Skip to content

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
MORGAN STANLEYin group MORGAN STANLEY4,750,549$843M0.05%-4,98013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,524,777$803M1.64%+109,93213F-HRTimelineGroup
Betterment LLC3,924,610$696M1.33%-95,70013F-HRTimeline
EP Wealth Advisors, LLC3,906,096$693M3.6%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,122,050$554M0.04%+84,79213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,704,404$480M0.09%+65,37013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,627,102$466M0.28%+131,70013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,549,206$452M0.08%-83,18913F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,735,188$308M0.74%+136,98413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,468,370$260M0.14%+7,46113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,394,274$247M-4,861Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,137,605$202M-30,166Timeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,104,020$196M13.08%+7,76413F-HRTimelineGroup
LPL Financial LLC1,075,243$191M0.05%-19713F-HRTimeline
FMR LLCin group FMR LLC1,038,344$184M0.01%+112,36713F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,022,955$181M1.37%+136,42113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC991,660$176M0.04%-61,16713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…979,350$174M0.11%+72,50813F-HR/ATimelineGroup
Orgel Wealth Management, LLC847,200$150M3.32%+27,40513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC790,818$140M0.04%+136,17713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP708,046$126M0.11%+36,94613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding698,040$123M-16,985Timeline
VANTAGEPOINT INVESTMENT ADVISERS LLC623,341$111M0.89%+23,08813F-HRTimeline
Mariner, LLCin group Mariner, LLC621,313$110M0.13%+38,69813F-HRTimelineGroup
SYM FINANCIAL Corp559,120$99.2M10.19%+11,61213F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT547,312$97.1M1.06%+140,98813F-HRTimeline
Waverly Advisors, LLC542,484$96.2M0.78%-28,46313F-HRTimeline
Avior Wealth Management, LLC540,826$95.9M2.99%+3,26813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…514,064$91.2M0.16%-4,66813F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\490,834$87.1M0.1%+27,12213F-HRTimelineGroup
Creative Planningin group Creative Planning434,362$77M0.06%-1,25013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC428,227$76M0.1%-15,91213F-HRTimeline
Cetera Investment Advisers418,098$74.2M0.08%+23,18813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.405,710$72M0.11%-296,61513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP386,527$68.6M0.09%+6,42613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO382,402$67.8M<0.01%+19,62513F-HRTimelineGroup
Rodgers & Associates, LTD379,805$67.4M6.82%+11,80813F-HRTimeline
McAdam, LLC347,264$61.6M2.82%+18,71013F-HRTimeline
HighTower Advisors, LLC329,122$58.4M0.06%+6,06213F-HRTimeline
Krilogy Financial LLC297,606$55.1M1.88%+8,45813F-HRTimeline
Berman McAleer LLC300,489$53.3M7.28%+5,98213F-HRTimeline
Private Advisor Group, LLC294,418$52.2M0.25%+8,54613F-HRTimeline
CWM, LLCin group CWM, LLC272,291$48.3M0.13%+155,24413F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC270,583$48M5.88%-3,85813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP268,765$47.7M0.06%+6,08713F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.266,450$47.3M0.32%-16,58513F-HRTimelineGroup
