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Disclosery

VBR VANGUARD INDEX FDS

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SHS (fund)

1,747 managers (1,763 13F filers) reported a position in VBR shares at 2026-06-30, 85,942,446 shares in all. 108 filers opened a position and 56 filers sold out during the quarter.

Managers
1,747
13F filers
1,763
New
108
Added
646
Reduced
661
Sold out
56
Shares held by filers
85,942,446

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,679,532$3.32B0.21%+278,53813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,872,925$1.18B2.04%+793,92413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,863,641$939M0.05%+46,98413F-HRTimelineGroup
Betterment LLC2,812,964$684M1.16%-104,16413F-HRTimeline
ASPIRIANT, LLC1,745,538$424M10.47%+6,00913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,676,389$407M0.07%-13,62313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,595,673$388M-19,685Timeline
LPL Financial LLC1,544,049$375M0.08%+62,83913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,515,431$368M0.32%+28,87013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,472,222$358M-15,999Timeline
CAPTRUST FINANCIAL ADVISORS1,294,112$314M0.48%+4,19213F-HRTimeline
Cetera Investment Advisers1,201,689$292M0.27%+36,83613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,035,273$251M0.1%+50,82913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,025,471$249M0.07%+2,04613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding948,298$230M-12,934Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.854,208$208M0.24%+44,95013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…844,489$205M0.1%-1,82013F-HRTimelineGroup
CHOREO, LLC815,364$198M2.17%-6,67213F-HRTimeline
Savant Capital, LLC794,000$188M0.55%+515,96613F-HRTimeline
HighTower Advisors, LLC761,123$185M0.18%-9,83913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO702,244$171M0.01%-50,38113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC675,077$164M0.03%-31113F-HRTimelineGroup
TIAAgroup of 4 filers holding669,510$163M-29,481Timeline
Allworth Financial LP658,265$160M0.68%-159,40713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC639,128$155M0.45%+481,97213F-HRTimelineGroup
MATHER GROUP, LLC.626,525$152M1.33%-2,97413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC550,938$134M0.17%-12,19713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC538,661$131M0.82%+21,12613F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC535,469$130M1.25%+12,66113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC509,083$124M0.92%+13,76913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA485,216$118M0.02%+2,69913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC474,531$115M0.12%+97413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…468,410$114M0.17%+4,13813F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…463,142$113M6.36%+32313F-HRTimelineGroup
Retirement Investment Advisors, Inc.398,418$96.3M6.87%+4,45913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…385,819$93.8M0.05%+6,02613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/382,947$93.1M0.03%+8,86613F-HRTimelineGroup
Retirement Systems of Alabama382,480$92.9M0.28%013F-HRTimeline
JMG Financial Group, Ltd.379,798$92.3M2.23%-12,41213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP367,336$89.3M0.07%-3,88813F-HRTimelineGroup
Creative Planningin group Creative Planning341,900$83.1M0.05%+26,80013F-HRTimelineGroup
Modera Wealth Management, LLC331,750$80.6M0.86%-7,47713F-HRTimeline
Mokosak Advisory Group, LLC327,918$79.7M17.26%+3,42413F-HRTimeline
