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Disclosery

VOE VANGUARD INDEX FDS

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SHS (fund)

1,091 managers (1,100 13F filers) reported a position in VOE shares at 2025-03-31, 66,230,591 shares in all. 64 filers opened a position and 74 filers sold out during the quarter.

Managers
1,091
13F filers
1,100
New
64
Added
428
Reduced
364
Sold out
74
Shares held by filers
66,230,591

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY4,574,272$734M0.05%-94,49213F-HRTimelineGroup
Betterment LLC4,291,924$689M1.63%-217,17513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,103,054$659M1.81%+172,37413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,262,796$524M0.12%+65,64413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,080,204$494M0.04%-1,85713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,458,300$395M0.1%+211,15313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,454,026$391M0.35%+34,49013F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,710,038$275M0.86%-13,63713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,559,068$250M0.13%-6,67713F-HRTimelineGroup
EP Wealth Advisors, LLC1,515,445$243M1.94%+239,19213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,515,358$243M+82,563Timeline
UBS Group AGin group UBS Group AG1,457,395$234M0.05%-69,76313F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,091,852$175M14.14%+109,09513F-HRTimelineGroup
LPL Financial LLC1,026,625$165M0.06%-21,50213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…967,146$155M0.13%+56,20513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC928,390$149M0.04%+13,21713F-HRTimelineGroup
FMR LLCin group FMR LLC872,250$140M0.01%-24,07613F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC823,904$132M1.82%+37,12113F-HRTimeline
Orgel Wealth Management, LLC741,179$119M3.09%+45,27113F-HRTimeline
Waverly Advisors, LLC612,076$98.3M1.2%-20,24513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC606,727$97.4M0.04%-46,04513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP604,897$97.1M0.1%+3,40513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC566,564$90.9M0.15%+108,60413F-HRTimelineGroup
Avior Wealth Management, LLC537,936$86.3M3.28%+7,79113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…531,942$85.4M0.21%-51,01513F-HRTimelineGroup
SYM FINANCIAL Corp519,779$83.4M10.28%+10,99013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC505,333$81.1M0.11%+5,89713F-HRTimeline
Creative Planningin group Creative Planning447,836$71.9M0.07%+1,11613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\416,202$66.8M0.09%+8,74213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO395,927$63.6M<0.01%+8,79913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP374,788$60.2M0.1%+2,53413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding374,245$60.1M+20,512Timeline
Rodgers & Associates, LTD339,959$54.6M6.65%+80713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.313,557$50.4M0.11%-103,82013F-HRTimelineGroup
McAdam, LLC295,373$47.4M2.93%-1,58213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC289,633$46.5M6.46%+5,49413F-HRTimeline
HighTower Advisors, LLC282,016$45.3M0.06%+67,15513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.270,921$43.5M0.41%-111,77313F-HRTimelineGroup
Private Advisor Group, LLC266,282$42.7M0.26%+12,80913F-HRTimeline
Cetera Investment Advisers265,756$42.7M0.08%+26,43213F-HRTimeline
Marotta Asset Management236,977$39.7M7.8%+14,40713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…245,441$39.4M0.08%+6,34713F-HRTimeline
