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Disclosery

VONG VANGUARD SCOTTSDALE FDS

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COM (fund)

731 managers (739 13F filers) reported a position in VONG shares at 2024-12-31, 141,264,148 shares in all. 96 filers opened a position and 34 filers sold out during the quarter.

Managers
731
13F filers
739
New
96
Added
284
Reduced
186
Sold out
34
Shares held by filers
141,264,148

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,109,060$3.01B0.28%-1,150,42913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.10,380,321$1.07B6.73%-39,86613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,002,014$723M0.05%+778,53713F-HR/ATimelineGroup
LPL Financial LLC5,525,452$571M0.23%+352,59013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,624,783$478M1.45%-40,19813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,822,725$395M+140,633Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,695,628$382M0.09%+386,91013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,557,522$367M0.35%-465,74813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,492,201$361M0.09%-323,11613F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,435,185$355M0.08%+14,40213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,285,277$339M3.23%-15,50813F-HRTimelineGroup
Sequoia Financial Advisors, LLC3,272,006$338M3.26%-44,66413F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,972,904$307M0.11%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,206,093$228M0.33%+151,22513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,901,524$196M0.31%+111,66213F-HRTimelineGroup
SageView Advisory Group, LLC1,854,162$192M8.24%+249,08913F-HRTimeline
Janney Montgomery Scott LLC1,749,942$181M0.5%new13F-HRTimeline
HighTower Advisors, LLC1,509,599$156M0.21%+67,38713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,409,802$146M0.2%+357,31913F-HRTimelineGroup
Wealthquest Corp1,274,203$132M10.71%+5,81513F-HRTimeline
Quent Capital, LLC1,191,832$123M12.74%-9,20313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,043,798$108M0.72%+29,20813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…919,436$95M0.06%-16,17813F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK828,454$85.6M2.77%+4,71613F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding812,844$84M+12,133Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC791,204$81.7M0.36%+35,09613F-HRTimelineGroup
Beacon Pointe Advisors, LLC790,159$81.6M0.91%+129,49313F-HRTimeline
COMERICA BANK743,104$76.8M0.31%-24,41413F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/736,113$76M0.04%+10,92413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP722,600$74.6M0.17%+228,10013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA683,197$70.6M0.02%+16,02813F-HRTimelineGroup
WestHill Financial Advisors, Inc.675,037$69.7M15.62%+3,55813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding644,479$66.6M-730Timeline
LPWM LLC620,125$64.1M20.58%-51,54613F-HRTimeline
Global Strategic Investment Solutions, …611,360$63.2M7.39%+30,22713F-HRTimeline
Aaron Wealth Advisors LLC608,339$62.9M7.3%-10,60913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.605,834$62.6M0.14%+84,23613F-HR/ATimelineGroup
Nadler Financial Group, Inc.595,632$61.5M6.48%+4,78813F-HRTimeline
Cetera Investment Advisers537,206$55.5M0.12%+41,02613F-HRTimeline
MML INVESTORS SERVICES, LLC518,313$53.5M0.18%+81,00513F-HRTimeline
Waldron Private Wealth LLC509,135$52.6M2.12%-1,34813F-HRTimeline
Hapanowicz & Associates Financial Servi…504,180$52.1M26.16%-3,46013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC498,472$51.5M0.14%-43,70713F-HRTimelineGroup
