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Disclosery

VUG VANGUARD INDEX FDS

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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
STAGE HARBOR FINANCIAL, LLC39,813$14.8M12.5%+1,66013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV39,648$14.7M2.25%-25713F-HRTimeline
Oak Root LLC39,622$14.7M1.97%+11,03113F-HRTimeline
Quotient Wealth Partners, LLC39,597$14.7M0.47%-30413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…39,500$14.6M0.06%-14,50013F-HRTimelineGroup
Salomon & Ludwin, LLC39,399$14.6M1.56%-67813F-HRTimeline
FC Advisory LLC39,283$14.6M4.92%+1,04213F-HRTimeline
Lokken Investment Group LLC39,192$14.5M6.13%+3,11313F-HRTimeline
Cyndeo Wealth Partners, LLC39,191$14.5M0.95%+9013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC38,689$14.3M8.58%+89713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.38,641$14.3M0.79%+3,01213F-HR/ATimelineGroup
ROMANO BROTHERS AND COMPANY38,439$14.3M1.84%+1,61113F-HRTimeline
SWP FINANCIAL LLC38,025$14.1M8.61%+3,28613F-HRTimeline
CORA CAPITAL ADVISORS LLC37,802$14M6.72%+77613F-HRTimeline
Aries Wealth Management37,475$13.9M3.77%+38913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…37,486$13.9M6.26%-1,23713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC37,105$13.8M1.6%+7,02913F-HRTimeline
Consolidated Portfolio Review Corp36,969$13.7M2.2%+38613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC36,787$13.6M5.45%+1,29013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC36,675$13.6M7.58%-92113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.41,101$13.5M0.03%-1,69613F-HRTimelineGroup
SYNOVUS FINANCIAL CORP36,401$13.5M0.17%+1,12213F-HRTimeline
Financial Insights, Inc.36,342$13.5M5.36%-4,40213F-HRTimeline
SAPIENT CAPITAL LLC36,307$13.5M0.27%+3,94413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC36,125$13.4M0.11%-1,51913F-HR/ATimelineGroup
Krilogy Financial LLC35,920$13.3M0.86%+4,53913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…35,851$13.3M2.02%-43113F-HRTimeline
Arete Wealth Advisors, LLC35,805$13.3M1.01%+2,68313F-HRTimeline
DDFG, Inc35,671$13.2M3.67%-1,92613F-HRTimeline
Snowden Capital Advisors LLC35,479$13.2M0.42%+1813F-HRTimeline
Rodgers & Associates, LTD35,476$13.2M1.6%+59313F-HRTimeline
Impact Partnership Wealth, LLC35,446$13.1M2.81%+1,71313F-HRTimeline
Ashton Thomas Private Wealth, LLC35,345$13.1M0.5%+4,80813F-HRTimeline
Sandy Spring Bank35,338$13.1M0.55%+2,49713F-HRTimeline
Gemmer Asset Management LLC35,320$13.1M1.31%+7613F-HRTimeline
Prostatis Group LLC35,107$13M4.11%+10,16413F-HRTimeline
Ausdal Financial Partners, Inc.35,019$13M0.98%+16,68413F-HRTimeline
Five Pine Wealth Management34,851$12.9M10.52%+3,25113F-HRTimeline
Addison Advisors LLC34,834$12.9M3.52%-12113F-HRTimeline
Mechanics Bank Trust Department34,788$12.9M1.76%-2,15313F-HRTimeline
Financial Connections Group, Inc.34,772$12.9M5.79%-64013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC34,473$12.8M2.49%+24313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC34,212$12.7M0.1%+73413F-HRTimeline
Safir Wealth Advisors, LLC34,090$12.6M10.03%-96613F-HRTimeline
Beacon Bridge Wealth Partners, LLC33,842$12.5M5.35%+2,33013F-HRTimeline
Koshinski Asset Management, Inc.33,823$12.5M1.06%-4,41213F-HRTimeline
Berger Financial Group, Inc33,812$12.5M0.87%+37513F-HRTimeline
