Skip to content
Disclosery

VUG VANGUARD INDEX FDS

Follow

COM (fund)

2,875 managers (2,903 13F filers) reported a position in VUG shares at 2026-06-30, 1,656,975,689 shares in all. 228 filers opened a position and 76 filers sold out during the quarter.

Managers
2,875
13F filers
2,903
New
228
Added
2,575
Reduced
33
Sold out
76
Shares held by filers
1,656,975,689

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
GOLDEN ROAD ADVISORS LLC700,912$60.4M29.28%+585,95213F-HRTimeline
Summit Financial Wealth Advisors, LLC679,485$58.5M7.48%+567,69113F-HRTimeline
MBM WEALTH CONSULTANTS, LLC666,368$57.4M11.07%+558,24813F-HRTimeline
Foundations Investment Advisors, LLC658,936$56.8M0.58%+550,29113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC650,199$56M6.87%+545,84213F-HRTimeline
CFS Investment Advisory Services, LLC652,189$55.8M3.72%+544,75113F-HRTimeline
Wealthfront Advisers LLC637,823$54.9M0.11%+535,49813F-HRTimeline
Wealth Analytics Partners, LLC630,086$54.8M19.87%+523,45613F-HRTimeline
J.W. COLE ADVISORS, INC.633,442$54.6M0.94%new13F-HRTimeline
Warwick Investment Management, Inc.629,625$54.2M6.09%+556,82113F-HRTimeline
Fee-Only Financial Planning, L.C.629,499$54.2M29.06%+523,43113F-HRTimeline
Mesirow Financial Investment Management…622,377$53.6M0.84%+523,99413F-HRTimeline
TL Private Wealth620,337$53.3M19.54%+514,12313F-HRTimeline
Old Mission Investment Co LLC615,335$53M11.03%+513,80213F-HRTimeline
Perigon Wealth Management, LLC614,209$52.9M0.84%+510,19513F-HRTimeline
Cornerstone Wealth Advisors, Inc.611,057$52.6M11.03%+509,18513F-HRTimeline
FIRST HORIZON CORP610,032$52.5M2.02%+509,75913F-HRTimeline
Rise Advisors, LLC609,959$52.5M14.79%+505,23113F-HRTimeline
Duncan Williams Asset Management, LLC607,777$52.4M11.8%+508,81113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC603,992$52M8.29%+506,14613F-HRTimeline
AE Wealth Management LLC602,395$51.9M0.24%+503,08113F-HRTimeline
Dodds Wealth, LLC600,150$51.7M11.63%+498,81913F-HRTimeline
Strata Wealth Advisors, LLC592,408$51M12.45%+493,04413F-HRTimeline
Chaney Capital Management, Inc.587,146$50.6M15.9%+470,08413F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC592,078$50.5M19.79%+496,17613F-HRTimeline
GenWealth Group, Inc.583,351$50.2M7.83%+486,63113F-HRTimeline
Wealth Management Strategies, Inc.581,578$50.1M19.58%+489,76913F-HRTimeline
JNBA Financial Advisors581,566$50.1M3.79%+483,82013F-HRTimeline
Global Strategic Investment Solutions, …580,979$50M4.48%+484,19713F-HRTimeline
Certified Advisory Corp580,439$50M4.03%+484,37713F-HRTimeline
PFG Advisors571,575$49.2M2.48%+473,93213F-HRTimeline
Jacobsen Capital Management569,155$49M14.34%+473,34413F-HRTimeline
First Pacific Financial566,990$48.8M5.82%+472,55113F-HRTimeline
One Capital Management, LLC111,641$48.8M1.36%013F-HRTimeline
Wolff Financial Management LLC563,790$48.6M9.68%+470,73613F-HRTimeline
HB Wealth Management, LLC557,703$48M0.27%+476,89513F-HRTimeline
NI ACQUISITIONS COMPANY, LLC551,896$47.5M20.29%13F-HRTimeline
MGO ONE SEVEN LLC551,787$47.5M0.79%+460,60213F-HRTimeline
Compound Planning, Inc.544,731$46.9M1.23%+456,62113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV540,084$46.5M0.67%+450,72513F-HRTimeline
Global Retirement Partners, LLC535,081$46.1M0.7%13F-HRTimeline
VestGen Advisors, LLC533,784$46M1.35%+35,34613F-HRTimeline
Bishop & Co Investment Management, LLC530,376$45.7M14.07%+442,52713F-HRTimeline
Joel Isaacson & Co., LLC523,090$45.1M1.3%+440,66313F-HRTimeline
Eagle Strategies LLC521,516$44.9M4.46%+478,69413F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC518,759$44.7M10.74%+434,84613F-HRTimeline
