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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,818,340$5.96B0.55%-282,79913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,540,448$1.81B0.13%+200,58413F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,332,914$1.76B1.67%+119,06013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,672,249$1.36B0.33%+542,54813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,434,192$1.31B+52,037Timeline
UBS Group AGin group UBS Group AG4,060,426$976M0.22%+31,51213F-HRTimelineGroup
LPL Financial LLC3,789,323$910M0.37%+176,93813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,954,198$710M0.15%+1,345,35713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,371,556$570M1.39%-25,69913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,203,938$530M0.2%13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,127,626$511M0.13%+83,77813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS2,121,899$510M1.46%+178,95813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,901,304$457M0.31%+29,13613F-HRTimelineGroup
Creative Planningin group Creative Planning1,894,751$455M0.44%+14,40913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,875,898$451M0.09%-15,84613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,864,908$448M0.38%+64,19013F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding1,806,400$434M-40,450Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,703,336$409M0.08%-92,55213F-HRTimelineGroup
Wealthfront Advisers LLC1,588,699$382M1.12%+101,90213F-HR/ATimeline
Mariner, LLCin group Mariner, LLC1,411,338$339M0.57%+87,45513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,384,485$335M0.61%-75,24613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,124,300$270M0.39%+60,91113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,064,372$256M0.27%+15,83413F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP1,046,712$252M5.99%+33,63313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,003,865$241M0.02%+154,79713F-HRTimelineGroup
TIAAgroup of 3 filers holding989,534$238M+11,125Timeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…920,153$221M0.04%+216,16813F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA866,002$208M1.06%-79,59213F-HRTimelineGroup
SIGNATUREFD, LLC812,378$195M3.7%-24,86613F-HRTimeline
FMR LLCin group FMR LLC799,411$192M0.01%+97713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.810,870$189M0.43%+98,25813F-HR/ATimelineGroup
HighTower Advisors, LLC774,602$186M0.25%+33,19413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.734,886$177M0.34%+9,60513F-HRTimelineGroup
1832 Asset Management L.P.734,132$176M0.32%+39,14213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC702,124$169M4.86%+27,33113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/663,867$160M0.08%+20,96213F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC528,262$127M2.96%-1,66913F-HRTimeline
Cetera Investment Advisers527,240$127M0.26%+35,10413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP517,471$124M<0.01%-9,42713F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding514,023$124M+11,445Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers509,402$122M0.23%-13,54213F-HRTimelineGroup
DAVIS R M INC506,659$122M2.38%+15,31813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC505,282$121M1.7%+5,34713F-HRTimeline
Clearstead Advisors, LLC500,636$120M1.83%+12,81213F-HRTimeline
Nicholas Hoffman & Company, LLC.479,340$115M4.61%+42,83913F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP464,914$112M0.18%-27,48013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.448,354$108M1.47%+29,70513F-HRTimelineGroup