Great Diamond Partners, LLC33,811$12.5M3.43%-96613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV33,732$12.5M3.94%+72413F-HRTimeline
Bristlecone Advisors, LLC33,633$12.5M1.02%-33713F-HRTimeline
Mutual Advisors, LLC33,102$12.5M0.36%-4,48413F-HRTimeline
Cornerstone Advisory, LLC32,469$12.5M1.45%+5,32313F-HRTimeline
INTEGRITY ALLIANCE, LLC.33,543$12.4M0.49%+32,15413F-HRTimeline
Enclave Advisors LLC33,372$12.4M2.11%+4,52313F-HRTimeline
Horizon Family Wealth, Inc.33,164$12.3M8.2%-1,19713F-HRTimeline
Eagle Strategies LLC33,043$12.3M2.13%+6,10713F-HRTimeline
Hurlow Wealth Management Group, Inc.32,857$12.2M3.81%-11813F-HRTimeline
CX Institutional32,801$12.2M0.46%+7,89613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC32,775$12.2M0.45%+4,95213F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.32,682$12.1M0.76%+1,57413F-HRTimelineGroup
NWF Advisory Services Inc.32,292$12M1.68%-42313F-HRTimeline
Smith & Howard Wealth Management, LLC32,288$12M3.27%+5,27013F-HRTimeline
Valeo Financial Advisors, LLC31,880$11.8M0.33%+11,88913F-HRTimeline
Sowell Financial Services LLC31,844$11.8M0.54%-4,59813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…31,459$11.7M0.23%-41213F-HRTimelineGroup
Clarius Group, LLC31,425$11.7M0.73%-33413F-HRTimeline
NOVEM GROUP30,881$11.5M1.62%+46713F-HRTimeline
Kingsview Wealth Management, LLC30,879$11.5M0.22%-1,51713F-HRTimeline
Manuka Financial, LLC30,627$11.4M7.36%+55813F-HRTimeline
Uptown Financial Advisors LLC30,530$11.3M11.7%+1,08513F-HRTimeline
N.E.W. Advisory Services LLC30,352$11.3M0.86%+4,93713F-HRTimeline
First Heartland Consultants, Inc.30,339$11.3M1.16%-6,03013F-HRTimeline
Capital Advisors, Ltd. LLC30,278$11.2M1.48%-88313F-HRTimeline
Clearstead Advisors, LLC30,253$11.2M0.17%-75613F-HRTimeline
Gladstone Institutional Advisory LLC30,160$11.2M0.52%+3,37913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC30,090$11.2M0.38%+1,47913F-HRTimeline
Yeomans Consulting Group, Inc.30,030$11.1M4.3%-20,34713F-HRTimeline
MCF Advisors LLC29,987$11.1M0.8%-4113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,914$11.1M0.11%+2,23513F-HRTimeline
IHT Wealth Management, LLC29,804$11.1M0.35%+1,81213F-HRTimeline
Kathmere Capital Management, LLC29,691$11M0.94%+1,40913F-HRTimeline
JMG Financial Group, Ltd.29,680$11M0.37%+6313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP29,343$10.9M0.08%-42613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV29,321$10.9M0.83%+36013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.29,201$10.8M3.46%+1,80913F-HRTimeline
NewEdge Wealth, LLC29,178$10.8M0.2%+61813F-HRTimeline
UMB Bank, n.a.29,130$10.8M0.18%-1,07313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Thrive Wealth Management, LLC29,121$10.8M2.06%-2,31513F-HRTimeline
Graham Capital Management, L.P.29,000$10.8M0.34%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC28,956$10.7M0.08%-1,93113F-HRTimelineGroup
One Charles Private Wealth Services, LLC28,879$10.7M3.47%+3,65613F-HRTimeline
Dodds Wealth, LLC28,794$10.7M3.48%-1213F-HRTimeline
Trust Co of the South28,537$10.6M2.21%+11,68513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding28,513$10.6M-348Timeline
Fusion Capital, LLC28,463$10.6M4.02%+1,99813F-HRTimeline
Facet Wealth, Inc.27,252$10.5M0.27%+14,51313F-HRTimeline
Cranbrook Wealth Management, LLC28,265$10.5M2.43%-67613F-HRTimeline
Payne Capital Management, LLC28,009$10.4M4.43%-89713F-HRTimeline
