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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
Wells Financial Advisors INC19,921$8.18M11.14%+4413F-HRTimeline
Visionary Wealth Advisors19,902$8.17M0.48%-88913F-HRTimeline
Headlands Technologies LLC19,811$8.13M0.82%+19,47813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp19,737$8.1M0.53%013F-HRTimelineGroup
DEFINED WEALTH MANAGEMENT, LLC19,728$8.1M5.36%-15613F-HRTimeline
Maridea Wealth Management LLC19,554$8.03M2.59%13F-HRTimeline
Agate Pass Investment Management, LLC19,494$8M3.62%+4,56913F-HRTimeline
Dentgroup LLC19,479$8M6.11%-7913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV19,408$7.97M2.53%-4,44913F-HRTimeline
Tide Cove Capital Partners LLC19,678$7.96M6.86%13F-HR/ATimeline
GC Wealth Management RIA, LLC19,317$7.93M1.39%+1,02413F-HRTimeline
Bluespring Wealth Management, LLC19,172$7.87M0.81%-3,40713F-HRTimeline
Estate Counselors, LLC19,137$7.85M0.84%+44313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,982$7.79M0.24%+89813F-HRTimelineGroup
SOL Capital Management CO18,872$7.75M0.86%+1,63013F-HRTimeline
Pine Valley Investments Ltd Liability Co18,847$7.74M0.51%+27413F-HRTimeline
McKinley Carter Wealth Services, Inc.18,844$7.73M0.47%-54013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.18,844$7.73M5.34%13F-HRTimeline
Simmons Bankin group Simmons Bank18,819$7.72M0.56%-56513F-HRTimelineGroup
St. Louis Trust Co18,762$7.7M1.1%013F-HRTimeline
Coastal Bridge Advisors, LLC18,613$7.64M1.92%+1,64613F-HRTimeline
Diversified Portfolios, Inc.18,545$7.61M0.83%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC18,529$7.61M0.44%-79513F-HRTimeline
Watts Gwilliam & Co., LLC18,310$7.56M1.6%-1,24513F-HRTimeline
Curran Financial Partners, LLC18,382$7.54M1.98%+3,66413F-HRTimeline
Ausdal Financial Partners, Inc.18,335$7.53M0.65%+7813F-HRTimeline
Kovack Advisors, Inc.18,199$7.47M0.73%+80313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…18,183$7.46M1.46%+14,99713F-HRTimelineGroup
CALTON & ASSOCIATES, INC.18,116$7.44M3.29%+6,42313F-HRTimeline
Rinkey Investments18,102$7.43M2.38%+32113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC18,059$7.41M1.1%+94513F-HRTimeline
Caprock Group, LLC18,023$7.4M0.24%-4,55213F-HRTimeline
Wescott Financial Advisory Group, LLC17,945$7.37M0.76%-1,36713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding17,879$7.34M+1,881Timeline
Pine Harbor Wealth Management, LLC17,819$7.31M2.94%+2,68113F-HRTimeline
Parallel Advisors, LLC17,724$7.27M0.16%-59813F-HRTimeline
Crown Wealth Group, LLC17,683$7.26M2.95%+12,51913F-HRTimeline
Northstar Group, Inc.17,616$7.23M1.21%-1013F-HRTimeline
Rehmann Capital Advisory Group17,614$7.23M0.46%+62213F-HRTimeline
Disciplined Investments, LLC17,548$7.2M3.55%-9913F-HRTimeline
Abbot Financial Management, Inc.17,467$7.17M3.57%+24113F-HRTimeline
Weinberger Asset Management, Inc17,406$7.14M2.98%+58813F-HRTimeline
Mustard Seed Financial, LLC17,400$7.14M5.8%+53113F-HRTimeline
Apex Wealth Management, LLC17,377$7.13M6.16%13F-HRTimeline
Sightline Wealth Advisors, LLC17,338$7.12M3.84%-45013F-HRTimeline
Fonville Wealth Management LLC17,305$7.1M2.35%-1113F-HRTimeline
AAFMAA Wealth Management & Trust LLC17,299$7.1M3.11%+69813F-HRTimeline
Emerald Advisors, LLC17,197$7.06M0.97%+20813F-HRTimeline
