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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
Rolek Wealth Management LLC111,723$45.9M35.94%13F-HRTimeline
Advisory Services Network, LLC111,014$45.6M0.85%-7,15813F-HRTimeline
TOWNSQUARE CAPITAL LLC110,441$45.3M0.51%+7,56013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp109,882$45.1M0.15%+3,07713F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC111,813$44.7M12.25%+1,97713F-HRTimeline
Kensington Asset Management, LLC108,320$44.5M2.61%-19,58013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gleason Group, Inc.106,388$43.7M7.67%+78013F-HRTimeline
One Capital Management, LLC105,556$43.3M1.43%-3,90713F-HRTimeline
American Investment Services, Inc.105,468$43.3M7.66%-2,22513F-HR/ATimeline
SP Asset Management LLC104,408$42.9M3.59%-10513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …103,526$42.5M3.45%-1,39413F-HR/ATimeline
MAI Capital Management103,330$42.4M0.32%+11,69413F-HRTimeline
Summit Financial Wealth Advisors, LLC99,605$41.3M8.07%-15913F-HRTimeline
Archford Capital Strategies, LLC100,232$41.1M6.22%-4,51513F-HRTimeline
Jacobsen Capital Management100,207$41.1M17.51%+12913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…99,950$41M6.76%-2,01713F-HRTimeline
Foundations Investment Advisors, LLC99,439$40.8M0.79%+30,71913F-HRTimeline
First Pacific Financial99,218$40.7M9.48%-5,57313F-HRTimeline
Old Mission Investment Co LLC98,159$40.3M11.99%+5,04913F-HRTimeline
Global Strategic Investment Solutions, …97,766$40.1M4.69%-63813F-HRTimeline
Certified Advisory Corp97,759$40.1M4.35%-88513F-HRTimeline
GOLDEN ROAD ADVISORS LLC97,622$40.1M30.31%+1,23913F-HRTimeline
Bishop & Co Investment Management, LLC97,044$39.8M15.19%+93913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…96,996$39.8M0.73%-4,40713F-HRTimelineGroup
Benchmark Wealth Management, LLC95,393$39.2M19.27%-2,00213F-HRTimeline
Wolff Financial Management LLC95,264$39.1M10.85%-2,71613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC94,493$38.8M1.43%-13713F-HRTimeline
Ocean Park Asset Management, LLC93,835$38.5M1.31%new13F-HRTimeline
NWAM LLC93,057$38.2M2.36%-1,65113F-HRTimeline
IEQ CAPITAL, LLC92,982$38.2M0.37%+1,53913F-HRTimeline
Cornerstone Wealth Advisors, Inc.92,848$38.1M10.46%-1,94113F-HRTimeline
Duncan Williams Asset Management, LLC91,421$37.5M14.77%+5,94913F-HRTimeline
Scott Capital Advisors, LLC91,825$37.2M10.7%-6,70213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources88,720$36.4M0.01%+2,46213F-HRTimelineGroup
Beacon Capital Management, LLC88,557$36.3M4.73%+5,84913F-HRTimeline
Independent Advisor Alliance86,675$35.6M0.47%+85,24513F-HRTimeline
Wealthfront Advisers LLC85,858$35.2M0.1%+12,72213F-HR/ATimeline
GenWealth Group, Inc.85,659$35.2M8%-2,10513F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC85,622$35.1M24.56%+2,13513F-HRTimeline
Newton One Investments LLC85,379$35M13.51%+16,16513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC84,975$34.9M0.04%+17,63513F-HRTimelineGroup
LVW Advisors, LLC84,640$34.7M4.26%+1,42013F-HRTimeline
JNBA Financial Advisors83,904$34.4M3.52%+10,25013F-HRTimeline
Cassady Schiller Wealth Management, LLC83,379$34.2M12.55%+14,17913F-HRTimeline
AE Wealth Management LLC81,154$33.3M0.28%+7,28113F-HRTimeline
Trek Financial, LLC80,821$33.2M2.48%+8,63613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC80,143$32.9M1.07%-1,05213F-HRTimeline
Berkshire Money Management, Inc.80,115$32.9M3.58%+41413F-HRTimeline
