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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
HM PAYSON & CO1,707$410K0.01%+18013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,705$410K0.07%013F-HRTimeline
Confluence Wealth Services, Inc.1,618$408K0.03%-1013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,695$407K0.04%013F-HRTimeline
WULFF, HANSEN & CO.1,690$406K0.38%+5013F-HRTimeline
Per Stirling Capital Management, LLC.1,689$406K0.06%-21613F-HRTimeline
IAG Wealth Partners, LLC1,681$404K0.07%-7613F-HRTimeline
Alta Wealth Advisors LLC1,678$403K0.18%-2313F-HRTimeline
Antonelli Financial Advisors, LLC1,677$403K0.34%13F-HRTimeline
GHP Investment Advisors, Inc.1,670$401K0.02%-713F-HRTimeline
Comprehensive Financial Planning, Inc./…1,660$399K0.34%13F-HRTimeline
Sterling Investment Counsel, LLC1,649$396K0.26%new13F-HRTimeline
Weitzel Financial Services, Inc.1,632$396K0.19%-3713F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,643$395K0.3%+713F-HRTimeline
Clearstead Trust, LLC1,640$394K0.09%+913F-HRTimeline
HBK Sorce Advisory LLC1,640$394K0.01%-17113F-HRTimeline
Interchange Capital Partners, LLC1,637$393K0.14%-10813F-HRTimeline
Bakala Capital LLC1,634$393K2.36%+1113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Altiora Financial Group, LLC1,631$392K0.09%013F-HRTimeline
Pacific Sage Partners, LLC1,629$391K0.09%013F-HRTimeline
Pillar Financial Advisors, LLC1,629$391K0.3%13F-HRTimeline
KITCHING PARTNERS, LLC1,628$391K0.5%+1113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …1,618$389K0.01%013F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC1,617$388K0.28%13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,611$387K0.15%-813F-HRTimeline
Axos Invest Inc.1,607$386K0.28%+1613F-HRTimeline
Coastwise Capital Group, LLC1,602$385K0.31%013F-HRTimeline
Caldwell Trust Co1,600$384K0.04%-5013F-HRTimeline
Good Life Advisors, LLC1,595$383K0.03%-1,25813F-HRTimeline
WealthTrust Axiom LLC1,590$382K0.11%013F-HRTimeline
River Street Advisors LLC1,580$380K0.19%013F-HRTimeline
Capital Investment Advisory Services, L…1,578$379K0.04%+10113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,576$379K0.05%13F-HRTimeline
TruNorth Capital Management, LLC1,576$379K0.1%-713F-HRTimeline
Elmwood Wealth Management, Inc.1,572$378K0.15%-11313F-HRTimeline
Donor Advised Charitable Giving, Inc.1,571$377K0.01%013F-HRTimeline
Madison Park Capital Advisors, LLC1,563$376K0.3%-11613F-HRTimeline
Sequent Planning LLC1,558$374K0.14%013F-HRTimeline
JGP Wealth Management, LLC1,556$374K0.05%+2913F-HRTimeline
Morling Financial Advisors, LLC1,555$374K0.13%013F-HRTimeline
Warther Private Wealth, LLC1,551$373K0.13%013F-HRTimeline
EagleClaw Capital Managment, LLC1,550$372K0.06%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC1,549$372K0.21%+20413F-HRTimeline
Shepherd Financial Partners LLC1,548$372K0.04%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,547$372K0.07%+8513F-HRTimeline
AMERIFLEX GROUP, INC.1,485$371K0.17%13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,543$371K0.32%+3613F-HRTimeline
Key Financial Inc1,528$367K0.08%+9713F-HRTimeline
Apriem Advisors1,525$366K0.04%+42213F-HRTimeline
Eagle Bay Advisors LLC1,520$365K0.23%-6413F-HRTimeline
Hardin Capital Partners, LLC1,519$365K0.22%-313F-HRTimeline
TAP Consulting, LLC1,519$365K0.07%+913F-HRTimeline
Keener Financial Planning LLC1,515$364K0.21%-3613F-HRTimeline
Invst, LLC1,514$364K0.04%+21113F-HRTimeline
DF DENT & CO INC1,510$363K<0.01%013F-HRTimeline
Synergy Investment Management, LLC1,505$361K0.16%13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,504$361K0.06%-713F-HRTimeline
DecisionMap Wealth Management, LLC1,503$361K0.29%13F-HRTimeline
Maple Capital Management, Inc.1,503$361K0.03%013F-HRTimeline
Forum Private Client Group LLC1,501$361K0.16%-1413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,500$360K0.04%-39413F-HRTimelineGroup
CFS Investment Advisory Services, LLC1,499$360K0.03%+9913F-HRTimeline
GK Wealth Management LLC1,488$358K0.45%13F-HRTimeline
David Wealth Management LLC1,482$356K0.29%13F-HRTimeline
Clarius Group, LLC1,482$356K0.02%013F-HRTimeline
