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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
Better Money Decisions, LLC18,793$4.52M3.13%-2,43913F-HRTimeline
Cornerstone Wealth Management, LLC18,765$4.51M0.3%+95413F-HRTimeline
Topel & Distasi Wealth Management, LLC18,630$4.48M1.92%-1113F-HRTimeline
HARBOUR INVESTMENTS, INC.18,604$4.47M0.13%+1,52813F-HRTimeline
MACKENZIE FINANCIAL CORP18,519$4.45M0.01%-92013F-HR/ATimeline
First Bancorp, Inc /ME/18,476$4.44M3.04%+31013F-HRTimeline
Bridgewealth Advisory Group, LLC17,868$4.43M1.25%-2,57213F-HRTimeline
Roble, Belko & Company, Inc18,366$4.41M0.7%-33013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC18,357$4.41M2.83%+80713F-HRTimeline
Prime Capital Investment Advisors, LLC18,054$4.34M0.06%+89513F-HRTimeline
WARNER FINANCIAL, INC17,942$4.31M1.85%+37013F-HRTimeline
Optimist Retirement Group LLC17,911$4.3M2.04%+2513F-HRTimeline
CONNABLE OFFICE INC17,902$4.3M0.45%-1713F-HRTimeline
Keeley-Teton Advisors, LLC17,902$4.3M0.5%-20513F-HRTimeline
Optas, LLC17,871$4.29M0.93%+20413F-HRTimeline
Frazier Financial Advisors, LLC17,719$4.25M3.38%+33713F-HRTimeline
COURIER CAPITAL LLC17,696$4.25M0.29%+2,62813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC17,685$4.25M0.21%013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…17,653$4.24M0.02%+44813F-HRTimelineGroup
RiverGlades Family Offices LLC17,597$4.23M3.02%013F-HRTimeline
AlphaCore Capital LLC17,593$4.23M0.91%new13F-HRTimeline
Allen Mooney & Barnes Investment Adviso…17,507$4.21M0.71%-25113F-HRTimeline
WEALTH ALLIANCE, LLC17,472$4.2M0.5%+39113F-HRTimeline
Chris Bulman Inc17,411$4.18M2.67%-1,30913F-HRTimeline
Checchi Capital Advisers, LLC17,404$4.18M0.31%+2,70213F-HRTimeline
MATHER GROUP, LLC.17,369$4.17M0.05%-6413F-HRTimeline
Financial Freedom, LLC17,314$4.16M2.19%-45113F-HRTimeline
MONECO ADVISORS, LLC17,288$4.15M0.44%-43113F-HR/ATimeline
FLPUTNAM INVESTMENT MANAGEMENT CO17,264$4.15M0.08%+20913F-HRTimeline
Ausdal Financial Partners, Inc.17,228$4.14M0.36%-8813F-HRTimeline
Mystic Asset Management, Inc.17,222$4.14M1.11%-24013F-HRTimeline
MY Wealth Management Inc.17,178$4.13M4.12%-2113F-HRTimeline
Councilor Wealth, LLC17,118$4.11M1.96%+1,31113F-HRTimeline
Lynch Asset Management, Inc.17,085$4.11M1.66%+78513F-HRTimeline
Summit Wealth Partners, LLC17,063$4.1M0.84%-95413F-HRTimeline
Mokosak Advisory Group, LLC17,019$4.09M1.23%-25313F-HRTimeline
Stonebridge Capital Advisors LLC16,999$4.08M0.33%+1,64713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/16,887$4.06M0.01%+13,11413F-HRTimelineGroup
Narus Financial Partners, LLC16,831$4.04M1.37%+1,67813F-HRTimeline
FIRST FINANCIAL CORP /IN/16,795$4.04M1.88%+3,01313F-HRTimeline
Mesirow Financial Investment Management…16,783$4.03M0.08%+5213F-HRTimeline
SBI Securities Co., Ltd.16,754$4.03M0.12%13F-HRTimeline
MAYPORT, LLC16,727$4.02M1.18%-9313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP16,694$4.01M0.37%+1,25513F-HRTimelineGroup
Jacobsen Capital Management16,669$4.01M1.71%+52813F-HRTimeline
BEAM WEALTH ADVISORS, INC.16,481$3.96M1.25%-2113F-HRTimeline
Horizon Family Wealth, Inc.16,462$3.96M2.63%+7,32313F-HRTimeline
PAX Financial Group, LLC16,420$3.95M0.71%-93813F-HRTimeline
RFG Advisory, LLC16,401$3.94M0.11%+1,46113F-HRTimeline
