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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
MORGAN STANLEYin group MORGAN STANLEY4,668,764$755M0.05%+87,45113F-HR/ATimelineGroup
Betterment LLC4,509,099$729M1.74%-171,57313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,930,680$636M1.73%+276,69813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,197,152$517M0.11%+9,51713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,082,061$499M0.05%+3,37713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,419,536$391M0.37%+57,65113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,247,147$364M0.09%+359,94413F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,723,675$279M0.85%-49,99213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,565,745$253M0.17%-62913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,527,158$247M0.06%-34,96413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,432,795$232M-44,203Timeline
EP Wealth Advisors, LLC1,276,253$206M1.68%+349,16113F-HRTimeline
LPL Financial LLC1,048,127$170M0.07%+106,29413F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…982,757$159M13.24%+4,72413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC915,173$148M0.04%+7,42713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…910,941$147M0.12%+9,87513F-HRTimelineGroup
FMR LLCin group FMR LLC896,326$145M0.01%+2,78613F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC786,783$127M1.78%+22,70513F-HRTimeline
Orgel Wealth Management, LLC695,908$113M2.94%+35,80213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC652,772$106M0.04%13F-HR/ATimelineGroup
Waverly Advisors, LLC632,321$102M1.58%-24,28913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP601,492$97.3M0.1%+56,12613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…582,957$94.3M0.24%+95713F-HRTimelineGroup
Avior Wealth Management, LLC530,145$85.7M3.14%+33,22813F-HRTimeline
SYM FINANCIAL Corp508,789$82.3M10.64%-3913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC499,436$80.8M0.12%+26,42613F-HRTimeline
Mariner, LLCin group Mariner, LLC457,960$74.1M0.12%+21,48913F-HRTimelineGroup
Creative Planningin group Creative Planning446,720$72.3M0.07%+81,42313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.417,377$66.7M0.15%-17,30013F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\407,460$65.9M0.09%+1,57213F-HRTimelineGroup
Pacific Life Fund Advisors LLC390,571$63.2M6.55%-123,65213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO387,128$62.6M<0.01%+45,97713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.382,694$61.9M0.59%+32,62713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP372,254$60.2M0.09%-1,35513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding353,733$57.2M+51,821Timeline
Rodgers & Associates, LTD339,152$54.9M6.54%+7,04513F-HRTimeline
McAdam, LLC296,955$48M2.62%+10,87413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC284,139$46M6.42%+9,69813F-HRTimeline
Private Advisor Group, LLC253,473$41M0.23%-16113F-HRTimeline
MML INVESTORS SERVICES, LLC250,685$40.6M0.14%+24,60613F-HRTimeline
Trust Co242,046$39.2M4.49%+3,25913F-HRTimeline
Cetera Investment Advisers239,324$38.7M0.08%+2,01913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…239,094$38.7M0.07%+21,36213F-HR/ATimeline
1832 Asset Management L.P.231,976$37.5M0.07%-8,44713F-HRTimeline
Marotta Asset Management222,570$35.9M7.51%-14,40713F-HRTimeline
HighTower Advisors, LLC214,861$34.8M0.05%+7,96213F-HRTimeline
