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Disclosery

VOT VANGUARD INDEX FDS

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SHS (fund)

971 managers (981 13F filers) reported a position in VOT shares at 2024-12-31, 35,888,806 shares in all. 58 filers opened a position and 38 filers sold out during the quarter.

Managers
971
13F filers
981
New
58
Added
335
Reduced
289
Sold out
38
Shares held by filers
35,888,806

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
Ifrah Financial Services, Inc.16,845$4.27M1.18%-83613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp16,841$4.27M0.13%+56213F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…16,459$4.18M0.08%+4,91713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC16,111$4.09M0.16%+34213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,927$4.04M0.02%+10,62713F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC15,773$4M0.46%+72813F-HRTimeline
Shira Ridge Wealth Management15,248$3.87M1.89%+1,03313F-HRTimeline
IVC Wealth Advisors LLC15,216$3.86M2.16%+39513F-HRTimeline
Integrated Wealth Concepts LLC15,207$3.86M0.04%-28213F-HRTimeline
Ausdal Financial Partners, Inc.15,078$3.83M0.33%+1,08213F-HRTimeline
MidAtlantic Capital Management, Inc.14,864$3.77M2.76%-4913F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …14,718$3.73M2.86%+37213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.14,564$3.7M0.28%-83813F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC14,406$3.66M0.47%-28813F-HRTimeline
JPL Wealth Management, LLC14,206$3.6M1.03%13F-HRTimeline
NFSG Corp14,141$3.59M0.92%+2,56213F-HRTimeline
LifePlan Investment Advisors, Inc.14,129$3.59M2.22%-69413F-HRTimeline
Bouvel Investment Partners, LLC14,048$3.56M1.28%-32513F-HRTimeline
Clearstead Advisors, LLC13,806$3.5M0.05%-4,18713F-HRTimeline
Cresset Asset Management, LLC13,557$3.44M0.02%-3,15913F-HRTimeline
Cohen Klingenstein LLC13,490$3.42M0.12%+17013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding13,295$3.37M-125Timeline
MSH Capital Advisors LLC13,268$3.37M1.06%-11013F-HRTimeline
Keel Point, LLC12,837$3.26M0.26%+51113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC12,825$3.25M1.69%+6413F-HRTimeline
AVALON CAPITAL MANAGEMENT12,810$3.25M1.05%new13F-HRTimeline
Mutual Advisors, LLC12,260$3.24M0.09%-30113F-HRTimeline
Csenge Advisory Group12,587$3.19M0.17%+52013F-HRTimeline
Manchester Capital Management LLC12,493$3.17M0.37%013F-HRTimeline
AE Wealth Management LLC12,467$3.16M0.03%+5,42913F-HRTimeline
White Lighthouse Investment Management …12,461$3.16M0.56%+57313F-HRTimeline
Willis Johnson & Associates, Inc.12,431$3.15M0.24%-19213F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.12,316$3.13M1.36%+90013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…12,158$3.09M0.32%-11,05613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,070$3.06M0.07%+7,84213F-HRTimelineGroup
Ballentine Partners, LLC12,052$3.06M0.05%+1,25613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC11,960$3.03M0.8%13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding11,845$3.01M+2,786Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,619$2.95M0.08%+70913F-HRTimelineGroup
SilverOak Wealth Management LLC11,544$2.93M0.63%+38613F-HRTimeline
BRIGHTON JONES LLC11,500$2.92M0.08%+2,67313F-HR/ATimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC11,486$2.91M0.26%+2913F-HRTimelineGroup
