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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
David Kennon Inc107,449$31.1M12.28%-2,10313F-HRTimeline
Keystone Financial Group106,397$30.8M3.03%+3,76913F-HRTimeline
My Personal CFO, LLC106,392$30.8M15.81%+13,07413F-HRTimeline
TSFG, LLC105,957$30.7M6.31%-60313F-HRTimeline
HARBOUR INVESTMENTS, INC.105,624$30.6M0.88%+8,23813F-HRTimeline
LPF Advisors LLC105,006$30.4M25.45%+4,36513F-HRTimeline
Pinnacle Financial Partners Inc104,442$30.3M0.61%-5,66413F-HRTimeline
Frank, Rimerman Advisors LLC104,327$30.2M2.2%+1,80013F-HRTimeline
U.S. Capital Wealth Advisors, LLC104,286$30.2M0.94%-18,86713F-HRTimeline
BFSG, LLC103,623$30M3.51%+3,58413F-HRTimeline
AllGen Financial Advisors, Inc.103,270$29.9M10.05%+21,88613F-HRTimeline
OPUS INVESTMENT MANAGEMENT INCin group OPUS INVESTMENT MANAGEMENT INC102,994$29.8M22.05%013F-HRTimelineGroup
Financial Advocates Investment Manageme…102,616$29.7M1.69%+6,26813F-HRTimeline
Skyline Advisors, Inc.102,240$29.6M11.5%-1,20813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC102,129$29.6M0.63%+1,61513F-HRTimeline
Advyzon Investment Management, LLC101,370$29.4M11.33%13F-HRTimeline
Peak Financial Management, Inc.101,028$29.3M8.77%-81813F-HRTimeline
Obermeyer Wealth Partners100,736$29.2M1.52%+1,38413F-HRTimeline
AllSquare Wealth Management LLC100,607$29.2M16.77%+26413F-HRTimeline
Integris Wealth Management, LLC100,521$29.1M8.22%-1,00713F-HRTimeline
Mutual Advisors, LLC98,395$28.9M0.84%-3,91313F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.99,215$28.8M17.8%+8,43213F-HRTimeline
BUSH INVESTMENT GROUP, LLC98,356$28.5M22.25%-1,16413F-HRTimeline
Gryphon Financial Partners LLC98,180$28.5M4.09%-23,22713F-HRTimeline
Blankinship & Foster, LLC98,077$28.4M6.99%-3,12513F-HRTimeline
Jacobi Capital Management LLC97,887$28.4M2.12%+4,38013F-HRTimeline
Choate Investment Advisors97,885$28.4M0.68%013F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC97,720$28.3M3.34%-3,79913F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/97,640$28.3M1.54%-76913F-HRTimeline
NewEdge Wealth, LLC97,210$28.2M0.49%+4,01813F-HRTimeline
MATHER GROUP, LLC.96,721$28M0.36%-18313F-HRTimeline
Global Retirement Partners, LLC96,669$28M0.8%+15,05813F-HRTimeline
HBK Sorce Advisory LLC96,500$28M0.84%-36913F-HRTimeline
Trellis Wealth Advisors LLC96,214$27.9M14.02%-40713F-HRTimeline
Graypoint LLC96,133$27.9M1.69%-3,64213F-HRTimeline
Ebor Charitable Trust94,836$27.5M58.28%-3,06513F-HRTimeline
Financial Architects, LLC94,457$27.4M17.54%-1,23613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…94,356$27.3M7.66%+30513F-HRTimeline
Monashee Investment Management LLC93,660$27.1M3.72%013F-HRTimeline
Maiden Cove Capital, LLC93,423$27.1M25.33%+47,15813F-HRTimeline
Clarity Wealth Advisors, LLC92,952$26.9M7.34%+1,99013F-HRTimeline
BURRUS FINANCIAL SERVICES, INC.92,295$26.7M13.74%-1,36913F-HRTimeline
ASPIRIANT, LLC91,088$26.4M0.95%-45513F-HRTimeline
BBR PARTNERS, LLC89,863$26M1.82%+1413F-HRTimeline
Crescent Grove Advisors, LLC88,566$25.7M2.54%+613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…87,956$25.5M0.57%-6,43613F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC87,947$25.5M1.88%+5113F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC87,412$25.3M5.33%-93213F-HRTimeline
Manuka Financial, LLC87,012$25.2M17.01%13F-HRTimeline
Foundations Investment Advisors, LLC86,544$25.1M0.48%+8,18213F-HRTimeline
