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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
FC Advisory LLC38,241$15.7M5.26%-48913F-HRTimeline
Koshinski Asset Management, Inc.38,235$15.7M1.41%+1,10513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC38,153$15.7M13.63%+67613F-HRTimeline
25 LLC38,114$15.6M6.62%+1,38513F-HRTimeline
REAP Financial Group, LLC37,823$15.5M3.85%-45013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC37,792$15.5M8.84%+72613F-HRTimeline
FINANCIAL COUNSELORS INC37,788$15.5M0.23%+1,32113F-HRTimeline
GPS Wealth Strategies Group, LLC37,745$15.5M1.99%+10,84713F-HRTimeline
Falcon Wealth Planning37,690$15.5M1.72%-8113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC37,644$15.5M0.12%+19413F-HRTimelineGroup
DDFG, Inc37,597$15.4M4.45%-17313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC37,596$15.4M8.35%+1,43013F-HRTimeline
Mutual Advisors, LLC37,586$15.4M0.45%-4,85613F-HRTimeline
Werba Rubin Papier Wealth Management37,283$15.3M3.61%-1,52613F-HRTimeline
Aries Wealth Management37,086$15.2M4.19%+1,19313F-HRTimeline
VeraBank, N.A.37,078$15.2M4.29%+7,46913F-HRTimeline
CORA CAPITAL ADVISORS LLC37,026$15.2M7.33%+60313F-HRTimeline
Mechanics Bank Trust Department36,941$15.2M2.02%-1,16013F-HRTimeline
ROMANO BROTHERS AND COMPANY36,828$15.1M1.91%+71413F-HRTimeline
Consolidated Portfolio Review Corp36,583$15M2.38%+76113F-HRTimeline
Sowell Financial Services LLC36,442$15M0.79%-5,07213F-HRTimeline
First Heartland Consultants, Inc.36,369$14.9M1.53%-15,89013F-HRTimeline
LaSalle St. Investment Advisors, LLC36,365$14.9M4.63%+32513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…36,282$14.9M2.21%-2,53113F-HRTimeline
Lokken Investment Group LLC36,079$14.8M6.4%-5,03613F-HRTimeline
Geneos Wealth Management Inc.35,716$14.7M0.51%+1,46613F-HRTimeline
Essential Planning, LLC.36,335$14.6M0.1%+35,77613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.35,629$14.6M0.8%+65513F-HR/ATimelineGroup
WATERSHED PRIVATE WEALTH LLC35,497$14.6M5.68%-96313F-HRTimeline
Snowden Capital Advisors LLC35,461$14.6M0.45%+13313F-HRTimeline
Financial Connections Group, Inc.35,412$14.5M6.98%013F-HRTimeline
SYNOVUS FINANCIAL CORP35,279$14.5M0.18%-29,98613F-HRTimeline
OBSIDIAN CIO, LLC35,288$14.5M2.64%+4,39513F-HRTimeline
Gemmer Asset Management LLC35,244$14.5M1.42%-34213F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co35,199$14.4M3.31%+1,10413F-HRTimeline
Safir Wealth Advisors, LLC35,056$14.4M11.1%-63813F-HRTimeline
Addison Advisors LLC34,955$14.3M3.99%-14513F-HRTimeline
Rodgers & Associates, LTD34,883$14.3M1.71%-5213F-HRTimeline
Great Diamond Partners, LLC34,777$14.3M3.69%-90513F-HRTimeline
SWP FINANCIAL LLC34,739$14.3M8.6%+5,00413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…33,238$14.1M0.8%-38713F-HRTimeline
Horizon Family Wealth, Inc.34,361$14.1M9.37%-2,86213F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC34,230$14M2.64%+4,12613F-HRTimeline
Bristlecone Advisors, LLC33,970$13.9M1.09%-83013F-HRTimeline
Impact Partnership Wealth, LLC33,733$13.8M2.79%-6,01113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC33,478$13.7M0.12%-80313F-HRTimeline
Berger Financial Group, Inc33,437$13.7M0.95%+1,97213F-HRTimeline
Peterson Wealth Services33,414$13.7M4.12%-1,16513F-HRTimeline
