Skip to content
Disclosery

VUG VANGUARD INDEX FDS

Follow

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
NORTH STAR ASSET MANAGEMENT INC6,286$2.58M0.11%013F-HRTimeline
Bowman & Co S.C.6,281$2.58M1.33%+75513F-HRTimeline
Plancorp, LLC6,263$2.57M0.11%-2313F-HRTimeline
IBEX WEALTH ADVISORS6,223$2.55M0.3%new13F-HRTimeline
Kaydan Wealth Management, Inc.6,169$2.53M0.84%+53213F-HRTimeline
Summit Investment Advisory Services, LLC6,155$2.53M1.3%+113F-HRTimeline
MTC Wealth Management LLC6,121$2.51M1.21%-17713F-HRTimeline
American Institute for Advanced Investm…6,054$2.48M1.85%-4713F-HRTimeline
Buckingham Capital Management, Inc.6,049$2.48M0.28%new13F-HRTimeline
Stone Summit Wealth LLC6,045$2.48M0.83%+10513F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.6,043$2.48M1.39%13F-HRTimeline
Silver Lake Advisory, LLC6,041$2.48M1.09%+3413F-HRTimeline
Blue Zone Wealth Advisors, LLC6,039$2.48M0.71%-11213F-HRTimeline
Jordan Park Group LLC6,000$2.46M0.18%013F-HRTimeline
IPG Investment Advisors LLC5,993$2.46M0.56%new13F-HRTimeline
Smith Salley Wealth Management5,992$2.46M0.16%+16113F-HRTimeline
PINNACLE ASSOCIATES LTD5,989$2.46M0.03%+1,95813F-HRTimeline
Argent Trust Co5,982$2.46M0.1%+613F-HRTimeline
WEALTH EFFECTS LLC5,958$2.45M0.87%+1013F-HRTimeline
RS CRUM INC.5,935$2.44M0.6%-34513F-HRTimeline
Prepared Retirement Institute LLC5,930$2.43M1.39%-24413F-HRTimeline
SigFig Wealth Management, LLC5,877$2.43M0.09%-59713F-HRTimeline
Sunburst Financial Group, LLC5,914$2.43M0.6%-16213F-HRTimeline
Fortis Group Advisors, LLC5,907$2.42M0.45%+89713F-HRTimeline
DAVIS R M INC5,892$2.42M0.05%+2,26213F-HRTimeline
Intrua Financial, LLC5,879$2.41M0.39%-2,94913F-HRTimeline
Jackson Hole Capital Partners, LLC5,865$2.41M0.49%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC5,865$2.41M2.04%+113F-HRTimeline
WESPAC Advisors, LLC5,859$2.4M1.77%-14813F-HRTimeline
Olde Wealth Management, LLC5,857$2.4M0.86%-26113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,849$2.4M<0.01%new13F-HRTimelineGroup
MilWealth Group LLC5,846$2.4M0.65%-6813F-HRTimeline
Wiser Advisor Group LLC5,840$2.4M3.49%+413F-HRTimeline
K2 Financial Inc.5,896$2.39M2.38%13F-HRTimeline
CERTUITY, LLC5,824$2.39M0.26%+23413F-HRTimeline
TFB Advisors LLC5,816$2.39M0.68%-45913F-HRTimeline
JMAC ENTERPRISES LLC5,793$2.38M0.37%+6013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,773$2.37M0.08%+21613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TD Waterhouse Canada Inc.5,771$2.37M0.02%-3813F-HRTimeline
Carl P. Sherr & Co., LLC5,757$2.36M1.24%-12613F-HRTimeline
CPA Asset Management Group, LLC5,729$2.35M1.09%+63113F-HRTimeline
KFA Private Wealth Group, LLC5,717$2.35M0.98%+26513F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding5,713$2.35MnewTimeline
Covenant Asset Management, LLC5,706$2.34M0.52%+12113F-HRTimeline
Evergreen Wealth Management, LLC5,702$2.34M1.38%-9713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments5,682$2.33M0.15%+1,91113F-HRTimelineGroup
Quadrant Private Wealth Management, LLC5,658$2.32M0.57%-2,02313F-HRTimeline
Accretive Wealth Partners, LLC5,655$2.32M0.99%-71513F-HRTimeline
Barnes Wealth Management Group, Inc5,649$2.32M1.55%13F-HRTimeline
