Skip to content
Disclosery

VB VANGUARD INDEX FDS

Follow

SHS (fund)

2,152 managers (2,171 13F filers) reported a position in VB shares at 2025-06-30, 159,818,542 shares in all. 110 filers opened a position and 102 filers sold out during the quarter.

Managers
2,152
13F filers
2,171
New
110
Added
885
Reduced
822
Sold out
102
Shares held by filers
159,818,542

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
Trivium Point Advisory, LLC6,170$1.46M0.16%-8,04313F-HRTimeline
USAdvisors Wealth Management, LLC6,153$1.46M0.54%+4313F-HRTimeline
Santori & Peters, Inc.6,154$1.46M0.53%-513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC6,119$1.45M1.15%-17713F-HRTimeline
Beaumont Financial Advisors, LLC6,102$1.45M0.1%+3,10513F-HRTimeline
Wisconsin Wealth Advisors, LLC6,099$1.45M1.66%+25413F-HRTimeline
New Covenant Trust Company, N.A.6,074$1.44M1.29%-36913F-HRTimeline
Westover Capital Advisors, LLC6,054$1.43M0.29%-2213F-HRTimeline
Discipline Wealth Solutions, LLC6,040$1.43M0.55%+2,47213F-HRTimeline
Madden Advisory Services, Inc.6,028$1.43M0.61%+12113F-HRTimeline
Ironwood Financial, llc6,441$1.43M0.31%013F-HRTimeline
Custos Family Office, LLC6,023$1.43M0.46%-70413F-HRTimeline
S&T Bank/PA5,999$1.42M0.43%013F-HRTimeline
Berkeley Capital Partners, LLC5,990$1.42M0.36%-3413F-HRTimeline
Tranquility Partners, LLC5,987$1.42M0.51%+28613F-HRTimeline
Dogwood Wealth Management LLC5,864$1.42M0.69%-6813F-HRTimeline
RETIREMENT GUYS FORMULA LLC6,153$1.41M0.54%-7613F-HRTimeline
Clear Creek Financial Management, LLC5,962$1.41M0.13%-29313F-HRTimeline
Grange Capital, LLC5,951$1.41M1.47%-7,61113F-HRTimeline
Schrum Private Wealth Management LLC5,938$1.41M1.13%+4313F-HRTimeline
Kendall Capital Management5,910$1.4M0.37%-14413F-HRTimeline
Secure Asset Management, LLC5,897$1.4M0.26%+3,08213F-HRTimeline
Cascade Financial Partners, LLC5,894$1.4M0.17%+19313F-HRTimeline
GW&K Investment Management, LLC5,860$1.39M0.01%-2,30313F-HRTimeline
Rockwood Wealth Management, LLC5,840$1.38M0.12%-14313F-HRTimeline
BBR PARTNERS, LLC5,819$1.38M0.09%+3,10913F-HRTimeline
GREENLEAF TRUST5,815$1.38M0.01%-17213F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …5,809$1.38M0.08%-67413F-HRTimelineGroup
Harbor Group, Inc.5,791$1.37M0.24%-13713F-HRTimeline
Trinity Financial Advisors LLC5,769$1.37M0.42%-89413F-HRTimeline
Cornerstone Wealth Group, LLC5,784$1.37M0.1%-9413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV5,847$1.37M0.65%-1,32913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,774$1.37M0.05%+1813F-HRTimeline
Cornerstone Wealth Advisors, Inc.5,769$1.37M0.35%+17713F-HRTimeline
KCM INVESTMENT ADVISORS LLC5,767$1.37M0.05%+71813F-HRTimeline
LAM GROUP, INC.5,705$1.35M0.9%013F-HRTimeline
Founders Financial Alliance, LLC5,692$1.35M0.31%-17013F-HRTimeline
2UniFi Bank5,680$1.35M0.76%+1,85813F-HRTimeline
NorthCrest Asset Manangement, LLC5,508$1.34M0.04%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,650$1.34M0.1%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD5,645$1.34M0.69%+33513F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC5,620$1.33M0.46%+69413F-HRTimeline
DBK Financial Counsel, LLC5,597$1.33M1.2%-11013F-HRTimeline
Federation des caisses Desjardins du Qu…5,592$1.33M0.01%-2,01213F-HRTimeline
CHB Investment Group, LLC5,584$1.32M0.67%-14713F-HRTimeline
