Skip to content
Disclosery

VUG VANGUARD INDEX FDS

Follow

COM (fund)

2,430 managers (2,453 13F filers) reported a position in VUG shares at 2025-03-31, 253,980,984 shares in all. 93 filers opened a position and 131 filers sold out during the quarter.

Managers
2,430
13F filers
2,453
New
93
Added
1,007
Reduced
909
Sold out
131
Shares held by filers
253,980,984

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
TL Private Wealth121,755$40.1M19.88%+6,89313F-HRTimeline
Bishop & Co Investment Management, LLC107,310$39.8M15.39%+10,26613F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV106,315$39.4M1.13%-48,87813F-HR/ATimeline
One Capital Management, LLC103,748$38.5M1.3%-1,80813F-HRTimeline
MAI Capital Management103,503$38.4M0.29%+17313F-HRTimeline
American Investment Services, Inc.103,467$38.4M6.75%-2,00113F-HRTimeline
TOWNSQUARE CAPITAL LLC103,317$38.3M0.41%-7,12413F-HRTimeline
Veltria Advisors Corp.103,200$38.3M24.88%-50,16113F-HRTimeline
PFG Advisors102,522$38M2.12%-10,00913F-HRTimeline
IEQ CAPITAL, LLC102,437$38M0.3%+9,45513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …100,787$37.7M2.98%-2,73913F-HRTimeline
Beacon Capital Management, LLC100,868$37.4M5.05%+12,31113F-HRTimeline
Jacobsen Capital Management100,286$37.2M16.16%+7913F-HRTimeline
Summit Financial Wealth Advisors, LLC100,089$37.1M7.36%+48413F-HRTimeline
Old Mission Investment Co LLC99,790$37M11.1%+1,63113F-HRTimeline
GOLDEN ROAD ADVISORS LLC99,433$36.9M28.79%+1,81113F-HRTimeline
Gleason Group, Inc.98,569$36.6M6.6%-7,81913F-HRTimeline
Global Strategic Investment Solutions, …97,808$36.3M4.2%+4213F-HRTimeline
First Pacific Financial97,600$36.2M7.34%-1,61813F-HRTimeline
Duncan Williams Asset Management, LLC96,853$35.9M12.97%+5,43213F-HRTimeline
Certified Advisory Corp95,694$35.5M4.02%-2,06513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC95,652$35.5M1.31%+1,15913F-HRTimeline
Wolff Financial Management LLC94,660$35.1M9.72%-60413F-HRTimeline
Cornerstone Wealth Advisors, Inc.93,546$34.7M9.63%+69813F-HRTimeline
NWAM LLC93,186$34.6M2.97%+12913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC92,045$34.1M3.25%+13,70113F-HRTimelineGroup
Legacies Wealth LLC91,531$33.9M25.09%+12,78013F-HRTimeline
Wealthfront Advisers LLC91,090$33.8M0.09%+5,23213F-HRTimeline
JNBA Financial Advisors90,922$33.7M3.5%+7,01813F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC90,406$33.5M22.95%+4,78413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…90,274$33.5M0.05%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC90,249$33.5M0.03%+81,14113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC89,186$33.1M0.39%+43,93513F-HRTimeline
Scott Capital Advisors, LLC88,322$32.8M9.77%-3,50313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources88,051$32.7M0.01%-66913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…86,230$32M0.78%+8,15013F-HRTimelineGroup
Newton One Investments LLC85,797$31.8M11.38%+41813F-HRTimeline
GenWealth Group, Inc.85,559$31.7M6.99%-10013F-HRTimeline
Pinion Investment Advisors, LLC84,522$31.3M6.91%+41,85713F-HRTimeline
Retirement Planning Group, LLC83,597$31M1.45%+30,06713F-HRTimeline
Rise Advisors, LLC82,856$30.7M13.58%+12,94713F-HRTimeline
B&D White Capital Company, LLC82,781$30.7M4.53%+13,96613F-HRTimeline
Destiny Wealth Partners, LLC82,424$30.6M4.85%+8,66313F-HRTimeline
Schechter Investment Advisors, LLC82,389$30.6M2.52%+3,46513F-HRTimeline
MGO ONE SEVEN LLC81,536$30.2M1.17%+2,37913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…81,538$30.2M0.54%-15,45813F-HRTimelineGroup