Arete Wealth Advisors, LLC33,122$13.6M0.98%-1,04713F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV33,008$13.5M4.14%+15713F-HRTimeline
Hurlow Wealth Management Group, Inc.32,975$13.5M4.23%-1,28613F-HRTimeline
Sandy Spring Bank32,841$13.5M0.55%+83413F-HRTimeline
NWF Advisory Services Inc.32,715$13.4M1.97%+5,61813F-HRTimeline
SCS Capital Management LLC32,613$13.4M0.28%-16813F-HRTimeline
Kingsview Wealth Management, LLC32,396$13.3M0.26%-1,86513F-HRTimeline
SAPIENT CAPITAL LLC32,363$13.3M0.25%+24,60313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,044$13.2M0.01%+97113F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…31,871$13.1M0.26%+82413F-HRTimelineGroup
Clarius Group, LLC31,759$13M0.89%-42113F-HRTimeline
Five Pine Wealth Management31,600$13M10.93%13F-HRTimeline
Beacon Bridge Wealth Partners, LLC31,512$12.9M5.49%+2,14613F-HRTimeline
Thrive Wealth Management, LLC31,436$12.9M2.32%+28413F-HRTimeline
Krilogy Financial LLC31,381$12.9M0.86%+2,18813F-HRTimeline
Capital Advisors, Ltd. LLC31,161$12.8M1.61%+1713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.31,108$12.8M0.81%+8,13713F-HRTimelineGroup
ELEVATUS WELATH MANAGEMENT31,080$12.8M4.36%-5,79013F-HRTimeline
Clearstead Advisors, LLC31,009$12.7M0.19%+2,51713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC30,887$12.7M0.1%-913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC30,537$12.5M0.49%+19,12813F-HRTimeline
NOVEM GROUP30,414$12.5M1.86%13F-HRTimeline
Kraft, Davis & Associates, LLC29,470$12.4M3.54%+11513F-HRTimeline
UMB Bank, n.a.30,203$12.4M0.2%-1,27913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ORSER CAPITAL MANAGEMENT, LLC30,095$12.4M8.5%+3,19313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC30,076$12.3M1.42%+16,15113F-HRTimeline
Manuka Financial, LLC30,069$12.3M8.33%13F-HRTimeline
MCF Advisors LLC30,028$12.3M0.86%-2613F-HRTimeline
Dodds Wealth, LLC28,806$12.2M3.93%-24613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC29,785$12.2M1.1%+2,06013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP29,769$12.2M0.09%-1,15313F-HRTimelineGroup
Compound Planning, Inc.29,626$12.2M0.61%+16,30813F-HRTimeline
JMG Financial Group, Ltd.29,617$12.2M0.41%-32013F-HRTimeline
CW Advisors, LLC29,448$12.1M0.17%+97513F-HRTimeline
Uptown Financial Advisors LLC29,445$12.1M13.03%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,961$11.9M0.87%-3,74513F-HRTimeline
Cranbrook Wealth Management, LLC28,941$11.9M2.75%-19913F-HRTimeline
Payne Capital Management, LLC28,906$11.9M5.12%13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding28,861$11.8M+2,030Timeline
Enclave Advisors LLC28,849$11.8M1.95%+1,97813F-HRTimeline
Elevated Capital Advisors, LLC28,834$11.8M3.22%+36213F-HRTimeline
Quantinno Capital Management LP28,716$11.8M0.12%+9,22913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,611$11.7M0.39%+1,63913F-HRTimeline
Oak Root LLC28,591$11.7M1.53%-4,39213F-HRTimeline
NewEdge Wealth, LLC28,560$11.7M0.2%+14613F-HRTimeline
Lindbrook Capital, LLC28,533$11.7M1.06%-71513F-HRTimeline
HORIZON BANCORP INC /IN/28,467$11.7M5.51%+26213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC28,465$11.7M0.88%-4,79913F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC28,389$11.7M3.02%+5,02413F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC28,305$11.6M0.61%-1,99713F-HRTimeline
Jackson Wealth Management, LLC28,294$11.6M1.32%+6,39613F-HRTimeline
