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
PFW Advisors LLC2,494$599K0.18%13F-HRTimeline
Texas Capital Bank Wealth Management Se…2,482$596K0.06%+5413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,475$595K0.18%+19713F-HRTimeline
Merriman Wealth Management, LLC2,461$591K0.02%-213F-HRTimeline
Advisory Resource Group2,459$591K0.13%+2413F-HRTimeline
NESTEGG ADVISORS, INC.2,356$587K0.59%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,444$587K0.43%13F-HRTimeline
1900 WEALTH MANAGEMENT LLC2,443$587K0.05%+3013F-HRTimeline
Montecito Bank & Trust2,436$585K0.1%-713F-HRTimeline
IMG Wealth Management, Inc.2,433$585K0.54%13F-HRTimeline
Capital Advisors, Ltd. LLC2,431$584K0.07%+213F-HRTimeline
Nikulski Financial, Inc.2,429$584K0.17%-7513F-HRTimeline
Glaxis Capital Management, LLC2,423$582K1.61%+1613F-HRTimeline
Wealth Dimensions Group, Ltd.2,422$582K0.14%+39813F-HRTimeline
First Interstate Bank2,418$581K0.04%+8813F-HRTimeline
GRANDFIELD & DODD, LLC2,404$578K0.04%013F-HRTimeline
Thomasville National Bank2,400$577K0.04%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,400$577K0.24%-2013F-HRTimeline
Advisory Alpha, LLC2,393$575K0.02%-42613F-HRTimeline
NOVEM GROUP2,390$574K0.09%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,385$573K0.13%-7013F-HRTimeline
Main Street Group, LTD2,373$570K0.21%+10813F-HRTimeline
Penobscot Investment Management Company…2,359$567K0.05%+3713F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.2,358$567K0.07%+53913F-HRTimeline
Fortitude Advisory Group L.L.C.2,353$565K0.34%+10813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,353$565K0.26%+1013F-HRTimeline
My Legacy Advisors, LLC2,297$565K0.22%new13F-HRTimeline
Keystone Financial Services2,344$563K0.22%013F-HRTimeline
Pinnacle Bancorp, Inc.2,333$561K0.18%+15013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,333$561K0.04%+6513F-HRTimeline
NWF Advisory Services Inc.2,322$558K0.08%-56213F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,321$558K0.07%+3813F-HRTimeline
Capital Square, LLC2,209$556K0.32%+1,25113F-HRTimeline
Arkadios Wealth Advisors2,316$556K0.03%-33813F-HRTimeline
Atala Financial Inc2,310$555K0.39%13F-HRTimeline
Nilsine Partners, LLC2,306$554K0.06%+1,39813F-HRTimeline
Schneider Downs Wealth Management Advis…2,306$554K0.1%-17913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,305$554K0.17%+113F-HRTimeline
PECAUT & CO.2,297$552K0.19%+2813F-HRTimeline
Elk River Wealth Management LLC2,295$551K0.1%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,293$551K0.12%-13013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,292$551K0.17%-72413F-HRTimeline
Redhawk Wealth Advisors, Inc.2,289$550K0.07%+1,42613F-HRTimeline
LONDON CO OF VIRGINIA2,281$548K<0.01%+95413F-HRTimeline
Delta Financial Group, Inc.2,280$548K0.13%new13F-HRTimeline
Empowered Funds, LLC2,280$548K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,279$548K0.04%-77113F-HRTimelineGroup
ProVise Management Group, LLC2,276$547K0.05%-1413F-HRTimeline
AMARA FINANCIAL, LLC.2,272$546K0.5%+9813F-HRTimeline
Gotham Asset Management, LLC2,264$544K0.01%new13F-HRTimeline
