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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,423,124$17.8B1.65%-350,24313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,577,762$11.7B11.15%+5,429,72013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY13,918,307$5.71B0.4%+109,25213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,532,721$3.5B-94,745Timeline
Financial Engines Advisors L.L.C.7,597,192$3.12B6.56%-479,55113F-HRTimeline
UBS Group AGin group UBS Group AG5,939,780$2.44B0.55%+148,75713F-HRTimelineGroup
LPL Financial LLC5,128,614$2.1B0.86%+142,34613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,993,557$1.64B0.39%+529,56513F-HRTimelineGroup
TIAAgroup of 2 filers holding3,603,554$1.48B-86,707Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,539,318$1.45B0.37%+23,60513F-HRTimelineGroup
EP Wealth Advisors, LLC3,226,810$1.32B10.81%+50,08213F-HRTimeline
FMR LLCin group FMR LLC2,824,356$1.16B0.07%-40,79713F-HRTimelineGroup
Mill Creek Capital Advisors, LLC2,657,260$1.09B26.19%-27,78413F-HRTimeline
RWA WEALTH PARTNERS, LLC2,540,004$1.04B12.85%-52,68413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,365,417$971M0.36%13F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,309,346$948M0.63%-35,93513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,064,214$847M0.16%+100,86513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,982,490$814M0.18%+62,21113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,925,536$790M1.16%+78,22613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,771,931$727M0.06%+91,59113F-HRTimelineGroup
D.A. DAVIDSON & CO.1,739,729$714M5.81%-11,61913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,705,328$700M0.59%+91,93613F-HRTimelineGroup
Balentine LLC1,696,331$696M28.26%-36,83313F-HRTimeline
Mariner, LLCin group Mariner, LLC1,651,458$678M1.14%+19,12013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,570,721$645M0.12%+74,31613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,544,960$634M0.81%-19,04713F-HRTimelineGroup
HighTower Advisors, LLC1,418,006$582M0.8%+16,63613F-HRTimeline
Performance Wealth Partners, LLC1,287,018$528M16.98%+7,99813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,208,562$484M1.38%-23,14613F-HRTimeline
Modera Wealth Management, LLC1,142,980$469M5.66%+10,87913F-HRTimeline
Caisse de depot et placement du Quebec1,117,000$458M0.95%new13F-HRTimeline
Cetera Investment Advisers1,052,650$432M0.9%-5,74913F-HRTimeline
CHOREO, LLC1,054,033$427M6.14%-2,80513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,001,026$411M9.78%-8,88913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP984,103$404M0.63%-32,34413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,066,115$358M0.8%+270,31613F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding864,300$355M+269,900Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…859,044$353M8.83%-38,43413F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC857,121$352M17.55%+15,06113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.808,829$332M3.16%+13,12313F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC784,422$322M4.51%+25,82513F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding784,393$322M-124,706Timeline
Sanctuary Advisors, LLC756,371$318M2.01%+13,02313F-HRTimeline
Northeast Financial Consultants Inc772,398$317M13.37%+8,03213F-HRTimeline
MML INVESTORS SERVICES, LLC765,902$314M1.08%-1,43613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP726,659$298M0.31%+27,45713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.717,652$295M0.1%+464,10013F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP714,139$293M9.43%new13F-HRTimelineGroup
