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Disclosery

VUG VANGUARD INDEX FDS

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COM (fund)

2,430 managers (2,453 13F filers) reported a position in VUG shares at 2025-03-31, 253,980,984 shares in all. 93 filers opened a position and 131 filers sold out during the quarter.

Managers
2,430
13F filers
2,453
New
93
Added
1,007
Reduced
909
Sold out
131
Shares held by filers
253,980,984

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/48,535,880$18B1.6%+5,112,75613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,272,101$12B10.71%+3,694,33913F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,021,104$5.2B0.37%+102,79713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,353,427$3.1B-179,294Timeline
Financial Engines Advisors L.L.C.7,299,386$2.71B5.81%-297,80613F-HRTimeline
UBS Group AGin group UBS Group AG5,876,133$2.18B0.48%-63,64713F-HRTimelineGroup
LPL Financial LLC4,964,202$1.84B0.72%-164,41213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,922,926$1.45B0.35%-70,63113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,869,868$1.43B0.39%+330,55013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,621,210$1.34B4.19%+17,65613F-HRTimelineGroup
EP Wealth Advisors, LLC3,336,464$1.24B9.88%+109,65413F-HRTimeline
FMR LLCin group FMR LLC2,809,140$1.04B0.07%-15,21613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,637,078$978M0.37%+271,66113F-HRTimelineGroup
Mill Creek Capital Advisors, LLC2,619,779$971M23.53%-37,48113F-HRTimeline
RWA WEALTH PARTNERS, LLC2,481,796$920M11.6%-58,20813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,319,874$860M0.45%+10,52813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,007,780$745M0.17%+25,29013F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,995,656$740M0.15%-68,55813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,856,393$688M0.97%-69,14313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,795,833$666M0.05%+23,90213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,747,507$648M0.53%+42,17913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,745,935$647M1.08%+94,47713F-HRTimelineGroup
D.A. DAVIDSON & CO.1,713,329$635M5.1%-26,40013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,528,086$567M0.73%-16,87413F-HR/ATimelineGroup
HighTower Advisors, LLC1,478,780$548M0.74%+60,77413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,467,280$544M0.1%-103,44113F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS1,435,333$522M1.31%+226,77113F-HRTimeline
Provida Pension Fund Administrator1,387,288$514M10.37%+730,59913F-HRTimeline
Balentine LLC1,308,685$485M20.33%-387,64613F-HRTimeline
Performance Wealth Partners, LLC1,292,614$479M17.12%+5,59613F-HRTimeline
Modera Wealth Management, LLC1,178,843$437M5.91%+35,86313F-HRTimeline
Cetera Investment Advisers1,119,907$415M0.8%+67,25713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,020,900$379M0.82%+156,60013F-HRTimelineGroup
CHOREO, LLC1,023,943$375M5.82%-30,09013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP996,704$370M9.27%-4,32213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP991,751$368M0.59%+7,64813F-HRTimelineGroup
Wealthspire Advisors, LLC919,556$341M2.04%+463,02513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…886,931$329M8.66%+27,88713F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC868,218$322M15.77%+11,09713F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.839,521$311M2.96%+30,69213F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC809,487$300M4.14%+25,06513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.784,680$291M0.65%-281,43513F-HRTimelineGroup
