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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
Opulen Financial Group LLC6,351$1.53M1.39%13F-HRTimeline
Cassady Schiller Wealth Management, LLC6,350$1.53M0.56%-34913F-HRTimeline
Allegheny Financial Group6,315$1.52M0.39%+93813F-HRTimeline
Wellspring Financial Advisors, LLC6,311$1.52M0.16%+113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC6,302$1.51M0.3%+1713F-HRTimeline
OFC FINANCIAL PLANNING, LLC6,293$1.51M1.59%13F-HRTimeline
Sanctuary Wealth Management, L.L.C.6,289$1.51M1%+2,76413F-HRTimeline
Clear Creek Financial Management, LLC6,268$1.51M0.16%+1813F-HRTimeline
USAdvisors Wealth Management, LLC6,264$1.5M0.49%-17813F-HRTimeline
Edge Financial Advisors LLC6,233$1.5M1.34%-913F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding6,212$1.49MnewTimeline
Bell Investment Advisors, Inc6,192$1.49M0.28%+23213F-HRTimeline
CIBC WORLD MARKET INC.6,185$1.49M<0.01%+55813F-HRTimeline
Refined Wealth Management6,182$1.49M1.13%-2413F-HRTimeline
Seven Springs Wealth Group, LLC6,171$1.48M0.55%013F-HRTimeline
Westover Capital Advisors, LLC6,127$1.47M0.32%-6,21313F-HRTimeline
SIMPLEX TRADING, LLC6,122$1.47M0.04%new13F-HRTimeline
Caitlin John, LLC6,085$1.46M0.99%-32613F-HRTimeline
FORTE CAPITAL LLC /ADV6,083$1.46M0.16%-1,07113F-HRTimeline
CHB Investment Group, LLC6,050$1.45M0.79%-49913F-HRTimeline
Gray Private Wealth, LLC6,043$1.45M0.87%+313F-HRTimeline
Global Strategic Investment Solutions, …6,026$1.45M0.17%-16013F-HRTimeline
Kendall Capital Management6,025$1.45M0.42%013F-HRTimeline
FIRST AMERICAN BANK6,009$1.44M0.1%+34113F-HRTimeline
S&T Bank/PA5,999$1.44M0.46%013F-HRTimeline
Cornerstone Wealth Group, LLC5,977$1.44M0.12%+28813F-HRTimeline
Sightline Wealth Advisors, LLC5,973$1.44M0.77%-28613F-HRTimeline
Madden Advisory Services, Inc.5,967$1.43M0.67%-3413F-HRTimeline
Berkeley Capital Partners, LLC5,948$1.43M0.4%+7913F-HRTimeline
Root Financial Partners, LLC5,946$1.43M0.18%+1,16913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC5,935$1.43M0.06%+21513F-HRTimeline
Keel Point, LLC5,935$1.43M0.11%+40713F-HRTimeline
Dogwood Wealth Management LLC5,932$1.43M0.75%013F-HRTimeline
Schrum Private Wealth Management LLC5,862$1.41M1.19%-3,60013F-HRTimeline
Independence Bank of Kentucky5,858$1.41M0.22%+59513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC5,827$1.4M1.15%+29313F-HRTimeline
GREENLEAF TRUST5,805$1.39M0.01%+6413F-HRTimeline
DBK Financial Counsel, LLC5,782$1.39M1.4%-4713F-HRTimeline
Gibson Capital, LLC5,771$1.39M0.28%013F-HRTimeline
Cascade Financial Partners, LLC5,770$1.39M0.18%-913F-HRTimeline
Vantage Financial Partners, LLC5,767$1.39M0.35%-87813F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,755$1.38M0.05%+213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,753$1.38M0.59%+41513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD5,738$1.38M0.84%+2513F-HRTimeline
Freedom Financial Partners LLC5,721$1.37M0.66%13F-HRTimeline
LAM GROUP, INC.5,705$1.37M0.98%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,680$1.36M0.73%-2,32613F-HRTimeline
Meridian Wealth Partners, LLC5,662$1.36M0.21%-8213F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,658$1.36M0.13%+3513F-HRTimeline