Park Square Financial Group, LLC5,645$2.32M1.6%13F-HRTimeline
Anchor Investment Management, LLC5,640$2.31M0.22%+89313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC5,631$2.31M0.02%+40613F-HRTimelineGroup
EASTERLY INVESTMENT PARTNERS LLC5,617$2.31M0.18%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,612$2.3M0.38%+913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,603$2.3M0.04%+19713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,598$2.3M1.36%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,589$2.29M0.03%+8113F-HRTimeline
Evanson Asset Management, LLC5,585$2.29M0.16%-79913F-HRTimeline
Trinity Financial Advisors LLC5,550$2.27M0.86%+18213F-HRTimeline
Good Life Advisors, LLC5,534$2.27M0.17%-15513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,521$2.27M0.46%013F-HRTimeline
Goodwin Investment Advisory5,513$2.26M1.18%-913F-HRTimeline
Independent Wealth Network Inc.5,511$2.26M0.92%+42913F-HRTimeline
Atlas Legacy Advisors, LLC5,505$2.26M0.55%13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC5,498$2.26M0.19%+113F-HRTimeline
WMS Partners, LLC5,490$2.25M0.13%013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,485$2.25M0.18%+17813F-HRTimeline
Sagace Wealth Management LLC5,482$2.25M1.69%-1,32913F-HRTimeline
West Financial Advisors, LLC5,470$2.24M0.43%+30513F-HRTimeline
TRUEFG, LLC5,462$2.24M0.73%-8413F-HRTimeline
BKM Wealth Management, LLC5,448$2.24M0.92%-24213F-HRTimeline
PAX Financial Group, LLC5,443$2.23M0.4%+90613F-HRTimeline
Occidental Asset Management, LLC5,419$2.22M0.35%+1,26613F-HRTimeline
Belpointe Asset Management LLC5,913$2.22M0.13%+18113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,391$2.21M0.03%+4,14113F-HRTimelineGroup
Lion Street Advisors, LLC5,375$2.21M0.7%-55813F-HRTimeline
Triangle Securities Wealth Management5,358$2.2M0.56%+21713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Investor's Fiduciary Advisor Network, L…5,340$2.19M0.84%13F-HRTimeline
Foguth Wealth Management, LLC.5,164$2.19M0.57%+7513F-HRTimeline
Journey Advisory Group, LLC5,771$2.16M0.26%013F-HRTimeline
Geometric Wealth Advisors5,253$2.16M0.39%013F-HRTimeline
OLD NATIONAL BANCORP /IN/5,239$2.15M0.05%+2,24813F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5,233$2.15M0.42%+3013F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.5,216$2.14M1.82%13F-HRTimeline
Marks Group Wealth Management, Inc5,207$2.14M0.21%-27313F-HRTimeline
Crestwood Advisors Group, LLC5,191$2.13M0.04%+14613F-HRTimeline
WHITTIER TRUST CO5,189$2.13M0.03%013F-HRTimeline
Wick Capital Partners, LLC5,166$2.12M0.63%+63213F-HR/ATimeline
MV CAPITAL MANAGEMENT, INC.5,125$2.1M0.22%013F-HRTimeline
Bordeaux Wealth Advisors LLC5,116$2.1M0.34%013F-HR/ATimeline
Greenhouse Wealth Management, LLC5,102$2.09M1.38%-4613F-HRTimeline
ACAS, LLC4,975$2.09M1.55%-55213F-HRTimeline
SeaCrest Wealth Management, LLC5,089$2.09M0.22%+58013F-HRTimeline
Pinnacle Bancorp, Inc.5,088$2.09M0.68%-19213F-HRTimeline
Pure Financial Advisors, LLC5,077$2.08M0.05%+1,36613F-HRTimeline
PATTEN & PATTEN INC/TN5,071$2.08M0.14%+11813F-HRTimeline
Tradewinds, LLC.4,922$2.07M0.58%-2113F-HRTimeline
LifeSteps Financial, Inc.5,051$2.07M1.59%-3213F-HRTimeline