Northeast Financial Consultants Inc770,019$286M12.66%-2,37913F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding755,547$280M-28,846Timeline
Sanctuary Advisors, LLC738,972$274M1.93%-17,39913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP731,901$271M0.29%+5,24213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC729,109$270M0.9%-36,79313F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP696,918$258M8.33%-17,22113F-HRTimelineGroup
Waverly Advisors, LLC676,811$251M3.06%+39,95913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.673,533$250M1.52%+66,85613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC628,953$233M0.18%+197,68113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP621,501$230M0.38%-7,41713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding618,525$229M-5,856Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…599,364$222M0.43%+61,14213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.586,161$217M3.05%+10,12213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding580,027$215M+6,251Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers577,988$214M0.4%-7,00013F-HRTimelineGroup
Bell Bank560,420$208M11.22%new13F-HRTimeline
Money Design Co.,Ltd.542,744$201M10.04%+402,42113F-HRTimeline
Waldron Private Wealth LLC537,277$199M9.41%+37,69313F-HRTimeline
CWM, LLCin group CWM, LLC532,135$197M0.79%+103,31613F-HRTimelineGroup
MATHER GROUP, LLC.530,848$197M2.28%+15,51413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…530,323$197M1.69%+8,26113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC522,282$194M0.53%+10,23713F-HRTimelineGroup
Retirement Investment Advisors, Inc.504,337$187M18.93%+6,17113F-HRTimeline
Garde Capital, Inc.474,292$176M10.07%-3,38413F-HRTimeline
Merit Financial Group, LLC470,041$174M2.61%+9,18613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.461,203$171M0.33%+20,23713F-HRTimelineGroup
Cambridge Investment Research Advisors,…456,900$169M0.57%-4,73913F-HRTimeline
Avior Wealth Management, LLC445,304$165M6.27%+4,25113F-HRTimeline
Private Advisor Group, LLC435,267$161M0.98%+14,65513F-HRTimeline
Truepoint, Inc.417,871$155M4.2%+6,68513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV418,422$154M0.35%+88,60613F-HRTimeline
NewEdge Advisors, LLC401,341$149M0.88%-8,09913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC400,038$148M10.71%-8,00213F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC399,923$148M11.76%+7,71513F-HRTimeline
BOK Financial Private Wealth, Inc.399,182$148M11.12%+4,94913F-HRTimeline
CSM Advisors, LLC397,274$147M8.04%-22,80013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management393,036$146M2.09%-23,78713F-HRTimelineGroup
Smith Anglin Financial, LLC377,627$140M14.82%+80913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC363,423$135M0.28%+11,73613F-HRTimelineGroup
Cornerstone Management, Inc.358,738$133M24.91%+35,31313F-HRTimeline
Safeguard Financial, LLC355,130$132M28.85%+10,85513F-HRTimeline
Permanens Capital L.P.354,713$132M23.89%+51,36613F-HRTimeline
Venturi Wealth Management, LLC349,578$130M6.75%+96,40613F-HRTimeline
BANK OF HAWAII327,709$122M6.98%-2,12313F-HRTimeline
Rezny Wealth Management, Inc.319,726$119M30.7%-7,80213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC315,494$117M16.65%+8,80713F-HRTimeline
Howard Capital Management, LLC314,108$116M2.93%-71313F-HRTimeline
Beacon Pointe Advisors, LLC312,694$116M1.3%-18,79713F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…308,704$114M9.23%-10,60713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\306,098$114M0.15%-13,34413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…303,458$113M0.28%-19,71913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding299,665$111M-5,425Timeline