SageView Advisory Group, LLC17,165$7.05M0.3%-27313F-HRTimeline
Winslow Capital Management, LLC17,038$6.99M0.02%+14,50713F-HRTimeline
Scott & Selber, Inc.17,016$6.98M2.1%+2013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,934$6.95M0.07%+2,24613F-HRTimelineGroup
BRIGHTON JONES LLC16,922$6.95M0.2%+87013F-HR/ATimeline
Keystone Financial Group16,852$6.92M0.68%-12713F-HRTimeline
Trust Co of the South16,852$6.92M1.41%+8,79913F-HRTimeline
First PREMIER Bank16,803$6.9M1.76%+2,26313F-HRTimeline
Willis Johnson & Associates, Inc.16,660$6.84M0.53%-59013F-HRTimeline
VICUS CAPITAL16,582$6.81M0.6%-3,86213F-HRTimeline
Capital Planning LLC16,487$6.77M1.77%+1,22313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT16,484$6.77M0.2%-40013F-HRTimeline
CGN Advisors LLC16,460$6.76M0.66%+43613F-HRTimeline
Campbell Deegan Wealth Management, LLC16,385$6.73M8.08%13F-HRTimeline
ELEMENT POINTE ADVISORS, LLC16,190$6.65M1.56%013F-HRTimeline
Quadcap Wealth Management, LLC16,153$6.63M0.98%+81013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC16,133$6.62M3.35%+1,22413F-HRTimeline
M3 Advisory Group, LLC16,114$6.61M4.74%+1,17813F-HRTimeline
Glen Eagle Advisors, LLC16,008$6.57M1.09%+1,44613F-HRTimeline
WealthShield Partners, LLC15,943$6.54M0.93%-25513F-HRTimeline
FDx Advisors, Inc.15,930$6.54M1.91%-2,38913F-HRTimeline
Tower View Wealth Management LLC15,844$6.5M3.44%+93913F-HRTimeline
MA Private Wealth15,818$6.49M1.21%-5013F-HRTimeline
CUMBERLAND ADVISORS INC15,625$6.41M2.56%+69513F-HRTimeline
Alexis Investment Partners, LLC15,440$6.4M3.13%13F-HRTimeline
Farther Finance Advisors, LLC15,559$6.39M0.23%+80713F-HRTimeline
Empower Advisory Group, LLC15,503$6.36M0.02%+2,01613F-HRTimeline
Zions Bancorporation, N.A.15,313$6.29M0.4%+3,52613F-HRTimeline
Edge Capital Group, LLC15,249$6.26M0.32%+3213F-HRTimeline
Advisory Alpha, LLC15,223$6.25M0.22%-92413F-HRTimeline
Infinity Wealth Counsel, LLC15,174$6.23M6.65%13F-HRTimeline
Chris Bulman Inc15,158$6.22M3.97%+29413F-HRTimeline
HTG Investment Advisors, Inc.15,107$6.2M2.84%+73513F-HRTimeline
Capital Planning Advisors, LLC15,080$6.19M0.96%-68913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.14,984$6.19M4.35%-5,18913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,025$6.17M0.04%+27813F-HRTimelineGroup
UPTICK PARTNERS, LLC14,870$6.1M2.21%+93313F-HRTimeline
Carnegie Investment Counsel14,703$6.03M0.17%+15813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,701$6.03M0.25%-2,62513F-HRTimelineGroup
CATALYST PRIVATE WEALTH, LLC14,683$6.03M2.68%-15313F-HRTimeline
Thrive Capital Management, LLC14,662$6.02M2.76%+6,50313F-HRTimeline
Insight Advisors, LLC/ PA14,518$6.01M1.03%-1,18613F-HRTimeline
Cohen Klingenstein LLC14,638$6.01M0.21%+12013F-HRTimeline
High Net Worth Advisory Group LLC14,417$5.92M1.65%+53213F-HRTimeline
SBI Securities Co., Ltd.14,383$5.9M0.18%13F-HRTimeline
Clarus Wealth Advisors14,525$5.89M2.93%+4013F-HRTimeline
Advocacy Wealth Management, LLC14,337$5.88M0.45%-14213F-HRTimeline
Cascades Capital Asset Management, LLC14,336$5.88M3.14%+99113F-HRTimeline
Journey Beyond Wealth, LLC14,270$5.86M5.5%13F-HRTimeline
SMITH, MOORE & CO.14,177$5.82M0.53%+46013F-HRTimeline
Avion Wealth14,148$5.81M1.49%+2,24513F-HRTimeline
