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Disclosery

VB VANGUARD INDEX FDS

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SHS (fund)

Filings received so far for Q3 2026: 152 13F filers report a position in VB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Heartwood Wealth Advisors LLC382,477$109M8.59%-83513F-HRTimeline
Apella Capital, LLC169,474$48.6M0.62%+21,46213F-HRTimeline
CX Institutional162,723$46.3M1.25%-5,34713F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV106,739$30.4M10.86%-2,58913F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC97,054$27.6M3.14%+1,42913F-HRTimeline
Farther Finance Advisors, LLC68,876$19.6M0.14%+18,11013F-HRTimeline
Acropolis Investment Management, LLC64,670$18.4M0.74%-31113F-HRTimeline
Wedmont Private Capital63,477$18.3M0.44%+3,26613F-HRTimeline
GoalFusion Wealth Management, LLC58,201$16.6M6.62%+78713F-HRTimeline
ATMOS ADVISORY, LLC58,074$16.5M8.8%+6713F-HRTimeline
Frisco Financial Planning LLC52,749$15M11.68%-79113F-HRTimeline
Arbor Wealth Advisors LLC49,067$14M8.69%-1,31413F-HRTimeline
Capital Advisors Wealth Management, LLC48,022$13.7M1.54%+4,33213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…45,434$12.9M1.12%-79813F-HRTimelineGroup
Horizons Wealth Management39,982$11.4M7.19%13F-HRTimeline
Kearns & Associates LLC39,327$11.2M5.14%-4013F-HRTimeline
Capital Planning LLC37,842$10.8M2.86%-97213F-HRTimeline
Silverleafe Capital Partners, LLC36,935$10.5M2.99%+9613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC34,614$9.85M2.65%+80013F-HRTimeline
SAPIENT CAPITAL LLC33,028$9.4M0.13%+8,19613F-HRTimeline
Venture Visionary Partners LLC30,362$8.64M0.23%+72613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC29,962$8.52M1.73%+113F-HRTimeline
STEPH & CO26,611$7.57M1.93%-1,70813F-HRTimeline
Grove Bank & Trust24,689$7.02M0.7%-6113F-HRTimeline
Peterson Wealth Advisors, LLC24,544$6.98M0.81%-49513F-HRTimeline
McNaughton Wealth Management, LLC24,204$6.89M2.41%+58813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC22,522$6.41M0.42%-12,18513F-HRTimeline
Councilor Wealth, LLC22,269$6.34M2.61%-61013F-HRTimeline
Box Hill Private Wealth LLC20,623$5.87M4.27%+1,64813F-HRTimeline
RTD Financial Advisors, Inc.19,812$5.64M0.62%-72613F-HRTimeline
First Heartland Consultants, Inc.19,645$5.59M0.37%-70813F-HRTimeline
Pathway Financial Advisors LLC18,758$5.34M0.59%-54613F-HRTimeline
Wealth Science Advisors LLC18,099$5.15M2.16%+92513F-HRTimeline
Cassilly Financial Group LLC17,830$5.07M3.41%+3,42913F-HRTimeline
KFA Private Wealth Group, LLC17,116$4.87M1.15%+1,30513F-HRTimeline
CoreCap Advisors, LLC16,254$4.62M0.13%-38613F-HRTimeline
Allen Mooney & Barnes Investment Adviso…16,109$4.58M0.68%-80313F-HRTimeline
Factor Wealth Management LTD15,631$4.45M0.68%-35613F-HRTimeline
Midwest Financial Partners Investments,…15,028$4.28M1.64%-44813F-HRTimeline
General Partner, Inc.13,534$3.85M2.06%013F-HRTimeline
Ridgewood Investments LLC13,425$3.82M1.41%+30413F-HRTimeline
Taylor & Morgan Wealth Management, LLC13,341$3.8M1.82%-613F-HRTimeline
jvl associates llc13,166$3.75M1.08%-11813F-HRTimeline
Valeo Financial Advisors, LLC12,881$3.66M0.08%-2,82913F-HRTimeline
Gainplan LLC12,052$3.43M1.33%-3513F-HRTimeline
Hummer Financial Advisory Services Inc11,802$3.36M2.19%013F-HRTimeline