NWAM LLC515,743$44.4M2.22%+428,72113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC513,362$44.2M0.07%+423,91813F-HRTimelineGroup
Destiny Wealth Partners, LLC513,656$43.8M6.17%+423,19413F-HRTimeline
Newton One Investments LLC505,882$43.6M10.97%+419,42113F-HRTimeline
Scott Capital Advisors, LLC500,282$43.1M6.75%+415,90913F-HRTimeline
Advisory Services Network, LLC493,893$42.5M0.49%+414,05313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC484,778$41.8M4.78%+403,81513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources484,413$41.7M0.01%+401,64813F-HRTimelineGroup
Integrated Wealth Concepts LLC479,122$41.3M0.27%+410,77413F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK477,706$41.1M0.18%+398,62113F-HRTimelineGroup
Arcadia Wealth Management, LLC472,892$40.7M12.79%+393,35513F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC471,062$40.6M10.6%+394,61913F-HRTimeline
McNamara Financial Services, Inc.469,940$40.5M6.98%+392,38013F-HRTimeline
Marble Wealth, LLC466,691$40.2M6.15%+391,96313F-HRTimeline
TD Capital Management LLC460,518$39.7M3.24%+383,80213F-HRTimeline
Bragg Financial Advisors, Inc459,273$39.6M1.06%+382,94013F-HRTimeline
Tilson Financial Group, Inc.457,942$39.4M10.85%+385,53313F-HRTimeline
Legacies Wealth LLC457,940$39.4M21.61%+385,47413F-HRTimeline
Farther Finance Advisors, LLC455,234$39.2M0.31%+389,35213F-HRTimeline
WEALTHSPAN PARTNERS, LLC454,623$39.2M12.34%+379,23213F-HRTimeline
Pure Financial Advisors, LLC453,868$39.1M0.5%+377,22413F-HRTimeline
American Investment Services, Inc.451,625$38.9M8.22%+372,30413F-HRTimeline
Brookwood Investment Group LLC447,622$38.6M4.47%+376,64013F-HRTimeline
AIRE ADVISORS, LLC447,120$38.5M6.27%+372,71113F-HRTimeline
Apella Capital, LLC447,495$38.4M0.54%+372,74513F-HRTimeline
ANDERSON HOAGLAND & CO445,408$38.4M3.01%+365,94613F-HRTimeline
Evolution Advisers, Inc.442,641$38.1M14.01%+370,92213F-HRTimeline
IMA Advisory Services, Inc.430,119$37.1M2.32%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC428,848$36.9M5.34%+357,50713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…427,691$36.8M0.28%new13F-HRTimelineGroup
Crews Bank & Trust424,148$36.5M4.77%+356,37113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.423,930$36.5M8.52%+351,35013F-HRTimeline
Kingsview Wealth Management, LLC423,135$36.4M0.44%+350,95413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC416,280$35.9M9.19%+350,77013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.414,195$35.7M4.53%+344,99713F-HR/ATimeline
VeraBank, N.A.413,193$35.6M5.89%+351,08713F-HRTimeline
Meridian Wealth Management, LLC399,284$35.2M1.09%+333,99513F-HRTimeline
Financial Advisors Network, Inc.408,191$35.2M4.31%+342,57613F-HRTimeline
REAP Financial Group, LLC407,870$35.1M6%+342,72813F-HRTimeline
Trek Financial, LLC407,437$35.1M1.74%+381,53313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC405,103$34.9M13.27%+337,02613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…402,640$34.7M0.55%+335,41413F-HRTimelineGroup
Black Diamond Financial, LLC401,654$34.6M3.05%+333,78413F-HRTimeline
Prospera Financial Services Inc399,200$34.4M0.5%+327,95513F-HRTimeline
DAGCO, INC.397,557$34.2M6.33%+334,89213F-HRTimeline
Cannon Financial Strategists, Inc.395,858$34.1M3.88%+330,09313F-HRTimeline
AdvisorNet Financial, Inc395,280$34M1.56%+336,60313F-HRTimeline
WARNER FINANCIAL, INC394,862$34M10%+330,49213F-HRTimeline
Investment Advisory Group, LLC394,770$34M7.38%+333,83413F-HRTimeline
Zhang Financial LLC393,248$33.9M0.99%+331,30413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC392,904$33.8M0.62%+325,35813F-HRTimeline
EVERETT HARRIS & CO /CA/391,833$33.8M0.41%+326,02313F-HRTimeline
