Skip to content
Disclosery

VB VANGUARD INDEX FDS

Follow

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
Carlson Capital Management3,905$938K0.04%+18513F-HRTimeline
Fiduciary Alliance LLC3,903$938K0.09%+29213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,896$936K0.05%+10013F-HRTimeline
Kovack Advisors, Inc.3,890$935K0.09%+50513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,865$929K0.41%+40013F-HRTimeline
SignalPoint Asset Management, LLC3,851$925K0.23%-37113F-HRTimeline
Grant/GrossMendelsohn, LLC3,847$924K0.48%+82713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,843$923K0.01%+1413F-HRTimeline
Mustard Seed Financial, LLC3,831$920K0.75%+26813F-HRTimeline
Landmark Wealth Management, LLC3,822$918K0.41%-813F-HRTimeline
FC Advisory LLC3,819$918K0.31%-7713F-HRTimeline
Geometric Wealth Advisors3,818$917K0.17%+30013F-HRTimeline
Kuhn & Co Investment Counsel3,813$916K0.78%-3913F-HRTimeline
Freedom Investment Management, Inc.3,806$915K0.08%+51613F-HRTimeline
Luminist Capital LLC3,804$914K1.59%13F-HRTimeline
Bordeaux Wealth Advisors LLC3,792$911K0.15%-14813F-HR/ATimeline
LIBRA WEALTH LLC3,787$910K0.35%013F-HRTimeline
Discipline Wealth Solutions, LLC3,770$906K0.42%-28713F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,752$901K0.34%13F-HRTimeline
Truepoint, Inc.3,724$895K0.02%-2413F-HRTimeline
Sound View Wealth Advisors Group, LLC3,715$893K0.07%-42213F-HRTimeline
DMKC Advisory Services, LLC3,714$892K0.81%13F-HRTimeline
JT Stratford LLC3,685$889K0.15%+6413F-HRTimeline
Eagle Bluffs Wealth Management LLC3,685$885K0.48%+2213F-HRTimeline
M3 Advisory Group, LLC3,684$885K0.63%+37913F-HRTimeline
MorganRosel Wealth Management, LLC3,670$882K0.29%+25213F-HRTimeline
Waterford Advisors, LLC3,665$881K0.45%-13213F-HRTimeline
GEN Financial Management, INC.3,649$877K0.57%13F-HRTimeline
Southland Equity Partners LLC3,648$876K0.2%+913F-HRTimeline
Clark Wealth Partners3,645$876K0.68%13F-HRTimeline
LifePlan Investment Advisors, Inc.3,619$870K0.54%+25213F-HRTimeline
Winthrop Capital Management, LLC3,616$868K0.23%013F-HRTimeline
V2 Financial group LLC3,604$866K0.53%-2213F-HRTimeline
Lionshead Wealth Management, LLC3,600$865K0.63%13F-HRTimeline
Silver Oak Advisory Group, Inc.3,604$865K0.46%+313F-HRTimeline
MONTAG & CALDWELL, LLC3,598$865K0.18%-4013F-HRTimeline
Lutz Financial Services LLC3,592$863K0.07%013F-HRTimeline
Cohen Investment Advisors LLC3,588$862K0.52%+21413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/3,585$861K0.05%+84013F-HRTimeline
Exchange Capital Management, Inc.3,574$859K0.14%-35313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT3,573$859K0.05%-7113F-HRTimeline
REDW Wealth LLC3,573$859K0.3%+35513F-HRTimeline
180 WEALTH ADVISORS, LLC3,550$853K0.13%+19513F-HRTimeline
EARNEST PARTNERS LLC3,548$853K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,530$848K<0.01%+47613F-HRTimelineGroup
Werba Rubin Papier Wealth Management3,526$847K0.2%+213F-HRTimeline
Quadcap Wealth Management, LLC3,510$844K0.12%-78813F-HRTimeline
Safeguard Financial, LLC3,507$843K0.18%-2713F-HRTimeline
Bedel Financial Consulting, Inc.3,354$841K0.12%+64613F-HRTimeline