TSFG, LLC11,358$2.88M0.59%-55213F-HRTimeline
Orion Porfolio Solutions, LLC11,152$2.83M0.03%+5,07713F-HRTimeline
Orion Portfolio Solutions, LLC11,152$2.83M0.03%+5,07713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…10,972$2.78M0.21%013F-HRTimeline
WealthShield Partners, LLC10,945$2.78M0.39%-23213F-HRTimeline
Baring Financial LLC10,924$2.77M2.47%13F-HRTimeline
UMB Bank, n.a.10,858$2.76M0.04%-23213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SOL Capital Management CO10,847$2.75M0.31%+80013F-HRTimeline
Peak Retirement Planning, Inc.10,752$2.73M1.84%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,671$2.71M<0.01%+1,42313F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC10,605$2.69M1.2%-4813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,502$2.66M0.02%+5113F-HRTimelineGroup
Chicago Partners Investment Group LLC10,297$2.66M0.09%+26913F-HRTimeline
WEALTH ALLIANCE, LLC10,465$2.66M0.32%+6413F-HRTimeline
My Legacy Advisors, LLC10,117$2.65M1.03%+80713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,400$2.64M<0.01%+6,00013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC10,308$2.62M0.76%13F-HRTimeline
Capital Advisors, Ltd. LLC10,249$2.6M0.33%-27213F-HRTimeline
KPP Advisory Services LLC10,112$2.57M0.6%-7913F-HRTimeline
Wealthfront Advisers LLC10,060$2.55M0.01%+2,20913F-HR/ATimeline
Crestwood Advisors Group, LLC9,990$2.53M0.05%+1013F-HRTimeline
Cooksen Wealth, LLC9,926$2.52M2.32%-35813F-HRTimeline
Financial Advocates Investment Manageme…9,923$2.52M0.14%-7,35213F-HRTimeline
J.W. COLE ADVISORS, INC.9,806$2.49M0.1%+22913F-HRTimeline
Fingerlakes Wealth Management, Inc.9,668$2.45M1.98%+12613F-HRTimeline
Weinberger Asset Management, Inc9,659$2.45M1.02%-39513F-HRTimeline
Simmons Bankin group Simmons Bank9,583$2.43M0.18%-17713F-HRTimelineGroup
Intergy Private Wealth, LLC9,573$2.43M0.91%013F-HRTimeline
IFG Advisory, LLC9,498$2.41M0.14%-113F-HRTimeline
STUART INVESTMENT ADVISORS, INC.9,355$2.37M1.27%-39013F-HRTimeline
ERn Financial, LLC9,236$2.34M0.35%-6013F-HRTimeline
Sterling Financial Planning, Inc.9,173$2.33M0.86%-5213F-HRTimeline
Magnus Financial Group LLC9,158$2.32M0.22%+7313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC8,997$2.32M0.32%-25213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC9,120$2.31M0.25%013F-HRTimeline
Meridian Financial Advisors, LLC9,116$2.31M1.6%+5313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,099$2.31M0.03%+3,75913F-HRTimelineGroup
Next Capital Management LLC9,096$2.31M0.95%+1,56613F-HRTimeline
Center For Asset Management LLC9,084$2.31M1.49%+43813F-HRTimeline
Mustard Seed Financial, LLC9,046$2.3M1.87%+20213F-HRTimeline
PFG Advisors9,038$2.29M0.14%-22913F-HRTimeline
CJM Wealth Advisers, Ltd.9,036$2.29M0.77%+5613F-HRTimeline
OneDigital Investment Advisors LLC8,992$2.28M0.03%-7413F-HRTimeline
Causey Wealth LLC8,735$2.22M1.29%13F-HRTimeline
GC Wealth Management RIA, LLC8,651$2.2M0.39%+6013F-HRTimeline
Werba Rubin Papier Wealth Management8,616$2.19M0.52%-20413F-HRTimeline
Insight Advisors, LLC/ PA8,560$2.18M0.37%-1513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,587$2.18M0.03%+10313F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …8,577$2.18M0.18%+4,26813F-HR/ATimeline
Wells Trecaso Financial Group, LLC8,553$2.17M0.71%+3613F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,314$2.11M0.14%+3,30813F-HRTimeline
CHOREO, LLC8,295$2.11M0.03%+1,26113F-HRTimeline
