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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
US FINANCIAL ADVISORS, LLC35,981$8.65M2.66%+23413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC35,918$8.63M0.01%013F-HRTimelineGroup
James J. Burns & Company, LLC35,844$8.61M1.5%+2,23913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC35,716$8.58M0.32%+51613F-HRTimeline
Sandy Cove Advisors, LLC35,684$8.57M3.37%+70813F-HRTimeline
Waverly Advisors, LLC35,546$8.54M0.13%+75413F-HRTimeline
Chesley Taft & Associates LLC35,328$8.49M0.39%+1,35213F-HRTimeline
NWAM LLC35,219$8.46M0.52%-21513F-HRTimeline
Fonville Wealth Management LLC35,173$8.45M2.79%+48913F-HRTimeline
BAILARD, INC.35,132$8.44M0.22%013F-HRTimeline
Cornerstone National Bank & Trust Co35,083$8.43M3.87%+63913F-HRTimeline
Lokken Investment Group LLC35,018$8.41M3.63%-7,16713F-HRTimeline
HOGE FINANCIAL SERVICES, LLC34,981$8.41M6.16%+36713F-HRTimeline
Johnson Bixby & Associates, LLC34,885$8.38M1.28%+2,87713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC34,719$8.34M2.16%+2,91913F-HR/ATimeline
Cynosure Group, LLC33,917$8.17M1.22%+21,80713F-HRTimeline
GoalVest Advisory LLC33,998$8.17M2.24%-13813F-HRTimeline
Dynasty Wealth Management, LLC33,815$8.12M0.14%+29713F-HRTimeline
SageView Advisory Group, LLC33,636$8.08M0.35%+13,83013F-HRTimeline
Black Diamond Financial, LLC33,624$8.08M1.21%-24713F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co33,598$8.07M0.18%013F-HRTimelineGroup
Allianz SEin group Allianz SE33,584$8.06M0.21%-28,47013F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC33,556$8.06M4.36%+73813F-HRTimeline
Praetorian Wealth Management, Inc.33,507$8.05M1.96%-78513F-HRTimeline
Warwick Investment Management, Inc.33,478$8.04M1.66%-58513F-HRTimeline
Holos Integrated Wealth LLC33,418$8.03M5.49%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co33,378$8.02M0.11%+2,30913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.33,378$8.02M0.32%+1,83313F-HRTimeline
Elite Financial, Inc.33,266$7.99M4.33%13F-HRTimeline
TriaGen Wealth Management LLC33,213$7.98M2.69%+54113F-HRTimeline
Single Point Partners, LLC33,211$7.98M1.84%new13F-HRTimeline
Crestwood Advisors Group, LLC33,184$7.97M0.15%+80713F-HRTimeline
Global Retirement Partners, LLC33,021$7.93M0.23%+2,25513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC32,916$7.91M0.11%+1313F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC32,747$7.87M0.33%013F-HRTimeline
Haverford Trust Co32,610$7.84M0.08%+83013F-HRTimeline
Beirne Wealth Consulting Services, LLC32,267$7.75M2.8%+21513F-HRTimeline
CWM, LLCin group CWM, LLC32,051$7.7M0.03%+9,16913F-HRTimelineGroup
Arkos Global Advisors31,922$7.67M1.13%-52513F-HRTimeline
Old Mission Investment Co LLC31,884$7.66M2.28%+2,92613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …29,313$7.62M0.99%-1,13113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC31,428$7.55M0.17%-25613F-HRTimelineGroup
Oldfather Financial Services, LLC31,399$7.54M2.87%+8413F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC31,391$7.54M2.82%-46913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC31,362$7.54M2.18%+17,52813F-HRTimeline
Mutual Advisors, LLC30,439$7.53M0.22%+7,65613F-HRTimeline
Manchester Capital Management LLC30,891$7.42M0.86%+75013F-HRTimeline
