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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
Accel Wealth Management3,908$1.6M0.61%+37013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC3,900$1.6M0.58%-15513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC3,897$1.6M0.1%+71013F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV3,892$1.6M0.86%+8113F-HRTimeline
Founders Financial Alliance, LLC3,890$1.6M0.44%-5613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,875$1.59M0.03%+7613F-HRTimeline
Walkner Condon Financial Advisors LLC3,862$1.59M0.32%-68113F-HRTimeline
Embree Financial Group3,843$1.58M0.27%+14113F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…3,835$1.57M0.27%013F-HRTimelineGroup
SECURITY NATIONAL BANK OF SO DAK3,818$1.57M0.87%013F-HRTimeline
Next Level Private LLC3,787$1.55M0.63%+113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,785$1.55M0.02%-1013F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,774$1.55M0.03%+3,74113F-HRTimelineGroup
PECAUT & CO.3,773$1.55M0.53%-3613F-HRTimeline
Sugarloaf Wealth Management, LLC3,769$1.55M0.29%-33013F-HRTimeline
SK Wealth Management, LLC3,751$1.54M0.78%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,749$1.54M0.59%-2913F-HRTimeline
Vertex Planning Partners, LLC3,748$1.54M0.34%-41013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…3,745$1.54M1.08%+70413F-HRTimeline
LaFleur & Godfrey LLC3,733$1.53M0.21%+18313F-HR/ATimeline
AUA CAPITAL MANAGEMENT, LLC3,730$1.53M0.98%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,725$1.53M0.09%013F-HRTimeline
BURNEY CO/3,717$1.53M0.05%-18313F-HRTimeline
Fort Sheridan Advisors LLC3,710$1.52M0.22%+713F-HRTimeline
Traction Financial Partners, LLC3,701$1.52M1.18%+113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,700$1.52M0.07%+3213F-HRTimeline
KilterHowling LLC3,597$1.52M0.87%+413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,683$1.51M0.03%+513F-HRTimeline
Executive Wealth Management, LLC3,683$1.51M0.12%-21113F-HRTimeline
Twin Lakes Capital Management, LLC3,679$1.51M0.97%+513F-HRTimeline
Baring Financial LLC3,668$1.51M1.34%13F-HRTimeline
Freedom Investment Management, Inc.3,654$1.5M0.12%+1,01713F-HRTimeline
ADVOCATE GROUP LLC3,649$1.5M0.28%013F-HRTimeline
Cherry Tree Wealth Management, LLC3,649$1.5M0.37%-6813F-HRTimeline
Provenance Wealth Advisors, LLC3,641$1.49M0.19%013F-HRTimeline
Foster Victor Wealth Advisors, LLC3,580$1.49M0.11%-22213F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT3,627$1.49M0.09%+10713F-HRTimeline
Glenview Trust Co3,617$1.48M0.03%+41613F-HRTimeline
Ruggaard & Associates LLC3,611$1.48M0.65%+12613F-HRTimeline
Hilltop National Bank3,591$1.47M0.44%+1,26613F-HRTimeline
HBW ADVISORY SERVICES LLC3,529$1.45M0.15%+2713F-HRTimeline
Northwest Bancshares, Inc.3,525$1.45M0.27%-10613F-HRTimeline
Graney & King, LLC3,522$1.45M1.09%13F-HRTimeline
Sovran Advisors, LLC3,552$1.43M0.2%13F-HRTimeline
SPC Financial, Inc.3,488$1.43M0.12%-1,15013F-HRTimeline
Alpha Cubed Investments, LLC3,471$1.42M0.07%+27813F-HRTimeline
Harbor Group, Inc.3,458$1.42M0.32%-1213F-HRTimeline
American Trust3,446$1.41M0.11%+8513F-HRTimeline
Almanack Investment Partners, LLC.3,444$1.41M0.22%-79813F-HRTimeline
