Skip to content
Disclosery

VBK VANGUARD INDEX FDS

Follow

SHS (fund)

1,075 managers (1,082 13F filers) reported a position in VBK shares at 2025-03-31, 40,592,350 shares in all. 53 filers opened a position and 88 filers sold out during the quarter.

Managers
1,075
13F filers
1,082
New
53
Added
430
Reduced
380
Sold out
88
Shares held by filers
40,592,350

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/9,855,905$2.48B0.22%+280,99613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,874,307$472M0.03%+71,91113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,514,549$381M1.05%+55,46513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA988,251$249M0.06%+773,00513F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP958,488$241M0.39%+7,09313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO920,776$232M0.3%+44,69513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN883,973$223M0.05%+28,53113F-HRTimelineGroup
UBS Group AGin group UBS Group AG865,210$218M0.05%-18,33913F-HRTimelineGroup
LPL Financial LLC827,794$208M0.08%+81,72713F-HRTimeline
MATHER GROUP, LLC.802,798$202M2.34%+49,28213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…698,613$176M0.09%+76613F-HRTimelineGroup
Cohen Klingenstein LLC678,760$171M6.19%+3,68013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding659,382$166M-32,738Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP646,506$164M0.15%-1,265,87213F-HR/ATimelineGroup
EP Wealth Advisors, LLC601,701$151M1.21%+141,19613F-HRTimeline
CHOREO, LLC512,280$129M2%-23,56613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC490,383$123M1.7%+4,78113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA469,775$118M0.37%+48,26713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC463,245$117M0.04%-3,31413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC415,080$104M0.03%-46,22913F-HRTimelineGroup
Wealthspire Advisors, LLC373,028$93.9M0.56%+182,95513F-HRTimeline
MML INVESTORS SERVICES, LLC358,217$90.2M0.3%-11,50813F-HRTimeline
RWA WEALTH PARTNERS, LLC333,598$84M1.06%+12,91813F-HRTimeline
HighTower Advisors, LLC322,514$81.2M0.11%+35,48913F-HRTimeline
Mill Creek Capital Advisors, LLC319,278$80.4M1.95%+1,27513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC302,211$76.1M0.11%-2,48013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP296,636$74.7M0.12%-1,25013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…291,349$73.4M0.18%-6,15313F-HRTimelineGroup
Cetera Investment Advisers288,917$72.7M0.14%+3,15213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding251,361$63.3M+6,036Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO222,641$56.1M<0.01%-7,01013F-HRTimelineGroup
1832 Asset Management L.P.218,895$55.1M0.11%+20,57813F-HRTimeline
Mariner, LLCin group Mariner, LLC196,418$49.5M0.08%-1,35213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.192,134$48.4M0.11%-50,83813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\176,670$44.5M0.06%-14,82213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…174,597$44M0.04%+8,50613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…156,583$39.4M0.34%-3,11913F-HRTimelineGroup
Strategies Wealth Advisors, LLC140,039$35.3M4.31%+7,20313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP137,891$34.7M0.04%+3,40113F-HRTimelineGroup
Summit Financial Strategies, Inc.136,290$34.3M3.46%-2,51513F-HRTimeline
Avior Wealth Management, LLC134,649$33.9M1.29%+4,93013F-HRTimeline
American Financial Advisors, LLC133,061$33.5M4.86%-3,00613F-HRTimeline
