Skip to content
Disclosery

VOT VANGUARD INDEX FDS

Follow

SHS (fund)

1,005 managers (1,016 13F filers) reported a position in VOT shares at 2025-06-30, 35,360,608 shares in all. 86 filers opened a position and 56 filers sold out during the quarter.

Managers
1,005
13F filers
1,016
New
86
Added
326
Reduced
331
Sold out
56
Shares held by filers
35,360,608

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TITLEIST ASSET MANAGEMENT, LLC16,280$4.63M0.46%+4213F-HRTimeline
Willis Johnson & Associates, Inc.16,261$4.62M0.31%+1,27513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC16,201$4.61M0.03%+65413F-HR/ATimelineGroup
MONECO ADVISORS, LLC16,188$4.6M0.43%-56713F-HRTimeline
Ausdal Financial Partners, Inc.16,073$4.57M0.3%-87013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,001$4.55M<0.01%-1,72813F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC15,948$4.54M1.61%-2,21713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,845$4.5M0.02%-99413F-HRTimelineGroup
Shira Ridge Wealth Management15,824$4.5M2.06%+7713F-HRTimeline
Ifrah Financial Services, Inc.15,589$4.43M1.21%-27413F-HRTimeline
Q3 Asset Management15,151$4.31M1.52%-25,26713F-HRTimeline
Integrated Wealth Concepts LLC15,075$4.29M0.04%-76713F-HRTimeline
MidAtlantic Capital Management, Inc.14,951$4.25M3.02%+4013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding14,823$4.22M-179Timeline
JPL Wealth Management, LLC14,402$4.1M1.11%+7213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.14,170$4.03M0.29%-24813F-HRTimelineGroup
Keel Point, LLC14,169$4.03M0.27%+7213F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …14,119$4.02M2.47%-57513F-HRTimeline
J.W. COLE ADVISORS, INC.14,111$4.01M0.09%+6,60713F-HRTimeline
Baring Financial LLC14,103$4.01M3%+66813F-HRTimeline
rebel Financial LLC13,577$3.87M1.76%13F-HRTimeline
Cohen Klingenstein LLC13,565$3.86M0.13%013F-HRTimeline
LifePlan Investment Advisors, Inc.13,479$3.83M1.9%-14413F-HRTimeline
Atria Investments, Inc13,382$3.81M0.04%+1,67713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,276$3.78M0.08%+52513F-HRTimelineGroup
Clearstead Advisors, LLC13,229$3.76M0.05%-18713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,114$3.73M0.47%-44613F-HRTimeline
Vestmark Advisory Solutions, Inc.13,067$3.72M0.05%new13F-HRTimeline
MSH Capital Advisors LLC12,902$3.67M1.06%-30113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding12,803$3.64M-122Timeline
STEPH & CO12,652$3.6M1.17%+8,37613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC12,606$3.59M1.85%-4313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,505$3.56M0.08%+2,60313F-HRTimelineGroup
Mutual Advisors, LLC12,114$3.55M0.09%+3313F-HRTimeline
White Lighthouse Investment Management …12,432$3.54M0.58%+67213F-HRTimeline
CW Advisors, LLC12,276$3.49M0.03%+2,46513F-HRTimeline
SageView Advisory Group, LLC11,819$3.46M0.13%-6,12713F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC11,973$3.41M0.85%+85813F-HRTimeline
Ballentine Partners, LLC11,904$3.39M0.05%-15013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…11,849$3.37M0.31%-18613F-HRTimelineGroup
Cresset Asset Management, LLC11,706$3.33M0.02%-1,76213F-HR/ATimeline
BRIGHTON JONES LLC11,602$3.3M0.09%+9613F-HRTimeline
CHURCHILL MANAGEMENT Corp11,590$3.3M0.04%new13F-HRTimeline
WEALTH ALLIANCE, LLC11,527$3.28M0.37%+92713F-HRTimeline
Crestwood Advisors Group, LLC11,455$3.26M0.06%-24413F-HRTimeline