Ellis Investment Partners, LLC390,392$33.6M5.1%+323,97313F-HRTimeline
Belpointe Asset Management LLC387,547$33.4M1.09%+321,01513F-HRTimeline
Parker Financial LLC386,251$33.3M12.17%+320,41213F-HRTimeline
Carter Financial, LLC385,809$33.2M24.92%+321,23513F-HRTimeline
Waterford Advisors, LLC385,700$33.2M9.07%+323,18013F-HRTimeline
United Financial Planning Group LLC385,232$33.2M16.87%+322,58313F-HRTimeline
Sovereign Financial Group, Inc.384,778$33.1M5.07%+321,90613F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.382,074$32.9M11.97%+344,85413F-HRTimeline
BlueStem Wealth Partners, LLC380,355$32.8M3.26%+315,54313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding378,672$32.6M+354,035Timeline
Blankinship & Foster, LLC378,149$32.6M6.57%+311,47813F-HRTimeline
R. W. Roge & Company, Inc.377,056$32.5M13.78%+313,49713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.375,591$32.4M1.96%+311,95013F-HRTimelineGroup
Trust Co of the South371,311$32M4.5%+314,56313F-HRTimeline
Tulsa Wealth Advisors, INC366,691$31.6M4.45%+311,06313F-HRTimeline
Clearstead Advisors, LLC366,233$31.5M0.3%+281,64013F-HRTimeline
BEACON FINANCIAL GROUP365,100$31.4M2.86%+305,16913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV364,203$31.4M1.5%+303,86513F-HRTimeline
Arete Wealth Advisors, LLC361,436$31.2M2.06%+303,24513F-HR/ATimeline
Towerpoint Wealth, LLC360,346$31M10.78%+297,90813F-HRTimeline
GoalVest Advisory LLC358,178$30.9M5.72%+288,20513F-HRTimeline
Francis Financial, Inc.358,024$30.8M5.06%+297,05713F-HRTimeline
Savvy Advisors, Inc.356,638$30.7M0.66%+301,92813F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC355,675$30.6M2.88%+296,85113F-HRTimeline
DeDora Capital, Inc.353,822$30.5M6.62%+287,88813F-HRTimeline
Decker Wealth Management LLC352,395$30.4M6.45%+294,55013F-HRTimeline
25 LLC351,738$30.3M8.3%+292,31113F-HRTimeline
FWG Holdings, LLC361,064$30.1M10.47%+305,19013F-HRTimeline
Clayton Financial Group LLC347,445$29.9M16.55%+290,72413F-HRTimeline
Veery Capital, LLC347,008$29.9M8.03%+288,90013F-HRTimeline
CORA CAPITAL ADVISORS LLC346,628$29.9M8.38%+289,52613F-HRTimeline
Beaumont Financial Advisors, LLC343,561$29.6M1.88%+285,70013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.342,709$29.5M<0.01%+291,72713F-HRTimelineGroup
Dominguez Wealth Management Solutions, …342,303$29.5M16.25%+285,63013F-HRTimeline
B. Riley Wealth Advisors, Inc.345,642$29.3M1.6%+287,92613F-HRTimeline
Hiley Hunt Wealth Management338,573$29.2M11.52%+282,87613F-HRTimeline
Curran Financial Partners, LLC338,321$29.1M4.34%+290,75813F-HRTimeline
Arkadios Wealth Advisors336,442$29M0.45%+287,66313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV335,461$28.9M1.38%+277,07413F-HRTimeline
Krilogy Financial LLC333,026$28.7M0.85%+276,43413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC332,342$28.6M6.41%+290,29813F-HRTimeline
Taylor Financial Group, Inc.331,273$28.5M15.69%+270,61913F-HRTimeline
Beacon Capital Management, LLC331,249$28.5M4.18%+261,71113F-HRTimeline
Oak Root LLC330,492$28.5M3.14%+280,08913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.329,781$28.3M0.04%+277,47413F-HRTimelineGroup
IEQ CAPITAL, LLC328,480$28.3M0.13%+237,25013F-HRTimeline
ACORN CREEK CAPITAL LLC326,037$28.1M9.39%+270,23213F-HRTimeline
Kohmann Bosshard Financial Services, LLC322,697$27.8M2.36%+272,69313F-HRTimeline
OneDigital Investment Advisors LLC322,638$27.8M0.23%+271,22613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp321,776$27.7M0.66%+269,97013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC319,999$27.6M0.48%+262,62513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC319,819$27.5M0.13%+261,31113F-HRTimeline
