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Disclosery

VOT VANGUARD INDEX FDS

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SHS (fund)

973 managers (983 13F filers) reported a position in VOT shares at 2025-03-31, 35,890,581 shares in all. 71 filers opened a position and 68 filers sold out during the quarter.

Managers
973
13F filers
983
New
71
Added
361
Reduced
314
Sold out
68
Shares held by filers
35,890,581

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
MONECO ADVISORS, LLC16,755$4.1M0.42%-11713F-HR/ATimeline
TITLEIST ASSET MANAGEMENT, LLC16,238$3.97M0.46%+46513F-HRTimeline
Ashton Thomas Private Wealth, LLC16,211$3.97M0.15%+10013F-HRTimeline
Financial Engines Advisors L.L.C.15,875$3.88M0.01%-2,17313F-HRTimeline
Ifrah Financial Services, Inc.15,863$3.88M1.11%-98213F-HRTimeline
Integrated Wealth Concepts LLC15,842$3.88M0.05%+63513F-HRTimeline
Shira Ridge Wealth Management15,747$3.85M1.92%+49913F-HRTimeline
Geneos Wealth Management Inc.10,460$3.83M0.06%+5,26913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,547$3.8M0.03%-1,32513F-HR/ATimelineGroup
NWAM LLC15,340$3.75M0.32%-3,60213F-HRTimeline
World Investment Advisors15,146$3.71M0.1%-103,73013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding15,002$3.67M+3,157Timeline
Willis Johnson & Associates, Inc.14,986$3.67M0.28%+2,55513F-HRTimeline
MidAtlantic Capital Management, Inc.14,911$3.65M2.87%+4713F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …14,694$3.59M2.49%-2413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.14,418$3.53M0.27%-14613F-HRTimelineGroup
JPL Wealth Management, LLC14,330$3.51M1%+12413F-HR/ATimeline
Bouvel Investment Partners, LLC14,373$3.5M1.32%+32513F-HRTimeline
Keel Point, LLC14,097$3.45M0.27%+1,26013F-HRTimeline
Manchester Capital Management LLC13,947$3.41M0.42%+1,45413F-HRTimeline
LifePlan Investment Advisors, Inc.13,623$3.33M1.92%-50613F-HRTimeline
Cohen Klingenstein LLC13,565$3.32M0.12%+7513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,560$3.32M0.45%-84613F-HRTimeline
Cresset Asset Management, LLC13,468$3.29M0.02%-8913F-HRTimeline
Baring Financial LLC13,435$3.29M2.76%+2,51113F-HRTimeline
Clearstead Advisors, LLC13,416$3.28M0.05%-39013F-HRTimeline
MSH Capital Advisors LLC13,203$3.23M1%-6513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding12,925$3.16M-370Timeline
Lionshead Wealth Management, LLC12,798$3.13M3.25%-5,18913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,751$3.12M0.07%+68113F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC12,649$3.09M1.66%-17613F-HRTimeline
IFP Advisors, Inc12,513$3.08M0.09%+8,56713F-HRTimeline
Peak Retirement Planning, Inc.12,437$3.04M1.69%+1,68513F-HRTimeline
Mutual Advisors, LLC12,081$2.97M0.09%-17913F-HRTimeline
Ballentine Partners, LLC12,054$2.95M0.05%+213F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…12,035$2.94M0.31%-12313F-HRTimelineGroup
Csenge Advisory Group12,527$2.94M0.17%-6013F-HRTimeline
HRT FINANCIAL LP11,951$2.92M0.02%new13F-HRTimeline
White Lighthouse Investment Management …11,760$2.88M0.51%-70113F-HRTimeline
Checchi Capital Advisers, LLC11,756$2.88M0.2%-19,62213F-HRTimeline
Atria Investments, Inc11,705$2.86M0.04%+3,80213F-HRTimeline
Crestwood Advisors Group, LLC11,699$2.86M0.05%+1,70913F-HRTimeline
BRIGHTON JONES LLC11,506$2.81M0.09%+613F-HRTimeline
SilverOak Wealth Management LLC11,417$2.79M0.6%-12713F-HRTimeline
