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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
XY Planning Network, Inc.10,718$4.4M3.3%13F-HRTimeline
Signal Advisors Wealth, LLC10,693$4.39M0.5%-86213F-HRTimeline
Disciplined Investors, L.L.C.10,751$4.36M4.2%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,541$4.33M0.13%+49513F-HRTimeline
Altiora Financial Group, LLC10,530$4.32M0.94%013F-HRTimeline
Institute for Wealth Management, LLC.10,523$4.32M0.54%-56413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI10,520$4.32M0.23%+14913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC10,496$4.31M0.73%+1,42713F-HRTimeline
EMC Capital Management10,491$4.31M2.42%-36,95413F-HRTimeline
UNITED BANK10,476$4.3M0.51%013F-HRTimeline
Level Financial Advisors10,410$4.27M1.57%+3,54313F-HRTimeline
Apexium Financial, LP10,408$4.27M0.26%+11513F-HRTimeline
KWMG, LLC10,382$4.26M0.44%-21013F-HRTimeline
Fulcrum Capital LLC10,332$4.24M0.89%+1,45613F-HRTimeline
Maia Wealth LLC10,264$4.24M0.91%+14413F-HRTimeline
Sound View Wealth Advisors Group, LLC10,304$4.23M0.34%+91913F-HRTimeline
NorthStar Asset Management LLC /NJ/10,261$4.21M2.68%+6113F-HRTimeline
EVOKE WEALTH, LLC10,257$4.21M0.12%+6,20013F-HRTimeline
WEST BANCORPORATION INC10,241$4.2M2.76%+1,70113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV10,213$4.19M1.24%+2,11813F-HRTimeline
MONTAG A & ASSOCIATES INC10,161$4.17M0.2%-29613F-HRTimeline
Riggs Asset Managment Co. Inc.10,068$4.17M1.11%+13013F-HRTimeline
Gradient Capital Advisors, LLC10,156$4.17M1.34%-24513F-HRTimeline
Veridan Wealth LLC10,038$4.16M1.95%13F-HRTimeline
Zhang Financial LLC10,130$4.16M0.24%+2413F-HRTimeline
Stark Wealth Management LLC10,092$4.14M3.05%13F-HRTimeline
FORTE CAPITAL LLC /ADV10,053$4.13M0.46%-29813F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC10,050$4.12M1.96%-25013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,046$4.12M0.17%-33713F-HR/ATimeline
Causey Wealth LLC10,013$4.11M2.39%13F-HRTimeline
WESPAC Advisors SoCal, LLC9,986$4.1M0.93%-3,17813F-HRTimeline
Fort Vancouver Investment Management, L…9,938$4.08M3.46%013F-HRTimeline
Warwick Investment Management, Inc.9,905$4.07M0.84%+4,98113F-HRTimeline
Houlihan Financial Resource Group, Ltd.9,888$4.06M1.73%-25613F-HRTimeline
Root Financial Partners, LLC9,771$4.01M0.5%+5,23513F-HRTimeline
Charter Oak Capital Management, LLC9,755$4M0.37%+24513F-HRTimeline
Peak Retirement Planning, Inc.9,692$3.99M2.7%13F-HRTimeline
Stokes Family Office, LLC9,707$3.98M0.43%-2,37513F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC9,701$3.98M1.94%-35813F-HRTimeline
BridgePort Financial Solutions, LLC9,983$3.98M1.8%13F-HRTimeline
Integrated Investment Consultants, LLC9,691$3.98M0.82%new13F-HR/ATimeline
Pallas Capital Advisors LLC9,675$3.97M0.17%+7613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,656$3.96M0.29%+313F-HRTimeline
ORG Partners LLC9,648$3.96M0.54%+1,60513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC9,622$3.95M<0.01%+9,39513F-HR/ATimelineGroup
Paloma Partners Management Coin group Paloma Partners Management Co9,600$3.94M0.26%new13F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC9,544$3.92M0.49%-13813F-HRTimeline
Councilor Wealth, LLC9,526$3.91M1.86%+29913F-HRTimeline