Main Street Financial Solutions, LLC5,025$2.06M0.2%-2,09713F-HRTimeline
RoundAngle Advisors LLC5,019$2.06M1.96%13F-HRTimeline
Sabal Trust CO5,012$2.06M0.12%-1,04013F-HRTimeline
Harbour Capital Advisors, LLC4,927$2.05M0.46%+38113F-HRTimeline
Wealthstream Advisors, Inc.4,990$2.05M0.38%+8813F-HRTimeline
Summit Wealth Partners, LLC4,987$2.05M0.42%+1313F-HRTimeline
Annex Advisory Services, LLC4,982$2.04M0.06%+2,88813F-HRTimeline
Vantage Financial Partners, LLC4,981$2.04M0.51%-4713F-HRTimeline
Rossmore Private Capital4,975$2.04M0.25%+32213F-HRTimeline
Fulton Bank, N.A.4,973$2.04M0.08%013F-HRTimeline
SwitchPoint Financial Planning, LLC4,954$2.03M1.95%13F-HRTimeline
Stephens Consulting, LLC4,949$2.03M0.51%-6113F-HRTimeline
May Hill Capital, LLC4,944$2.03M0.79%13F-HRTimeline
SVB WEALTH LLC4,936$2.03M0.04%new13F-HRTimeline
Powell Investment Advisors, LLC4,913$2.02M0.93%+213F-HRTimeline
Hanson & Doremus Investment Management4,909$2.02M0.32%013F-HRTimeline
TAP Consulting, LLC4,908$2.01M0.41%-2213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC4,896$2.01M1.53%-10013F-HRTimeline
DT Investment Partners, LLC4,886$2.01M0.17%013F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC4,835$1.98M0.06%-5713F-HRTimeline
SteelPeak Wealth, LLC4,831$1.98M0.08%+2,21113F-HRTimeline
Busey Bank4,797$1.97M0.06%-5813F-HRTimeline
Marquette Asset Management, LLC4,794$1.97M0.32%-18313F-HRTimeline
BXM Wealth LLC4,794$1.97M2.75%13F-HRTimeline
ADIRONDACK TRUST CO4,779$1.96M0.75%+38213F-HRTimeline
PARK NATIONAL CORP /OH/4,764$1.96M0.07%013F-HRTimeline
Asset Dedication, LLC4,761$1.95M0.15%-27713F-HRTimeline
Coppell Advisory Solutions LLC4,710$1.95M0.27%+85513F-HRTimeline
Strategic Advocates LLC4,739$1.95M0.66%-9413F-HRTimeline
Taylor Hoffman Capital Management LLC4,727$1.94M0.7%-12713F-HRTimeline
Wealth Watch Advisors, INC4,714$1.93M1.2%13F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,713$1.93M0.24%013F-HRTimeline
Iron Gate Global Advisors LLC4,683$1.92M0.27%+19113F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC4,638$1.9M0.74%+43213F-HRTimeline
Bedel Financial Consulting, Inc.4,522$1.9M0.26%-4013F-HRTimeline
IFC Advisors LLC4,622$1.9M0.41%13F-HRTimeline
Sunbelt Securities, Inc.4,537$1.88M0.17%-85713F-HRTimeline
STALEY CAPITAL ADVISERS INC4,571$1.88M0.08%-8713F-HRTimeline
Avant Capital LLC4,560$1.87M1.55%13F-HRTimeline
Soltis Investment Advisors LLC4,554$1.87M0.17%+16113F-HRTimeline
Legacy Capital Wealth Partners, LLC4,543$1.86M0.46%new13F-HRTimeline
Key Financial Inc4,542$1.86M0.42%+713F-HRTimeline
REDW Wealth LLC4,542$1.86M0.65%-1,75813F-HRTimeline
CRA Financial Services, LLC4,523$1.86M0.32%+17513F-HRTimeline
Clarendon Private LLC4,517$1.85M1.94%13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,507$1.85M0.73%+3,07713F-HRTimeline
Spinnaker Investment Group, LLC4,502$1.85M0.45%-64613F-HRTimeline
Rollins Financial Advisors, LLC4,464$1.83M0.29%-513F-HRTimeline
Mission Creek Capital Partners, Inc.4,414$1.81M0.4%-15913F-HRTimeline
Heritage Financial Services, LLC4,411$1.81M0.24%+7313F-HRTimeline
Trilogy Capital Inc.4,409$1.81M0.09%+49513F-HRTimeline
INGALLS & SNYDER LLC4,392$1.8M0.07%-38113F-HRTimeline
