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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
Soltis Investment Advisors LLC1,745$282K0.03%+4313F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc1,733$280K0.17%13F-HRTimeline
Accelerate Investment Advisors LLC1,703$276K0.24%new13F-HRTimeline
Resurgent Financial Advisors LLC1,699$275K0.16%+3313F-HRTimeline
Cornerstone Management, Inc.1,698$275K0.05%013F-HRTimeline
PINNACLE ASSOCIATES LTD1,698$275K<0.01%new13F-HRTimeline
Quadcap Wealth Management, LLC1,695$274K0.04%+513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,668$270K0.02%+11413F-HRTimeline
Venture Visionary Partners LLC1,647$267K0.01%+913F-HR/ATimeline
Root Financial Partners, LLC1,646$266K0.03%new13F-HRTimeline
Colony Family Offices, LLC1,640$265K0.08%new13F-HRTimeline
Advisors Capital Management, LLC1,629$264K<0.01%new13F-HRTimeline
IFG Advisory, LLC1,627$263K0.01%new13F-HRTimeline
Freedom Financial Partners LLC1,610$260K0.13%13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,608$260K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,607$260K0.22%13F-HRTimeline
Financial Freedom, LLC1,599$259K0.14%+413F-HRTimeline
Caldwell Trust Co1,598$259K0.03%013F-HRTimeline
Foundation Wealth Management, LLC\PA1,592$258K0.12%13F-HRTimeline
Pine Valley Investments Ltd Liability Co1,585$256K0.02%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,579$255K0.2%013F-HRTimeline
Laird Norton Wetherby Wealth Management…1,571$254K0.01%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,567$253K0.08%013F-HRTimeline
Cravens & Co Advisors, LLC1,560$252K0.19%013F-HRTimeline
CGN Advisors LLC1,556$252K0.02%-2113F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS1,556$252K<0.01%-10613F-HRTimeline
BLALOCK WILLIAMS, LLC1,556$252K0.29%13F-HRTimeline
WEALTH EFFECTS LLC1,556$252K0.09%+1813F-HRTimeline
Clark Asset Management, LLC1,552$251K0.05%013F-HRTimeline
Roundview Capital LLC1,548$250K0.02%+25013F-HRTimeline
Lion Street Advisors, LLC1,547$250K0.08%013F-HRTimeline
Dodds Wealth, LLC1,497$249K0.08%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,541$249K0.02%+1413F-HRTimeline
City State Bank1,536$248K0.09%-25413F-HRTimeline
Meriwether Wealth & Planning, LLC1,526$247K0.18%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,523$246K0.04%+913F-HRTimelineGroup
Factor Wealth Management LTD1,509$244K0.08%13F-HRTimeline
Endowment Wealth Management, Inc.1,507$244K0.16%-1613F-HRTimeline
Sonora Investment Management Group, LLC1,501$243K0.02%+16713F-HRTimeline
Integris Wealth Management, LLC1,500$243K0.07%013F-HRTimeline
PATTEN & PATTEN INC/TN1,498$242K0.02%-213F-HRTimeline
Clarity Capital Advisors, LLC1,491$241K0.16%+2313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,488$241K<0.01%+8813F-HR/ATimelineGroup
JPL Wealth Management, LLC1,487$241K0.07%13F-HRTimeline
TruNorth Capital Management, LLC1,472$238K0.07%013F-HRTimeline
LWM ADVISORS INC1,472$238K0.24%13F-HRTimeline
Facet Wealth, Inc.1,443$238K0.01%-1,20813F-HRTimeline
Coastline Trust Co1,460$236K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,457$236K0.01%new13F-HRTimelineGroup
Lodestone Wealth Management LLC1,455$235K0.12%013F-HRTimeline
Sachetta, LLC1,441$233K0.09%-1613F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC1,439$233K0.12%-16013F-HRTimeline
Parallel Advisors, LLC1,436$232K0.01%013F-HRTimeline
BAILARD, INC.1,429$231K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,429$231K<0.01%+1,33013F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC1,426$231K0.15%+8313F-HRTimeline
BOK Financial Private Wealth, Inc.1,419$230K0.02%013F-HRTimeline
Crane Advisory, LLC1,412$229K0.04%013F-HRTimeline
Archer Investment Management, LLC1,412$228K0.14%13F-HRTimeline
Gemmer Asset Management LLC1,412$228K0.02%+713F-HRTimeline
GDS Wealth Management1,409$228K0.02%013F-HRTimeline
VSM Wealth Advisory, LLC1,407$228K0.08%13F-HRTimeline
THEORY FINANCIAL LLC1,406$227K0.1%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,400$226K0.01%013F-HRTimelineGroup
Shepherd Financial Partners LLC1,387$224K0.03%-1013F-HRTimeline
NewSquare Capital LLC1,384$224K0.02%+1,36413F-HRTimeline