Global Financial Private Client, LLC9,508$3.9M1.46%-85613F-HRTimeline
Bravias Capital Group, LLC9,305$3.89M3.16%13F-HRTimeline
Plante Moran Financial Advisors, LLC9,483$3.89M0.32%-12213F-HRTimeline
WORLD EQUITY GROUP, INC.9,436$3.87M0.83%+7,57513F-HRTimeline
Probity Advisors, Inc.9,418$3.87M0.74%-35213F-HRTimeline
Moors & Cabot, Inc.9,412$3.86M0.18%+65813F-HRTimeline
Blue Trust, Inc.9,409$3.86M0.05%-9013F-HR/ATimeline
Savvy Advisors, Inc.9,403$3.86M0.46%+55313F-HRTimeline
NIXON PEABODY TRUST CO9,400$3.86M0.32%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp9,381$3.85M0.54%+25713F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB9,328$3.83M0.38%+63513F-HRTimeline
Compass Financial Group, INC/SD9,317$3.82M0.73%-4013F-HRTimeline
DAVIDSON TRUST CO9,236$3.79M1.95%-48713F-HRTimeline
COZAD ASSET MANAGEMENT INC9,232$3.79M0.35%-12913F-HRTimeline
MGB Wealth Management, LLC9,155$3.78M1.17%+20913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,060$3.75M0.35%+6,14713F-HRTimeline
SUTTON PLACE INVESTORS LLC9,122$3.74M2.17%-7713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,108$3.74M<0.01%+1,11713F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC9,055$3.72M0.23%+90013F-HRTimeline
Kuhn & Co Investment Counsel9,044$3.71M3.16%-10213F-HRTimeline
Valmark Advisers, Inc.9,040$3.71M0.06%-1,01113F-HRTimeline
EQUITABLE TRUST CO8,950$3.67M0.21%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC8,944$3.67M0.2%-1,17113F-HRTimeline
Kelman-Lazarov, Inc.8,942$3.67M0.66%-37713F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC8,934$3.67M2%-2613F-HRTimeline
National Philanthropic Trust8,922$3.66M0.05%+36013F-HRTimeline
Aaron Wealth Advisors LLC8,904$3.65M0.42%-2813F-HRTimeline
HHM Wealth Advisors, LLC8,892$3.65M0.5%+20813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,883$3.65M0.17%+46013F-HRTimelineGroup
NESTEGG ADVISORS, INC.8,805$3.64M3.68%13F-HRTimeline
Stonegate Investment Group, LLC8,857$3.64M0.1%+27813F-HRTimeline
Raab & Moskowitz Asset Management LLC8,847$3.63M0.89%-1,05313F-HRTimeline
Edge Financial Advisors LLC8,806$3.61M3.23%-2313F-HRTimeline
Smithfield Trust Co8,782$3.6M0.18%-1,53113F-HRTimeline
Prospect Financial Services LLC8,745$3.59M1.96%+54513F-HRTimeline
Birchcreek Wealth Management, LLC8,731$3.58M2.25%+8813F-HRTimeline
Compton Wealth Advisory Group, LLC8,713$3.58M0.92%-9313F-HRTimeline
Capital Investment Advisors, LLC8,713$3.58M0.07%+1,61813F-HRTimeline
Laird Norton Wetherby Wealth Management…8,659$3.55M0.17%+24513F-HRTimeline
Aspen Grove Capital, LLC8,630$3.54M0.75%+61513F-HRTimeline
KG Capital Management8,603$3.53M1.14%+59213F-HRTimeline
White Knight Strategic Wealth Advisors,…8,582$3.52M1.47%+3,87813F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC8,500$3.49M0.56%-58,49013F-HRTimeline
PACIFIC FINANCIAL GROUP INC8,487$3.48M2.58%-1,01913F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC8,477$3.48M2.67%+6713F-HRTimeline
Strategic Family Wealth Counselors, L.L…8,455$3.47M1.13%+17213F-HRTimeline
Smartleaf Asset Management LLC8,358$3.46M0.35%+1,86213F-HRTimeline
1900 WEALTH MANAGEMENT LLC8,403$3.45M0.29%+8113F-HRTimeline
RVW Wealth, LLC8,397$3.45M0.32%-5213F-HRTimeline
Integrated Advisors Network LLC8,382$3.44M0.16%-22813F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP8,378$3.44M0.51%+2,59213F-HRTimeline