FINANCIAL COUNSELORS INC86,127$25M0.36%-12513F-HRTimeline
Great Diamond Partners, LLC85,192$24.7M6.39%-1,03913F-HRTimeline
Clear Harbor Asset Management, LLC85,189$24.7M1.99%+48913F-HRTimeline
Principle Wealth Partners LLC85,041$24.6M1.73%-60913F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC84,824$24.6M19.37%-1,74413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC84,589$24.5M0.1%-22,85613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV84,441$24.5M7.78%-45813F-HRTimeline
Venture Visionary Partners LLC83,693$24.3M1.03%-91413F-HR/ATimeline
Capital Advisors, Ltd. LLC83,535$24.2M3.05%+9113F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…81,810$23.7M<0.01%+5,86113F-HRTimelineGroup
CWA Asset Management Group, LLC81,796$23.7M1.2%+2,26513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC81,236$23.5M7.68%-48113F-HRTimeline
Modern Wealth Management, LLC81,122$23.5M0.88%+27,26913F-HR/ATimeline
Latigo Investments, LLC80,845$23.4M11.92%013F-HRTimeline
Arax Advisory Partners80,661$23.4M1.47%+16,93313F-HRTimeline
Horizon Wealth Management, LLC80,462$23.3M4.06%+2,34413F-HRTimeline
AdvisorNet Financial, Inc79,929$23.2M1.94%+1,01913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC79,215$23M4.86%-2,80813F-HRTimeline
Firestone Capital Management79,142$22.9M5.7%+7,30113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.79,038$22.9M<0.01%+75,30513F-HRTimelineGroup
Cordant, Inc.78,743$22.8M12.01%-3,85713F-HRTimeline
RFG Advisory, LLC78,228$22.7M0.64%-1,07413F-HRTimeline
Advisory Services Network, LLC78,190$22.7M0.42%+5,60413F-HRTimeline
Michael A. Dubis Financial Planning, LLC78,080$22.6M21.88%13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE77,780$22.5M0.03%+32,80013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.77,310$22.4M0.9%+3,78913F-HRTimeline
Prospera Financial Services Inc77,152$22.4M0.52%+3,29013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC76,973$22.3M0.25%013F-HRTimeline
Kraft, Davis & Associates, LLC74,500$22.2M6.35%+2,02513F-HRTimeline
Gordian Advisors LLC76,478$22.2M17.54%+3,13513F-HRTimeline
Symmetry Partners, LLC75,987$22M3.13%+17,15013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC75,799$22M0.19%+10,30513F-HRTimeline
Mesirow Financial Investment Management…75,721$21.9M0.44%-11813F-HRTimeline
Sensible Financial Planning & Managemen…75,688$21.9M4.55%-2,81113F-HRTimeline
Sound View Wealth Advisors Group, LLC75,398$21.9M1.76%+2,07713F-HRTimeline
Optas, LLC74,970$21.7M4.68%-913F-HRTimeline
Addis & Hill, Inc74,720$21.7M16.01%+57513F-HRTimeline
Seneschal Advisors, LLC74,223$21.5M17.99%13F-HRTimeline
Rockbridge Investment Management, LCC73,483$21.3M2.73%-20713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…72,656$21.2M0.04%-2,47413F-HRTimelineGroup
BARRETT & COMPANY, INC.73,286$21.2M8.96%+3,54413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT72,857$21.1M0.85%-6013F-HRTimeline
Root Financial Partners, LLC72,492$21M2.6%+18,36613F-HRTimeline
Cornerstone National Bank & Trust Co72,278$20.9M9.62%+1,45013F-HRTimeline
First Horizon Advisors, Inc.72,001$20.9M0.58%-4,13813F-HRTimeline
CASCADE INVESTMENT GROUP, INC.71,907$20.8M14.9%+48913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC71,680$20.8M1.22%-48413F-HRTimeline
Altiora Financial Group, LLC71,461$20.7M4.51%+5,42513F-HRTimeline
Continuum Advisory, LLC71,284$20.7M2.65%+1,62013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding71,227$20.6M+24,879Timeline