Hexagon Capital Partners LLC14,074$5.78M1.05%-85513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC14,068$5.77M0.54%-34313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC14,029$5.76M2.93%+1,16813F-HRTimeline
NCM Capital Management, LLC14,001$5.75M2.59%+39013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,000$5.75M0.01%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding13,993$5.74M+5,180Timeline
World Investment Advisors13,975$5.74M0.16%+5,36313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV13,947$5.72M1.87%-9213F-HRTimeline
Horizon Investments, LLC13,943$5.72M0.16%+1,10313F-HRTimeline
Westfuller Advisors, LLC13,938$5.72M3.63%+12,74813F-HRTimeline
Revolve Wealth Partners, LLC13,876$5.7M0.85%-6413F-HR/ATimeline
GFS Advisors, LLC13,872$5.69M0.87%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC13,860$5.69M0.11%+30613F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding13,788$5.66M+7,955Timeline
Finward Bancorp13,787$5.66M4.91%13F-HRTimeline
Cascade Wealth Advisors, Inc13,784$5.66M3.83%-1,63213F-HRTimeline
Strategic Financial Concepts, LLC13,657$5.61M1.08%-2,15013F-HR/ATimeline
Strategic Financial Partners, Ltd.13,624$5.59M2.85%-21013F-HRTimeline
Aspen Wealth Management LLC13,612$5.59M1.66%-15113F-HRTimeline
Curi Capital, LLC13,526$5.55M0.13%013F-HRTimeline
HBK Sorce Advisory LLC13,448$5.52M0.17%-26613F-HRTimeline
GSG Advisors LLC13,425$5.51M1.74%+1,30713F-HRTimeline
FSA WEALTH PARTNERS, INC.13,414$5.51M1.29%new13F-HRTimeline
Winthrop Capital Management, LLC13,280$5.5M1.46%new13F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI13,324$5.47M0.39%-33013F-HRTimeline
Choate Investment Advisors13,281$5.45M0.13%-11213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC13,252$5.44M0.21%+8113F-HRTimeline
ASPIRIANT, LLC13,104$5.38M0.19%-1,23013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC13,101$5.38M1%-28613F-HRTimeline
CULBERTSON A N & CO INC13,085$5.37M0.85%+15713F-HRTimeline
TPG Financial Advisors, LLC13,056$5.36M2.33%+17113F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC13,041$5.35M4.41%-72413F-HRTimeline
Sensible Financial Planning & Managemen…13,013$5.34M1.11%-1813F-HRTimeline
Facet Wealth, Inc.12,739$5.34M0.14%-5,57613F-HRTimeline
Western Wealth Management, LLC12,967$5.32M0.35%-2,46913F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…12,957$5.32M0.02%+95813F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC12,893$5.29M0.05%+17513F-HRTimeline
LifeGoal Investments, LLC12,871$5.28M5.73%13F-HRTimeline
Motiv8 Investments LLC12,803$5.26M3.69%+1,32913F-HRTimeline
Patriot Financial Group Insurance Agenc…12,781$5.25M0.7%+1,33713F-HRTimeline
Glass Jacobson Investment Advisors llc12,752$5.23M1.72%+1,09513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bawa N Mallick Trust12,750$5.23M2.3%13F-HRTimeline
SEEDS INVESTOR LLC12,739$5.23M1.49%+38813F-HRTimeline
TUDOR INVESTMENT CORP ET AL12,696$5.21M0.06%-71913F-HRTimeline
BARRETT & COMPANY, INC.12,579$5.16M2.18%-22513F-HRTimeline
PLANNING DIRECTIONS INC12,578$5.16M3%-32213F-HRTimeline
CENTAURUS FINANCIAL, INC.12,540$5.15M0.31%+97313F-HRTimeline
BCS Wealth Management12,513$5.14M1.28%new13F-HRTimeline
MSH Capital Advisors LLC12,512$5.14M1.62%-2,12513F-HRTimeline
Ted Buchan & Co12,485$5.12M2.42%+11713F-HRTimeline
Security Financial Services, INC.12,466$5.12M1.04%+12213F-HRTimeline