Carnegie Investment Counsel5,569$1.32M0.03%+32613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,559$1.32M0.05%-5,37113F-HRTimelineGroup
XML Financial, LLC5,558$1.32M0.11%+69013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,524$1.31M0.08%+76313F-HRTimelineGroup
Brio Consultants, LLC5,503$1.3M0.19%-6,22413F-HRTimeline
AMARA FINANCIAL, LLC.5,502$1.3M1.15%+3,22213F-HRTimeline
Independence Bank of Kentucky5,499$1.3M0.18%-19413F-HRTimeline
Carl P. Sherr & Co., LLC5,496$1.3M0.66%-1,48513F-HRTimeline
Western Wealth Management, LLC5,485$1.3M0.08%+34213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC5,454$1.29M0.8%+5613F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,432$1.29M0.08%+7013F-HRTimeline
TOWNSQUARE CAPITAL LLC5,428$1.29M0.13%-88,75613F-HRTimeline
BEARING POINT CAPITAL, LLC5,414$1.28M0.24%+2,10313F-HRTimeline
Grove Street Fiduciary, LLC5,409$1.28M0.62%-20313F-HRTimeline
WORLD EQUITY GROUP, INC.5,389$1.28M0.35%+1,24213F-HRTimeline
Strategic Investment Solutions, Inc. /IL5,386$1.28M0.39%+1,19713F-HRTimeline
SC&H Financial Advisors, Inc.5,383$1.28M0.22%013F-HRTimeline
King Wealth Management Group5,381$1.27M0.17%-2213F-HRTimeline
D'Orazio & Associates, Inc.5,371$1.27M0.18%-5,42313F-HRTimeline
Global Strategic Investment Solutions, …5,368$1.27M0.14%-7413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,363$1.27M0.15%+1,16513F-HRTimeline
Strategic Financial Concepts, LLC5,358$1.27M0.18%-4,72613F-HRTimeline
LifePlan Investment Advisors, Inc.5,357$1.27M0.63%+1,24213F-HRTimeline
Freedom Financial Partners LLC5,351$1.27M0.53%-2913F-HRTimeline
Gibson Capital, LLC5,338$1.27M0.25%-47113F-HRTimeline
ADVOCATE GROUP LLC5,309$1.26M0.22%+21713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,294$1.25M0.37%+7513F-HRTimeline
Upper Left Wealth Management, LLC5,282$1.25M0.84%-62513F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,272$1.25M0.04%-12013F-HRTimeline
O'ROURKE & COMPANY, Inc5,269$1.25M0.58%-14313F-HRTimeline
Fund Evaluation Group, LLC5,264$1.25M0.05%new13F-HRTimeline
Bond & Devick Financial Network, Inc.5,261$1.25M0.41%+11813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,229$1.24M0.06%+6813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,053$1.24M0.4%+1613F-HRTimeline
FIDELIS iM, LLC5,200$1.23M0.55%013F-HRTimeline
Proficio Capital Partners LLC5,198$1.23M0.08%-43913F-HRTimeline
Oak Wealth Advisors LLC5,194$1.23M0.79%-17913F-HRTimeline
UPTICK PARTNERS, LLC5,189$1.23M0.35%+52613F-HRTimeline
Laird Norton Wetherby Wealth Management…5,186$1.23M0.05%13F-HRTimeline
TFG Advisers LLC5,178$1.23M0.42%-23013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,174$1.23M0.19%-4,04713F-HRTimeline
Everhart Financial Group, Inc.5,155$1.22M0.14%+8713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp5,152$1.22M<0.01%-5,33713F-HRTimelineGroup
MorganRosel Wealth Management, LLC5,146$1.22M0.33%+56613F-HRTimeline
MA Private Wealth5,135$1.22M0.22%-3,12713F-HRTimeline
Arrowroot Family Office, LLC5,135$1.22M0.55%13F-HRTimeline
180 WEALTH ADVISORS, LLC5,124$1.21M0.17%+39613F-HRTimeline
Marshall Financial Group, LLC5,041$1.21M0.24%-58413F-HRTimeline
BRIGHTON SECURITIES CORP.5,109$1.21M0.66%new13F-HRTimeline
CAPITAL CITY TRUST CO/FL5,105$1.21M0.31%+23113F-HRTimeline
CPA Asset Management Group, LLC5,094$1.21M0.51%013F-HRTimeline
