2,382$385K0.13%-1313F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC2,377$385K0.28%013F-HRTimeline
Arkadios Wealth Advisors2,376$384K0.02%+1713F-HRTimeline
BEACON FINANCIAL GROUP2,369$383K0.04%013F-HRTimeline
Diversified Enterprises, LLC2,346$380K0.04%+6513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,345$379K0.01%+113F-HRTimeline
WR Wealth Planners, LLC2,339$378K0.12%013F-HRTimeline
Valmark Advisers, Inc.2,321$376K0.01%+32713F-HRTimeline
Archer Investment Corp2,321$375K0.1%+7413F-HRTimeline
Fearless Solutions, LLC dba Best Invest2,319$375K0.29%13F-HRTimeline
Klingman & Associates, LLC2,317$375K0.02%-51213F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd2,302$372K0.01%new13F-HRTimelineGroup
Smith Thornton Advisors LLC2,298$372K0.23%013F-HRTimeline
LOWERY THOMAS, LLC2,285$370K0.24%-22513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,281$369K0.01%+75813F-HRTimeline
Grey Fox Wealth Advisors, LLC2,264$366K0.1%013F-HRTimeline
Round Rock Advisors LLC2,253$364K0.07%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,244$363K0.01%-2,02713F-HRTimeline
TWO SIGMA SECURITIES, LLC2,231$361K0.07%+16313F-HRTimeline
Forum Private Client Group LLC2,227$360K0.16%-25613F-HRTimeline
Sterling Investment Counsel, LLC2,210$358K0.24%+1513F-HRTimeline
Sierra Capital LLC2,206$357K0.04%+213F-HRTimeline
Family Investment Center, Inc.2,205$357K0.09%-813F-HRTimeline
LMG Wealth Partners, LLC2,186$354K0.08%+1313F-HRTimeline
CWA Asset Management Group, LLC2,183$353K0.02%+5813F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC2,180$353K<0.01%013F-HRTimeline
Idaho Trust Co2,150$348K0.18%-99113F-HRTimeline
Destiny Wealth Partners, LLC2,139$346K0.06%013F-HRTimeline
Intelligence Driven Advisers, LLC2,136$346K0.07%+18013F-HRTimeline
Golden State Wealth Management, LLC2,127$344K0.05%13F-HRTimeline
Nikulski Financial, Inc.2,123$344K0.1%-5013F-HRTimeline
Running Point Capital Advisors, LLC2,120$343K0.12%+2,09013F-HRTimeline
Comprehensive Money Management Services…2,115$342K0.28%13F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,114$342K0.12%+14813F-HRTimeline
Rossby Financial, LCC2,105$341K0.22%13F-HRTimeline
Maridea Wealth Management LLC2,098$339K0.11%13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,097$339K0.08%013F-HRTimeline
HTG Investment Advisors, Inc.2,087$338K0.15%013F-HRTimeline
Brooklyn FI, LLC2,087$338K0.11%+2113F-HR/ATimeline
Embree Financial Group2,083$337K0.06%+3313F-HRTimeline
Breakwater Capital Group2,076$336K0.07%-313F-HRTimeline
GWN SECURITIES INC.2,071$335K0.09%13F-HRTimeline
Dorsey & Whitney Trust CO LLC2,060$333K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,047$331K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Advisors LLC2,045$331K0.06%+28313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,042$330K<0.01%013F-HRTimelineGroup
Bank of Marin2,014$326K0.26%-2213F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,014$326K0.23%+64213F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,012$325K0.01%+1213F-HRTimelineGroup
waypoint wealth counsel2,005$324K0.21%013F-HRTimeline
Navis Wealth Advisors, LLC2,000$324K0.35%013F-HRTimeline
AMARA FINANCIAL, LLC.1,993$322K0.3%+1213F-HRTimeline
Richmond Investment Services, LLC1,993$322K0.18%13F-HRTimeline
CURIO WEALTH, LLC1,979$320K0.17%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,977$320K0.01%-59513F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV1,975$319K0.32%-39013F-HRTimeline
MCF Advisors LLC1,967$318K0.02%013F-HRTimeline
Townsend & Associates, Inc1,885$317K0.03%013F-HRTimeline
Sargent Investment Group, LLC1,963$315K0.05%013F-HRTimeline
Heritage Wealth Advisors1,949$315K0.02%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,947$315K0.15%013F-HRTimeline
LongView Wealth Management1,945$315K0.1%+3013F-HRTimeline
Von Berge Wealth Management Group, LLC1,882$314K0.19%+513F-HRTimeline
Optivise Advisory Services LLC1,933$313K0.17%+813F-HRTimeline
Horizon Investments, LLC1,933$313K0.01%-39013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,931$312K0.06%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,925$312K<0.01%+53513F-HRTimelineGroup
Cornerstone Planning Group LLC1,863$312K0.08%-1,59513F-HRTimeline
Legacy Bridge, LLC1,925$311K0.16%013F-HRTimeline
Mission Creek Capital Partners, Inc.1,923$311K0.07%-10813F-HRTimeline
Towerpoint Wealth, LLC1,909$309K0.15%013F-HRTimeline
Financial Partners Group, Inc1,906$308K0.04%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,899$307K0.02%-4913F-HR/ATimelineGroup
Biltmore Family Office, LLC1,899$307K0.05%013F-HRTimeline
Wealthstream Advisors, Inc.1,897$307K0.06%+113F-HRTimeline
BIP Wealth, LLC1,893$306K0.02%+5313F-HRTimeline
Sovran Advisors, LLC1,878$305K0.04%13F-HRTimeline
Finward Bancorp1,867$302K0.26%13F-HRTimeline
Venturi Wealth Management, LLC1,867$302K0.01%013F-HRTimeline
TSFG, LLC1,854$300K0.06%+113F-HRTimeline
Western Wealth Management, LLC1,850$299K0.02%-1213F-HR/ATimeline
SAGE RHINO CAPITAL LLC1,849$299K0.07%+18913F-HRTimeline
Gotham Asset Management, LLC1,845$298K<0.01%new13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC1,980$298K0.19%013F-HRTimeline
Performance Wealth Partners, LLC1,831$296K0.01%013F-HRTimeline
Benchmark Wealth Management, LLC1,830$296K0.15%013F-HRTimeline
Verum Partners LLC1,825$295K0.08%013F-HRTimeline
Moloney Securities Asset Management, LLC1,816$294K0.04%-5813F-HRTimeline
One Capital Management, LLC1,801$291K0.01%013F-HRTimeline
MGB Wealth Management, LLC1,797$290K0.09%-1,79113F-HRTimeline
Galvin, Gaustad & Stein, LLC1,788$289K0.03%new13F-HRTimeline
SkyOak Wealth, LLC1,782$288K0.06%013F-HRTimeline
Cabana LLC1,773$287K1.42%-9813F-HRTimeline
Newman Dignan & Sheerar, Inc.1,756$284K0.07%-8513F-HRTimeline
Retirement Planning Group, LLC1,750$283K0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.1,750$283K0.11%013F-HRTimeline