Skip to content
Disclosery

VOE VANGUARD INDEX FDS

Follow

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
ORLEANS CAPITAL MANAGEMENT CORP/LA1,742$286K0.15%new13F-HRTimeline
Quadcap Wealth Management, LLC1,705$280K0.04%+613F-HRTimeline
Legacy Financial Advisors, Inc.1,705$280K0.04%+21013F-HRTimeline
Golden State Wealth Management, LLC1,699$279K0.03%-36013F-HRTimeline
Revisor Wealth Management LLC1,659$279K0.1%+3513F-HRTimeline
Sovran Advisors, LLC1,676$279K0.03%-9513F-HRTimeline
Outbound Financial Inc1,678$276K0.25%13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,650$273K0.02%-1,37213F-HRTimelineGroup
Venture Visionary Partners LLC1,658$273K0.01%013F-HRTimeline
Colony Family Offices, LLC1,640$271K0.07%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,648$271K0.11%-29913F-HRTimeline
Prospera Capital Management, LLC1,631$270K0.15%013F-HR/ATimeline
Lion Street Advisors, LLC1,637$269K0.08%+413F-HRTimeline
Optivise Advisory Services LLC1,634$269K0.14%-7813F-HRTimeline
MARQUETTE ASSOCIATES, INC.1,634$269K0.26%-51613F-HRTimeline
Comprehensive Financial Planning, Inc./…1,616$266K0.21%+113F-HRTimeline
Financial Freedom, LLC1,603$264K0.14%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,599$263K0.18%+1213F-HRTimeline
Pine Valley Investments Ltd Liability Co1,587$262K0.02%013F-HRTimeline
Foundation Wealth Management, LLC\PA1,592$262K0.11%013F-HRTimeline
Murphy Pohlad Asset Management LLC1,586$261K0.11%+4513F-HRTimeline
WEALTH EFFECTS LLC1,578$260K0.1%+1013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,567$258K0.07%013F-HRTimeline
Sonora Investment Management Group, LLC1,564$257K0.02%013F-HRTimeline
Cravens & Co Advisors, LLC1,560$257K0.19%-21213F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS1,556$256K0.01%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,507$248K<0.01%-6513F-HRTimeline
Quaker Wealth Management, LLC1,502$247K0.08%new13F-HRTimeline
Integris Wealth Management, LLC1,500$247K0.06%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,500$247K<0.01%+8013F-HRTimelineGroup
PATTEN & PATTEN INC/TN1,498$246K0.02%013F-HRTimeline
Round Rock Advisors LLC1,498$246K0.04%-75513F-HRTimeline
Caldwell Trust Co1,493$246K0.02%-1013F-HRTimeline
Dodds Wealth, LLC1,489$245K0.07%-913F-HRTimeline
JPL Wealth Management, LLC1,487$245K0.07%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,482$244K<0.01%new13F-HRTimelineGroup
TruNorth Capital Management, LLC1,472$242K0.05%013F-HRTimeline
City State Bank1,467$241K0.08%013F-HRTimeline
Brown Financial Advisory1,463$241K0.13%new13F-HRTimeline
Coastline Trust Co1,460$240K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DIVERSIFIED TRUST CO1,460$240K0.01%013F-HRTimeline
Lodestone Wealth Management LLC1,454$239K0.12%+513F-HRTimeline
SAPIENT CAPITAL LLC1,442$238K<0.01%+3513F-HRTimeline
Silver Coast Investments LLC1,442$237K0.09%+1213F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC1,439$237K0.13%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,435$236K0.14%013F-HRTimeline
THEORY FINANCIAL LLC1,406$235K0.09%013F-HRTimeline
Foster Victor Wealth Advisors, LLC1,409$235K0.02%-1,55513F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,429$235K0.09%+34813F-HRTimeline
BOK Financial Private Wealth, Inc.1,419$235K0.02%013F-HRTimeline
Capital Investment Advisors, LLC1,424$234K<0.01%new13F-HR/ATimeline
Gemmer Asset Management LLC1,419$233K0.02%013F-HRTimeline
Gen-Wealth Partners Inc1,416$233K0.09%+4113F-HRTimeline
Roundview Capital LLC1,412$232K0.02%-13613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,412$232K0.02%-47913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,411$232K0.06%+23513F-HRTimeline
VSM Wealth Advisory, LLC1,410$232K0.08%013F-HRTimeline
BLALOCK WILLIAMS, LLC1,407$231K0.23%013F-HRTimeline
New England Private Wealth Advisors LLC1,367$230K0.03%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC1,388$228K0.18%+713F-HRTimeline
EVOKE WEALTH, LLC1,380$228K0.01%-67413F-HRTimeline
Shepherd Financial Partners LLC1,387$228K0.02%013F-HRTimeline
Meriwether Wealth & Planning, LLC1,384$228K0.14%013F-HRTimeline
Better Money Decisions, LLC1,376$226K0.14%013F-HRTimeline
