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Disclosery

VBR VANGUARD INDEX FDS

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SHS (fund)

1,585 managers (1,595 13F filers) reported a position in VBR shares at 2024-12-31, 90,361,900 shares in all. 89 filers opened a position and 51 filers sold out during the quarter.

Managers
1,585
13F filers
1,595
New
89
Added
624
Reduced
460
Sold out
51
Shares held by filers
90,361,900

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
Goodwin Investment Advisory50,296$9.96M5.22%-3,79513F-HRTimeline
FAMILY WEALTH PARTNERS, LLC50,041$9.92M4.71%+2,47813F-HRTimeline
Iron Horse Wealth Management, LLC49,914$9.89M3.32%+1,33313F-HRTimeline
HB Wealth Management, LLC48,593$9.63M0.1%+60913F-HRTimeline
Steele Capital Management, Inc.48,293$9.57M0.5%-6013F-HRTimeline
Forbes Financial Planning, Inc.48,106$9.53M4.62%+13613F-HRTimeline
CARDIFF PARK ADVISORS, LLC48,004$9.51M0.91%-3,33913F-HRTimeline
Firestone Capital Management47,066$9.33M2.32%+7613F-HRTimeline
Veery Capital, LLC46,823$9.28M3.55%+8,04613F-HRTimeline
Flywheel Private Wealth LLC46,815$9.28M8.53%13F-HRTimeline
EP Wealth Advisors, LLC46,243$9.16M0.07%+1,71213F-HRTimeline
SHUFRO ROSE & CO LLC45,717$9.06M0.71%+5,27013F-HRTimeline
Parallel Advisors, LLC45,074$8.93M0.2%+4813F-HRTimeline
One Degree Advisors Inc43,441$8.84M3.6%+57813F-HRTimeline
Compass Ion Advisors, LLC44,261$8.77M1.04%-77113F-HRTimeline
Cambria Investment Management, L.P.43,888$8.7M0.53%-3,81513F-HRTimeline
Farther Finance Advisors, LLC43,864$8.69M0.31%+10,66513F-HRTimeline
Cornerstone Wealth Advisors, Inc.43,521$8.63M2.37%+1,95813F-HRTimeline
SAGE FINANCIAL GROUP INC42,878$8.5M0.68%+59013F-HRTimeline
OLD NATIONAL BANCORP /IN/42,514$8.43M0.2%-2,93713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT42,328$8.39M0.14%-2,65713F-HRTimeline
Ifrah Financial Services, Inc.42,304$8.38M2.32%-24913F-HRTimeline
Koshinski Asset Management, Inc.42,303$8.38M0.75%+8,57813F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC41,837$8.29M6.21%+53913F-HRTimeline
Kohmann Bosshard Financial Services, LLC41,764$8.28M0.99%-3,41213F-HRTimeline
ALLIANCEBERNSTEIN L.P.41,395$8.2M<0.01%+2,11713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.40,888$8.1M1.03%+3,07713F-HRTimeline
Alhambra Investment Management LLC40,676$8.06M4.13%+9,71013F-HRTimeline
Fortis Capital Management LLC40,432$8.01M1.49%+16713F-HRTimeline
Relyea Zuckerberg Hanson LLC40,358$8M1.08%-3,35713F-HRTimeline
Spectrum Investment Advisors, Inc.40,287$7.98M5.33%+66213F-HRTimeline
&PARTNERS39,013$7.9M0.09%+18,24813F-HRTimeline
Plum Street Advisors, LLC39,831$7.89M3.9%-2,22313F-HRTimeline
DAVENPORT & Co LLC39,734$7.87M0.05%+78813F-HRTimeline
FINANCIAL COUNSELORS INC39,409$7.81M0.11%+2813F-HRTimeline
Sterling Wealth Management, Inc.38,822$7.69M2.84%-54913F-HRTimeline
OneDigital Investment Advisors LLC38,655$7.66M0.09%+4,27013F-HRTimeline
Quent Capital, LLC38,552$7.64M0.79%-63613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC38,394$7.61M2.09%-2,07513F-HRTimeline
Eagle Strategies LLC38,148$7.56M1.31%+1,84813F-HRTimeline
Joel Isaacson & Co., LLC38,092$7.55M0.34%-71913F-HRTimeline
Nicholas Hoffman & Company, LLC.37,904$7.51M0.3%+48513F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
PrairieView Partners, LLC37,788$7.49M0.78%-1,87913F-HRTimeline
MassMutual Private Wealth & Trust, FSB37,586$7.45M0.21%-1,22913F-HRTimeline
