Skip to content
Disclosery

VOT VANGUARD INDEX FDS

Follow

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
Dentgroup LLC4,853$1.19M0.89%-19213F-HRTimeline
Evergreen Wealth Management, LLC4,793$1.17M0.7%-11613F-HRTimeline
American Institute for Advanced Investm…4,785$1.17M0.89%013F-HRTimeline
Hexagon Capital Partners LLC4,689$1.15M0.22%-7913F-HRTimeline
Consolidated Portfolio Review Corp4,670$1.14M0.18%-7913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,644$1.14M0.11%-98213F-HR/ATimeline
Pure Financial Advisors, LLC4,635$1.13M0.02%-8213F-HRTimeline
Custos Family Office, LLC4,635$1.13M0.4%-1,39113F-HRTimeline
LeConte Wealth Management, LLC4,602$1.13M0.72%13F-HRTimeline
BANK OF HAWAII4,574$1.12M0.06%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,489$1.1M<0.01%+18213F-HRTimeline
Michels Family Financial, LLC4,479$1.1M0.99%+9313F-HRTimeline
Fairscale Capital, LLC4,478$1.1M0.99%-9913F-HRTimeline
1834 INVESTMENT ADVISORS CO4,449$1.09M0.14%-56913F-HRTimeline
Financial Advocates Investment Manageme…4,449$1.09M0.08%-5,47413F-HRTimeline
Sovran Advisors, LLC4,620$1.08M0.14%+26813F-HRTimeline
Institute for Wealth Management, LLC.4,428$1.08M0.14%+2,74713F-HRTimeline
Graypoint LLC4,344$1.06M0.07%+1,83813F-HRTimeline
STEPH & CO4,276$1.05M0.38%-813F-HRTimeline
Nalls Sherbakoff Group, LLC4,186$1.02M0.83%13F-HRTimeline
Composition Wealth, LLC4,186$1.02M0.02%+13613F-HRTimeline
GPS Wealth Strategies Group, LLC4,178$1.02M0.14%-12513F-HRTimeline
Western Wealth Management, LLC4,171$1.02M0.07%-3613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,019$1.01M+565Timeline
WARNER FINANCIAL, INC4,099$1M0.44%+10113F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,073$996K0.07%-4,24113F-HRTimeline
Integrated Investment Consultants, LLC4,067$995K0.2%013F-HR/ATimeline
Segment Wealth Management, LLC4,030$986K0.07%-3,35013F-HRTimeline
LifeWealth Investments, LLC4,028$985K0.47%new13F-HR/ATimeline
Heartwood Wealth Advisors LLC4,005$980K0.11%-113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,999$978K0.01%+71513F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC3,990$976K0.39%-1,53713F-HRTimeline
BEACON FINANCIAL PLANNING, INC3,990$976K0.56%+613F-HRTimeline
Nemes Rush Group LLC3,958$968K0.12%013F-HRTimeline
MGO ONE SEVEN LLC3,914$958K0.04%-32213F-HRTimeline
Smithfield Trust Co3,906$956K0.05%-10913F-HRTimeline
Greenhouse Wealth Management, LLC3,888$951K0.71%-413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,877$948K0.24%-11813F-HRTimelineGroup
Rothschild & Co Wealth Management UK Ltd3,875$948K0.02%-91213F-HRTimeline
JNBA Financial Advisors3,844$940K0.1%013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC3,838$939K0.26%-22713F-HRTimeline
Clearwater Capital Advisors, LLC3,831$937K0.09%-6713F-HRTimeline
Finward Bancorp3,815$933K0.81%-2513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,058$931K0.49%-27713F-HRTimeline
Sound Income Strategies, LLC3,762$920K0.05%+3,59613F-HRTimeline
XML Financial, LLC3,758$919K0.09%+79713F-HRTimeline
BKM Wealth Management, LLC3,753$918K0.38%+26113F-HRTimeline
Freedom Investment Management, Inc.3,742$915K0.08%+64113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,667$897K0.06%13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC3,651$893K0.07%013F-HRTimeline
Washington Trust Bank3,608$883K0.09%+13413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
St. Louis Trust Co3,597$880K0.13%013F-HRTimeline
Topel & Distasi Wealth Management, LLC3,585$877K0.41%-1,08213F-HRTimeline
SC&H Financial Advisors, Inc.3,571$874K0.17%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,556$870K0.04%-47013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,542$867K0.03%-7213F-HRTimelineGroup
Cornerstone Wealth Management, LLC3,522$862K0.06%-12913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,511$859K0.03%-10013F-HRTimeline
OAKWORTH CAPITAL, INC.3,475$850K0.06%013F-HRTimeline
Whitegate Investment Counselors, Inc.3,460$847K0.3%+33113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,459$846K0.32%+64413F-HRTimeline
Plancorp, LLC3,445$843K0.03%+3013F-HRTimeline
DAVENPORT & Co LLC3,442$842K<0.01%-7513F-HRTimeline
Carnegie Investment Counsel3,808$840K0.02%+37613F-HRTimeline
Legacy Financial Group LLC3,410$834K0.13%013F-HRTimeline