LVW Advisors, LLC81,151$30.1M3.63%-3,48913F-HRTimeline
Benchmark Wealth Management, LLC80,267$29.8M14.4%-15,12613F-HRTimeline
Perigon Wealth Management, LLC80,161$29.7M0.76%+8,33313F-HRTimeline
WEALTHSPAN PARTNERS, LLC79,996$29.7M13.7%-7213F-HRTimeline
Berkshire Money Management, Inc.79,661$29.5M3.31%-45413F-HRTimeline
Pure Financial Advisors, LLC78,931$29.3M0.61%+73,85413F-HRTimeline
Sandbox Financial Partners, LLC78,762$29.2M10.31%-40213F-HRTimeline
TD Capital Management LLC78,034$28.9M2.93%-88513F-HRTimeline
Mesirow Financial Investment Management…77,853$28.9M0.56%+2,56813F-HRTimeline
LEGACY FINANCIAL GROUP, INC.77,799$28.8M9.26%+42413F-HRTimeline
GoalVest Advisory LLC77,761$28.8M7.93%-16513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC77,099$28.6M0.96%-3,04413F-HRTimeline
FWG Holdings, LLC74,968$28.4M13.97%+13,60113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC75,638$28M6.23%+12,87513F-HRTimeline
AIRE ADVISORS, LLC75,572$28M5.9%-1,93713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC75,267$27.9M0.77%-1,06113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC75,166$27.9M5.77%+5,36013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC74,977$27.8M4.53%+2,74113F-HRTimeline
Compound Planning, Inc.74,873$27.8M1.27%+45,24713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.74,673$27.7M5.38%-6813F-HRTimeline
Foundations Investment Advisors, LLC74,556$27.6M0.51%-24,88313F-HRTimeline
CoreCap Advisors, LLC74,014$27.4M1.21%+2,72413F-HRTimeline
HB Wealth Management, LLC73,572$27.3M0.23%+6,22613F-HRTimeline
R. W. Roge & Company, Inc.72,906$27M14.81%-2,29913F-HRTimeline
AE Wealth Management LLC72,791$27M0.23%-8,36313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC72,641$26.9M0.04%-12,33413F-HRTimelineGroup
DeDora Capital, Inc.72,267$26.8M7.72%-1,20913F-HRTimeline
Joel Isaacson & Co., LLC72,144$26.8M1.21%+3,83413F-HRTimeline
Blankinship & Foster, LLC71,971$26.7M6.74%-63113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…69,081$26.5M0.06%-63,06413F-HR/ATimelineGroup
Trek Financial, LLC71,107$26.4M1.91%-9,71413F-HRTimeline
Tilson Financial Group, Inc.70,633$26.2M10.36%+9,48313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…70,602$26.2M0.56%+1,33513F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC69,832$25.9M7.59%+2,93413F-HRTimeline
Advisory Services Network, LLC69,211$25.7M0.49%-41,80313F-HRTimeline
Evolution Advisers, Inc.74,097$25.6M13.46%+5,76113F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC68,414$25.4M16.04%-45213F-HRTimeline
HARBOUR INVESTMENTS, INC.68,407$25.4M0.73%+1,09413F-HRTimeline
Wealth Management Strategies, Inc.68,101$25.3M16.89%+8,30813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC67,983$25.2M0.15%+1,85213F-HRTimelineGroup
Clayton Financial Group LLC67,457$25M9.17%+3,52213F-HRTimeline
ACORN CREEK CAPITAL LLC67,328$25M12.46%-1,15513F-HRTimeline
EVERETT HARRIS & CO /CA/66,987$24.8M0.32%+48713F-HRTimeline
Arcadia Wealth Management, LLC66,822$24.8M12.23%+35413F-HRTimeline
ANDERSON HOAGLAND & CO75,180$24.8M2.94%-10213F-HRTimeline
Onyx Bridge Wealth Group LLC66,635$24.7M3.54%+39,05713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC66,590$24.7M8.49%+2,76313F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…66,486$24.7M4.46%-33,46413F-HRTimeline
Karpus Management, Inc.66,366$24.6M0.8%+72013F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC66,359$24.6M8.23%-5,39113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC66,191$24.5M8.38%+2,15013F-HRTimeline
