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Disclosery

VUG VANGUARD INDEX FDS

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COM (fund)

2,480 managers (2,505 13F filers) reported a position in VUG shares at 2024-12-31, 244,223,303 shares in all. 148 filers opened a position and 65 filers sold out during the quarter.

Managers
2,480
13F filers
2,505
New
148
Added
936
Reduced
781
Sold out
65
Shares held by filers
244,223,303

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
Davis Capital Management83$34.1K0.03%013F-HRTimeline
Keener Financial Planning LLC83$34K0.02%013F-HRTimeline
Global Trust Asset Management, LLC82$33.7K0.01%+7513F-HRTimeline
Cardinal Strategic Wealth Guidance80$32.8K0.01%new13F-HRTimeline
Providence First Trust Co80$32.8K0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.72$29.6K0.02%13F-HRTimeline
Legend Financial Advisors, Inc.71$29.1K0.02%013F-HRTimeline
Human Investing LLC68$27.9K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.68$27.9K0.02%13F-HRTimeline
Rice Partnership, LLC67$27.5K0.01%013F-HRTimeline
Riverview Trust Co64$26.3K0.02%-11813F-HRTimeline
AlphaMark Advisors, LLC64$26K0.01%013F-HRTimeline
Element Wealth, LLC63$25.9K0.01%013F-HRTimeline
Accredited Wealth Management, LLC63$25.9K0.02%13F-HRTimeline
Family Manage LLC60$24.6K<0.01%013F-HRTimeline
Castleview Partners, LLC58$23.8K0.01%013F-HR/ATimeline
AllSquare Wealth Management LLC56$23K0.01%013F-HRTimeline
Kiker Wealth Management, LLC52$21.3K0.02%13F-HRTimeline
Mountain Hill Investment Partners Corp.52$21.3K0.02%13F-HRTimeline
HighMark Wealth Management LLC50$20.6K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.50$20.5K0.02%13F-HRTimeline
Paladin Advisory Group, LLC49$20.1K0.02%013F-HRTimeline
CURIO WEALTH, LLC47$19.3K0.01%13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS46$18.9K0.01%013F-HRTimeline
Towne Trust Company, N.A46$18.9K0.01%new13F-HRTimeline
Blume Capital Management, Inc.45$18.5K<0.01%013F-HRTimeline
Kentucky Trust Co45$18.5K0.01%13F-HRTimeline
Bullock Wealth Management Group45$18.5K0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd44$18.1K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC43$17.6K0.02%13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC42$17.3K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC42$17.2K0.03%13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.41$17.2K0.01%new13F-HRTimeline
Sherman Asset Management, Inc.41$16.8K0.02%13F-HRTimeline
Clark Wealth Partners39$16K0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC40$16K0.01%13F-HRTimeline
Nova Wealth Management, Inc.37$15.2K0.01%13F-HRTimeline
ROSS\JOHNSON & Associates LLC36$14.8K0.34%13F-HRTimeline
Pathway Financial Advisers, LLC35$14K<0.01%new13F-HRTimeline
Clarkston Capital Partners, LLC34$14K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC34$14K0.01%013F-HRTimeline
Peachtree Investment Partners, LLC32$13.1K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC32$13.1K0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division31$12.7K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC29$12K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd27$11.1K<0.01%13F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC25$10.3K0.01%013F-HRTimeline
Sterling Capital Management LLC25$10.3K<0.01%013F-HRTimeline
Granite Investment Partners, LLC24$9.85K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC23$9.44K<0.01%013F-HRTimeline
Mainstream Capital Management LLC23$9.44K0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC22$9.03K<0.01%013F-HRTimeline
Peoples Bank/KS22$9.03K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…21$8.62K<0.01%013F-HRTimelineGroup
SIMA Wealth Partners, LLC17$7.08K0.01%013F-HRTimeline
Front Row Advisors LLC17$6.98K<0.01%013F-HRTimeline
NWK Group, Inc.17$6.98K<0.01%013F-HRTimeline
PSI Advisors, LLC16$6.29K<0.01%013F-HRTimeline
Red Tortoise LLC13$5.34K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC13$5.02K0.01%13F-HRTimeline
Atlatl Advisers LLC12$4.92K<0.01%13F-HRTimeline
West Oak Capital, LLC1,048$4.3K0.15%013F-HR/ATimeline
Byrne Asset Management LLC10$4.1K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC9$3.69K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…9$3.69K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC9$3.69K<0.01%013F-HRTimelineGroup
CAPITAL & PLANNING, LLC8$3.28K<0.01%13F-HRTimeline
Delos Wealth Advisors, LLC5$2.05K<0.01%013F-HRTimeline
ROGCO, LP5$2.05K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC4$1.64K0.03%13F-HRTimeline
IFS Advisors, LLC3$1.23K<0.01%new13F-HRTimeline
Luminist Capital LLC3$1.23K<0.01%13F-HRTimeline
Householder Group Estate & Retirement S…4$1K<0.01%-2,00913F-HRTimeline
West Branch Capital LLC2$821<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.2$821<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1$6780.06%-1,02213F-HRTimeline
POM Investment Strategies, LLC1$410<0.01%013F-HRTimeline
Roble, Belko & Company, Inc1$00%013F-HRTimelineValue filed as zero, left out of ratios.
Members Trust Co59,415$24.4B+80013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.
Legacy Financial Group LLC5,688$2.33Bnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.