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Disclosery

VTI VANGUARD INDEX FDS

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COM (fund)

3,148 managers (3,178 13F filers) reported a position in VTI shares at 2024-12-31, 436,859,081 shares in all. 128 filers opened a position and 67 filers sold out during the quarter.

Managers
3,148
13F filers
3,178
New
128
Added
1,297
Reduced
1,044
Sold out
67
Shares held by filers
436,859,081

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
BLAIR WILLIAM & CO/IL264,309$76.6M0.22%+3,88013F-HRTimeline
Nadler Financial Group, Inc.263,046$76.2M8.03%+3,69513F-HRTimeline
TD Capital Management LLC262,035$75.9M7.72%+10,12713F-HRTimeline
GSG Advisors LLC261,119$75.7M23.85%+1,31813F-HRTimeline
University of Massachusetts Foundation,…259,711$75.3M40.48%-153,64413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC259,183$75.1M11.1%+38,92413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.257,823$74.7M0.47%+21,25813F-HRTimeline
SteelPeak Wealth, LLC257,655$74.7M3.1%+225,16513F-HRTimeline
Garde Capital, Inc.251,936$73M4.82%+17913F-HRTimeline
Regent Peak Wealth Advisors LLC249,412$72.3M16.22%+58,59213F-HR/ATimeline
Luminvest Wealth Management LLC248,796$72.1M29.11%+14,28413F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC247,477$71.7M27.75%+18,45513F-HRTimeline
Waverly Advisors, LLC247,343$71.7M1.11%+8,24813F-HRTimeline
Baker Ellis Asset Management LLC244,261$70.8M10.42%+7913F-HRTimeline
Stash Investments, LLC243,849$70.7M39.9%+2,51413F-HRTimeline
Beacon Capital Management, LLC241,773$70.1M9.12%-1,91113F-HRTimeline
COUNTRY CLUB BANK240,499$69.9M4.67%+14613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC240,417$69.7M0.11%-3,84313F-HRTimelineGroup
SYM FINANCIAL Corp237,100$68.7M8.88%-37013F-HRTimeline
St. Louis Trust Co236,642$68.6M9.81%+9,63113F-HRTimeline
Shade Tree Advisors LLC235,784$68.3M68.9%13F-HRTimeline
Hassell Wealth Management, LLC221,927$66.5M26.8%-11,86713F-HRTimeline
PINNACLE ASSOCIATES LTD228,714$66.3M0.9%+12,75713F-HRTimeline
Jaffetilchin Investment Partners, LLC227,474$65.9M4.77%+6,40913F-HRTimeline
CHOREO, LLC222,986$64.7M0.93%+24,69213F-HRTimeline
Litman Gregory Wealth Management LLC222,554$64.5M5.59%-2,55913F-HRTimeline
MorganRosel Wealth Management, LLC222,063$64.4M21.12%-3,62013F-HRTimeline
KCM INVESTMENT ADVISORS LLC221,687$64.2M2.22%-86913F-HRTimeline
BAILARD, INC.221,411$64.2M1.64%-1,49113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…221,356$64.2M8.77%+31,39613F-HRTimelineGroup
Janney Montgomery Scott LLC218,475$63.3M0.18%+17,71113F-HRTimeline
Haverford Trust Co218,312$63.3M0.63%+1,20413F-HRTimeline
Wade Financial Advisory, Inc218,079$63.2M21.41%+1,46413F-HRTimeline
First Bank & Trust216,594$62.8M12.05%-81513F-HRTimeline
Abacus Planning Group, Inc.215,595$62.5M10.99%+7,12813F-HRTimeline
Prospera Capital Management, LLC214,520$62.2M45.41%13F-HR/ATimeline
Independent Order of Foresters213,865$62M41.74%-29,43713F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD213,865$62M0.08%-29,43713F-HRTimelineGroup
Operose Advisors LLC213,667$61.9M21.18%+11,47713F-HRTimeline
ETF Portfolio Partners, Inc.212,957$61.7M18.53%-20,06113F-HRTimeline
Baker Avenue Asset Management, LP212,132$61.5M1.88%+35,83413F-HRTimeline
Sanctuary Advisors, LLC204,246$61.3M0.39%-36,96713F-HRTimeline
Unconventional Investor, LLC210,651$61.1M36.89%+8,91113F-HRTimeline
HANOVER ADVISORS INC207,558$60.2M25.24%-7,21713F-HRTimeline
EPIQ Capital Group, LLC207,422$60.1M15.68%-15613F-HRTimeline