TME FINANCIAL, INC.5,069$1.2M0.97%+24113F-HRTimeline
Wells Trecaso Financial Group, LLC5,036$1.19M0.37%+75313F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…5,026$1.19M0.87%-34813F-HRTimelineGroup
SwitchPoint Financial Planning, LLC5,006$1.19M0.97%013F-HRTimeline
Freedom Investment Management, Inc.5,002$1.19M0.09%+19213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4,965$1.18M0.8%+2,00513F-HRTimeline
Stillwater Capital Advisors, LLC4,996$1.18M0.15%+1513F-HRTimeline
Strategic Financial Partners, Ltd.4,993$1.18M0.55%+1513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,983$1.18M<0.01%+38913F-HRTimelineGroup
National Philanthropic Trust4,953$1.17M0.02%-14513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,943$1.17M0.08%-24613F-HRTimeline
Luminist Capital LLC4,875$1.17M1.16%+75013F-HRTimeline
PRIVATE TRUST CO NA4,911$1.16M0.11%+52013F-HRTimeline
Nabity-Jensen Investment Management Inc4,902$1.16M0.86%-6013F-HRTimeline
MONEYWISE, INC.4,899$1.16M0.54%-8,16513F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC4,897$1.16M1.11%-49413F-HRTimeline
Meridian Wealth Partners, LLC4,858$1.15M0.17%-22013F-HRTimeline
FORTE CAPITAL LLC /ADV4,852$1.15M0.12%-55813F-HRTimeline
DELTA FINANCIAL ADVISORS LLC4,829$1.14M0.4%-4013F-HRTimeline
Medallion Wealth Advisors, LLC4,800$1.14M0.44%-2913F-HRTimeline
Hiley Hunt Wealth Management4,747$1.14M0.58%+813F-HRTimeline
Coastline Trust Co4,805$1.14M0.13%-75813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VICUS CAPITAL4,795$1.14M0.09%-19613F-HRTimeline
Mustard Seed Financial, LLC4,789$1.13M0.82%+47413F-HRTimeline
DAGCO, INC.4,787$1.13M0.32%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,772$1.13M<0.01%-77513F-HRTimelineGroup
BEACON FINANCIAL GROUP4,766$1.13M0.12%-46713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC4,762$1.13M0.43%-30513F-HRTimeline
DMKC Advisory Services, LLC4,630$1.13M0.59%+84413F-HRTimeline
Maia Wealth LLC4,759$1.13M0.21%-16113F-HRTimeline
PARK NATIONAL CORP /OH/4,730$1.12M0.04%-17513F-HRTimeline
Cooper Financial Group4,699$1.11M0.13%-10013F-HRTimeline
Plante Moran Financial Advisors, LLC4,678$1.11M0.08%+1,60013F-HRTimeline
Probity Advisors, Inc.4,668$1.11M0.19%-313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,664$1.11M0.15%+2,48113F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC4,627$1.1M0.12%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT4,622$1.1M0.41%-3813F-HRTimeline
Oxbow Advisors, LLC4,606$1.09M0.12%+12213F-HRTimeline
BSW Wealth Partners4,597$1.09M0.15%-92413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,574$1.08M0.18%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.4,569$1.08M0.29%-1313F-HRTimeline
Pines Wealth Management, LLC4,434$1.08M0.38%+25213F-HRTimeline
Choate Investment Advisors4,547$1.08M0.02%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…4,527$1.07M0.34%+68113F-HRTimeline
PECAUT & CO.4,506$1.07M0.35%+2,14113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,492$1.06M+535Timeline
Sunbeam Capital Management, LLC4,472$1.06M0.81%013F-HRTimeline
Ranch Capital Advisors Inc.4,457$1.06M0.46%+9313F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.4,459$1.06M3.26%013F-HRTimeline
Lord & Richards Wealth Management, LLC4,432$1.05M1.1%+67213F-HRTimeline
Somerset Group LLC4,422$1.05M0.89%-4313F-HRTimeline