Wedmont Private Capital11,308$3.24M0.14%+59113F-HRTimeline
SilverOak Wealth Management LLC11,300$3.21M0.6%-11713F-HRTimeline
Dynamic Advisor Solutions LLC11,264$3.2M0.1%+2313F-HRTimeline
Chicago Partners Investment Group LLC10,866$3.15M0.09%+2013F-HRTimeline
Sterling Financial Planning, Inc.11,023$3.13M1.05%+1,47613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…10,972$3.12M0.22%013F-HRTimeline
WealthShield Partners, LLC10,928$3.11M0.38%-48613F-HRTimeline
SOL Capital Management CO10,807$3.07M0.3%013F-HRTimeline
Joseph P. Lucia & Associates, LLC10,743$3.06M1.25%+913F-HRTimeline
TSFG, LLC10,736$3.05M0.55%-47013F-HRTimeline
Sound Income Strategies, LLC10,539$3M0.17%+6,77713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC10,408$2.96M0.47%+24613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,402$2.96M<0.01%-18213F-HRTimelineGroup
Capital Advisors, Ltd. LLC10,303$2.93M0.36%+2113F-HRTimeline
KPP Advisory Services LLC10,241$2.91M0.48%013F-HR/ATimeline
IFG Advisory, LLC10,205$2.9M0.15%+31713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,200$2.9M<0.01%+7,90013F-HRTimeline
Cooksen Wealth, LLC10,176$2.89M2.33%-62513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,101$2.87M0.05%+2,35013F-HRTimelineGroup
Mustard Seed Financial, LLC10,058$2.86M2.06%+78813F-HRTimeline
CHOREO, LLC9,993$2.85M0.04%+24613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,989$2.84M0.04%-29413F-HRTimelineGroup
UMB Bank, n.a.9,906$2.82M0.04%-66513F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,714$2.76M0.02%-75913F-HRTimelineGroup
TME FINANCIAL, INC.9,667$2.75M2.22%+8,77113F-HRTimeline
CJM Wealth Advisers, Ltd.9,614$2.73M0.91%-21413F-HRTimeline
Intergy Private Wealth, LLC9,564$2.72M0.93%-1013F-HRTimeline
Prospera Financial Services Inc9,518$2.71M0.05%+19713F-HRTimeline
DAVENPORT & Co LLC9,481$2.7M0.01%+6,03913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,461$2.69M0.18%+7,43413F-HR/ATimeline
Fingerlakes Wealth Management, Inc.9,427$2.68M2%+1613F-HRTimeline
Tower View Wealth Management LLC9,409$2.68M1.39%new13F-HRTimeline
Werba Rubin Papier Wealth Management9,388$2.67M0.5%+31613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC9,229$2.63M0.24%-2,12913F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC9,221$2.62M0.35%+35713F-HRTimeline
Wealthfront Advisers LLC9,204$2.62M0.01%-29713F-HRTimeline
Kingsview Wealth Management, LLC9,192$2.61M0.04%-56013F-HRTimeline
Magnus Financial Group LLC9,119$2.59M0.23%-4913F-HRTimeline
Weinberger Asset Management, Inc9,098$2.59M1%-7813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC9,042$2.57M0.29%-7813F-HRTimeline
Meridian Financial Advisors, LLC8,988$2.56M1.65%+3513F-HRTimeline
GC Wealth Management RIA, LLC8,964$2.55M0.21%-16613F-HRTimeline
Talon Private Wealth, LLC8,918$2.54M0.35%+78213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…8,755$2.49M0.26%+1,86113F-HR/ATimelineGroup
Main Street Financial Solutions, LLC8,736$2.48M0.18%-4013F-HRTimeline
STUART INVESTMENT ADVISORS, INC.8,692$2.47M1.27%-13013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,661$2.46M0.06%+1,09013F-HRTimeline
ERn Financial, LLC8,540$2.43M0.51%-12113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,389$2.42M0.22%+1,83913F-HRTimeline
Insight Advisors, LLC/ PA8,481$2.41M0.39%-3913F-HRTimeline
Wells Trecaso Financial Group, LLC8,480$2.41M0.74%-6313F-HRTimeline
