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Disclosery

VUG VANGUARD INDEX FDS

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COM (fund)

2,481 managers (2,503 13F filers) reported a position in VUG shares at 2025-06-30, 258,140,388 shares in all. 145 filers opened a position and 94 filers sold out during the quarter.

Managers
2,481
13F filers
2,503
New
145
Added
964
Reduced
894
Sold out
94
Shares held by filers
258,140,388

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/49,386,990$21.7B1.75%+851,11013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,058,923$15.3B11.6%+2,786,82213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,559,215$6.38B0.42%+538,11113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,309,490$3.64B-43,937Timeline
Financial Engines Advisors L.L.C.7,251,506$3.18B6.35%-47,88013F-HRTimeline
UBS Group AGin group UBS Group AG5,916,441$2.59B0.54%+40,30813F-HRTimelineGroup
LPL Financial LLC5,335,797$2.34B0.78%+371,59513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,121,901$1.81B0.4%+198,97513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,886,118$1.71B0.42%+16,25013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,619,723$1.59B4.13%-1,48713F-HRTimelineGroup
EP Wealth Advisors, LLC3,463,113$1.52B9.98%+126,64913F-HRTimeline
FMR LLCin group FMR LLC2,689,800$1.18B0.07%-119,34013F-HRTimelineGroup
Mill Creek Capital Advisors, LLC2,559,774$1.12B24.88%-60,00513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,471,481$1.08B0.37%-165,59713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,329,175$1.02B0.66%+9,30113F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC2,176,216$954M11.94%-305,58013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,043,290$896M0.17%+35,51013F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,956,214$858M0.16%-39,44213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,792,600$786M1.04%-63,79313F-HRTimeline
Mariner, LLCin group Mariner, LLC1,786,816$783M1.13%+40,88113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,785,539$783M0.57%+38,03213F-HRTimelineGroup
D.A. DAVIDSON & CO.1,758,337$771M5.43%+45,00813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,731,734$759M0.05%-64,09913F-HRTimelineGroup
HighTower Advisors, LLC1,552,072$680M0.85%+73,29213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,486,447$652M1.45%+51,11413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,468,303$644M0.75%-59,78313F-HRTimelineGroup
Provida Pension Fund Administrator1,417,518$622M11.26%+30,23013F-HRTimeline
Cetera Investment Advisers1,326,314$581M0.98%+206,40713F-HRTimeline
Balentine LLC1,305,513$572M22.28%-3,17213F-HRTimeline
Performance Wealth Partners, LLC1,290,691$566M18.1%-1,92313F-HRTimeline
Modera Wealth Management, LLC1,195,224$524M6.49%+16,38113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,185,089$520M0.08%-282,19113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,042,900$457M0.82%+22,00013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP1,033,308$453M9.88%+36,60413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,030,654$452M0.66%+38,90313F-HRTimelineGroup
CHOREO, LLC1,024,392$450M6.27%+44913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,022,867$448M10.33%+135,93613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.924,632$402M0.72%+139,95213F-HR/ATimelineGroup
CBIZ Investment Advisory Services, LLC903,783$396M17.55%+35,56513F-HRTimeline
Wealthspire Advisors, LLC896,976$393M2.21%-22,58013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC871,186$382M0.26%+242,23313F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC869,661$381M4.54%+60,17413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.849,857$373M3.07%+10,33613F-HRTimelineGroup