Kingsview Wealth Management, LLC8,272$2.1M0.04%+1,12213F-HRTimeline
ProVise Management Group, LLC8,115$2.06M0.18%-3013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,027$2.04M0.05%+2013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.8,002$2.03M0.07%-4713F-HRTimeline
Sagace Wealth Management LLC7,939$2.01M1.51%+1,23913F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,915$2.01M0.13%013F-HRTimeline
Atria Investments, Inc7,903$2.01M0.02%-1,83113F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC7,807$1.98M<0.01%+94813F-HRTimelineGroup
Americana Partners, LLC7,755$1.97M0.08%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,751$1.97M0.04%+2,45113F-HRTimelineGroup
Visionary Wealth Advisors7,741$1.96M0.12%-27613F-HRTimeline
Marcum Wealth, LLC7,597$1.93M0.17%+1,30113F-HRTimeline
LOWERY THOMAS, LLC7,585$1.92M1.25%+5213F-HRTimeline
Safeguard Financial, LLC7,488$1.9M0.41%-1,94213F-HRTimeline
Bleakley Financial Group, LLC7,483$1.9M0.06%+2,76313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC6,997$1.89M0.19%+3,66313F-HRTimeline
Silver Lake Advisory, LLC7,446$1.89M0.83%+7513F-HRTimeline
Segment Wealth Management, LLC7,380$1.87M0.13%-74513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,340$1.86M0.13%-9913F-HRTimelineGroup
UPTICK PARTNERS, LLC7,337$1.86M0.67%+37113F-HRTimeline
Strategic Financial Concepts, LLC7,334$1.86M0.36%+32013F-HR/ATimeline
Asset Allocation & Management Company, …7,329$1.86M1.02%013F-HRTimeline
FAS Wealth Partners, Inc.7,318$1.86M0.16%-13913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,316$1.86M<0.01%-84013F-HRTimelineGroup
Aveo Capital Partners, LLC7,300$1.85M0.2%+47813F-HRTimeline
Joel Isaacson & Co., LLC7,280$1.85M0.08%+39313F-HRTimeline
QUADRANT CAPITAL GROUP LLC7,226$1.83M0.13%013F-HRTimeline
Wambolt & Associates, LLC7,174$1.82M0.58%-78013F-HRTimeline
Falcon Wealth Planning7,140$1.81M0.2%-19013F-HRTimeline
Argent Trust Co7,125$1.81M0.07%+3013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,112$1.8M0.05%+90313F-HRTimeline
Fee-Only Financial Planning, L.C.7,060$1.79M1.16%013F-HRTimeline
Frisch Financial Group, Inc.7,055$1.79M0.54%-3213F-HRTimeline
Community Financial Services Group, LLC7,033$1.78M0.35%-13613F-HRTimeline
MIdWestOne Financial Group, Inc.6,976$1.77M0.25%-7513F-HRTimeline
Anchor Pointe Wealth Management, LLC6,730$1.72M2.23%13F-HRTimeline
NorthCoast Asset Management LLC6,757$1.71M0.01%+1,31413F-HR/ATimeline
Envision Financial Planning, LLC6,725$1.71M0.88%-1013F-HRTimeline
Talon Private Wealth, LLC6,686$1.7M0.35%+4,96813F-HR/ATimeline
TME FINANCIAL, INC.6,928$1.69M1.58%13F-HRTimeline
Mainstream Capital Management LLC6,624$1.68M1.18%013F-HRTimeline
Brady Martz Wealth Solutions, LLC6,486$1.68M0.4%13F-HRTimeline
Washington Trust Advisors, Inc.6,520$1.65M0.14%-313F-HRTimeline
TOWNSQUARE CAPITAL LLC6,475$1.64M0.02%+13713F-HRTimeline
Sand Hill Global Advisors, LLC6,435$1.63M0.07%013F-HRTimeline
Mascagni Wealth Management, Inc.6,663$1.63M1.62%13F-HR/ATimeline
CITY HOLDING CO6,313$1.6M0.23%-8413F-HRTimeline
EWG Elevate Inc.6,247$1.59M0.48%new13F-HRTimeline
Quadrant Private Wealth Management, LLC6,231$1.58M0.39%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,224$1.58M0.07%+24913F-HR/ATimeline
Berkshire Money Management, Inc.6,200$1.57M0.17%new13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding6,136$1.57M-201Timeline