Cornerstone Wealth Management, LLC37,245$7.38M0.5%-10,56513F-HRTimeline
SPINNAKER TRUST37,228$7.38M0.47%+5813F-HRTimeline
AE Wealth Management LLC37,067$7.35M0.06%+2,12313F-HRTimeline
COURIER CAPITAL LLC36,802$7.29M0.5%+12913F-HRTimeline
Ashton Thomas Private Wealth, LLC36,492$7.23M0.28%+3,16613F-HRTimeline
WHITTIER TRUST CO36,338$7.2M0.09%+3,81813F-HRTimeline
Aurelius Family Office LLC36,276$7.19M3.63%13F-HRTimeline
Leeward Financial Partners, LLC35,966$7.13M2.54%+1,50913F-HRTimeline
FIRST AMERICAN TRUST, FSB35,698$7.07M0.71%-48613F-HRTimeline
American Investment Services, Inc.35,589$7.05M1.25%-13513F-HR/ATimeline
Whitegate Investment Counselors, Inc.35,515$7.04M2.41%-20,44813F-HRTimeline
Arbor Wealth Advisors LLC35,407$7.02M6.25%+50913F-HRTimeline
Nabity-Jensen Investment Management Inc35,236$6.98M5.27%-2513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding35,119$6.96M+1,848Timeline
Tacita Capital Inc35,018$6.94M4.95%-4,21613F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC35,000$6.94M3.59%013F-HRTimelineGroup
Noble Family Wealth, LLC34,314$6.78M1.87%+2813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…34,170$6.77M2.56%+4,09513F-HRTimeline
Towerpoint Wealth, LLC33,844$6.71M3.29%+3913F-HRTimeline
RTD Financial Advisors, Inc.33,828$6.7M0.86%-43313F-HRTimeline
Pinnacle Financial Partners Inc33,770$6.69M0.14%+44013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …33,708$6.68M0.19%+1,48613F-HRTimelineGroup
MAYPORT, LLC33,676$6.67M1.97%+2,39313F-HRTimeline
White Lighthouse Investment Management …33,009$6.54M1.15%+73413F-HRTimeline
Advisory Alpha, LLC32,876$6.52M0.23%-32113F-HRTimeline
Quadcap Wealth Management, LLC32,841$6.51M0.96%+7213F-HRTimeline
MorganRosel Wealth Management, LLC32,828$6.51M2.13%-2113F-HRTimeline
FIRST MANHATTAN CO. LLC.32,806$6.5M0.02%-3,58313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD32,805$6.5M0.03%+80013F-HRTimelineGroup
Van Cleef Asset Management,Inc32,776$6.5M0.71%+2013F-HRTimeline
Fairway Financial, LLC32,723$6.49M5.92%13F-HRTimeline
Mission Creek Capital Partners, Inc.32,638$6.47M1.41%-10813F-HRTimeline
Cannon Financial Strategists, Inc.32,500$6.44M1.1%-8113F-HRTimeline
GeoWealth Management, LLC32,496$6.44M0.21%-2,52113F-HRTimeline
Cornerstone Management, Inc.32,392$6.42M1.24%-3,31213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC32,187$6.38M0.92%+53413F-HRTimeline
ATMOS ADVISORY, LLC31,803$6.3M4.38%+87613F-HRTimeline
Invst, LLC31,761$6.29M0.77%+58313F-HRTimeline
Pure Financial Advisors, LLC31,683$6.28M0.14%+1,95713F-HRTimeline
Cornerstone Advisory, LLC30,191$6.14M0.7%+62613F-HRTimeline
Prime Capital Investment Advisors, LLC30,402$6.02M0.09%-2,56613F-HRTimeline
Stone Summit Wealth LLC29,847$5.92M1.99%-3,20613F-HRTimeline
Chicago Partners Investment Group LLC29,580$5.87M0.2%-20913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.29,536$5.85M0.41%+3,26713F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC29,501$5.85M0.57%+73313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding29,310$5.81M+16,936Timeline
MONOGRAPH WEALTH ADVISORS, LLC29,183$5.78M0.76%-2,52313F-HRTimeline
Wealthfront Advisers LLC29,031$5.75M0.02%+71613F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding28,853$5.72M+255Timeline
TFB Advisors LLC28,818$5.71M1.63%+31613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC28,802$5.71M0.96%-94713F-HRTimeline
General Partner, Inc.28,629$5.67M3.42%+16213F-HRTimeline