ETF Portfolio Partners, Inc.5,652$1.36M0.41%-1,76713F-HRTimeline
Wisconsin Wealth Advisors, LLC5,641$1.36M2%13F-HRTimeline
Modern Wealth Management, LLC5,617$1.35M0.05%+4,19213F-HR/ATimeline
Proficio Capital Partners LLC5,615$1.35M0.11%+13813F-HR/ATimeline
Grove Street Fiduciary, LLC5,612$1.35M0.71%13F-HRTimeline
Cornerstone Wealth Advisors, Inc.5,577$1.34M0.37%-23113F-HRTimeline
Clarity Capital Advisors, LLC5,571$1.34M0.9%+2,97913F-HRTimeline
Parkside Financial Bank & Trust5,564$1.34M0.18%-11213F-HRTimeline
Coastline Trust Co5,563$1.34M0.16%+1613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Patriot Financial Group Insurance Agenc…5,550$1.33M0.18%+39913F-HRTimeline
NorthCrest Asset Manangement, LLC5,550$1.33M0.04%new13F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,547$1.33M<0.01%-1,34013F-HR/ATimelineGroup
Adero Partners, LLC5,544$1.33M0.09%-10413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.5,533$1.33M0.11%+98113F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,525$1.33M0.09%-4413F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC5,510$1.32M0.88%-2413F-HRTimeline
Tranquility Partners, LLC5,439$1.32M0.5%+13713F-HRTimeline
Capital Investment Advisors, LLC5,480$1.32M0.03%+55713F-HRTimeline
Quantinno Capital Management LP5,479$1.32M0.01%+1,00013F-HRTimeline
Nabity-Jensen Investment Management Inc5,457$1.31M0.99%+19113F-HRTimeline
Carnegie Investment Counsel5,439$1.31M0.04%+32513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,434$1.31M0.11%+113F-HRTimeline
Belpointe Asset Management LLC5,575$1.3M0.08%-90513F-HRTimeline
TFG Advisers LLC5,410$1.3M0.47%+9713F-HRTimeline
King Wealth Management Group5,403$1.3M0.19%new13F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC5,397$1.3M<0.01%new13F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC5,392$1.3M0.07%-42013F-HR/ATimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,386$1.29M0.5%-84613F-HRTimeline
SC&H Financial Advisors, Inc.5,376$1.29M0.27%013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC5,362$1.29M0.47%-213F-HRTimeline
REGATTA CAPITAL GROUP, LLC5,317$1.28M0.25%+1,52013F-HRTimeline
Blue Trust, Inc.5,313$1.28M0.02%-1,71913F-HR/ATimeline
FLAGSHIP WEALTH ADVISORS, LLC5,294$1.27M0.75%13F-HRTimeline
Addison Capital Co5,293$1.27M0.51%+1,10513F-HRTimeline
Western Wealth Management, LLC5,271$1.27M0.08%-35413F-HR/ATimeline
Maia Wealth LLC5,067$1.26M0.27%+63913F-HRTimeline
FIDELIS iM, LLC5,200$1.25M0.61%013F-HRTimeline
O'ROURKE & COMPANY, Inc5,192$1.25M0.61%+17413F-HRTimeline
Heritage Wealth Management, Inc.5,189$1.25M0.41%+13113F-HRTimeline
LexAurum Advisors, LLC5,165$1.24M0.25%+3,86313F-HRTimeline
PATRON PARTNERS, LLC5,141$1.24M0.67%+64213F-HRTimeline
First Business Financial Services, Inc.5,129$1.23M0.12%013F-HRTimeline
Choate Investment Advisors5,121$1.23M0.03%013F-HRTimeline
National Philanthropic Trust5,114$1.23M0.02%+1613F-HRTimeline
DELTA FINANCIAL ADVISORS LLC5,111$1.23M0.46%+20613F-HRTimeline
CPA Asset Management Group, LLC5,094$1.22M0.57%013F-HRTimeline
Gryphon Financial Partners LLC5,091$1.22M0.18%-33013F-HRTimeline
Strategic Financial Partners, Ltd.5,075$1.22M0.62%+12913F-HRTimeline
Founders Financial Alliance, LLC5,063$1.22M0.33%-5313F-HRTimeline