Royal Fund Management, LLC5,964$1.53M0.17%-6,66013F-HRTimeline
Custos Family Office, LLC6,026$1.53M0.53%+1113F-HRTimeline
Legacy Edge Advisors, LLC5,994$1.53M0.24%-9213F-HRTimeline
Family Manage LLC6,055$1.52M0.25%+94313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,939$1.51M0.01%-48813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd5,823$1.48M0.03%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,826$1.48M0.08%-29913F-HRTimelineGroup
Mathes Company, Inc.5,820$1.48M0.54%013F-HRTimeline
Lloyd Advisory Services, LLC.5,729$1.45M0.69%new13F-HRTimeline
Prossimo Advisors, LLC5,693$1.45M1.05%+4413F-HRTimeline
Smith Anglin Financial, LLC5,673$1.44M0.14%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,652$1.43M0.26%+6513F-HRTimeline
Trivium Point Advisory, LLC5,646$1.43M0.18%+93713F-HRTimeline
Geneva Partners, LLC5,644$1.43M0.58%+21813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,626$1.43M0.14%-73013F-HR/ATimeline
TPG Financial Advisors, LLC5,558$1.41M0.61%-14013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC5,527$1.4M0.53%+34313F-HR/ATimeline
Novak & Powell Financial Services, Inc.5,526$1.4M0.84%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,497$1.39M0.29%+37113F-HRTimeline
Northeast Financial Consultants Inc5,489$1.39M0.06%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,447$1.38M0.04%+613F-HRTimeline
Baldwin Investment Management, LLC5,399$1.37M0.18%-28513F-HRTimeline
Hilltop National Bank5,351$1.36M0.41%+1,12813F-HRTimeline
COZAD ASSET MANAGEMENT INC5,337$1.35M0.13%-513F-HRTimeline
SIMON QUICK ADVISORS, LLC5,335$1.35M0.08%-32813F-HRTimeline
AMERIFLEX GROUP, INC.4,959$1.34M0.61%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,257$1.33M0.11%+23713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,213$1.32M0.36%+24613F-HRTimeline
Sigma Planning Corp5,194$1.32M0.04%-67213F-HRTimeline
Geneos Wealth Management Inc.5,191$1.32M0.05%-17213F-HRTimeline
Wedmont Private Capital5,114$1.31M0.07%+11513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,092$1.29M<0.01%-11913F-HRTimelineGroup
Dentgroup LLC5,045$1.28M0.98%-113F-HRTimeline
1834 INVESTMENT ADVISORS CO5,018$1.27M0.16%+19213F-HRTimeline
Busey Bank4,990$1.27M0.04%013F-HRTimeline
MEMBERS WEALTH LLC4,623$1.27M0.94%13F-HRTimeline
Prospera Financial Services Inc4,965$1.26M0.03%+41913F-HRTimeline
CROBAN4,944$1.25M1.23%13F-HRTimeline
Cornerstone Advisory, LLC4,595$1.25M0.14%+89813F-HRTimeline
Arkadios Wealth Advisors4,933$1.25M0.07%-1913F-HRTimeline
FC Advisory LLC4,931$1.25M0.42%-11613F-HRTimeline
Wood Tarver Financial Group, LLC4,926$1.25M0.42%13F-HRTimeline
Pinnacle Financial Partners Inc4,925$1.25M0.03%+10913F-HRTimeline
Evergreen Wealth Management, LLC4,909$1.25M0.74%+613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,892$1.24M0.01%+20013F-HRTimelineGroup
STEVENS CAPITAL PARTNERS4,852$1.23M0.56%-2013F-HRTimeline
IHT Wealth Management, LLC4,795$1.22M0.04%-32413F-HRTimeline
Rothschild & Co Wealth Management UK Ltd4,787$1.21M0.02%+13513F-HRTimeline
American Institute for Advanced Investm…4,785$1.21M0.91%013F-HRTimeline
Hexagon Capital Partners LLC4,768$1.21M0.22%-21313F-HRTimeline
Belpointe Asset Management LLC5,077$1.21M0.07%+85013F-HRTimeline
Consolidated Portfolio Review Corp4,749$1.21M0.19%-1013F-HRTimeline
Pure Financial Advisors, LLC4,717$1.2M0.03%+80213F-HRTimeline
Topel & Distasi Wealth Management, LLC4,667$1.18M0.51%013F-HRTimeline