MOLLER WEALTH PARTNERS3,406$833K0.21%+1,52613F-HRTimeline
FDx Advisors, Inc.3,338$817K0.27%-6913F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION3,328$814K0.08%013F-HRTimeline
IEQ CAPITAL, LLC3,302$808K0.01%013F-HRTimeline
Sowell Financial Services LLC3,302$808K0.04%new13F-HRTimeline
Sequoia Financial Advisors, LLC3,289$805K0.01%-28413F-HRTimeline
FFT WEALTH MANAGEMENT LLC3,287$804K0.17%new13F-HRTimeline
PKS Advisory Services, LLC3,279$802K0.22%+13613F-HRTimeline
Tudor Financial Inc.3,228$790K0.47%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,181$778K<0.01%+15013F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC3,170$776K0.04%013F-HRTimelineGroup
Sepio Capital, LP3,152$771K0.06%013F-HRTimeline
Wick Capital Partners, LLC3,152$771K0.23%-9713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,133$766K0.02%+113F-HRTimeline
Burns Matteson Capital Management, LLC3,119$763K0.41%+5613F-HRTimeline
Certified Advisory Corp3,117$763K0.09%+3513F-HRTimeline
Strategic Financial Partners, Ltd.3,088$756K0.4%-3413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,080$753K0.14%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.3,061$749K<0.01%+5013F-HRTimeline
Gryphon Financial Partners LLC3,052$747K0.11%-1513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,042$744K0.28%+46413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,038$743K0.02%013F-HRTimelineGroup
Paulson Wealth Management Inc.3,036$743K0.21%-68613F-HRTimeline
Modera Wealth Management, LLC2,983$730K0.01%-30513F-HRTimeline
WRAPMANAGER INC2,981$729K0.19%-1313F-HRTimeline
Wealth Preservation Advisors, LLC2,962$725K0.52%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,960$724K0.04%013F-HRTimelineGroup
Owen LaRue, LLC2,945$720K0.36%-513F-HRTimeline
Ridgewood Investments LLC2,940$719K0.34%-33213F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,912$712K0.07%+1313F-HRTimeline
GWN SECURITIES INC.2,834$712K0.04%+1,83213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,893$708K<0.01%013F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,890$707K0.04%+75013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,880$704K<0.01%+11113F-HRTimelineGroup
Valeo Financial Advisors, LLC2,874$703K0.02%-35813F-HRTimeline
First PREMIER Bank2,861$700K0.18%+1,56013F-HRTimeline
McNamara Financial Services, Inc.2,839$695K0.15%-18213F-HRTimeline
WESBANCO BANK INC2,835$694K0.02%+13913F-HRTimeline
Founders Financial Alliance, LLC2,833$693K0.17%+14713F-HRTimeline
Waterfront Wealth Inc.2,831$693K0.17%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,812$688K0.01%-5,77513F-HRTimelineGroup
Ironwood Financial, llc2,805$686K0.15%+46113F-HRTimeline
Independent Wealth Network Inc.2,796$684K0.27%-9513F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,788$682K0.02%new13F-HRTimeline
AVISO WEALTH MANAGEMENT2,777$679K0.36%-18113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,767$677K0.05%013F-HRTimeline
Bridgewater Advisors Inc.2,676$665K0.06%new13F-HRTimeline
Bernardo Wealth Planning LLC2,720$665K0.16%013F-HR/ATimeline
Revolve Wealth Partners, LLC2,696$659K0.1%013F-HRTimeline
Enclave Advisors LLC2,656$650K0.11%013F-HRTimeline
Accel Wealth Management2,650$648K0.23%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,641$646K0.02%-88413F-HRTimelineGroup
GTS SECURITIES LLC2,637$645K0.03%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,721$642K0.25%-16913F-HRTimeline
Cahill Wealth Management, LLC2,620$641K0.33%+313F-HRTimeline
Verdence Capital Advisors LLC2,602$636K0.05%-92813F-HRTimeline
Arete Wealth Advisors, LLC2,586$633K0.05%+42413F-HRTimeline
HORIZON BANCORP INC /IN/2,574$630K0.36%+1,24413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,544$622K<0.01%+12913F-HRTimeline
Pinnacle Bancorp, Inc.2,522$617K0.2%+22013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,521$617K0.03%-6413F-HRTimeline
Patriot Financial Group Insurance Agenc…2,511$614K0.08%+11313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,504$613K0.06%-16113F-HR/ATimeline
Strategic Financial Services, Inc.2,485$608K0.04%+12313F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,482$607K0.01%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC2,480$607K0.16%-14013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA2,474$605K0.17%+48813F-HRTimeline