Provida Pension Fund Administrator656,689$269M5.49%-592,92513F-HRTimeline
Waverly Advisors, LLC636,852$261M4.05%+22,63113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP628,918$257M0.43%-115,20913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding624,381$256M+62,779Timeline
AVANTAX ADVISORY SERVICES, INC.606,677$249M1.56%+35,48213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers584,988$240M0.45%+400,51613F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.576,039$236M3.23%-6,65013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding573,776$236M+6,056Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…538,222$221M0.42%+3,32513F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…522,062$214M1.81%-8,91313F-HRTimelineGroup
MATHER GROUP, LLC.515,334$212M2.74%-55,39813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC512,045$210M0.57%-15,65113F-HRTimelineGroup
Waldron Private Wealth LLC499,584$205M8.25%+29,84413F-HRTimeline
Retirement Investment Advisors, Inc.498,166$204M21.56%+4,81613F-HRTimeline
Garde Capital, Inc.477,676$196M12.93%-6,79613F-HRTimeline
Cambridge Investment Research Advisors,…461,639$189M0.63%+9,65813F-HRTimeline
Merit Financial Group, LLC460,855$189M3.4%-69,30813F-HRTimeline
Wealthspire Advisors, LLC456,531$187M1.86%+110,80613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.440,966$181M0.35%+120,31813F-HRTimelineGroup
Avior Wealth Management, LLC441,053$181M6.62%+117,65613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC431,272$177M0.17%-37,08113F-HRTimelineGroup
CWM, LLCin group CWM, LLC428,819$176M0.73%+2,69113F-HRTimelineGroup
Private Advisor Group, LLC420,612$173M0.97%+9,14513F-HRTimeline
CSM Advisors, LLC420,074$172M8.06%+207,38713F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management416,823$171M2.49%+22,25513F-HRTimelineGroup
Truepoint, Inc.411,186$169M4.52%-9,90313F-HRTimeline
NewEdge Advisors, LLC409,440$168M1.01%+15,66313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC408,040$167M12.38%+3,42813F-HRTimeline
BOK Financial Private Wealth, Inc.394,233$162M11.75%+8,43113F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC392,208$161M12.23%+4,00213F-HRTimeline
Smith Anglin Financial, LLC376,818$155M14.51%+15,50513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC351,687$144M0.31%+134,85413F-HRTimelineGroup
Safeguard Financial, LLC344,275$141M30.71%+38,98413F-HRTimeline
Beacon Pointe Advisors, LLC331,491$136M1.51%+1,25313F-HRTimeline
BANK OF HAWAII329,832$135M7.49%+6,37613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV329,816$134M0.33%+44,78613F-HRTimeline
Rezny Wealth Management, Inc.327,528$134M33.01%+6,75413F-HRTimeline
Cornerstone Management, Inc.323,425$133M25.69%+41,97313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…323,177$133M0.34%+79,73013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\319,442$131M0.17%-2,99313F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…319,311$131M10.92%-1,33013F-HRTimelineGroup
Howard Capital Management, LLC314,821$129M2.01%+74013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC307,680$126M2.69%-9,70913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC306,687$126M18.17%+6,62113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding305,090$125M-7,413Timeline
Permanens Capital L.P.303,347$125M23.78%+94,55713F-HRTimeline
Creative Planningin group Creative Planning294,489$121M0.12%+23,20613F-HRTimelineGroup
