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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
United Community Bankin group United Community Bank6,652$1.93M0.75%+3513F-HRTimelineGroup
Fermata Advisors, LLC6,597$1.91M0.36%+27613F-HRTimeline
L. Roy Papp & Associates, LLP6,584$1.91M0.22%-3913F-HRTimeline
Mills Wealth Advisors LLC6,676$1.91M1.08%-12413F-HRTimeline
Falcon Wealth Planning6,565$1.9M0.21%-8513F-HRTimeline
True Wealth Design, LLC6,553$1.9M0.74%-12413F-HRTimeline
Penobscot Investment Management Company…6,545$1.9M0.17%-6813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…6,541$1.9M0.47%+3613F-HRTimeline
KFA Private Wealth Group, LLC6,513$1.89M0.79%+6513F-HRTimeline
Accredited Wealth Management, LLC6,511$1.89M1.65%13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,466$1.88M0.03%+4013F-HRTimeline
Paulson Wealth Management Inc.6,460$1.87M0.51%-57113F-HRTimeline
EVERETT HARRIS & CO /CA/6,417$1.86M0.02%013F-HRTimeline
Bath Savings Trust Co6,414$1.86M0.19%+13713F-HRTimeline
Schneider Downs Wealth Management Advis…6,413$1.86M0.35%+16613F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.6,410$1.86M0.16%013F-HRTimeline
HCR Wealth Advisors6,394$1.85M0.23%+20413F-HRTimeline
Tradition Wealth Management, LLC6,393$1.85M0.16%+17213F-HRTimeline
LifeGoal Investments, LLC6,385$1.85M2.01%13F-HRTimeline
DecisionMap Wealth Management, LLC6,375$1.85M1.46%13F-HRTimeline
MB Generational Wealth, LLC6,367$1.85M1.35%013F-HRTimeline
BANK OF STOCKTON6,366$1.84M0.56%+2,35613F-HRTimeline
IronBridge Private Wealth, LLC6,338$1.84M0.67%+3513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,327$1.83M0.37%+4413F-HRTimeline
ACAS, LLC6,095$1.83M1.35%-72613F-HRTimeline
Baron Financial Group, LLC6,285$1.82M1.13%-5013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6,278$1.82M0.85%013F-HRTimeline
WOLVERINE TRADING, LLC6,256$1.82M0.04%+1,71213F-HRTimeline
Bay Rivers Group6,274$1.82M0.88%-2113F-HRTimeline
Vawter Financial, Ltd.6,273$1.82M1.09%-29513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC6,265$1.82M1.5%-50013F-HRTimeline
Park Edge Advisors, LLC6,248$1.81M0.53%+5113F-HRTimeline
MONTAG A & ASSOCIATES INC6,245$1.81M0.09%+21613F-HRTimeline
LVW Advisors, LLC6,243$1.81M0.22%-813F-HRTimeline
Busey Bank6,227$1.8M0.06%+43113F-HRTimeline
Stockman Wealth Management, Inc.6,205$1.8M0.28%+29113F-HRTimeline
Main Street Group, LTD6,203$1.8M0.67%-11213F-HRTimeline
Galvin, Gaustad & Stein, LLC6,197$1.8M0.16%-28713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,196$1.8M0.06%-8313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Measured Wealth Private Client Group, L…6,193$1.79M0.58%+1,32613F-HRTimeline
Westfuller Advisors, LLC6,179$1.79M1.14%+3913F-HRTimeline
Etesian Wealth Advisors, Inc.6,176$1.79M0.79%+50313F-HRTimeline
Family Firm, Inc.6,165$1.79M0.4%+8313F-HRTimeline
Echo Wealth Management, LLC6,164$1.79M1.23%013F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.6,159$1.78M1.25%013F-HRTimeline
BIRCHBROOK, INC.6,154$1.78M1.01%+313F-HRTimeline
Austin Private Wealth, LLC6,153$1.78M0.17%+18413F-HRTimeline
FSA Investment Group, LLC6,180$1.78M1.55%13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC6,145$1.78M0.41%013F-HRTimeline