Rehmann Capital Advisory Group2,470$604K0.04%+32413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,460$602K<0.01%-78513F-HRTimeline
BCS Wealth Management2,447$599K0.15%013F-HRTimeline
Pinion Investment Advisors, LLC2,447$599K0.13%-9813F-HRTimeline
Resurgent Financial Advisors LLC2,437$596K0.36%-1913F-HRTimeline
RFG Advisory, LLC2,416$591K0.02%+8213F-HRTimeline
ASPIRIANT, LLC2,398$587K0.02%+57013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,390$585K0.17%+24213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,388$584K0.01%+15213F-HRTimeline
Evolution Advisers, Inc.2,389$584K0.31%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,377$581K0.03%+32513F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,362$578K<0.01%+613F-HRTimelineGroup
Tyche Wealth Partners LLC2,309$565K0.12%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,300$563K<0.01%-8,10013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,292$561K0.06%new13F-HRTimelineGroup
Lane & Associates LLC2,273$556K0.3%-9913F-HRTimeline
Mill Creek Capital Advisors, LLC2,259$553K0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,226$545K0.04%-1913F-HRTimeline
Keystone Financial Services, LLC2,207$540K0.46%+47613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,202$539K0.01%013F-HRTimeline
L. Roy Papp & Associates, LLP2,191$536K0.07%013F-HRTimeline
EWA, LLC2,184$534K0.2%-1913F-HRTimeline
SteelPeak Wealth, LLC2,176$532K0.02%+15513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,171$531K0.4%+32513F-HRTimeline
Milestone Investment Advisors LLC2,145$525K0.15%-3713F-HRTimeline
Williams Jones Wealth Management, LLC.2,140$524K0.01%+10913F-HRTimeline
Petix & Botte Co2,136$523K0.14%013F-HRTimeline
Advisor Resource Council2,134$522K0.04%new13F-HRTimeline
Gladstone Institutional Advisory LLC2,132$522K0.02%-17913F-HRTimeline
One Capital Management, LLC2,132$522K0.02%-19013F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,129$521K<0.01%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,126$520K0.01%-28113F-HRTimeline
CENTAURUS FINANCIAL, INC.2,122$519K0.03%+15913F-HRTimeline
Ledyard National Bank2,112$517K0.05%-16013F-HRTimeline
Powell Investment Advisors, LLC2,109$516K0.25%013F-HRTimeline
Moloney Securities Asset Management, LLC2,104$515K0.07%013F-HRTimeline
Mesirow Financial Investment Management…2,103$514K0.01%+313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,099$513K<0.01%013F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC2,098$513K0.07%013F-HRTimeline
WP Advisors, LLC2,097$513K0.17%+413F-HRTimeline
Reynders McVeigh Capital Management, LLC2,084$510K0.03%-13013F-HRTimeline
Clear Harbor Asset Management, LLC2,084$510K0.04%+113F-HRTimeline
Legacy Capital Wealth Partners, LLC2,083$510K0.13%+3613F-HRTimeline
Goelzer Investment Management, Inc.2,077$508K0.03%-3713F-HR/ATimeline
F/m Investments LLC2,062$504K0.02%013F-HRTimeline
Net Worth Advisory Group2,057$503K0.16%+12113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,027$499K0.04%-6,55013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,039$499K0.05%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC2,030$497K0.1%013F-HRTimeline
Friday Financial1,987$495K0.3%013F-HRTimeline
NorthRock Partners, LLC2,007$491K0.02%+4013F-HRTimeline
Medallion Wealth Advisors, LLC1,978$490K0.22%-17713F-HRTimeline
Advus Financial Partners, LLC1,995$488K0.21%013F-HR/ATimeline
DAVIS R M INC1,984$485K0.01%-3813F-HRTimeline
DDFG, Inc1,982$485K0.13%-913F-HRTimeline
Caliber Wealth Management, LLC / KS1,977$484K0.07%13F-HRTimeline
Anchor Investment Management, LLC1,966$481K0.04%+9013F-HRTimeline
N.E.W. Advisory Services LLC1,963$480K0.04%+22613F-HRTimeline
WILLNER & HELLER, LLC1,963$480K0.44%-813F-HRTimeline
Portside Wealth Group, LLC1,945$476K0.08%+1,01513F-HR/ATimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,941$475K0.18%013F-HRTimeline
Financial Freedom, LLC1,934$473K0.27%-1,13613F-HRTimeline
Morton Brown Family Wealth, LLC1,931$472K0.16%-41013F-HRTimeline
Signal Advisors Wealth, LLC1,920$470K0.05%+83413F-HRTimeline
Trilogy Capital Inc.1,919$470K0.02%013F-HRTimeline
HUB Investment Partners, LLC1,914$468K0.02%013F-HRTimeline
Farther Finance Advisors, LLC1,893$466K0.01%+1,81813F-HRTimeline
Vertex Planning Partners, LLC1,896$464K0.1%-11713F-HRTimeline