Laird Norton Wetherby Wealth Management…1,371$225K0.01%13F-HRTimeline
Capital Investment Advisory Services, L…1,366$225K0.02%-10113F-HRTimeline
Cornerstone Advisory, LLC1,361$224K0.02%013F-HRTimeline
Obsidian Personal Planning Solutions LLC1,359$224K0.09%new13F-HRTimeline
WNY Asset Management, LLC1,354$223K0.02%-2,82313F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.1,353$223K0.06%013F-HRTimeline
Operose Advisors LLC1,353$222K0.06%013F-HRTimeline
NewSquare Capital LLC1,352$222K0.02%-3213F-HRTimeline
Partners in Financial Planning1,349$222K0.04%013F-HRTimeline
OPTIMA CAPITAL LLC1,347$222K0.12%013F-HRTimeline
Redmond Asset Management, LLC1,339$220K0.05%-213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC1,330$219K0.1%-3713F-HRTimeline
Cottage Street Advisors LLC1,327$218K0.11%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,326$218K0.02%-4613F-HRTimeline
CURIO WEALTH, LLC1,324$218K0.1%+1,31713F-HRTimeline
PROFFITT & GOODSON INC1,323$218K0.03%013F-HRTimeline
Spectrum Planning & Advisory Services I…1,321$217K0.14%new13F-HRTimeline
Schneider Downs Wealth Management Advis…1,315$216K0.03%013F-HRTimeline
Bogart Wealth, LLC1,302$214K0.01%-3713F-HRTimeline
CALTON & ASSOCIATES, INC.1,298$214K0.04%-68013F-HRTimeline
Quartz Partners, LLC1,295$213K0.1%new13F-HRTimeline
PBMares Wealth Management LLC1,289$212K0.04%-613F-HRTimeline
CoreCap Advisors, LLC1,283$211K0.01%-42413F-HRTimeline
Saxony Capital Management, LLC1,280$211K0.16%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT1,278$210K<0.01%-73813F-HRTimeline
Crescent Grove Advisors, LLC1,263$209K0.02%013F-HRTimeline
Meredith Wealth Planning1,266$208K0.08%new13F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC1,260$207K<0.01%new13F-HRTimeline
Mayfair Advisory Group, LLC1,229$206K0.1%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,248$205K0.07%new13F-HR/ATimeline
GREATMARK INVESTMENT PARTNERS, INC.1,244$205K0.03%-10113F-HRTimeline
Sargent Investment Group, LLC1,223$204K0.03%new13F-HRTimeline
AlphaCore Capital LLC1,223$202K0.01%+6013F-HRTimeline
Astoria Portfolio Advisors LLC.1,190$202K0.06%new13F-HRTimeline
Bestgate Wealth Advisors, LLC1,255$201K0.42%013F-HRTimeline
Advantage Trust Co1,225$201K0.1%013F-HRTimeline
Valeo Financial Advisors, LLC1,225$201K<0.01%-92613F-HR/ATimeline
Smartleaf Asset Management LLC1,223$201K0.02%-3,12613F-HRTimeline
VICUS CAPITAL1,220$201K0.02%new13F-HRTimeline
Northstar Financial Companies, Inc.1,220$201K0.21%new13F-HRTimeline
WMG Financial Advisors, LLC1,218$200K0.07%new13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.1,182$200K0.13%new13F-HRTimeline
Pacific Center for Financial Services1,209$199K0.05%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,200$197K0.05%+1513F-HRTimeline
Wells Financial Advisors INC1,200$197K0.27%013F-HRTimeline
Sachetta, LLC1,177$194K0.08%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,177$194K0.16%13F-HRTimeline
Cornerstone National Bank & Trust Co1,133$186K0.08%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,130$186K0.01%013F-HRTimeline
MGB Wealth Management, LLC1,112$183K0.06%-68313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,076$179K<0.01%-3113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1,077$178K<0.01%+3113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,058$174K0.06%-1113F-HRTimeline
HM PAYSON & CO1,013$167K<0.01%013F-HRTimeline
GoalVest Advisory LLC1,002$165K0.04%+50413F-HRTimeline
First PREMIER Bank981$161K0.04%013F-HRTimeline
Larson Financial Group LLC953$157K0.01%-5913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.943$155K<0.01%-52513F-HRTimelineGroup
Centricity Wealth Management, LLC929$153K0.12%013F-HRTimeline
Financial Perspectives, Inc929$153K0.05%-2213F-HRTimeline
Greykasell Wealth Strategies, Inc.919$151K0.07%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…913$151K0.05%013F-HRTimeline
Opal Wealth Advisors, LLC910$150K0.04%+11113F-HRTimeline
New Republic Capital, LLC860$142K0.05%-35013F-HRTimeline
Beacon Capital Management, LLC864$142K0.02%-18413F-HRTimeline
Private Wealth Management Group, LLC820$135K0.04%013F-HRTimeline
Salomon & Ludwin, LLC763$127K0.01%-2013F-HRTimeline
