Skip to content

VOE VANGUARD INDEX FDS

Follow

SHS (fund)

1,115 managers (1,127 13F filers) reported a position in VOE shares at 2025-06-30, 66,721,287 shares in all. 73 filers opened a position and 55 filers sold out during the quarter.

Managers
1,115
13F filers
1,127
New
73
Added
363
Reduced
389
Sold out
55
Shares held by filers
66,721,287

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
Dynamic Advisor Solutions LLC3,502$576K0.02%+1,54013F-HRTimeline
Ausdal Financial Partners, Inc.3,494$575K0.04%+26913F-HRTimeline
WP Advisors, LLC3,491$574K0.16%013F-HRTimeline
Legacy Capital Wealth Partners, LLC3,483$573K0.13%-4713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,450$570K0.02%-17513F-HRTimeline
S.A. Mason LLC3,444$566K0.27%-3713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,403$560K0.29%-23013F-HRTimeline
WealthTrak Capital Management LLC3,382$556K0.46%-713F-HRTimeline
Koshinski Asset Management, Inc.3,377$555K0.04%013F-HRTimeline
American Money Management, LLC3,338$549K0.1%013F-HRTimeline
Curi Capital, LLC3,322$549K0.01%+1,67513F-HRTimeline
QTR Family Wealth, LLC3,333$548K0.34%+513F-HRTimeline
Compound Planning, Inc.3,317$545K0.02%-2,35413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,312$545K0.21%-3313F-HRTimeline
WESBANCO BANK INC3,308$544K0.02%+41213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…3,217$540K0.2%-5813F-HRTimeline
Rialto Wealth Management, LLC3,286$540K0.15%-2913F-HRTimeline
Grantvest Financial Group LLC3,276$539K0.4%-27313F-HRTimeline
Fairscale Capital, LLC3,219$539K0.39%-5813F-HRTimeline
United Advisor Group, LLC3,265$537K0.09%+1,14013F-HRTimeline
Beaird Harris Wealth Management, LLC3,240$533K0.04%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,216$529K<0.01%-15113F-HRTimeline
Joseph P. Lucia & Associates, LLC3,201$526K0.22%-27713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,150$526K0.05%013F-HRTimeline
Parkside Financial Bank & Trust3,151$518K0.06%-78413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,136$516K0.02%+2,71413F-HRTimelineGroup
Narus Financial Partners, LLC3,137$516K0.16%-87813F-HRTimeline
Pinion Investment Advisors, LLC3,131$515K0.18%-5413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,122$513K0.05%+5013F-HRTimelineGroup
Argent Advisors, Inc.3,100$510K0.16%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,057$509K0.09%+10613F-HRTimeline
Curated Wealth Partners LLC3,079$506K0.06%013F-HRTimeline
Beacon Financial Advisory LLC3,074$506K0.13%+3813F-HRTimeline
Strategic Advisors LLC3,069$505K0.1%-6,33013F-HRTimeline
Medallion Wealth Advisors, LLC3,001$501K0.19%-21813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,028$498K0.01%-72513F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC3,009$495K0.01%-2013F-HRTimeline
AVISO WEALTH MANAGEMENT3,008$495K0.23%-11613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,008$495K0.24%013F-HRTimeline
First Bancorp, Inc /ME/3,000$493K0.28%013F-HRTimeline
Amplius Wealth Advisors, LLC2,995$493K0.05%013F-HRTimeline
BLB&B Advisors, LLC2,982$490K0.02%-75313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,977$490K0.4%+11713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,964$487K0.08%+37913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,915$487K0.23%-1,50113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,950$485K0.01%-2513F-HRTimelineGroup
Baldwin Investment Management, LLC2,944$484K0.06%-5,15013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,852$483K0.02%-34513F-HRTimelineGroup
Mill Creek Capital Advisors, LLC2,932$482K0.01%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,910$479K0.14%-313F-HRTimeline
Yoder Wealth Management, Inc.2,907$478K0.25%013F-HRTimeline
Jacobi Capital Management LLC2,902$477K0.03%+5013F-HRTimeline
Rockbridge Investment Management, LCC2,895$476K0.05%-27113F-HRTimeline
RFG Advisory, LLC2,891$475K0.01%-18513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,889$475K<0.01%-31513F-HRTimelineGroup
Horizon Investments, LLC2,876$473K0.01%+68513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC2,875$473K0.11%+12013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,873$472K0.04%-7613F-HR/ATimeline
NORTHSTAR ASSET MANAGEMENT Co2,865$471K0.11%013F-HRTimeline
Professional Financial Advisors, LLC2,837$467K0.11%+3113F-HRTimeline