Family Investment Center, Inc.30,808$7.4M1.88%-99113F-HRTimeline
Valmark Advisers, Inc.30,697$7.38M0.11%+35713F-HRTimeline
Latigo Investments, LLC30,671$7.37M3.75%013F-HRTimeline
Gilman Hill Asset Management, LLC30,663$7.37M1.28%-4,64913F-HRTimeline
Colony Family Offices, LLC30,540$7.34M2.31%-213F-HRTimeline
Greenbush Financial Group, LLC30,363$7.3M3.85%13F-HRTimeline
Edge Capital Group, LLC29,917$7.19M0.37%+17213F-HRTimeline
RW Investment Management LLC29,894$7.18M0.88%+86013F-HRTimeline
WEBSTER BANK, N. A.29,739$7.15M0.77%-9,34913F-HRTimeline
Five Pine Wealth Management29,657$7.13M6.01%13F-HRTimeline
Capital Advantage, Inc.29,545$7.1M1.29%+4,07113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC29,522$7.09M1.49%+1,95113F-HRTimeline
FAMILY WEALTH PARTNERS, LLC29,455$7.08M3.36%+52113F-HRTimeline
Capital Management Associates, Inc29,337$7.05M2.64%+8913F-HRTimeline
Rehmann Capital Advisory Group29,273$7.03M0.45%-80313F-HRTimeline
Prosperitas Financial LLC29,257$7.03M3.56%+54313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,204$7.02M0.53%+18,82713F-HRTimeline
Sequoia Financial Advisors, LLC29,156$7.01M0.07%+15,05813F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources29,033$6.98M<0.01%+1,91613F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding29,004$6.97M+1,107Timeline
Wambolt & Associates, LLC28,814$6.92M2.22%-6,22313F-HRTimeline
COZAD ASSET MANAGEMENT INC28,720$6.9M0.64%+2,14313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…28,699$6.9M0.28%+1,74113F-HRTimelineGroup
Causey Wealth LLC28,619$6.88M4.01%13F-HRTimeline
Ramiah Investment Group28,453$6.84M6.23%+2,91513F-HRTimeline
Ruggaard & Associates LLC28,210$6.78M2.97%+69613F-HRTimeline
NavPoint Financial, Inc.28,162$6.77M5.35%-75613F-HRTimeline
IFP Advisors, Inc28,084$6.75M0.22%+15,18013F-HRTimeline
Cambridge Advisors Inc.28,036$6.74M1.5%-3,16413F-HRTimeline
SVB WEALTH LLC27,918$6.71M0.13%new13F-HRTimeline
BOKF, NAin group BOKF, NA27,865$6.64M0.11%+89313F-HRTimelineGroup
Abacus Planning Group, Inc.27,611$6.63M1.17%-47113F-HRTimeline
McNamara Financial Services, Inc.27,570$6.62M1.56%-1,53113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC27,422$6.59M0.76%+10,04113F-HRTimeline
FISHMAN JAY A LTD/MI27,420$6.59M0.62%-69013F-HRTimeline
May Hill Capital, LLC27,313$6.56M2.54%13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC26,409$6.55M2.39%13F-HRTimeline
Aurelius Family Office LLC26,961$6.48M3.27%13F-HRTimeline
Penney Financial, LLC26,887$6.46M4.33%+32313F-HRTimeline
Evolution Advisers, Inc.26,779$6.43M3.52%+51113F-HRTimeline
Private Portfolio Partners LLC26,722$6.42M1.18%+7413F-HRTimeline
Roundview Capital LLC26,718$6.42M0.45%+9613F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…26,550$6.38M0.67%+10113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC26,547$6.38M0.48%+13,14513F-HRTimelineGroup
Sovereign Financial Group, Inc.26,492$6.37M1.46%+23913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,157$6.29M0.16%+55113F-HRTimelineGroup
Creekside Partners26,130$6.28M3.25%-13913F-HRTimeline
Wealth Management Strategies, Inc.26,083$6.27M4.79%13F-HR/ATimeline
HEADINVEST, LLC25,692$6.17M1.17%+70413F-HRTimeline
Core Wealth Advisors, Inc.25,600$6.15M2.03%new13F-HRTimeline
Walkner Condon Financial Advisors LLC25,484$6.12M1.24%-17913F-HRTimeline