Laird Norton Wetherby Wealth Management…5,060$1.22M0.06%+313F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,046$1.21M0.08%013F-HRTimeline
Revisor Wealth Management LLC5,038$1.21M1.12%-53813F-HRTimeline
DAGCO, INC.5,035$1.21M0.4%-67413F-HRTimeline
MONEYWISE, INC.5,008$1.2M0.6%-20113F-HRTimeline
SwitchPoint Financial Planning, LLC5,006$1.2M1.15%13F-HRTimeline
PARK NATIONAL CORP /OH/5,005$1.2M0.04%+11613F-HRTimeline
Elser Financial Planning, Inc5,003$1.2M0.09%013F-HRTimeline
Family Firm, Inc.4,987$1.2M0.27%-22713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,984$1.2M<0.01%-21,00413F-HRTimelineGroup
Ranch Capital Advisors Inc.4,952$1.19M0.56%+113F-HRTimeline
BSW Wealth Partners4,945$1.19M0.17%+80613F-HRTimeline
Fortitude Family Office, LLC4,940$1.19M0.42%-26913F-HRTimeline
Journey Advisory Group, LLC5,425$1.18M0.14%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC4,922$1.18M0.17%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,918$1.18M0.04%+3813F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC4,905$1.18M0.46%+3213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,900$1.18M0.07%+47313F-HRTimelineGroup
Round Rock Advisors LLC4,876$1.17M0.24%+77513F-HRTimeline
Rockwood Wealth Management, LLC4,862$1.17M0.13%-63513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,854$1.17M-292Timeline
Probity Advisors, Inc.4,841$1.16M0.22%-68413F-HRTimeline
ADVOCATE GROUP LLC4,837$1.16M0.22%+28513F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,834$1.16M0.07%-7113F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA4,803$1.15M2.93%13F-HRTimeline
Cascade Wealth Advisors, Inc4,781$1.15M0.78%-42613F-HRTimeline
Everhart Financial Group, Inc.4,778$1.15M0.24%+26413F-HRTimeline
Fairway Wealth LLC4,761$1.14M0.52%+32013F-HRTimeline
UPTICK PARTNERS, LLC4,747$1.14M0.41%-68313F-HRTimeline
CAPITAL CITY TRUST CO/FL4,725$1.14M0.28%+92913F-HRTimeline
VISTA INVESTMENT MANAGEMENT4,656$1.12M0.42%-14213F-HRTimeline
PRIVATE TRUST CO NA4,646$1.12M0.11%+97413F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.4,642$1.12M0.33%+55013F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC4,627$1.11M0.16%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC4,590$1.1M0.67%13F-HRTimeline
Retirement Planning Group, LLC4,575$1.1M0.06%+413F-HRTimeline
Medallion Wealth Advisors, LLC4,760$1.1M0.54%13F-HRTimeline
Somerset Group LLC4,565$1.1M1%-19213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,555$1.09M0.07%+2,72713F-HRTimelineGroup
Stillwater Capital Advisors, LLC4,543$1.09M0.14%-42513F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK4,527$1.09M0.61%013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC4,493$1.08M0.5%13F-HRTimeline
Oxbow Advisors, LLC4,484$1.08M0.13%-16613F-HRTimeline
WMS Partners, LLC4,480$1.08M0.06%-1,02813F-HRTimeline
Claris Financial LLC4,475$1.08M0.71%13F-HRTimeline
ELEVATUS WELATH MANAGEMENT4,462$1.07M0.37%-36713F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.4,459$1.07M5.37%-19413F-HRTimeline
Sunbeam Capital Management, LLC4,456$1.07M0.99%13F-HR/ATimeline
Hirtle & Co., LLC4,417$1.06M0.04%-1,79913F-HRTimeline
Foundations Investment Advisors, LLC4,411$1.06M0.02%+52513F-HRTimeline