Kathmere Capital Management, LLC28,282$11.6M1.04%-44913F-HRTimeline
Cornerstone Advisory, LLC27,146$11.6M1.32%+12,09713F-HRTimeline
IHT Wealth Management, LLC27,992$11.5M0.37%+56913F-HRTimeline
BLB&B Advisors, LLC27,991$11.5M0.59%-2,10713F-HRTimeline
Integrity Wealth Solutions LLC27,908$11.5M6.42%+27013F-HRTimeline
CARDIFF PARK ADVISORS, LLC27,904$11.5M1.09%+4,22913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC27,823$11.4M0.46%-2,55113F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC27,679$11.4M0.11%+3,23013F-HRTimeline
Onyx Bridge Wealth Group LLC27,578$11.3M1.63%-18,83813F-HRTimeline
Hubbell Strickland Wealth Management, L…27,569$11.3M5.36%-8913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD27,487$11.3M0.06%-29113F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.27,392$11.2M3.64%+22813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.27,361$11.2M0.12%-3,38513F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …27,228$11.2M8.55%+51313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding27,153$11.1M+43Timeline
Novak & Powell Financial Services, Inc.27,103$11.1M6.62%-1,84713F-HRTimeline
Birnam Oak Advisors, LP27,100$11.1M5.49%13F-HRTimeline
Columbia River Financial Group, LLC27,078$11.1M7.64%13F-HRTimeline
Smith & Howard Wealth Management, LLC27,018$11.1M3.14%-1,13113F-HRTimeline
Eagle Strategies LLC26,936$11.1M1.91%+3,20713F-HRTimeline
Wilmington Savings Fund Society, FSB26,824$11M0.2%+34713F-HRTimeline
Gladstone Institutional Advisory LLC26,781$11M0.51%+2,30313F-HRTimeline
Texas Yale Capital Corp.26,758$11M0.44%-46413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…26,665$10.9M<0.01%-17,21813F-HRTimelineGroup
Ironsides Asset Advisors, LLC26,613$10.9M3.13%+3313F-HRTimeline
FINANCIAL LIFE ADVISORS26,506$10.9M4.09%-55313F-HRTimeline
Fusion Capital, LLC26,465$10.9M4.38%+92113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC26,462$10.9M1.02%+28113F-HRTimeline
WEDBUSH SECURITIES INC26,269$10.8M0.38%+8,38613F-HRTimeline
Mayfair Advisory Group, LLC26,263$10.8M6.35%+2,29213F-HRTimeline
IFG Advisory, LLC26,160$10.7M0.61%+84513F-HRTimeline
Everhart Financial Group, Inc.26,159$10.7M2.21%+2,74313F-HRTimeline
Goodman Advisory Group, LLC26,004$10.7M3.15%-1,37813F-HRTimeline
Segment Wealth Management, LLC25,926$10.6M0.73%013F-HRTimeline
Bath Savings Trust Co25,863$10.6M1.08%-50013F-HRTimeline
Certus Wealth Management, LLC24,985$10.6M7.07%-13213F-HRTimeline
Lansing Street Advisors25,510$10.5M3.65%+4,54913F-HRTimeline
N.E.W. Advisory Services LLC25,415$10.4M0.99%-27413F-HRTimeline
One Charles Private Wealth Services, LLC25,223$10.4M3.48%+4,66413F-HRTimeline
Worth Asset Management, LLC25,086$10.3M5.5%+22,39213F-HRTimeline
Oak Harvest Investment Services24,988$10.3M1.43%+4,67613F-HRTimeline
Prostatis Group LLC24,943$10.2M2.98%+8013F-HRTimeline
CX Institutional24,905$10.2M0.41%+9,85313F-HRTimeline
Nabity-Jensen Investment Management Inc24,849$10.2M7.7%-3513F-HRTimeline
Petix & Botte Co24,405$10M2.63%-1,93513F-HRTimeline
Acropolis Investment Management, LLC24,305$9.98M0.59%+41213F-HRTimeline
Von Berge Wealth Management Group, LLC23,680$9.94M6.02%-29913F-HRTimeline
Kathleen S. Wright Associates Inc.24,211$9.94M4.14%-1613F-HRTimeline
Csenge Advisory Group24,208$9.94M0.54%-3,20713F-HRTimeline
