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Disclosery

VTHR VANGUARD SCOTTSDALE FDS

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VNG RUS3000IDX (fund)

192 managers (192 13F filers) reported a position in VTHR shares at 2024-12-31, 4,047,334 shares in all. 22 filers opened a position and 5 filers sold out during the quarter.

Managers
192
13F filers
192
New
22
Added
59
Reduced
50
Sold out
5
Shares held by filers
4,047,334

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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC627,146$163M0.04%+2,76813F-HRTimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP460,247$120M3.85%new13F-HRTimelineGroup
Cliffwater LLC262,086$68.1M16.66%+61,41413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth227,514$59.1M0.15%+12,36513F-HR/ATimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers213,306$55.4M0.1%+55,13713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY177,554$46.1M<0.01%+28,89113F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC142,746$37.1M0.13%+6,76713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC133,865$34.7M0.08%-40213F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES97,320$25.3M9.58%new13F-HRTimeline
HighTower Advisors, LLC94,327$24.5M0.03%-46113F-HRTimeline
LPL Financial LLC84,118$21.8M0.01%-1,19013F-HRTimeline
DIVERSIFIED TRUST CO84,077$21.8M0.53%-4,25513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/80,239$20.8M<0.01%+19,76013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,157$19M0.01%13F-HR/ATimelineGroup
Diversified Portfolios, Inc.52,058$13.5M1.47%-12913F-HRTimeline
UBS Group AGin group UBS Group AG50,055$13M<0.01%+12,43513F-HRTimelineGroup
Private Advisor Group, LLC45,986$11.9M0.07%-8813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45,584$11.8M<0.01%-1,05913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK40,587$10.5M0.06%+1,58013F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC40,516$10.5M5.22%13F-HRTimeline
Family Firm, Inc.40,137$10.4M2.32%+59213F-HRTimeline
Wealthstream Advisors, Inc.33,905$8.81M1.63%-1,63713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,704$8.49M<0.01%+2,38813F-HRTimelineGroup
Linscomb Wealth, Inc.30,059$7.81M0.39%-82613F-HRTimeline
Christopher J. Hasenberg, Inc28,909$7.51M3.03%+1,01313F-HRTimeline
PITCAIRN COin group PITCAIRN CO28,185$7.32M0.43%-2,16613F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC27,912$7.25M0.01%-4113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC27,401$7.12M0.01%+16,09813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC26,673$6.93M0.01%-4,05013F-HRTimelineGroup
CWM, LLCin group CWM, LLC26,586$6.91M0.03%+17,89313F-HRTimelineGroup
Cetera Investment Advisers24,935$6.48M0.01%-1,00313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,306$5.79M<0.01%+10,67813F-HRTimelineGroup
Gotham Asset Management, LLC21,733$5.64M0.05%+4,06613F-HRTimeline
IEQ CAPITAL, LLC21,177$5.5M0.05%+413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA21,100$5.48M0.03%013F-HRTimelineGroup
ADIRONDACK TRUST CO18,286$4.75M1.81%+3,98413F-HRTimeline
Cambridge Investment Research Advisors,…17,721$4.6M0.02%-50913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,321$4.5M0.01%+1,94113F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC17,047$4.43M0.56%+64313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,806$4.37M<0.01%+52813F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…16,701$4.34M0.89%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,268$4.23M<0.01%+6,24013F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.15,777$4.1M0.2%+23613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,153$3.94M0.01%+413F-HRTimelineGroup
Steward Partners Investment Advisory, L…14,175$3.68M0.03%-2313F-HRTimeline
DB Fitzpatrick & Co, Inc14,132$3.67M3.37%-2,26513F-HRTimeline
Clearstead Advisors, LLC13,034$3.39M0.05%new13F-HRTimeline
Tennessee Valley Asset Management Partn…12,811$3.33M0.56%+713F-HRTimeline
Coastline Trust Co12,791$3.32M0.39%-59513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lido Advisors, LLCin group Lido Advisors, LLC12,434$3.23M0.02%+11,00813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,240$3.18M0.01%-4713F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,826$3.07M<0.01%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,549$3M0.22%-1813F-HRTimeline
