Skip to content
Disclosery

VTI VANGUARD INDEX FDS

Follow

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
Five Oceans Advisors9,690$2.81M1.29%-26013F-HRTimeline
Bragg Financial Advisors, Inc9,669$2.8M0.11%-20713F-HRTimeline
Paragon Private Wealth Management, LLC9,616$2.79M1.29%+1,61013F-HRTimeline
HMV Wealth Advisors, LLC9,526$2.76M2.76%13F-HRTimeline
Apex Wealth Management, LLC9,506$2.76M2.38%13F-HRTimeline
TriaGen Wealth Management LLC9,491$2.75M0.93%+5913F-HRTimeline
Fee-Only Financial Planning, L.C.9,481$2.75M1.77%-24413F-HRTimeline
Aviance Capital Partners, LLC9,457$2.74M0.38%+1,82413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…9,455$2.74M0.09%013F-HRTimelineGroup
Exchange Capital Management, Inc.9,440$2.74M0.43%-26213F-HRTimeline
Financial Strategies Group, Inc.9,520$2.73M0.65%-5013F-HRTimeline
OMNI 360 Wealth, Inc.9,428$2.73M1.82%-60613F-HR/ATimeline
THOMPSON INVESTMENT MANAGEMENT, INC.9,405$2.73M0.39%+9,31513F-HRTimeline
S&T Bank/PA9,397$2.72M0.87%013F-HRTimeline
Meredith Wealth Planning9,363$2.71M1.21%+5,44013F-HRTimeline
ANDERSON HOAGLAND & CO9,154$2.71M0.28%-6113F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV9,324$2.7M0.64%+1,25213F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC9,299$2.69M1.05%+58413F-HRTimeline
Wells Trecaso Financial Group, LLC9,289$2.69M0.88%+84713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,232$2.68M0.05%-75613F-HRTimelineGroup
Eldridge Investment Advisors, Inc.9,217$2.67M0.62%+26313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,192$2.66M0.1%-14313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments9,186$2.66M0.17%-3,00613F-HRTimelineGroup
Gemmer Asset Management LLC9,161$2.65M0.26%+46613F-HRTimeline
Fairman Group, LLC9,143$2.65M2.18%+4013F-HRTimeline
Councilor Wealth, LLC9,142$2.65M1.26%-3813F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…9,116$2.64M0.93%+7113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,095$2.64M0.2%+94613F-HRTimeline
Arcus Capital Partners, LLC10,136$2.63M0.83%-1013F-HRTimeline
Leo Wealth, LLC9,775$2.63M0.24%+78313F-HRTimeline
WPWealth LLP9,042$2.62M0.54%-1,00313F-HRTimeline
Tower Wealth Partners, Inc.9,040$2.62M1.37%+6,82013F-HRTimeline
Cook Wealth, LLC10,817$2.62M1.23%+2,23913F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC9,028$2.62M0.19%-96713F-HRTimeline
Cascade Investment Advisors, Inc.8,958$2.6M1.66%+53813F-HRTimeline
Collaborative Wealth Managment Inc.8,945$2.59M1.18%-14613F-HRTimeline
Visionary Wealth Advisors8,931$2.59M0.15%+65513F-HRTimeline
Certified Advisory Corp8,931$2.59M0.28%-3913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.8,922$2.59M1.73%+5,01613F-HRTimeline
Yoffe Investment Management, LLC8,908$2.58M3.83%13F-HR/ATimeline
Rakuten Securities, Inc.8,904$2.58M1.02%+2,69313F-HRTimeline
Glass Jacobson Investment Advisors llc8,892$2.58M0.85%+82913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Roehl & Yi Investment Advisors, LLC24,335$2.58M1.42%13F-HRTimeline
Trifecta Capital Advisors, LLC8,856$2.57M0.51%+2,12813F-HRTimeline
Hopwood Financial Services, Inc.8,854$2.57M1.94%13F-HRTimeline
Sound Stewardship, LLC8,848$2.56M1.52%+8713F-HRTimeline
NCM Capital Management, LLC8,846$2.56M1.16%+4,06113F-HRTimeline