ALLIANCEBERNSTEIN L.P.298,501$111M0.04%-419,15113F-HRTimeline
Creative Planningin group Creative Planning297,378$110M0.1%+2,88913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC295,762$110M2.34%-11,91813F-HRTimeline
SIMON QUICK ADVISORS, LLC284,943$106M6.01%+4,52313F-HRTimeline
Strategies Wealth Advisors, LLC283,011$105M12.82%+52913F-HRTimeline
Betterment LLC267,507$99.2M0.24%+11,23113F-HRTimeline
Mountain Capital Investment Advisors In…264,502$98.1M21.04%+12,21513F-HRTimeline
Financial Synergies Wealth Advisors, In…256,972$95.3M11.59%+6,38913F-HRTimeline
Orion Porfolio Solutions, LLC252,846$93.8M0.92%+5,50013F-HRTimeline
Orion Portfolio Solutions, LLC252,846$93.8M0.92%+5,50013F-HR/ATimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…251,650$93.3M0.95%+15,93713F-HRTimelineGroup
Atria Wealth Solutions, Inc.245,942$91.2M1.1%-24,29313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC244,981$90.8M0.16%+23,94413F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC243,812$90.4M12.18%+5,40413F-HRTimeline
CENTRAL TRUST Co241,551$89.6M2.2%-7,77213F-HRTimeline
BlueStem Wealth Partners, LLC238,000$88.3M12.03%+29,17813F-HRTimeline
Trust Co of Tennessee236,660$87.8M22%-15,38013F-HRTimeline
White Lighthouse Investment Management …233,414$86.6M15.46%-1,16913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC231,567$85.9M8.43%+11,39313F-HRTimeline
Summit Financial, LLC229,949$85.3M2.39%+11,18213F-HRTimeline
Martel Wealth Advisors LLC229,187$85M16.93%-6,32013F-HRTimeline
RMR Wealth Builders226,662$84.1M8.85%+8,59713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA226,422$84M0.45%+4,69313F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC224,481$83.2M2.74%+8,51013F-HRTimeline
Steward Partners Investment Advisory, L…219,896$81.5M0.72%+8,08713F-HRTimeline
Everhart Financial Group, Inc.214,669$79.6M10.88%+188,51013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …214,483$79.5M0.08%-84813F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.210,135$77.9M9.5%-4,92313F-HRTimeline
HCR Wealth Advisors207,621$77M10.02%+6,72513F-HRTimeline
&PARTNERS207,176$76.7M0.82%+52,81713F-HRTimeline
Corrigan Financial, Inc.201,089$74.6M15.36%+5,84913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding221,231$74.3M+27,706Timeline
Cresset Asset Management, LLC197,538$73.3M0.37%+12,24813F-HRTimeline
Cable Hill Partners, LLC188,141$71.2M6.95%-48713F-HRTimeline
BLAIR WILLIAM & CO/IL191,535$71M0.21%+8513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC184,561$68.4M2.05%-2,68213F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding182,663$67.7M+11,923Timeline
Stratos Wealth Partners, LTD.group of 3 filers holding181,750$67.4M-4,923Timeline
Crane Advisory, LLC186,826$67.3M12.16%+15,05613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC180,863$67.1M0.29%+7,70613F-HRTimelineGroup
Atria Investments, Inc176,042$65.3M0.84%-5,29413F-HRTimeline
Janney Montgomery Scott LLC173,672$64.4M0.18%-2,83213F-HRTimeline
Members Trust Co170,236$63.1M2.2%+110,82113F-HRTimeline
Venture Visionary Partners LLC170,146$63.1M2.65%+7,54613F-HRTimeline
Sequoia Financial Advisors, LLC170,093$63.1M0.49%-5,53913F-HRTimeline
Pasadena Private Wealth, LLC169,950$63M12.16%+5,01813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP168,821$62.6M0.01%+3,93413F-HRTimelineGroup
Pinnacle Financial Partners Inc168,596$62.5M1.26%+4,67613F-HRTimeline
Clark Asset Management, LLC167,710$62.2M10.43%+10,24413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…167,345$62.1M3.41%+2,10013F-HRTimelineGroup
Allworth Financial LP166,783$61.9M0.35%-13,50613F-HRTimeline
Hirtle & Co., LLC164,107$60.9M2.37%-4,26613F-HRTimeline