Merit Financial Group, LLC817,453$358M4%+347,41213F-HRTimeline
MML INVESTORS SERVICES, LLC785,410$344M0.99%+56,30113F-HRTimeline
Northeast Financial Consultants Inc774,827$340M13.89%+4,80813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP735,886$323M0.31%+3,98513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.722,843$317M0.1%+424,34213F-HRTimeline
Sanctuary Advisors, LLC718,677$315M1.95%-20,29513F-HRTimeline
Waverly Advisors, LLC716,569$314M3.45%+39,75813F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP698,089$306M9.28%+1,17113F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers694,588$305M0.48%+116,60013F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding687,522$301M-68,025Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding678,931$298M+60,406Timeline
AVANTAX ADVISORY SERVICES, INC.676,316$296M1.63%+2,78313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…601,004$266M0.44%+1,64013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding594,163$260M+14,136Timeline
Bell Bank586,269$257M11.98%+25,84913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.576,028$253M3.17%-10,13313F-HRTimelineGroup
Waldron Private Wealth LLC558,569$245M10.69%+21,29213F-HRTimeline
Money Design Co.,Ltd.554,153$243M11.35%+11,40913F-HRTimeline
MATHER GROUP, LLC.548,423$240M2.57%+17,57513F-HRTimeline
CWM, LLCin group CWM, LLC532,190$233M0.82%+5513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…531,327$233M1.88%+1,00413F-HRTimelineGroup
Retirement Investment Advisors, Inc.529,933$232M20.9%+25,59613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC514,034$225M0.53%-8,24813F-HRTimelineGroup
Cambridge Investment Research Advisors,…482,195$211M0.64%+25,29513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC477,680$210M3.43%+181,91813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP473,262$207M0.28%-148,23913F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.469,987$206M0.36%+8,78413F-HRTimelineGroup
Garde Capital, Inc.461,551$202M10.83%-12,74113F-HRTimeline
Avior Wealth Management, LLC447,094$196M6.77%+1,79013F-HRTimeline
Private Advisor Group, LLC438,014$192M1.03%+2,74713F-HRTimeline
Truepoint, Inc.425,519$187M4.64%+7,64813F-HRTimeline
NewEdge Advisors, LLC413,727$181M0.94%+12,38613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC410,717$180M11.88%+10,67913F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC408,774$179M12.27%+8,85113F-HRTimeline
BOK Financial Private Wealth, Inc.400,378$176M11.72%+1,19613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC394,581$173M0.31%+31,15813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management386,221$169M2.22%-6,81513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…356,875$156M0.34%+53,41713F-HR/ATimelineGroup
Cornerstone Management, Inc.355,735$156M27.11%-3,00313F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…340,519$149M10.74%+31,81513F-HRTimelineGroup
Beacon Pointe Advisors, LLC324,941$142M1.49%+12,24713F-HRTimeline
Rezny Wealth Management, Inc.323,948$142M32.03%+4,22213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC322,237$141M18.02%+6,74313F-HRTimeline
BANK OF HAWAII321,923$141M7.45%-5,78613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\302,853$133M0.17%-3,24513F-HRTimelineGroup
Permanens Capital L.P.301,987$133M18.07%-52,72613F-HRTimeline
Howard Capital Management, LLC301,367$132M1.98%-12,74113F-HRTimeline
Creative Planningin group Creative Planning296,917$130M0.11%-46113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding292,426$128M-7,239Timeline
Betterment LLC290,155$127M0.27%+22,64813F-HRTimeline
SIMON QUICK ADVISORS, LLC283,250$124M6.28%-1,69313F-HR/ATimeline