Modera Wealth Management, LLC487,167$50.3M0.61%+3,97213F-HRTimeline
Baltimore-Washington Financial Advisors…483,536$49.9M2.57%+9,37613F-HRTimeline
CW Advisors, LLC483,337$49.9M0.69%+1,70613F-HRTimeline
Edge Capital Group, LLC472,076$48.8M2.49%+15,32113F-HRTimeline
LVW Advisors, LLC467,752$48.3M5.92%+1,27413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.449,798$46.5M3.47%-66,90913F-HRTimelineGroup
One Capital Management, LLC423,652$43.8M1.45%-8,38513F-HRTimeline
Snowden Capital Advisors LLC423,067$43.7M1.36%-68413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC480,751$43.5M8.54%+4,71713F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP418,554$43.2M11.84%+43,30513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO415,569$42.9M<0.01%+112,97713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp410,453$42.4M0.01%-26,94613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC403,727$41.7M0.01%-9,35113F-HRTimelineGroup
Pacific Life Fund Advisors LLC386,165$39.9M4.14%+127,26613F-HRTimeline
Clearstead Advisors, LLC385,754$39.8M0.61%-52,45013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…379,772$39.2M0.08%+14,65113F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV377,200$39M3.17%+94813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK375,697$38.8M0.24%+18,78913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC368,287$38M0.06%+16,24413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding356,310$36.8M+72,146Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…339,045$35M0.49%+7,08213F-HRTimelineGroup
Parkside Financial Bank & Trust332,975$34.4M4.56%+69,40413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC326,865$33.8M0.07%+19,04713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS316,948$32.7M0.09%-55,66713F-HRTimeline
ALLIANCEBERNSTEIN L.P.310,673$32.1M0.01%-1,90713F-HRTimeline
Wealthspire Retirement, LLC303,568$31.4M2.48%-2,91513F-HRTimeline
Windward Private Wealth Management Inc.300,070$31M12.08%-10,09213F-HRTimeline
Steele Capital Management, Inc.297,509$30.7M1.6%+11,69113F-HRTimeline
NewEdge Advisors, LLC290,772$30M0.18%+80,11113F-HRTimeline
First National Trust Co285,560$29.5M1.11%-92,27613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP285,464$29.5M0.05%-67,81613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC280,789$29M0.18%+266,79813F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding263,397$27.2M+99,715Timeline
MIdWestOne Financial Group, Inc.259,372$26.8M3.76%-12,25013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…255,779$26.4M0.07%-38113F-HRTimelineGroup
Atria Wealth Solutions, Inc.242,012$25M0.27%+94,51713F-HRTimeline
COUNTRY CLUB BANK239,596$25M1.67%+7,64113F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…224,645$23.2M1.33%+84513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP221,289$22.9M0.02%+57,46513F-HRTimelineGroup
Highland Financial Advisors, LLC216,517$22.4M7.75%-1,73613F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV214,515$22.2M0.71%013F-HRTimeline
D.A. DAVIDSON & CO.213,287$22M0.18%+16,30713F-HRTimeline
HBK Sorce Advisory LLC210,482$21.7M0.66%-9,98213F-HRTimeline
Cambridge Investment Research Advisors,…198,309$20.5M0.07%+42,55413F-HRTimeline
Perkins Coie Trust Co198,156$20.5M4.5%-69313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.197,151$20.4M0.04%+16013F-HRTimelineGroup
IEQ CAPITAL, LLC190,994$19.7M0.19%+120,20713F-HRTimeline
Bernardo Wealth Planning LLC191,806$19.7M4.7%+5,38513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC190,131$19.6M11.33%+102,42913F-HRTimeline