Trust Co259,101$46M4.31%+4,48713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…245,109$44.7M0.06%+3,74413F-HRTimeline
MML INVESTORS SERVICES, LLC242,520$43M0.1%+11,44813F-HRTimeline
1832 Asset Management L.P.239,879$42.5M0.05%-5,84713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding228,679$40.6M-7,867Timeline
Marotta Asset Management223,866$39.7M7.35%+58713F-HRTimeline
KWMG, LLC203,452$36.1M3.11%+6,32713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC199,974$35.5M0.39%+10,64113F-HRTimelineGroup
NewEdge Advisors, LLC196,890$34.9M0.13%+3,03613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.193,521$34.3M0.06%+163,77113F-HRTimelineGroup
Shakespeare Wealth Management, LLC178,829$31.7M7.01%+2,59713F-HRTimeline
Wilmington Savings Fund Society, FSB177,651$31.5M0.74%+10,54513F-HRTimeline
Bragg Financial Advisors, Inc175,901$31.2M1.02%+6,18813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding198,565$31M+5,139Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp173,410$30.8M3.59%+20813F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT173,073$30.7M2.49%-2,70113F-HRTimeline
Summit Financial, LLC168,721$29.9M0.44%+2,88313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS164,783$29.2M0.02%+12,90713F-HRTimelineGroup
Avion Wealth162,867$28.9M6.06%-4,52913F-HRTimeline
BHK Investment Advisors, LLC157,777$28M9.2%+17,73613F-HRTimeline
Falcon Wealth Planning156,945$27.8M2.34%+5,23213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/149,533$26.5M0.01%+14,95813F-HRTimelineGroup
DIVERSIFIED MANAGEMENT INC146,071$25.9M6.05%13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC145,699$25.8M4.72%+3,90013F-HRTimeline
BLAIR WILLIAM & CO/IL140,164$24.9M0.07%+2,21313F-HRTimeline
World Investment Advisors134,737$23.9M0.39%+13,57613F-HR/ATimeline
Diesslin Group, Inc.131,297$23.3M9.25%13F-HRTimeline
Grove Street Fiduciary, LLC131,018$23.2M9.71%-1,13513F-HRTimeline
Beacon Pointe Advisors, LLC130,792$23.2M0.16%+3,45813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers126,770$22.5M0.03%+15,13113F-HRTimelineGroup
AIRE ADVISORS, LLC126,763$22.5M4.11%+98113F-HRTimeline
&PARTNERS125,826$22.3M0.12%+8,21913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS123,187$21.8M0.04%+2,82313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding123,085$21.8M-1,344Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…116,248$20.6M0.26%+2,39513F-HRTimelineGroup
ARVEST INVESTMENTS, INC.110,629$19.6M2.76%+2,09513F-HRTimeline
FIRST AMERICAN TRUST, FSB109,235$19.4M1.33%-2,69013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV106,315$18.9M0.03%+2,10813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.106,000$18.8M0.03%-2,03313F-HRTimelineGroup
Cambridge Investment Research Advisors,…105,338$18.7M0.05%-2,51113F-HRTimeline
Bryn Mawr Trust Advisors, LLC104,659$18.6M0.89%+9,64713F-HRTimeline
Praetorian Wealth Management, Inc.104,448$18.5M3.68%-12313F-HRTimeline
SAGE FINANCIAL GROUP INC103,863$18.4M1.22%+36213F-HRTimeline
Ledyard National Bank102,721$18.2M1.57%-1,62913F-HRTimeline
Advisory Alpha, LLC102,199$18.1M0.49%+1,01213F-HRTimeline
Cresset Asset Management, LLC101,554$18M0.08%+74,39413F-HRTimeline
OLIO Financial Planning97,602$17.3M4.86%+3,70013F-HRTimeline
Strategic Investment Advisors / MI96,806$17.2M1.49%+12,67713F-HRTimeline
Mesirow Financial Investment Management…96,710$17.2M0.35%-49,78913F-HRTimeline
Asset Management Group, Inc.96,289$17.1M2.76%+61813F-HRTimeline
