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Disclosery

VB VANGUARD INDEX FDS

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SHS (fund)

2,171 managers (2,190 13F filers) reported a position in VB shares at 2024-12-31, 155,664,050 shares in all. 110 filers opened a position and 71 filers sold out during the quarter.

Managers
2,171
13F filers
2,190
New
110
Added
908
Reduced
680
Sold out
71
Shares held by filers
155,664,050

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
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD80,126$19.3M0.1%+6,05513F-HRTimelineGroup
Cyndeo Wealth Partners, LLC79,207$19M1.29%+9,17213F-HRTimeline
Independent Advisor Alliance77,804$18.7M0.25%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC77,637$18.7M0.85%-59013F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT77,358$18.6M0.31%+2,15613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA73,602$18.5M0.88%-13,05613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC77,019$18.5M5.5%+1,14813F-HRTimeline
FIDUCIENT ADVISORS LLC75,993$18.3M2.25%-9,60813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding75,528$18.1M-21,195Timeline
BCK Partners, Inc.75,325$18.1M11.09%-25,87213F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC75,055$18M0.11%new13F-HRTimelineGroup
Cadence Bank74,855$18M1.22%+5,23013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp74,336$17.9M0.54%+7,21513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC73,933$17.8M0.41%+62,95813F-HRTimelineGroup
OAK HILL WEALTH ADVISORS, LLC73,867$17.7M4.23%new13F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.73,648$17.7M3.85%-13913F-HRTimeline
Wedmont Private Capital74,242$17.7M0.93%+13,00013F-HRTimeline
Koshinski Asset Management, Inc.72,841$17.5M1.57%+3,48913F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.72,761$17.5M10.03%+9,19713F-HRTimeline
Steward Partners Investment Advisory, L…72,380$17.4M0.15%+5,25913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC72,254$17.4M0.57%+50113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DeDora Capital, Inc.72,153$17.3M4.75%+64813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC72,143$17.3M0.73%+2,05213F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC71,788$17.2M0.37%-2,84913F-HRTimeline
Crane Advisory, LLC70,807$17.2M3.02%+1,85513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding71,302$17.1M-15,539Timeline
Gemmer Asset Management LLC71,176$17.1M1.68%-1,57513F-HRTimeline
HILL ISLAND FINANCIAL LLC70,721$17M4.96%-64,78613F-HRTimeline
Compton Wealth Advisory Group, LLC70,688$17M4.38%-18213F-HRTimeline
Summit Financial, LLC70,297$16.9M0.59%+1,78713F-HRTimeline
SAM Advisors, LLC69,392$16.7M6.03%+30013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.68,547$16.5M0.91%+54,80613F-HR/ATimelineGroup
Glenview Trust Co68,195$16.4M0.31%-53213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…67,382$16.2M0.36%-1,82613F-HRTimelineGroup
Strategic Investment Advisors / MI67,320$16.2M1.72%+2,46513F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…67,121$16.1M3.22%-3,34713F-HRTimeline
Annex Advisory Services, LLC67,047$16.1M0.49%-2,24313F-HRTimeline
GOLDEN ROAD ADVISORS LLC66,827$16.1M12.15%+3,25113F-HRTimeline
Monterey Private Wealth, Inc.66,594$16M5.28%+3,74413F-HRTimeline
Beacon Pointe Advisors, LLC66,221$15.9M0.18%-4,15613F-HRTimeline
Full Sail Capital, LLC65,388$15.7M1%-94813F-HRTimeline
HB Wealth Management, LLC64,942$15.6M0.16%-2,62513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC64,783$15.6M1.02%+2,10013F-HRTimelineGroup