Wealth Dimensions Group, Ltd.188,942$19.5M4.78%-1,42413F-HRTimeline
CONDOR CAPITAL MANAGEMENT183,992$19M1.68%-1,78513F-HRTimeline
Summit X, LLC181,492$18.7M4.16%-27,41913F-HRTimeline
Elite Financial, Inc.180,902$18.7M10.13%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…173,093$17.9M0.07%+6,20113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.168,541$17.5M0.03%+6,82513F-HRTimelineGroup
HB Wealth Management, LLC167,123$17.3M0.18%+21413F-HRTimeline
Royal Fund Management, LLC165,518$17.2M1.86%-10013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp164,695$17M0.06%-62,70913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…158,506$17M0.96%+4,93613F-HRTimeline
Blue Barn Wealth, LLC162,511$16.8M8.85%+2,17313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC162,383$16.8M5.51%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding157,254$16.2M-3,511Timeline
Arrowroot Family Office, LLC152,720$15.8M8.2%+7,35113F-HRTimeline
Crumly & Associates Inc.152,618$15.8M4.29%+7,98613F-HRTimeline
Sandy Spring Bank150,111$15.5M0.63%+17,83913F-HRTimeline
Mesirow Financial Investment Management…147,203$15.2M0.3%-188,99713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC146,188$15.1M0.42%+14,63113F-HRTimeline
Strategic Financial Partners, Ltd.145,122$15M7.65%-78,49313F-HRTimeline
Brand Asset Management Group, Inc.134,235$13.9M5.63%-4,08913F-HRTimeline
CONNABLE OFFICE INC130,697$13.5M1.4%-1,57513F-HRTimeline
Procyon Advisors, LLC127,477$13.2M0.84%-15,87913F-HRTimeline
Global Retirement Partners, LLC125,832$13M0.37%-2,13013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC124,195$12.8M0.11%-4,26713F-HRTimeline
VANCE WEALTH, LLC122,856$12.7M4.9%-5,19613F-HRTimeline
Private Advisor Group, LLC120,510$12.4M0.07%+1,89713F-HRTimeline
Joel Isaacson & Co., LLC116,563$12M0.54%+7,21013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…114,898$11.9M0.27%-2,47813F-HRTimelineGroup
WIN ADVISORS, INC106,880$11M5.34%new13F-HRTimeline
Sanctuary Wealth Management, L.L.C.105,322$10.9M7.2%new13F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC104,527$10.8M1.97%-5,01413F-HRTimelineGroup
Integrated Investment Consultants, LLC104,486$10.8M2.23%+2,56313F-HR/ATimeline
Deane Retirement Strategies, Inc.103,786$10.7M5.39%+1,79713F-HRTimeline
Creative Planningin group Creative Planning98,646$10.2M0.01%+11,13813F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers97,566$10.1M0.02%-50,18713F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC96,790$9.98M1.61%013F-HRTimelineGroup
Aptus Capital Advisors, LLC95,802$9.9M0.12%+89,55213F-HRTimeline
Steward Partners Investment Advisory, L…95,301$9.84M0.09%+2,97313F-HRTimeline
Mutual Advisors, LLC94,921$9.81M0.28%+7,91513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC89,852$9.28M4.81%-50113F-HRTimeline
FourThought Financial Partners, LLC87,329$9.02M0.94%+78013F-HRTimeline
Hurley Capital, LLC80,575$8.44M6.79%13F-HRTimeline
Sanctuary Advisors, LLC79,368$8.39M0.05%-8,59113F-HRTimeline
Quantinno Capital Management LP80,253$8.29M0.08%-7113F-HRTimeline
Modern Wealth Management, LLC74,855$7.73M0.29%new13F-HR/ATimeline
Ethos Financial Group, LLC70,766$7.31M0.95%+66,15713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC70,400$7.27M0.01%new13F-HRTimeline
Freedom Investment Management, Inc.69,471$7.18M0.6%+30,58113F-HRTimeline
Pinnacle Financial Partners Inc69,363$7.17M0.15%-50013F-HRTimeline
SWAN Capital LLC66,254$6.84M3.34%-32,09813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…65,394$6.75M0.01%+18,72613F-HRTimelineGroup
Cascade Wealth Advisors, Inc63,860$6.6M4.46%-5,83113F-HRTimeline
Certified Advisory Corp63,212$6.53M0.71%+2,13513F-HRTimeline