BEARING POINT CAPITAL, LLC3,497$840K0.18%13F-HRTimeline
Secure Asset Management, LLC3,492$839K0.13%+3413F-HRTimeline
DiNuzzo Private Wealth, Inc.3,864$839K0.11%-1,22813F-HRTimeline
HUB Investment Partners, LLC3,483$837K0.04%+73013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,480$836K0.02%+57813F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC3,478$836K0.22%13F-HRTimeline
TRUST POINT INC.3,475$835K0.06%013F-HRTimeline
NorthStar Asset Management LLC /NJ/3,466$833K0.53%+6413F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,452$829K0.05%+35513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,448$828K0.12%new13F-HR/ATimeline
Vise Technologies, Inc.3,446$828K0.07%+1,64513F-HRTimeline
Mission Creek Capital Partners, Inc.3,437$826K0.18%+57613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,428$824K0.1%-6013F-HRTimeline
Rodgers & Associates, LTD3,426$823K0.1%013F-HRTimeline
North Star Investment Management Corp.3,419$822K0.06%+1813F-HRTimeline
SAPIENT CAPITAL LLC3,413$820K0.02%+54513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC3,411$820K0.11%-1,11013F-HRTimeline
Segment Wealth Management, LLC3,406$818K0.06%+1213F-HRTimeline
Marks Group Wealth Management, Inc3,404$818K0.08%+813F-HRTimeline
Bangor Savings Bank3,388$814K0.08%-3113F-HRTimeline
PLANNING DIRECTIONS INC3,377$811K0.47%-22213F-HRTimeline
Mayflower Financial Advisors, LLC3,375$811K0.12%-25313F-HRTimeline
Charter Oak Capital Management, LLC3,374$811K0.08%+6013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,373$810K0.15%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC3,358$807K0.22%-10413F-HRTimeline
Verdence Capital Advisors LLC3,347$804K0.06%+1,59213F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…3,345$804K0.22%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,341$803K0.05%-48713F-HRTimeline
Schechter Investment Advisors, LLC3,336$802K0.06%+83113F-HRTimeline
Bank of New Hampshire3,331$800K0.21%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA3,323$798K0.2%-14013F-HRTimeline
SHAYNE & JACOBS, LLC3,320$798K0.21%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,315$797K0.07%-32713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC3,314$796K0.03%013F-HRTimeline
Golden State Wealth Management, LLC3,311$796K0.12%13F-HRTimeline
Graney & King, LLC3,310$795K0.6%13F-HRTimeline
Sterling Wealth Advisors Inc3,308$795K0.62%13F-HRTimeline
F/m Investments LLC3,305$794K0.03%+16313F-HRTimeline
Arista Wealth Management, LLC3,297$792K0.19%-1813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,282$789K0.01%+50613F-HRTimelineGroup
Birchcreek Wealth Management, LLC3,282$789K0.5%+13313F-HRTimeline
Advyzon Investment Management, LLC3,257$783K0.3%13F-HRTimeline
ARK & TLK INVESTMENTS, LLC3,247$780K0.27%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC3,243$779K0.44%+5013F-HRTimeline
Waterloo Capital, L.P.3,241$779K0.08%-86513F-HRTimeline
Bath Savings Trust Co3,238$778K0.08%+16613F-HRTimeline
Flywheel Private Wealth LLC3,230$776K0.71%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,221$774K<0.01%new13F-HRTimelineGroup
Post Resch Tallon Group Inc.3,217$772K0.74%13F-HRTimeline