Ellis Investment Partners, LLC65,623$24.3M5.03%+33113F-HRTimeline
Cannon Financial Strategists, Inc.65,471$24.3M4.17%-95513F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC65,448$24.3M10.07%-44513F-HRTimeline
Parker Financial LLC65,300$24.2M11.64%-2,46913F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC64,911$24.1M5.58%+1,19113F-HRTimeline
Procyon Advisors, LLC63,920$23.7M1.44%+2,71513F-HRTimeline
Bragg Financial Advisors, Inc63,854$23.7M0.97%+3,72313F-HRTimeline
Towerpoint Wealth, LLC63,285$23.5M11.63%-4,02113F-HRTimeline
Financial Advisors Network, Inc.62,662$23.2M3.85%-5,85113F-HRTimeline
WARNER FINANCIAL, INC62,600$23.2M10.27%-3,99213F-HRTimeline
Marmo Financial Group, LLC62,451$23.2M12.67%+8,37113F-HRTimeline
Waterford Advisors, LLC62,075$23M9.55%+1,77913F-HRTimeline
Peterson Wealth Services61,774$22.9M7.1%+28,36013F-HRTimeline
Integrated Wealth Concepts LLC61,667$22.9M0.27%-95213F-HRTimeline
Beaumont Financial Advisors, LLC61,271$22.7M1.78%-71413F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.61,169$22.7M2.07%+18,61113F-HRTimelineGroup
Hiley Hunt Wealth Management60,261$22.5M12.3%-1,80913F-HRTimeline
Sovereign Financial Group, Inc.60,780$22.5M5.19%+2,69613F-HRTimeline
Taylor Financial Group, Inc.60,307$22.4M15.56%+68613F-HRTimeline
Archford Capital Strategies, LLC60,220$22.3M3.27%-40,01213F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC59,225$22M20.54%+40413F-HRTimeline
Brookwood Investment Group LLC59,121$21.9M3.77%13F-HRTimeline
Prospera Financial Services Inc58,774$21.8M0.5%+2,83813F-HRTimeline
Francis Financial, Inc.58,623$21.7M5.29%-81413F-HRTimeline
Meridian Wealth Management, LLC57,990$21.5M1.04%+1,94713F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC57,803$21.4M2.58%+3,94713F-HRTimeline
Wealth Alliance Advisory Group, LLC57,682$21.4M4.43%+13,27513F-HRTimeline
Gotham Asset Management, LLC57,542$21.3M0.18%+15,95813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp56,771$21.1M0.64%+17713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK56,745$21M0.13%-55713F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…56,597$21M<0.01%+29,93213F-HRTimelineGroup
DAGCO, INC.56,557$21M6.78%+1,12913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …56,406$20.9M0.32%+89213F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC55,952$20.7M0.5%-4,73013F-HRTimeline
Crews Bank & Trust53,721$19.9M3.4%+63113F-HRTimeline
Veery Capital, LLC53,266$19.8M7.68%+1,65513F-HRTimeline
Investment Advisory Group, LLC53,236$19.7M6.6%+4,47613F-HRTimeline
VestGen Advisors, LLC52,839$19.6M0.89%13F-HRTimeline
BEACON FINANCIAL GROUP52,818$19.6M2.14%+2,39713F-HRTimeline
IAG Wealth Partners, LLC52,551$19.5M3.03%+6,50613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV52,236$19.4M1.55%+2,10213F-HRTimeline
Dakota Wealth Management51,734$19.2M0.45%-6,44213F-HRTimeline
Whitegate Investment Counselors, Inc.51,728$19.2M6.81%-29813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …51,252$19.2M0.03%+49613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.51,512$19.1M0.59%-17,84913F-HRTimeline
Bison Wealth, LLC51,471$19.1M1.78%+5,95613F-HRTimeline
MONECO ADVISORS, LLC51,452$19.1M1.98%-4,94913F-HR/ATimeline
SPRENG CAPITAL MANAGEMENT, INC.51,238$19M8.59%+85913F-HRTimeline
Christopher J. Hasenberg, Inc50,776$19M7.89%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC51,164$19M0.02%-16,11813F-HRTimelineGroup