BCS Wealth Management2,830$465K0.1%013F-HRTimeline
Octavia Wealth Advisors, LLC2,801$463K0.05%-42113F-HRTimeline
Investments & Financial Planning, LLC2,807$462K0.27%+813F-HRTimeline
COURIER CAPITAL LLC2,805$461K0.03%-85913F-HRTimeline
TME FINANCIAL, INC.2,801$461K0.37%-55813F-HRTimeline
Verdence Capital Advisors LLC2,795$460K0.03%+2113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH2,792$459K0.13%-38913F-HRTimeline
Advisors Capital Management, LLC2,768$455K0.01%+1,29813F-HRTimeline
Elm Partners Management LLC2,758$454K0.02%+15613F-HR/ATimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,756$453K0.05%-19113F-HRTimeline
Quad-Cities Investment Group, LLC2,750$452K0.21%+14913F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,737$450K0.01%-1,10613F-HRTimeline
NorthRock Partners, LLC2,706$447K0.01%013F-HR/ATimeline
Traveka Wealth, LLC2,711$446K0.24%+1413F-HRTimeline
Fulton Bank, N.A.2,709$446K0.02%-18613F-HRTimeline
PRIVATE TRUST CO NA2,696$443K0.04%+42713F-HRTimeline
Paragon Capital Management Ltd2,692$443K0.08%+96913F-HRTimeline
SeaCrest Wealth Management, LLC2,674$440K0.05%+16213F-HRTimeline
TPG Financial Advisors, LLC2,672$439K0.18%-90213F-HRTimeline
Vertex Planning Partners, LLC2,663$438K0.09%013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding2,632$433K+1,099Timeline
FIRST CITIZENS BANK & TRUST CO2,603$428K0.01%+4913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,600$428K<0.01%-2,81113F-HRTimelineGroup
Northwest Bancshares, Inc.2,573$423K0.07%-1313F-HRTimeline
Continuum Advisory, LLC2,541$418K0.05%-1,06613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,536$417K0.01%+6313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,521$415K0.16%-42513F-HRTimeline
Eagle Bay Advisors LLC2,503$414K0.34%013F-HRTimeline
Bank of Marin2,511$413K0.31%new13F-HRTimeline
Oxbow Advisors, LLC2,507$412K0.05%-3213F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…2,503$412K0.13%-2413F-HRTimeline
Paulson Wealth Management Inc.2,496$410K0.11%-25013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,477$409K0.02%+613F-HRTimelineGroup
Evanson Asset Management, LLC2,482$408K0.03%013F-HRTimeline
SONATA CAPITAL GROUP INC2,459$404K0.16%+5913F-HRTimeline
Sterling Investment Counsel, LLC2,452$403K0.24%+3313F-HRTimeline
Plante Moran Financial Advisors, LLC2,437$401K0.03%+2213F-HRTimeline
Beaumont Financial Advisors, LLC2,424$399K0.03%013F-HRTimeline
Altiora Financial Group, LLC2,422$398K0.08%013F-HRTimeline
Tyche Wealth Partners LLC2,420$398K0.08%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,414$397K0.06%013F-HRTimeline
BAILARD, INC.2,414$397K0.01%013F-HRTimeline
Balboa Wealth Partners2,411$396K0.08%new13F-HRTimeline
Beckerman Institutional, LLC2,388$393K0.26%-35713F-HRTimeline
Clarity Capital Advisors, LLC2,389$393K0.23%+78213F-HRTimeline
Compass Ion Advisors, LLC2,378$391K0.04%-6013F-HRTimeline
BEACON FINANCIAL GROUP2,369$390K0.04%013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.2,354$387K<0.01%+69013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,331$383K0.01%013F-HRTimeline
SIGNATUREFD, LLC2,327$383K0.01%-39613F-HRTimeline
Plancorp, LLC2,323$382K0.01%-19713F-HRTimeline
Facet Wealth, Inc.2,282$382K0.01%-42213F-HRTimeline
Archer Investment Corp2,319$381K0.09%+1813F-HRTimeline
Smith Thornton Advisors LLC2,298$378K0.22%013F-HRTimeline
HOLDERNESS INVESTMENTS CO2,290$377K0.08%-10013F-HRTimeline
Diversified Enterprises, LLC2,269$373K0.03%-14613F-HRTimeline
Klingman & Associates, LLC2,265$373K0.02%-5213F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,250$370K0.01%new13F-HRTimeline
Crane Advisory, LLC2,213$370K0.06%+80113F-HRTimeline
Foundations Investment Advisors, LLC2,245$369K0.01%-13,80513F-HRTimeline
LongView Wealth Management2,245$369K0.11%-15013F-HRTimeline
Qube Research & Technologies Ltd2,239$368K<0.01%+76013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,229$367K0.01%013F-HRTimeline
Snider Financial Group2,228$366K0.11%013F-HRTimeline
Forum Private Client Group LLC2,226$366K0.14%+713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,226$366K<0.01%013F-HRTimelineGroup
Clark Asset Management, LLC2,222$365K0.05%+67013F-HRTimeline
Fearless Solutions, LLC dba Best Invest2,219$365K0.26%013F-HRTimeline