Cresset Asset Management, LLC324,328$78.8M0.29%+7,20113F-HRTimeline
Rodgers & Associates, LTD322,177$78.3M7.11%+4,82613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…317,453$76.8M0.13%-7,06913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…302,916$73.6M0.82%+29,18313F-HRTimelineGroup
1832 Asset Management L.P.297,518$72.3M0.09%+11213F-HRTimeline
Bragg Financial Advisors, Inc290,690$70.6M1.89%-5,67013F-HRTimeline
Mason Investment Advisory Services, Inc.282,251$68.6M2.61%-78413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding266,390$64.7M-8,042Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC261,253$63.5M0.01%-2,67113F-HRTimelineGroup
Financial Advisory Corp258,499$62.8M8.33%-26,19213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…258,163$62.7M0.35%-13,17813F-HRTimelineGroup
BAILARD, INC.257,473$62.6M1.27%+3,78913F-HRTimeline
Everhart Financial Group, Inc.255,385$62.1M3.97%+198,98913F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding248,766$60.4M-20,618Timeline
Discipline Wealth Solutions, LLC247,996$60.3M5.26%+10,27213F-HRTimeline
WIT, LLC242,389$58.9M0.94%-7,77813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding237,899$57.8M-1,497Timeline
THOMPSON SIEGEL & WALMSLEY LLC235,903$57.3M1.03%-1,92413F-HRTimeline
Zhang Financial LLC226,097$54.9M1.6%-45913F-HRTimeline
Summit Financial, LLC223,617$54.3M0.6%+7,78613F-HRTimeline
Abacus Planning Group, Inc.221,445$53.8M6.65%+8,89413F-HRTimeline
Wealthspire Advisors, LLC217,250$52.8M0.29%+11,94013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP210,635$51.2M0.07%-129,20613F-HR/ATimelineGroup
Opal Wealth Advisors, LLC199,493$48.5M10.47%+1,40513F-HRTimeline
Beacon Pointe Advisors, LLC196,061$47.6M0.22%+16,69013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\187,984$45.7M0.05%+11,87713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC187,080$45.5M0.09%+13,11613F-HRTimeline
Foster Group, Inc.184,812$44.9M1.19%-1,98213F-HRTimeline
Comprehensive Financial Management LLC184,376$44.8M1.47%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV181,462$44.1M0.05%+78213F-HR/ATimeline
Cambridge Investment Research Advisors,…176,809$43M0.1%+97213F-HR/ATimeline
Sanctuary Advisors, LLC174,818$42.5M0.2%+5,51713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP170,343$41.4M0.05%-77,79713F-HRTimelineGroup
FMR LLCin group FMR LLC167,237$40.6M<0.01%+7,25713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.160,911$39.1M0.05%+8,93513F-HRTimelineGroup
NewEdge Advisors, LLC158,217$38.4M0.11%+4,28213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.155,199$37.7M0.23%+3,41513F-HRTimelineGroup
Strategies Wealth Advisors, LLC152,687$37.1M3.32%-22,25113F-HRTimeline
Asset Management Group, Inc.150,058$36.5M5.34%-2,60513F-HRTimeline
Marotta Asset Management147,806$35.9M5.97%+3913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC146,704$35.6M7.34%-10,61913F-HRTimeline
Waldron Private Wealth LLC144,689$35.2M1.22%-12,56313F-HRTimeline
Aaron Wealth Advisors LLC142,094$34.5M1.75%-8,88313F-HRTimeline
Northwest Quadrant Wealth Management, L…139,983$34M6.3%+3,48313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co139,326$33.9M<0.01%-3,29413F-HRTimelineGroup
Grove Street Fiduciary, LLC134,962$32.8M13.85%-2,72013F-HRTimeline
Verus Financial Partners, Inc.132,360$32.2M2.75%-2,31113F-HRTimeline
25 LLC131,378$31.9M8.74%-513F-HRTimeline
Empirical Financial Services, LLC d.b.a…131,099$31.9M0.47%+2,60613F-HRTimeline
Grey Fox Wealth Advisors, LLC130,298$31.7M4.97%+6,51413F-HRTimeline
Wealth Architects, LLC129,165$31.4M2.48%-2,55713F-HRTimeline