Foundations Investment Advisors, LLC4,413$1.05M0.02%-96013F-HRTimeline
Financial Advisors Network, Inc.4,408$1.04M0.16%+33413F-HRTimeline
Sachetta, LLC4,348$1.03M0.41%+1513F-HRTimeline
Asset Allocation & Management Company, …4,345$1.03M0.48%-96513F-HRTimeline
LexAurum Advisors, LLC4,314$1.02M0.16%-65013F-HRTimeline
Bridgewater Advisors Inc.4,167$1.02M0.08%-13213F-HRTimeline
Bank of Marin4,300$1.02M0.77%new13F-HRTimeline
Caitlin John, LLC4,282$1.01M0.92%-16613F-HRTimeline
Laurel Wealth Planning LLC4,257$1.01M0.57%-5313F-HRTimeline
Millington Financial Advisors, LLC4,062$1M0.51%-1,15313F-HRTimeline
Biltmore Family Office, LLC4,226$1M0.17%013F-HRTimeline
Armbruster Capital Management, Inc.4,239$1M0.18%+55813F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,220$1M0.09%013F-HRTimeline
Verus Financial Partners, Inc.4,098$998K0.1%-5713F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK4,200$995K0.54%013F-HRTimeline
Diversified Portfolios, Inc.4,191$993K0.09%-52613F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,179$990K0.07%+1,49313F-HRTimeline
Graney & King, LLC4,178$990K0.66%+1,23713F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC4,158$985K0.56%+2,10313F-HRTimeline
Willow Creek Wealth Management Inc.4,149$983K0.09%+1,21813F-HRTimeline
TABR Capital Management, LLC4,145$982K0.84%+21013F-HRTimeline
HUB Investment Partners, LLC4,130$979K0.03%+67013F-HRTimeline
Cohen Investment Advisors LLC4,125$978K0.51%+19213F-HRTimeline
1ST SOURCE BANK4,112$974K0.05%-213F-HRTimeline
Disciplined Investments, LLC4,100$972K0.41%-3213F-HRTimeline
Riverview Trust Co4,097$971K1.21%013F-HRTimeline
Landmark Wealth Management, LLC4,051$960K0.41%+22113F-HRTimeline
Kuhn & Co Investment Counsel4,043$958K0.72%+34813F-HRTimeline
Charter Oak Capital Management, LLC4,033$956K0.08%+33813F-HRTimeline
M3 Advisory Group, LLC4,020$953K0.66%+18013F-HRTimeline
Essex LLC4,017$952K0.19%+2,83213F-HRTimeline
Hibernia Wealth Partners, LLC4,015$951K0.35%+2,06313F-HRTimeline
Quadrant Private Wealth Management, LLC4,001$951K0.2%+1,72613F-HRTimeline
River Wealth Advisors LLC4,013$951K0.12%+3513F-HRTimeline
LEE DANNER & BASS INC4,006$949K0.07%-2513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,989$948K0.08%-12513F-HRTimeline
High Net Worth Advisory Group LLC3,987$945K0.25%-2,00413F-HRTimeline
McLean Asset Management Corp3,906$944K0.25%+713F-HRTimeline
Operose Advisors LLC3,967$940K0.27%-1,39213F-HRTimeline
ACAS, LLC3,755$939K0.63%-4013F-HRTimeline
Willis Johnson & Associates, Inc.3,957$938K0.06%+1,00913F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA3,948$936K0.23%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA3,948$936K1.92%013F-HRTimeline
Heck Capital Advisors, LLC3,940$935K0.08%+2,77013F-HRTimeline
Amplius Wealth Advisors, LLC3,944$935K0.09%+99313F-HRTimeline
Claris Financial LLC3,943$934K0.7%-53213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,936$933K0.01%+12013F-HRTimeline
Bedel Financial Consulting, Inc.3,933$932K0.13%-74713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,921$929K0.28%-16113F-HRTimeline
Independent Advisor Alliance3,919$929K0.03%+2,21113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,906$926K0.01%-34,27213F-HRTimeline
Conservest Capital Advisors, Inc.3,898$924K0.09%-6713F-HRTimeline
North Star Investment Management Corp.3,883$920K0.06%+25013F-HRTimeline