Semmax Financial Advisors Inc.23,187$9.9M2.64%-8,76113F-HRTimeline
Main Line Retirement Advisors, LLC24,098$9.89M6.52%+72013F-HRTimeline
Wellspring Financial Advisors, LLC944,912$9.88M1.03%+27513F-HRTimeline
Cornerstone Wealth Management, LLC23,837$9.78M0.66%-3313F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding23,863$9.74M-1,366Timeline
DRAVO BAY LLC23,675$9.72M4.71%+1,00513F-HRTimeline
FIRST UNITED BANK & TRUST23,434$9.62M3.49%-24013F-HRTimeline
Ethos Financial Group, LLC23,432$9.62M1.25%new13F-HRTimeline
Capital Investment Advisory Services, L…23,428$9.62M0.93%-15113F-HRTimeline
Verdence Capital Advisors LLC22,914$9.4M0.76%+14713F-HRTimeline
PCA Investment Advisory Services Inc.22,695$9.31M4.31%+1,10213F-HRTimeline
CWS Financial Advisors, LLC22,654$9.3M3.01%+1,49813F-HRTimeline
Wealthspire Retirement, LLC22,601$9.28M0.73%-46813F-HRTimeline
ERn Financial, LLC22,559$9.26M1.39%-11613F-HRTimeline
Drucker Wealth 3.0, LLC22,556$9.26M2.14%-14213F-HR/ATimeline
Prime Buchholz LLC22,544$9.25M3.02%13F-HRTimeline
Hofer & Associates. Inc22,516$9.24M6.2%-3,40913F-HRTimeline
LongView Wealth Management22,473$9.22M2.81%-8713F-HRTimeline
Intergy Private Wealth, LLC22,081$9.06M3.38%+3013F-HRTimeline
Claris Financial LLC22,026$9.04M5.94%13F-HRTimeline
Madison Park Capital Advisors, LLC22,019$9.04M7.21%-4,65413F-HRTimeline
RIVERSEDGE ADVISORS, LLC22,003$9.03M2.04%-10113F-HRTimeline
Bonfire Financial21,972$9.02M8.16%13F-HRTimeline
Washington Trust Advisors, Inc.21,951$9.01M0.75%-20713F-HRTimeline
First County Bank /CT/21,742$8.92M4.99%+2,35113F-HRTimeline
Prestige Wealth Management Group LLC21,728$8.92M1.85%-40913F-HR/ATimeline
Mathes Company, Inc.21,620$8.87M3.24%-1,60013F-HRTimeline
Clearwater Capital Advisors, LLC21,586$8.86M0.87%-69113F-HRTimeline
Bleakley Financial Group, LLC21,491$8.82M0.27%+52113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.21,371$8.77M0.21%+1,81213F-HRTimelineGroup
Elevation Capital Advisory, LLC21,261$8.73M3.74%+20,37713F-HRTimeline
GW HENSSLER & ASSOCIATES LTD22,658$8.7M0.5%-6013F-HRTimeline
Yoder Wealth Management, Inc.21,127$8.66M4.78%-813F-HRTimeline
Amundiin group Amundi20,941$8.6M<0.01%+11,16913F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding20,910$8.58M+8,437Timeline
HOLLENCREST CAPITAL MANAGEMENT20,860$8.56M0.35%+4413F-HRTimeline
Perennial Investment Advisors, LLC20,783$8.53M1.01%+1,57513F-HRTimeline
Fourth Dimension Wealth, LLC20,731$8.51M4.44%13F-HRTimeline
Royal Fund Management, LLC20,536$8.43M0.92%-19,23213F-HRTimeline
Laurel Wealth Advisors LLC20,536$8.43M1.32%-32813F-HRTimeline
Leo Wealth, LLC20,474$8.4M0.75%-28313F-HRTimeline
Brio Consultants, LLC20,471$8.4M1.31%-31813F-HRTimeline
Aveo Capital Partners, LLC20,410$8.38M0.92%-55113F-HRTimeline
Marcum Wealth, LLC20,406$8.38M0.73%-38113F-HRTimeline
MidAtlantic Capital Management, Inc.20,404$8.37M6.13%-1,79613F-HRTimeline
Kendall Capital Management20,176$8.28M2.42%+1,72413F-HRTimeline
Latigo Investments, LLC20,176$8.28M4.21%013F-HRTimeline
Freedom Financial Partners LLC20,145$8.27M3.99%13F-HRTimeline
Register Financial Advisors LLC20,139$8.27M4.15%+1,01413F-HRTimeline
Wind River Trust Co20,054$8.23M3.24%-46213F-HRTimeline
Riverview Capital Advisers, LLC20,028$8.22M2.48%-32813F-HRTimeline
Valeo Financial Advisors, LLC19,991$8.21M0.23%-4,99613F-HRTimeline