WEALTHSPAN PARTNERS, LLC80,068$32.9M15.7%+95713F-HRTimeline
Sandbox Financial Partners, LLC79,164$32.5M10.84%+3,52913F-HRTimeline
MGO ONE SEVEN LLC79,157$32.5M1.25%+2,77713F-HRTimeline
Schechter Investment Advisors, LLC78,924$32.4M2.48%-2,35813F-HRTimeline
TD Capital Management LLC78,919$32.4M3.29%-2,12213F-HRTimeline
Legacies Wealth LLC78,751$32.3M25.05%-13,64413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC78,344$32.2M2.91%+1,57613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…78,080$32M0.87%+3,81113F-HRTimelineGroup
GoalVest Advisory LLC77,926$32M8.77%-22613F-HRTimeline
AIRE ADVISORS, LLC77,509$31.8M6.55%-18713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.77,375$31.8M10.23%+25513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC76,328$31.3M0.88%-2,80713F-HRTimeline
ANDERSON HOAGLAND & CO75,282$31.3M3.22%-2,39613F-HRTimeline
Mesirow Financial Investment Management…75,285$30.9M0.61%+21,94013F-HRTimeline
R. W. Roge & Company, Inc.75,205$30.9M16.65%-1,00213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.74,741$30.7M6.17%-76213F-HRTimeline
Destiny Wealth Partners, LLC73,761$30.3M4.95%+11513F-HRTimeline
DeDora Capital, Inc.73,476$30.2M8.26%-99313F-HRTimeline
Blankinship & Foster, LLC72,602$29.8M7.33%-1,76813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC72,236$29.6M4.74%+7,85913F-HRTimeline
Perigon Wealth Management, LLC71,828$29.5M0.72%+12,93113F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC71,750$29.4M9.78%+1,32813F-HRTimeline
CoreCap Advisors, LLC71,290$29.3M1.33%+1,68613F-HRTimeline
Rise Advisors, LLC69,909$28.7M13.8%+2,57013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC69,806$28.7M6.01%+4,39413F-HRTimeline
J.W. COLE ADVISORS, INC.69,361$28.5M1.15%+1,39713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…69,267$28.4M0.64%+35513F-HRTimelineGroup
CAMBRIDGE CAPITAL MANAGEMENT, LLC68,866$28.3M18.11%-68213F-HRTimeline
B&D White Capital Company, LLC68,815$28.2M4.76%+18,84013F-HRTimeline
Financial Advisors Network, Inc.68,513$28.1M4.68%13F-HRTimeline
ACORN CREEK CAPITAL LLC68,483$28.1M14.44%+1,27713F-HRTimeline
Evolution Advisers, Inc.68,336$28M15.33%-83913F-HRTimeline
Joel Isaacson & Co., LLC68,310$28M1.26%+5,16313F-HRTimeline
Parker Financial LLC67,769$27.9M13.71%-3,15813F-HRTimeline
HB Wealth Management, LLC67,346$27.6M0.28%+2,36313F-HRTimeline
HARBOUR INVESTMENTS, INC.67,313$27.6M0.79%+4,51913F-HRTimeline
Towerpoint Wealth, LLC67,306$27.6M13.53%+64613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC67,282$27.6M0.02%+19,02913F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC66,898$27.5M8.02%-9313F-HRTimeline
Strategic Investment Solutions, Inc. /IL80,020$27.4M9.17%-33,20413F-HRTimeline
WARNER FINANCIAL, INC66,592$27.3M11.75%+69613F-HRTimeline
EVERETT HARRIS & CO /CA/66,500$27.3M0.34%+3,37613F-HRTimeline
Arcadia Wealth Management, LLC66,468$27.3M13.81%+1,66713F-HRTimeline
Cannon Financial Strategists, Inc.66,426$27.3M4.67%+1,50713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC66,131$27.1M0.17%+50,61513F-HRTimelineGroup
Advisors Capital Management, LLC65,919$27.1M0.43%+6,56313F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC65,893$27M11.59%-1,69413F-HRTimeline
Karpus Management, Inc.65,646$26.9M0.8%+18,59013F-HRTimeline
Ellis Investment Partners, LLC65,292$26.8M5.28%-5,82313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC64,041$26.3M9.13%-25513F-HRTimeline