PINNACLE ASSOCIATES LTD440,947$106M1.44%+54,97613F-HRTimeline
MML INVESTORS SERVICES, LLC426,348$102M0.35%+34,60113F-HRTimeline
WIT, LLC883,813$102M3.27%+882,88413F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC418,630$101M0.22%+42,08613F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding411,688$98.9M-17,223Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC397,192$95.5M0.42%-26113F-HRTimelineGroup
Fusion Family Wealth, LLC393,543$94.6M8.67%+15,79113F-HRTimeline
Efficient Advisors, LLC391,802$94.1M6.06%-26,02413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP390,843$93.9M0.16%-18,62513F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT383,944$92.3M6.85%+24,02113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP377,905$90.8M1.32%-6413F-HRTimeline
Cambridge Investment Research Advisors,…377,332$90.7M0.3%+57,93013F-HRTimeline
Baker Avenue Asset Management, LP376,195$90.4M2.77%+79113F-HRTimeline
Wealthspire Advisors, LLC375,457$90.2M0.9%+1,34413F-HRTimeline
Heartwood Wealth Advisors LLC357,040$85.8M9.66%+3,53913F-HRTimeline
Private Advisor Group, LLC349,121$83.9M0.47%-3,48713F-HRTimeline
Karpus Management, Inc.326,493$78.4M2.32%+25213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.323,299$77.7M0.74%+16,40013F-HRTimelineGroup
INVICTUS PRIVATE WEALTH, LLC320,851$77.1M5.86%+7,67113F-HRTimeline
Millburn Ridgefield LLC /DE/315,283$75.8M1.9%-1,71213F-HRTimeline
Catalyst Capital Advisors LLC315,283$75.8M1.61%-1,71213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC313,738$75.4M0.07%+25013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.312,886$75.2M0.47%+24,69413F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS299,349$71.9M0.26%new13F-HRTimeline
COMERICA BANK297,412$71.5M0.29%+5,92813F-HR/ATimeline
Centered Wealth LLC dba Miller Equity C…293,558$70.5M26.91%-1,15013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\285,527$68.6M0.09%-5,84013F-HRTimelineGroup
Provida Pension Fund Administrator283,926$68.2M1.39%-1,36513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC282,075$67.8M0.18%-6,31613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp281,072$67.5M0.23%-2,03313F-HRTimelineGroup
Chandler Asset Management, Inc.281,065$67.5M12.91%-3,76513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding278,343$66.9M-99,404Timeline
VISTA CAPITAL PARTNERS, INC.273,394$65.7M7.67%-3,68613F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP271,979$65.4M2.1%new13F-HRTimelineGroup
Smithfield Trust Co257,179$61.7M3.07%-6,67113F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson250,094$60.1M0.03%-106,98013F-HRTimelineGroup
PITTENGER & ANDERSON INC250,010$60.1M2.18%+2,48813F-HRTimeline
American Trust237,612$57.1M4.35%-17,18913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC234,305$56.3M0.58%+26,38813F-HRTimelineGroup
Pandi, LLC232,630$55.9M8.35%13F-HRTimeline
Ellenbecker Investment Group229,571$55.2M9.87%-28,42213F-HRTimeline
Janney Montgomery Scott LLC229,175$55.1M0.15%+5,80513F-HRTimeline
Composition Wealth, LLC228,667$54.9M1.11%-13,43513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…217,059$54.8M0.11%+1,09813F-HRTimelineGroup
Employees Retirement System of Texas226,425$54.4M0.46%013F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding226,286$54.4M+34,029Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…220,939$53.1M0.1%+22,59013F-HR/ATimeline
MAI Capital Management212,569$51.1M0.38%+87,61113F-HRTimeline