Evensky & Katz LLC11,194$2.91M0.19%-2,01213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,450$2.71M<0.01%-23,54113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS10,372$2.69M0.01%+55913F-HRTimeline
Embree Financial Group9,947$2.58M0.44%-17113F-HRTimeline
WEDBUSH SECURITIES INC9,896$2.57M0.09%+5013F-HRTimeline
PBMares Wealth Management LLC9,532$2.48M0.51%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC9,409$2.44M0.21%-6,77313F-HRTimeline
Waverly Advisors, LLC8,925$2.32M0.04%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,631$2.24M<0.01%new13F-HRTimelineGroup
ORRSTOWN FINANCIAL SERVICES INC8,503$2.21M0.59%+5,95613F-HRTimeline
Hardy Reed LLC8,048$2.09M0.18%-13513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,695$2M0.01%+3,70013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,557$1.96M0.01%-54313F-HRTimelineGroup
Verus Financial Partners, Inc.6,627$1.7M0.19%-51313F-HRTimeline
FSA Investment Group, LLC6,429$1.66M1.45%13F-HRTimeline
Investment Advisory Group, LLC5,966$1.55M0.52%+61813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,823$1.51M0.01%+24413F-HRTimeline
Bison Wealth, LLC5,802$1.51M0.18%13F-HRTimeline
Operose Advisors LLC5,800$1.51M0.52%+1313F-HRTimeline
WHITTIER TRUST CO5,659$1.47M0.02%+11013F-HRTimeline
Wedmont Private Capital5,646$1.45M0.08%+6713F-HRTimeline
WESBANCO BANK INC5,005$1.3M0.04%013F-HRTimeline
FMR LLCin group FMR LLC4,811$1.25M<0.01%-1,36613F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC4,800$1.25M0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,716$1.22M0.03%013F-HRTimelineGroup
Compass Financial Group, INC/SD4,665$1.21M0.23%013F-HRTimeline
Silver Coast Investments LLC4,573$1.19M0.45%+2,90413F-HRTimeline
World Investment Advisors4,524$1.18M0.03%+21913F-HRTimeline
Baker Avenue Asset Management, LP4,043$1.05M0.03%-8413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC4,010$1.04M0.01%+1,00013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION3,850$1000K0.09%013F-HRTimeline
Creative Planningin group Creative Planning3,662$951K<0.01%-5213F-HRTimelineGroup
CNB Bank3,605$936K0.44%013F-HRTimeline
MAI Capital Management3,514$913K0.01%new13F-HRTimeline
Prospera Financial Services Inc3,500$909K0.02%+2,00013F-HRTimeline
Wealthspire Advisors, LLC3,417$888K0.01%-713F-HRTimeline
Jacksonville Wealth Management, LLC3,100$805K0.75%13F-HRTimeline
OneDigital Investment Advisors LLC3,081$800K0.01%new13F-HRTimeline
IFP Advisors, Inc2,905$755K0.02%-8013F-HRTimeline
Fairscale Capital, LLC2,828$735K0.63%-11113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,677$696K<0.01%+61913F-HR/ATimelineGroup
Calydon Capital2,624$682K0.13%013F-HRTimeline
Keystone Financial Group2,615$679K0.07%013F-HRTimeline
Sequoia Financial Advisors, LLC2,478$644K0.01%013F-HR/ATimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC2,452$637K0.48%+66813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,434$632K0.01%+813F-HR/ATimelineGroup
COZAD ASSET MANAGEMENT INC2,429$631K0.06%-5613F-HRTimeline
Capital Planning Advisors, LLC2,311$600K0.09%013F-HRTimeline
Everhart Financial Group, Inc.2,296$596K0.12%new13F-HRTimeline
Arbor Investment Advisors, LLC2,263$588K0.08%+113F-HRTimeline
American Investment Services, Inc.2,223$577K0.1%+613F-HR/ATimeline
Wilmington Savings Fund Society, FSB2,110$548K0.01%013F-HRTimeline
COMERICA BANK2,067$537K<0.01%new13F-HR/ATimeline
Grove Street Fiduciary, LLC1,992$517K0.27%13F-HRTimeline
Paulson Wealth Management Inc.1,900$494K0.13%013F-HRTimeline
Corundum Trust Company, INC1,892$491K1.48%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,876$487K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,858$483K<0.01%+8813F-HRTimelineGroup
ARS Wealth Advisors Group, LLC1,823$473K0.07%-5913F-HRTimeline
BOK Financial Private Wealth, Inc.1,807$469K0.03%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,762$458K0.01%013F-HRTimelineGroup
Atria Wealth Solutions, Inc.1,705$443K<0.01%+2813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC1,673$435K0.14%-12113F-HRTimeline
Moran Wealth Management, LLC1,632$424K0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,616$420K0.01%new13F-HRTimeline
Nilsine Partners, LLC1,536$399K0.04%+14013F-HRTimeline