Roberts Financial Services LLC95,898$17M5.34%+2,60213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP92,652$16.4M0.21%-3,85213F-HRTimeline
Legacies Wealth LLC92,386$16.4M9.26%+4,44513F-HRTimeline
ProVise Management Group, LLC91,068$16.2M1.15%+3,63113F-HRTimeline
Chicago Partners Investment Group LLC87,092$16.1M0.4%+1,19013F-HRTimeline
Lutz Financial Services LLC89,461$15.9M1.08%+4313F-HRTimeline
Compton Wealth Advisory Group, LLC87,531$15.5M3.39%-14613F-HRTimeline
Wealthspire Advisors, LLC87,303$15.5M0.12%+28,06813F-HRTimeline
DAVENPORT & Co LLC85,383$15.1M0.08%+97013F-HRTimeline
Evensky & Katz LLC85,096$15.1M0.85%-56413F-HRTimeline
Clayton Financial Group LLC84,242$14.9M7.62%+17,10913F-HRTimeline
Modera Wealth Management, LLC83,015$14.7M0.17%-65513F-HRTimeline
HUB Investment Partners, LLC82,812$14.7M0.4%-24613F-HRTimeline
LMCG INVESTMENTS, LLC82,237$14.6M0.83%-4,24013F-HRTimeline
SOA Wealth Advisors, LLC.80,151$14.2M2.4%+12,67513F-HRTimeline
Sanctuary Advisors, LLC79,444$14.1M0.08%+18,87713F-HRTimeline
Janney Montgomery Scott LLC77,812$13.8M0.03%+2,21613F-HRTimeline
Payne Capital Management, LLC74,302$13.2M4.16%+2,68713F-HRTimeline
RTD Financial Advisors, Inc.73,197$13M1.58%-3,28913F-HRTimeline
BOKF, NAin group BOKF, NA73,003$12.9M0.2%+9,32213F-HRTimelineGroup
Apella Capital, LLC72,598$12.9M0.25%+1,85113F-HRTimeline
FIRST HORIZON CORP72,164$12.8M0.57%+26,72713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC71,780$12.7M0.07%+1,65913F-HRTimeline
Empirical Financial Services, LLC d.b.a…70,003$12.4M0.22%+37113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp69,230$12.3M0.31%+14,69913F-HRTimelineGroup
Sepio Capital, LP68,962$12.2M0.67%+67213F-HRTimeline
Opes Wealth Management LLC68,219$12.1M2.06%+75013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC66,515$11.8M0.1%+4,15613F-HRTimelineGroup
Eagle Strategies LLC66,287$11.8M1.5%-1,04913F-HRTimeline
STEVENS CAPITAL PARTNERS66,126$11.7M3.07%+7,46313F-HRTimeline
Meramec Financial Planners, LLC60,492$11.6M4.51%13F-HRTimeline
MAI Capital Management65,092$11.5M0.07%+5,88413F-HRTimeline
Provident Wealth Management, LLC63,857$11.3M3.35%+1,08213F-HRTimeline
Sequoia Financial Advisors, LLC63,199$11.2M0.06%+3,66613F-HRTimeline
Geneos Wealth Management Inc.63,116$11.2M0.27%+1,18113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC62,399$11.1M0.17%+16,94113F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.61,710$10.9M0.46%-5913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.60,826$10.8M1.2%13F-HRTimeline
D.A. DAVIDSON & CO.60,236$10.7M0.07%+94713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC59,907$10.6M0.01%+29,20013F-HRTimelineGroup
JMG Financial Group, Ltd.59,509$10.6M0.3%-1,31313F-HRTimeline
Gladwyn Financial Advisors, Inc.59,263$10.5M7.39%+1,53513F-HRTimeline
Bleakley Financial Group, LLC58,164$10.3M0.18%+2,35813F-HRTimeline
Midwest Trust Co57,353$10.2M0.13%+2,72413F-HRTimeline
Scott Capital Advisors, LLC55,951$9.92M2.2%+72313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP55,824$9.9M<0.01%+1,63213F-HRTimelineGroup
COMERICA BANK55,450$9.84M0.04%+47613F-HRTimeline
Texas Yale Capital Corp.54,914$9.74M0.3%+5313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…54,855$9.73M2.72%+1,76413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK54,515$9.67M0.05%-36313F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB54,342$9.64M0.25%-3,35313F-HRTimeline