First Command Advisory Services, Inc.203,403$48.9M0.46%+3,58813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC198,260$47.6M0.08%-13,66813F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…196,177$47.1M0.92%-7,35713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…186,454$44.8M0.12%+21,62413F-HRTimelineGroup
Marcum Wealth, LLC184,209$44.3M3.84%-3,89413F-HRTimeline
Ellevest, Inc.181,938$43.7M2.52%-1,69013F-HRTimeline
Joel Isaacson & Co., LLC181,655$43.6M1.97%+24,54913F-HRTimeline
CX Institutional179,880$43.2M1.72%+53,03713F-HRTimeline
NewEdge Advisors, LLC176,553$42.4M0.25%+12,52413F-HRTimeline
CENTRAL TRUST Co174,446$41.9M1.03%-1,81013F-HRTimeline
TCV Trust & Wealth Management, Inc.174,374$41.9M3.87%-93713F-HRTimeline
CHOREO, LLC263,739$41.5M0.6%+26,05613F-HRTimeline
SOFI WEALTH, LLC172,474$41.4M2.84%+7,77113F-HRTimeline
Garde Capital, Inc.171,820$41.3M2.72%-3,71713F-HRTimeline
Parallel Advisors, LLC167,595$40.3M0.91%+36113F-HRTimeline
MilWealth Group LLC165,245$39.7M10.84%-2,36413F-HRTimeline
DAVIDSON INVESTMENT ADVISORS163,699$39.3M1.91%+17013F-HRTimeline
Mountain Capital Investment Advisors In…153,629$38.2M7.9%+56,36513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…153,210$36.8M6.07%+35113F-HRTimeline
Investments & Financial Planning, LLC152,058$36.5M22.52%-1,00513F-HRTimeline
Center for Financial Planning, Inc.151,932$36.5M4.87%+3,44213F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP149,013$35.8M1.16%-1,41913F-HRTimeline
Ballast, Inc.148,677$35.7M10.21%+8,66013F-HRTimeline
Aufman Associates Inc146,997$35.3M23.84%-1,14313F-HRTimeline
Betterment LLC145,300$34.9M0.08%-3,92813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS144,424$34.7M0.03%+6,05613F-HRTimelineGroup
Wealthquest Corp144,309$34.7M2.82%+1,43913F-HRTimeline
CHATHAM CAPITAL GROUP, INC.143,432$34.5M5.67%+2,62213F-HRTimeline
Chicago Partners Investment Group LLC141,711$34.3M1.14%+5,60213F-HRTimeline
MPS Loria Financial Planners, LLC142,115$34.1M10.11%-57913F-HRTimeline
ALLIANCEBERNSTEIN L.P.138,428$33.3M0.01%-6,38713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…137,392$33M3.09%+8,09213F-HRTimeline
NewEdge Wealth, LLC137,322$33M0.57%-3,08413F-HRTimeline
Scott Capital Advisors, LLC135,335$32.4M9.33%-1,24513F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC132,908$31.9M6.72%+18813F-HRTimeline
Atria Wealth Solutions, Inc.132,339$31.8M0.35%-14,63213F-HRTimeline
Whelan Financial131,607$31.6M12.43%-1,60413F-HRTimeline
SP Asset Management LLC131,121$31.5M2.64%+20213F-HRTimeline
MONTAG A & ASSOCIATES INC128,179$30.8M1.46%+28,27313F-HRTimeline
COUNTRY TRUST BANK126,965$30.5M0.76%-5,51013F-HRTimeline
Sanctuary Advisors, LLC120,856$30.5M0.19%+98713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP126,016$30.3M0.22%-8,86713F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC125,937$30.3M1.51%+1,17513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP125,881$30.2M<0.01%+9,29113F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC125,696$30.2M0.7%-19,15913F-HRTimeline
Avior Wealth Management, LLC124,281$29.8M1.09%+1,90713F-HRTimeline
AMG National Trust Bank121,942$29.3M0.81%+3,06913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.121,242$29.1M<0.01%-93,26413F-HRTimelineGroup
Randolph Co Inc120,985$29.1M3.25%+49813F-HRTimeline
Alpha Cubed Investments, LLC119,949$28.8M1.32%+29,60613F-HRTimeline
Cable Hill Partners, LLC119,396$28.7M2.89%+3,11913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …116,145$27.9M0.02%-9,56213F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.115,665$27.8M1.36%+51713F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC113,659$27.3M12.85%-3013F-HRTimeline