Bristlecone Advisors, LLC64,627$15.5M1.21%-6213F-HRTimeline
Twele Capital Management, Inc.64,609$15.5M3.29%-22713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC63,355$15.2M0.37%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments63,058$15.2M0.95%+24,32713F-HRTimelineGroup
SAGE RHINO CAPITAL LLC62,594$15M3.28%-2,03913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC61,438$14.8M0.09%+2,28113F-HRTimelineGroup
AJ Advisors, LLC61,032$14.7M7.61%+13313F-HRTimeline
Iron Horse Wealth Management, LLC60,040$14.4M4.84%+1,73813F-HRTimeline
FIRST MANHATTAN CO. LLC.59,953$14.4M0.04%+9,00713F-HRTimeline
BLAIR WILLIAM & CO/IL59,452$14.3M0.04%+1,92313F-HRTimeline
Acropolis Investment Management, LLC59,012$14.2M0.84%-1,06713F-HRTimeline
Wealth Architects, LLC58,896$14.2M1.6%-75013F-HRTimeline
Cresset Asset Management, LLC58,603$14.1M0.07%-7,90913F-HRTimeline
CRA Financial Services, LLC58,359$14M2.41%+50713F-HRTimeline
Financiere des Professionnels - Fonds d…58,200$14M0.98%+13,50013F-HRTimeline
ASPIRIANT, LLC57,498$13.8M0.5%+9,74513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…57,463$13.8M0.78%+25313F-HRTimelineGroup
McAdam, LLC57,082$13.7M0.75%+11,39913F-HRTimeline
TOWNSQUARE CAPITAL LLC56,156$13.5M0.15%+18,10913F-HRTimeline
Dechtman Wealth Management, LLC56,008$13.5M2.6%+9,46413F-HRTimeline
Noble Family Wealth, LLC55,966$13.4M3.7%+3,24613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …55,724$13.4M0.2%+1,98913F-HRTimelineGroup
CAPITAL ADVISORS INC/OK55,721$13.4M0.27%-1,22213F-HRTimeline
Apella Capital, LLC55,573$13.4M0.51%+4,25813F-HRTimeline
BURLING WEALTH PARTNERS, LLC55,533$13.3M2.72%13F-HRTimeline
GeoWealth Management, LLC55,239$13.3M0.43%+2,98713F-HRTimeline
BOK Financial Private Wealth, Inc.55,175$13.3M0.96%-9,05113F-HRTimeline
STALEY CAPITAL ADVISERS INC55,093$13.2M0.59%-59713F-HRTimeline
McIlrath & Eck, LLC54,964$13.2M1.68%+1,17613F-HRTimeline
Permanent Capital Management, LP54,527$13.1M4.06%13F-HRTimeline
Roberts Wealth Advisors, LLC53,281$13.1M3.98%+2,71913F-HRTimeline
Atria Investments, Inc54,454$13.1M0.16%-9,90813F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.53,645$12.9M2.56%+47,42613F-HRTimeline
SPC Financial, Inc.53,616$12.9M1.12%+50,69313F-HRTimeline
VSM Wealth Advisory, LLC53,452$12.8M4.58%13F-HRTimeline
Plum Street Advisors, LLC53,384$12.8M6.33%+68813F-HRTimeline
Frisco Financial Planning LLC53,185$12.8M12.63%13F-HRTimeline
WHITTIER TRUST CO53,156$12.8M0.17%-5,27013F-HRTimeline
Empirical Financial Services, LLC d.b.a…53,053$12.7M0.35%-54313F-HRTimeline
ATMOS ADVISORY, LLC53,033$12.7M8.85%+40013F-HRTimeline
Bleakley Financial Group, LLC52,103$12.5M0.38%+11213F-HRTimeline
Asset Management Group, Inc.51,817$12.5M2.21%-25913F-HRTimeline
B. Riley Wealth Advisors, Inc.51,640$12.4M0.41%-5,62013F-HRTimeline
GoalFusion Wealth Management, LLC51,611$12.4M6.76%+34813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp51,047$12.3M1.16%-2,95013F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…50,686$12.2M1.2%-1,07513F-HRTimelineGroup
Trust Co of the South50,670$12.2M2.48%+8,36213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC50,542$12.1M0.1%+3,06113F-HRTimeline
St. Louis Trust Co49,921$12M1.72%-22013F-HRTimeline
David Kennon Inc49,733$11.9M4.71%+11413F-HRTimeline
25 LLC49,719$11.9M5.06%+96713F-HRTimeline
Abound Wealth Management49,519$11.9M3.82%+46013F-HRTimeline
Arbor Wealth Advisors LLC49,418$11.9M10.58%+2,96913F-HRTimeline