WealthShield Partners, LLC11,414$2.79M0.36%+46913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC11,358$2.78M0.26%-12813F-HRTimelineGroup
Chicago Partners Investment Group LLC10,846$2.75M0.09%+54913F-HRTimeline
Dynamic Advisor Solutions LLC11,241$2.75M0.09%new13F-HRTimeline
TSFG, LLC11,206$2.74M0.56%-15213F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC11,115$2.72M0.76%+80713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…10,972$2.68M0.2%013F-HRTimeline
SOL Capital Management CO10,807$2.64M0.29%-4013F-HRTimeline
Belpointe Asset Management LLC10,760$2.63M0.14%+5,68313F-HRTimeline
TOWNSQUARE CAPITAL LLC10,747$2.63M0.03%+4,27213F-HRTimeline
Joseph P. Lucia & Associates, LLC10,734$2.63M1.2%+12913F-HRTimeline
Richard P Slaughter Associates Inc10,711$2.62M0.61%-6,15413F-HRTimeline
WEALTH ALLIANCE, LLC10,600$2.59M0.31%+13513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,584$2.59M<0.01%-8713F-HRTimelineGroup
WORLD EQUITY GROUP, INC.10,572$2.59M0.74%+8,25013F-HRTimeline
UMB Bank, n.a.10,571$2.59M0.04%-28713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,473$2.56M0.02%-2913F-HRTimelineGroup
J HAGAN CAPITAL, INC.10,079$2.56M2.08%13F-HRTimeline
Cooksen Wealth, LLC10,801$2.55M2.58%+87513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,283$2.52M0.04%+1,18413F-HRTimelineGroup
Capital Advisors, Ltd. LLC10,282$2.52M0.33%+3313F-HRTimeline
KPP Advisory Services LLC10,241$2.51M0.48%+12913F-HRTimeline
Wedmont Private Capital10,717$2.5M0.13%+5,60313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC10,162$2.48M0.48%-1,79813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,902$2.42M0.06%-1,71713F-HRTimelineGroup
IFG Advisory, LLC9,888$2.42M0.13%+39013F-HRTimeline
CW Advisors, LLC9,811$2.41M0.03%new13F-HRTimeline
CJM Wealth Advisers, Ltd.9,828$2.4M0.85%+79213F-HRTimeline
Kingsview Wealth Management, LLC9,752$2.39M0.04%+1,48013F-HRTimeline
CHOREO, LLC9,747$2.38M0.04%+1,45213F-HRTimeline
PFG Advisors9,649$2.36M0.13%+61113F-HRTimeline
Intergy Private Wealth, LLC9,574$2.34M0.89%+113F-HRTimeline
Sterling Financial Planning, Inc.9,547$2.34M0.85%+37413F-HRTimeline
AE Wealth Management LLC9,543$2.33M0.02%-2,92413F-HRTimeline
My Legacy Advisors, LLC9,538$2.33M0.9%-57913F-HRTimeline
Wealthfront Advisers LLC9,501$2.32M0.01%-55913F-HRTimeline
Fingerlakes Wealth Management, Inc.9,411$2.3M1.96%-25713F-HRTimeline
Prospera Financial Services Inc9,321$2.28M0.05%+4,35613F-HRTimeline
Mustard Seed Financial, LLC9,270$2.27M1.82%+22413F-HRTimeline
Weinberger Asset Management, Inc9,176$2.24M0.96%-48313F-HRTimeline
Magnus Financial Group LLC9,168$2.24M0.22%+1013F-HRTimeline
GC Wealth Management RIA, LLC9,130$2.23M0.41%+47913F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC9,120$2.23M0.27%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,116$2.23M0.15%+5,41613F-HRTimelineGroup
Simmons Bankin group Simmons Bank9,072$2.22M0.17%-51113F-HRTimelineGroup
Werba Rubin Papier Wealth Management9,072$2.22M0.48%+45613F-HRTimeline
Meridian Financial Advisors, LLC8,953$2.19M1.54%-16313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC8,864$2.17M0.3%-13313F-HRTimeline
STUART INVESTMENT ADVISORS, INC.8,822$2.16M1.22%-53313F-HRTimeline
Main Street Financial Solutions, LLC8,776$2.15M0.19%+5,81613F-HRTimeline
ERn Financial, LLC8,661$2.12M0.33%-57513F-HRTimeline
Causey Wealth LLC8,621$2.11M1.18%-11413F-HRTimeline
