Skip to content

VB VANGUARD INDEX FDS

Follow

SHS (fund)

2,358 managers (2,379 13F filers) reported a position in VB shares at 2025-12-31, 159,418,884 shares in all. 88 filers opened a position and 73 filers sold out during the quarter.

Managers
2,358
13F filers
2,379
New
88
Added
997
Reduced
736
Sold out
73
Shares held by filers
159,418,884

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Edge Financial Advisors LLC1,947$502K0.21%+1313F-HRTimeline
Ullmann Wealth Partners Group, LLC1,968$502K0.05%+113F-HRTimeline
Lodestone Wealth Management LLC1,944$501K0.2%+313F-HRTimeline
Unified Investment Management1,933$499K0.5%-4013F-HRTimeline
Covenant Asset Management, LLC1,927$497K0.1%+15513F-HRTimeline
Bell Bank1,924$496K0.02%-7913F-HRTimeline
Windsor Advisory Group, LLC1,924$496K0.44%new13F-HRTimeline
Roehl & Yi Investment Advisors, LLC4,078$496K0.2%+74413F-HRTimeline
RCS Financial Planning, LLC1,922$496K0.21%+18113F-HRTimeline
Venturi Wealth Management, LLC1,906$491K0.02%-10313F-HRTimeline
AMERIFLEX GROUP, INC.1,905$491K0.26%-1,88713F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,904$491K0.14%-3113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,902$491K<0.01%-6013F-HRTimelineGroup
Alta Wealth Advisors LLC1,891$488K0.16%+4513F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,884$486K0.16%+7913F-HRTimeline
Rede Wealth, LLC1,883$486K0.17%+36313F-HRTimeline
LCNB CORP1,875$484K0.16%013F-HRTimeline
Nikulski Financial, Inc.1,874$483K0.12%-33013F-HRTimeline
Physician Wealth Advisors, Inc.1,869$482K0.07%-21413F-HRTimeline
McMillan Office, Inc.1,865$481K0.06%13F-HRTimeline
STEVENS CAPITAL PARTNERS1,864$481K0.13%+1813F-HRTimeline
Sensible Money, LLC1,859$480K0.15%+70013F-HRTimeline
REDW Wealth LLC1,856$479K0.18%-23313F-HRTimeline
Vision Capital Management, Inc.1,847$476K0.06%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,832$476K0.13%+31413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,837$474K0.03%-4713F-HRTimelineGroup
KLCM Advisors, Inc.1,836$474K0.04%new13F-HRTimeline
Cambria Investment Management, L.P.1,836$474K0.03%+86313F-HRTimeline
Bakala Capital LLC1,832$473K2.23%+2313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caliber Wealth Management, LLC / KS1,828$471K0.05%-46013F-HRTimeline
Midwestern Financial, LLC /IA1,824$471K0.39%+1213F-HRTimeline
OAKWORTH CAPITAL, INC.1,820$469K0.03%013F-HRTimeline
TrustWell Financial Advisors, LLC1,820$469K0.45%13F-HRTimeline
Chemistry Wealth Management LLC1,817$469K0.09%+213F-HRTimeline
Nest Investments, LLC1,816$468K0.39%13F-HRTimeline
Christensen, King & Associates Investme…1,815$468K0.2%-7413F-HRTimeline
RIK SAYLOR FINANCIAL, INC.1,811$467K0.34%-113F-HRTimeline
Insight Advisors, LLC/ PA1,809$467K0.07%+1113F-HRTimeline
Global Financial Private Client, LLC1,805$466K0.16%013F-HRTimeline
OPAL CAPITAL LLC1,670$465K0.12%13F-HRTimeline
Brown Miller Wealth Management, LLC1,800$464K0.13%013F-HRTimeline
Nautilus Advisors LLC1,800$464K0.3%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,799$464K0.02%+6613F-HR/ATimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC1,796$463K0.23%-4713F-HRTimeline
Invst, LLC1,791$462K0.05%+32313F-HRTimeline