Merit Financial Group, LLC127,220$30.9M0.19%-14,17513F-HR/ATimeline
Brickley Wealth Management126,040$30.6M4.4%+1,21313F-HRTimeline
&PARTNERS125,363$30.5M0.13%+19,83413F-HRTimeline
BHK Investment Advisors, LLC124,520$30.3M9.04%-79613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers117,555$28.6M0.03%-42,83213F-HRTimelineGroup
McAdam, LLC116,187$28.2M1.09%-17,34813F-HRTimeline
Plante Moran Financial Advisors, LLC116,033$28.2M1.31%-14,74313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.114,681$27.9M4.65%+6,80913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC114,613$27.8M0.2%+11,27613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…114,125$27.7M0.05%+67,33213F-HRTimelineGroup
Performa Ltd (US), LLC111,091$27M4.36%+12,53813F-HRTimeline
World Investment Advisors122,757$26.9M0.44%-46413F-HRTimeline
OpenArc Corporate Advisory, LLC108,531$26.4M0.31%+10,96013F-HRTimeline
Strategic Investment Advisors / MI107,366$26.1M1.58%+1,99613F-HRTimeline
Silver Coast Investments LLC105,958$25.7M7.67%-2,01713F-HRTimeline
Atria Investments, Inc105,469$25.6M0.26%+7,88013F-HRTimeline
HILLMAN CO104,335$25.4M8.97%+25,92913F-HRTimeline
Pasadena Private Wealth, LLC102,774$25M3.19%+1,20413F-HRTimeline
Partners in Financial Planning99,603$24.2M3.67%-2,28613F-HRTimeline
E&R Wealth Management, LLC99,405$24.2M20.49%+8,95413F-HRTimeline
PDS Planning, Inc97,954$23.8M1.38%-1,11413F-HRTimeline
TrueWealth Financial Partners95,773$23.3M9.62%+1,06613F-HRTimeline
Avion Wealth95,456$23.2M4.32%+48513F-HRTimeline
Retirement Planning Group, LLC91,469$22.2M0.56%+84,84713F-HRTimeline
Avior Wealth Management, LLC90,711$22M0.58%-3,25713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC89,148$21.7M0.01%+2,36313F-HRTimelineGroup
Janney Montgomery Scott LLC88,819$21.6M0.04%+33,82113F-HRTimeline
Brooklyn FI, LLC88,025$21.5M3.92%+2,50913F-HRTimeline
MAI Capital Management87,560$21.3M0.08%+8,95713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC86,349$21M0.19%+2,94413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA84,814$20.6M0.09%-1,28513F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC84,066$20.4M4.91%+1,67513F-HRTimeline
Robinswood Financial LLC82,608$20.1M5.75%+3,21713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC81,368$19.8M2.26%-18,72413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC80,770$19.6M3.01%+1,58413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…79,492$19.3M0.64%+3,19113F-HRTimelineGroup
HB Wealth Management, LLC79,220$19.2M0.11%+15,64513F-HRTimeline
St. Louis Trust Co4,959$19.1M2.31%013F-HRTimeline
Black Diamond Financial, LLC78,049$19M1.67%+4,01413F-HRTimeline
Meridian Wealth Management, LLC77,936$18.9M0.59%+1,98313F-HRTimeline
D.A. DAVIDSON & CO.77,528$18.8M0.1%-1,94713F-HRTimeline
LMG Wealth Partners, LLC76,108$18.5M2.96%+50913F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC75,052$18.2M3.08%-4,13413F-HRTimeline
Arax Advisory Partners74,105$18M0.12%-13,88413F-HRTimeline
Family CFO Inc73,425$17.8M6.87%-79513F-HRTimeline
Steward Partners Investment Advisory, L…73,339$17.8M0.09%-32313F-HRTimeline
ARVEST INVESTMENTS, INC.73,201$17.8M2.15%+2,07913F-HRTimeline
Sequoia Financial Advisors, LLC70,397$17.1M0.09%-1,64313F-HRTimeline
Tradition Wealth Management, LLC70,187$17.1M1.04%+59613F-HRTimeline
Checchi Capital Advisers, LLC68,723$16.7M1.06%-22,55413F-HRTimeline
Traveka Wealth, LLC68,288$16.6M5.52%-67413F-HRTimeline
Baltimore-Washington Financial Advisors…67,900$16.5M0.62%+2,50713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.67,802$16.5M0.16%-1,52213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL67,544$16.4M0.04%+8,33813F-HRTimeline