Moss Adams Wealth Advisors LLC3,203$770K0.08%new13F-HRTimeline
Zions Bancorporation, N.A.3,195$768K0.05%013F-HRTimeline
EWA, LLC3,188$766K0.29%+26513F-HRTimeline
WealthShield Partners, LLC3,174$763K0.11%-7613F-HRTimeline
Cannon Wealth Management Services, LLC3,091$762K0.66%+58813F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK3,166$761K0.02%new13F-HRTimelineGroup
West Coast Financial LLC3,157$759K0.08%013F-HRTimeline
Apexium Financial, LP3,154$758K0.05%+35013F-HRTimeline
Alteri Wealth LLC3,150$757K0.21%13F-HRTimeline
Aspen Grove Capital, LLC3,141$755K0.16%+21913F-HRTimeline
BAKER BOYER NATIONAL BANK3,133$753K0.26%-813F-HRTimeline
Estate Counselors, LLC3,130$752K0.08%+1,85013F-HRTimeline
Willis Johnson & Associates, Inc.3,110$747K0.06%+2013F-HRTimeline
Trevian Wealth Management LLC3,103$746K0.55%+313F-HRTimeline
Plante Moran Financial Advisors, LLC3,080$740K0.06%+1,46313F-HRTimeline
Northstar Group, Inc.3,073$739K0.12%+513F-HRTimeline
MJP ASSOCIATES INC /ADV3,071$738K0.13%+3313F-HRTimeline
Glassman Wealth Services3,046$732K0.12%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC3,036$730K0.11%-2,57913F-HRTimeline
Marathon Strategic Advisors, LLC3,035$729K0.79%-4613F-HRTimeline
PKS Advisory Services, LLC3,033$729K0.18%13F-HRTimeline
Pines Wealth Management, LLC3,061$729K0.32%13F-HRTimeline
IFG Advisory, LLC3,027$727K0.04%new13F-HRTimeline
Sound Financial Strategies Group, LLC3,013$724K0.6%-27213F-HRTimeline
Passive Capital Management, LLC.3,012$724K0.25%+1,00013F-HRTimeline
Evernest Financial Advisors, LLC3,008$723K0.19%013F-HRTimeline
Pacific Point Advisors, LLC2,908$723K0.44%13F-HRTimeline
Pachira Investments Inc.3,007$722K0.44%-513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC3,003$722K0.13%+213F-HRTimeline
Operose Advisors LLC2,994$719K0.25%013F-HRTimeline
Astra Wealth Partners LLC2,979$716K0.68%13F-HRTimeline
Family CFO Inc2,974$715K0.39%+11813F-HRTimeline
Farmers National Bank2,972$714K0.21%13F-HRTimeline
Denver PWM, LLC2,971$714K0.28%-2113F-HRTimeline
J2 Capital Management Inc2,950$709K0.67%13F-HRTimeline
Linscomb Wealth, Inc.2,937$706K0.04%+313F-HRTimeline
GDS Wealth Management2,917$701K0.06%-3713F-HRTimeline
Canvas Wealth Advisors, LLC2,915$700K0.18%+1,76613F-HRTimeline
Fisher Asset Management, LLC2,901$697K<0.01%+1,46713F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,890$694K0.2%-13613F-HRTimeline
Fairscale Capital, LLC2,865$688K0.59%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,864$688K0.13%-9913F-HRTimeline
Wescott Financial Advisory Group, LLC2,856$686K0.07%-40213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.2,849$685K0.07%-3513F-HRTimeline
Team Hewins, LLC2,846$684K0.27%-913F-HR/ATimeline
Olde Wealth Management, LLC2,837$681K0.24%-813F-HRTimeline
Venturi Wealth Management, LLC2,806$674K0.03%+2313F-HRTimeline
Francis Financial, Inc.2,795$672K0.17%-26213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,784$669K0.02%013F-HRTimelineGroup
UMB Bank, n.a.2,779$668K0.01%-1,23113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atwater Malick LLC2,775$667K0.22%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2,774$667K0.66%13F-HRTimeline