Creekside Partners28,509$5.65M2.93%+3513F-HRTimeline
Tenret Co LLC27,597$5.47M3.44%+36013F-HRTimeline
CX Institutional27,525$5.46M0.22%+5,45113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,525$5.45M<0.01%+1,66313F-HRTimelineGroup
Sharper & Granite LLC27,502$5.45M2.4%+70413F-HRTimeline
Columbus Macro, LLC27,477$5.45M0.76%+17,51213F-HRTimeline
Goepper Burkhardt LLC26,910$5.33M2.17%-2,55113F-HRTimeline
Ausdal Financial Partners, Inc.26,568$5.27M0.45%+74613F-HRTimeline
Manchester Capital Management LLC26,442$5.24M0.61%013F-HRTimeline
Chemistry Wealth Management LLC26,325$5.22M1.22%-1,96913F-HRTimeline
Avidian Wealth Enterprises, LLC26,313$5.21M0.23%-69813F-HRTimeline
Willis Investment Counsel26,269$5.21M0.34%+1,74013F-HRTimeline
First Horizon Advisors, Inc.26,268$5.21M0.15%-16,17513F-HRTimeline
Ackerman Capital Advisors, LLC26,141$5.18M1.36%+6413F-HRTimeline
Wrenne Financial Planning LLC26,101$5.17M2.94%-6313F-HRTimeline
Everhart Financial Group, Inc.25,917$5.14M1.06%+46413F-HRTimeline
Choate Investment Advisors25,852$5.12M0.12%+99013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC25,791$5.11M3.57%+69813F-HRTimeline
LAM GROUP, INC.25,520$5.06M3.61%-1013F-HRTimeline
Rockbridge Investment Management, LCC25,396$5.03M0.65%-2,36713F-HRTimeline
Facet Wealth, Inc.24,672$5.02M0.13%-27,09013F-HRTimeline
Bangor Savings Bank25,238$5M0.47%-18013F-HRTimeline
Elite Financial, Inc.25,157$4.99M2.7%13F-HRTimeline
Mainsail Financial Group, LLC25,153$4.98M2.89%+80513F-HRTimeline
CGN Advisors LLC25,086$4.97M0.48%-12413F-HRTimeline
Truepoint, Inc.25,078$4.97M0.13%-14713F-HRTimeline
Arax Advisory Partners24,888$4.93M0.31%+85213F-HRTimeline
LifePlan Investment Advisors, Inc.24,878$4.93M3.05%-86413F-HRTimeline
TRUST POINT INC.24,837$4.92M0.34%-4,72013F-HRTimeline
Perigon Wealth Management, LLC23,960$4.88M0.12%+1,28513F-HRTimeline
Lutz Financial Services LLC24,612$4.88M0.39%-14613F-HRTimeline
Ervin Investment Management, LLC24,517$4.86M3.14%-67913F-HRTimeline
Barry Investment Advisors, LLC24,486$4.85M1.56%+43013F-HRTimeline
NWAM LLC24,450$4.85M0.3%-68313F-HRTimeline
Cambridge Financial Group, LLC24,442$4.84M2.07%-83913F-HRTimeline
Bay Rivers Group24,033$4.76M2.31%+1,06113F-HRTimeline
CSM Advisors, LLC24,004$4.76M0.22%+5,60013F-HR/ATimeline
B. Riley Wealth Advisors, Inc.23,796$4.72M0.15%-1,29313F-HRTimeline
Lansing Street Advisors23,753$4.71M1.64%-1,01013F-HRTimeline
IHT Wealth Management, LLC23,657$4.69M0.15%-9613F-HRTimeline
Glass Jacobson Investment Advisors llc23,611$4.68M1.54%-53213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Zeit Capital LLC22,657$4.65M3.57%+6,28213F-HRTimeline
Sigma Planning Corp23,408$4.64M0.15%+30713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK23,389$4.64M0.03%+39913F-HRTimelineGroup
BRIGHTON JONES LLC23,239$4.61M0.13%+44413F-HR/ATimeline
Thrive Capital Management, LLC23,179$4.59M2.11%+11,56013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.22,768$4.51M0.54%-51413F-HRTimeline
E&G Advisors, LLC22,658$4.49M1.22%+2,91413F-HRTimeline
Kathleen S. Wright Associates Inc.22,482$4.46M1.86%+4613F-HRTimeline
Alpha Omega Wealth Management LLC22,473$4.45M0.84%+28213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,364$4.43M<0.01%+20,18613F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL22,353$4.43M1.74%+68013F-HRTimeline
Integrated Wealth Concepts LLC22,101$4.38M0.05%+97513F-HRTimeline