SHAYNE & JACOBS, LLC71,186$20.6M5.4%-3,94113F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co71,064$20.6M4.72%-16513F-HRTimeline
Drucker Wealth 3.0, LLC70,510$20.4M4.71%+30913F-HR/ATimeline
MAYPORT, LLC70,471$20.4M6.02%-5613F-HRTimeline
BWM Planning, LLC70,031$20.3M8.83%+9,66113F-HRTimeline
FSM Wealth Advisors, LLC69,036$20.3M4.96%+5,81813F-HRTimeline
Cannon Financial Strategists, Inc.69,864$20.2M3.47%-63213F-HRTimeline
Geneos Wealth Management Inc.69,771$20.2M0.71%-1,51813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…69,511$20.1M1.13%+2,33113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp69,396$20.1M0.07%-2,22113F-HRTimelineGroup
Shotwell Rutter Baer Inc69,476$20M16.82%-1,43813F-HRTimeline
Kings Path Partners LLC68,862$20M8.52%-3,63713F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC68,786$19.9M4.56%-57813F-HRTimeline
Industrial Alliance Investment Manageme…68,001$19.7M15.31%-34713F-HRTimeline
Martin Worley Group67,727$19.6M12.26%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC67,563$19.6M0.19%-2,68813F-HRTimeline
SIMON QUICK ADVISORS, LLC67,486$19.6M1.17%+76113F-HRTimeline
Raab & Moskowitz Asset Management LLC66,554$19.3M4.73%-83613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…66,231$19.2M0.66%-1,78313F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC65,787$19.1M0.95%-8,11013F-HRTimeline
ArchPoint Investors65,721$19M6.26%013F-HRTimeline
Community Bank, N.A.64,978$18.8M2.41%+59713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding64,333$18.6M+1,127Timeline
GREENLEAF TRUST63,824$18.5M0.17%-79413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC63,734$18.5M2.31%+1,82413F-HRTimeline
Clarity Wealth Development LLC61,548$18.4M19.95%13F-HRTimeline
Aspen Grove Capital, LLC63,369$18.4M3.9%+5,26713F-HRTimeline
Cascade Financial Partners, LLC63,361$18.4M2.39%+43313F-HRTimeline
DEFINE FINANCIAL, LLC62,965$18.2M13.77%13F-HRTimeline
SIGNATUREFD, LLC62,895$18.2M0.35%+1,52413F-HRTimeline
Independence Bank of Kentucky62,892$18.2M2.8%+60,50513F-HRTimeline
Parisi Gray Wealth Management62,793$18.2M5.78%-13413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC62,737$18.2M0.26%-2,30713F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK62,681$18.2M0.59%-55813F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC62,377$18.1M1.1%+18813F-HRTimeline
Pacific Capital Wealth Advisors, Inc.62,340$18.1M3.02%-14,42013F-HRTimeline
FineMark National Bank & Trust62,278$18M0.63%-56213F-HRTimeline
Proficio Capital Partners LLC62,185$18M1.46%+8,32313F-HR/ATimeline
Cornerstone Wealth Group, LLC62,109$18M1.47%+84013F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC61,872$17.9M0.54%+31,23513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.61,736$17.9M8.29%+22,18513F-HRTimeline
AA Financial Advisors, LLC61,638$17.9M4.76%+3,93713F-HRTimeline
Federation des caisses Desjardins du Qu…61,580$17.8M0.09%+1,39313F-HRTimeline
CW Advisors, LLC61,062$17.7M0.24%+17,16313F-HRTimeline
Stokes Family Office, LLC60,839$17.6M1.88%+713F-HRTimeline
Cornerstone Wealth Management, LLC60,726$17.6M1.19%-86813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …60,718$17.6M0.03%+1,69813F-HRTimelineGroup
Compass Advisory Group LLC60,572$17.6M6.28%-35813F-HRTimeline
Almanack Investment Partners, LLC.60,464$17.5M2.7%-4613F-HRTimeline