Mountain Capital Investment Advisors In…285,908$124M23.84%+21,40613F-HRTimeline
Strategies Wealth Advisors, LLC274,919$121M13.17%-8,09213F-HRTimeline
Orion Porfolio Solutions, LLC268,637$118M1.01%+15,79113F-HR/ATimeline
Financial Synergies Wealth Advisors, In…259,284$114M12.38%+2,31213F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…251,650$110M0.99%013F-HRTimelineGroup
Everhart Financial Group, Inc.250,772$110M12.7%+36,10313F-HRTimeline
Relyea Zuckerberg Hanson LLC245,688$108M12.62%+1,87613F-HRTimeline
CENTRAL TRUST Co243,888$107M2.47%+2,33713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC241,758$106M0.76%+205,63313F-HR/ATimelineGroup
White Lighthouse Investment Management …241,727$106M17.24%+8,31313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC239,068$105M3.27%+14,58713F-HRTimeline
Summit Financial, LLC237,854$104M2.36%+7,90513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC236,599$104M0.17%-8,38213F-HRTimelineGroup
Trust Co of Tennessee236,055$103M24.12%-60513F-HRTimeline
Martel Wealth Advisors LLC232,840$102M18.92%+3,65313F-HRTimeline
Glenmede Investment Management, LP231,372$101M0.51%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC228,602$100M9.29%-2,96513F-HRTimeline
RMR Wealth Builders226,185$99.3M9.02%-47713F-HRTimeline
&PARTNERS225,385$98.9M0.76%+18,20913F-HRTimeline
Steward Partners Investment Advisory, L…222,838$97.7M0.76%+2,94213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC250,803$96.8M0.38%+69,94013F-HRTimelineGroup
Kensington Asset Management, LLC217,710$95.4M7.21%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HCR Wealth Advisors213,320$93.5M11.01%+5,69913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding229,511$91.4M+8,280Timeline
Arax Advisory Partners181,207$91.2M4.19%+17,88313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.206,957$90.7M9.96%-3,17813F-HRTimeline
Members Trust Co204,775$89.8M3.09%+34,53913F-HRTimeline
CSM Advisors, LLC201,387$88.3M2.58%-195,88713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding194,392$85.2M+12,642Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC190,859$83.7M2.19%+6,29813F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding189,915$83.3M+7,252Timeline
BLAIR WILLIAM & CO/IL189,300$83M0.23%-2,23513F-HRTimeline
Clark Asset Management, LLC185,017$81.1M11.06%+17,30713F-HRTimeline
Allworth Financial LP183,654$80.5M0.39%+16,87113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP182,636$80.1M0.01%+13,81513F-HRTimelineGroup
Pasadena Private Wealth, LLC181,691$79.7M13.64%+11,74113F-HRTimeline
Cresset Asset Management, LLC180,341$79.2M0.4%-17,19713F-HR/ATimeline
One Day In July LLC174,303$76.4M6.92%+18,64613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…174,226$76.4M3.45%+6,88113F-HRTimelineGroup
Pathway Financial Advisors LLC173,696$76.1M11.14%+37,16313F-HRTimeline
Venture Visionary Partners LLC173,434$76M2.86%+3,28813F-HRTimeline
Pinnacle Financial Partners Inc170,682$74.8M1.57%+2,08613F-HRTimeline
Crane Advisory, LLC169,430$74.8M12.4%-17,39613F-HRTimeline
Atria Investments, Inc169,030$74.1M0.88%-7,01213F-HRTimeline
BlueStem Wealth Partners, LLC167,739$73.5M9.03%-70,26113F-HRTimeline
Sequoia Financial Advisors, LLC167,223$73.3M0.5%-2,87013F-HRTimeline
McIlrath & Eck, LLC163,699$71.8M8.19%+5,03013F-HRTimeline
SIGNATUREFD, LLC163,029$71.5M1.22%+15,39013F-HRTimeline
Jentner Corp161,563$70.8M18.97%+1,54813F-HRTimeline
Hirtle & Co., LLC160,665$70.4M2.67%-3,44213F-HRTimeline
STEVENS CAPITAL PARTNERS154,514$70.4M25.25%-3,50713F-HRTimeline
Florida Trust Wealth Management Co160,220$70.2M2.16%+73713F-HRTimeline