Trust Co245,433$39.4M4.68%+3,38713F-HRTimeline
MML INVESTORS SERVICES, LLC245,219$39.4M0.13%-5,46613F-HRTimeline
1832 Asset Management L.P.234,343$37.6M0.07%+2,36713F-HRTimeline
Krilogy Financial LLC223,237$35.8M2.32%+8,85913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding202,652$32.5M+26,511Timeline
CONDOR CAPITAL MANAGEMENT190,023$30.5M2.84%-7,89413F-HRTimeline
KWMG, LLC186,158$29.9M3.04%+4,32413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC179,580$28.8M0.4%+22,03213F-HRTimelineGroup
Summit Financial, LLC177,641$28.5M0.8%+65413F-HRTimeline
Roberts Financial Services LLC176,248$28.3M5.5%+1913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp176,059$28.3M3.96%+4,10713F-HRTimelineGroup
Bragg Financial Advisors, Inc165,925$26.6M1.1%+35213F-HRTimeline
Shakespeare Wealth Management, LLC165,198$26.5M7.1%+2,60913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS165,026$26.5M0.02%+15,40013F-HRTimelineGroup
Total Wealth Planning, LLC163,750$26.3M4.02%+3,70513F-HRTimeline
NewEdge Advisors, LLC157,133$25.2M0.15%-2,58213F-HRTimeline
Wilmington Savings Fund Society, FSB151,103$24.3M0.45%+9,32513F-HRTimeline
Falcon Wealth Planning147,114$23.6M2.62%-20,09413F-HRTimeline
Avion Wealth140,708$22.8M5.84%+23613F-HRTimeline
Mesirow Financial Investment Management…141,261$22.7M0.44%-5613F-HRTimeline
BHK Investment Advisors, LLC140,612$22.6M9.54%-13,81713F-HRTimeline
Grove Street Fiduciary, LLC139,300$22.4M11.34%-4,42513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…160,880$22M0.7%+10,13913F-HRTimelineGroup
Beacon Pointe Advisors, LLC136,720$21.9M0.25%-5,83013F-HRTimeline
Praetorian Wealth Management, Inc.135,671$21.8M5.31%-19913F-HRTimeline
Geneos Wealth Management Inc.135,217$21.7M0.32%+68,23913F-HRTimeline
BLAIR WILLIAM & CO/IL129,942$20.9M0.06%+2,88313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/129,464$20.8M0.01%+80613F-HRTimelineGroup
World Investment Advisors128,660$20.7M0.54%+120,11413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC126,367$20.3M4.54%+26,83413F-HRTimeline
Sepio Capital, LP125,502$20.1M1.6%+4,89013F-HRTimeline
AIRE ADVISORS, LLC124,768$20M4.22%+3,11613F-HRTimeline
Cambridge Investment Research Advisors,…123,323$19.8M0.07%-12,38513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding121,626$19.5M-3,987Timeline
CAPTRUST FINANCIAL ADVISORS121,569$19.5M0.05%+3,31513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…118,133$19M0.28%+70013F-HRTimelineGroup
Sequoia Financial Advisors, LLC116,967$18.8M0.15%-55,09813F-HRTimeline
Clayton Financial Group LLC112,875$18.1M6.64%+4,47613F-HRTimeline
Ellevest, Inc.109,424$17.6M1.17%-15,49713F-HRTimeline
SAGE FINANCIAL GROUP INC106,770$17.1M1.38%-52713F-HRTimeline
Ledyard National Bank104,876$16.8M1.67%-85013F-HRTimeline
ARVEST INVESTMENTS, INC.104,716$16.8M2.65%+1,13913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.103,895$16.7M0.03%+3,21713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV101,195$16.2M0.04%+3,65313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers100,449$16.1M0.03%-97813F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…99,790$16M0.29%new13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP98,892$15.9M0.24%-84413F-HRTimeline
Asset Management Group, Inc.96,239$15.5M2.86%+39213F-HRTimeline
LMCG INVESTMENTS, LLC93,990$15.1M1%+5,94213F-HRTimeline
Evensky & Katz LLC90,354$14.5M0.97%-4,52813F-HRTimeline
Advisory Alpha, LLC87,572$14.1M0.48%+19,02113F-HR/ATimeline
OLIO Financial Planning86,587$13.9M4.8%+3,14513F-HRTimeline