OPTIMA CAPITAL LLC4,389$1.8M1.24%13F-HRTimeline
Stonebrook Private Inc.4,386$1.8M0.47%-8013F-HRTimeline
FineMark National Bank & Trust4,368$1.79M0.06%+54313F-HRTimeline
Hershey Financial Advisers, LLC4,333$1.78M1.57%13F-HRTimeline
Allegheny Financial Group4,328$1.78M0.46%+36213F-HRTimeline
Atlantic Edge Private Wealth Management…4,327$1.78M0.55%+1,89513F-HRTimeline
FWG Investments, LLC.4,309$1.77M1.37%+3,55713F-HRTimeline
Nicholas Hoffman & Company, LLC.4,260$1.75M0.07%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Icon Wealth Advisors, LLC4,248$1.74M0.14%013F-HRTimeline
NorthLanding Financial Partners, LLC4,243$1.74M1.76%-37213F-HRTimeline
Sterling Wealth Management, Inc.4,241$1.74M0.64%+513F-HRTimeline
Wingate Wealth Advisors, Inc.4,212$1.73M1.7%13F-HRTimeline
Fusion Family Wealth, LLC4,194$1.72M0.16%013F-HRTimeline
PRIVATE TRUST CO NA4,192$1.72M0.18%+15013F-HRTimeline
CIBC WORLD MARKET INC.4,180$1.72M<0.01%+45513F-HRTimeline
Strait & Sound Wealth Management LLC4,151$1.7M0.79%-18013F-HRTimeline
Tyler-Stone Wealth Management4,148$1.7M0.3%+113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,144$1.7M0.06%+2,20613F-HRTimelineGroup
360 Financial, Inc.4,143$1.7M0.62%-71413F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC4,143$1.7M0.03%+513F-HRTimelineGroup
Grange Capital, LLC4,139$1.7M1.78%13F-HRTimeline
Boyd Wealth Management, LLC4,132$1.7M0.84%013F-HRTimeline
Newman Dignan & Sheerar, Inc.4,125$1.69M0.43%013F-HRTimeline
CWA Asset Management Group, LLC4,119$1.69M0.09%+47113F-HRTimeline
Alta Wealth Advisors LLC4,099$1.68M0.74%013F-HRTimeline
Qube Research & Technologies Ltd4,095$1.68M<0.01%+1,60513F-HRTimeline
SkyOak Wealth, LLC4,092$1.68M0.36%-15913F-HRTimeline
Park Place Capital Corp4,087$1.68M0.47%-313F-HRTimeline
Providence Capital Advisors, LLC4,074$1.67M0.34%+17713F-HRTimeline
Retirement Planning Co of New England, …4,061$1.67M0.81%-4913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,057$1.67M0.04%13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.4,050$1.66M0.48%-74413F-HRTimeline
Investments & Financial Planning, LLC4,027$1.65M1.02%-4713F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …4,027$1.65M0.05%013F-HRTimelineGroup
CRUX WEALTH ADVISORS4,022$1.65M0.92%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,985$1.65M0.91%+52113F-HRTimeline
Holos Integrated Wealth LLC4,004$1.64M1.12%13F-HRTimeline
Goldstein Advisors, LLC4,001$1.64M0.24%-29113F-HRTimeline
North Ridge Wealth Advisors, Inc.4,000$1.64M1.14%-713F-HRTimeline
OAKWORTH CAPITAL, INC.3,994$1.64M0.11%-25413F-HRTimeline
Saiph Capital, LLC3,983$1.63M0.74%+18813F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC3,966$1.63M0.9%+513F-HRTimeline
Asset Management Group, Inc.3,963$1.63M0.29%+413F-HRTimeline
Clark Capital Management Group, Inc.3,957$1.62M0.01%+87613F-HRTimeline
Dana Investment Advisors, Inc.3,946$1.62M0.05%+7013F-HRTimeline
COUNTRY CLUB BANK3,888$1.61M0.11%013F-HRTimeline
Cedar Mountain Advisors, LLC3,921$1.61M0.35%+413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,927$1.61M0.13%new13F-HRTimeline
Lantz Financial LLC3,919$1.61M0.43%+2913F-HRTimeline
Lane & Associates LLC3,837$1.61M0.83%-24213F-HRTimeline