Black Diamond Financial, LLC50,985$18.9M2.84%+4,54613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…50,421$18.7M3.18%-1,11413F-HRTimeline
Tenret Co LLC50,419$18.7M11.34%+4613F-HRTimeline
Aspire Private Capital, LLC50,044$18.6M4.61%-2,75013F-HRTimeline
IVC Wealth Advisors LLC48,357$17.9M9.65%-1,72913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding46,116$17.8M+28Timeline
Kohmann Bosshard Financial Services, LLC47,921$17.8M2.1%-13613F-HRTimeline
Advantage Trust Co47,759$17.7M10.73%-81913F-HRTimeline
AdvisorNet Financial, Inc47,703$17.7M1.31%+2,15213F-HRTimeline
Bay Harbor Wealth Management, LLC47,676$17.7M5.59%-3,32313F-HRTimeline
Dominguez Wealth Management Solutions, …47,669$17.7M12.95%+2,90613F-HRTimeline
RFG Advisory, LLC47,576$17.6M0.48%+4,38513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…47,514$17.6M3.08%-2,43113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC47,383$17.6M7.4%+7,74813F-HR/ATimeline
Leeward Financial Partners, LLC47,039$17.4M6.52%+87413F-HRTimeline
Delta Financial Group, Inc.44,522$17.3M3.96%+93313F-HRTimeline
Regent Peak Wealth Advisors LLC46,702$17.3M4.09%-7,40213F-HRTimeline
Regal Investment Advisors LLC46,485$17.2M1.39%+1,37513F-HRTimeline
Rochester Wealth Strategies, LLC46,321$17.2M13.64%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC46,203$17.1M2.31%-3,10313F-HRTimeline
Legacy Edge Advisors, LLC46,192$17.1M2.67%-30813F-HRTimeline
REAP Financial Group, LLC46,164$17.1M4.24%+8,34113F-HRTimeline
Prosperity Planning, Inc.45,497$16.9M5.28%+46313F-HRTimeline
Manchester Capital Management LLC45,329$16.8M2.06%-5713F-HRTimeline
Milestone Investment Advisors LLC45,091$16.7M4.64%-3,09913F-HRTimeline
Baltimore-Washington Financial Advisors…45,083$16.7M0.89%+3,49413F-HRTimeline
Noble Family Wealth, LLC45,000$16.7M4.59%-5,26913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC44,991$16.7M4.65%+2,12613F-HRTimeline
O'Brien Wealth Partners LLC44,381$16.5M3.06%+4413F-HRTimeline
GPS Wealth Strategies Group, LLC44,370$16.5M2.22%+6,62513F-HRTimeline
VeraBank, N.A.44,035$16.3M4.56%+6,95713F-HRTimeline
Synergy Investment Management, LLC43,961$16.3M6.81%+34013F-HRTimeline
GenTrust, LLC43,906$16.3M0.78%013F-HRTimeline
Robinswood Financial LLC42,805$15.9M5.87%-52913F-HRTimeline
GILL CAPITAL PARTNERS, LLC42,254$15.7M5.43%+1,76713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding41,831$15.5M-5,283Timeline
OneDigital Investment Advisors LLC41,554$15.4M0.18%-10,37513F-HRTimeline
Roof Eidam Maycock Peralta, LLC41,428$15.4M4.08%+37513F-HRTimeline
Leonard Rickey Investment Advisors P.L.…42,047$15.2M3.29%+2,72713F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co41,091$15.2M3.68%+5,89213F-HRTimeline
LaSalle St. Investment Advisors, LLC40,990$15.2M3.58%+4,62513F-HRTimeline
25 LLC40,825$15.1M6.26%+2,71113F-HRTimeline
Topel & Distasi Wealth Management, LLC40,779$15.1M7.06%+1,10313F-HRTimeline
Olistico Wealth, LLC38,616$15.1M9.32%-1,70213F-HRTimeline
Falcon Wealth Planning40,466$15M1.67%+2,77613F-HRTimeline
SCS Capital Management LLC40,452$15M0.19%+7,83913F-HR/ATimeline
Robertson Stephens Wealth Management, L…40,399$15M0.56%-19,31313F-HRTimeline
Heartwood Wealth Advisors LLC40,154$14.9M1.7%-8,49813F-HRTimeline
Quantinno Capital Management LP40,132$14.9M0.1%+11,41613F-HRTimeline
Silicon Valley Capital Partners40,119$14.9M1.94%-9313F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC39,952$14.8M9.67%-9313F-HRTimeline
OBSIDIAN CIO, LLC39,939$14.8M2.41%+4,65113F-HRTimeline
Werba Rubin Papier Wealth Management39,922$14.8M3.22%+2,63913F-HRTimeline