Northstar Group, Inc.206,346$59.8M10.02%+13,46613F-HRTimeline
Prentice Wealth Management LLC205,381$59.5M17.21%+29613F-HRTimeline
Nicholas Hoffman & Company, LLC.205,151$59.5M2.38%+413F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Main Street Financial Solutions, LLC204,969$59.4M5.86%+13,19913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC204,557$59.3M0.61%+4,73313F-HRTimelineGroup
Clarius Group, LLC204,257$59.2M4.04%+2,25613F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC202,772$58.8M12.33%+46,74813F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers202,504$58.7M0.11%+152,57713F-HRTimelineGroup
Wellspring Financial Advisors, LLC6,187,576$58.7M6.14%+3,05213F-HRTimeline
Cedar Wealth Management, LLC202,081$58.6M21.18%-8,36113F-HRTimeline
Evensky & Katz LLC201,927$58.5M3.83%-3,20713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK197,493$57.2M0.35%+1,58913F-HRTimelineGroup
Axos Invest Inc.195,693$56.7M41.29%-12,70013F-HRTimeline
OneDigital Investment Advisors LLC194,228$56.3M0.65%+2,39813F-HRTimeline
University of Maryland Foundation, Inc.194,208$56.3M31.6%013F-HRTimeline
LIBRA WEALTH LLC190,748$55.3M21.49%+5,95013F-HRTimeline
Atria Wealth Solutions, Inc.189,058$54.8M0.6%-3,20313F-HRTimeline
EP Wealth Advisors, LLC188,095$54.5M0.44%+1,86813F-HRTimeline
Integrated Wealth Concepts LLC186,623$54.1M0.63%+32,33213F-HRTimeline
ALLIANCEBERNSTEIN L.P.186,481$54M0.02%+5,34013F-HRTimeline
SMITH, MOORE & CO.184,868$53.6M4.9%-94513F-HRTimeline
PENNINGTON PARTNERS & CO., LLC183,435$53.2M26.35%13F-HRTimeline
Greenline Partners, LLC182,294$52.8M7.39%+12,00313F-HRTimeline
Modera Wealth Management, LLC182,206$52.8M0.64%+49,16113F-HRTimeline
Johnson Financial Group, LLC181,053$52.5M6.14%-12,39613F-HRTimeline
Monterey Private Wealth, Inc.180,981$52.4M17.29%+7,28613F-HRTimeline
WBH ADVISORY INC179,653$52.1M4.83%+12,71913F-HRTimeline
Trilogy Capital Inc.178,650$51.8M2.66%-1,35613F-HRTimeline
Magnolia Wealth Management, LLC178,276$51.7M35.92%+6,21213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC176,140$51M2.26%+30913F-HRTimeline
PROFFITT & GOODSON INC176,050$51M8.46%-2,62013F-HRTimeline
Hirtle & Co., LLC173,779$50.4M2.12%-11,73113F-HRTimeline
Steward Partners Investment Advisory, L…172,190$49.9M0.44%+8,29513F-HRTimeline
Winthrop Advisory Group LLC171,741$49.8M5.97%-36813F-HRTimeline
Ashford Advisors, LLC170,996$49.6M11.46%013F-HRTimeline
Hemington Wealth Management170,661$49.5M12.44%-3,15313F-HRTimeline
KMT WEALTH MANAGEMENT, LLC168,260$48.8M39.1%13F-HRTimeline
Delphi Financial Group, Inc.in group Delphi Financial Group, Inc.168,090$48.7M25.77%013F-HRTimelineGroup
Affiance Financial, LLC166,727$48.3M11.56%+5,70813F-HRTimeline
Prudent Man Advisors, LLC165,930$48.1M17.47%-4,62813F-HRTimeline
Asset Allocation & Management Company, …165,757$48M26.26%-1,02513F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.165,461$48M10.44%-7,56613F-HRTimeline
IFG Advisory, LLC165,148$47.9M2.71%+1,86613F-HRTimeline
Smith & Howard Wealth Management, LLC164,260$47.6M13.47%-3,81513F-HRTimeline
Carlson Capital Management163,822$47.5M2.07%-4,57213F-HRTimeline
Bridgewater Advisors Inc.162,029$46.7M4.88%+24,33013F-HRTimeline
Evanson Asset Management, LLC160,217$46.4M3.18%+3,62713F-HRTimeline
Linscomb Wealth, Inc.160,172$46.4M2.31%-1,57613F-HRTimeline
JMG Financial Group, Ltd.160,031$46.4M1.58%+3,46213F-HRTimeline
Tumwater Wealth Management, LLC158,622$46M24.11%13F-HRTimeline
Level Wealth Management LLC158,457$45.9M32.44%13F-HR/ATimeline