Bragg Financial Advisors, Inc125,725$31.7M1.3%+5,14013F-HRTimeline
Private Advisor Group, LLC125,486$31.6M0.19%+8,58313F-HRTimeline
Rodgers & Associates, LTD125,433$31.6M3.85%+5,24013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC120,778$30.4M4.33%+3,69913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC115,677$29.2M0.13%-70113F-HRTimelineGroup
Creative Planningin group Creative Planning115,731$29.1M0.03%-7,49513F-HRTimelineGroup
NewEdge Advisors, LLC113,858$28.7M0.17%-4,78913F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC112,632$28.4M3.94%-1,00413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co109,398$27.5M0.01%-3,74313F-HR/ATimelineGroup
One Day In July LLC104,873$26.4M2.64%+2,79813F-HRTimeline
Vision Capital Management, Inc.102,390$25.8M3.72%-82213F-HRTimeline
Brickley Wealth Management99,955$25.2M5.22%-14513F-HRTimeline
Jentner Corp99,820$25.1M7.52%-3,15813F-HRTimeline
Cambridge Investment Research Advisors,…94,982$23.9M0.08%-1,87113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…93,905$23.6M0.05%-3,28813F-HRTimeline
Waldron Private Wealth LLC93,624$23.6M1.11%-2,85213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding93,260$23.5M+2,627Timeline
Cresset Asset Management, LLC90,397$22.8M0.11%+1,84713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers84,340$21.2M0.04%+10,07913F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO83,348$21M0.16%+18,35913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding83,130$20.9M+20,535Timeline
BHK Investment Advisors, LLC82,772$20.8M8.81%-8,96713F-HRTimeline
McAdam, LLC81,070$20.4M1.26%+1913F-HRTimeline
Beacon Pointe Advisors, LLC76,181$19.2M0.22%-28213F-HRTimeline
Safeguard Financial, LLC72,790$18.3M4.01%+5,64913F-HRTimeline
Larson Financial Group LLC72,065$18.1M0.86%-5,35913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC71,588$18M0.67%-47913F-HRTimeline
COMERICA BANK70,771$17.8M0.07%+6,01113F-HRTimeline
Partners in Financial Planning65,179$16.4M3.3%+1,96713F-HRTimeline
Modera Wealth Management, LLC64,780$16.3M0.22%-6,98313F-HRTimeline
Total Wealth Planning, LLC64,442$16.2M2.48%+59913F-HRTimeline
SAGE FINANCIAL GROUP INC63,375$16M1.29%+1,72513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC62,656$15.8M<0.01%+2,63013F-HR/ATimelineGroup
Asset Management Group, Inc.61,394$15.5M2.86%-72913F-HRTimeline
Atria Investments, Inc59,966$15.1M0.19%+31513F-HRTimeline
SPC Financial, Inc.59,305$14.9M1.31%+1,79513F-HRTimeline
Retirement Investment Advisors, Inc.58,472$14.7M1.49%+1,90913F-HRTimeline
Aaron Wealth Advisors LLC58,098$14.6M1.68%+2,63213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…57,182$14.4M0.21%+2,00713F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.57,119$14.4M4.03%+2,30313F-HRTimeline
CWM, LLCin group CWM, LLC57,075$14.4M0.06%+31,59113F-HRTimelineGroup
FMR LLCin group FMR LLC57,060$14.4M<0.01%+6,35313F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP56,616$14.3M0.21%+33513F-HRTimeline
Robinswood Financial LLC56,583$14.2M5.27%+10913F-HRTimeline
Adventist Health System/ West55,720$14M2.21%013F-HRTimeline
Pasadena Private Wealth, LLC54,207$13.6M2.63%+2,91213F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC52,660$13.3M1.64%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…52,337$13.2M0.43%+79113F-HRTimelineGroup
Janney Montgomery Scott LLC52,064$13.1M0.04%-6,15713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.59,316$13M0.03%-17,31213F-HRTimelineGroup
Corrigan Financial, Inc.51,725$13M2.68%+1,93813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS50,961$12.8M0.03%+1,56213F-HRTimeline