Urban Financial Advisory Corp1,790$462K0.18%+14113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,788$461K0.03%+3713F-HRTimeline
First Financial Bankshares Inc1,788$461K0.01%+20013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,785$461K0.11%+19413F-HRTimeline
Relyea Zuckerberg Hanson LLC1,782$460K0.05%+113F-HRTimeline
Silver Oak Advisory Group, Inc.1,783$459K0.21%-1,42913F-HRTimeline
Archer Investment Corp1,778$459K0.1%+14813F-HRTimeline
HORAN Wealth, LLC1,778$459K0.07%-113F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,770$457K0.05%-4613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,770$457K0.12%-5313F-HRTimeline
SEVEN MILE ADVISORY1,768$456K0.08%013F-HRTimeline
HM PAYSON & CO1,765$455K0.01%-4413F-HRTimeline
Hutchens & Kramer Investment Management…1,762$455K0.16%-23813F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,761$454K0.06%+21513F-HRTimeline
Horst & Graben Wealth Management LLC1,755$453K0.07%+113F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC1,638$453K0.44%13F-HRTimeline
DAHRING | CUSMANO LLC1,754$453K0.31%+713F-HRTimeline
SUMMITRY LLC1,754$452K0.02%new13F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC1,745$450K0.04%013F-HRTimeline
Alteri Wealth LLC1,738$448K0.15%-9513F-HRTimeline
MIDDLETON & CO INC/MA1,730$446K0.05%013F-HRTimeline
Strategic Financial Services, Inc.1,607$446K0.02%-15513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,723$445K0.01%-7013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,720$444K0.08%-1713F-HRTimelineGroup
Meridian Financial Partners LLC1,600$443K0.18%013F-HRTimeline
Finward Bancorp1,717$443K0.34%+10013F-HRTimeline
PFW Advisors LLC1,714$442K0.13%013F-HRTimeline
Drake & Associates, LLC1,714$442K0.09%+40813F-HRTimeline
Lifeworks Advisors, LLC1,709$441K0.06%+8813F-HRTimeline
KPP Advisory Services LLC1,706$440K0.06%+4713F-HRTimeline
Capital Investment Counsel, LLC1,705$440K0.06%new13F-HRTimeline
LMG Wealth Partners, LLC1,698$438K0.08%+38313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.1,690$436K0.2%013F-HRTimeline
Sterling Investment Counsel, LLC1,812$435K0.12%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,678$433K0.06%new13F-HRTimeline
Miller Financial Services LLC1,675$432K0.51%-12513F-HRTimeline
Golden Bell Financial Planning LLC1,672$431K0.36%-6313F-HRTimeline
Mascoma Wealth Management LLC1,671$431K0.09%-3513F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,670$431K0.04%new13F-HRTimeline
LifeGuide Financial Advisors, LLC1,646$430K0.14%-9313F-HRTimeline
Austin Wealth Management, LLC1,598$430K0.06%-24813F-HRTimeline
Weitzel Financial Services, Inc.1,641$429K0.17%-3613F-HRTimeline
Templeton & Phillips Capital Management…1,652$426K0.28%+65613F-HRTimeline
First National Bank of Mount Dora, Trus…1,648$425K0.09%013F-HRTimeline
New Insight Wealth Advisors1,644$424K0.15%-5413F-HRTimeline
Covestor Ltd1,644$424K0.22%+3813F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,643$424K0.27%-313F-HRTimeline
Veratis Advisors, Inc.1,537$424K0.34%13F-HRTimeline
Etesian Wealth Advisors, Inc.1,637$422K0.13%-22913F-HRTimeline
Tempo Wealth, LLC1,636$422K0.08%13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …1,634$421K0.01%+1613F-HRTimelineGroup