Krilogy Financial LLC214,378$34.7M2.31%-1,61513F-HRTimeline
CONDOR CAPITAL MANAGEMENT197,917$32M2.82%+1,06113F-HRTimeline
KWMG, LLC181,834$29.4M3.03%-2,36413F-HRTimeline
Summit Financial, LLC176,987$28.6M1%+2,10513F-HRTimeline
Roberts Financial Services LLC176,229$28.5M5.38%+5,82413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding176,141$28.5M-64,368Timeline
Sequoia Financial Advisors, LLC172,065$27.8M0.27%+168,60413F-HR/ATimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp171,952$27.8M3.91%+5,50013F-HRTimelineGroup
Falcon Wealth Planning167,208$27M3.02%+3,91213F-HRTimeline
Bragg Financial Advisors, Inc165,573$26.8M1.08%-4,26213F-HRTimeline
Shakespeare Wealth Management, LLC162,589$26.3M7.09%-3,56913F-HRTimeline
Total Wealth Planning, LLC160,045$25.9M4.03%+91813F-HRTimeline
NewEdge Advisors, LLC159,715$25.8M0.16%+2,80313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC157,548$25.5M0.36%+8,29513F-HRTimelineGroup
BHK Investment Advisors, LLC154,429$25M9.38%+22513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS149,626$24.2M0.02%+4,98713F-HRTimelineGroup
Christopher J. Hasenberg, Inc147,191$23.8M9.6%new13F-HRTimeline
Grove Street Fiduciary, LLC143,725$23.3M12.21%13F-HRTimeline
Beacon Pointe Advisors, LLC142,550$23.1M0.26%-90513F-HRTimeline
Wilmington Savings Fund Society, FSB141,778$22.9M0.41%+8,60313F-HRTimeline
Mesirow Financial Investment Management…141,317$22.9M0.45%-114,21813F-HRTimeline
Avion Wealth140,472$22.7M5.84%+20,87313F-HRTimeline
Praetorian Wealth Management, Inc.135,870$22M5.34%-19413F-HRTimeline
Cambridge Investment Research Advisors,…135,708$22M0.07%-14,37313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/128,658$20.8M0.01%+4,61113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL127,059$20.6M0.06%-8613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding150,741$20.5M+79,932Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding125,613$20.3M-4,568Timeline
Ellevest, Inc.124,921$20.2M1.17%-2,78413F-HRTimeline
AIRE ADVISORS, LLC121,652$19.7M4.05%+1,57413F-HRTimeline
Sepio Capital, LP120,612$19.5M1.56%+31,44113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS118,254$19.1M0.05%-3,27213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…117,433$19M0.27%-1,98713F-HRTimelineGroup
Clayton Financial Group LLC108,399$17.5M6.32%+4,13013F-HRTimeline
SAGE FINANCIAL GROUP INC107,297$17.4M1.4%-85113F-HRTimeline
Ledyard National Bank105,726$17.1M1.61%-2,36413F-HRTimeline
ARVEST INVESTMENTS, INC.103,577$16.8M2.68%-2,19213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers101,427$16.4M0.03%+12,21513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.100,678$16.3M0.03%-4,59413F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP99,736$16.1M0.23%-1,01713F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC99,533$16.1M3.7%+2,57013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV97,542$15.8M0.04%+7,84513F-HRTimeline
Asset Management Group, Inc.95,847$15.5M2.76%-95713F-HRTimeline
Evensky & Katz LLC94,882$15.3M1%-3,72013F-HRTimeline
LMCG INVESTMENTS, LLC88,048$14.2M0.87%+13,40313F-HRTimeline
Janney Montgomery Scott LLC85,646$13.9M0.04%+1,36713F-HRTimeline
Compton Wealth Advisory Group, LLC84,834$13.7M3.54%+12,13213F-HRTimeline
Capital Advantage, Inc.83,854$13.6M2.47%-2,35613F-HRTimeline
OLIO Financial Planning83,442$13.5M4.74%+16,39513F-HRTimeline
Modera Wealth Management, LLC83,404$13.5M0.16%new13F-HRTimeline
