Skip to content

VOE VANGUARD INDEX FDS

Follow

SHS (fund)

Filings received so far for Q3 2026: 112 13F filers report a position in VOE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,227,780$240M13.71%+4,62113F-HRTimelineGroup
Everhart Financial Group, Inc.342,034$66.9M4.12%+22,04013F-HRTimeline
Avior Wealth Management, LLC309,732$60.5M1.6%-26,05113F-HRTimeline
Trust Co263,184$51.5M4.48%+2,67613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC262,972$51.4M5.84%+84613F-HRTimeline
KWMG, LLC223,983$43.8M3.16%+9,24813F-HRTimeline
Marotta Asset Management216,997$42.4M7.2%+99313F-HRTimeline
DIVERSIFIED MANAGEMENT INC145,688$28.5M4.97%+73713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…135,604$27.3M0.04%-6,95513F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp138,858$27.2M3.29%-7,42413F-HRTimelineGroup
Grove Street Fiduciary, LLC117,373$22.9M10.39%-9,52513F-HRTimeline
Clayton Financial Group LLC89,837$17.6M9.23%+2,60613F-HRTimeline
Compton Wealth Advisory Group, LLC86,768$17.1M3.5%-76213F-HRTimeline
RTD Financial Advisors, Inc.67,672$13.2M1.45%-2,21413F-HRTimeline
Gladwyn Financial Advisors, Inc.60,385$11.8M7.54%-1,08013F-HRTimeline
Scott Capital Advisors, LLC56,638$11.3M1.62%+67813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC53,073$10.4M0.71%+1,79913F-HRTimeline
Prosperity Planning, Inc.45,199$8.84M1.96%-83713F-HRTimeline
Apella Capital, LLC43,815$8.72M0.11%-19,33813F-HRTimeline
MassMutual Private Wealth & Trust, FSB39,999$7.82M0.21%-5,29613F-HRTimeline
Councilor Wealth, LLC38,386$7.51M3.09%-31113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV35,522$6.95M0.78%-97513F-HRTimeline
Echo45 Advisors LLC34,265$6.7M3.05%+9713F-HRTimeline
Taylor & Morgan Wealth Management, LLC29,752$5.82M2.8%-59713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC29,044$5.68M1.17%+37213F-HRTimeline
Bangor Savings Bank28,925$5.66M0.43%-79713F-HRTimeline
CX Institutional26,236$5.13M0.14%+1,38813F-HRTimeline
LifeGoal Investments, LLC25,979$5.08M1.55%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.25,628$5.01M0.54%-8,20413F-HRTimeline
Farther Finance Advisors, LLC24,922$4.87M0.03%-8,86613F-HRTimeline
Sound Income Strategies, LLC22,788$4.59M0.2%+3,66113F-HRTimeline
Gilman Hill Asset Management, LLC21,223$4.15M0.58%-2613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,625$4.03M0.07%+6,17713F-HRTimeline
Baring Financial LLC18,766$3.67M1.98%+25313F-HRTimeline
Prism Advisors, Inc.17,472$3.52M0.88%-1,35413F-HRTimeline
Wedmont Private Capital16,432$3.31M0.08%-10513F-HRTimeline
Cooksen Wealth, LLC13,070$2.64M1.62%-21913F-HRTimeline
PARK NATIONAL CORP /OH/13,306$2.6M0.07%-3,66113F-HRTimeline
Grove Bank & Trust13,263$2.59M0.26%+4713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.13,183$2.58M0.15%-29013F-HRTimelineGroup
Paragon Capital Management Ltd12,072$2.36M0.43%+10813F-HRTimeline
Pathway Financial Advisors LLC11,864$2.32M0.26%013F-HRTimeline
Buttonwood Financial Advisors Inc.10,728$2.1M0.63%+34913F-HRTimeline
Friday Financial9,630$1.9M0.38%+2,76513F-HRTimeline
MJT & Associates Financial Advisory Gro…8,628$1.69M1.09%013F-HRTimeline
Acropolis Investment Management, LLC7,638$1.49M0.06%-22413F-HRTimeline
Heartwood Wealth Advisors LLC6,796$1.33M0.1%013F-HRTimeline
FC Advisory LLC5,738$1.12M0.29%+35813F-HRTimeline
Financial Symmetry Inc5,524$1.08M0.35%+2813F-HRTimeline
HF Advisory Group, LLC4,865$951K0.28%+19213F-HRTimeline
CHAPIN DAVIS, INC.4,709$921K0.18%+113F-HRTimeline
Atlas Brown,Inc.4,050$792K0.21%-10513F-HRTimeline
Richard P Slaughter Associates Inc4,029$788K0.16%-46313F-HRTimeline