Intergy Private Wealth, LLC1,632$421K0.13%-313F-HRTimeline
Pacific Sage Partners, LLC1,629$420K0.07%013F-HRTimeline
Polaris Investment Advisors, LLC1,629$420K0.3%13F-HRTimeline
Allodium Investment Consultants, LLC1,624$419K0.21%-6713F-HRTimeline
Journey Advisory Group, LLC1,619$418K0.04%-49113F-HRTimeline
TOWER TRUST & INVESTMENT Co1,619$418K0.26%+15413F-HRTimeline
Pillar Financial Advisors, LLC1,619$418K0.25%-1013F-HRTimeline
Madison Park Capital Advisors, LLC1,615$417K0.34%+1213F-HRTimeline
Town Capital LLC1,610$415K0.34%13F-HRTimeline
Altiora Financial Group, LLC1,603$414K0.07%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…1,602$413K0.34%+23613F-HRTimeline
Coastwise Capital Group, LLC1,602$413K0.21%013F-HRTimeline
KWMG, LLC1,599$412K0.04%+28713F-HRTimeline
Sound View Wealth Advisors Group, LLC1,599$412K0.03%-17913F-HRTimeline
Independent Wealth Advisors LLC1,597$412K0.43%13F-HRTimeline
TPG Advisors LLC1,597$412K0.26%+15813F-HRTimeline
Busey Bank1,597$412K0.01%+513F-HRTimeline
Aerodigm Wealth, LLC1,592$411K0.16%-14713F-HR/ATimeline
Investment Planning Advisors, Inc.1,590$410K0.12%+16913F-HRTimeline
River Street Advisors LLC1,580$408K0.15%013F-HRTimeline
Interchange Capital Partners, LLC1,579$407K0.08%-5913F-HRTimeline
HBK Sorce Advisory LLC1,467$407K0.01%-19913F-HRTimeline
Donor Advised Charitable Giving, Inc.1,571$405K0.01%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,571$405K0.21%+1113F-HRTimeline
TruNorth Capital Management, LLC1,569$405K0.08%013F-HRTimeline
Litman Gregory Wealth Management LLC1,563$403K0.03%013F-HRTimeline
Bouchey Financial Group, Ltd.1,562$403K0.03%-1513F-HRTimeline
Goepper Burkhardt LLC1,556$401K0.13%-8113F-HRTimeline
Coquina Private Wealth LLC1,556$401K0.32%13F-HRTimeline
Olde Wealth Management, LLC1,556$401K0.12%-1113F-HRTimeline
Evergreen Wealth Partners LLC1,553$401K0.34%13F-HRTimeline
Fortitude Advisory Group L.L.C.1,551$400K0.17%-21413F-HRTimeline
EagleClaw Capital Managment, LLC1,550$400K0.06%013F-HRTimeline
Shepherd Financial Partners LLC1,548$399K0.04%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.1,474$398K0.37%13F-HRTimeline
TMB Capital Partners, LLC1,541$398K0.14%13F-HRTimeline
PROFFITT & GOODSON INC1,534$396K0.06%-14213F-HRTimeline
CORA CAPITAL ADVISORS LLC1,534$396K0.15%013F-HRTimeline
Crescent Grove Advisors, LLC1,532$395K0.04%013F-HRTimeline
B & T Capital Management DBA Alpha Capi…1,532$395K0.06%-37713F-HRTimeline
Hardin Capital Partners, LLC1,530$395K0.19%+313F-HRTimeline
Eagle Bay Advisors LLC1,520$392K0.29%013F-HRTimeline
Keener Financial Planning LLC1,523$392K0.17%+813F-HRTimeline
Foundry Financial LLC1,519$392K0.21%13F-HRTimeline
Values Added Financial LLC1,516$391K0.17%+5013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,424$390K<0.01%013F-HRTimeline
Darden Wealth Group Inc1,510$390K0.19%013F-HRTimeline
Bravera Wealth1,510$390K0.2%13F-HRTimeline
DF DENT & CO INC1,510$390K0.01%013F-HRTimeline
SJS Investment Consulting Inc.1,508$389K0.05%+4013F-HRTimeline
Millstone Evans Group, LLC1,506$388K0.23%+1,38913F-HRTimeline
TruWealth Advisors, LLC1,504$388K0.02%+613F-HRTimeline