Battery Global Advisors, LLC157,634$45.7M24.42%+8,17313F-HRTimeline
REDW Wealth LLC157,184$45.6M15.82%-16,95613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co156,666$45.4M0.6%+13,61613F-HRTimelineGroup
Kearns & Associates LLC155,166$45M29.06%+57313F-HRTimeline
Wood Tarver Financial Group, LLC154,916$44.9M15.01%13F-HRTimeline
BostonPremier Wealth LLC154,395$44.7M27.12%13F-HRTimeline
Rosenberg Matthew Hamilton153,768$44.6M11.58%-3,44413F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC153,063$44.4M0.04%+3,99713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…152,303$44.1M7.49%+4,18413F-HRTimeline
Altus Wealth Management, LLC152,184$44.1M19.73%+1,90613F-HRTimeline
Bordeaux Wealth Advisors LLC152,007$44.1M7.08%+88513F-HR/ATimeline
National Philanthropic Trust151,976$44M0.64%+5,33013F-HRTimeline
Tennessee Valley Asset Management Partn…151,478$43.9M7.35%-1,78713F-HRTimeline
Parallel Advisors, LLC151,187$43.8M0.99%-49513F-HRTimeline
Cypress Capital, LLC150,383$43.6M12.46%-18,19013F-HRTimeline
Red Wave Investments LLC149,879$43.4M15.2%-2,09213F-HRTimeline
Family CFO Inc149,345$43.3M23.83%+3,39513F-HRTimeline
White Wing Wealth Management148,769$43.1M32.05%+4,02413F-HRTimeline
FRG Family Wealth Advisors LLC148,399$43M7.81%-1,01313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC147,810$42.8M0.62%-1,55613F-HRTimeline
Obsido Oy147,785$42.8M38.51%13F-HRTimeline
North Star Investment Management Corp.147,212$42.7M2.97%+3,31813F-HRTimeline
HOWE & RUSLING INC145,318$42.1M3.63%+4,66013F-HRTimeline
OLIO Financial Planning144,279$41.8M14.69%-85,46813F-HRTimeline
Karpus Management, Inc.143,943$41.7M1.23%-1,76013F-HRTimeline
CWM, LLCin group CWM, LLC143,822$41.7M0.17%+70813F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO143,493$41.6M0.76%+3213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC143,290$41.5M2.18%-2,01213F-HRTimeline
Wrenne Financial Planning LLC143,103$41.5M23.59%+8,53813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…142,860$41.4M1.12%-11,59413F-HRTimelineGroup
Pacific Center for Financial Services141,488$41M10.55%+2,13713F-HRTimeline
Robertson Stephens Wealth Management, L…141,470$41M1.46%+6,26613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC138,718$40.2M9.36%+6,39313F-HRTimeline
Scissortail Wealth Management, LLC137,929$40M10.23%+137,48413F-HRTimeline
O'Brien Wealth Partners LLC137,028$39.7M7.16%+15,32813F-HRTimeline
RIA Advisory Group LLC136,287$39.5M13.43%-32,99813F-HRTimeline
Gibson Wealth Advisors LLC135,802$39.4M32.48%-1,36313F-HRTimeline
First Western Trust Bank134,895$39.1M1.81%013F-HRTimeline
Capitol Family Office, Inc.134,849$39.1M52.17%-7,21813F-HRTimeline
Equita Financial Network, Inc.133,779$38.8M14.02%+5,80213F-HRTimeline
VERITY Wealth Advisors133,687$38.7M27.96%-12313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…132,931$38.5M0.33%-2,77113F-HRTimelineGroup
SEEDS INVESTOR LLC132,805$38.5M10.97%+5,30513F-HRTimeline
Tide Cove Capital Partners LLC133,002$38.3M33.03%13F-HR/ATimeline
Annex Advisory Services, LLC132,249$38.3M1.15%-4,04613F-HRTimeline
Balentine LLC131,422$38.1M1.55%+1,25313F-HRTimeline
jvl associates llc131,400$38.1M14.43%-50713F-HRTimeline
Everhart Financial Group, Inc.130,551$37.8M7.79%+4,90913F-HRTimeline
PFG Advisors129,821$37.6M2.3%+39,01713F-HRTimeline
Rolek Wealth Management LLC129,706$37.6M29.46%13F-HRTimeline
Independent Advisor Alliance128,871$37.3M0.49%+101,98313F-HRTimeline