Physician Wealth Advisors, Inc.769$126K0.02%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC749$124K0.07%+6013F-HRTimeline
Asset Dedication, LLC738$121K0.01%013F-HRTimeline
Center for Financial Planning, Inc.736$121K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC719$118K0.01%+413F-HRTimelineGroup
Sage Mountain Advisors LLC712$117K0.01%013F-HRTimeline
Holos Integrated Wealth LLC695$117K0.07%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.697$116K0.05%+4013F-HRTimeline
Blue Trust, Inc.704$116K<0.01%+11813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC697$115K0.01%-9913F-HRTimeline
ORG Partners LLC674$112K0.02%013F-HRTimeline
GAMMA Investing LLC676$111K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC653$107K0.02%013F-HRTimeline
BIRCHBROOK, INC.625$103K0.06%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC602$99K0.05%-9113F-HRTimeline
Robinswood Financial LLC601$98.8K0.03%013F-HRTimeline
Frazier Financial Advisors, LLC570$93.7K0.07%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…548$90.7K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.550$90.2K0.05%+38313F-HRTimeline
N.E.W. Advisory Services LLC544$89.5K0.01%-12613F-HRTimeline
LGT Financial Advisors LLC535$88K0.22%-21613F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…527$87.8K0.02%013F-HRTimelineGroup
SIMPLEX TRADING, LLC528$86K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC514$84.6K0.01%-2013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.504$82.9K0.1%13F-HRTimeline
Armor Investment Advisors, LLC495$81.4K0.03%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC473$77.8K0.01%-6113F-HRTimeline
Parkworth Wealth Management, Inc.472$77.6K0.06%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.470$77.3K0.01%013F-HRTimeline
First Command Advisory Services, Inc.466$76.6K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC465$76.5K0.01%013F-HRTimeline
Rossby Financial, LCC465$76.5K0.03%-313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC458$75.4K<0.01%-1,58913F-HR/ATimeline
MeadowBrook Investment Advisors LLC455$74.8K0.07%013F-HRTimeline
Tortoise Investment Management, LLC455$74.8K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC436$71.7K0.03%013F-HRTimeline
Midwest Capital Advisors, LLC432$71K0.04%-8713F-HRTimeline
Olistico Wealth, LLC430$70.7K0.04%013F-HRTimeline
DiNuzzo Private Wealth, Inc.425$69.9K0.01%013F-HRTimeline
Cordant, Inc.423$69.6K0.03%013F-HRTimeline
Peachtree Investment Partners, LLC422$69.4K0.03%013F-HRTimeline
Hanson & Doremus Investment Management413$68K0.01%013F-HRTimeline
Anchor Investment Management, LLC409$67.3K0.01%+713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC407$66.9K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.402$66.2K<0.01%013F-HRTimelineGroup
Carolina Wealth Advisors, LLC390$64.1K0.03%013F-HRTimeline
Nordwand Advisors, LLC390$64.1K0.01%013F-HRTimeline
2UniFi Bank378$62.2K0.04%013F-HRTimeline
Traub Capital Management LLC370$60.9K0.06%13F-HRTimeline
Wagner Wealth Management, LLC360$59.2K0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.357$58.8K0.05%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/357$58.7K0.01%new13F-HRTimeline
FSA Wealth Management LLC647$57.6K0.02%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC347$57.1K<0.01%+8113F-HRTimeline
Abound Wealth Management330$54.3K0.02%-113F-HRTimeline
Harbor Asset Planning, Inc.321$52.8K0.05%13F-HRTimeline
Keener Financial Planning LLC316$51K0.03%+4813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS300$49.3K0.02%013F-HRTimeline
American Capital Advisory, LLC300$49.3K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.298$49K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.295$48.5K0.02%013F-HRTimeline
Wallace Hart LLC293$48.2K0.04%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC290$47.7K0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.284$46.7K0.01%013F-HRTimeline
Fairman Group, LLC281$46.5K0.04%013F-HRTimeline
Legacy Investment Solutions, LLC281$46.2K0.02%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…281$46.2K0.02%013F-HRTimelineGroup
Sunbelt Securities, Inc.281$45.4K<0.01%+27013F-HRTimeline
Sound Income Strategies, LLC272$44.8K<0.01%-713F-HRTimeline