Murphy Pohlad Asset Management LLC1,381$223K0.1%+8513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,379$223K0.1%-1513F-HRTimeline
Gen-Wealth Partners Inc1,375$222K0.1%013F-HRTimeline
Silver Coast Investments LLC1,351$219K0.08%+1613F-HRTimeline
Better Money Decisions, LLC1,349$218K0.15%new13F-HRTimeline
OPTIMA CAPITAL LLC1,347$218K0.15%13F-HRTimeline
Operose Advisors LLC1,347$218K0.07%+613F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.1,345$218K0.03%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC1,345$218K0.18%013F-HRTimeline
Synergy Investment Management, LLC1,344$217K0.09%13F-HRTimeline
Partners in Financial Planning1,342$217K0.04%new13F-HRTimeline
Redmond Asset Management, LLC1,341$217K0.05%013F-HRTimeline
Bogart Wealth, LLC1,339$217K0.01%-1013F-HRTimeline
Gilman Hill Asset Management, LLC1,333$216K0.04%013F-HRTimeline
Noble Wealth Management PBC1,333$216K0.15%13F-HRTimeline
Cottage Street Advisors LLC1,324$214K0.11%+613F-HRTimeline
Annex Advisory Services, LLC1,324$214K0.01%013F-HRTimeline
PROFFITT & GOODSON INC1,323$214K0.04%013F-HRTimeline
New England Private Wealth Advisors LLC1,321$214K0.03%+113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,320$214K0.07%-3913F-HRTimeline
PMG Wealth Management, Inc.1,319$213K0.19%13F-HRTimeline
Next Capital Management LLC1,318$213K0.09%new13F-HRTimeline
PBMares Wealth Management LLC1,316$213K0.04%+2113F-HRTimeline
Schneider Downs Wealth Management Advis…1,315$213K0.04%013F-HRTimeline
Apella Capital, LLC1,305$211K0.01%new13F-HRTimeline
Curi Capital, LLC1,296$210K<0.01%-2113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,294$209K0.17%13F-HRTimeline
Claro Advisors Inc.1,291$209K0.03%013F-HRTimeline
Belpointe Asset Management LLC1,268$208K0.01%new13F-HRTimeline
Simplicity Wealth,LLC1,281$207K0.04%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC1,280$207K0.1%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO1,272$206K<0.01%-4113F-HRTimeline
Bestgate Wealth Advisors, LLC1,265$205K0.41%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,260$204K<0.01%-12713F-HRTimelineGroup
Crescent Grove Advisors, LLC1,259$204K0.02%+413F-HRTimeline
New Republic Capital, LLC1,245$201K0.13%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,242$201K<0.01%-1,13013F-HRTimelineGroup
Advantage Trust Co1,225$198K0.12%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.1,182$196K0.14%new13F-HRTimeline
Pacific Center for Financial Services1,207$195K0.05%+113F-HRTimeline
Wells Financial Advisors INC1,200$194K0.26%013F-HRTimeline
CoreCap Advisors, LLC1,191$193K0.01%+63813F-HRTimeline
Cornerstone National Bank & Trust Co1,133$183K0.08%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,130$183K0.01%-1,71013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,062$172K0.07%+613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,046$169K<0.01%-713F-HRTimeline
Larson Financial Group LLC1,007$163K0.01%-18813F-HRTimeline
First PREMIER Bank981$159K0.04%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC974$158K0.09%+513F-HRTimeline
Financial Perspectives, Inc951$154K0.05%013F-HRTimeline
LGT Financial Advisors LLC930$150K0.33%-5813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…913$148K0.04%+61813F-HRTimeline
Smartleaf Asset Management LLC899$145K0.01%+12313F-HRTimeline
MARQUETTE ASSOCIATES, INC.844$137K0.11%-49713F-HRTimeline
Allianz SEin group Allianz SE842$136K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC823$133K0.01%-1213F-HRTimeline
Private Wealth Management Group, LLC820$133K0.05%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC796$129K0.01%-6313F-HRTimeline
LEE DANNER & BASS INC775$125K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.769$124K0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.760$123K<0.01%+213F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.749$121K0.05%+9213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC746$121K0.07%+2113F-HRTimeline
Asset Dedication, LLC738$119K0.01%013F-HRTimeline
Center for Financial Planning, Inc.736$119K0.02%013F-HRTimeline
Sage Mountain Advisors LLC726$117K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC715$116K0.01%013F-HRTimelineGroup