BLB&B Advisors, LLC27,991$10.4M0.53%013F-HRTimeline
Caprock Group, LLC27,962$10.4M0.32%+9,93913F-HRTimeline
FINANCIAL COUNSELORS INC27,909$10.3M0.16%-9,87913F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …27,830$10.3M7.15%+60213F-HRTimeline
Certus Wealth Management, LLC25,547$10.3M7.01%+56213F-HRTimeline
Integrity Wealth Solutions LLC27,725$10.3M5.57%-18313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD27,721$10.3M0.59%+5,06313F-HR/ATimeline
Lindbrook Capital, LLC27,496$10.2M0.94%-1,03713F-HRTimeline
Kraft, Davis & Associates, LLC28,951$10.2M3.27%-51913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC27,357$10.1M0.53%-94813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding27,264$10.1M+111Timeline
Hubbell Strickland Wealth Management, L…27,255$10.1M4.78%-31413F-HRTimeline
Birnam Oak Advisors, LP27,100$10M4.21%013F-HRTimeline
Oak Harvest Investment Services26,993$10M1.4%+2,00513F-HRTimeline
Elevated Capital Advisors, LLC26,775$9.93M2.78%-2,05913F-HRTimeline
Ironsides Asset Advisors, LLC26,612$9.87M2.9%-113F-HRTimeline
Root Financial Partners, LLC26,608$9.87M1.05%+16,83713F-HRTimeline
Texas Yale Capital Corp.26,539$9.84M0.4%-21913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD26,529$9.84M0.05%-95813F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC26,514$9.83M0.42%-1,95113F-HRTimelineGroup
ORSER CAPITAL MANAGEMENT, LLC26,467$9.81M7.21%-3,62813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC26,460$9.81M0.95%-213F-HRTimeline
IFG Advisory, LLC26,460$9.81M0.54%+30013F-HRTimeline
Mayfair Advisory Group, LLC26,432$9.8M5.65%+16913F-HRTimeline
Novak & Powell Financial Services, Inc.26,416$9.8M6.09%-68713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management26,270$9.74M1.56%13F-HRTimelineGroup
FINANCIAL LIFE ADVISORS26,178$9.71M3.62%-32813F-HRTimeline
Segment Wealth Management, LLC25,926$9.61M0.65%013F-HRTimeline
PCA Investment Advisory Services Inc.25,742$9.55M5.05%+3,04713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC25,374$9.54M0.81%-4,41113F-HRTimeline
Ethos Financial Group, LLC23,567$9.53M0.91%+13513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.25,627$9.5M0.1%-1,73413F-HRTimeline
WEDBUSH SECURITIES INC25,499$9.46M0.35%-77013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp25,357$9.4M0.43%+5,62013F-HRTimelineGroup
Bath Savings Trust Co25,344$9.4M0.97%-51913F-HRTimeline
Lansing Street Advisors25,330$9.39M3.14%-18013F-HRTimeline
BIP Wealth, LLC25,247$9.36M0.61%+13,57813F-HRTimeline
Curran Financial Partners, LLC25,155$9.33M2.29%+6,77313F-HRTimeline
GENTRY PRIVATE WEALTH, LLC25,137$9.32M7.67%+24,44413F-HRTimeline
Columbia River Financial Group, LLC24,946$9.25M6.18%-2,13213F-HRTimeline
Kathleen S. Wright Associates Inc.24,846$9.21M3.81%+63513F-HRTimeline
McAlister, Sweet & Associates, Inc.24,535$9.1M6.89%new13F-HRTimeline
Nabity-Jensen Investment Management Inc24,530$9.1M7.23%-31913F-HRTimeline
Capital Investment Advisory Services, L…24,475$9.08M0.81%+1,04713F-HRTimeline
Main Line Retirement Advisors, LLC24,427$9.06M5.88%+32913F-HRTimeline
Goodman Advisory Group, LLC24,420$9.06M2.76%-1,58413F-HR/ATimeline
Claris Financial LLC22,026$9.04M5.94%013F-HRTimeline
CWS Financial Advisors, LLC24,220$8.98M2.84%+1,56613F-HRTimeline
Semmax Financial Advisors Inc.22,903$8.88M2.4%-28413F-HRTimeline
RIVERSEDGE ADVISORS, LLC23,865$8.85M1.97%+1,86213F-HRTimeline