Arax Advisory Partners163,324$60.6M3.88%-17,07913F-HRTimeline
IFP Advisors, Inc160,817$59.7M1.84%+43,24913F-HRTimeline
Jentner Corp160,015$59.3M17.76%-8,20513F-HRTimeline
Florida Trust Wealth Management Co159,483$59.1M1.92%+6,48313F-HRTimeline
McIlrath & Eck, LLC158,669$58.8M7.23%+3,21813F-HRTimeline
STEVENS CAPITAL PARTNERS158,021$58.6M27.53%+4,93813F-HRTimeline
SAGE FINANCIAL GROUP INC156,187$57.9M4.68%+1,48413F-HRTimeline
One Day In July LLC155,657$57.7M5.78%+12,52013F-HRTimeline
Chicago Partners Investment Group LLC148,917$57.3M1.9%+9,50713F-HRTimeline
Blue Edge Capital, LLC154,169$57.2M9.18%-76913F-HRTimeline
Nadler Financial Group, Inc.153,235$56.8M6.29%-8,08613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC152,566$56.6M7.69%+5,26413F-HRTimeline
Trust Co151,929$56.3M6.69%-21,64513F-HRTimeline
Destination Wealth Management150,209$55.7M1.76%-2,27013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC148,405$55M12.33%+18,12213F-HRTimeline
SIGNATUREFD, LLC147,639$54.7M1.04%-12,64813F-HRTimeline
COMERICA BANK146,729$54.4M0.23%-8,41813F-HRTimeline
NorthCoast Asset Management LLC145,080$53.8M0.27%-18,87613F-HR/ATimeline
Partners in Financial Planning144,647$53.6M10.78%+1,04513F-HRTimeline
CONDOR CAPITAL MANAGEMENT142,359$52.8M4.92%+28813F-HRTimeline
Total Wealth Planning, LLC140,293$52M7.96%+2,13813F-HRTimeline
B. Riley Wealth Advisors, Inc.139,003$51.5M1.57%-5,24613F-HRTimeline
Pathway Financial Advisors LLC136,533$50.6M9.12%+18,62913F-HRTimeline
Advisors Capital Management, LLC135,839$50.4M0.78%+69,92013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…132,792$49.2M0.72%-1,99213F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC131,526$48.8M6.77%-1,83713F-HRTimeline
Systematic Alpha Investments, LLC130,672$48.5M1.85%013F-HRTimeline
Magnus Financial Group LLC130,451$48.4M4.69%-2313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC129,141$47.9M0.34%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT128,829$47.8M3.54%-3,31213F-HRTimeline
BOKF, NAin group BOKF, NA128,006$47.5M0.84%+61413F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL127,524$47.3M13.74%+47,50413F-HRTimeline
DAVENPORT & Co LLC125,402$46.5M0.28%+8,61113F-HRTimeline
Principle Wealth Partners LLC124,542$46.2M3.3%+4,00313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/123,826$45.9M0.02%+2,72813F-HRTimelineGroup
Affinity Capital Advisors, LLC127,304$45.9M9.09%-8,38413F-HRTimeline
Quantum Financial Planning Services, In…123,485$45.8M25.05%+2,77513F-HRTimeline
Strategic Investment Advisors / MI123,381$45.8M4.85%-13,46813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC122,281$45.3M1.4%-1,20513F-HRTimeline
CW Advisors, LLC119,836$45.3M0.54%+90,38813F-HRTimeline
Brickley Wealth Management121,189$44.9M9.32%+5,61413F-HRTimeline
Connecticut Wealth Management, LLC118,122$43.8M2.29%new13F-HRTimeline
Strategic Blueprint, LLC116,879$43.3M2.37%-5,31513F-HRTimeline
Rolek Wealth Management LLC118,838$43.1M44.56%+7,11513F-HRTimeline
CFS Investment Advisory Services, LLC114,739$42.5M3.79%-69713F-HRTimeline
Chaney Capital Management, Inc.113,283$42M18.71%+1,37213F-HRTimeline
Strata Wealth Advisors, LLC113,257$42M13.05%-23,34913F-HRTimeline
MBM WEALTH CONSULTANTS, LLC113,200$42M12.4%+38613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp113,056$41.9M0.15%+3,17413F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC111,652$41.4M11.04%-16113F-HRTimeline
Fee-Only Financial Planning, L.C.110,352$40.9M27.93%-2,45113F-HRTimeline
SP Asset Management LLC109,815$40.7M3.59%+5,40713F-HRTimeline
First Horizon Advisors, Inc.109,786$40.7M1.15%-7,31113F-HRTimeline
Geneos Wealth Management Inc.108,630$40.3M0.59%+72,91413F-HRTimeline