Chicago Partners Investment Group LLC82,422$13.3M0.44%+54113F-HRTimeline
ProVise Management Group, LLC80,075$13M1.11%+1,85513F-HRTimeline
Legacies Wealth LLC76,360$12.4M9.57%+5,09913F-HRTimeline
Strategic Investment Advisors / MI73,497$11.9M1.26%+6,27513F-HRTimeline
Lutz Financial Services LLC73,153$11.8M0.96%-20013F-HRTimeline
DAVENPORT & Co LLC72,937$11.8M0.07%+1,02013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…70,526$11.5M0.02%-33513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC70,631$11.4M0.1%-50813F-HRTimeline
Advisory Alpha, LLC68,551$11.1M0.39%-24213F-HRTimeline
Geneos Wealth Management Inc.66,978$10.8M0.38%-59713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/66,290$10.7M0.01%+14,40013F-HRTimelineGroup
&PARTNERS65,296$10.6M0.13%+45,96513F-HRTimeline
Merit Financial Group, LLC64,229$10.4M0.19%+2,18113F-HRTimeline
Eagle Strategies LLC63,350$10.2M1.77%+83213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.62,391$10.1M1.28%+69313F-HRTimeline
CWM, LLCin group CWM, LLC62,368$10.1M0.04%+19613F-HRTimelineGroup
BOKF, NAin group BOKF, NA63,252$10.1M0.17%+77913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC61,983$10M0.1%+7,03613F-HRTimelineGroup
Iron Horse Wealth Management, LLC60,656$9.81M3.29%+1,51213F-HRTimeline
Provident Wealth Management, LLC60,523$9.79M3.27%+4,16513F-HRTimeline
Payne Capital Management, LLC60,480$9.78M4.22%13F-HRTimeline
JMG Financial Group, Ltd.60,244$9.75M0.33%-4813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.60,041$9.71M0.48%-1,13313F-HRTimeline
Wealthspire Advisors, LLC59,662$9.65M0.1%-2,16813F-HRTimeline
MAI Capital Management59,559$9.63M0.07%+5,62313F-HRTimeline
Bryn Mawr Trust Advisors, LLC59,542$9.63M0.52%+7,77613F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB59,414$9.61M0.27%+7,62013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK59,400$9.61M0.06%+3,82613F-HRTimelineGroup
Bleakley Financial Group, LLC59,183$9.57M0.29%+5,51913F-HRTimeline
Scott Capital Advisors, LLC59,437$9.55M2.75%+58313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP57,584$9.32M<0.01%+28013F-HRTimelineGroup
Prosperity Planning, Inc.57,084$9.23M2.96%-7,38213F-HRTimeline
Sanctuary Advisors, LLC54,625$9.12M0.06%+48313F-HRTimeline
Visionary Wealth Advisors55,443$8.97M0.53%-7,21713F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC55,013$8.9M0.51%+1,15813F-HRTimeline
SPC Financial, Inc.53,748$8.69M0.76%+16813F-HRTimeline
Ashton Thomas Private Wealth, LLC53,526$8.66M0.34%-68813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC52,812$8.54M0.31%-41813F-HRTimeline
RTD Financial Advisors, Inc.52,481$8.49M1.09%+2713F-HRTimeline
COMERICA BANK52,425$8.48M0.03%-1,65413F-HR/ATimeline
D.A. DAVIDSON & CO.52,376$8.47M0.07%+1,14613F-HRTimeline
Empirical Financial Services, LLC d.b.a…51,555$8.34M0.23%+4,37613F-HRTimeline
SOA Wealth Advisors, LLC.51,440$8.32M1.53%+10,04313F-HR/ATimeline
Manchester Capital Management LLC50,600$8.19M0.95%+17413F-HRTimeline
Texas Yale Capital Corp.50,189$8.12M0.33%+3313F-HRTimeline
Opes Wealth Management LLC49,626$8.03M1.65%+36913F-HRTimeline
Alesco Advisors, LLC, An ESL Co48,620$7.87M0.25%-1,96413F-HRTimeline
FINANCIAL COUNSELORS INC48,523$7.85M0.11%+3,84813F-HRTimeline
AE Wealth Management LLC48,164$7.79M0.07%-2,64313F-HRTimeline
Allworth Financial LP45,513$7.58M0.04%+1,61213F-HRTimeline
Brickley Wealth Management46,797$7.57M1.54%-12013F-HRTimeline
Ruggaard & Associates LLC44,951$7.27M3.19%+75513F-HRTimeline