NDVR, Inc.6,140$1.78M1.7%-42413F-HRTimeline
Bull Street Advisors, LLC6,132$1.78M0.86%+12013F-HRTimeline
Altura Wealth Advisors Inc.6,122$1.77M1.31%-2,82913F-HRTimeline
Copperleaf Capital, LLC6,105$1.77M1.12%+27913F-HRTimeline
Allegheny Financial Group6,073$1.76M0.45%+5813F-HRTimeline
Transce3nd, LLC5,999$1.76M0.59%13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC6,058$1.76M1.52%+57613F-HRTimeline
Aspiring Ventures, LLC5,917$1.75M1.11%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,040$1.75M0.02%+1,88113F-HRTimelineGroup
Innova Wealth Partners6,037$1.75M1.1%new13F-HRTimeline
Fort Sheridan Advisors LLC6,037$1.75M0.26%-50013F-HRTimeline
CENTAURUS FINANCIAL, INC.6,021$1.75M0.11%+1,03313F-HRTimeline
Sepio Capital, LP5,993$1.74M0.14%+1113F-HRTimeline
Eaton Financial Holdings Company, LLC5,986$1.73M0.67%-4313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC5,977$1.73M0.65%-4113F-HRTimeline
CNB Bank5,969$1.73M0.8%-22513F-HRTimeline
ORG Partners LLC5,964$1.73M0.23%-7413F-HRTimeline
Milestone Asset Management Group, LLC5,949$1.72M1.54%13F-HRTimeline
MYECFO, LLC5,941$1.72M0.93%-90013F-HRTimeline
Sharkey, Howes & Javer5,931$1.72M0.24%+72813F-HRTimeline
ADIRONDACK TRUST CO5,910$1.71M0.65%+33013F-HRTimeline
McKinley Carter Wealth Services, Inc.5,909$1.71M0.1%-9713F-HRTimeline
Curi Capital, LLC5,907$1.71M0.04%+213F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding5,890$1.71MnewTimeline
Heritage Wealth Advisors5,862$1.7M0.08%+6213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,854$1.7M0.14%013F-HRTimeline
Magnus Financial Group LLC5,806$1.68M0.16%-413F-HRTimeline
Oldfather Financial Services, LLC5,802$1.68M0.64%+63313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,798$1.68M0.06%+9413F-HRTimeline
SP Asset Management LLC5,797$1.68M0.14%-4613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5,794$1.68M0.28%+10213F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC5,787$1.68M1.83%13F-HRTimeline
MFA Wealth Services5,784$1.68M1.34%13F-HRTimeline
Orgel Wealth Management, LLC5,780$1.68M0.04%+1,84213F-HRTimeline
Outlook Wealth Advisors, LLC5,773$1.67M0.48%-32213F-HRTimeline
FIDUCIARY COUNSELLING INC5,761$1.67M4.47%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
True Vision MN LLC5,742$1.66M0.99%-3,45813F-HRTimeline
Financial Connections Group, Inc.5,738$1.66M0.8%-3113F-HRTimeline
Legacy Edge Advisors, LLC5,714$1.66M0.26%-8413F-HRTimeline
Encompass More Asset Management5,730$1.66M0.55%+83913F-HRTimeline
Cornell Pochily Investment Advisors, In…5,720$1.66M0.58%+1013F-HRTimeline
Verdence Capital Advisors LLC5,719$1.66M0.13%+9213F-HRTimeline
RCS Financial Planning, LLC5,717$1.66M0.88%+3,42713F-HRTimeline
BlueSky Wealth Advisors, LLC5,700$1.65M0.26%013F-HRTimeline
VestGen Investment Management5,684$1.65M0.45%-39113F-HRTimeline
ETF Store, Inc.5,676$1.65M2.04%+313F-HRTimeline
XML Financial, LLC5,676$1.64M0.15%-8113F-HRTimeline
Next Level Private LLC5,643$1.64M0.66%+3113F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …5,618$1.63M0.13%+83513F-HRTimeline
First Command Advisory Services, Inc.5,597$1.62M0.02%-19913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …5,594$1.62M0.23%13F-HRTimeline