BOS Asset Management, LLC11,620$3.31M0.77%013F-HRTimeline
Baron Financial Group, LLC11,384$3.24M1.58%-23013F-HRTimeline
BRIGHTON SECURITIES CORP.11,211$3.19M1.33%+80213F-HRTimeline
Roth Financial Partners LLC11,075$3.15M0.94%-22513F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,795$3.07M0.29%-38713F-HRTimeline
Galvin, Gaustad & Stein, LLC10,357$2.95M0.22%-91513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC10,107$2.88M0.03%+2,43913F-HRTimeline
MassMutual Private Wealth & Trust, FSB9,157$2.61M0.07%+6213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV8,883$2.53M0.28%+10213F-HRTimeline
Canandaigua National Trust Co of Florida7,735$2.2M1.22%13F-HRTimeline
Avidian Wealth Enterprises, LLC7,621$2.17M0.06%+19113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…7,476$2.13M0.3%-3913F-HRTimeline
Noble Wealth Management PBC7,119$2.03M0.93%-42013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC7,008$1.99M0.41%+4113F-HRTimeline
Planning Strategies Inc.6,767$1.93M1.14%+83713F-HRTimeline
Bath Savings Trust Co6,648$1.89M0.2%+41913F-HRTimeline
PARK NATIONAL CORP /OH/6,553$1.86M0.05%-61313F-HRTimeline
New Covenant Trust Company, N.A.6,252$1.78M1.23%+40213F-HRTimeline
Wisconsin Wealth Advisors, LLC6,161$1.75M1.47%-25813F-HRTimeline
Marquette Asset Management, LLC5,967$1.7M0.22%-5713F-HRTimeline
Cooper Financial Group5,704$1.62M0.13%+17613F-HRTimeline
Everhart Financial Group, Inc.5,632$1.6M0.1%+7313F-HRTimeline
Trinity Financial Advisors LLC5,558$1.58M0.41%-13313F-HRTimeline
Pioneer Wealth Management Group5,527$1.57M0.37%-1,02313F-HRTimeline
SigFig Wealth Management, LLC5,226$1.49M0.04%-47613F-HRTimeline
Asempa Wealth Advisors4,988$1.43M1.11%-22813F-HRTimeline
Sunburst Financial Group, LLC4,972$1.41M0.23%013F-HRTimeline
Lincoln Capital LLC4,876$1.39M0.24%+7613F-HRTimeline
Vilga Financial Planning LLC4,712$1.34M0.8%-5113F-HRTimeline
Elm3 Financial Group, LLC4,589$1.31M0.87%-4213F-HRTimeline
Hiley Hunt Wealth Management4,508$1.28M0.5%-18413F-HRTimeline
Post Resch Tallon Group Inc.4,442$1.26M0.87%+16613F-HRTimeline
Atlas Brown,Inc.4,207$1.2M0.32%+86713F-HRTimeline
Sound Income Strategies, LLC3,999$1.15M0.05%+74213F-HRTimeline
FC Advisory LLC3,983$1.13M0.3%+3313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,965$1.13M0.08%-19013F-HRTimelineGroup
Coastline Trust Co3,747$1.07M0.1%-58813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GAMMA Investing LLC3,584$1.02M0.03%013F-HRTimeline
FIRST COMMUNITY TRUST NA3,434$977K0.33%+59913F-HRTimeline
Bangor Savings Bank3,279$933K0.07%+15013F-HRTimeline
ROCKLAND TRUST CO3,262$928K0.04%+36913F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,975$846K0.15%+413F-HRTimeline
Tactive Advisors, LLC2,600$740K0.18%-66313F-HRTimeline
GK Wealth Management LLC2,497$711K0.4%-1,53413F-HRTimeline
Bank of New Hampshire2,368$674K0.15%-3213F-HRTimeline
Cadent Capital Advisors, LLC2,212$629K0.13%-4,49913F-HRTimeline
CHAPIN DAVIS, INC.2,113$601K0.12%+113F-HRTimeline
Polaris Financial Partners1,932$553K0.25%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,911$544K0.15%-3413F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,861$529K0.14%-213F-HRTimeline
EASTERN BANK1,851$527K0.01%-65813F-HRTimeline