Cassady Schiller Wealth Management, LLC44,588$7.21M2.65%+2,35513F-HRTimeline
Goepper Burkhardt LLC44,208$7.15M2.9%-2,62713F-HRTimeline
OLD NATIONAL BANCORP /IN/43,200$6.99M0.17%-2,19813F-HRTimeline
Alpha Omega Wealth Management LLC42,835$6.93M1.31%-39813F-HRTimeline
Smallwood Wealth Investment Management,…42,669$6.9M4.76%-79013F-HRTimeline
PITTENGER & ANDERSON INC42,524$6.88M0.25%013F-HRTimeline
Advisory Services Network, LLC42,498$6.87M0.13%-2,34213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC42,363$6.85M6.37%-16,83313F-HRTimeline
Avantax Planning Partners, Inc.42,318$6.85M0.25%-1,79313F-HRTimeline
LPF Advisors LLC42,038$6.8M5.69%+1,66813F-HRTimeline
Cranbrook Wealth Management, LLC41,753$6.75M1.57%-57313F-HRTimeline
Regal Investment Advisors LLC40,561$6.56M0.49%+1,44913F-HRTimeline
Causey Wealth LLC40,028$6.48M3.77%13F-HRTimeline
First Horizon Advisors, Inc.39,832$6.44M0.18%+63413F-HRTimeline
Bangor Savings Bank39,575$6.4M0.6%-21313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…39,099$6.33M2.39%+2,49813F-HRTimeline
Kohmann Bosshard Financial Services, LLC38,926$6.3M0.76%-7,27713F-HRTimeline
Estate Counselors, LLC38,867$6.29M0.67%+36,97713F-HRTimeline
UMB Bank, n.a.38,209$6.18M0.1%+16913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MOSAIC FAMILY WEALTH PARTNERS, LLC38,080$6.16M0.89%+11113F-HRTimeline
Sharper & Granite LLC37,766$6.11M2.69%+38113F-HRTimeline
Richard P Slaughter Associates Inc37,483$6.06M1.36%+1,85213F-HRTimeline
Weinberger Asset Management, Inc37,277$6.03M2.52%+75613F-HRTimeline
Atria Wealth Solutions, Inc.37,266$6.03M0.07%+8,01213F-HRTimeline
STEVENS CAPITAL PARTNERS36,819$5.96M2.7%+73513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC36,675$5.93M0.88%+3,81213F-HRTimeline
TFB Advisors LLC36,178$5.85M1.67%+2,26513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.35,881$5.8M0.04%+2,81413F-HRTimeline
Robertson Stephens Wealth Management, L…35,668$5.77M0.21%-10913F-HRTimeline
HB Wealth Management, LLC35,567$5.75M0.06%+5,38413F-HRTimeline
CX Institutional35,543$5.75M0.23%-70213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…35,070$5.67M0.13%+19,49213F-HRTimelineGroup
Councilor Wealth, LLC34,798$5.63M2.68%+96213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp34,737$5.62M<0.01%+59713F-HRTimelineGroup
Thrive Capital Management, LLC34,593$5.6M2.56%+12,26213F-HRTimeline
Zeit Capital LLC33,196$5.5M4.22%+5,41413F-HRTimeline
Taylor & Morgan Wealth Management, LLC33,680$5.45M3.83%-3,30813F-HRTimeline
Ally Invest Advisors Inc.33,672$5.45M0.47%+4,72313F-HRTimeline
Hilltop National Bank33,480$5.42M1.63%+2,37213F-HRTimeline
King Wealth Management Group33,387$5.4M0.79%+51613F-HRTimeline
FAS Wealth Partners, Inc.33,386$5.4M0.45%-23813F-HRTimeline
Accel Wealth Management32,896$5.32M2.02%+1,15813F-HRTimeline
Integrated Wealth Concepts LLC32,828$5.31M0.06%+90813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC32,782$5.3M0.01%+25613F-HRTimelineGroup
SOL Capital Management CO32,155$5.2M0.58%+18013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC31,984$5.17M0.48%+78813F-HRTimeline
Tenret Co LLC31,881$5.16M3.25%+17913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC31,767$5.14M0.02%-1,67713F-HRTimelineGroup
Petix & Botte Co31,614$5.11M1.34%-11,19213F-HRTimeline
HFG Advisors, Inc.31,581$5.11M4.47%-17413F-HRTimeline
Pure Financial Advisors, LLC31,481$5.09M0.12%+1,51613F-HRTimeline
Forza Wealth Management, LLC31,407$5.08M2.31%+58513F-HRTimeline