Compton Wealth Advisory Group, LLC85,225$13.7M3.8%+39113F-HRTimeline
Modera Wealth Management, LLC85,151$13.7M0.18%+1,74713F-HRTimeline
ProVise Management Group, LLC84,527$13.6M1.15%+4,45213F-HRTimeline
Capital Advantage, Inc.83,854$13.6M2.47%013F-HRTimeline
HUB Investment Partners, LLC82,993$13.3M0.54%+78,01513F-HRTimeline
Christopher J. Hasenberg, Inc82,604$13.3M5.51%-64,58713F-HRTimeline
Janney Montgomery Scott LLC82,291$13.2M0.04%-3,35513F-HRTimeline
Chicago Partners Investment Group LLC83,022$13.1M0.44%+60013F-HRTimeline
Strategic Investment Advisors / MI80,703$13M1.37%+7,20613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…79,178$12.7M0.27%+44,10813F-HRTimelineGroup
&PARTNERS79,486$12.6M0.13%+14,19013F-HRTimeline
Legacies Wealth LLC77,875$12.5M9.24%+1,51513F-HRTimeline
DAVENPORT & Co LLC76,427$12.3M0.07%+3,49013F-HRTimeline
Bryn Mawr Trust Advisors, LLC72,496$11.6M0.7%+12,95413F-HRTimeline
Lutz Financial Services LLC71,785$11.5M0.94%-1,36813F-HRTimeline
MassMutual Private Wealth & Trust, FSB65,486$10.5M0.3%+6,07213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.65,067$10.4M1.3%+2,67613F-HRTimeline
CWM, LLCin group CWM, LLC64,461$10.3M0.04%+2,09313F-HRTimelineGroup
Eagle Strategies LLC64,300$10.3M1.79%+95013F-HRTimeline
Iron Horse Wealth Management, LLC64,046$10.3M3.3%+3,39013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC63,518$10.2M0.13%+1,53513F-HRTimelineGroup
BOKF, NAin group BOKF, NA63,156$10.1M0.18%-9613F-HRTimelineGroup
Payne Capital Management, LLC62,918$10.1M4.31%+2,43813F-HRTimeline
Provident Wealth Management, LLC62,767$10.1M3.47%+2,24413F-HRTimeline
Opes Wealth Management LLC60,956$9.79M1.98%+11,33013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.60,332$9.69M0.48%+29113F-HRTimeline
JMG Financial Group, Ltd.60,305$9.68M0.33%+6113F-HRTimeline
Scott Capital Advisors, LLC59,963$9.63M2.87%+52613F-HRTimeline
Wealthspire Advisors, LLC59,543$9.56M0.06%-11913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK58,473$9.39M0.06%-92713F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…57,664$9.26M0.24%+6,10913F-HRTimeline
MAI Capital Management57,298$9.2M0.07%-2,26113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP56,062$9M<0.01%-1,52213F-HRTimelineGroup
Bleakley Financial Group, LLC55,137$8.85M0.28%-4,04613F-HRTimeline
Texas Yale Capital Corp.54,946$8.82M0.36%+4,75713F-HRTimeline
Ashton Thomas Private Wealth, LLC54,748$8.79M0.34%+1,22213F-HRTimeline
SPC Financial, Inc.54,512$8.75M0.77%+76413F-HRTimeline
Visionary Wealth Advisors53,804$8.64M0.52%-1,63913F-HRTimeline
D.A. DAVIDSON & CO.53,668$8.62M0.07%+1,29213F-HRTimeline
SOA Wealth Advisors, LLC.53,146$8.53M1.78%+1,70613F-HRTimeline
Prosperity Planning, Inc.53,121$8.53M2.67%-3,96313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC53,107$8.53M0.51%-1,90613F-HRTimeline
FINANCIAL COUNSELORS INC52,665$8.45M0.13%+4,14213F-HRTimeline
Manchester Capital Management LLC52,214$8.38M1.03%+1,61413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC51,791$8.31M0.31%-1,02113F-HRTimeline
RTD Financial Advisors, Inc.51,663$8.29M1.11%-81813F-HRTimeline
COMERICA BANK50,633$8.13M0.03%-1,79213F-HRTimeline
STEVENS CAPITAL PARTNERS48,977$7.86M3.69%+12,15813F-HRTimeline
Sanctuary Advisors, LLC48,854$7.84M0.06%-5,77113F-HRTimeline
Alesco Advisors, LLC, An ESL Co47,499$7.63M0.24%-1,12113F-HRTimeline
Brickley Wealth Management46,797$7.51M1.56%013F-HRTimeline
Avantax Planning Partners, Inc.46,340$7.44M0.26%+4,02213F-HRTimeline