Running Point Capital Advisors, LLC8,844$2.56M0.88%+8,28013F-HRTimeline
LongView Wealth Management8,793$2.55M0.78%-2713F-HRTimeline
Burns Matteson Capital Management, LLC8,776$2.54M1.43%-2313F-HRTimeline
Strategic Financial Services, Inc.8,738$2.53M0.15%-313F-HRTimeline
Tacita Capital Inc8,736$2.53M1.81%013F-HRTimeline
Brio Consultants, LLC8,730$2.53M0.4%+1,54013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC8,718$2.53M0.43%+1013F-HRTimeline
SwitchPoint Financial Planning, LLC8,715$2.53M2.42%13F-HRTimeline
Nabity-Jensen Investment Management Inc8,709$2.52M1.91%-7013F-HRTimeline
Estate Counselors, LLC8,706$2.52M0.27%+54913F-HRTimeline
Acorn Wealth Advisors, LLC8,703$2.52M1.04%-1,42413F-HRTimeline
Wiser Wealth Management, Inc8,701$2.52M0.71%-913F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …8,700$2.52M<0.01%+40013F-HRTimelineGroup
PCA Investment Advisory Services Inc.8,691$2.52M1.17%+16313F-HRTimeline
Alpha Cubed Investments, LLC8,682$2.52M0.12%-1,57313F-HRTimeline
Cedar Mountain Advisors, LLC8,666$2.51M0.55%013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC8,633$2.5M0.6%new13F-HRTimeline
CAPITAL ADVISORS INC/OK8,627$2.5M0.05%+1,20413F-HRTimeline
J. L. Bainbridge & Co., Inc.8,621$2.5M0.24%-11613F-HRTimeline
Net Worth Advisory Group8,611$2.5M0.76%+6,21813F-HRTimeline
Fiduciary Alliance LLC8,610$2.5M0.25%+27513F-HRTimeline
Financial Insights, Inc.8,605$2.49M0.93%-46113F-HRTimeline
Rossmore Private Capital8,574$2.48M0.31%+60013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC8,551$2.48M1.05%-23213F-HRTimeline
Tempus Wealth Planning, LLC8,536$2.47M0.76%-6213F-HRTimeline
Empire Financial Management Company, LLC8,512$2.47M0.77%-25513F-HRTimeline
Belmont Capital, LLC8,508$2.47M0.4%013F-HRTimeline
SkyOak Wealth, LLC8,507$2.47M0.53%+21113F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC8,505$2.46M1.41%-53813F-HRTimeline
Fortress Wealth Management, Inc.8,500$2.46M1.19%-26313F-HRTimeline
Sugarloaf Wealth Management, LLC8,479$2.46M0.46%+34213F-HRTimeline
Total Clarity Wealth Management, Inc.8,438$2.45M0.8%-5413F-HRTimeline
Bell Bank8,426$2.44M0.18%-50013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…8,379$2.43M0.93%+16113F-HRTimelineGroup
Werba Rubin Papier Wealth Management8,357$2.42M0.57%-44913F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…8,314$2.41M1.7%-2113F-HRTimeline
HBC Financial Services, PLLC8,309$2.41M1.48%-1,08113F-HRTimeline
MEMBERS WEALTH LLC8,044$2.4M1.79%13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.8,266$2.4M1.89%+1913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT8,236$2.39M0.02%-12613F-HRTimeline
Sprinkle Financial Consultants LLC8,221$2.38M1.62%013F-HRTimeline
Simmons Bankin group Simmons Bank8,206$2.38M0.17%+8013F-HRTimelineGroup
Waypoint Wealth Partners Inc.8,200$2.38M0.65%-1013F-HRTimeline
Waterway Wealth Management, LLC8,199$2.38M1.04%-47213F-HRTimeline
Williams Jones Wealth Management, LLC.8,173$2.37M0.03%-1,77913F-HRTimeline
Seed Wealth Management, Inc.8,165$2.37M1.91%-1,55013F-HRTimeline
Dash Acquisitions Inc.7,894$2.37M0.5%-74513F-HRTimeline
Talisman Wealth Advisors LLC8,148$2.36M2.51%+2113F-HRTimeline
INNEALTA CAPITAL, LLC8,134$2.36M1.15%+2,85013F-HRTimeline
EagleClaw Capital Managment, LLC8,132$2.36M0.37%013F-HRTimeline