Cambridge Financial Group, LLC2,745$660K0.28%+14413F-HRTimeline
CHARTIST INC /CA/2,745$660K0.34%-7313F-HRTimeline
Cannell & Spears LLC2,744$659K0.01%+40813F-HRTimeline
Trek Financial, LLC2,743$659K0.05%+1,31613F-HRTimeline
Fingerlakes Wealth Management, Inc.2,743$659K0.53%-213F-HRTimeline
HHM Wealth Advisors, LLC2,725$655K0.09%013F-HRTimeline
Hutchens & Kramer Investment Management…2,712$652K0.35%-2513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,700$649K<0.01%+2,00013F-HRTimelineGroup
OBSIDIAN CIO, LLC2,700$649K0.12%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,699$649K0.04%+17713F-HRTimeline
BBR PARTNERS, LLC2,697$648K0.05%+413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC2,695$648K0.22%+313F-HRTimeline
My Personal CFO, LLC2,689$646K0.33%+1213F-HRTimeline
MBL Wealth, LLC2,675$643K0.06%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,670$641K0.16%-29513F-HRTimelineGroup
Accel Wealth Management2,666$640K0.24%+13013F-HRTimeline
NIA IMPACT ADVISORS, LLC2,660$639K0.21%013F-HRTimeline
Resurgent Financial Advisors LLC2,660$639K0.38%new13F-HRTimeline
CHAPIN DAVIS, INC.2,688$638K0.21%013F-HRTimeline
Moser Wealth Advisors, LLC2,643$635K0.33%+2913F-HRTimeline
Avalon Trust Co2,637$634K0.05%-8013F-HRTimeline
Eagle Strategies LLC2,637$634K0.11%-8,08513F-HRTimeline
Tumwater Wealth Management, LLC2,635$633K0.33%13F-HRTimeline
Wingate Wealth Advisors, Inc.2,632$632K0.62%13F-HRTimeline
AllSquare Wealth Management LLC2,630$632K0.36%+23113F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,872$632K0.21%-61113F-HRTimeline
CENTAURUS FINANCIAL, INC.2,624$631K0.04%+5513F-HRTimeline
Riverpoint Wealth Management Holdings, …2,626$631K0.16%+1713F-HRTimeline
Mascagni Wealth Management, Inc.2,845$631K0.63%13F-HR/ATimeline
ADAPT WEALTH ADVISORS, LLC2,625$631K0.31%-58013F-HRTimeline
RETIREMENT GUYS FORMULA LLC2,625$631K0.32%+1,19313F-HRTimeline
Plancorp, LLC2,615$628K0.03%+39013F-HRTimeline
First County Bank /CT/2,607$626K0.35%+31113F-HRTimeline
Litman Gregory Wealth Management LLC2,593$623K0.05%013F-HRTimeline
Willow Creek Wealth Management Inc.2,586$621K0.06%013F-HRTimeline
Asset Allocation & Management Company, …2,585$621K0.34%-95013F-HRTimeline
MAS Advisors LLC2,575$619K1.04%-28213F-HRTimeline
McCollum Christoferson Group LLC2,573$618K0.18%+23513F-HRTimeline
New Century Financial Group, LLC2,538$618K0.26%-1,04013F-HRTimeline
Transcendent Capital Group LLC2,561$615K0.32%+613F-HRTimeline
Armbruster Capital Management, Inc.2,545$612K0.12%+413F-HRTimeline
Quadrant Private Wealth Management, LLC2,536$609K0.15%+52913F-HRTimeline
Outlook Wealth Advisors, LLC2,536$609K0.17%+1413F-HRTimeline
Hill Investment Group Partners, LLC2,529$608K0.08%+1,23613F-HRTimeline
Arete Wealth Advisors, LLC2,523$607K0.04%+1,29013F-HRTimeline
Birch Hill Investment Advisors LLC2,521$606K0.03%-413F-HRTimeline
McGuire Investment Group, LLC2,516$605K0.09%-1,76013F-HRTimeline
Etesian Wealth Advisors, Inc.2,510$603K0.27%-25913F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,501$601K0.08%-57213F-HRTimeline
SEARLE & CO.2,500$601K0.17%013F-HRTimeline