Rockbridge Investment Management, LCC3,435$1.41M0.18%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,432$1.41M<0.01%new13F-HRTimelineGroup
Camelot Portfolios, LLC3,430$1.41M1.52%-17413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/3,426$1.41M<0.01%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC3,405$1.4M1.06%+72513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,401$1.4M0.14%013F-HRTimelineGroup
Sonoma Private Wealth LLC3,395$1.39M2.25%-1813F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS3,388$1.39M0.59%-3113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,373$1.38M0.1%+113F-HRTimeline
Capital Management Associates, Inc3,371$1.38M0.52%+1,97513F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,334$1.37M0.01%013F-HRTimelineGroup
Silver Coast Investments LLC3,322$1.36M0.52%+1,29513F-HRTimeline
LRI Investments, LLC3,319$1.36M0.13%013F-HRTimeline
FIRST MANHATTAN CO. LLC.3,301$1.35M<0.01%+96713F-HRTimeline
Westmount Partners, LLC3,294$1.35M0.41%+213F-HRTimeline
Eldridge Investment Advisors, Inc.3,292$1.35M0.31%-7513F-HRTimeline
WealthCare Investment Partners, LLC3,296$1.35M0.59%+14213F-HRTimeline
New England Private Wealth Advisors LLC3,288$1.35M0.21%+213F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,286$1.35M0.09%-2513F-HRTimeline
Golden State Wealth Management, LLC3,266$1.34M0.2%13F-HRTimeline
Wealth Architects, LLC3,245$1.33M0.15%013F-HRTimeline
Nautilus Advisors LLC3,226$1.32M1.05%13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC3,223$1.32M0.49%-113F-HRTimeline
Summit Financial Strategies, Inc.3,222$1.32M0.15%-33413F-HRTimeline
RTD Financial Advisors, Inc.3,221$1.32M0.17%-29613F-HRTimeline
FIDUCIENT ADVISORS LLC3,216$1.32M0.16%-19613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,240$1.32M0.29%+4013F-HRTimeline
Curtis Advisory Group, LLC3,210$1.32M0.35%-14513F-HRTimeline
Creekmur Asset Management LLC3,199$1.31M0.3%-513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,197$1.31M<0.01%+17213F-HRTimelineGroup
Endowment Wealth Management, Inc.3,190$1.31M0.88%-32613F-HRTimeline
Whipplewood Advisors, LLC3,185$1.31M0.74%13F-HRTimeline
Independence Bank of Kentucky3,183$1.31M0.2%+213F-HRTimeline
Arrow Investment Advisors, LLC3,398$1.3M1.21%013F-HRTimeline
Operose Advisors LLC3,178$1.3M0.45%+1213F-HRTimeline
Everstar Asset Management, LLC3,177$1.3M0.92%-4913F-HRTimeline
Hoxton Planning & Management, LLC3,170$1.3M0.5%-13713F-HRTimeline
NorthCrest Asset Manangement, LLC3,167$1.3M0.04%+20413F-HR/ATimeline
NOESIS CAPITAL MANGEMENT CORP3,164$1.3M0.25%+23013F-HRTimeline
Breakwater Capital Group3,154$1.29M0.26%+6813F-HRTimeline
Compass Advisory Group LLC3,151$1.29M0.46%-1,11113F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,136$1.29M0.14%-1613F-HRTimeline
Bank of New Hampshire3,136$1.29M0.33%013F-HRTimeline
Cooper Financial Group3,134$1.29M0.15%+29813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,130$1.28M<0.01%013F-HR/ATimeline
Colonial Trust Advisorsgroup of 2 filers holding3,130$1.28M+68Timeline
Americana Partners, LLC3,109$1.28M0.05%-813F-HRTimeline
Breakwater Investment Management3,108$1.28M0.54%013F-HR/ATimeline
TSFG, LLC3,103$1.27M0.26%+33613F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…3,099$1.27M0.25%+7213F-HRTimeline
