Skip to content
Disclosery

VOE VANGUARD INDEX FDS

Follow

SHS (fund)

1,193 managers (1,205 13F filers) reported a position in VOE shares at 2025-12-31, 73,114,767 shares in all. 83 filers opened a position and 53 filers sold out during the quarter.

Managers
1,193
13F filers
1,205
New
83
Added
478
Reduced
351
Sold out
53
Shares held by filers
73,114,767

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Evergreen Wealth Partners LLC2,026$359K0.3%13F-HRTimeline
Greenspring Advisors, LLC2,018$358K0.02%new13F-HRTimeline
Graetz Wealth LLC2,018$358K0.33%13F-HRTimeline
Finward Bancorp2,007$356K0.28%-3013F-HRTimeline
waypoint wealth counsel2,005$356K0.13%013F-HRTimeline
Navis Wealth Advisors, LLC2,000$355K0.15%013F-HRTimeline
Embree Financial Group1,993$353K0.04%-9413F-HRTimeline
Dorsey & Whitney Trust CO LLC1,992$353K0.02%-413F-HRTimeline
WEST BANCORPORATION INC1,991$353K0.19%-13913F-HRTimeline
Cordoba Advisory Partners LLC1,986$352K0.09%13F-HRTimeline
SAGE RHINO CAPITAL LLC1,980$351K0.07%+9113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,980$351K<0.01%+313F-HRTimelineGroup
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,979$351K0.01%013F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC1,975$350K<0.01%013F-HRTimeline
Townsend & Associates, Inc1,885$350K0.03%013F-HRTimeline
MASECO LLP1,969$349K0.02%new13F-HRTimeline
Sterling Investment Counsel, LLC2,156$349K0.1%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,959$347K0.03%+58513F-HRTimelineGroup
Heritage Wealth Advisors1,949$346K0.01%013F-HRTimeline
Murphy Pohlad Asset Management LLC1,948$346K0.13%+12413F-HRTimeline
Legacy Wealth Partners, LLC1,947$345K0.09%13F-HRTimeline
Long Island Wealth Management, Inc.1,943$345K0.16%+8913F-HRTimeline
Intelligence Driven Advisers, LLC1,939$344K0.05%-16313F-HRTimeline
Legacy Bridge, LLC1,925$341K0.14%013F-HRTimeline
LOWERY THOMAS, LLC1,915$340K0.19%+1913F-HRTimeline
Capital Investment Advisory Services, L…1,915$340K0.02%+59013F-HRTimeline
Idaho Trust Co1,915$340K0.11%013F-HRTimeline
Plancorp, LLC1,906$338K0.01%013F-HRTimeline
PINNACLE ASSOCIATES LTD1,900$337K<0.01%-4513F-HRTimeline
Biltmore Family Office, LLC1,899$337K0.05%-30013F-HRTimeline
LWM ADVISORS INC1,899$337K0.3%+213F-HRTimeline
Factor Wealth Management LTD1,890$335K0.07%-4313F-HRTimeline
Brand Asset Management Group, Inc.1,878$333K0.09%+1913F-HRTimeline
Comprehensive Money Management Services…1,865$331K0.23%013F-HRTimeline
TSFG, LLC1,854$329K0.05%+213F-HRTimeline
HTG Investment Advisors, Inc.1,850$328K0.1%+1613F-HRTimeline
McGlone Suttner Wealth Management, Inc.1,850$328K0.04%+613F-HRTimeline
Cornerstone Planning Group LLC1,768$328K0.05%+9413F-HRTimeline
Valmark Advisers, Inc.1,841$326K<0.01%+1513F-HRTimeline
Towerpoint Wealth, LLC1,831$325K0.13%-1813F-HRTimeline
Rossmore Private Capital1,829$324K0.03%+1,70413F-HRTimeline
Verum Partners LLC1,825$324K0.07%013F-HRTimeline
Valeo Financial Advisors, LLC1,825$324K0.01%+1513F-HRTimeline
Wealthspire Retirement, LLC1,821$323K0.02%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,814$322K0.15%+1,53313F-HRTimelineGroup
Cadence Wealth Management LLC1,803$320K0.15%-1,17513F-HRTimeline
TBH Global Asset Management, LLC1,105$320K0.05%new13F-HRTimeline
BIP Wealth, LLC1,796$319K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,788$317K<0.01%+30613F-HR/ATimelineGroup
SkyOak Wealth, LLC1,786$317K0.06%013F-HRTimeline
Retirement Planning Group, LLC1,780$316K0.01%+6113F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC1,777$315K0.01%-7,24013F-HRTimeline
Capital Investment Advisors, LLC1,774$315K<0.01%+34813F-HRTimeline
GREENLEAF TRUST1,769$314K<0.01%new13F-HRTimeline
Ethos Financial Group, LLC1,764$313K0.02%013F-HRTimeline
Ameliora Wealth Management Ltd.1,750$310K0.09%013F-HRTimeline
Snider Financial Group1,735$308K0.08%-49313F-HRTimeline
Accurate Wealth Management, LLC1,673$306K0.04%+5513F-HRTimeline
BOK Financial Private Wealth, Inc.1,714$304K0.02%+29513F-HRTimeline
Yeomans Consulting Group, Inc.1,713$304K0.09%new13F-HRTimeline
Advyzon Investment Management, LLC1,707$303K0.04%+35513F-HRTimeline
Quadcap Wealth Management, LLC1,707$303K0.03%+113F-HRTimeline
Sovran Advisors, LLC1,620$301K0.03%-7013F-HRTimeline
Venture Visionary Partners LLC1,684$299K0.01%+1713F-HRTimeline