LMG Wealth Partners, LLC2,201$362K0.07%013F-HRTimeline
Arete Wealth Advisors, LLC2,198$361K0.03%-22813F-HRTimeline
North Capital, Inc.2,195$361K0.31%013F-HRTimeline
Note Advisors, LLC2,190$360K0.25%-1,18613F-HRTimeline
Sierra Capital LLC2,182$359K0.04%-2713F-HRTimeline
Family Investment Center, Inc.2,163$357K0.08%+213F-HRTimeline
CWA Asset Management Group, LLC2,151$354K0.01%013F-HRTimeline
Destiny Wealth Partners, LLC2,139$352K0.05%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC2,127$350K0.27%013F-HRTimeline
Breakwater Capital Group2,120$349K0.06%-213F-HRTimeline
Running Point Capital Advisors, LLC2,120$349K0.1%013F-HRTimeline
Texas Bank & Trust Co2,118$348K0.14%+10013F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,114$348K0.11%+113F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,097$345K0.07%013F-HRTimeline
Intelligence Driven Advisers, LLC2,092$344K0.05%013F-HRTimeline
Fisher Asset Management, LLC2,087$343K<0.01%new13F-HRTimeline
HTG Investment Advisors, Inc.2,087$343K0.13%013F-HRTimeline
Embree Financial Group2,078$342K0.05%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.2,075$341K0.1%+42313F-HRTimeline
Brooklyn FI, LLC2,066$340K0.09%-2113F-HRTimeline
Novak & Powell Financial Services, Inc.2,066$340K0.24%-4,55013F-HRTimeline
Dorsey & Whitney Trust CO LLC2,060$339K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,042$336K<0.01%013F-HRTimelineGroup
MAS Advisors LLC2,032$334K0.55%+9813F-HRTimeline
Western Wealth Management, LLC2,027$333K0.02%-16013F-HRTimeline
waypoint wealth counsel2,005$330K0.16%013F-HRTimeline
Navis Wealth Advisors, LLC2,000$329K0.28%013F-HRTimeline
Maridea Wealth Management LLC1,999$329K0.09%013F-HRTimeline
PINNACLE ASSOCIATES LTD1,989$327K<0.01%-5913F-HRTimeline
AMARA FINANCIAL, LLC.1,984$326K0.29%-2213F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,979$325K0.01%-3313F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC1,975$325K<0.01%-28813F-HRTimeline
MASECO LLP1,968$324K0.01%13F-HRTimeline
MCF Advisors LLC1,967$324K0.02%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,943$324K0.22%-73213F-HRTimeline
Townsend & Associates, Inc1,885$322K0.03%013F-HRTimeline
Heritage Wealth Advisors1,949$321K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,925$317K<0.01%013F-HRTimelineGroup
Legacy Bridge, LLC1,925$317K0.15%013F-HRTimeline
Factor Wealth Management LTD1,925$317K0.09%+37813F-HRTimeline
One Capital Management, LLC1,919$316K0.01%+11813F-HRTimeline
Von Berge Wealth Management Group, LLC1,865$316K0.18%-2213F-HRTimeline
Idaho Trust Co1,915$315K0.11%-23513F-HRTimeline
Towerpoint Wealth, LLC1,909$314K0.14%013F-HRTimeline
Biltmore Family Office, LLC1,899$314K0.05%013F-HRTimeline
Wealthstream Advisors, Inc.1,897$312K0.05%013F-HRTimeline
LWM ADVISORS INC1,896$312K0.3%013F-HRTimeline
Cornerstone Planning Group LLC1,858$311K0.06%-3913F-HRTimeline
LOWERY THOMAS, LLC1,886$310K0.2%-30513F-HRTimeline
Capital Squared Financial LLC1,882$310K0.36%13F-HRTimeline
SAGE RHINO CAPITAL LLC1,878$309K0.07%013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,872$308K0.04%new13F-HRTimeline
Comprehensive Money Management Services…1,865$307K0.23%-25013F-HRTimeline
IFG Advisory, LLC1,862$306K0.02%+35313F-HRTimeline
Long Island Wealth Management, Inc.1,854$305K0.16%new13F-HRTimeline
TSFG, LLC1,851$304K0.06%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV1,844$303K0.29%-1713F-HRTimeline
McGlone Suttner Wealth Management, Inc.1,842$303K0.05%-75313F-HRTimeline
Finward Bancorp1,837$302K0.24%-3013F-HRTimeline
Verum Partners LLC1,825$300K0.07%013F-HRTimeline
Valmark Advisers, Inc.1,823$300K<0.01%+14413F-HRTimeline
Moloney Securities Asset Management, LLC1,816$299K0.04%013F-HRTimeline
Benchmark Wealth Management, LLC1,797$296K0.13%013F-HRTimeline
Soltis Investment Advisors LLC1,796$295K0.02%-6013F-HRTimeline
BIP Wealth, LLC1,796$295K0.02%-66313F-HRTimeline
Private Wealth Asset Management, LLC1,793$295K0.04%+15413F-HRTimeline
SkyOak Wealth, LLC1,786$294K0.06%013F-HRTimeline
Grey Fox Wealth Advisors, LLC1,768$292K0.07%-10013F-HRTimeline
Ethos Financial Group, LLC1,764$292K0.03%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.1,768$291K0.07%013F-HRTimeline
Retirement Planning Group, LLC1,750$288K0.01%-213F-HRTimeline
Ameliora Wealth Management Ltd.1,750$288K0.1%013F-HRTimeline