Strategies Wealth Advisors, LLC282,482$119M14.87%-7,94713F-HRTimeline
SIMON QUICK ADVISORS, LLC280,420$115M6.89%-4,08413F-HRTimeline
Atria Wealth Solutions, Inc.270,235$111M1.22%-4,13013F-HRTimeline
Betterment LLC256,276$105M0.25%+39,55813F-HRTimeline
Mountain Capital Investment Advisors In…252,287$105M21.72%-19,06113F-HRTimeline
Venturi Wealth Management, LLC253,172$104M5.11%+24,64813F-HRTimeline
Trust Co of Tennessee252,040$103M34.43%-99713F-HRTimeline
Financial Synergies Wealth Advisors, In…250,583$103M12.76%+69513F-HRTimeline
CENTRAL TRUST Co249,323$102M2.51%-9,61713F-HRTimeline
Orion Porfolio Solutions, LLC247,346$102M1.01%-36913F-HRTimeline
Orion Portfolio Solutions, LLC247,346$102M1.01%-36913F-HRTimeline
Relyea Zuckerberg Hanson LLC238,408$97.9M13.16%+7,39513F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…235,713$96.7M0.99%-34,00013F-HRTimelineGroup
Martel Wealth Advisors LLC235,507$96.7M18.88%+2,48113F-HRTimeline
White Lighthouse Investment Management …234,583$96.3M16.92%-74913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA221,729$91M0.46%-16713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC221,037$90.7M0.15%-7,46713F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC220,174$90.4M8.84%-7,67313F-HRTimeline
Summit Financial, LLC218,767$89.8M3.15%-5,14913F-HRTimeline
RMR Wealth Builders218,065$89.5M9.25%+10,46013F-HR/ATimeline
BECKER CAPITAL MANAGEMENT INC215,971$88.6M2.89%+13,16513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …215,331$88.4M0.08%-46,37813F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.215,058$88.3M10.3%-8,55013F-HRTimeline
Steward Partners Investment Advisory, L…211,809$86.9M0.77%+1,25613F-HRTimeline
BlueStem Wealth Partners, LLC208,822$85.7M11.25%13F-HRTimeline
NSI Retail Advisors, LLC206,787$84.9M13.49%013F-HRTimeline
HCR Wealth Advisors200,896$82.5M10.33%+7,91113F-HRTimeline
Corrigan Financial, Inc.195,240$80.1M18.37%-4,17813F-HRTimeline
Campbell Wealth Management193,020$79.2M7.13%+2,91013F-HRTimeline
BLAIR WILLIAM & CO/IL191,450$78.6M0.23%-1,10013F-HRTimeline
Cable Hill Partners, LLC188,628$77.4M7.8%-2,23713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC187,243$76.9M2.35%-5,83313F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding186,673$76.6M-6,074Timeline
Allworth Financial LP180,289$76.5M0.42%+11,20413F-HRTimeline
Cresset Asset Management, LLC185,290$76.1M0.37%+8,61013F-HRTimeline
Atria Investments, Inc181,336$74.4M0.93%-18813F-HRTimeline
Arax Advisory Partners180,403$74M4.66%+82,62013F-HRTimeline
Janney Montgomery Scott LLC176,504$72.4M0.2%+10,26713F-HRTimeline
Sequoia Financial Advisors, LLC175,632$72.1M0.69%+14,19413F-HR/ATimeline
Crane Advisory, LLC171,770$71.5M12.54%-26713F-HRTimeline
Trust Co173,574$71.2M8.16%-94813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC173,157$71.1M0.31%-47,38513F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding193,525$70.8M+46,751Timeline
VANGUARD GROUP INCgroup of 2 filers holding170,740$70.1M+15,767Timeline
HTLF Bank169,834$69.7M7.88%-4,14513F-HRTimeline
Hirtle & Co., LLC168,373$69.1M2.91%-1,78513F-HRTimeline
Jentner Corp168,220$69M20.11%-3,04213F-HRTimeline
Checchi Capital Advisers, LLC166,609$68.4M5.11%+155,32813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…165,245$67.8M3.81%+5,50913F-HRTimelineGroup
Pasadena Private Wealth, LLC164,932$67.7M13.91%+2,26613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP164,887$67.7M0.01%+5,73013F-HRTimelineGroup
NorthCoast Asset Management LLC163,956$67.3M0.33%+5,51813F-HR/ATimeline