Milestone Investment Advisors LLC2,263$544K0.15%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,275$542K0.12%+1,04613F-HRTimeline
FAS Wealth Partners, Inc.2,254$542K0.05%-22813F-HRTimeline
Allen Capital Group, LLC2,250$541K0.07%-3913F-HRTimeline
Sara-Bay Financial2,239$538K0.2%+35213F-HRTimeline
Kiely Wealth Advisory Group, Inc.2,165$537K0.35%+88513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,208$534K0.07%+2913F-HRTimeline
Coppell Advisory Solutions LLC2,222$534K0.07%-11613F-HRTimeline
Sugarloaf Wealth Management, LLC2,210$531K0.1%013F-HRTimeline
Strategic Financial Services, Inc.2,207$530K0.03%-13013F-HRTimeline
Stonebridge Financial Planning Group, L…2,199$528K0.24%-1913F-HRTimeline
LifeGoal Investments, LLC2,194$527K0.57%13F-HRTimeline
Simplicity Wealth,LLC2,193$527K0.11%+1,27313F-HRTimeline
Gen-Wealth Partners Inc2,192$527K0.23%013F-HRTimeline
Parkworth Wealth Management, Inc.2,191$526K0.44%13F-HRTimeline
OPTIMA CAPITAL LLC2,185$525K0.36%13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,182$524K<0.01%013F-HRTimeline
Aspire Growth Partners LLC2,162$520K0.51%13F-HRTimeline
Peregrine Asset Advisers, Inc.2,161$519K0.19%-26213F-HRTimeline
Physician Wealth Advisors, Inc.2,159$519K0.09%+64413F-HRTimeline
Insight Advisors, LLC/ PA2,156$518K0.09%+7013F-HRTimeline
Christensen, King & Associates Investme…2,117$516K0.24%+113F-HRTimeline
ERn Financial, LLC2,144$515K0.08%-11213F-HRTimeline
Intergy Private Wealth, LLC2,136$513K0.19%+113F-HRTimeline
Farnam Financial LLC2,129$512K0.53%-7013F-HRTimeline
Rede Wealth, LLC2,127$511K0.2%+13913F-HRTimeline
Cassaday & Co Wealth Management LLC2,117$509K0.01%+20313F-HRTimeline
LPWM LLC2,100$505K0.16%013F-HRTimeline
Comprehensive Money Management Services…2,099$504K0.42%13F-HRTimeline
Avidian Wealth Enterprises, LLC2,094$503K0.02%+613F-HRTimeline
Lincoln Capital LLC2,090$502K0.11%+66613F-HRTimeline
Stockman Wealth Management, Inc.2,089$502K0.08%-31913F-HRTimeline
Elios Financial Group Inc.2,080$500K0.24%-9813F-HRTimeline
Olistico Wealth, LLC2,078$499K0.29%+313F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…2,072$498K0.23%-51913F-HRTimeline
Astoria Portfolio Advisors LLC.2,047$496K0.18%new13F-HRTimeline
APPLETON PARTNERS INC/MA2,066$496K0.04%013F-HRTimeline
TrinityPoint Wealth, LLC2,062$495K0.07%+19913F-HRTimeline
Financial & Tax Architects, LLC2,058$495K0.13%+32513F-HRTimeline
Hobbs Group Advisors, LLC2,081$494K0.19%+1,55713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,050$493K0.04%-11913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC2,049$492K0.26%-713F-HRTimeline
Smith Asset Management Co., LLC2,039$490K0.48%13F-HRTimeline
Northwest Quadrant Wealth Management, L…2,031$488K0.11%new13F-HRTimeline
Paragon Capital Management LLC2,024$487K0.26%-8413F-HRTimeline
Granite Harbor Advisors, Inc.2,022$486K0.27%013F-HRTimeline
Advance Capital Management, Inc.2,018$485K0.02%+36013F-HRTimeline
Center For Asset Management LLC2,013$484K0.31%+10713F-HRTimeline
Bell Bank2,001$481K0.04%-41913F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC2,000$481K0.3%+11013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,994$479K0.19%+5713F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI1,990$478K0.03%013F-HRTimeline