Compass Investment Advisers LLC12,271$5.04M14.62%13F-HRTimeline
Aptus Capital Advisors, LLC12,247$5.03M0.06%+1,26013F-HRTimeline
Bay Rivers Group12,241$5.02M2.44%+4713F-HRTimeline
Battery Global Advisors, LLC12,241$5.02M2.69%013F-HRTimeline
EnRich Financial Partners LLC12,199$5.01M1.67%-33513F-HRTimeline
Asset Allocation & Management Company, …12,189$5M2.73%013F-HRTimeline
Parkside Financial Bank & Trust12,180$5M0.66%-96813F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,145$4.98M0.27%-30813F-HR/ATimeline
JENNISON ASSOCIATES LLC12,106$4.97M<0.01%+9,51613F-HRTimeline
NFSG Corp12,017$4.93M1.27%+1,81213F-HRTimeline
Laraway Financial Advisors Inc11,867$4.87M3.75%+37513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV11,776$4.87M1.9%13F-HRTimeline
ROMAN BUTLER FULLERTON & CO11,766$4.86M1.54%+39813F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…11,835$4.86M1.47%+2,90113F-HRTimeline
VSM Wealth Advisory, LLC11,816$4.85M1.73%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS11,759$4.83M1.82%013F-HRTimeline
Focus Financial Network, Inc.11,721$4.81M0.19%+6613F-HRTimeline
Spectrum Wealth Counsel, LLC11,683$4.8M0.56%+3,94813F-HRTimeline
BIP Wealth, LLC11,669$4.79M0.32%+1,25113F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…11,662$4.79M0.76%-17413F-HRTimelineGroup
Latko Wealth Management, Ltd.11,613$4.77M2.83%-43913F-HRTimeline
GUIDANCE CAPITAL, INC11,193$4.75M1.45%+1,15913F-HRTimeline
Sigma Planning Corp11,521$4.73M0.15%-67913F-HRTimeline
Emergent Wealth Advisors, LLC11,510$4.72M3.42%+20013F-HRTimeline
DIVERSIFIED TRUST CO11,490$4.72M0.11%+7913F-HRTimeline
FF Advisors,LLC11,096$4.7M3.23%-1313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…11,149$4.69M1.73%+2,37913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,321$4.65M<0.01%+8,98513F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC11,319$4.65M1.57%+14513F-HRTimeline
MOKAN Wealth Management Inc.11,285$4.63M2.95%13F-HRTimeline
Family CFO Inc11,261$4.62M2.54%+14513F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,257$4.62M0.16%+17513F-HRTimeline
Tradition Wealth Management, LLC11,216$4.6M0.41%-1013F-HRTimeline
Wedmont Private Capital11,203$4.56M0.24%+24413F-HRTimeline
LifePlan Investment Advisors, Inc.11,091$4.55M2.82%+38313F-HRTimeline
Quest 10 Wealth Builders, Inc.11,055$4.54M4.51%13F-HRTimeline
Elios Financial Group Inc.11,049$4.53M2.14%-1,02813F-HRTimeline
Clarity Capital Advisors, LLC10,927$4.48M3%+1,71813F-HRTimeline
Composition Wealth, LLC10,923$4.48M0.09%-4,83613F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.10,923$4.48M1.98%+10713F-HRTimeline
Idaho Trust Co10,897$4.47M2.25%-1,07813F-HRTimeline
Arkadios Wealth Advisors10,871$4.46M0.24%+73513F-HRTimeline
Sage Mountain Advisors LLC10,858$4.46M0.33%013F-HRTimeline
SOA Wealth Advisors, LLC.10,823$4.44M0.82%-21013F-HR/ATimeline
Beirne Wealth Consulting Services, LLC10,815$4.44M1.6%+1213F-HRTimeline
Greystone Financial Group, LLC10,807$4.44M0.77%+1,21913F-HRTimeline
Evercore Wealth Management, LLC10,802$4.43M0.07%013F-HRTimeline
Avidian Wealth Enterprises, LLC10,800$4.43M0.2%-13913F-HRTimeline
OPINICUS CAPITAL, INC.10,739$4.41M3.71%-38513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,732$4.4M0.22%-57013F-HRTimeline