Grey Fox Wealth Advisors, LLC1,681$298K0.06%-9813F-HRTimeline
Outbound Financial Inc1,678$298K0.23%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA1,675$297K0.18%013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.1,663$295K0.05%013F-HRTimeline
Mawer Investment Management Ltd.1,657$294K<0.01%new13F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC1,653$293K0.14%13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,637$290K0.19%+1413F-HRTimeline
Prospera Capital Management, LLC1,631$289K0.15%013F-HRTimeline
Ares Financial Consulting, LLC1,630$289K0.28%13F-HRTimeline
Everest Financial Group LLC1,630$289K0.06%13F-HRTimeline
Legacy Financial Advisors, Inc.1,620$287K0.04%-1613F-HRTimeline
WEALTH EFFECTS LLC1,615$286K0.09%+2313F-HRTimeline
Cravens & Co Advisors, LLC1,560$286K0.19%013F-HRTimeline
CALTON & ASSOCIATES, INC.1,607$285K0.04%-24813F-HRTimeline
Golden State Wealth Management, LLC1,606$285K0.03%-6313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,596$283K0.14%-34713F-HRTimeline
Fisher Asset Management, LLC1,594$283K<0.01%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co1,577$280K0.01%-1313F-HRTimeline
Lodestone Wealth Management LLC1,577$280K0.11%+6413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,567$278K0.07%013F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS1,556$276K0.01%013F-HRTimeline
Howard Capital Management, LLC1,554$276K<0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC1,553$275K0.02%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,548$275K0.01%+1313F-HRTimeline
Private Wealth Asset Management, LLC1,543$274K0.03%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,539$273K<0.01%+3213F-HRTimeline
Brown Financial Advisory1,527$271K0.14%+6413F-HRTimeline
Foundation Wealth Management, LLC\PA1,524$270K0.1%013F-HRTimeline
Quaker Wealth Management, LLC1,512$268K0.08%+913F-HRTimeline
Caldwell Trust Co1,509$268K0.02%+3713F-HRTimeline
Cambria Investment Management, L.P.1,508$267K0.02%new13F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.1,503$267K0.06%+9313F-HRTimeline
Operose Advisors LLC1,503$267K0.06%+7213F-HRTimeline
Integris Wealth Management, LLC1,500$266K0.06%013F-HRTimeline
Cove Private Wealth, LLC1,500$266K0.08%-3,90513F-HRTimeline
PATTEN & PATTEN INC/TN1,498$266K0.02%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,495$265K0.1%-15313F-HRTimeline
Round Rock Advisors LLC1,493$265K0.04%013F-HR/ATimeline
Dodds Wealth, LLC1,490$264K0.06%013F-HRTimeline
Optivise Advisory Services LLC1,489$264K0.15%-13813F-HRTimeline
JPL Wealth Management, LLC1,487$264K0.06%013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC1,476$262K0.11%+9013F-HRTimeline
Synergy Investment Management, LLC1,473$261K0.09%+29013F-HRTimeline
TruNorth Capital Management, LLC1,472$261K0.05%013F-HRTimeline
Opus Financial Solutions LLC1,469$261K0.25%13F-HRTimeline
THEORY FINANCIAL LLC1,406$260K0.09%013F-HRTimeline
City State Bank1,467$260K0.07%013F-HRTimeline
Coastline Trust Co1,460$259K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC1,460$259K0.01%+11213F-HRTimeline
Colony Family Offices, LLC1,459$259K0.06%013F-HRTimeline
Element Wealth, LLC1,458$259K0.11%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,455$258K0.14%+1313F-HRTimeline
B. Riley Wealth Advisors, Inc.1,440$255K0.01%+913F-HRTimeline
Roundview Capital LLC1,412$250K0.02%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,410$250K0.09%+12113F-HRTimeline
Gemmer Asset Management LLC1,401$249K0.02%+1213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,395$247K0.06%-7213F-HRTimeline
Shepherd Financial Partners LLC1,387$246K0.02%013F-HRTimeline
Meriwether Wealth & Planning, LLC1,384$245K0.14%013F-HRTimeline
Cornerstone Advisory, LLC1,371$243K0.02%+713F-HRTimeline
Quartz Partners, LLC1,369$243K0.09%+3213F-HRTimeline
Strategic Family Wealth Counselors, L.L…1,311$240K0.05%new13F-HRTimeline
Spinnaker Investment Group, LLC1,348$239K0.04%-40413F-HRTimeline
Schneider Downs Wealth Management Advis…1,347$239K0.03%+3213F-HRTimeline
OPTIMA CAPITAL LLC1,347$239K0.1%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC1,345$239K0.16%-3613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,344$238K0.02%new13F-HRTimeline