Security Financial Services, INC.5,593$1.62M0.33%-5413F-HRTimeline
DAVIDSON TRUST CO5,588$1.62M0.83%013F-HRTimeline
Ascent Wealth Partners, LLC5,588$1.62M0.22%+1,53013F-HRTimeline
US FINANCIAL ADVISORS, LLC5,584$1.62M0.5%+3,61013F-HRTimeline
Secure Asset Management, LLC5,576$1.62M0.25%+1,70413F-HRTimeline
Texas Yale Capital Corp.5,567$1.61M0.06%+3213F-HRTimeline
Canvas Wealth Advisors, LLC5,555$1.61M0.4%-1,42013F-HRTimeline
Hamilton Wealth, LLC5,537$1.6M0.39%+37713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,533$1.6M0.2%-1,67813F-HRTimelineGroup
Edgestream Partners, L.P.5,531$1.6M0.07%-2,23313F-HRTimeline
AF Advisors, Inc.5,518$1.6M0.22%+11013F-HRTimeline
EFG Private Wealth Management (Americas…5,513$1.6M0.31%-2,48013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,505$1.6M0.15%+413F-HR/ATimeline
Impact Capital Partners LLC5,491$1.59M0.57%13F-HRTimeline
Capital Planning LLC5,472$1.59M0.42%+3,39313F-HRTimeline
Advisor Resource Council5,472$1.59M1.14%+2,78113F-HRTimeline
ASSET PLANNING CORPORATION5,463$1.58M0.99%+413F-HRTimeline
Harbour Capital Advisors, LLC5,400$1.58M0.35%-18213F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT5,459$1.58M0.07%-6813F-HRTimeline
Vantage Financial Partners, LLC5,447$1.58M0.39%+4813F-HRTimeline
BIP Alliance, LLC5,430$1.57M0.67%13F-HRTimeline
Bison Wealth, LLC5,428$1.57M0.35%+1713F-HRTimeline
WNY Asset Management, LLC5,410$1.57M0.19%-1513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,399$1.56M0.06%-88013F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.5,377$1.56M1.05%-32713F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA5,195$1.56M0.87%+7513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES5,368$1.56M0.59%-6613F-HRTimeline
Confluence Wealth Services, Inc.5,143$1.55M0.1%+22213F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …5,260$1.55M0.2%013F-HRTimelineGroup
Morton Brown Family Wealth, LLC5,348$1.55M0.54%+59513F-HRTimeline
Aspire Capital Advisors LLC5,346$1.55M0.44%-54213F-HRTimeline
Grandview Asset Management LLC5,344$1.55M0.57%new13F-HRTimeline
CURA WEALTH ADVISORS, LLC5,341$1.55M0.68%13F-HRTimeline
AMERIFLEX GROUP, INC.5,182$1.55M0.71%13F-HRTimeline
FCA CORP /TX5,321$1.54M0.48%+313F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,314$1.54M0.47%+3,86613F-HRTimeline
Wingate Wealth Advisors, Inc.5,312$1.54M1.51%13F-HRTimeline
Valtinson Bruner Financial Planning LLC5,301$1.54M0.54%+5113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,290$1.53M0.19%+15713F-HRTimelineGroup
WORLD EQUITY GROUP, INC.5,286$1.53M0.33%+2,61413F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC5,283$1.53M0.02%+32813F-HRTimeline
Westshore Wealth, LLC5,264$1.53M0.62%+1113F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,248$1.52M0.27%+12413F-HRTimeline
Northwest Quadrant Wealth Management, L…5,233$1.52M0.34%-5013F-HRTimeline
Objective Capital Management, LLC5,222$1.51M1.01%013F-HRTimeline
Family Manage LLC5,221$1.51M0.25%+2,30213F-HRTimeline
CHAPIN DAVIS, INC.5,336$1.51M0.49%013F-HRTimeline
Premier Path Wealth Partners, LLC5,212$1.51M0.23%+1013F-HRTimeline
BKM Wealth Management, LLC5,202$1.51M0.62%+113F-HRTimeline