Petix & Botte Co23,511$8.72M2.3%-89413F-HRTimeline
Wilmington Savings Fund Society, FSB23,287$8.64M0.16%-3,53713F-HRTimeline
Von Berge Wealth Management Group, LLC23,200$8.61M5.55%-48013F-HRTimeline
Wellspring Financial Advisors, LLC943,782$8.6M0.96%-1,13013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT23,054$8.55M0.26%+6,57013F-HRTimeline
Cornerstone Wealth Management, LLC22,982$8.52M0.58%-85513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding23,713$8.47M-150Timeline
Hofer & Associates. Inc22,554$8.36M5.68%+3813F-HRTimeline
ERn Financial, LLC22,513$8.35M1.32%-4613F-HRTimeline
Madison Park Capital Advisors, LLC22,392$8.3M7.28%+37313F-HRTimeline
Csenge Advisory Group23,397$8.24M0.47%-81113F-HRTimeline
LongView Wealth Management22,177$8.22M2.47%-29613F-HRTimeline
Kendall Capital Management21,813$8.09M2.38%+1,63713F-HRTimeline
FIRST UNITED BANK & TRUST21,722$8.05M3.01%-1,71213F-HRTimeline
Intergy Private Wealth, LLC21,710$8.05M3.06%-37113F-HRTimeline
Bleakley Financial Group, LLC21,675$8.04M0.26%+18413F-HRTimeline
Verdence Capital Advisors LLC21,596$8.01M0.61%-1,31813F-HRTimeline
Washington Trust Advisors, Inc.21,590$8.01M0.71%-36113F-HRTimeline
Clearwater Capital Advisors, LLC21,560$7.99M0.77%-2613F-HRTimeline
Woodside Wealth Management LLC21,550$7.99M7.41%13F-HRTimeline
TPG Financial Advisors, LLC21,434$7.95M3.51%+8,37813F-HRTimeline
Brio Consultants, LLC21,341$7.91M1.24%+87013F-HR/ATimeline
GC Wealth Management RIA, LLC21,309$7.9M1.45%+1,99213F-HRTimeline
Mathes Company, Inc.21,220$7.87M3.2%-40013F-HRTimeline
Perennial Investment Advisors, LLC21,082$7.82M0.88%+29913F-HRTimeline
Bonfire Financial21,026$7.8M7.19%-94613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,984$7.78M0.1%+4,05013F-HRTimelineGroup
Acropolis Investment Management, LLC20,964$7.77M0.46%-3,34113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20,885$7.74M0.34%+2513F-HRTimeline
Yoder Wealth Management, Inc.20,857$7.73M4.35%-27013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.20,806$7.72M0.01%new13F-HRTimelineGroup
Register Financial Advisors LLC20,773$7.7M4.01%+63413F-HRTimeline
Fonville Wealth Management LLC20,642$7.69M2.26%+3,33713F-HRTimeline
Fourth Dimension Wealth, LLC20,704$7.68M3.71%-2713F-HRTimeline
Wealthspire Retirement, LLC20,682$7.67M0.61%-1,91913F-HRTimeline
Wells Financial Advisors INC20,539$7.62M10.5%+61813F-HRTimeline
Agate Pass Investment Management, LLC20,528$7.61M3.26%+1,03413F-HRTimeline
MidAtlantic Capital Management, Inc.20,450$7.58M5.96%+4613F-HRTimeline
DRAVO BAY LLC20,428$7.58M4.01%-3,24713F-HRTimeline
TUDOR INVESTMENT CORP ET AL20,371$7.55M0.07%+7,67513F-HRTimeline
Visionary Wealth Advisors20,321$7.54M0.45%+41913F-HRTimeline
Marcum Wealth, LLC20,293$7.52M0.65%-11313F-HRTimeline
Royal Fund Management, LLC20,222$7.51M0.89%-31413F-HRTimeline
Freedom Financial Partners LLC20,225$7.5M3.49%+8013F-HRTimeline
Latigo Investments, LLC20,176$7.48M3.99%013F-HRTimeline
Rinkey Investments20,131$7.46M2.36%+2,02913F-HRTimeline
CALTON & ASSOCIATES, INC.20,114$7.46M1.7%+1,99813F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding20,035$7.43M-875Timeline
Coastal Bridge Advisors, LLC20,010$7.42M0.67%+1,39713F-HR/ATimeline
Laurel Wealth Advisors LLC20,008$7.42M1.16%-52813F-HRTimeline
SOL Capital Management CO19,952$7.4M0.82%+1,08013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding19,874$7.37M+1,995Timeline