Avantax Planning Partners, Inc.53,313$9.46M0.26%-99613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC51,824$9.19M0.46%-48913F-HRTimeline
Ashton Thomas Private Wealth, LLC49,808$8.83M0.22%-35613F-HRTimeline
Alpha Omega Wealth Management LLC48,746$8.65M1.43%+68613F-HRTimeline
ETF Portfolio Partners, Inc.48,526$8.61M2.22%+90813F-HRTimeline
Prosperity Planning, Inc.48,384$8.58M2.24%-28513F-HRTimeline
Regal Investment Advisors LLC48,216$8.55M0.51%+2,75113F-HRTimeline
CX Institutional47,867$8.49M0.25%+1,34613F-HRTimeline
Alesco Advisors, LLC, An ESL Co47,622$8.45M0.22%+98013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding47,474$8.42M+38,842Timeline
EXENCIAL WEALTH ADVISORS, LLC46,677$8.28M0.26%-31513F-HRTimeline
Brickley Wealth Management46,667$8.28M1.4%-113F-HRTimeline
SWAN Capital LLC45,826$8.13M3.16%-2,54713F-HRTimeline
AE Wealth Management LLC45,619$8.09M0.05%+3,34513F-HRTimeline
Sharper & Granite LLC45,150$8.01M2.82%+81513F-HRTimeline
Allworth Financial LP45,020$7.99M0.03%+2,01013F-HRTimeline
OLD NATIONAL BANCORP /IN/44,888$7.96M0.13%-1,40913F-HRTimeline
Smallwood Wealth Investment Management,…44,600$7.91M4.14%-2,44313F-HRTimeline
Capital Advantage, Inc.43,602$7.73M1.04%+1,24113F-HRTimeline
Ally Invest Advisors Inc.43,277$7.68M0.53%+1,56813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC42,699$7.57M0.57%+6,65413F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC42,474$7.53M1.09%+26,13513F-HR/ATimeline
PITTENGER & ANDERSON INC42,399$7.52M0.29%-12513F-HRTimeline
Cranbrook Wealth Management, LLC41,507$7.36M1.45%-14613F-HRTimeline
Atria Investments, Inc41,364$7.34M0.08%+13,44513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC41,119$7.29M0.8%-83913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC40,389$7.16M0.83%+1,29013F-HRTimeline
Hilltop National Bank40,060$7.11M1.72%+1,76813F-HRTimeline
Everhart Financial Group, Inc.39,572$7.02M0.65%+3,87813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…39,456$7M0.08%+3,08813F-HRTimelineGroup
Weinberger Asset Management, Inc39,101$6.94M2.5%-93213F-HRTimeline
KPP Advisory Services LLC38,688$6.86M1%-2,29213F-HRTimeline
Councilor Wealth, LLC38,095$6.76M3.19%+37313F-HRTimeline
Glenview Trust Co37,959$6.73M0.1%+11,10413F-HRTimeline
Inlight Wealth Management, LLC37,343$6.62M2.43%+22,33513F-HRTimeline
Black Diamond Financial, LLC36,851$6.54M0.69%+96113F-HRTimeline
Merit Financial Group, LLC36,198$6.42M0.05%-50413F-HRTimeline
HB Wealth Management, LLC35,908$6.37M0.04%-21913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…35,691$6.33M0.01%+32,95613F-HRTimelineGroup
Bangor Savings Bank35,285$6.26M0.5%+13413F-HRTimeline
Zeit Capital LLC35,238$6.25M4.22%-10613F-HRTimeline
Accel Wealth Management34,587$6.13M1.68%-57313F-HRTimeline
UMB Bank, n.a.34,558$6.13M0.08%-88313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COLUMBIA ADVISORY PARTNERS LLC34,435$6.11M4.16%-2,35613F-HRTimeline
Sollinda Capital Management LLC33,992$6.03M1.54%new13F-HRTimeline
Echo45 Advisors LLC33,263$5.9M3.37%+81613F-HRTimeline
Wealth Enhancement Trust Services, Inc.33,253$5.9M0.75%13F-HRTimeline
FAS Wealth Partners, Inc.33,245$5.9M0.38%+32213F-HRTimeline
HFG Advisors, Inc.32,416$5.75M4.17%-1813F-HRTimeline
Tenret Co LLC32,199$5.71M2.89%+37813F-HRTimeline
Maltin Wealth Management, Inc.32,127$5.7M2.27%+74613F-HRTimeline
Taylor & Morgan Wealth Management, LLC31,896$5.66M3.17%-74013F-HRTimeline
Vestmark Advisory Solutions, Inc.31,827$5.65M0.08%+7,10813F-HRTimeline