Snowden Capital Advisors LLC25,473$6.12M0.19%+2,23913F-HRTimeline
Prepared Retirement Institute LLC25,398$6.1M3.48%+2,09013F-HRTimeline
Visionary Wealth Advisors25,223$6.06M0.36%+2,83813F-HRTimeline
Farrell Financial LLC25,211$6.06M4.33%-4713F-HRTimeline
White Lighthouse Investment Management …25,057$6.02M1.06%+17513F-HRTimeline
BEACON FINANCIAL PLANNING, INC25,052$6.02M3.5%+3,04213F-HRTimeline
BluePointe Capital Management, LLC25,035$6.02M3.44%+3,75013F-HRTimeline
Cadent Capital Advisors, LLC25,025$6.01M2.1%+21013F-HRTimeline
Prospera Financial Services Inc24,986$6.01M0.14%+2,46013F-HRTimeline
Aveo Capital Partners, LLC24,990$6M0.66%+1,36113F-HRTimeline
Arcadia Wealth Management, LLC24,987$6M3.04%+1,01213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC24,984$6M5.52%13F-HRTimeline
Texas Yale Capital Corp.24,909$5.99M0.24%+2,64213F-HRTimeline
Rialto Wealth Management, LLC24,841$5.97M1.97%13F-HRTimeline
GILL CAPITAL PARTNERS, LLC24,801$5.96M2.14%+48013F-HRTimeline
Brooklyn FI, LLC24,771$5.95M1.98%+1,00913F-HR/ATimeline
CONDOR CAPITAL MANAGEMENT24,738$5.94M0.52%-20,96213F-HRTimeline
First PREMIER Bank24,673$5.93M1.51%-9813F-HRTimeline
Evercore Wealth Management, LLC24,604$5.91M0.09%-2,22913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…23,296$5.85M0.33%+7,07613F-HRTimeline
FIRST MERCHANTS CORP24,184$5.81M0.22%-47113F-HRTimeline
Brightwater Advisory LLC24,166$5.81M4.55%-68613F-HRTimeline
Greenhouse Wealth Management, LLC23,819$5.72M3.78%+41313F-HRTimeline
Continuum Advisory, LLC23,764$5.71M0.73%+1,75613F-HRTimeline
Bond & Devick Financial Network, Inc.24,004$5.69M2.43%013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC23,585$5.67M0.66%-17613F-HRTimeline
WASHINGTON TRUST Co23,417$5.63M0.2%-40913F-HRTimeline
BIP Wealth, LLC23,120$5.56M0.37%+2,76613F-HRTimeline
American Investment Services, Inc.23,027$5.53M0.98%-22513F-HR/ATimeline
Mill Creek Capital Advisors, LLC22,921$5.51M0.13%+4913F-HRTimeline
Galvin, Gaustad & Stein, LLC22,796$5.48M0.49%-53813F-HRTimeline
Larson Financial Group LLC22,794$5.48M0.28%-1,52513F-HRTimeline
Sagace Wealth Management LLC22,665$5.45M4.08%-2,87113F-HRTimeline
Advisory Services Network, LLC22,450$5.39M0.1%+2,31913F-HRTimeline
WP Advisors, LLC22,218$5.34M1.78%+2,20113F-HRTimeline
ASSET PLANNING CORPORATION22,061$5.3M3.32%-95813F-HRTimeline
Signal Advisors Wealth, LLC22,044$5.3M0.6%+6,89913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK22,037$5.3M0.03%+213F-HRTimelineGroup
SAGE FINANCIAL GROUP INC22,036$5.29M0.43%+72813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,877$5.26M0.01%+48713F-HRTimelineGroup
Index Fund Advisors, Inc.21,792$5.24M0.28%-40513F-HRTimeline
Certified Advisory Corp21,765$5.23M0.57%+57113F-HRTimeline
Cypress Wealth Services, LLC21,719$5.22M1.05%-31513F-HRTimeline
LongView Wealth Management21,715$5.22M1.59%+54413F-HRTimeline
SIMON QUICK ADVISORS, LLC21,568$5.18M0.31%+19513F-HRTimeline
Sigma Planning Corp21,473$5.16M0.16%+77313F-HRTimeline
Savvy Advisors, Inc.21,388$5.14M0.62%+13,13513F-HRTimeline
Waycross Investment Management Co21,272$5.11M5.38%+1,14413F-HRTimeline
Grove Bank & Trust21,264$5.11M0.71%-55313F-HRTimeline
BALANCED WEALTH GROUP LLC20,376$5.09M2.28%+5013F-HRTimeline
Wilson & Boucher Capital Management, LLC21,167$5.09M3.6%+53013F-HRTimeline
Sandy Spring Bank21,119$5.07M0.21%+13013F-HRTimeline