Von Berge Wealth Management Group, LLC46,949$11.8M7.16%+45813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …49,091$11.8M1%new13F-HRTimelineGroup
White Wing Wealth Management48,913$11.8M8.74%+43613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding48,900$11.7M+3,472Timeline
Agate Pass Investment Management, LLC48,873$11.7M5.31%+1,41313F-HRTimeline
OneDigital Investment Advisors LLC48,219$11.6M0.13%+94713F-HRTimeline
Venture Visionary Partners LLC47,965$11.5M0.49%+33613F-HR/ATimeline
JFG Wealth Management, LLC47,747$11.5M2.63%+2,80013F-HRTimeline
Aries Wealth Management47,674$11.5M3.15%+39113F-HRTimeline
Rossmore Private Capital47,614$11.5M1.42%+11813F-HRTimeline
NorthCoast Asset Management LLC47,552$11.4M0.06%+8913F-HR/ATimeline
FIRST NATIONAL CORP /MA/ /ADV47,374$11.4M2.58%+84013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.47,302$11.4M0.12%+8,24713F-HRTimeline
Curran Financial Partners, LLC47,256$11.4M2.98%+8,73913F-HRTimeline
&PARTNERS46,537$11.3M0.14%+14,81613F-HRTimeline
Drucker Wealth 3.0, LLC47,112$11.3M2.61%+15,77313F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC46,988$11.3M0.11%+1,96613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC46,815$11.2M0.16%-61713F-HRTimeline
Allworth Financial LP44,598$11.2M0.06%+7,82713F-HRTimeline
Clarity Wealth Advisors, LLC46,630$11.2M3.05%+2,10113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC46,540$11.2M0.59%-2,49013F-HRTimeline
O'Connor Financial Group LLC46,532$11.2M5.84%+76813F-HRTimeline
CSM Advisors, LLC46,514$11.2M0.52%+10,37813F-HR/ATimeline
High Note Wealth, LLC46,499$11.2M2.91%+45913F-HRTimeline
PrairieView Partners, LLC46,471$11.2M1.17%-73,13613F-HRTimeline
Proquility Private Wealth Partners, LLC46,453$11.2M3.59%+1,36613F-HRTimeline
CoreCap Advisors, LLC46,400$11.1M0.51%+2,20613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC46,280$11.1M0.16%-1,84413F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC46,095$11.1M0.34%-2,29913F-HRTimeline
Sage Mountain Advisors LLC45,932$11M0.81%-29413F-HRTimeline
Spectrum Financial Alliance Ltd LLC45,884$11M3.83%+1,13713F-HRTimeline
Red Wave Investments LLC45,870$11M3.86%-1,23113F-HRTimeline
PDS Planning, Inc45,869$11M0.98%-71913F-HRTimeline
Focused Wealth Management, Inc45,725$11M1.48%+1,63413F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding45,974$11M+2,049Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…45,301$10.9M0.29%+9,06713F-HRTimelineGroup
Caprock Group, LLC45,219$10.9M0.36%+21513F-HRTimeline
Kathmere Capital Management, LLC45,025$10.8M0.97%+50913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding45,020$10.8M+21,466Timeline
Capital Planning LLC44,935$10.8M2.83%+21113F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …44,685$10.7M0.31%new13F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC44,608$10.7M0.45%-1,61413F-HRTimeline
Orgel Wealth Management, LLC44,380$10.7M0.28%+17913F-HRTimeline
POM Investment Strategies, LLC44,262$10.6M8.01%new13F-HRTimeline
Bear Mountain Capital, Inc.42,162$10.6M4.14%-45513F-HRTimeline
Silver Coast Investments LLC44,224$10.6M4.02%new13F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC43,998$10.6M2.53%+2,04513F-HRTimeline
Copperwynd Financial, LLC43,862$10.5M2.91%new13F-HRTimeline
Gray Wealth Management Inc.43,854$10.5M4%+2,15613F-HRTimeline
Perigon Wealth Management, LLC42,521$10.5M0.26%+3,03313F-HRTimeline
Fee-Only Financial Planning, L.C.43,766$10.5M6.79%-14813F-HRTimeline
