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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
NewSquare Capital LLC737$187K0.01%+72513F-HRTimeline
2UniFi Bank737$187K0.12%13F-HRTimeline
Capital Investment Advisory Services, L…733$186K0.02%-8513F-HRTimeline
Larson Financial Group LLC686$174K0.01%-34413F-HRTimeline
Legacy Bridge, LLC656$166K0.09%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC653$166K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC637$162K0.09%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC615$156K0.07%013F-HRTimeline
LRI Investments, LLC615$156K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…607$154K<0.01%+13213F-HRTimelineGroup
GoalVest Advisory LLC606$154K0.04%-413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC605$153K0.04%+5313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC604$153K0.09%+513F-HRTimeline
Cordant, Inc.604$153K0.08%013F-HRTimeline
Holos Integrated Wealth LLC597$151K0.1%13F-HRTimeline
Parallel Advisors, LLC591$150K<0.01%+8513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp587$149K0.01%-213F-HRTimelineGroup
FLP Wealth Management, LLC557$141K0.36%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.554$141K<0.01%-2613F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.547$139K0.07%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC528$134K0.05%013F-HRTimeline
Synergy Investment Management, LLC514$130K0.06%13F-HRTimeline
Iron Horse Wealth Management, LLC510$129K0.04%-2013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI508$129K0.02%013F-HRTimeline
Orion Capital Management LLC506$128K0.06%new13F-HRTimeline
MONTAG A & ASSOCIATES INC496$126K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.490$124K0.06%13F-HRTimeline
Cordgrass Capital Advisors, LLC484$123K0.04%013F-HRTimeline
FSA Wealth Management LLC483$123K0.05%-1413F-HRTimeline
Quest 10 Wealth Builders, Inc.482$122K0.12%13F-HRTimeline
Olistico Wealth, LLC475$121K0.07%013F-HRTimeline
Stonebridge Financial Group, LLC470$119K0.01%13F-HRTimeline
Crewe Advisors LLC452$115K0.02%013F-HRTimeline
Bangor Savings Bank440$112K0.01%013F-HRTimeline
Rialto Wealth Management, LLC430$109K0.04%13F-HRTimeline
United Community Bankin group United Community Bank423$107K0.04%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC399$102K0.08%013F-HRTimeline
PSI Advisors, LLC400$102K0.03%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.391$99.2K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC386$97.9K0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …384$97.4K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.370$93.9K0.01%013F-HRTimeline
Sandy Spring Bank360$91.3K<0.01%013F-HRTimeline
HM PAYSON & CO355$90.1K<0.01%+31813F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC368$89.6K0.05%13F-HRTimeline
Aptus Capital Advisors, LLC342$86.9K<0.01%+4513F-HRTimeline
TRUST CO OF VERMONT333$84.5K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC330$83.7K0.02%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC326$82.8K0.01%-47513F-HRTimeline
Independence Bank of Kentucky320$81.2K0.01%-8813F-HRTimeline
Coppell Advisory Solutions LLC300$76.5K0.01%-1113F-HRTimeline
Creekmur Asset Management LLC295$74.9K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC295$74.9K0.04%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC293$74.3K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co293$74.3K0.03%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC284$72.1K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…278$70.5K0.02%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …277$70.3K0.02%013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC272$68.9K0.02%-913F-HRTimeline
Bullock Wealth Management Group271$68.7K0.04%-1513F-HRTimeline
Castleview Partners, LLC269$68.5K0.04%013F-HR/ATimeline
Clean Yield Group254$64.5K0.02%013F-HRTimeline
Balentine LLC253$64.2K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…251$63.7K<0.01%+12013F-HR/ATimeline
DiNuzzo Private Wealth, Inc.249$63.2K0.01%013F-HRTimeline
Alexis Investment Partners, LLC239$60.6K0.03%13F-HRTimeline
Venturi Wealth Management, LLC231$58.6K<0.01%013F-HRTimeline
Nordwand Advisors, LLC230$58.4K0.02%013F-HRTimeline
Archer Investment Corp229$58.1K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC225$57.1K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.224$56.8K0.02%013F-HRTimeline
Tortoise Investment Management, LLC219$55.6K0.01%013F-HR/ATimeline
Parkside Financial Bank & Trust213$54.1K0.01%013F-HRTimeline
SBI Securities Co., Ltd.213$54K<0.01%13F-HRTimeline
BARRETT & COMPANY, INC.210$53.3K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…200$50.8K0.04%13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS190$48.2K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC185$47K0.01%-1613F-HRTimeline
TD Waterhouse Canada Inc.185$47K<0.01%013F-HRTimeline
Eukles Asset Management181$45.9K0.02%013F-HRTimeline
Windsor Advisory Group, LLC180$45.7K0.05%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD173$43.9K0.03%+6713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC168$42.6K0.01%-8113F-HRTimeline
Sound Income Strategies, LLC166$42.2K<0.01%+16313F-HRTimeline