MBE Wealth Management, LLC113,576$27.3M15.37%-3,39413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…113,037$27.2M0.23%-29613F-HRTimelineGroup
DT Investment Partners, LLC110,786$26.6M2.25%-2,28013F-HRTimeline
Wolff Financial Management LLC110,481$26.5M7.37%+11313F-HRTimeline
BANK OF HAWAII110,282$26.5M1.47%-8,91413F-HRTimeline
Johnson Financial Group, LLC108,009$26M3.04%-4,56413F-HRTimeline
AA Financial Advisors, LLC107,472$25.8M6.89%+10,03113F-HRTimeline
MOLLER WEALTH PARTNERS106,791$25.7M6.75%-6,61013F-HRTimeline
BLB&B Advisors, LLC106,451$25.6M1.3%-6,04713F-HRTimeline
Crewe Advisors LLC106,356$25.6M3.52%013F-HRTimeline
Christopher J. Hasenberg, Inc106,033$25.5M10.27%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC105,850$25.4M0.03%+2,60213F-HRTimelineGroup
Integrated Wealth Concepts LLC105,732$25.4M0.3%-17,84713F-HRTimeline
Elm Partners Management LLC105,221$25.3M1.73%-15,76313F-HRTimeline
Arax Advisory Partners105,172$25.3M1.59%+3,88913F-HRTimeline
Modera Wealth Management, LLC104,996$25.2M0.3%+28,40813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC102,723$24.7M0.76%+2,44813F-HRTimelineGroup
NORTHEAST INVESTMENT MANAGEMENT102,679$24.7M1.09%+14,57613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC100,625$24.2M1.79%-26813F-HRTimeline
Gratus Wealth Advisors, LLC99,481$23.9M3.83%+70613F-HRTimeline
Advocacy Wealth Management, LLC99,113$23.8M1.81%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…98,834$23.7M0.33%+3,45013F-HRTimelineGroup
Compound Planning, Inc.98,014$23.6M1.19%+11,51213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…97,669$23.5M1.76%-1,11613F-HRTimeline
Riverview Capital Advisers, LLC96,944$23.3M7.03%+62013F-HRTimeline
Clark Asset Management, LLC96,532$23.2M4.33%+14,40413F-HRTimeline
Financial Engines Advisors L.L.C.96,398$23.2M0.05%+18,89013F-HRTimeline
Pure Financial Advisors, LLC95,228$22.9M0.52%+5,28613F-HRTimeline
EP Wealth Advisors, LLC94,486$22.7M0.19%-4,50813F-HRTimeline
3Chopt Investment Partners, LLC94,386$22.7M7.79%+3,14413F-HRTimeline
Orion Porfolio Solutions, LLC93,885$22.6M0.22%+7,15413F-HRTimeline
Orion Portfolio Solutions, LLC93,885$22.6M0.22%+7,15413F-HRTimeline
WBH ADVISORY INC93,663$22.5M2.09%+25513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC93,502$22.5M0.18%-87113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC92,350$22.2M0.55%+5,33613F-HRTimeline
Capital Asset Advisory Services LLC89,061$21.7M1.07%+4,79213F-HRTimeline
D.A. DAVIDSON & CO.89,872$21.6M0.18%-4,39713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management89,593$21.5M0.31%+1,79713F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…86,851$20.9M0.38%-16,58813F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC86,763$20.8M2.15%+40,78113F-HRTimeline
Brown Financial Advisory83,936$20.2M14.36%+3,32213F-HRTimeline
Marietta Wealth Management, LLC83,219$20M2.87%+38613F-HRTimeline
Roof Eidam Maycock Peralta, LLC82,764$19.9M5.13%-9213F-HRTimeline
Kohmann Bosshard Financial Services, LLC82,747$19.9M2.39%-1,67713F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV82,540$19.8M6.06%-1,09713F-HRTimeline
BURRUS FINANCIAL SERVICES, INC.82,377$19.8M10.17%-1,06113F-HRTimeline
Merit Financial Group, LLC82,222$19.8M0.36%+6,51213F-HRTimeline
Financial Synergies Wealth Advisors, In…82,119$19.7M2.45%-72213F-HRTimeline
Nelson Capital Management, LLC81,604$19.6M3.25%-2,92713F-HRTimeline
Whitegate Investment Counselors, Inc.81,508$19.6M6.71%-34,42213F-HRTimeline
Hurlow Wealth Management Group, Inc.80,772$19.4M6.06%-52113F-HRTimeline