Compound Planning, Inc.1,478$384K0.02%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,409$366K0.01%+413F-HRTimelineGroup
EP Wealth Advisors, LLC1,372$356K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,351$351K<0.01%-1213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,330$345K0.01%013F-HRTimeline
Jacobi Capital Management LLC1,324$344K0.03%+113F-HRTimeline
Farther Finance Advisors, LLC1,300$338K0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,282$333K0.02%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA1,274$331K0.02%013F-HRTimelineGroup
Momentous Wealth Management, Inc.1,267$329K0.27%13F-HRTimeline
Janney Montgomery Scott LLC1,239$322K<0.01%+13213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,195$310K<0.01%new13F-HRTimeline
BRIGHTON JONES LLC1,183$307K0.01%+413F-HR/ATimeline
SYKON CAPITAL LLC1,110$288K0.1%+22013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,108$288K<0.01%-5,55613F-HRTimelineGroup
Radnor Capital Management, LLC1,100$286K0.05%-1,10013F-HRTimeline
Belpointe Asset Management LLC1,132$283K0.02%013F-HRTimeline
Firestone Capital Management1,080$281K0.07%013F-HRTimeline
AA Financial Advisors, LLC1,000$260K0.07%-5513F-HRTimeline
Trek Financial, LLC930$242K0.02%013F-HRTimeline
Dakota Wealth Management903$235K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC868$225K<0.01%new13F-HRTimelineGroup
NorthCoast Asset Management LLC866$225K<0.01%new13F-HR/ATimeline
SONATA CAPITAL GROUP INC850$221K0.09%013F-HRTimeline
NewEdge Advisors, LLC846$220K<0.01%+213F-HRTimeline
Strategic Blueprint, LLC823$214K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…815$211K0.02%-205,92613F-HRTimeline
SYNOVUS FINANCIAL CORP805$210K<0.01%-80713F-HRTimeline
BSW Wealth Partners771$200K0.03%new13F-HRTimeline
Tacita Capital Inc625$162K0.12%013F-HRTimeline
Capital Investment Advisory Services, L…618$160K0.02%-3513F-HRTimeline
Allworth Financial LP582$157K<0.01%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC577$150K0.01%+213F-HRTimeline
Sage Mountain Advisors LLC420$109K0.01%013F-HRTimeline
Smithfield Trust Co340$85K<0.01%-13,05113F-HRTimeline
BLAIR WILLIAM & CO/IL305$79.2K<0.01%+4713F-HRTimeline
HOWE & RUSLING INC290$75.3K0.01%-1013F-HRTimeline
Centricity Wealth Management, LLC287$74.5K0.07%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.277$71.9K0.04%+113F-HRTimeline
Qube Research & Technologies Ltd245$63.6K<0.01%+16213F-HRTimeline
Asset Dedication, LLC208$54K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC203$52.7K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.176$45.7K<0.01%13F-HRTimeline
Activest Wealth Management155$40.3K0.01%013F-HRTimeline
Graney & King, LLC152$39.5K0.03%13F-HRTimeline
Venturi Wealth Management, LLC107$27.8K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC101$26.2K0.01%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC91$23.6K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC80$20.8K0.02%013F-HRTimeline
NCP Inc.67$17.4K0.01%013F-HRTimeline
Global Retirement Partners, LLC66$17.2K<0.01%-5413F-HRTimeline
NorthRock Partners, LLC65$16.9K<0.01%new13F-HR/ATimeline
JDM Financial Group LLC59$15.3K0.01%013F-HRTimeline
City State Bank50$13K<0.01%-5013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC41$10.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.36$9.43K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34$8.83K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co32$8.31K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC30$7.79K<0.01%+2213F-HRTimeline
GPS Wealth Strategies Group, LLC24$6.31K<0.01%-3913F-HRTimeline
Central Pacific Bank - Trust Division24$6.23K<0.01%013F-HRTimeline
AE Wealth Management LLC19$4.93K<0.01%-1,51513F-HRTimeline
Bangor Savings Bank16$4.16K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC16$4.16K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.12$3.12K0.29%-13,75413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12$3.12K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC10$2.6K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC9$2.36K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC5$1.34K<0.01%13F-HRTimeline
Wingate Wealth Advisors, Inc.2$519<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$260<0.01%-6313F-HRTimelineGroup
CoreCap Advisors, LLC1$260<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.