Dynamic Advisor Solutions LLC3,956$773K0.02%+38113F-HRTimeline
Cambridge Financial Group, LLC3,693$730K0.23%013F-HRTimeline
Sherman Wealth Management LLC3,658$723K0.54%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,275$640K0.17%+413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,224$630K0.07%-4813F-HRTimeline
Tactive Advisors, LLC3,022$591K0.14%+5013F-HRTimeline
Yoder Wealth Management, Inc.2,907$568K0.21%013F-HRTimeline
Merited Wealth, LLC2,782$544K0.38%-34713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,763$540K0.35%-313F-HRTimeline
Harpswell Capital Advisors, LLC2,500$489K0.32%013F-HRTimeline
SAPIENT CAPITAL LLC2,436$476K0.01%+5013F-HRTimeline
Asempa Wealth Advisors2,401$474K0.37%-30213F-HRTimeline
Breakwater Capital Group2,347$459K0.05%-1113F-HRTimeline
CoreCap Advisors, LLC2,265$443K0.01%+313F-HRTimeline
Crane Advisory, LLC2,213$442K0.06%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,194$429K0.12%+713F-HRTimeline
Strategic Advisors LLC2,110$413K0.09%013F-HRTimeline
Intelligence Driven Advisers, LLC1,969$385K0.07%+1113F-HRTimeline
LWM ADVISORS INC1,932$378K0.29%+5413F-HRTimeline
Outbound Financial Inc1,931$378K0.24%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,868$365K0.09%-1413F-HRTimeline
ATWOOD & PALMER INC1,831$358K0.02%013F-HRTimeline
Venture Visionary Partners LLC1,802$352K0.01%+10113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC1,799$352K0.07%-7113F-HRTimeline
Valeo Financial Advisors, LLC1,736$339K0.01%-11313F-HRTimeline
Prospera Capital Management, LLC1,631$326K0.1%013F-HRTimeline
Towerpoint Wealth, LLC1,655$324K0.11%013F-HRTimeline
SAX WEALTH ADVISORS, LLC1,623$317K0.01%-13213F-HRTimeline
McGlone Suttner Wealth Management, Inc.1,601$313K0.04%-313F-HRTimeline
GAMMA Investing LLC1,551$303K0.01%+17513F-HRTimeline
Meriwether Wealth & Planning, LLC1,514$296K0.13%013F-HRTimeline
MKD WEALTH COACHES, LLC1,473$288K0.24%new13F-HRTimeline
Coastline Trust Co1,460$285K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cooper Financial Group1,351$264K0.02%013F-HRTimeline
Avidian Wealth Enterprises, LLC1,307$256K0.01%new13F-HRTimeline
Spinnaker Investment Group, LLC1,239$242K0.04%-3513F-HRTimeline
Level Financial Advisors1,187$232K0.05%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,165$228K0.01%+12913F-HRTimeline
Bestgate Wealth Advisors, LLC1,127$220K0.14%new13F-HRTimeline
Successful Portfolios LLC1,075$214K0.1%013F-HRTimeline
BOS Asset Management, LLC1,077$211K0.05%013F-HRTimeline
Factor Wealth Management LTD1,041$204K0.03%-65813F-HRTimeline
Noble Wealth Management PBC937$183K0.08%-12013F-HRTimeline
GoalVest Advisory LLC863$169K0.03%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC701$137K0.01%+113F-HRTimeline
Planning Strategies Inc.672$131K0.08%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP513$100K0.01%+31313F-HRTimelineGroup
Olistico Wealth, LLC430$84.1K0.04%013F-HRTimeline
Bullock Wealth Management Group234$46.2K0.02%013F-HRTimeline
Marquette Asset Management, LLC219$42.8K0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.167$32.7K0.02%013F-HRTimeline
Roxbury Financial LLC167$32.6K0.03%+113F-HRTimeline
Versant Capital Management, Inc132$25.8K<0.01%013F-HRTimeline
Rydar Equities, Inc.126$25.1K0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA104$20.3K0.01%-213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP41$8.02K<0.01%-16013F-HRTimeline
Central Pacific Bank - Trust Division18$3.52K<0.01%013F-HRTimeline
GK Wealth Management LLC18$3.52K<0.01%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC11$2.15K<0.01%013F-HRTimeline