Center for Financial Planning, Inc.8,337$3.42M0.46%+1613F-HRTimeline
Financial Alternatives, Inc8,333$3.42M2.41%-1613F-HRTimeline
Ellevest, Inc.8,307$3.41M0.2%-5613F-HRTimeline
Grandview Asset Management LLC8,272$3.4M1.25%new13F-HRTimeline
Madison Wealth Partners, Inc8,249$3.39M0.95%-5313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,247$3.38M0.08%+7013F-HRTimeline
Forum Private Client Group LLC8,211$3.37M1.5%-20113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8,473$3.37M0.26%+4,37513F-HRTimelineGroup
Outlook Wealth Advisors, LLC8,190$3.36M0.97%+42413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,137$3.34M0.25%+2,79413F-HRTimeline
NorthRock Partners, LLC8,102$3.33M0.11%-60413F-HR/ATimeline
Accurate Wealth Management, LLC8,150$3.32M0.64%-25013F-HRTimeline
Keebeck Wealth Management8,067$3.31M0.48%+42313F-HRTimeline
Covington Investment Advisors Inc.8,063$3.31M0.5%+15313F-HR/ATimeline
ASHTON THOMAS SECURITIES, LLC8,062$3.31M0.91%-64713F-HRTimeline
RFP Financial Group LLC8,026$3.31M1.29%-8,39813F-HRTimeline
Platform Technology Partners8,007$3.29M1%+1,71813F-HRTimeline
Apeiron RIA LLC8,001$3.28M0.92%-40213F-HRTimeline
City State Bank7,992$3.28M1.16%+80113F-HRTimeline
Southland Equity Partners LLC7,975$3.27M0.76%+13913F-HRTimeline
Reynders McVeigh Capital Management, LLC7,956$3.27M0.17%-14613F-HRTimeline
Coastline Trust Co7,950$3.26M0.38%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HANOVER ADVISORS INC7,944$3.26M1.37%+20213F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,919$3.25M2.12%+81113F-HRTimeline
Clear Creek Financial Management, LLC7,841$3.22M0.35%+37313F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,836$3.22M0.21%-48913F-HRTimeline
BAKER BOYER NATIONAL BANK7,825$3.21M1.11%+3313F-HRTimeline
Red Wave Investments LLC7,809$3.21M1.12%-15013F-HRTimeline
Aureus Asset Management, LLC7,808$3.2M0.21%013F-HRTimeline
RCS Financial Planning, LLC7,786$3.2M1.7%-60713F-HRTimeline
Advance Capital Management, Inc.7,777$3.19M0.15%-4513F-HRTimeline
Wilson & Boucher Capital Management, LLC7,724$3.17M2.25%013F-HRTimeline
American Capital Advisory, LLC7,682$3.15M1.75%+41613F-HRTimeline
Keel Point, LLC7,681$3.15M0.25%+2,64713F-HRTimeline
Sanctuary Wealth Management, L.L.C.7,677$3.15M2.08%+3,45713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,672$3.15M0.36%+1,15313F-HRTimelineGroup
Canvas Wealth Advisors, LLC7,663$3.15M0.79%-45613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding7,663$3.12M+2,682Timeline
KMG FIDUCIARY PARTNERS, LLC7,549$3.1M0.26%-51513F-HRTimeline
Richmond Investment Services, LLC7,504$3.08M1.73%13F-HRTimeline
Encompass More Asset Management7,483$3.07M1.01%new13F-HRTimeline
HOGE FINANCIAL SERVICES, LLC7,477$3.07M2.25%-4213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC7,459$3.06M0.46%-25913F-HRTimeline
Cassaday & Co Wealth Management LLC7,435$3.05M0.08%+1113F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)7,428$3.05M1.37%-19913F-HRTimeline
GHP Investment Advisors, Inc.7,399$3.04M0.14%-11713F-HRTimeline
L. Roy Papp & Associates, LLP7,369$3.02M0.35%+12113F-HRTimeline
EARNED WEALTH ADVISORS, LLC7,346$3.02M0.96%+18813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.7,322$3.01M0.19%+1,24113F-HRTimelineGroup