Richard W. Paul & Associates, LLC165$41.9K0.02%013F-HRTimeline
Jackson Hole Capital Partners, LLC164$41.6K0.01%013F-HRTimeline
Winch Advisory Services, LLC160$40.6K0.01%+2113F-HRTimeline
Fairman Group, LLC158$40.1K0.03%013F-HRTimeline
Caitlin John, LLC156$39.6K0.03%013F-HRTimeline
Decker Retirement Planning Inc.154$39.1K0.02%13F-HRTimeline
EASTERN BANK151$38.3K<0.01%013F-HRTimeline
Clearstead Trust, LLC150$38.1K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners149$37.9K0.01%-32113F-HRTimelineGroup
Financial Life Planners143$36.3K0.03%13F-HRTimeline
Topsail Wealth Management, LLC138$35K0.01%13F-HRTimeline
Abound Wealth Management136$34.5K0.01%013F-HRTimeline
Beacon Capital Management, LLC129$32.8K<0.01%013F-HRTimeline
Heritage Wealth Advisors129$32.7K<0.01%-20013F-HRTimeline
EPG Wealth Management LLC127$32.2K0.01%013F-HRTimeline
Golden State Wealth Management, LLC123$31.2K<0.01%13F-HRTimeline
McIlrath & Eck, LLC122$31K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.118$30K<0.01%013F-HRTimeline
Roxbury Financial LLC110$29.8K0.03%13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…105$26.6K0.01%013F-HRTimeline
LEE DANNER & BASS INC105$26.6K<0.01%new13F-HRTimeline
GAMMA Investing LLC104$26.4K<0.01%-7413F-HRTimeline
HAZLETT, BURT & WATSON, INC.103$26K0.01%013F-HRTimeline
WPG Advisers, LLC102$25.9K0.02%13F-HRTimeline
PINNEY & SCOFIELD, INC.101$25.7K0.02%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$25.4K<0.01%013F-HRTimeline
Kentucky Trust Co100$25.4K0.01%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.93$25.2K<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC98$24.9K0.01%013F-HRTimeline
WINTRUST INVESTMENTS LLC91$23K0.02%-513F-HRTimeline
Field & Main Bank90$22.8K0.01%013F-HRTimeline
Blue Trust, Inc.82$20.8K<0.01%-17613F-HR/ATimeline
Transcendent Capital Group LLC80$20.3K0.01%+4513F-HRTimeline
Pineridge Advisors LLC80$20.3K0.01%+1113F-HRTimeline
Prestige Wealth Management Group LLC77$19.5K<0.01%013F-HR/ATimeline
Farther Finance Advisors, LLC75$19.1K<0.01%-17213F-HRTimeline
Accredited Wealth Management, LLC72$18.3K0.02%13F-HRTimeline
Van Hulzen Asset Management, LLC71$18K<0.01%new13F-HRTimeline
Legend Financial Advisors, Inc.66$16.7K0.01%013F-HRTimeline
Avalon Trust Co64$16.2K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC60$15.2K0.01%new13F-HRTimeline
Raleigh Capital Management Inc.58$14.7K0.01%-22113F-HRTimeline
Riggs Asset Managment Co. Inc.57$14.6K<0.01%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.57$14.5K0.01%013F-HRTimeline
Paladin Advisory Group, LLC57$14.5K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…56$14.3K<0.01%+1313F-HRTimeline
Bogart Wealth, LLC55$14K<0.01%+1013F-HRTimeline
Pacific Center for Financial Services55$14K<0.01%+713F-HRTimeline
Spectrum Wealth Counsel, LLC53$13.4K<0.01%-8513F-HRTimeline
Davis Capital Management48$12.2K0.01%-2113F-HRTimeline
HOWE & RUSLING INC47$12K<0.01%new13F-HRTimeline
Robinswood Financial LLC47$11.9K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC43$11.8K0.01%-10913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…43$11.8K0.01%-10913F-HRTimelineGroup
Cardinal Strategic Wealth Guidance44$11.2K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.40$10.2K<0.01%013F-HRTimeline
Stephens Consulting, LLC37$9.42K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.34$8.63K<0.01%013F-HRTimeline
Mendota Financial Group, LLC34$8.63K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…31$7.87K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC30$7.61K<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC28$7.11K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC25$6.34K<0.01%013F-HRTimelineGroup
POM Investment Strategies, LLC22$5.58K<0.01%new13F-HRTimeline
EnRich Financial Partners LLC21$5.33K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC19$4.82K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC17$4.31K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners19$4K<0.01%013F-HRTimeline
Main Street Group, LTD15$3.81K<0.01%013F-HRTimeline
NVWM, LLC15$3.81K<0.01%013F-HRTimeline
Richardson Capital Management LLC14$3.55K<0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/13$3.3K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC10$2.63K<0.01%013F-HRTimeline
GeoWealth Management, LLC10$2.54K<0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC10$2.54K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC7$1.78K<0.01%new13F-HRTimeline
Register Financial Advisors LLC6$1.52K<0.01%013F-HRTimeline
CAPITAL & PLANNING, LLC6$1.52K<0.01%13F-HRTimeline
Central Pacific Bank - Trust Division5$1.27K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.5$1.27K<0.01%13F-HRTimeline
Gould Capital, LLC4$1.01K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.4$1.01K<0.01%13F-HR/ATimeline
Avion Wealth5$1K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC2$1K<0.01%013F-HRTimeline
Signature Resources Capital Management,…0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Keener Financial Planning LLC3$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Legacy Financial Group LLC3,410$865Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.