Wells Trecaso Financial Group, LLC8,543$2.09M0.7%-1013F-HRTimeline
Insight Advisors, LLC/ PA8,520$2.08M0.37%-4013F-HRTimeline
Talon Private Wealth, LLC8,136$1.99M0.27%+1,45013F-HRTimeline
Venture Visionary Partners LLC8,103$1.98M0.08%-17,96013F-HRTimeline
Prime Capital Investment Advisors, LLC8,101$1.98M0.02%+5,54913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,751$1.97M0.04%013F-HRTimelineGroup
Sagace Wealth Management LLC8,025$1.96M1.48%+8613F-HRTimeline
Falcon Wealth Planning7,934$1.94M0.22%+79413F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,915$1.94M0.13%013F-HRTimeline
ProVise Management Group, LLC7,905$1.93M0.16%-21013F-HRTimeline
Visionary Wealth Advisors7,859$1.92M0.12%+11813F-HRTimeline
Fortis Capital Advisors, LLC7,821$1.91M0.39%+4,46113F-HRTimeline
Americana Partners, LLC7,755$1.9M0.07%013F-HRTimeline
Wambolt & Associates, LLC7,694$1.89M0.64%+52013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC7,741$1.89M<0.01%-6613F-HRTimelineGroup
Silver Lake Advisory, LLC7,705$1.88M0.82%+25913F-HRTimeline
HARBOUR INVESTMENTS, INC.7,571$1.85M0.05%+45913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,645$1.85M0.06%new13F-HRTimelineGroup
Marcum Wealth, LLC7,546$1.85M0.16%-5113F-HRTimeline
J.W. COLE ADVISORS, INC.7,504$1.84M0.06%-2,30213F-HRTimeline
LOWERY THOMAS, LLC7,412$1.81M1.24%-17313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,407$1.81M0.13%+6713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,399$1.81M<0.01%+8313F-HRTimelineGroup
Strategic Financial Concepts, LLC7,339$1.8M0.34%+513F-HRTimeline
Asset Allocation & Management Company, …7,329$1.79M0.91%013F-HRTimeline
UPTICK PARTNERS, LLC7,329$1.79M0.61%-813F-HRTimeline
QUADRANT CAPITAL GROUP LLC7,202$1.76M0.07%-2413F-HRTimeline
Joel Isaacson & Co., LLC7,199$1.76M0.08%-8113F-HRTimeline
Fee-Only Financial Planning, L.C.7,155$1.75M1.19%+9513F-HRTimeline
Argent Trust Co7,125$1.74M0.07%013F-HRTimeline
FIRST AMERICAN TRUST, FSB7,053$1.73M0.16%+3,35813F-HRTimeline
MIdWestOne Financial Group, Inc.7,048$1.72M0.24%+7213F-HRTimeline
FAS Wealth Partners, Inc.7,016$1.72M0.14%-30213F-HRTimeline
Safeguard Financial, LLC6,968$1.7M0.37%-52013F-HRTimeline
NORDEN GROUP LLC6,946$1.7M0.2%+3,69613F-HRTimeline
Advisory Services Network, LLC6,941$1.7M0.03%-10,82213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…6,894$1.69M0.18%+2,71313F-HR/ATimelineGroup
B. Riley Wealth Advisors, Inc.6,886$1.68M0.05%-1,11613F-HRTimeline
Community Financial Services Group, LLC6,867$1.68M0.36%-16613F-HRTimeline
Family Manage LLC6,849$1.68M0.28%+79413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management6,759$1.65M0.27%13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,748$1.65M0.01%+80913F-HRTimeline
Center For Asset Management LLC6,687$1.64M1%-2,39713F-HRTimeline
Mascagni Wealth Management, Inc.6,663$1.63M1.62%013F-HR/ATimeline
FIDELIS CAPITAL PARTNERS, LLC6,550$1.61M0.17%-44713F-HRTimeline
Brady Martz Wealth Solutions, LLC6,486$1.59M0.36%013F-HRTimeline
Washington Trust Advisors, Inc.6,474$1.58M0.14%-4613F-HRTimeline
Mainstream Capital Management LLC6,461$1.58M1.25%-16313F-HRTimeline
Orion Porfolio Solutions, LLC6,451$1.58M0.02%-4,70113F-HRTimeline
Orion Portfolio Solutions, LLC6,451$1.58M0.02%-4,70113F-HR/ATimeline
Sand Hill Global Advisors, LLC6,435$1.57M0.06%013F-HRTimeline
Next Capital Management LLC6,430$1.57M0.75%-2,66613F-HRTimeline