Baltimore-Washington Financial Advisors…319,760$27.5M1.03%+267,90913F-HRTimeline
LaSalle St. Investment Advisors, LLC317,854$27.4M3.35%+262,10013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp314,762$27.1M0.45%+265,70613F-HRTimelineGroup
BIP Wealth, LLC314,734$27.1M0.77%+268,38513F-HRTimeline
Advantage Trust Co313,684$27M9.51%+261,93413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …313,372$27M0.29%+263,26813F-HRTimelineGroup
Dakota Wealth Management312,902$27M0.52%+260,58613F-HRTimeline
IAG Wealth Partners, LLC310,621$26.8M2.65%+259,76813F-HRTimeline
Regal Investment Advisors LLC307,894$26.5M1.38%+255,05513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC304,554$26.2M0.44%+252,56513F-HRTimeline
RFG Advisory, LLC302,163$26M0.41%+252,63513F-HRTimeline
Whitegate Investment Counselors, Inc.299,579$25.8M7.35%+250,20313F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC299,155$25.8M18.8%+247,37413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…298,638$25.7M3.25%+250,22713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…298,384$25.7M0.31%+255,36913F-HRTimelineGroup
INTEGRATED WEALTHCARE, LLC297,818$25.7M19.17%+248,32113F-HRTimeline
Werba Rubin Papier Wealth Management296,253$25.5M3.1%+250,75713F-HRTimeline
World Investment Advisors167,019$25.5M0.42%+108,79213F-HRTimeline
Prosperity Planning, Inc.295,226$25.4M5.83%+246,95513F-HRTimeline
Arista Wealth Management, LLC295,158$25.4M2.74%+245,96513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…290,322$25M3.56%+242,29613F-HRTimeline
CoreCap Advisors, LLC288,211$24.8M0.73%+238,16613F-HRTimeline
Berkshire Money Management, Inc.288,061$24.8M2.27%+239,90413F-HRTimeline
Impact Partnership Wealth, LLC287,764$24.8M2.41%+217,57013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…285,014$24.6M3.86%+238,76613F-HRTimeline
STAGE HARBOR FINANCIAL, LLC284,550$24.5M14.16%+238,29013F-HRTimeline
NewEdge Wealth, LLC283,847$24.5M0.25%+237,08813F-HRTimeline
Rochester Wealth Strategies, LLC282,436$24.3M13.47%+231,36913F-HRTimeline
Bay Harbor Wealth Management, LLC281,336$24.2M5.59%+233,61513F-HRTimeline
MONECO ADVISORS, LLC279,062$24M1.47%+233,86313F-HRTimeline
Legacy Edge Advisors, LLC278,734$24M2.21%+231,87713F-HR/ATimeline
Noble Family Wealth, LLC276,518$23.8M4.26%+229,46913F-HRTimeline
DiPaolo Financial Group, Inc.276,073$23.8M15.54%+232,28413F-HRTimeline
Peterson Wealth Services275,181$23.7M5.17%+225,50613F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co283,849$23.7M4.46%+237,25813F-HRTimeline
IVC Wealth Advisors LLC274,451$23.6M9.22%+227,95213F-HRTimeline
SAPIENT CAPITAL LLC272,971$23.5M0.31%+229,35613F-HR/ATimeline
Private Advisory Group LLC270,900$23.3M1.3%+232,36313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC266,833$23M4.59%+222,69113F-HRTimeline
Cornerstone Advisory, LLC266,465$23M1.91%+223,43513F-HRTimeline
Bluespring Wealth Management, LLC266,157$22.9M0.44%+249,26513F-HRTimeline
Ashton Thomas Private Wealth, LLC266,088$22.9M0.48%+221,08913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC264,815$22.8M0.53%+222,00213F-HRTimelineGroup
KENNICOTT CAPITAL MANAGEMENT LLC264,765$22.8M10.56%+206,92513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC263,753$22.7M1.16%+236,27113F-HRTimeline
Regent Peak Wealth Advisors LLC263,714$22.7M4.21%+219,32213F-HRTimeline
Roof Eidam Maycock Peralta, LLC263,185$22.7M4.47%+219,58313F-HRTimeline
Hopwood Nicholas Hunter262,180$22.6M6.2%+218,69213F-HRTimeline
Aries Wealth Management260,784$22.5M4.41%+218,60713F-HRTimeline
LVW Advisors, LLC257,052$22.1M1.91%+209,57613F-HRTimeline