ERn Financial, LLC62,997$6.51M0.98%-41213F-HRTimeline
Philip James Wealth Mangement, LLC62,679$6.47M0.84%+50513F-HRTimeline
Bare Financial Services, Inc61,541$6.36M2.56%+9,60513F-HRTimeline
IFP Advisors, Inc61,142$6.32M0.21%+11,49513F-HRTimeline
Empire Life Investments Inc.60,829$6.28M0.39%+25,95413F-HRTimeline
Curtis Advisory Group, LLC60,524$6.25M1.65%-5813F-HRTimeline
MAI Capital Management59,511$6.15M0.05%+37,78113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED57,742$6.02M0.56%+26,28913F-HRTimeline
CoreCap Advisors, LLC57,279$5.92M0.27%+54,55713F-HRTimeline
Baker Avenue Asset Management, LP57,112$5.9M0.18%+8413F-HRTimeline
First Horizon Advisors, Inc.56,998$5.89M0.16%+2,17513F-HRTimeline
Diversified Enterprises, LLC56,931$5.88M0.56%+19,35713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC55,964$5.83M0.58%+40,35613F-HRTimeline
PFG Advisors55,963$5.78M0.35%+1,96613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding52,919$5.47M-3,659Timeline
WEDBUSH SECURITIES INC52,824$5.46M0.19%+5,32313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC52,768$5.45M0.06%+12,62913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\52,724$5.45M0.01%+1,48813F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC52,724$5.45M0.09%+1013F-HRTimeline
FMR LLCin group FMR LLC52,709$5.44M<0.01%+3,47913F-HRTimelineGroup
Kingsview Wealth Management, LLC51,736$5.34M0.1%-90013F-HRTimeline
Frederick Financial Consultants, LLC50,756$5.24M4.19%13F-HRTimeline
Rodgers & Associates, LTD50,235$5.19M0.62%+4,13013F-HRTimeline
ORG Partners LLC49,816$5.15M0.7%-1,37213F-HRTimeline
Smartleaf Asset Management LLC49,133$5.12M0.52%+2,22213F-HRTimeline
Legacy Financial Advisors, Inc.49,531$5.12M0.85%-1,87813F-HRTimeline
Auour Investments LLC47,794$5.03M1.76%-38113F-HRTimeline
Linscomb Wealth, Inc.47,890$4.95M0.25%-3,10713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC47,692$4.93M0.39%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC47,460$4.9M0.46%+91713F-HRTimeline
&PARTNERS46,006$4.82M0.06%+73713F-HRTimeline
Orion Porfolio Solutions, LLC45,985$4.75M0.05%+34,34913F-HRTimeline
Orion Portfolio Solutions, LLC45,985$4.75M0.05%+34,34913F-HRTimeline
Stegner Investment Associates Inc.45,610$4.71M3.12%+613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SAPIENT CAPITAL LLC45,403$4.69M0.09%+9,38913F-HRTimeline
RFG Advisory, LLC45,274$4.68M0.13%+20,55013F-HRTimeline
GOLDEN ROAD ADVISORS LLC43,948$4.54M3.43%+28813F-HRTimeline
Andina Capital Management, LLC43,060$4.45M3.63%+12,66613F-HRTimeline
SIGNATUREFD, LLC42,926$4.43M0.08%-5,16513F-HRTimeline
GEM Asset Management, LLC42,841$4.43M2.47%+3,73813F-HRTimeline
Guerra Advisors Inc42,669$4.41M2.44%13F-HRTimeline
CKW FINANCIAL GROUP42,581$4.4M0.54%+3,00113F-HRTimeline
AE Wealth Management LLC42,370$4.38M0.04%-32213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP42,368$4.38M<0.01%+23,36313F-HRTimelineGroup
Atria Investments, Inc42,321$4.37M0.05%+33,53213F-HRTimeline
New Millennium Group LLC40,920$4.23M2.47%+3,07513F-HRTimeline
Sage Mountain Advisors LLC40,772$4.21M0.31%-1,69013F-HRTimeline
Prosperity Consulting Group, LLC40,715$4.21M0.32%+2,75613F-HRTimeline
ADAPT WEALTH ADVISORS, LLC40,420$4.18M2.06%-1,52013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC39,379$4.07M0.03%+2,20613F-HRTimelineGroup
Continuum Advisory, LLC38,759$4M0.51%+31713F-HRTimeline
Investors Research Corp37,761$3.9M0.86%+7,71013F-HRTimeline
TAGStone Capital, Inc.37,405$3.86M1.9%-6813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37,209$3.84M<0.01%+1,39713F-HRTimelineGroup
Diversified Portfolios, Inc.37,190$3.84M0.42%013F-HRTimeline