Graypoint LLC16,362$3.93M0.24%+99013F-HRTimeline
WESBANCO BANK INC16,351$3.93M0.13%+3,91113F-HRTimeline
BridgePort Financial Solutions, LLC16,635$3.91M1.77%13F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC16,199$3.89M1.29%+38013F-HRTimeline
FIRST UNITED BANK & TRUST16,107$3.87M1.41%+64313F-HRTimeline
Cornerstone Planning, LLC16,027$3.85M1.47%13F-HRTimeline
Rareview Capital LLC16,234$3.85M2.79%-1,21913F-HRTimeline
First Horizon Advisors, Inc.15,980$3.84M0.11%-47613F-HRTimeline
Sensible Financial Planning & Managemen…15,963$3.84M0.79%+80213F-HRTimeline
Aegis Wealth Management LLC15,897$3.82M2.58%13F-HRTimeline
AE Wealth Management LLC15,856$3.81M0.03%-11,31713F-HRTimeline
Strategic Blueprint, LLC15,843$3.81M0.23%+1,92113F-HRTimeline
RTD Financial Advisors, Inc.15,810$3.8M0.49%+19813F-HRTimeline
Cabot-Wellington, LLC15,800$3.8M1.44%013F-HRTimeline
Kingsview Wealth Management, LLC15,620$3.75M0.07%+1,72213F-HRTimeline
WEST BANCORPORATION INC15,603$3.75M2.46%+2,39713F-HRTimeline
Frank, Rimerman Advisors LLC15,567$3.74M0.27%+2,09013F-HRTimeline
Americana Partners, LLC15,535$3.73M0.15%-21,49113F-HRTimeline
Regal Investment Advisors LLC15,501$3.72M0.28%-2,65813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…15,459$3.71M0.12%-1,02613F-HRTimelineGroup
Grandview Asset Management LLC15,407$3.7M1.36%new13F-HRTimeline
Pinnacle Financial Partners Inc15,407$3.69M0.07%+1,39213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,261$3.67M0.12%+49313F-HRTimeline
CWS Financial Advisors, LLC15,171$3.65M1.18%+1,34313F-HRTimeline
Mosaic Advisors LLC15,148$3.64M4.28%-4413F-HRTimeline
Bison Wealth, LLC15,142$3.64M0.45%13F-HRTimeline
Farther Finance Advisors, LLC14,985$3.6M0.13%+2,55613F-HRTimeline
MGO ONE SEVEN LLC14,896$3.58M0.14%+52613F-HRTimeline
Stephens Consulting, LLC14,857$3.57M0.9%-3613F-HRTimeline
Ironwood Investment Counsel, LLC14,649$3.52M0.6%-73613F-HRTimeline
Carr Financial Group Corp14,649$3.52M1.11%+3,88713F-HRTimeline
IEQ CAPITAL, LLC14,568$3.5M0.03%-38913F-HRTimeline
Sepio Capital, LP14,564$3.5M0.28%-21113F-HRTimeline
Lane & Associates LLC14,015$3.5M1.81%-61913F-HRTimeline
HBC Financial Services, PLLC14,544$3.49M2.14%-13013F-HRTimeline
Valeo Financial Advisors, LLC14,527$3.49M0.1%+1,53013F-HRTimeline
Kathleen S. Wright Associates Inc.14,523$3.49M1.45%+58913F-HRTimeline
Petix & Botte Co14,502$3.48M0.92%-3113F-HRTimeline
Main Street Financial Solutions, LLC14,499$3.48M0.34%-99813F-HRTimeline
Greenwich Wealth Management LLC14,489$3.48M0.25%+9013F-HRTimeline
Yoffe Investment Management, LLC14,458$3.47M5.16%13F-HR/ATimeline
Financial Advocates Investment Manageme…14,428$3.47M0.2%+3,24613F-HRTimeline
Taylor & Morgan Wealth Management, LLC14,382$3.46M2.43%-9713F-HRTimeline
Glass Jacobson Investment Advisors llc14,296$3.44M1.13%-46713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PARAGON CAPITAL MANAGEMENT INC14,239$3.42M2.68%+1,09413F-HRTimeline
Great Point Wealth Advisors, LLC14,231$3.42M0.75%+3913F-HRTimeline
Lindbrook Capital, LLC14,161$3.4M0.31%-1,33813F-HRTimeline
Valtinson Bruner Financial Planning LLC14,131$3.4M1.19%-17713F-HRTimeline
SYNOVUS FINANCIAL CORP14,106$3.39M0.04%-13,34013F-HRTimeline
Grange Capital, LLC14,103$3.39M3.55%13F-HRTimeline
Meridian Financial Advisors, LLC14,047$3.38M2.33%-3013F-HRTimeline