Greenfield Savings Bank8,130$2.36M1.13%+1013F-HRTimeline
Aquire Wealth Advisors, LLC8,127$2.36M0.73%-14313F-HRTimeline
Everest Private Wealth8,121$2.35M2.07%13F-HRTimeline
Heritage Financial Services, LLC8,064$2.34M0.31%-65713F-HRTimeline
COURIER CAPITAL LLC8,047$2.33M0.16%-58813F-HRTimeline
HFG Advisors, Inc.8,030$2.33M2.03%+1313F-HRTimeline
Comprehensive Money Management Services…8,021$2.32M1.92%13F-HRTimeline
Horan Securities, Inc.7,968$2.31M0.88%+4,58313F-HRTimeline
KEB ASSET MANAGEMENT, LLC7,960$2.31M0.66%+43613F-HRTimeline
Rodgers & Associates, LTD7,957$2.31M0.27%-513F-HRTimeline
Holland Advisory Services, Inc.7,953$2.3M3.01%+24013F-HRTimeline
Fonville Wealth Management LLC7,948$2.3M0.76%-9513F-HRTimeline
Monument Capital Management7,904$2.29M0.63%013F-HRTimeline
Orca Investment Management, LLC7,902$2.29M2.15%-65813F-HRTimeline
Oxbow Advisors, LLC7,882$2.28M0.27%+2213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,853$2.28M0.02%+3513F-HRTimelineGroup
Howard Capital Management, LLC7,853$2.28M0.04%+1,09313F-HRTimeline
PINNEY & SCOFIELD, INC.140$2.27M1.72%13F-HRTimeline
Flywheel Private Wealth LLC7,842$2.27M2.09%13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC7,821$2.27M1.23%-9113F-HRTimeline
Neumann Capital Management, LLC7,813$2.26M0.75%+1013F-HRTimeline
Accent Capital Management, LLC7,811$2.26M1.29%-23713F-HRTimeline
McGlone Suttner Wealth Management, Inc.7,797$2.26M0.38%+3913F-HRTimeline
S.E.E.D. Planning Group LLC7,788$2.26M0.75%013F-HRTimeline
Cassaday & Co Wealth Management LLC7,785$2.26M0.06%-33413F-HRTimeline
Invst, LLC7,783$2.26M0.27%+4,63313F-HRTimeline
Pacifica Partners Inc.7,797$2.26M0.97%-11813F-HRTimeline
Madison Wealth Partners, Inc7,765$2.25M0.63%+2,19113F-HRTimeline
Austin Wealth Management, LLC7,574$2.24M0.47%+1313F-HRTimeline
Financial & Tax Architects, LLC7,719$2.24M0.57%-42,05813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,702$2.23M0.04%+81713F-HRTimelineGroup
Wealth Management Strategies, Inc.7,633$2.21M1.69%13F-HR/ATimeline
WATERSHED PRIVATE WEALTH LLC7,618$2.21M0.86%+113F-HRTimeline
Fourth Dimension Wealth, LLC7,615$2.21M1.15%13F-HRTimeline
EARNEST PARTNERS LLC7,593$2.2M0.01%+4,64613F-HRTimeline
Plum Street Advisors, LLC7,587$2.2M1.09%-1,35913F-HRTimeline
Latitude Advisors, LLC7,579$2.2M1.24%+15713F-HRTimeline
Cascade Wealth Advisors, Inc7,577$2.2M1.49%+82813F-HRTimeline
FIDUCIARY ADVISORS, INC.7,492$2.17M2.19%13F-HRTimeline
Kropog Financial Group, LLC7,481$2.17M1.99%13F-HRTimeline
New Republic Capital, LLC7,471$2.17M1.41%-3113F-HRTimeline
Parkworth Wealth Management, Inc.7,458$2.16M1.8%13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…7,457$2.16M2.24%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,443$2.16M0.05%+3513F-HRTimeline
Clark Capital Management Group, Inc.7,424$2.15M0.02%+6613F-HRTimeline
Center for Financial Planning, Inc.7,413$2.15M0.29%+78913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,409$2.15M0.29%-1,18613F-HRTimeline
Tilson Financial Group, Inc.7,331$2.14M0.87%+5,38913F-HRTimeline
Willis Johnson & Associates, Inc.7,385$2.14M0.16%-2,83813F-HRTimeline
Baldwin Investment Management, LLC7,373$2.14M0.28%+4813F-HRTimeline
Avos Capital Management, LLC7,131$2.13M1.73%13F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…7,355$2.13M1.04%+2113F-HRTimeline