LPF Advisors LLC45,353$7.28M5.96%+3,31513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…44,904$7.21M2.55%+5,80513F-HRTimeline
Alpha Omega Wealth Management LLC43,987$7.06M1.35%+1,15213F-HRTimeline
Smallwood Wealth Investment Management,…43,933$7.05M4.44%+1,26413F-HRTimeline
OLD NATIONAL BANCORP /IN/43,860$7.04M0.19%+66013F-HRTimeline
Allworth Financial LP45,145$7.01M0.04%-36813F-HRTimeline
ETF Portfolio Partners, Inc.43,167$6.93M2.09%+39,81713F-HRTimeline
PITTENGER & ANDERSON INC42,524$6.83M0.25%013F-HRTimeline
KPP Advisory Services LLC42,243$6.78M1.29%+28,09413F-HRTimeline
Cranbrook Wealth Management, LLC41,830$6.72M1.56%+7713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/41,690$6.69M0.01%-24,60013F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC41,311$6.63M5.75%-1,05213F-HRTimeline
Sharper & Granite LLC40,796$6.55M2.71%+3,03013F-HRTimeline
Regal Investment Advisors LLC40,548$6.51M0.53%-1313F-HRTimeline
CX Institutional40,294$6.47M0.24%+4,75113F-HRTimeline
Goepper Burkhardt LLC39,698$6.37M2.55%-4,51013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC39,200$6.29M0.9%+1,12013F-HRTimeline
AE Wealth Management LLC38,583$6.19M0.05%-9,58113F-HRTimeline
UMB Bank, n.a.37,764$6.06M0.1%-44513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HB Wealth Management, LLC37,681$6.05M0.05%+2,11413F-HRTimeline
Weinberger Asset Management, Inc37,469$6.02M2.58%+19213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC37,374$6M0.93%+69913F-HRTimeline
Ally Invest Advisors Inc.37,323$5.99M0.51%+3,65113F-HRTimeline
First Horizon Advisors, Inc.37,277$5.98M0.17%-2,55513F-HRTimeline
Bangor Savings Bank36,116$5.8M0.55%-3,45913F-HRTimeline
Accel Wealth Management35,952$5.77M2.09%+3,05613F-HRTimeline
TFB Advisors LLC35,618$5.72M1.65%-56013F-HRTimeline
Councilor Wealth, LLC35,510$5.7M2.84%+71213F-HRTimeline
Zeit Capital LLC35,229$5.66M4.35%+2,03313F-HRTimeline
Robertson Stephens Wealth Management, L…35,116$5.64M0.21%-55213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.34,246$5.5M0.03%-1,63513F-HRTimeline
FAS Wealth Partners, Inc.33,509$5.38M0.44%+12313F-HRTimeline
Causey Wealth LLC33,356$5.35M2.99%-6,67213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp33,253$5.34M0.16%+3,49813F-HRTimelineGroup
Tenret Co LLC33,180$5.33M3.23%+1,29913F-HRTimeline
HARBOUR INVESTMENTS, INC.33,077$5.31M0.15%+1,87713F-HRTimeline
Taylor & Morgan Wealth Management, LLC32,982$5.29M3.99%-69813F-HRTimeline
King Wealth Management Group32,921$5.29M0.8%-46613F-HRTimeline
Merit Financial Group, LLC32,481$5.21M0.08%-31,74813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC32,384$5.2M0.51%+40013F-HRTimeline
Pure Financial Advisors, LLC32,379$5.2M0.11%+89813F-HRTimeline
SWAN Capital LLC32,352$5.19M2.4%+6,52813F-HRTimeline
HFG Advisors, Inc.32,292$5.18M4.43%+71113F-HRTimeline
Baring Financial LLC32,144$5.16M4.33%+4,91513F-HRTimeline
SOL Capital Management CO31,658$5.08M0.56%-49713F-HRTimeline
Forza Wealth Management, LLC31,407$5.04M2.27%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC31,277$5.02M0.04%-39,35413F-HRTimeline
Kohmann Bosshard Financial Services, LLC31,130$4.98M0.59%-7,79613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp30,992$4.98M<0.01%-3,74513F-HRTimelineGroup
Echo45 Advisors LLC30,972$4.97M3.33%-15213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management29,895$4.8M0.77%13F-HRTimelineGroup
Maltin Wealth Management, Inc.29,690$4.77M2.24%+89313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,665$4.76M0.12%+3,40413F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC29,328$4.71M2.5%+1,15313F-HRTimeline