Global Wealth Management Investment Adv…7,316$3M0.62%+14613F-HRTimeline
Martin Worley Group7,276$2.99M1.87%13F-HRTimeline
MOTCO7,265$2.98M0.31%-4013F-HRTimeline
ArchPoint Investors7,220$2.96M0.97%013F-HRTimeline
Arkos Global Advisors7,200$2.96M0.43%013F-HRTimeline
Fisher Asset Management, LLC7,127$2.93M<0.01%-1,18813F-HRTimeline
Del-Sette Capital Management, LLC7,095$2.91M2.36%-58713F-HRTimeline
Chicago Capital, LLC7,052$2.89M0.08%-16313F-HRTimeline
GREENLEAF TRUST7,025$2.88M0.03%+81613F-HRTimeline
United Advisor Group, LLC6,990$2.87M0.57%+49013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,989$2.87M0.05%+1313F-HR/ATimelineGroup
MJP ASSOCIATES INC /ADV6,954$2.85M0.51%+52113F-HRTimeline
Vise Technologies, Inc.6,911$2.84M0.24%-10713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,905$2.83M0.18%+22513F-HRTimelineGroup
Paragon Private Wealth Management, LLC6,856$2.81M1.3%-1,19113F-HRTimeline
Stonebridge Financial Planning Group, L…6,849$2.81M1.26%+20713F-HRTimeline
Invst, LLC6,840$2.81M0.34%+4013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.6,825$2.8M1.65%13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC6,822$2.8M0.05%+58713F-HRTimelineGroup
ProVise Management Group, LLC6,799$2.79M0.24%-89913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,799$2.79M0.17%+11113F-HRTimeline
WBH ADVISORY INC6,769$2.78M0.26%+3,71113F-HRTimeline
SHARPEPOINT LLC6,739$2.77M2.49%13F-HRTimeline
PFG Investments, LLC6,729$2.76M0.17%+1,27813F-HRTimeline
Compass Ion Advisors, LLC6,668$2.74M0.32%+9413F-HRTimeline
Ciovacco Capital Management LLC6,655$2.73M1.56%-9013F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,624$2.72M0.07%+1113F-HRTimeline
Continuum Advisory, LLC6,623$2.72M0.35%+25813F-HRTimeline
Caldwell Trust Co6,615$2.72M0.28%+3,58813F-HRTimeline
Talon Private Wealth, LLC6,591$2.71M0.57%+3,74013F-HR/ATimeline
Axis Wealth Partners, LLC6,583$2.7M2.28%13F-HRTimeline
Fenimore Asset Management Inc6,581$2.7M0.06%013F-HRTimeline
ADE, LLC6,556$2.69M1.65%-3613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,556$2.69M0.04%+38813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,535$2.68M0.07%+11713F-HRTimeline
Gallagher Capital Advisors, LLC6,530$2.68M1.95%13F-HRTimeline
Diversified Enterprises, LLC6,510$2.67M0.26%-1313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,473$2.66M0.04%+2,90413F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC6,467$2.65M0.27%+8913F-HRTimeline
McAdam, LLC6,451$2.65M0.14%-44913F-HRTimeline
Rockwood Wealth Management, LLC6,389$2.65M0.29%+5713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,446$2.65M0.06%-21313F-HRTimelineGroup
Mezzasalma Advisors, LLC6,419$2.63M0.85%+3,80613F-HRTimeline
Obsidian Personal Planning Solutions LLC6,297$2.63M1.27%-24613F-HRTimeline
EFG Private Wealth Management (Americas…6,406$2.63M0.51%-1,95013F-HRTimeline
Fjell Capital, LLC6,404$2.63M2.71%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,392$2.62M0.04%-8213F-HRTimeline
JT Stratford LLC6,384$2.62M0.43%+12413F-HRTimeline
Ballentine Partners, LLC6,387$2.62M0.04%+1,47213F-HRTimeline
Next Capital Management LLC6,308$2.59M1.06%013F-HRTimeline
Columbia Asset Management6,304$2.59M0.49%-74113F-HRTimeline
EWA, LLC6,292$2.58M0.97%-7513F-HRTimeline