Hill Investment Group Partners, LLC7,347$2.13M0.29%-5,24013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC7,345$2.13M1.98%+39313F-HRTimeline
Realta Investment Advisors7,253$2.13M0.87%+84513F-HRTimeline
Paladin Advisory Group, LLC7,332$2.12M1.63%+1,02713F-HRTimeline
SPC Financial, Inc.7,321$2.12M0.18%+30013F-HRTimeline
American Investment Services, Inc.7,309$2.12M0.37%-44113F-HR/ATimeline
Intellectus Partners, LLC7,304$2.12M0.47%+6,29313F-HRTimeline
Octavia Wealth Advisors, LLC7,303$2.12M0.26%-79513F-HRTimeline
Sovran Advisors, LLC7,326$2.11M0.3%13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.7,285$2.11M<0.01%013F-HRTimelineGroup
Pallas Capital Advisors LLC7,217$2.09M0.09%013F-HRTimeline
Hobbs Group Advisors, LLC7,181$2.08M0.78%-1,50513F-HRTimeline
Intellus Advisors LLC7,175$2.08M0.36%13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …7,154$2.07M0.03%+1,39813F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,154$2.07M0.09%+1,66413F-HRTimelineGroup
FLC Capital Advisors7,149$2.07M0.48%-3,53413F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/7,117$2.06M0.13%-18613F-HRTimeline
Pekin Hardy Strauss, Inc.7,076$2.05M0.26%-11513F-HRTimeline
RS CRUM INC.7,037$2.04M0.5%+113F-HRTimeline
Manhattan West Asset Management, LLC7,030$2.04M0.55%-54013F-HRTimeline
Covestor Ltd7,025$2.04M1.28%+29313F-HRTimeline
Clarus Wealth Advisors7,064$2.03M1.01%+713F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.7,010$2.03M1.82%13F-HRTimeline
Cornerstone Financial Group, LLC /NE/6,979$2.02M1.99%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…6,961$2.02M<0.01%013F-HR/ATimeline
Avidian Wealth Enterprises, LLC6,946$2.01M0.09%+27213F-HRTimeline
GILL CAPITAL PARTNERS, LLC6,929$2.01M0.72%-29013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,927$2.01M0.78%+35713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP6,916$2M0.19%-5513F-HRTimelineGroup
MOSAIC FINANCIAL GROUP, LLC6,910$2M1.44%-2613F-HRTimeline
Sivia Capital Partners, LLC6,899$2M0.99%+52713F-HRTimeline
Summit Wealth Group, LLC6,870$1.99M0.58%-69413F-HRTimeline
RDA Financial Network6,864$1.99M0.58%-21113F-HRTimeline
Clarendon Private LLC6,864$1.99M2.08%13F-HRTimeline
Steigerwald, Gordon & Koch Inc.6,848$1.98M0.22%+47813F-HRTimeline
WMG Financial Advisors, LLC6,834$1.98M0.85%-23213F-HRTimeline
First National Trust Co6,805$1.97M0.07%+1,81813F-HRTimeline
Whelan Financial6,802$1.97M0.78%+5013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,797$1.97M0.16%-2013F-HRTimeline
Integrity Wealth Solutions LLC6,796$1.97M1.1%+36413F-HRTimeline
Walkner Condon Financial Advisors LLC6,786$1.97M0.4%-12313F-HRTimeline
Rice Partnership, LLC6,772$1.96M0.37%-18213F-HRTimeline
Acropolis Investment Management, LLC6,767$1.96M0.12%+46813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC6,764$1.96M0.28%+3213F-HRTimeline
RTD Financial Advisors, Inc.6,743$1.95M0.25%013F-HRTimeline
iA Global Asset Management Inc.6,728$1.95M0.03%new13F-HRTimeline
NWK Group, Inc.6,711$1.94M0.75%013F-HRTimeline
Avalon Trust Co6,700$1.94M0.14%-62413F-HRTimeline
LPWM LLC6,670$1.93M0.62%-69113F-HRTimeline
Interchange Capital Partners, LLC6,665$1.93M0.7%-113F-HRTimeline
Peak Retirement Planning, Inc.6,655$1.93M1.3%13F-HRTimeline