Pinnacle Financial Partners Inc163,920$67.3M1.36%+11,71413F-HRTimeline
Venture Visionary Partners LLC162,600$66.7M2.83%+4,07213F-HR/ATimeline
Nadler Financial Group, Inc.161,321$66.2M6.97%+1,23113F-HRTimeline
SIGNATUREFD, LLC160,287$65.8M1.25%-6,67413F-HRTimeline
Clark Asset Management, LLC157,466$64.6M12.07%+12,47813F-HRTimeline
&PARTNERS154,359$64.3M0.77%+77,71213F-HRTimeline
McIlrath & Eck, LLC155,451$63.8M8.13%+1,91313F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV155,193$63.7M2.04%013F-HRTimeline
COMERICA BANK155,147$63.7M0.26%+5,71213F-HR/ATimeline
Blue Edge Capital, LLC154,938$63.6M10%-2,17113F-HRTimeline
SAGE FINANCIAL GROUP INC154,703$63.5M5.11%-6,16213F-HRTimeline
Veltria Advisors Corp.153,361$62.9M26.21%-4,20013F-HRTimeline
STEVENS CAPITAL PARTNERS153,083$62.8M28.45%+5,93413F-HRTimeline
Florida Trust Wealth Management Co153,000$62.8M2.01%+3,18013F-HRTimeline
Destination Wealth Management152,479$62.6M1.96%-4,29813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC147,302$60.5M8.19%+6,16513F-HRTimeline
B. Riley Wealth Advisors, Inc.144,249$59.2M1.94%-56,04413F-HRTimeline
Partners in Financial Planning143,602$58.9M12.02%-1,48813F-HRTimeline
One Day In July LLC143,137$58.7M6.16%+12,74213F-HRTimeline
CONDOR CAPITAL MANAGEMENT142,071$58.3M5.14%+68513F-HRTimeline
Money Design Co.,Ltd.140,323$58.1M2.98%new13F-HRTimeline
Chicago Partners Investment Group LLC139,410$57.7M1.92%-10,70713F-HRTimeline
Total Wealth Planning, LLC138,155$56.7M8.83%-3,29413F-HRTimeline
Peninsula Wealth, LLC137,745$56.5M9.64%-79013F-HRTimeline
Strategic Investment Advisors / MI136,849$56.2M5.97%+3,05713F-HRTimeline
Strata Wealth Advisors, LLC136,606$56.1M17.6%+49613F-HRTimeline
Affinity Capital Advisors, LLC135,688$56M10.54%+5,51913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…134,784$55.3M0.78%+6,28013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC133,363$55.1M7.7%+4,17113F-HRTimeline
Marks Wealth, LLC132,246$54.3M26.13%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT132,141$54.2M4.03%+6,99013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…132,145$54.2M0.11%+40,86213F-HRTimelineGroup
Systematic Alpha Investments, LLC130,672$53.6M1.98%013F-HRTimeline
Magnus Financial Group LLC130,474$53.6M5.17%+2,73013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC130,283$53.5M12.3%-80713F-HRTimeline
BOKF, NAin group BOKF, NA127,392$51.9M0.88%+9,95213F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC123,486$50.7M1.46%-2,14413F-HRTimeline
Strategic Blueprint, LLC122,194$50.2M2.99%+2,77413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/121,098$49.7M0.02%+1,64213F-HRTimelineGroup
Quantum Financial Planning Services, In…120,710$49.5M27.49%13F-HRTimeline
Principle Wealth Partners LLC120,539$49.5M3.47%-95313F-HRTimeline
Pathway Financial Advisors LLC117,904$48.4M11.13%-3,63013F-HRTimeline
IFP Advisors, Inc117,568$48.3M1.58%-2,34413F-HRTimeline
First Horizon Advisors, Inc.117,097$48.1M1.35%+4113F-HRTimeline
DAVENPORT & Co LLC116,791$47.9M0.28%+7,67713F-HRTimeline
TL Private Wealth114,862$47.5M21.28%-5,67913F-HRTimeline
Brickley Wealth Management115,575$47.4M9.63%-42613F-HRTimeline
CFS Investment Advisory Services, LLC115,436$47.4M4.25%-1,64213F-HRTimeline
Private Portfolio Partners LLC115,010$47.2M8.68%+1,17613F-HRTimeline
Fee-Only Financial Planning, L.C.112,803$46.3M29.91%-2,22213F-HRTimeline
MBM WEALTH CONSULTANTS, LLC112,814$46.2M13.76%-50313F-HRTimeline
PFG Advisors112,531$46.2M2.83%+19,46713F-HRTimeline
Chaney Capital Management, Inc.111,911$45.9M21.73%-36413F-HRTimeline