Cottage Street Advisors LLC1,340$238K0.1%+1013F-HRTimeline
Redmond Asset Management, LLC1,339$237K0.06%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,337$237K0.01%+713F-HRTimeline
WEDBUSH SECURITIES INC1,334$237K0.01%+8213F-HRTimeline
New England Private Wealth Advisors LLC1,325$235K0.03%-4213F-HR/ATimeline
PROFFITT & GOODSON INC1,323$235K0.03%013F-HRTimeline
Gen-Wealth Partners Inc1,322$234K0.08%-9413F-HRTimeline
Spectrum Planning & Advisory Services I…1,321$234K0.12%+1113F-HRTimeline
CEERA INVESTMENTS, LLC1,320$234K0.09%+9013F-HRTimeline
Trilogy Capital Inc.1,320$234K0.01%-313F-HRTimeline
Xcelsior Advisor Partners LLC1,313$233K0.11%13F-HRTimeline
Noble Wealth Management PBC1,301$231K0.12%-1713F-HRTimeline
Compass Advisory Group LLC1,295$230K0.06%+713F-HRTimeline
CURIO WEALTH, LLC1,281$230K0.08%-913F-HRTimeline
Crescent Grove Advisors, LLC1,273$226K0.02%+713F-HRTimeline
MARQUETTE ASSOCIATES, INC.1,267$225K0.29%-36713F-HRTimeline
Blom & Howell Financial Planning, Inc.1,252$222K0.22%13F-HRTimeline
Foundry Financial LLC1,245$221K0.12%13F-HRTimeline
BLALOCK WILLIAMS, LLC1,230$218K0.17%-17713F-HRTimeline
Advantage Trust Co1,225$217K0.1%013F-HRTimeline
Sargent Investment Group, LLC1,223$217K0.03%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,215$216K0.05%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,211$215K0.01%-2413F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,210$215K0.07%013F-HRTimeline
EARNEST PARTNERS LLC1,207$214K<0.01%new13F-HRTimeline
CPC Advisors, LLC1,206$214K0.02%new13F-HRTimeline
CGN Advisors LLC1,205$214K0.02%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,203$213K0.09%new13F-HRTimeline
Meredith Wealth Planning1,198$212K0.06%-6813F-HRTimeline
Bogart Wealth, LLC1,196$212K0.01%013F-HRTimeline
Bestgate Wealth Advisors, LLC1,190$211K0.37%-6513F-HRTimeline
Level Financial Advisors1,186$210K0.06%+113F-HRTimeline
Stirlingshire Investments, Inc.1,182$210K0.19%13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.1,182$210K0.11%013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC1,181$209K0.1%-25813F-HRTimeline
Mayfair Advisory Group, LLC1,168$209K0.08%-6113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,167$207K0.09%+16813F-HRTimeline
Freedom Financial Partners LLC1,165$207K0.08%+813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,162$206K0.01%-25013F-HRTimeline
Pacific Center for Financial Services1,181$206K0.05%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,160$206K<0.01%new13F-HRTimelineGroup
NORDEN GROUP LLC1,155$205K0.02%new13F-HRTimeline
Aberdeen Wealth Management LLC1,151$204K0.09%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT1,150$204K<0.01%013F-HRTimeline
Claro Advisors Inc.1,141$202K0.03%new13F-HRTimeline
Ellenbecker Investment Group1,139$202K0.03%new13F-HRTimeline
FFT WEALTH MANAGEMENT LLC1,139$202K0.04%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.1,139$202K0.04%-63813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,136$202K0.01%new13F-HRTimeline
Financial Partners Group, Inc1,088$201K0.02%new13F-HRTimeline
Cornerstone National Bank & Trust Co1,133$201K0.08%013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,132$201K0.03%new13F-HRTimeline
Allred Capital Management, LLC1,127$201K0.07%new13F-HRTimeline
MONTAG A & ASSOCIATES INC1,130$200K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,120$200K0.01%+2713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,129$200K0.01%new13F-HRTimeline
MGB Wealth Management, LLC1,114$198K0.06%+213F-HRTimeline
Wells Financial Advisors INC1,099$195K0.37%-8613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,075$191K0.06%+1113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,022$181K<0.01%013F-HRTimeline
HM PAYSON & CO1,013$180K<0.01%013F-HRTimeline
GoalVest Advisory LLC1,002$178K0.03%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC990$176K0.01%+21913F-HRTimelineGroup
First PREMIER Bank981$174K0.04%013F-HRTimeline
Financial Perspectives, Inc929$165K0.04%013F-HRTimeline
Greykasell Wealth Strategies, Inc.919$163K0.06%013F-HRTimeline
Larson Financial Group LLC908$161K0.01%-413F-HRTimeline
Sage Mountain Advisors LLC893$158K0.01%+18113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC889$158K0.11%013F-HRTimeline