Vawter Financial, Ltd.49,348$12.4M6.96%+80813F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC49,138$12.4M2.77%+14,05213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC49,014$12.3M0.17%-2,51813F-HRTimelineGroup
RS CRUM INC.49,004$12.3M3.32%-73013F-HRTimeline
LMCG INVESTMENTS, LLC48,342$12.2M0.81%-1,41813F-HRTimeline
WESBANCO BANK INC47,465$12M0.41%+6,83213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.46,067$11.6M0.16%+38113F-HRTimelineGroup
FSA Investment Group, LLC44,250$11.1M9.48%+4,02713F-HRTimeline
Systelligence, LLC44,092$11.1M2.67%new13F-HRTimeline
Compound Planning, Inc.43,930$11.1M0.5%+38,15313F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…43,084$10.8M0.87%-12,02413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV43,068$10.8M0.02%+52213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.42,535$10.7M0.02%+1,81213F-HRTimelineGroup
Sanctuary Advisors, LLC42,115$10.6M0.07%+99213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC41,845$10.5M0.02%+15813F-HRTimelineGroup
Steward Partners Investment Advisory, L…41,370$10.4M0.09%-2,28813F-HRTimeline
Garde Capital, Inc.41,235$10.4M0.59%-1,46613F-HRTimeline
FC Advisory LLC41,157$10.4M3.5%+1,12413F-HRTimeline
Praetorian Wealth Management, Inc.40,991$10.3M2.52%+1513F-HRTimeline
Cornerstone Wealth Advisors, Inc.39,226$9.88M2.74%+59213F-HRTimeline
Performance Wealth Partners, LLC39,178$9.86M0.35%-3,15513F-HRTimeline
WP Advisors, LLC38,595$9.72M3.24%-9313F-HRTimeline
CW Advisors, LLC38,255$9.65M0.12%+4,61913F-HRTimeline
Payne Capital Management, LLC38,154$9.61M4.1%+1,34313F-HRTimeline
Avantax Planning Partners, Inc.37,187$9.36M0.33%+7,30413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC36,962$9.31M0.14%-1,35813F-HRTimeline
Jacobsen Capital Management36,656$9.23M4.01%-25713F-HRTimeline
JMAC ENTERPRISES LLC36,352$9.15M2.17%+59513F-HRTimeline
Veery Capital, LLC35,958$9.05M3.52%+1,68613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding35,947$9.05M-102Timeline
MassMutual Private Wealth & Trust, FSB34,574$8.7M0.25%-1,90313F-HRTimeline
Marion Wealth Management33,093$8.33M2.23%-64213F-HRTimeline
Clayton Financial Group LLC32,858$8.27M3.03%+1,15713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.32,774$8.25M0.05%-33813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC32,073$8.07M0.48%-75913F-HRTimeline
OneDigital Investment Advisors LLC32,045$8.07M0.1%-4,93813F-HRTimeline
FIRST AMERICAN TRUST, FSB31,807$8.01M0.74%+27,70613F-HRTimeline
Geneos Wealth Management Inc.31,377$7.9M0.12%+24,29313F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…31,200$7.86M0.07%new13F-HRTimelineGroup
Focused Wealth Management, Inc30,181$7.6M1.03%+1,31513F-HRTimeline
Fee-Only Financial Planning, L.C.30,160$7.59M5.18%-10813F-HRTimeline
RFG Advisory, LLC30,098$7.58M0.2%+1,95013F-HRTimeline
ARVEST INVESTMENTS, INC.29,992$7.55M1.19%-5613F-HRTimeline
HB Wealth Management, LLC29,991$7.55M0.06%+43613F-HRTimeline
Focus Financial Network, Inc.28,639$7.21M0.29%+42713F-HRTimeline
BLAIR WILLIAM & CO/IL28,633$7.21M0.02%-88213F-HRTimeline
Bishop & Co Investment Management, LLC28,233$7.11M2.75%-9,46313F-HRTimeline
Performa Ltd (US), LLC27,918$7.03M2.34%013F-HRTimeline
Towerpoint Wealth, LLC27,805$7M3.47%-59813F-HRTimeline
Capital Advisors Wealth Management, LLC27,366$6.89M1.22%-65113F-HRTimeline
INTEGRITY ALLIANCE, LLC.27,184$6.84M0.27%+24,82113F-HRTimeline
Waverly Advisors, LLC26,930$6.78M0.08%-1,48713F-HRTimeline
GHP Investment Advisors, Inc.26,703$6.72M0.32%-39013F-HRTimeline