Heritage Investment Group, Inc.1,985$477K0.09%013F-HRTimeline
Park Capital Management, LLC / WI1,977$475K0.57%13F-HRTimeline
Midwest Capital Advisors, LLC1,974$474K0.35%13F-HRTimeline
OLD NATIONAL BANCORP /IN/1,974$474K0.01%-3913F-HRTimeline
Ullmann Wealth Partners Group, LLC1,967$473K0.06%013F-HRTimeline
Bogart Wealth, LLC1,965$472K0.02%+2413F-HRTimeline
Kaizen Financial Strategies1,962$471K0.27%+1313F-HRTimeline
THOMPSON DAVIS & CO., INC.1,957$470K0.3%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,955$470K0.04%-12713F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,954$470K0.16%+7913F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC1,952$469K0.21%013F-HRTimeline
Madison Wealth Partners, Inc1,950$469K0.13%+613F-HRTimeline
Melone Private Wealth, LLC1,949$468K0.24%+813F-HRTimeline
Synergy Financial Group, LTD1,948$468K0.39%+2413F-HRTimeline
Equita Financial Network, Inc.1,945$467K0.17%+213F-HRTimeline
Unique Wealth Strategies, LLC1,942$467K0.21%-6213F-HRTimeline
GEM Asset Management, LLC1,939$466K0.26%+713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,939$466K0.08%013F-HRTimeline
Lodestone Wealth Management LLC1,938$466K0.23%+313F-HRTimeline
MEANS INVESTMENT CO., INC.1,936$465K0.05%+413F-HRTimeline
DecisionPoint Financial, LLC1,906$458K0.14%-1513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.1,905$458K0.27%13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.1,903$457K0.91%+7313F-HRTimeline
TrueWealth Advisors, LLC1,902$457K0.15%-10713F-HRTimeline
NTV Asset Management LLC1,900$457K0.06%-1813F-HRTimeline
Obermeyer Wealth Partners1,899$456K0.02%-75713F-HRTimeline
RIK SAYLOR FINANCIAL, INC.1,894$455K0.42%13F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,887$453K0.07%13F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,886$453K0.03%+1013F-HRTimelineGroup
Douglass Winthrop Advisors, LLC1,886$453K0.01%013F-HRTimeline
Andina Capital Management, LLC1,886$453K0.37%new13F-HRTimeline
Aerodigm Wealth, LLC1,883$452K0.27%new13F-HRTimeline
Trexquant Investment LP1,882$452K0.01%+58613F-HRTimeline
Newport Capital Group, LLC1,880$452K0.33%+2113F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC1,871$450K0.42%-16513F-HRTimeline
Shira Ridge Wealth Management1,870$449K0.22%+5713F-HRTimeline
Front Row Advisors LLC1,869$449K0.16%+2413F-HRTimeline
Lifeworks Advisors, LLC1,868$449K0.08%-86813F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.1,861$447K0.19%-613F-HRTimeline
Fortis Capital Management LLC1,859$447K0.08%+33713F-HRTimeline
WealthCare Investment Partners, LLC1,860$446K0.19%-4313F-HRTimeline
Golden Bell Financial Planning LLC1,854$445K0.45%13F-HRTimeline
Park Square Financial Group, LLC1,851$445K0.31%13F-HRTimeline
Vision Capital Management, Inc.1,847$444K0.07%013F-HRTimeline
DAHRING | CUSMANO LLC1,846$444K0.4%13F-HRTimeline
Platform Technology Partners1,846$444K0.13%+3113F-HRTimeline
Horst & Graben Wealth Management LLC1,841$442K0.08%-14113F-HRTimeline