Texas Yale Capital Corp.67,451$16.4M0.36%+113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP66,949$16.3M0.19%-1,28813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.64,781$16.2M0.02%+2,29513F-HRTimelineGroup
Steele Capital Management, Inc.66,141$16.1M0.59%-4,57313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC65,695$16M1.68%+12813F-HRTimeline
Compound Planning, Inc.65,686$16M0.42%+5,12813F-HRTimeline
FIDUCIENT ADVISORS LLC65,357$15.9M2.27%+6,23213F-HRTimeline
UMB Bank, n.a.64,840$15.8M0.2%-3,21313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Payne Capital Management, LLC64,545$15.7M4.18%+1,07313F-HRTimeline
Flywheel Private Wealth LLC64,484$15.7M7.72%+4,24313F-HRTimeline
Jacobsen Capital Management64,231$15.6M4.56%+9613F-HRTimeline
Advisory Services Network, LLC63,065$15.3M0.17%+62913F-HRTimeline
BancFirst Trust & Investment Management62,754$15.2M6.43%-3,06013F-HRTimeline
Apella Capital, LLC62,058$15M0.21%-1,97013F-HRTimeline
Weinberger Asset Management, Inc61,043$14.9M4.79%+77313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC60,849$14.8M0.18%-65013F-HRTimeline
JMAC ENTERPRISES LLC60,571$14.7M2.48%-16713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC59,556$14.5M0.28%-5,87713F-HRTimelineGroup
Coastline Trust Co59,350$14.4M1.28%-2913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Synergies Wealth Advisors, In…58,878$14.3M1.21%-20613F-HRTimeline
Quantinno Capital Management LP58,628$14.2M0.02%+9,37513F-HRTimeline
HARBOUR INVESTMENTS, INC.57,968$14.1M0.19%+51813F-HRTimeline
Pure Financial Advisors, LLC57,812$14M0.18%-1,10313F-HRTimeline
Eagle Strategies LLC57,636$14M1.39%-53313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp57,611$14M<0.01%-4,48213F-HRTimelineGroup
Veery Capital, LLC57,527$14M3.75%+1,41413F-HRTimeline
Praetorian Wealth Management, Inc.57,440$14M2.41%+22513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…57,438$14M3.54%+85813F-HRTimeline
Peak Retirement Planning, Inc.56,505$13.7M2.17%+6,29313F-HRTimeline
Center for Financial Planning, Inc.56,015$13.6M1.27%+25113F-HRTimeline
Capital Advantage, Inc.55,290$13.4M1.64%+85913F-HRTimeline
Inlight Wealth Management, LLC55,104$13.4M4.26%+8,13313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…54,237$13.2M0.11%+3,43313F-HRTimelineGroup
Firestone Capital Management54,147$13.2M2.45%+2,06113F-HRTimeline
Forbes Financial Planning, Inc.53,767$13.1M7.01%-31213F-HRTimeline
Kohmann Bosshard Financial Services, LLC52,563$12.8M1.08%+80813F-HRTimeline
Gladwyn Financial Advisors, Inc.52,261$12.7M7.94%+1,23113F-HRTimeline
Sepio Capital, LP52,223$12.7M0.64%-62513F-HRTimeline
Oath Planning, LLC51,947$12.6M9.37%+5,65313F-HRTimeline
Fee-Only Financial Planning, L.C.51,858$12.6M6.75%-67913F-HRTimeline
Lansing Street Advisors51,593$12.5M2.67%+14213F-HRTimeline
Private Advisor Group, LLC51,111$12.4M0.06%-50,61913F-HRTimeline
One Degree Advisors Inc51,012$12.4M2.76%+64013F-HRTimeline
Balance Wealth Partners LLC50,737$12.3M3.28%+1,67713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp50,727$12.3M0.04%+6,73813F-HRTimelineGroup
CLEAR WAVE WEALTH MANAGEMENT LLC49,775$12.1M2.69%+86913F-HRTimeline
MAYPORT, LLC49,609$12.1M1.87%+1,43413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC49,560$12M0.88%-7,03513F-HRTimeline
Joel Isaacson & Co., LLC49,341$12M0.35%+10913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.48,944$11.9M1.3%+8,66113F-HR/ATimeline
AE Wealth Management LLC48,902$11.9M0.06%+1,86713F-HRTimeline
Advisory Alpha, LLC48,560$11.8M0.29%+2,77513F-HRTimeline