waypoint wealth counsel14,022$3.37M2.2%+5813F-HRTimeline
One Day In July LLC14,002$3.36M0.35%-14413F-HRTimeline
Dakota Wealth Management13,990$3.36M0.08%-27313F-HRTimeline
Beacon Bridge Wealth Partners, LLC13,981$3.36M1.43%-12213F-HRTimeline
Minot DeBlois Advisors LLC13,901$3.34M3.05%13F-HRTimeline
Rathbones Group PLC13,868$3.33M0.02%+10,81013F-HRTimeline
Old North State Wealth Management, LLC13,834$3.33M1.87%-12513F-HRTimeline
MYCIO WEALTH PARTNERS, LLC13,843$3.33M0.8%+4713F-HRTimeline
West Financial Advisors, LLC13,707$3.29M0.64%+8113F-HRTimeline
KFA Private Wealth Group, LLC13,679$3.29M1.38%+8213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC13,660$3.28M0.19%-13713F-HRTimeline
Roth Financial Partners LLC13,650$3.28M1.31%-6613F-HRTimeline
General Partner, Inc.13,559$3.26M1.96%+5913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC13,557$3.26M0.87%+8413F-HRTimeline
Acorn Wealth Advisors, LLC13,546$3.25M1.34%+33213F-HRTimeline
CW Advisors, LLC13,517$3.25M0.04%+1,40213F-HRTimeline
AdvisorNet Financial, Inc13,516$3.25M0.27%+90213F-HRTimeline
GREAT LAKES ADVISORS, LLC13,499$3.24M0.03%+7813F-HRTimeline
Accredited Investors Inc.13,494$3.24M0.19%+1513F-HRTimeline
CWA Asset Management Group, LLC13,407$3.22M0.16%+1,87113F-HRTimeline
Bragg Financial Advisors, Inc13,402$3.22M0.13%-22613F-HRTimeline
Heritage Trust Co13,382$3.22M0.38%13F-HRTimeline
Parker Financial LLC13,015$3.21M1.58%-3,44713F-HRTimeline
Objective Capital Management, LLC13,329$3.2M2.14%-74813F-HRTimeline
Northstar Financial Companies, Inc.13,292$3.19M3.02%13F-HRTimeline
SOL Capital Management CO13,193$3.17M0.35%+16513F-HRTimeline
Gradient Capital Advisors, LLC13,163$3.16M1.02%-61013F-HRTimeline
DIVERSIFIED TRUST CO13,055$3.14M0.08%+95313F-HRTimeline
Watts Gwilliam & Co., LLC12,960$3.13M0.66%-10813F-HRTimeline
Columbia River Financial Group, LLC13,044$3.13M2.15%13F-HRTimeline
PCA Investment Advisory Services Inc.13,033$3.13M1.45%-14913F-HRTimeline
Brand Asset Management Group, Inc.12,967$3.12M1.27%+32413F-HRTimeline
Welch & Forbes LLC12,899$3.1M0.04%+1113F-HRTimeline
Fort Point Capital Partners LLC12,876$3.09M0.35%+3,74913F-HRTimeline
Verum Partners LLC12,870$3.09M0.89%+4413F-HRTimeline
Columbia Asset Management12,694$3.05M0.58%+27213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,654$3.04M0.35%-12,80313F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC12,555$3.02M1.79%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,556$3.01M0.28%-6,11413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …12,500$3M0.05%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC12,498$3M0.24%-46613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC12,496$3M0.22%+3,00713F-HRTimeline
Ariston Services Group12,476$3M2.6%+1,07413F-HRTimeline
Alesco Advisors, LLC, An ESL Co12,437$2.99M0.09%+6013F-HRTimeline
SYKON CAPITAL LLC12,398$2.98M1.03%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO12,393$2.98M<0.01%+70513F-HRTimelineGroup
Factor Wealth Management LTD12,384$2.98M0.99%13F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC12,370$2.97M0.14%-1213F-HRTimeline
GFS Advisors, LLC12,360$2.97M0.45%new13F-HRTimeline
SOA Wealth Advisors, LLC.12,336$2.96M0.55%-11113F-HR/ATimeline