Laurel Wealth Planning LLC4,406$1.06M0.68%-28113F-HRTimeline
Elyxium Wealth, LLC4,385$1.05M0.64%+87513F-HRTimeline
NorthLanding Financial Partners, LLC4,384$1.05M1.06%+9013F-HRTimeline
Diversified Portfolios, Inc.4,366$1.05M0.11%+1113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4,327$1.04M0.73%-1,70113F-HRTimeline
Cooper Financial Group4,313$1.04M0.12%+42413F-HRTimeline
Bank of Marin4,300$1.03M0.82%013F-HRTimeline
Beaumont Financial Advisors, LLC4,297$1.03M0.08%+26213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,282$1.03M0.1%+213F-HRTimeline
TABR Capital Management, LLC4,279$1.03M0.9%13F-HRTimeline
Sachetta, LLC4,271$1.03M0.41%-813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,260$1.02M0.1%-11913F-HRTimeline
Verus Financial Partners, Inc.4,293$1.02M0.11%-15513F-HRTimeline
Asset Dedication, LLC4,241$1.02M0.08%-10,03513F-HRTimeline
Forefront Analytics, LLC4,238$1.02M0.47%-21213F-HRTimeline
Biltmore Family Office, LLC4,226$1.02M0.17%013F-HRTimeline
Oak Wealth Advisors LLC4,213$1.01M0.78%13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,212$1.01M0.45%+1,70113F-HRTimeline
Financial Advisors Network, Inc.4,189$1.01M0.17%13F-HRTimeline
Innovative Wealth Building LLC4,163$1M0.9%13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …4,152$998K0.06%013F-HRTimelineGroup
ACAS, LLC3,979$997K0.74%-46913F-HRTimeline
Disciplined Investments, LLC4,144$996K0.49%+413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,138$994K0.01%new13F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,128$992K0.12%+11713F-HRTimeline
1ST SOURCE BANK4,114$989K0.06%013F-HRTimeline
High Net Worth Advisory Group LLC4,103$987K0.28%+61713F-HRTimeline
Riverview Trust Co4,097$984K0.9%-16813F-HRTimeline
Luminvest Wealth Management LLC4,086$982K0.4%+313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV4,078$980K0.32%-1713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC4,074$979K0.44%13F-HRTimeline
Wells Trecaso Financial Group, LLC4,068$977K0.32%+513F-HRTimeline
TME FINANCIAL, INC.4,106$974K0.91%13F-HRTimeline
LEE DANNER & BASS INC4,031$968K0.08%+113F-HRTimeline
McLean Asset Management Corp4,028$968K0.29%-4,69913F-HRTimeline
Cahill Wealth Management, LLC4,026$967K0.49%-713F-HRTimeline
2UniFi Bank4,024$967K0.64%13F-HRTimeline
Northeast Financial Consultants Inc4,019$966K0.04%+1,14613F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.4,009$963K0.6%+2,03013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…3,998$961K0.33%+3113F-HRTimeline
River Wealth Advisors LLC3,992$959K0.13%-913F-HRTimeline
John W. Brooker & Co., CPAs3,972$954K0.41%-12113F-HRTimeline
L.K. Benson & Company, P.C.3,958$951K0.67%13F-HRTimeline
Conservest Capital Advisors, Inc.3,956$950K0.1%+2313F-HRTimeline
American Money Management, LLC3,954$950K0.19%-30913F-HRTimeline
SFG Wealth Management, LLC.3,953$950K0.5%-6113F-HRTimeline
Traynor Capital Management, Inc.3,942$947K0.07%-17113F-HRTimeline
Level Financial Advisors3,942$947K0.35%+1,20413F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC3,939$946K0.03%013F-HRTimeline
XML Financial, LLC3,928$944K0.09%+54713F-HRTimeline
FreeGulliver LLC3,918$941K0.49%+3513F-HRTimeline
Balanced Rock Investment Advisors LLC3,918$941K0.74%-15713F-HRTimeline