MANNING & NAPIER ADVISORS LLC43,728$10.5M0.12%-23313F-HRTimeline
VestGen Investment Management43,374$10.4M2.84%-1,43113F-HRTimeline
Vawter Financial, Ltd.43,115$10.4M6.22%+67113F-HRTimeline
Ashton Thomas Private Wealth, LLC42,979$10.3M0.4%+2,37213F-HRTimeline
Frontier Asset Management, LLC42,785$10.3M3.39%+2,07513F-HRTimeline
JDM Financial Group LLC42,766$10.3M5.34%+23813F-HRTimeline
Parkside Advisors LLC41,982$10.1M2.38%+4013F-HRTimeline
Cherry Tree Wealth Management, LLC41,641$10M2.48%-6913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …41,595$10M0.81%+5,66613F-HR/ATimeline
Mason & Associates, LLC41,464$9.96M2.98%+2,15813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…41,431$9.96M0.09%+2,54613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management41,077$9.87M0.31%+1,61313F-HRTimelineGroup
Evolution Wealth Advisors, LLC41,063$9.87M1.65%-1,45413F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co40,984$9.85M2.26%+10013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.40,926$9.83M3.18%+7,13613F-HRTimeline
TD Capital Management LLC40,919$9.83M1%-1,10213F-HRTimeline
Circle Wealth Management, LLC40,671$9.77M0.21%013F-HRTimeline
Compass Ion Advisors, LLC40,607$9.76M1.16%-1,05513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding40,927$9.75M+1,201Timeline
TD PRIVATE CLIENT WEALTH LLC40,388$9.7M0.27%+2,72113F-HRTimeline
Beacon Financial Strategies CORP40,227$9.67M6.46%+1,25013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,932$9.59M0.01%+36,92013F-HRTimelineGroup
Kearns & Associates LLC39,477$9.49M6.13%+1913F-HRTimeline
CULBERTSON A N & CO INC39,470$9.48M1.51%013F-HRTimeline
DORVAL Corp39,253$9.43M3.75%+1,09513F-HRTimeline
Compass Financial Group, Inc.39,193$9.42M4.5%-1,39213F-HRTimeline
Smith & Howard Wealth Management, LLC39,053$9.38M2.66%+5213F-HRTimeline
HARBOR ADVISORY CORP /MA/38,681$9.29M3.05%+4,87913F-HRTimeline
Florida Trust Wealth Management Co38,671$9.29M0.3%+1,52313F-HRTimeline
Buck Wealth Strategies, LLC38,627$9.28M1.93%+16,92213F-HRTimeline
Horizons Wealth Management38,573$9.27M7.19%+14713F-HRTimeline
STEPH & CO38,334$9.21M3.11%-4,28813F-HRTimeline
Empower Advisory Group, LLC37,944$9.12M0.03%+1,91013F-HRTimeline
FIDUCIARY ADVISORS, INC.37,886$9.1M9.16%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC37,717$9.06M0.29%-1,26113F-HRTimeline
RFG Holdings, Inc.37,654$9.05M3.01%+31,75813F-HRTimeline
BlueSky Wealth Advisors, LLC37,639$9.04M1.41%-85313F-HRTimeline
Sand Hill Global Advisors, LLC37,532$9.02M0.38%-74113F-HRTimeline
Bray Capital Advisors37,454$9M2.44%-50413F-HRTimeline
Rinkey Investments37,203$8.94M2.86%+2,97113F-HRTimeline
Peninsula Wealth, LLC37,198$8.94M1.52%-43613F-HRTimeline
Ballentine Partners, LLC37,010$8.89M0.15%-10913F-HRTimeline
Leeward Financial Partners, LLC36,982$8.89M3.17%+4,95313F-HRTimeline
Robertson Stephens Wealth Management, L…36,959$8.88M0.32%-9,51113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC36,735$8.83M0.97%+2,32513F-HRTimeline
Benchmark Wealth Management, LLC36,732$8.83M4.34%-32713F-HRTimeline
World Investment Advisors36,468$8.76M0.24%-5,70513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC36,463$8.76M2.21%+2,02213F-HRTimeline
FINANCIAL COUNSELORS INC36,313$8.73M0.13%+7,67013F-HRTimeline
Axiom Financial Strategies, LLC36,309$8.72M4.87%-9,84813F-HRTimeline
Brick & Kyle, Associates36,141$8.68M3.7%+413F-HRTimeline
RWA WEALTH PARTNERS, LLC36,129$8.68M0.11%+4,00313F-HRTimeline
WESCAP Management Group, Inc.35,986$8.65M2.1%+22413F-HRTimeline