Strategic Wealth Investment Group, LLC3,097$1.27M0.14%-44213F-HR/ATimeline
Detalus Advisors, LLC3,079$1.26M0.42%-3213F-HRTimeline
Jacobi Capital Management LLC3,076$1.26M0.09%+45313F-HRTimeline
Fielder Capital Group LLC3,067$1.26M0.39%+213F-HRTimeline
Madden Advisory Services, Inc.3,055$1.25M0.58%+13413F-HRTimeline
Medallion Wealth Advisors, LLC3,149$1.25M0.62%13F-HRTimeline
Wealthquest Corp3,034$1.25M0.1%+3113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,030$1.24M0.02%new13F-HRTimelineGroup
First Command Advisory Services, Inc.3,025$1.24M0.01%-17913F-HRTimeline
CHAPIN DAVIS, INC.3,227$1.24M0.4%013F-HRTimeline
Solstein Capital, LLC3,008$1.23M0.69%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC3,005$1.23M0.62%+413F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,000$1.23M0.7%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,999$1.23M<0.01%013F-HR/ATimelineGroup
Mayflower Financial Advisors, LLC2,996$1.23M0.18%+9613F-HRTimeline
Aprio Wealth Management, LLC2,995$1.23M0.18%+5013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,993$1.23M0.12%+13013F-HR/ATimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,990$1.23M0.41%-85213F-HRTimeline
Bull Oak Capital, LLC2,984$1.22M0.68%+313F-HRTimeline
Flagship Private Wealth, LLC2,981$1.22M0.59%-9513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,975$1.22M+58Timeline
CVA Family Office, LLC2,969$1.22M0.19%013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC2,963$1.22M1.02%-12013F-HRTimelineGroup
Avantax Planning Partners, Inc.2,953$1.21M0.04%+5313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson2,950$1.21M<0.01%+2,21613F-HRTimelineGroup
GAMMA Investing LLC2,945$1.21M0.1%+64413F-HRTimeline
Shepherd Financial Partners LLC2,937$1.21M0.14%+6013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,929$1.2M0.56%-5213F-HRTimeline
Michels Family Financial, LLC2,919$1.2M1.1%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,917$1.2M0.46%-66213F-HRTimeline
Lincoln Capital LLC2,917$1.2M0.25%+20813F-HRTimeline
Marion Wealth Management2,916$1.2M0.32%013F-HRTimeline
TME FINANCIAL, INC.3,116$1.2M1.12%13F-HRTimeline
Cornell Pochily Investment Advisors, In…2,881$1.18M0.41%+213F-HRTimeline
Cohen Investment Advisors LLC2,867$1.18M0.71%+9813F-HRTimeline
Sandy Cove Advisors, LLC2,861$1.17M0.46%+913F-HRTimeline
Bay Capital Advisors, LLC2,860$1.17M0.94%13F-HRTimeline
Seneschal Advisors, LLC2,855$1.17M0.98%13F-HRTimeline
Winthrop Advisory Group LLC2,850$1.17M0.14%+19213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,849$1.17M0.08%-1613F-HRTimeline
Sonora Investment Management Group, LLC2,846$1.17M0.09%-5113F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC2,841$1.17M0.47%+1,98213F-HRTimeline
William Mack & Associates, Inc.2,831$1.16M1.22%13F-HRTimeline
Linscomb Wealth, Inc.2,830$1.16M0.06%-2313F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding2,812$1.15M-85Timeline
ZACKS INVESTMENT MANAGEMENT2,812$1.15M0.01%+2613F-HRTimeline
WRAPMANAGER INC2,807$1.15M0.29%-35913F-HRTimeline
HF Advisory Group, LLC2,803$1.15M0.53%-27213F-HRTimeline
AssuredPartners Investment Advisors, LLC2,799$1.15M0.22%13F-HRTimeline
Private Advisory Group LLC2,794$1.15M0.13%+34713F-HR/ATimeline