5th Street Advisors, LLC60,369$17.5M9.1%-1,32513F-HRTimeline
IHT Wealth Management, LLC60,136$17.4M0.56%-23,55013F-HRTimeline
Farther Finance Advisors, LLC59,944$17.4M0.63%+25,12413F-HRTimeline
Callan Family Office, LLC59,788$17.3M1.1%+6,89713F-HRTimeline
&PARTNERS58,955$17.3M0.21%+12,10313F-HRTimeline
MontVue Capital Management, Inc.59,460$17.2M13.14%-60613F-HRTimeline
Dorsey & Whitney Trust CO LLC59,179$17.2M0.95%+2,71013F-HRTimeline
Portland Global Advisors LLC58,931$17.1M2.16%-16513F-HRTimeline
Warwick Investment Management, Inc.58,907$17.1M3.52%-9,42913F-HRTimeline
Palisades Hudson Asset Management, L.P.58,773$17M7.18%-1,49213F-HRTimeline
Glenview Trust Co58,753$17M0.32%+7713F-HRTimeline
Seven Post Investment Office LP58,523$17M6.49%-1,35613F-HRTimeline
Long Island Wealth Management, Inc.58,113$16.8M10.54%-17913F-HRTimeline
Westside Investment Management, Inc.57,984$16.8M3.54%+2513F-HRTimeline
DAVIS R M INC57,967$16.8M0.33%+20613F-HRTimeline
NorthRock Partners, LLC57,829$16.8M0.55%+2,29913F-HR/ATimeline
Sageworth Trust Co of South Dakota57,772$16.7M21.17%+39813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp57,475$16.7M0.5%+5,33113F-HRTimelineGroup
Peterson Wealth Advisors, LLC56,693$16.6M2.99%-3,92913F-HRTimeline
Coastline Trust Co57,274$16.6M1.94%-68413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LexAurum Advisors, LLC56,855$16.5M3.26%+3,77113F-HRTimeline
Goldstone Financial Group, LLC56,765$16.5M2.58%+2,36513F-HRTimeline
Argent Trust Co56,748$16.4M0.67%-49113F-HRTimeline
W.H. Cornerstone Investments Inc.56,475$16.4M10.93%-1,91013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC56,205$16.3M1.27%-1,41513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC56,049$16.2M1.87%+25,14813F-HRTimeline
Cresta Advisors, Ltd.57,087$16.2M8.45%013F-HRTimeline
Clark Asset Management, LLC55,592$16.1M3.01%+7,84113F-HRTimeline
Avion Wealth55,418$16.1M4.13%-3,25113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC55,414$16.1M1.86%-1113F-HRTimelineGroup
Empirical Finance, LLC55,300$16M0.93%-7413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.55,273$16M0.88%+1,28213F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED54,996$16M1.49%+9,87713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.55,092$16M1.11%+3,67413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC54,716$15.9M0.31%-10213F-HRTimeline
Lane & Associates LLC53,013$15.8M8.18%+4,74513F-HRTimeline
Lanham O'Dell & Company, Inc.54,507$15.8M8.65%+1,20613F-HRTimeline
Keeley-Teton Advisors, LLC54,441$15.8M1.83%+86913F-HRTimeline
Fairway Financial, LLC54,419$15.8M14.4%13F-HRTimeline
JFS WEALTH ADVISORS, LLC54,289$15.7M1.08%+4,37813F-HRTimeline
Legacy Financial Strategies, LLC54,379$15.7M3.39%-72213F-HRTimeline
Empirical Financial Services, LLC d.b.a…54,228$15.7M0.43%+2,03413F-HRTimeline
SELDON CAPITAL LP54,098$15.7M6.42%013F-HRTimeline
Trace Wealth Advisors, LLC54,044$15.7M14.04%13F-HRTimeline
Monument Group Wealth Advisors, LLC54,012$15.7M11.08%-3,10713F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC53,891$15.6M10.49%+83913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…53,878$15.6M3.81%-61013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…53,864$15.6M0.05%+27913F-HRTimelineGroup
TCI Wealth Advisors, Inc.53,661$15.6M1.3%+7013F-HRTimeline
Sanctuary Wealth Management, L.L.C.53,620$15.5M10.28%-2,68613F-HRTimeline
BFI Infinity Ltd.53,490$15.5M16.84%13F-HRTimeline