James Reed Financial Services, Inc.21,073$5.06M5.28%13F-HRTimeline
Wilmington Savings Fund Society, FSB20,989$5.04M0.09%+2,32613F-HRTimeline
Waldron Private Wealth LLC20,972$5.04M0.2%+22413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20,971$5.04M0.1%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,921$5.03M0.14%-10713F-HRTimelineGroup
Newton One Investments LLC20,879$5.02M1.93%-7113F-HRTimeline
STAGE HARBOR FINANCIAL, LLC20,731$4.98M4.33%+10613F-HRTimeline
Aptus Capital Advisors, LLC20,685$4.97M0.06%+3,59113F-HRTimeline
Washington Trust Bank20,684$4.97M0.48%+3,27513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Duncan Williams Asset Management, LLC20,421$4.91M1.93%+18,19713F-HRTimeline
Martel Wealth Advisors LLC20,411$4.9M0.96%-85213F-HRTimeline
IFG Advisors, LLC20,301$4.88M0.97%+49313F-HRTimeline
Financial Insights, Inc.20,265$4.87M1.81%+52213F-HRTimeline
Aspire Private Capital, LLC20,255$4.87M1.21%+20513F-HRTimeline
Keystone Financial Group20,231$4.86M0.48%+54513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,108$4.83M0.35%+54413F-HRTimeline
JMAC ENTERPRISES LLC20,048$4.82M0.76%+6113F-HRTimeline
Bay Harbor Wealth Management, LLC20,033$4.81M1.56%-77113F-HRTimeline
Pathway Financial Advisors LLC19,993$4.8M1.11%-29413F-HRTimeline
Salomon & Ludwin, LLC19,959$4.8M0.51%-3913F-HRTimeline
Thrive Wealth Management, LLC19,940$4.79M0.86%-12813F-HRTimeline
Pinion Investment Advisors, LLC19,919$4.79M1.9%+2,15613F-HRTimeline
Financial Futures Ltd Liability Co.19,892$4.78M2.71%-1,14013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.19,879$4.78M0.3%-1,19613F-HRTimelineGroup
One Capital Management, LLC19,748$4.75M0.16%-13713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC19,749$4.75M0.29%+24013F-HRTimeline
Consolidated Portfolio Review Corp19,729$4.74M0.75%+3,99413F-HRTimeline
GenTrust, LLC19,632$4.72M0.21%+3,15613F-HRTimeline
First Heartland Consultants, Inc.19,615$4.71M0.48%+77313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…19,481$4.68M0.16%+53913F-HRTimelineGroup
S.A. Mason LLC19,443$4.67M2.45%+8013F-HRTimeline
Integrated Advisors Network LLC19,441$4.67M0.22%-3,38713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…19,437$4.67M0.79%+5413F-HRTimeline
Claro Advisors Inc.19,420$4.67M0.63%+81513F-HRTimeline
Bernardo Wealth Planning LLC19,555$4.66M1.11%-6,00613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,359$4.65M0.01%new13F-HRTimelineGroup
Magnus Financial Group LLC19,341$4.65M0.45%+77013F-HRTimeline
PFG Advisors19,221$4.62M0.28%-26,84613F-HRTimeline
UNITED BANK19,209$4.62M0.55%-11013F-HRTimeline
Gleason Group, Inc.19,183$4.61M0.81%+12813F-HRTimeline
JMG Financial Group, Ltd.19,150$4.6M0.16%-1,01413F-HRTimeline
Clayton Financial Group LLC19,124$4.6M1.66%+34013F-HRTimeline
Nadler Financial Group, Inc.19,026$4.57M0.48%+78013F-HRTimeline
DAVENPORT & Co LLC19,015$4.57M0.03%+1,23113F-HRTimeline
Peterson Wealth Advisors, LLC18,754$4.57M0.82%+81813F-HRTimeline
Meridian Wealth Management, LLC18,980$4.56M0.22%+1,43213F-HRTimeline
TI-TRUST, INC18,918$4.55M3.04%-11713F-HRTimeline
Pinnacle Financial Group, LLC / IL18,842$4.53M1.77%+1,73013F-HRTimeline
Peak Retirement Planning, Inc.18,836$4.53M3.06%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC18,800$4.52M0.01%new13F-HRTimeline