B & T Capital Management DBA Alpha Capi…1,836$441K0.08%new13F-HRTimeline
Gallagher Capital Advisors, LLC1,831$440K0.32%13F-HRTimeline
Trademark Financial Management, LLC1,830$440K0.35%-14013F-HRTimeline
Mascoma Wealth Management LLC1,829$440K0.11%013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,829$439K0.06%+1813F-HRTimeline
Pasadena Private Wealth, LLC1,824$438K0.09%+84513F-HRTimeline
Chemistry Wealth Management LLC1,822$438K0.1%+213F-HRTimeline
UNIONVIEW, LLC1,820$437K0.32%-6313F-HRTimeline
First National Bank of Mount Dora, Trus…1,808$434K0.1%013F-HRTimeline
Total Clarity Wealth Management, Inc.1,807$434K0.14%+18413F-HRTimeline
LifeGuide Financial Advisors, LLC1,806$434K0.19%013F-HRTimeline
Aprio Wealth Management, LLC1,804$433K0.06%-41213F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP1,803$433K0.08%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,803$433K0.04%new13F-HRTimeline
Nautilus Advisors LLC1,800$433K0.34%13F-HRTimeline
Cape Investment Advisory, Inc.1,799$432K0.17%+66513F-HRTimeline
Convergence Financial, LLC1,799$432K0.09%-16013F-HRTimeline
Hibernia Wealth Partners, LLC1,798$432K0.33%-2,97413F-HRTimeline
Transform Wealth, LLC1,795$431K0.02%+44213F-HRTimeline
SPINNAKER TRUST1,794$431K0.03%013F-HRTimeline
Meridian Financial Partners LLC1,792$431K0.23%+4513F-HRTimeline
Sovran Advisors, LLC1,777$431K0.06%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,790$430K0.08%-313F-HRTimeline
Unified Investment Management1,788$430K0.49%13F-HRTimeline
Human Investing LLC1,787$429K0.08%-11413F-HRTimeline
FF Advisors,LLC1,695$429K0.29%013F-HRTimeline
NOVUS ADVISORS, LLC1,785$429K0.43%13F-HRTimeline
Autumn Glory Partners, LLC1,785$429K0.21%-1,78513F-HRTimeline
MIDDLETON & CO INC/MA1,780$428K0.05%013F-HRTimeline
Lord & Richards Wealth Management, LLC1,778$427K0.9%13F-HRTimeline
United Advisor Group, LLC1,777$427K0.08%-9613F-HRTimeline
MainStreet Investment Advisors LLC1,770$425K0.06%013F-HRTimeline
EVOKE WEALTH, LLC1,768$425K0.01%+57013F-HRTimeline
SEVEN MILE ADVISORY1,768$425K0.27%013F-HRTimeline
Missouri Trust & Investment Co1,761$423K0.15%-14413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…1,761$423K0.09%013F-HRTimelineGroup
Destination Wealth Management1,754$421K0.01%-1813F-HRTimeline
RVW Wealth, LLC1,753$421K0.04%+12013F-HRTimeline
Legacy Private Trust Co.1,751$421K0.03%-4513F-HRTimeline
Fort Sheridan Advisors LLC1,750$421K0.06%-9113F-HRTimeline
Pallas Capital Advisors LLC1,742$419K0.02%+1313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,740$418K0.02%-1813F-HRTimeline
Horan Securities, Inc.1,738$418K0.16%+713F-HRTimeline
HBW ADVISORY SERVICES LLC1,733$416K0.04%+1413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,733$416K0.02%013F-HRTimeline
Integrity Wealth Solutions LLC1,730$416K0.23%+20513F-HRTimeline
TruWealth Advisors, LLC1,720$413K0.02%+713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,718$413K<0.01%new13F-HR/ATimelineGroup
Global Financial Private Client, LLC1,717$413K0.15%+713F-HRTimeline
Obsidian Personal Planning Solutions LLC1,647$411K0.2%-1313F-HRTimeline
Bouchey Financial Group, Ltd.1,708$410K0.04%+2413F-HRTimeline