Janney Montgomery Scott LLC158,357$69.4M0.18%-15,31513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC154,319$67.7M8.4%+1,75313F-HRTimeline
Total Wealth Planning, LLC153,771$67.4M8.52%+13,47813F-HRTimeline
Advisors Capital Management, LLC153,529$67.3M0.92%+17,69013F-HRTimeline
Blue Edge Capital, LLC152,720$67M9.96%-1,44913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…152,640$66.9M0.15%+83,55913F-HR/ATimelineGroup
Chicago Partners Investment Group LLC148,302$66.8M1.93%-61513F-HRTimeline
SAGE FINANCIAL GROUP INC151,378$66.4M4.9%-4,80913F-HRTimeline
Destination Wealth Management148,698$65.2M1.91%-1,51113F-HRTimeline
Nadler Financial Group, Inc.148,666$65.2M6.67%-4,56913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC147,468$64.6M0.43%+18,32713F-HRTimeline
BOKF, NAin group BOKF, NA147,397$64.6M1.05%+19,39113F-HRTimelineGroup
PRESILIUM PRIVATE WEALTH, LLC145,810$63.9M13.08%-2,59513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC142,584$62.5M0.33%+74,60113F-HRTimelineGroup
NorthCoast Asset Management LLC142,204$62.3M0.27%-2,87613F-HRTimeline
Partners in Financial Planning142,109$62.3M11.49%-2,53813F-HRTimeline
CONDOR CAPITAL MANAGEMENT141,644$62.1M5.39%-71513F-HRTimeline
Gleason Group, Inc.141,219$61.9M6.71%+42,65013F-HRTimeline
COMERICA BANK137,652$60.3M0.23%-9,07713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…137,075$60.1M0.83%+4,28313F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT134,022$58.8M4.06%+5,19313F-HRTimeline
Trust Co132,364$58M6.55%-19,56513F-HRTimeline
CW Advisors, LLC132,273$58M0.56%+12,43713F-HRTimeline
Magnus Financial Group LLC131,523$57.7M5.06%+1,07213F-HRTimeline
Systematic Alpha Investments, LLC130,672$57.3M2.03%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC130,095$57M7.55%-1,43113F-HRTimeline
Quantum Financial Planning Services, In…128,706$56.4M26.56%+5,22113F-HRTimeline
DAVENPORT & Co LLC128,005$56.1M0.31%+2,60313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/127,749$56M0.03%+3,92313F-HRTimelineGroup
Principle Wealth Partners LLC127,637$56M3.49%+3,09513F-HRTimeline
Affinity Capital Advisors, LLC126,664$55.5M9.55%-64013F-HRTimeline
Strategic Investment Advisors / MI124,270$54.5M5.3%+88913F-HRTimeline
TL Private Wealth123,787$54.3M22.55%+2,03213F-HRTimeline
Connecticut Wealth Management, LLC123,754$54.3M2.58%+5,63213F-HRTimeline
Strategic Investment Solutions, Inc. /IL121,495$53.3M16.12%-6,02913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC121,351$53.2M1.45%-93013F-HRTimeline
Brickley Wealth Management120,887$53M10.37%-30213F-HRTimeline
Strata Wealth Advisors, LLC119,330$52.3M14.42%+6,07313F-HRTimeline
First Horizon Advisors, Inc.117,822$51.7M1.34%+8,03613F-HRTimeline
J.W. COLE ADVISORS, INC.117,772$51.6M1.1%+66,26013F-HRTimeline
Rolek Wealth Management LLC116,856$51.2M44.31%-1,98213F-HRTimeline
Grey Fox Wealth Advisors, LLC116,307$51M12.17%+4,65513F-HRTimeline
SP Asset Management LLC116,169$50.9M4.2%+6,35413F-HRTimeline
Chaney Capital Management, Inc.115,828$50.8M19.92%+2,54513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC114,662$50.3M13.46%+1,46213F-HRTimeline
IFP Advisors, Inc113,281$49.7M1.41%-47,53613F-HRTimeline
Summit Financial Wealth Advisors, LLC112,259$49.2M8.83%+12,17013F-HRTimeline
Fee-Only Financial Planning, L.C.110,916$48.6M30.1%+56413F-HRTimeline
CFS Investment Advisory Services, LLC107,506$47.1M3.86%-7,23313F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV106,315$46.6M1.03%013F-HR/ATimeline
Dodds Wealth, LLC105,319$46.2M12.38%+76,52513F-HRTimeline
GOLDEN ROAD ADVISORS LLC104,994$46M30.61%+5,56113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources104,680$45.9M0.01%+16,62913F-HRTimelineGroup
Bishop & Co Investment Management, LLC103,996$45.6M16.38%-3,31413F-HRTimeline