Clayton Financial Group LLC63,935$26.2M9.45%+3,94413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC63,827$26.2M9.29%+1,65113F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC63,720$26.2M6.23%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC62,763$25.8M5.7%+5,92613F-HRTimeline
Integrated Wealth Concepts LLC62,619$25.7M0.3%+3,86913F-HRTimeline
Hiley Hunt Wealth Management62,070$25.5M14.14%-9413F-HRTimeline
Beaumont Financial Advisors, LLC61,985$25.4M1.91%-93513F-HRTimeline
FWG Holdings, LLC61,367$25.4M12.19%-1,09613F-HRTimeline
Procyon Advisors, LLC61,205$25.1M1.61%-3,80913F-HRTimeline
Tilson Financial Group, Inc.61,150$25.1M10.24%+4,18113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC60,682$24.9M0.57%-22813F-HRTimeline
Waterford Advisors, LLC60,296$24.7M12.6%+1,19813F-HRTimeline
Bragg Financial Advisors, Inc60,131$24.7M1%-33513F-HRTimeline
Wealth Management Strategies, Inc.59,793$24.5M18.77%13F-HR/ATimeline
Robertson Stephens Wealth Management, L…59,712$24.5M0.87%-13,86113F-HRTimeline
Taylor Financial Group, Inc.59,621$24.5M16.95%-64113F-HRTimeline
Francis Financial, Inc.59,437$24.4M6.2%+3,87113F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC58,821$24.1M22.29%-1,30613F-HRTimeline
GeoWealth Management, LLC58,460$24M0.78%+56,71213F-HRTimeline
Dakota Wealth Management58,176$23.9M0.55%-5,61313F-HRTimeline
Sovereign Financial Group, Inc.58,084$23.8M5.47%-5613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK57,302$23.5M0.14%-87713F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp56,594$23.2M0.7%+1,33213F-HRTimelineGroup
MONECO ADVISORS, LLC56,401$23.1M2.44%-1,14113F-HR/ATimeline
Meridian Wealth Management, LLC56,043$23M1.09%+45813F-HRTimeline
Prospera Financial Services Inc55,936$23M0.54%+4,02813F-HRTimeline
Gray Wealth Management Inc.55,742$22.9M8.68%+4,49713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …55,514$22.8M0.34%+1,05313F-HRTimelineGroup
DAGCO, INC.55,428$22.7M7.54%+11,83713F-HRTimeline
Global Retirement Partners, LLC55,105$22.6M0.65%-43413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…54,000$22.4M0.09%-2,00013F-HRTimelineGroup
VestGen Investment Management54,145$22.2M6.06%-88813F-HRTimeline
Regent Peak Wealth Advisors LLC54,104$22.2M4.98%-5013F-HR/ATimeline
Marmo Financial Group, LLC54,080$22.2M11.99%-57513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC53,856$22.1M2.75%+3,92313F-HRTimeline
Retirement Planning Group, LLC53,530$22M1.11%-4,14213F-HRTimeline
Crews Bank & Trust53,090$21.8M3.67%13F-HRTimeline
Aspire Private Capital, LLC52,794$21.7M5.37%-3,41713F-HRTimeline
Whitegate Investment Counselors, Inc.52,026$21.4M7.32%-18,48013F-HRTimeline
OneDigital Investment Advisors LLC51,929$21.3M0.25%-6,83513F-HRTimeline
Veery Capital, LLC51,611$21.2M8.11%+11113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…51,535$21.2M3.55%-1,07713F-HRTimeline
Bay Harbor Wealth Management, LLC50,999$20.9M6.79%-2,31313F-HRTimeline
Noble Family Wealth, LLC50,269$20.8M5.73%-1,76213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …50,756$20.8M0.03%013F-HRTimelineGroup
BEACON FINANCIAL GROUP50,421$20.7M2.23%+31813F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.50,379$20.7M8.99%+3,42013F-HRTimeline
Yeomans Consulting Group, Inc.50,377$20.7M7.74%+1,16813F-HRTimeline
Tenret Co LLC50,373$20.7M13.02%+1,56713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV50,134$20.6M1.67%-16,03513F-HRTimeline