Alpha Omega Wealth Management LLC2,791$1.15M0.22%-8013F-HRTimeline
LPWM LLC2,767$1.14M0.36%013F-HRTimeline
Haverford Trust Co2,766$1.14M0.01%+10513F-HRTimeline
HM PAYSON & CO2,761$1.13M0.02%+1,93713F-HRTimeline
Grant/GrossMendelsohn, LLC2,744$1.13M0.59%+23413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,729$1.12M0.04%013F-HRTimelineGroup
Claro Advisors Inc.2,727$1.12M0.15%-37613F-HRTimeline
Circle Wealth Management, LLC2,721$1.12M0.02%013F-HRTimeline
VIAWEALTH, LLC2,720$1.12M0.67%-51513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…2,713$1.11M0.01%+65113F-HRTimelineGroup
AVISO WEALTH MANAGEMENT2,702$1.11M0.57%013F-HRTimeline
Hughes Financial Services, LLC2,702$1.11M0.23%13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,692$1.1M0.16%13F-HRTimeline
Apella Capital, LLC2,682$1.1M0.04%+25113F-HRTimeline
RHS Financial, LLC2,673$1.1M0.57%+14813F-HRTimeline
WESBANCO BANK INC2,671$1.1M0.04%+14013F-HRTimeline
Athena Investment Management2,670$1.1M0.63%+25013F-HRTimeline
Klingman & Associates, LLC2,667$1.09M0.07%-42013F-HRTimeline
Sheaff Brock Investment Advisors, LLC2,666$1.09M0.1%+31213F-HRTimeline
Bouchey Financial Group, Ltd.2,657$1.09M0.1%+10513F-HRTimeline
Symmetry Partners, LLC2,657$1.09M0.16%-4413F-HRTimeline
Scarborough Advisors, LLC2,653$1.09M0.15%-48113F-HRTimeline
GM Advisory Group, LLC2,648$1.09M0.06%+61813F-HRTimeline
Frank, Rimerman Advisors LLC2,643$1.08M0.08%-2513F-HRTimeline
Lifeworks Advisors, LLC2,625$1.08M0.19%+2513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC2,619$1.07M0.27%+51213F-HRTimeline
Raleigh Capital Management Inc.2,614$1.07M0.41%-6613F-HRTimeline
Thomasville National Bank2,604$1.07M0.08%-84213F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,603$1.07M0.19%-1013F-HRTimeline
Lavaca Capital LLC2,599$1.07M0.47%+313F-HRTimeline
Bridgewealth Advisory Group, LLC2,497$1.07M0.3%013F-HRTimeline
Beacon Financial Advisory LLC2,593$1.06M0.35%+22613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC2,588$1.06M0.29%-6513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,555$1.06M0.11%+1,14213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,574$1.06M0.47%+28013F-HRTimeline
Bogart Wealth, LLC2,568$1.05M0.05%+49513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,565$1.05M0.01%+73813F-HRTimeline
Baker Avenue Asset Management, LP2,562$1.05M0.03%013F-HRTimeline
Interchange Capital Partners, LLC2,561$1.05M0.38%-213F-HRTimeline
My Legacy Advisors, LLC2,540$1.05M0.41%-36713F-HRTimeline
Realta Investment Advisors2,523$1.05M0.43%+1,97513F-HRTimeline
Indiana Trust & Investment Management Co2,546$1.04M0.36%013F-HRTimeline
WOLVERINE TRADING, LLC2,520$1.04M0.02%-2,12813F-HRTimeline
Jaffetilchin Investment Partners, LLC2,536$1.04M0.08%+3913F-HRTimeline
Prosperity Consulting Group, LLC2,535$1.04M0.08%-26013F-HRTimeline
Conservest Capital Advisors, Inc.2,534$1.04M0.11%-6313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,511$1.04M0.01%013F-HRTimeline
Focused Wealth Management, Inc2,515$1.03M0.14%-3013F-HRTimeline
Faithward Advisors, LLC2,513$1.03M0.18%+20713F-HRTimeline
Tanglewood Legacy Advisors, LLC2,511$1.03M0.44%+17613F-HRTimeline
Kearns & Associates LLC2,509$1.03M0.67%+1,54413F-HRTimeline