Venture Visionary Partners LLC8,445$2.4M0.09%+34213F-HRTimeline
Causey Wealth LLC8,440$2.4M1.23%-18113F-HRTimeline
Simmons Bankin group Simmons Bank8,244$2.34M0.17%-82813F-HRTimelineGroup
Visionary Wealth Advisors8,141$2.32M0.12%+28213F-HRTimeline
Ashton Thomas Private Wealth, LLC7,975$2.27M0.08%-8,23613F-HRTimeline
Center For Asset Management LLC8,866$2.26M1.39%+2,17913F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,915$2.25M0.13%013F-HRTimeline
ProVise Management Group, LLC7,915$2.25M0.18%+1013F-HRTimeline
My Legacy Advisors, LLC7,867$2.25M0.8%-1,67113F-HRTimeline
Americana Partners, LLC7,755$2.21M0.08%013F-HRTimeline
Geneos Wealth Management Inc.7,751$2.2M0.05%-2,70913F-HRTimeline
GTS SECURITIES LLC7,742$2.2M0.1%+5,10513F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC7,741$2.2M<0.01%013F-HRTimelineGroup
Sovran Advisors, LLC7,693$2.19M0.23%+3,07313F-HRTimeline
Joel Isaacson & Co., LLC7,568$2.15M0.09%+36913F-HRTimeline
Advisory Services Network, LLC7,354$2.14M0.03%+41313F-HRTimeline
Wambolt & Associates, LLC7,511$2.13M0.72%-18313F-HRTimeline
Owen LaRue, LLC7,459$2.12M0.9%+4,51413F-HRTimeline
Silver Lake Advisory, LLC7,449$2.12M0.9%-25613F-HRTimeline
Richard P Slaughter Associates Inc7,381$2.1M0.43%-3,33013F-HRTimeline
UPTICK PARTNERS, LLC7,374$2.1M0.6%+4513F-HRTimeline
Base Wealth Management LLC7,345$2.09M1.34%+94713F-HRTimeline
Asset Allocation & Management Company, …7,329$2.08M0.96%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,312$2.08M<0.01%-8713F-HRTimelineGroup
STEVENS CAPITAL PARTNERS7,169$2.07M0.74%+1,40713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,242$2.06M0.14%-16513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV7,176$2.04M0.15%+91613F-HRTimeline
Fee-Only Financial Planning, L.C.7,150$2.03M1.26%-513F-HRTimeline
LOWERY THOMAS, LLC7,097$2.02M1.29%-31513F-HRTimeline
QUADRANT CAPITAL GROUP LLC7,023$2M0.07%-17913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,017$2M0.01%+26913F-HRTimeline
FAS Wealth Partners, Inc.6,980$1.98M0.15%-3613F-HRTimeline
Pinnacle Financial Partners Inc6,975$1.98M0.04%+1,03513F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management6,952$1.98M0.3%+19313F-HRTimelineGroup
Fortis Capital Advisors, LLC6,881$1.96M0.35%-94013F-HRTimeline
Leading Edge Financial Planning LLC6,853$1.95M0.54%new13F-HRTimeline
Institute for Wealth Management, LLC.6,796$1.93M0.22%+2,36813F-HRTimeline
Plante Moran Financial Advisors, LLC6,787$1.93M0.14%+5,03813F-HRTimeline
Sand Hill Global Advisors, LLC6,691$1.9M0.07%+25613F-HRTimeline
Washington Trust Advisors, Inc.6,675$1.9M0.15%+20113F-HRTimeline
AE Wealth Management LLC6,647$1.89M0.01%-2,89613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,611$1.88M0.01%+65213F-HRTimelineGroup
Mascagni Wealth Management, Inc.6,542$1.86M1.58%-12113F-HRTimeline
J HAGAN CAPITAL, INC.6,389$1.84M1.24%-3,69013F-HRTimeline
Mainstream Capital Management LLC6,431$1.83M1.33%-3013F-HRTimeline
Next Capital Management LLC6,430$1.83M0.68%013F-HRTimeline
Quadrant Private Wealth Management, LLC6,416$1.83M0.38%+18513F-HRTimeline
FIRST AMERICAN TRUST, FSB6,371$1.81M0.14%-68213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,363$1.81M<0.01%-26,15613F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…6,360$1.81M2.24%-713F-HR/ATimeline
Envision Financial Planning, LLC6,354$1.81M0.85%-113F-HRTimeline