RWA WEALTH PARTNERS, LLC128,680$37.3M0.46%-17713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC128,565$37.3M1.24%+3,04913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC128,554$37.3M10.41%+97,34113F-HRTimeline
Caisse de depot et placement du Quebec128,000$37.1M0.08%+64,00013F-HRTimeline
REAP Financial Group, LLC126,978$36.8M9.13%-2,99213F-HRTimeline
Telos Capital Management, Inc.126,328$36.6M3.9%+78713F-HRTimeline
Clearstead Advisors, LLC126,179$36.6M0.56%+2,05813F-HRTimeline
Breed's Hill Capital LLC125,595$36.4M19.04%+56,48813F-HRTimeline
BCM ADVISORS, LLC121,330$36.4M8.13%+2,25113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC125,197$36.3M0.56%+5,92513F-HRTimelineGroup
DIVERSIFIED TRUST CO124,410$36.1M0.88%-59513F-HRTimeline
Chicago Partners Investment Group LLC122,381$35.7M1.19%+50,09613F-HRTimeline
CGN Advisors LLC122,781$35.6M3.46%+1,27013F-HRTimeline
Roger Wittlin Investment Advisory, LLC122,001$35.4M19.8%+8,00413F-HRTimeline
Manske Wealth Management121,251$35.1M13.96%13F-HRTimeline
Perigon Wealth Management, LLC119,520$35.1M0.86%+1,11513F-HRTimeline
Portfolio Strategies, Inc.120,986$35.1M4.98%-36,26213F-HRTimeline
Compass Financial Group, INC/SD120,739$35M6.63%+69513F-HRTimeline
One Degree Advisors Inc116,633$35M14.22%-73813F-HRTimeline
TOWNSQUARE CAPITAL LLC120,583$34.9M0.39%+7,35513F-HRTimeline
Breakwater Investment Management120,315$34.9M14.82%+2,05213F-HR/ATimeline
WealthPlan Investment Management, LLC120,032$34.8M3.44%+5,57813F-HRTimeline
First PREMIER Bank119,608$34.7M8.82%+4,38913F-HRTimeline
New England Private Wealth Advisors LLC118,020$34.2M5.42%+1,91413F-HRTimeline
Pure Financial Advisors, LLC117,860$34.2M0.78%-1,06513F-HRTimeline
Bison Wealth, LLC117,467$34M4.17%13F-HRTimeline
LJI Wealth Management, LLC116,579$33.8M6.65%+65,90313F-HRTimeline
Wick Capital Partners, LLC116,489$33.8M9.96%+2,32913F-HR/ATimeline
Liberty Capital Management, Inc.115,839$33.6M7.45%+2,94913F-HRTimeline
Weinberger Asset Management, Inc115,626$33.5M14%-83713F-HRTimeline
Penney Financial, LLC114,559$33.2M22.26%-24113F-HRTimeline
Benchmark Financial Wealth Advisors, LLC114,180$33.1M10.6%-3,46113F-HRTimeline
Valmark Advisers, Inc.113,777$33M0.51%-1,71213F-HRTimeline
COZAD ASSET MANAGEMENT INC113,708$33M3.07%+9,06313F-HRTimeline
Sterling Wealth Management, Inc.113,675$32.9M12.17%+3,51913F-HRTimeline
Allegiance Financial Group Advisory Ser…113,607$32.9M10.66%+6,52613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…112,683$32.7M3.05%+4,05213F-HRTimeline
Dynasty Wealth Management, LLC111,910$32.4M0.56%-1,67713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…111,012$32.2M4.77%+2,95313F-HRTimeline
Northeast Financial Consultants Inc110,897$32.1M1.36%-4,99013F-HRTimeline
Chandler Asset Management, Inc.110,500$32M6.12%-6,43013F-HRTimeline
INTREPID FAMILY OFFICE LLC110,000$31.9M33.62%13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…109,815$31.8M7.33%+12,82913F-HRTimeline
Atria Investments, Inc109,729$31.8M0.4%+11,53713F-HRTimeline
Beacon Financial Strategies CORP109,529$31.7M21.21%+4,24013F-HRTimeline
Quantinno Capital Management LP109,414$31.7M0.31%+16,57613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…109,013$31.6M0.12%+54213F-HRTimelineGroup
Brooklyn FI, LLC108,392$31.4M10.45%+6,22013F-HR/ATimeline
Roundview Capital LLC108,369$31.4M2.19%+13,15813F-HRTimeline
Morling Financial Advisors, LLC107,993$31.3M10.91%+9,53813F-HRTimeline
GenTrust, LLC107,901$31.3M1.36%+1,23813F-HRTimeline
Smithfield Trust Co107,757$31.2M1.55%-60013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding107,642$31.2M+2,547Timeline