GeoWealth Management, LLC711$115K<0.01%+41413F-HRTimeline
Sandy Spring Bank698$113K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC695$112K0.08%13F-HRTimeline
Beacon Capital Management, LLC681$110K0.01%-1613F-HRTimeline
GAMMA Investing LLC676$109K0.01%+22813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC668$108K0.01%+1713F-HRTimeline
Tortoise Investment Management, LLC662$107K0.01%013F-HR/ATimeline
Glen Eagle Advisors, LLC655$106K0.02%+3413F-HRTimeline
Centricity Wealth Management, LLC636$103K0.1%13F-HRTimeline
BIRCHBROOK, INC.625$101K0.06%013F-HRTimeline
Midwest Capital Advisors, LLC624$101K0.07%13F-HRTimeline
Blue Trust, Inc.603$97.5K<0.01%-37013F-HR/ATimeline
Robinswood Financial LLC595$96.3K0.04%013F-HRTimeline
Frazier Financial Advisors, LLC570$92K0.07%013F-HRTimeline
GoalVest Advisory LLC561$90.8K0.02%+313F-HRTimeline
ORG Partners LLC547$88.5K0.01%+33713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC532$86.1K0.01%-76013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…527$85.3K0.03%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC508$82.2K0.01%-13513F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …490$81.8K0.01%new13F-HRTimelineGroup
Pathway Financial Advisers, LLC498$80.5K0.03%+4913F-HRTimeline
Armor Investment Advisors, LLC495$80.1K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…490$79.7K0.02%+213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.470$76K0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.469$75.9K0.06%13F-HRTimeline
First Command Advisory Services, Inc.466$75.4K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC465$75.2K0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC455$73.6K0.07%013F-HRTimeline
Transce3nd, LLC441$71.3K0.02%13F-HRTimeline
Tanglewood Legacy Advisors, LLC436$70.5K0.03%new13F-HRTimeline
Olistico Wealth, LLC430$69.6K0.04%013F-HRTimeline
DiNuzzo Private Wealth, Inc.425$68.8K0.01%013F-HRTimeline
Cordant, Inc.423$68.4K0.04%013F-HRTimeline
Hanson & Doremus Investment Management413$67K0.01%013F-HRTimeline
Anchor Investment Management, LLC391$63.3K0.01%+2413F-HRTimeline
Nordwand Advisors, LLC390$63.1K0.03%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC385$62.3K0.01%013F-HRTimeline
2UniFi Bank378$61.1K0.04%13F-HRTimeline
FIDUCIARY ADVISORS, INC.357$57.8K0.06%13F-HRTimeline
AMERIFLEX GROUP, INC.330$54.8K0.03%13F-HRTimeline
Abound Wealth Management326$52.8K0.02%013F-HRTimeline
Keener Financial Planning LLC316$51K0.03%+513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC302$49K<0.01%+113F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS300$48.5K0.02%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…297$48K0.01%-1,25513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.295$47.7K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC288$46.6K0.01%+213F-HRTimeline
Legacy Investment Solutions, LLC281$46.3K0.03%-17013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…281$46.3K0.03%-17013F-HRTimelineGroup
Stuart Chaussee & Associates, Inc.284$45.9K0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.280$45.3K0.01%013F-HRTimeline
Sunbelt Securities, Inc.281$45.3K<0.01%013F-HRTimeline
Fairman Group, LLC273$44.1K0.04%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC267$43.1K<0.01%+113F-HRTimeline
Accredited Wealth Management, LLC264$42.7K0.04%13F-HRTimeline
Stephens Consulting, LLC256$41.4K0.01%-113F-HRTimeline
WASHINGTON TRUST Co249$40.3K<0.01%-2013F-HRTimeline
Founders Capital Management246$39.8K0.03%013F-HRTimeline
Peachtree Investment Partners, LLC242$39.2K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…239$38.7K<0.01%new13F-HRTimelineGroup
Northwest Capital Management Inc237$38.3K0.02%013F-HRTimeline
Richard W. Paul & Associates, LLC237$38.3K0.01%-4613F-HRTimeline
Eukles Asset Management231$37.4K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC231$37.4K<0.01%13F-HRTimeline
Bullock Wealth Management Group231$37.3K0.02%+113F-HRTimeline
EPG Wealth Management LLC228$36.8K0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp225$36.4K<0.01%-2513F-HRTimelineGroup