Hoxton Planning & Management, LLC1,478$355K0.14%new13F-HRTimeline
Clare Market Investments LLC1,476$355K0.08%+21113F-HRTimeline
Westmount Partners, LLC1,476$355K0.11%-15913F-HRTimeline
Curi Capital, LLC1,474$354K0.01%+13113F-HRTimeline
LJI Wealth Management, LLC1,469$353K0.07%013F-HRTimeline
Cedar Point Capital Partners, LLC1,469$353K0.24%-7013F-HRTimeline
Windward Private Wealth Management Inc.1,456$350K0.14%-12013F-HRTimeline
L. Roy Papp & Associates, LLP1,456$350K0.04%+113F-HRTimeline
Benchmark Financial Wealth Advisors, LLC1,455$350K0.11%+54313F-HRTimeline
SteelPeak Wealth, LLC1,453$349K0.01%new13F-HRTimeline
NorthRock Partners, LLC1,449$348K0.01%+913F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…1,441$346K0.02%-13013F-HRTimeline
CVA Family Office, LLC1,433$344K0.05%013F-HRTimeline
Busey Bank1,432$344K0.01%-5113F-HRTimeline
Elm3 Financial Group, LLC1,432$344K0.29%13F-HRTimeline
Strategic Equity Management1,431$344K0.14%-1213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,426$343K0.02%+12313F-HRTimeline
Detalus Advisors, LLC1,424$342K0.11%+4713F-HRTimeline
FIRST COMMUNITY TRUST NA1,422$342K0.24%+413F-HRTimeline
Drake & Associates, LLC1,369$339K0.1%+4913F-HRTimeline
Oak Harvest Investment Services1,403$337K0.05%-4113F-HRTimeline
Stonebridge Financial Group, LLC1,400$336K0.04%13F-HRTimeline
Austin Private Wealth, LLC1,399$336K0.03%+12713F-HRTimeline
Nova R Wealth, Inc.1,397$336K0.17%-1813F-HRTimeline
Alliance Wealth Advisors, LLC1,396$335K0.19%013F-HRTimeline
ZynergyRetirementPlanningLLC1,412$335K0.24%013F-HRTimeline
Tiller Private Wealth, Inc.1,385$333K0.14%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,385$333K0.25%+3313F-HRTimeline
ORG Partners LLC1,384$332K0.05%+12213F-HRTimeline
WNY Asset Management, LLC1,383$332K0.04%+11713F-HRTimeline
Allodium Investment Consultants, LLC1,382$332K0.28%13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC1,382$332K0.01%-5413F-HRTimeline
Archer Investment Corp1,380$331K0.09%-1613F-HRTimeline
Opal Wealth Advisors, LLC1,377$331K0.1%+8613F-HRTimeline
Clifford Group, LLC1,374$330K0.25%013F-HRTimeline
Balentine LLC1,364$328K0.01%-4613F-HRTimeline
Fairvoy Private Wealth, LLC1,363$328K0.09%13F-HRTimeline
CRUX WEALTH ADVISORS1,362$327K0.18%13F-HRTimeline
Total Wealth Planning, LLC1,360$327K0.05%+1913F-HRTimeline
Millington Financial Advisors, LLC1,323$326K0.19%+12013F-HRTimeline
Keebeck Wealth Management1,357$326K0.05%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT1,355$326K0.04%013F-HRTimeline
KWMG, LLC1,354$325K0.03%-1213F-HRTimeline
Disciplined Investors, L.L.C.1,356$325K0.31%13F-HRTimeline
Advisor Resource Council1,352$325K0.23%-2,25313F-HRTimeline
Avantax Planning Partners, Inc.1,352$325K0.01%-3113F-HRTimeline
BLALOCK WILLIAMS, LLC1,351$325K0.38%13F-HRTimeline
CLARK ESTATES INC/NY1,350$324K0.06%013F-HRTimeline
Keystone Financial Services, LLC1,347$324K0.3%13F-HRTimeline
Amplius Wealth Advisors, LLC1,342$322K0.03%+36413F-HRTimeline
Flower City Capital1,341$322K0.2%-5013F-HRTimeline
Beacon Capital Management, LLC1,333$320K0.04%-17113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC1,331$320K0.04%new13F-HRTimeline
CERTUITY, LLC1,330$320K0.03%-913F-HRTimeline
WMG Financial Advisors, LLC1,329$319K0.14%+5613F-HRTimeline
J. W. Coons Advisors, LLC1,327$319K0.08%-81313F-HRTimeline
NIXON PEABODY TRUST CO1,327$319K0.03%new13F-HRTimeline
Vantage Point Financial LLC1,326$319K0.17%13F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,321$317K0.04%-2,44613F-HRTimeline
Financial Harvest, LLC1,318$317K0.27%13F-HRTimeline
SilverOak Wealth Management LLC1,318$317K0.07%+9113F-HRTimeline
HANCOCK WHITNEY CORP1,314$316K0.01%013F-HRTimeline
Family Office Research LLC1,313$316K0.14%13F-HRTimeline
Resonant Capital Advisors, LLC1,302$313K0.02%013F-HRTimeline
DRAVO BAY LLC1,299$312K0.15%+34413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,298$312K0.03%013F-HRTimelineGroup
OLIO Financial Planning1,297$312K0.11%-70713F-HRTimeline
Wills Financial Group, Inc.1,296$311K0.13%013F-HRTimeline
Traction Financial Partners, LLC1,296$311K0.24%+14013F-HRTimeline