Robertson Stephens Wealth Management, L…26,650$6.71M0.25%+60713F-HRTimeline
Relyea Zuckerberg Hanson LLC26,493$6.67M0.9%-95913F-HRTimeline
Cornerstone Management, Inc.26,382$6.64M1.24%+1,26213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…26,069$6.56M2.32%+2,59613F-HRTimeline
Ifrah Financial Services, Inc.26,006$6.55M1.88%-1,24113F-HRTimeline
B. Riley Wealth Advisors, Inc.25,791$6.49M0.2%-2,04813F-HRTimeline
Members Trust Co25,506$6.42M0.22%-69,30713F-HRTimeline
CX Institutional25,463$6.41M0.24%+5,76113F-HRTimeline
Arax Advisory Partners25,139$6.33M0.41%-30,26313F-HRTimeline
Kera Capital Partners, Inc.25,110$6.32M1.88%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP24,978$6.29M<0.01%-1,00613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/24,964$6.29M<0.01%+22313F-HRTimelineGroup
Quent Capital, LLC24,879$6.26M0.66%+1,27413F-HRTimeline
OLD NATIONAL BANCORP /IN/24,877$6.26M0.16%-1,55213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC24,659$6.21M3.16%+1,73413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC24,147$6.08M0.01%-23,85113F-HRTimelineGroup
SWAN Capital LLC23,932$6.03M2.78%+6,16113F-HRTimeline
Strategic Investment Advisors / MI23,630$5.95M0.63%+2,23413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…23,627$5.95M0.19%-67913F-HRTimelineGroup
SkyOak Wealth, LLC23,337$5.88M1.29%+37113F-HRTimeline
Mechanics Bank Trust Department23,247$5.85M0.8%+4,79813F-HRTimeline
Capital Management Associates, Inc23,164$5.83M1.32%+82113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,139$5.83M0.05%-38013F-HR/ATimelineGroup
Blue Investment Partners LLC23,020$5.8M2.18%-13113F-HRTimeline
Leeward Financial Partners, LLC22,096$5.56M2.08%+63713F-HRTimeline
TOWNSQUARE CAPITAL LLC21,975$5.53M0.06%+5,94213F-HRTimeline
Archford Capital Strategies, LLC21,659$5.45M0.8%-2,74313F-HRTimeline
Pinnacle Financial Partners Inc21,601$5.44M0.11%-8913F-HRTimeline
Merit Financial Group, LLC21,569$5.43M0.08%-9,17413F-HRTimeline
NFSG Corp21,402$5.39M1.31%+7,64813F-HRTimeline
Advisory Alpha, LLC21,234$5.35M0.18%+1,40513F-HR/ATimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …21,192$5.34M0.35%+12,97413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA21,075$5.31M0.03%-1,43513F-HRTimelineGroup
Wealthfront Advisers LLC20,820$5.24M0.01%+2,75813F-HRTimeline
River Wealth Advisors LLC20,732$5.22M0.73%-63413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC20,731$5.22M2.34%+1,31913F-HRTimeline
HARBOUR INVESTMENTS, INC.20,419$5.14M0.15%+1,19813F-HRTimeline
ALLIANCEBERNSTEIN L.P.20,309$5.11M<0.01%-95713F-HRTimeline
Wolff Financial Management LLC20,256$5.1M1.41%-28113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp19,829$4.99M0.15%+2,47813F-HRTimelineGroup
Texas Yale Capital Corp.19,619$4.94M0.2%-1,25513F-HRTimeline
&PARTNERS19,507$4.93M0.05%+1,97313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,349$4.87M0.17%+14513F-HRTimeline
Manchester Capital Management LLC19,205$4.84M0.59%013F-HRTimeline
Procyon Advisors, LLC19,198$4.83M0.29%+2,32213F-HRTimeline
Advisory Services Network, LLC18,966$4.77M0.09%-9,45613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,670$4.7M<0.01%-43,77913F-HRTimelineGroup
Councilor Wealth, LLC18,614$4.69M2.34%-6013F-HRTimeline
Joel Isaacson & Co., LLC18,370$4.63M0.21%+2413F-HRTimeline
Prosperity Planning, Inc.18,262$4.6M1.44%+6813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT18,253$4.6M0.08%-10213F-HRTimeline
CJM Wealth Advisers, Ltd.18,093$4.56M1.61%+1,65313F-HRTimeline
Tenret Co LLC18,072$4.55M2.76%-66613F-HRTimeline