Goelzer Investment Management, Inc.5,201$1.51M0.09%-38613F-HRTimeline
Courage Miller Partners, LLC5,186$1.5M0.51%-113F-HRTimeline
Asset Advisors Investment Management, L…5,176$1.5M0.16%+9713F-HRTimeline
Quest 10 Wealth Builders, Inc.5,173$1.5M1.49%13F-HRTimeline
Wealthquest Corp5,168$1.5M0.12%+113F-HRTimeline
LBJ Family Wealth Advisors, Ltd.5,156$1.49M0.89%+26413F-HR/ATimeline
Turn8 Private Wealth Inc.5,155$1.49M1.07%13F-HRTimeline
Wealth Group Ltd5,135$1.49M0.43%-4313F-HRTimeline
TBH Global Asset Management, LLC5,126$1.49M0.35%-5313F-HRTimeline
Global Assets Advisory, LLC5,124$1.48M0.82%-87913F-HRTimeline
IFG Advisors, LLC5,101$1.48M0.29%+55713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,099$1.48M0.54%-113F-HRTimeline
Wealthspire Retirement, LLC5,095$1.48M0.12%-29513F-HRTimeline
PARTHENON LLC5,090$1.48M0.18%+15013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…5,081$1.47M0.32%+43413F-HRTimeline
Winthrop Capital Management, LLC5,059$1.47M0.39%+313F-HRTimeline
VESTOR CAPITAL, LLC5,069$1.47M0.11%-15413F-HRTimeline
CATALYST PRIVATE WEALTH, LLC5,058$1.47M0.65%013F-HRTimeline
Covenant Asset Management, LLC5,050$1.46M0.32%-14213F-HRTimeline
JGP Wealth Management, LLC5,049$1.46M0.19%+97113F-HRTimeline
Accretive Wealth Partners, LLC5,029$1.46M0.62%013F-HRTimeline
Focused Wealth Management, Inc5,029$1.46M0.2%-47213F-HRTimeline
King Wealth Management Group5,021$1.46M0.21%013F-HRTimeline
FourThought Financial Partners, LLC5,017$1.45M0.15%+24513F-HRTimeline
PACIFIC FINANCIAL GROUP INC5,015$1.45M1.08%-10613F-HRTimeline
Parkside Investments, LLC5,000$1.45M0.22%013F-HRTimeline
AtlasMark Financial, Inc5,000$1.45M1.33%013F-HRTimeline
Meridian Wealth Advisors, LLC4,994$1.45M0.24%+37713F-HRTimeline
Frisch Financial Group, Inc.4,990$1.45M0.44%+613F-HRTimeline
Prosperity Consulting Group, LLC4,969$1.44M0.11%+2,35713F-HRTimeline
Joel Adams & Associates, Inc.4,934$1.43M1.3%13F-HRTimeline
Mason & Associates Inc4,930$1.43M0.34%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC4,922$1.43M0.47%-5513F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC4,922$1.43M0.08%-24513F-HRTimeline
Lauer Wealth, LLC4,912$1.42M0.95%+58113F-HRTimeline
Perkins Coie Trust Co4,906$1.42M0.31%-213F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.4,709$1.42M1.26%13F-HRTimeline
Old North State Wealth Management, LLC4,874$1.41M0.79%+10413F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,858$1.41M0.15%13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC4,839$1.4M0.78%013F-HRTimeline
HHM Wealth Advisors, LLC4,832$1.4M0.19%-10013F-HRTimeline
Summit Financial Strategies, Inc.4,826$1.4M0.15%+11013F-HRTimeline
Strategent Financial, LLC4,823$1.4M1.39%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,818$1.4M0.55%-14813F-HRTimeline
Sensible Money, LLC4,809$1.39M0.61%013F-HRTimeline
Autumn Glory Partners, LLC4,806$1.39M0.68%+58613F-HRTimeline
FSA Wealth Management LLC4,802$1.39M0.56%+613F-HRTimeline
Brick & Kyle, Associates4,801$1.39M0.59%+2513F-HRTimeline
VISTA INVESTMENT MANAGEMENT4,779$1.39M0.53%-3413F-HRTimeline
Quadrant Private Wealth Management, LLC4,767$1.38M0.34%+1,40513F-HRTimeline
Heritage Investment Group, Inc.4,762$1.38M0.26%013F-HRTimeline