PARSONS CAPITAL MANAGEMENT INC/RI12,326$2.96M0.16%+14313F-HRTimeline
Mittelman Wealth Management12,306$2.96M2.75%-4,14813F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC12,286$2.95M1.52%-1,43313F-HRTimeline
REAP Financial Group, LLC12,271$2.95M0.73%+10113F-HRTimeline
Wade Financial Advisory, Inc12,245$2.94M1%-63613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,241$2.94M0.73%+28313F-HRTimelineGroup
Octavia Wealth Advisors, LLC12,216$2.94M0.36%+13313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd12,197$2.93M0.06%new13F-HRTimelineGroup
Gibson Wealth Advisors LLC12,136$2.92M2.41%+32913F-HRTimeline
Marble Harbor Investment Counsel, LLC12,102$2.91M0.32%+3713F-HRTimeline
REBALANCE, LLC12,082$2.9M0.22%-4713F-HRTimeline
BRIGHTON JONES LLC11,978$2.88M0.08%+3,20013F-HR/ATimeline
Joseph P. Lucia & Associates, LLC11,922$2.86M1.27%+94313F-HRTimeline
D'Orazio & Associates, Inc.11,891$2.86M0.42%-1,43313F-HRTimeline
Investment Research & Advisory Group, I…11,843$2.85M1.18%-1,13313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp11,821$2.84M0.01%013F-HRTimelineGroup
Coordinated Financial Services, Inc.11,801$2.84M2.21%13F-HRTimeline
Tortoise Investment Management, LLC11,798$2.83M0.3%+4613F-HR/ATimeline
KELLEHER FINANCIAL ADVISORS11,760$2.83M1.07%+1,24613F-HRTimeline
ANDERSON HOAGLAND & CO11,329$2.82M0.29%-2,65613F-HRTimeline
BARRETT & COMPANY, INC.11,666$2.8M1.18%-18313F-HRTimeline
SMITH, MOORE & CO.11,662$2.8M0.26%-51813F-HRTimeline
New England Private Wealth Advisors LLC11,635$2.8M0.44%+2,45513F-HRTimeline
N.E.W. Advisory Services LLC11,612$2.79M0.26%+42913F-HRTimeline
Cordant, Inc.11,526$2.77M1.46%-6813F-HRTimeline
Procyon Advisors, LLC11,440$2.75M0.18%+29513F-HRTimeline
Gainplan LLC11,420$2.74M1.04%-5413F-HRTimeline
Monument Group Wealth Advisors, LLC11,420$2.74M1.94%-32413F-HRTimeline
Dunhill Financial, LLC11,394$2.74M1.27%-21,02313F-HRTimeline
SkyOak Wealth, LLC11,355$2.73M0.58%+13713F-HRTimeline
Cranbrook Wealth Management, LLC11,307$2.72M0.63%+21913F-HRTimeline
Family Capital Management, Inc.11,232$2.7M1.63%+79913F-HRTimeline
Dorsey & Whitney Trust CO LLC11,162$2.68M0.15%-26113F-HRTimeline
Scott & Selber, Inc.11,148$2.68M0.81%new13F-HRTimeline
Wells Financial Advisors INC11,145$2.68M3.65%-1,39113F-HRTimeline
TFC Financial Management, Inc.11,119$2.67M0.42%-13113F-HRTimeline
Hummer Financial Advisory Services Inc11,047$2.65M2.1%013F-HRTimeline
Michelson Medical Research Foundation, …11,010$2.65M2.22%-7,90013F-HRTimeline
Radnor Capital Management, LLC11,007$2.65M0.44%-5,91113F-HRTimeline
JFS WEALTH ADVISORS, LLC10,984$2.64M0.18%+113F-HRTimeline
Klingman & Associates, LLC10,979$2.64M0.16%-9313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,936$2.63M0.39%-14013F-HRTimeline
Life Planning Partners, Inc10,880$2.61M2.42%-8113F-HR/ATimeline
IHT Wealth Management, LLC10,879$2.61M0.08%-6,49313F-HRTimeline
Investment Advisory Group, LLC10,827$2.6M0.87%+1,15813F-HRTimeline
SFM, LLC10,810$2.6M1.83%+2213F-HRTimeline
Strategic Family Wealth Counselors, L.L…10,802$2.6M0.85%+72213F-HRTimeline
Tanager Wealth Management LLP10,798$2.59M0.34%-11913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,776$2.59M0.01%+87713F-HRTimelineGroup
Simmons Bankin group Simmons Bank10,757$2.58M0.19%-19913F-HRTimelineGroup