MEANS INVESTMENT CO., INC.1,500$387K0.03%+513F-HRTimeline
Clarity Retirement & Wealth, LLC1,499$387K0.34%13F-HRTimeline
MAIRS & POWER INC1,496$386K<0.01%+20213F-HRTimeline
August Group Capital Ltd1,495$386K0.43%13F-HRTimeline
Montis Financial, LLC1,491$385K0.08%-95413F-HRTimeline
Sharp Wealth Advisory, LLC1,486$383K0.19%+54813F-HRTimeline
WealthTrust Axiom LLC1,475$380K0.1%013F-HRTimeline
Greenspring Advisors, LLC1,475$380K0.02%+58013F-HRTimeline
Resolute Wealth Strategies, LLC1,475$380K0.17%013F-HRTimeline
Nvest Financial, LLC1,474$380K0.16%-1,23113F-HRTimeline
Value Investment Professionals, LLC1,473$380K0.4%13F-HRTimeline
Somerset Group LLC1,420$380K0.29%013F-HRTimeline
Beacon Capital Management, LLC1,471$380K0.06%+21213F-HRTimeline
LJI Wealth Management, LLC1,469$379K0.06%013F-HRTimeline
IAG Wealth Partners, LLC1,469$379K0.04%-1213F-HRTimeline
Cedar Point Capital Partners, LLC1,469$379K0.24%-12213F-HRTimeline
Authentikos Wealth Advisory, LLC1,468$379K0.25%-1813F-HRTimeline
Great Diamond Partners, LLC1,467$378K0.07%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC1,465$378K0.04%013F-HRTimeline
Breachway Investments LLC1,464$378K0.4%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,458$376K0.03%-6813F-HRTimeline
William Mack & Associates, Inc.1,440$371K0.17%+17413F-HRTimeline
Stonebridge Financial Group, LLC1,438$371K0.03%+3713F-HRTimeline
Per Stirling Capital Management, LLC.1,438$371K0.04%-20913F-HRTimeline
OLD NATIONAL BANCORP /IN/1,435$370K0.01%-66713F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.1,434$370K0.2%+7013F-HRTimeline
Integrity Investment Advisors, LLC1,433$370K0.2%new13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC1,426$368K0.01%+8013F-HRTimeline
Kaizen Financial Strategies1,425$367K0.16%+2713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,423$367K0.05%-5113F-HRTimeline
Unique Wealth Strategies, LLC1,422$367K0.14%-7313F-HRTimeline
ADAPT WEALTH ADVISORS, LLC1,417$366K0.13%-59613F-HRTimeline
Prospect Financial Services LLC1,415$365K0.21%-6013F-HRTimeline
Forza Wealth Management, LLC1,410$364K0.13%013F-HRTimeline
Blue Zone Wealth Advisors, LLC1,406$363K0.07%+43613F-HRTimeline
Dynasty Wealth Management, LLC1,405$363K<0.01%-2613F-HRTimeline
Aspen Capital Management, LLC1,403$362K0.09%013F-HRTimeline
Aspect Partners, LLC1,402$362K0.16%013F-HRTimeline
Van Hulzen Asset Management, LLC1,402$362K0.03%+39813F-HRTimeline
John A. Wolfe & Associates, Inc.1,396$360K0.19%13F-HRTimeline
Alliance Wealth Advisors, LLC1,396$360K0.17%013F-HRTimeline
Courage Miller Partners, LLC1,395$360K0.11%013F-HRTimeline
Clarkston Capital Partners, LLC1,392$359K0.01%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,385$357K0.05%+6813F-HRTimeline
Andina Capital Management, LLC1,380$356K0.22%+24813F-HRTimeline
Disciplined Investors, L.L.C.1,377$355K0.23%+313F-HRTimeline
Sloy Dahl & Holst, LLC1,376$355K0.04%+42713F-HRTimeline
TrueWealth Advisors, LLC1,375$355K0.09%-6413F-HRTimeline
Clifford Group, LLC1,374$354K0.27%013F-HRTimeline
Vantage Point Financial LLC1,373$354K0.13%+513F-HRTimeline
Live Oak Private Wealth LLC1,373$354K0.05%-1613F-HRTimeline
Tempus Wealth Planning, LLC1,371$354K0.08%+413F-HRTimeline