Base Wealth Management LLC6,398$1.57M1.19%13F-HRTimeline
MJT & Associates Financial Advisory Gro…6,367$1.56M1.5%13F-HRTimeline
Envision Financial Planning, LLC6,355$1.55M0.79%-37013F-HRTimeline
NorthCoast Asset Management LLC6,299$1.54M0.01%-45813F-HR/ATimeline
Frisch Financial Group, Inc.6,296$1.54M0.43%-75913F-HRTimeline
CITY HOLDING CO6,285$1.54M0.22%-2813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,274$1.53M0.04%-1,75313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV6,260$1.53M0.12%+1,00313F-HRTimeline
Quadrant Private Wealth Management, LLC6,231$1.52M0.38%013F-HRTimeline
Berkshire Money Management, Inc.6,200$1.52M0.17%013F-HRTimeline
OneDigital Investment Advisors LLC6,144$1.5M0.02%-2,84813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,971$1.46M0.06%-25313F-HR/ATimeline
CROBAN5,964$1.46M1.34%+1,02013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,959$1.46M0.01%+1,06713F-HRTimelineGroup
Pinnacle Financial Partners Inc5,940$1.45M0.03%+1,01513F-HRTimeline
Legacy Edge Advisors, LLC5,859$1.43M0.22%-13513F-HRTimeline
Mathes Company, Inc.5,820$1.42M0.58%013F-HRTimeline
Koshinski Asset Management, Inc.5,819$1.42M0.12%+2,08513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,789$1.42M0.29%+29213F-HRTimeline
Sterling Investment Counsel, LLC5,778$1.41M0.48%+1,52413F-HRTimeline
STEVENS CAPITAL PARTNERS5,762$1.41M0.66%+91013F-HRTimeline
Sigma Planning Corp5,699$1.39M0.04%+50513F-HRTimeline
Geneva Partners, LLC5,687$1.39M0.72%+4313F-HRTimeline
Smith Anglin Financial, LLC5,682$1.39M0.15%+913F-HRTimeline
Prossimo Advisors, LLC5,678$1.39M1.04%-1513F-HRTimeline
Royal Fund Management, LLC5,590$1.38M0.16%-37413F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,649$1.38M0.25%-313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,643$1.38M0.08%-18313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC5,574$1.38M0.12%+1,37513F-HRTimeline
AMERIFLEX GROUP, INC.5,613$1.37M0.56%+65413F-HRTimeline
Northeast Financial Consultants Inc5,489$1.34M0.06%013F-HRTimeline
Sierra Capital LLC5,484$1.34M0.16%+3,59113F-HRTimeline
CIBC WORLD MARKET INC.5,463$1.34M<0.01%+1,18013F-HRTimeline
Trivium Point Advisory, LLC5,456$1.33M0.17%-19013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,453$1.33M0.04%+613F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding5,685$1.32M-451Timeline
Novak & Powell Financial Services, Inc.5,355$1.31M0.82%-17113F-HRTimeline
Arkadios Wealth Advisors5,333$1.3M0.05%+40013F-HRTimeline
COZAD ASSET MANAGEMENT INC5,321$1.3M0.13%-1613F-HRTimeline
TPG Financial Advisors, LLC5,197$1.27M0.56%-36113F-HRTimeline
Baldwin Investment Management, LLC5,150$1.26M0.15%-24913F-HRTimeline
IHT Wealth Management, LLC5,069$1.24M0.04%+27413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,032$1.23M0.33%-18113F-HRTimeline
Cornerstone Advisory, LLC4,880$1.23M0.14%+28513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,994$1.22M<0.01%-9813F-HRTimelineGroup
Busey Bank4,990$1.22M0.04%013F-HRTimeline
SIMON QUICK ADVISORS, LLC4,978$1.22M0.07%-35713F-HRTimeline
FC Advisory LLC4,941$1.21M0.41%+1013F-HRTimeline
Wood Tarver Financial Group, LLC4,937$1.21M0.39%+1113F-HRTimeline
MEMBERS WEALTH LLC4,908$1.2M0.91%+28513F-HRTimeline
Smartleaf Asset Management LLC4,885$1.19M0.12%+25513F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC4,861$1.19M0.47%+55913F-HRTimeline