Kaizen Financial Strategies1,839$523K0.21%+513F-HRTimeline
Montecito Bank & Trust1,786$508K0.08%013F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC1,745$496K0.04%013F-HRTimeline
PFW Advisors LLC1,714$488K0.14%013F-HRTimeline
Hardin Capital Partners, LLC1,633$465K0.23%+1213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,608$457K0.09%+9013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,604$456K0.08%new13F-HRTimeline
KWMG, LLC1,594$453K0.03%-413F-HRTimeline
Global Wealth Strategies & Associates1,541$438K0.08%013F-HRTimeline
Stonebridge Financial Group, LLC1,489$424K0.03%+4913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,470$418K0.03%+4513F-HRTimeline
Strong Retirement Solutions LLC1,428$406K0.23%+49813F-HRTimeline
Cambridge Financial Group, LLC1,305$395K0.12%013F-HRTimeline
TrueWealth Advisors, LLC1,367$389K0.09%+113F-HRTimeline
ZynergyRetirementPlanningLLC1,354$385K0.21%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,347$383K0.04%013F-HRTimeline
DAVIDSON TRUST CO1,301$370K0.15%013F-HRTimeline
Olistico Wealth, LLC1,289$367K0.15%013F-HRTimeline
Breakwater Capital Group1,261$359K0.04%+713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC1,110$316K0.19%013F-HRTimeline
Gallagher Capital Advisors, LLC1,066$303K0.16%+313F-HRTimeline
Crumly & Associates Inc.1,025$292K0.05%+5513F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.957$272K0.13%+213F-HR/ATimeline
Partnership Wealth Management, LLC936$266K0.19%-3913F-HRTimeline
LAWOOD & CO900$256K0.18%013F-HRTimeline
Beacon Wealthcare LLC887$252K0.08%013F-HRTimeline
David J Yvars Group879$250K0.11%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.869$247K0.17%013F-HRTimeline
RVW Wealth, LLC850$242K0.02%013F-HRTimeline
CENTRAL BANK & TRUST CO828$236K0.03%013F-HRTimeline
Shira Ridge Wealth Management806$229K0.08%013F-HRTimeline
YHB Investment Advisors, Inc.802$228K0.01%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC781$222K0.05%013F-HRTimeline
Aletheian Wealth Advisors LLC725$206K0.08%-28513F-HRTimeline
Plan A Wealth LLC722$205K0.07%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC705$200K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc646$184K0.02%-13713F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC473$135K0.04%+16213F-HRTimeline
Gladwyn Financial Advisors, Inc.412$117K0.07%+113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC358$102K0.07%013F-HRTimeline
Retirement Wealth Solutions LLC356$101K0.05%-713F-HRTimeline
ATWOOD & PALMER INC320$91K<0.01%+12313F-HRTimeline
Trust Co267$76K0.01%-8213F-HRTimeline
Go Invest LLC217$61.8K0.01%-28513F-HRTimeline
ACIMA PRIVATE WEALTH, LLC217$61.7K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP180$51.2K0.01%013F-HRTimeline
Byrne Asset Management LLC163$46.7K0.03%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.161$45.8K<0.01%013F-HRTimeline
Roxbury Financial LLC125$35.5K0.03%013F-HRTimeline
Davis Capital Management71$20.2K0.01%+1813F-HRTimeline
Dorato Capital Management58$16.6K0.01%013F-HRTimeline
Central Pacific Bank - Trust Division57$16.2K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…20$5.69K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton6$1.71K<0.01%013F-HRTimeline
GoalVest Advisory LLC2$569<0.01%013F-HRTimeline