Tortoise Investment Management, LLC21,989$4.36M0.46%-5913F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,897$4.34M0.15%+2,73013F-HRTimelineGroup
Bluespring Wealth Management, LLC21,628$4.29M0.44%-5713F-HRTimeline
Archford Capital Strategies, LLC21,528$4.27M0.64%-10,68913F-HRTimeline
RFG Advisory, LLC21,455$4.25M0.12%+50313F-HRTimeline
TOWNSQUARE CAPITAL LLC21,257$4.21M0.05%+90413F-HRTimeline
PFG Advisors21,175$4.2M0.26%-22013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP21,143$4.19M0.03%+81613F-HRTimelineGroup
SWAN Capital LLC21,002$4.16M2.03%-5,17013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,975$4.16M0.09%-2,92213F-HRTimeline
Evergreen Wealth Management, LLC20,929$4.15M2.45%+70813F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC20,879$4.14M2.93%+29113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC20,799$4.12M3.79%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,700$4.1M<0.01%-7,00813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management20,676$4.1M0.06%+4,62313F-HRTimelineGroup
Advisors Capital Management, LLC20,632$4.09M0.06%+30313F-HRTimeline
Stokes Family Office, LLC20,565$4.08M0.44%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding20,482$4.06M+1,285Timeline
Beaumont Asset Management, L.L.C.20,327$4.03M2.33%-26513F-HRTimeline
Kraft, Davis & Associates, LLC19,957$4.02M1.15%+1,26813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,226$4.01M0.12%+1,05813F-HRTimelineGroup
IEQ CAPITAL, LLC20,184$4M0.04%+11,50113F-HRTimeline
Valeo Financial Advisors, LLC27,185$3.99M0.11%-1,38613F-HRTimeline
FDx Advisors, Inc.19,836$3.93M1.15%-1,48613F-HRTimeline
Rialto Wealth Management, LLC19,641$3.89M1.29%13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding19,861$3.88M-722Timeline
Index Fund Advisors, Inc.19,549$3.87M0.21%+1213F-HRTimeline
TriaGen Wealth Management LLC19,461$3.86M1.3%+17713F-HRTimeline
Martel Wealth Advisors LLC19,288$3.82M0.75%-71913F-HRTimeline
Clearstead Advisors, LLC19,259$3.82M0.06%+1,23613F-HRTimeline
FUTURE YOU WEALTH LLC19,030$3.77M2.67%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18,957$3.76M<0.01%-4,22813F-HRTimelineGroup
Obsido Oy18,954$3.76M3.38%13F-HRTimeline
Northeast Financial Consultants Inc18,950$3.76M0.16%013F-HRTimeline
SCOTIA CAPITAL INC.18,837$3.73M0.02%+50413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…18,836$3.73M1.16%+9,05013F-HRTimeline
BIP Wealth, LLC18,716$3.71M0.25%+1,25913F-HRTimeline
Integrity Wealth Solutions LLC18,646$3.7M2.07%-33113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC18,549$3.68M0.5%+3,77313F-HRTimeline
Stark Wealth Management LLC18,478$3.66M2.7%13F-HRTimeline
CULBERTSON A N & CO INC18,254$3.62M0.58%+1,37013F-HRTimeline
UMB Bank, n.a.18,122$3.59M0.06%-27513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
3Chopt Investment Partners, LLC18,084$3.58M1.23%+1,22713F-HRTimeline
PITTENGER & ANDERSON INC18,055$3.58M0.13%013F-HRTimeline
Avantax Planning Partners, Inc.18,040$3.58M0.13%-77113F-HRTimeline
WARNER FINANCIAL, INC17,978$3.56M1.53%+1,14413F-HRTimeline
Woodward Financial Advisors, Inc.17,952$3.56M1.76%-33813F-HRTimeline
Cranbrook Wealth Management, LLC17,942$3.56M0.82%-23713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …17,868$3.54M0.06%-9213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…17,861$3.54M0.09%+87313F-HRTimelineGroup
THEORY FINANCIAL LLC17,853$3.54M1.48%+35713F-HRTimeline