MIdWestOne Financial Group, Inc.6,335$1.8M0.23%-71313F-HRTimeline
Family Manage LLC6,282$1.79M0.27%-56713F-HRTimeline
Argent Trust Co6,275$1.78M0.07%-85013F-HRTimeline
Falcon Wealth Planning6,248$1.78M0.18%-1,68613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,239$1.77M0.33%+45013F-HRTimeline
CROBAN6,235$1.77M1.51%+27113F-HRTimeline
Frisch Financial Group, Inc.6,202$1.77M0.43%-9413F-HRTimeline
Berkshire Money Management, Inc.6,200$1.76M0.19%013F-HRTimeline
Brady Martz Wealth Solutions, LLC6,162$1.75M0.34%-32413F-HRTimeline
Csenge Advisory Group6,513$1.75M0.09%-6,01413F-HRTimeline
Sigma Planning Corp6,123$1.74M0.05%+42413F-HRTimeline
CITY HOLDING CO6,100$1.73M0.23%-18513F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC6,001$1.71M0.59%+1,14013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,960$1.7M0.06%-1113F-HRTimeline
WORLD EQUITY GROUP, INC.5,946$1.69M0.46%-4,62613F-HRTimeline
Busey Bank5,844$1.66M0.05%+85413F-HRTimeline
Mathes Company, Inc.5,820$1.66M0.61%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,781$1.64M0.04%-49313F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC5,775$1.64M0.27%+12613F-HRTimeline
Community Financial Services Group, LLC5,759$1.64M0.33%-1,10813F-HRTimeline
Arkadios Wealth Advisors5,758$1.64M0.05%+42513F-HRTimeline
OneDigital Investment Advisors LLC5,744$1.63M0.02%-40013F-HRTimeline
Geneva Partners, LLC5,709$1.62M0.64%+2213F-HRTimeline
Smith Anglin Financial, LLC5,682$1.62M0.15%013F-HRTimeline
NorthCoast Asset Management LLC5,654$1.61M0.01%-64513F-HRTimeline
CIBC WORLD MARKET INC.5,617$1.6M<0.01%+15413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,613$1.6M<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.5,698$1.6M0.84%+8513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding5,545$1.58M-140Timeline
Net Worth Advisory Group5,526$1.57M0.35%+3,46913F-HRTimeline
Hilltop National Bank5,492$1.56M0.41%13F-HRTimeline
Northeast Financial Consultants Inc5,489$1.56M0.06%013F-HRTimeline
Lionshead Wealth Management, LLC5,395$1.54M1.42%-7,40313F-HRTimeline
Wescott Financial Advisory Group, LLC5,398$1.54M0.15%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC5,340$1.52M0.13%+1913F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,338$1.52M0.07%-30513F-HRTimelineGroup
IHT Wealth Management, LLC5,324$1.51M0.04%+25513F-HRTimeline
Williams Jones Wealth Management, LLC.5,320$1.51M0.02%+3,18013F-HRTimeline
Royal Fund Management, LLC5,282$1.51M0.16%-30813F-HRTimeline
LifeWealth Investments, LLC5,225$1.49M0.54%+1,19713F-HR/ATimeline
SUMMIT WEALTH GROUP LLC / CO5,206$1.48M0.37%13F-HRTimeline
Legacy Edge Advisors, LLC5,181$1.47M0.2%-67813F-HRTimeline
Orion Porfolio Solutions, LLC5,178$1.47M0.01%-1,27313F-HR/ATimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,168$1.47M0.04%-28513F-HRTimeline
Baldwin Investment Management, LLC5,150$1.46M0.18%013F-HRTimeline
BANK OF HAWAII5,117$1.46M0.08%+54313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,028$1.43M0.01%+3413F-HRTimelineGroup
FC Advisory LLC5,021$1.43M0.44%+8013F-HRTimeline
LeConte Wealth Management, LLC5,001$1.42M0.96%+39913F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.4,943$1.41M0.58%-33,20413F-HRTimeline
Wood Tarver Financial Group, LLC4,940$1.4M0.42%+313F-HRTimeline
Cornerstone Advisory, LLC4,918$1.4M0.15%+3813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,915$1.4M0.1%-4,20113F-HRTimelineGroup