IVC Wealth Advisors LLC50,086$20.6M11.5%+3,61913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…49,945$20.5M3.48%+1,27813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC49,306$20.2M2.58%-16913F-HRTimeline
Investment Advisory Group, LLC48,760$20M6.7%+1,82413F-HRTimeline
Heartwood Wealth Advisors LLC48,652$20M2.25%-35113F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P48,625$20M0.03%+34,03013F-HRTimelineGroup
Advantage Trust Co48,578$19.9M11.73%+4,66113F-HRTimeline
Milestone Investment Advisors LLC48,190$19.8M5.37%+1,07313F-HRTimeline
Kohmann Bosshard Financial Services, LLC48,057$19.7M2.37%-2,61213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding47,114$19.3M-6,110Timeline
Legacy Edge Advisors, LLC46,500$19.3M3.06%-74413F-HRTimeline
Black Diamond Financial, LLC46,439$19.1M2.86%-26613F-HRTimeline
Leeward Financial Partners, LLC46,165$18.9M6.76%+3,06213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding46,088$18.9M+16,747Timeline
IAG Wealth Partners, LLC46,045$18.9M3.33%+2,87213F-HRTimeline
AdvisorNet Financial, Inc45,551$18.7M1.57%+5,32013F-HRTimeline
Bison Wealth, LLC45,515$18.7M2.29%13F-HRTimeline
Manchester Capital Management LLC45,386$18.6M2.16%-1,35413F-HRTimeline
Prime Capital Investment Advisors, LLC45,251$18.6M0.27%-3,06913F-HRTimeline
Regal Investment Advisors LLC45,110$18.5M1.39%-4,68513F-HRTimeline
Prosperity Planning, Inc.45,034$18.5M5.92%-40413F-HRTimeline
Dominguez Wealth Management Solutions, …44,763$18.4M13.41%+1,14713F-HRTimeline
Wealth Alliance Advisory Group, LLC44,407$18.2M3.85%-97113F-HRTimeline
O'Brien Wealth Partners LLC44,337$18.2M3.28%+4,33813F-HRTimeline
GenTrust, LLC43,906$18M0.78%+34713F-HRTimeline
Financial Advocates Investment Manageme…43,696$17.9M1.02%-613F-HRTimeline
Synergy Investment Management, LLC43,621$17.9M7.7%13F-HRTimeline
Delta Financial Group, Inc.43,589$17.9M4.19%new13F-HRTimeline
Robinswood Financial LLC43,334$17.8M6.72%-1,17113F-HRTimeline
RFG Advisory, LLC43,191$17.7M0.5%-40713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.42,797$17.7M0.03%+36213F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC42,865$17.6M5.09%13F-HRTimeline
Pinion Investment Advisors, LLC42,665$17.5M6.97%+25713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.42,558$17.5M1.62%-27913F-HRTimelineGroup
Baltimore-Washington Financial Advisors…41,589$17.1M0.88%+5,52013F-HRTimeline
Gotham Asset Management, LLC41,584$17.1M0.16%+8,50713F-HRTimeline
Roof Eidam Maycock Peralta, LLC41,053$16.8M4.35%+1,15813F-HRTimeline
Financial Insights, Inc.40,744$16.7M6.21%-3,32013F-HRTimeline
GILL CAPITAL PARTNERS, LLC40,487$16.6M5.96%+1113F-HRTimeline
Olistico Wealth, LLC40,318$16.5M9.62%+2,45213F-HRTimeline
Silicon Valley Capital Partners40,212$16.5M1.84%-81313F-HRTimeline
Salomon & Ludwin, LLC40,077$16.4M1.74%-2,39713F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC40,045$16.4M8.45%-51913F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV39,905$16.4M2.52%-14013F-HRTimeline
Quotient Wealth Partners, LLC39,901$16.4M0.54%-39213F-HRTimeline
Topel & Distasi Wealth Management, LLC39,676$16.3M6.97%-87913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC39,635$16.3M9.56%13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…39,320$16.1M3.72%+1,07513F-HRTimeline
Cyndeo Wealth Partners, LLC39,101$16M1.08%+8813F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC39,046$16M0.04%+25,23213F-HRTimeline
Guardian Partners Inc.38,644$16M1.63%13F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…38,723$15.9M7.45%-79313F-HRTimeline