Cornerstone Advisory, LLC1,253$311K0.04%+313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,293$311K0.26%+2513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,291$310K0.04%-2013F-HRTimeline
Tempus Wealth Planning, LLC1,288$310K0.09%-3013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,285$309K0.35%13F-HRTimeline
Covenant Asset Management, LLC1,285$309K0.07%-2413F-HRTimeline
FARMERS TRUST CO1,284$309K0.06%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,278$307K0.04%013F-HRTimeline
Foundation Wealth Management, LLC\PA1,277$307K0.15%13F-HRTimeline
Smith Thornton Advisors LLC1,276$307K0.19%013F-HRTimeline
Valley Financial Group, Inc.1,274$306K0.21%+613F-HRTimeline
Selective Wealth Management, Inc.1,260$305K0.12%-24213F-HRTimeline
Herold Advisors, Inc.1,270$305K0.07%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,263$303K0.02%013F-HRTimeline
Essex LLC1,263$303K0.06%-67613F-HRTimeline
Sheaff Brock Investment Advisors, LLC1,259$303K0.03%+37613F-HRTimeline
PITCAIRN COin group PITCAIRN CO1,257$302K0.02%013F-HRTimelineGroup
Transce3nd, LLC1,256$302K0.1%13F-HRTimeline
KWB Wealth1,267$301K0.04%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,205$300K<0.01%013F-HRTimeline
Callan Family Office, LLC1,247$300K0.02%-19013F-HRTimeline
SJS Investment Consulting Inc.1,239$298K0.05%013F-HRTimeline
Finward Bancorp1,238$297K0.26%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…1,183$296K0.11%013F-HRTimeline
TPG Advisors LLC1,230$296K0.23%+4513F-HRTimeline
Partnership Wealth Management, LLC1,230$296K0.25%+14813F-HRTimeline
Martin Worley Group1,228$295K0.18%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,227$295K0.07%+713F-HRTimeline
Aspect Partners, LLC1,226$295K0.17%013F-HRTimeline
L.M. KOHN & COMPANY1,224$294K0.08%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,223$294K0.04%new13F-HRTimeline
Portland Financial Advisors Inc1,219$293K0.79%13F-HRTimeline
Live Oak Private Wealth LLC1,216$292K0.05%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,213$292K0.06%+26713F-HRTimeline
Brown Miller Wealth Management, LLC1,214$292K0.11%+6013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,212$291K0.03%+21213F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC1,209$290K0.07%new13F-HRTimelineGroup
Trilogy Capital Inc.1,207$290K0.01%new13F-HRTimeline
MBA Advisors LLC1,204$289K0.15%013F-HRTimeline
New Insight Wealth Advisors1,204$289K0.14%+11813F-HRTimeline
Richard P Slaughter Associates Inc1,202$289K0.06%013F-HRTimeline
Aspiring Ventures, LLC1,158$288K0.18%13F-HRTimeline
Shakespeare Wealth Management, LLC1,191$286K0.08%+113F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,186$285K0.03%013F-HRTimelineGroup
PUREfi Wealth, LLC1,175$282K0.28%13F-HRTimeline
EnRich Financial Partners LLC1,170$281K0.09%-2113F-HRTimeline
Indiana Trust & Investment Management Co1,170$281K0.1%-12013F-HRTimeline
Campbell Wealth Management1,168$281K0.03%+6513F-HRTimeline
MATRIX ASSET ADVISORS INC/NY1,169$281K0.03%+113F-HRTimeline
Aull & Monroe Investment Management Corp1,168$281K0.14%013F-HRTimeline
Copeland Capital Management, LLC1,167$280K0.01%new13F-HRTimeline
Heck Capital Advisors, LLC1,165$280K0.03%+813F-HR/ATimeline
Grey Ledge Advisors, LLC1,165$280K0.07%+113F-HRTimeline
Warren Street Wealth Advisors, LLC1,163$279K0.11%-22113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,160$279K0.02%new13F-HRTimelineGroup
YHB Investment Advisors, Inc.1,157$278K0.02%-66913F-HRTimeline
Michels Family Financial, LLC1,156$278K0.25%13F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,154$277K0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC1,152$277K0.05%013F-HRTimeline
Pictet North America Advisors SA1,149$276K0.03%+4513F-HRTimeline
DHJJ Financial Advisors, Ltd.1,147$276K0.11%-813F-HRTimeline
OARSMAN CAPITAL, INC.1,143$275K0.05%+4013F-HRTimeline
Advantage Trust Co1,142$274K0.16%-1013F-HRTimeline
Shared Vision Wealth Group LLC1,141$274K0.14%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,139$274K0.05%+2513F-HRTimeline
Austin Wealth Management, LLC1,100$273K0.06%-1713F-HRTimeline