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Disclosery

VBR VANGUARD INDEX FDS

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SHS (fund)

1,526 managers (1,535 13F filers) reported a position in VBR shares at 2025-03-31, 87,608,078 shares in all. 71 filers opened a position and 119 filers sold out during the quarter.

Managers
1,526
13F filers
1,535
New
71
Added
595
Reduced
580
Sold out
119
Shares held by filers
87,608,078

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
CARDIFF PARK ADVISORS, LLC46,624$8.69M0.84%-1,38013F-HRTimeline
Parallel Advisors, LLC45,680$8.51M0.19%+60613F-HRTimeline
SHUFRO ROSE & CO LLC45,161$8.41M0.66%-55613F-HRTimeline
SAGE FINANCIAL GROUP INC44,966$8.38M0.68%+2,08813F-HRTimeline
EP Wealth Advisors, LLC44,829$8.35M0.07%-1,41413F-HRTimeline
Cornerstone Wealth Advisors, Inc.44,449$8.28M2.3%+92813F-HRTimeline
One Degree Advisors Inc44,168$8.23M3.39%+72713F-HRTimeline
PrairieView Partners, LLC43,253$8.06M0.84%+5,46513F-HRTimeline
DAVENPORT & Co LLC42,944$8M0.05%+3,21013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT42,086$7.84M0.13%-24213F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC42,035$7.83M5.94%+19813F-HRTimeline
Ifrah Financial Services, Inc.41,327$7.7M2.21%-97713F-HRTimeline
Spectrum Investment Advisors, Inc.41,268$7.69M4.96%+98113F-HRTimeline
Kohmann Bosshard Financial Services, LLC41,037$7.64M0.9%-72713F-HRTimeline
ALLIANCEBERNSTEIN L.P.41,005$7.64M<0.01%-39013F-HRTimeline
Pinnacle Financial Partners Inc40,882$7.62M0.15%+7,11213F-HRTimeline
OLD NATIONAL BANCORP /IN/40,783$7.6M0.2%-1,73113F-HRTimeline
FIRST AMERICAN TRUST, FSB40,501$7.54M0.69%+4,80313F-HRTimeline
Atria Wealth Solutions, Inc.40,273$7.5M0.09%-10,28713F-HRTimeline
Eagle Strategies LLC40,211$7.49M1.3%+2,06313F-HRTimeline
Compass Ion Advisors, LLC40,154$7.48M0.88%-4,10713F-HRTimeline
Plum Street Advisors, LLC39,621$7.38M3.56%-21013F-HRTimeline
Farther Finance Advisors, LLC39,358$7.35M0.19%-4,50613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.39,383$7.34M0.92%-1,50513F-HRTimeline
FINANCIAL COUNSELORS INC39,350$7.33M0.11%-5913F-HRTimeline
Relyea Zuckerberg Hanson LLC39,240$7.31M0.98%-1,11813F-HRTimeline
Fortis Capital Management LLC38,814$7.23M1.41%-1,61813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…38,731$7.21M2.56%+4,56113F-HRTimeline
AE Wealth Management LLC38,320$7.14M0.06%+1,25313F-HRTimeline
Joel Isaacson & Co., LLC38,280$7.13M0.32%+18813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC38,003$7.08M0.01%-40,33913F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC37,790$7.04M1.9%-60413F-HRTimeline
Cornerstone Wealth Management, LLC37,588$7M0.47%+34313F-HRTimeline
Quent Capital, LLC37,484$6.98M0.73%-1,06813F-HRTimeline
Nicholas Hoffman & Company, LLC.37,484$6.98M0.27%-42013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Ashton Thomas Private Wealth, LLC37,434$6.97M0.27%+94213F-HRTimeline
COURIER CAPITAL LLC37,223$6.93M0.45%+42113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC37,217$6.93M0.01%-42,99913F-HRTimelineGroup
SPINNAKER TRUST37,115$6.91M0.45%-11313F-HRTimeline
Leeward Financial Partners, LLC36,935$6.88M2.57%+96913F-HRTimeline
MAYPORT, LLC36,919$6.88M1.9%+3,24313F-HRTimeline
Koshinski Asset Management, Inc.36,421$6.78M0.58%-5,88213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS36,400$6.78M0.01%+15,70013F-HRTimelineGroup
WHITTIER TRUST CO36,154$6.74M0.09%-18413F-HRTimeline
Prime Capital Investment Advisors, LLC35,987$6.7M0.08%+5,58513F-HRTimeline
CX Institutional35,917$6.69M0.25%+8,39213F-HRTimeline
Arbor Wealth Advisors LLC35,610$6.63M5.92%+20313F-HRTimeline
MassMutual Private Wealth & Trust, FSB35,482$6.61M0.19%-2,10413F-HRTimeline
RTD Financial Advisors, Inc.35,406$6.6M0.89%+1,57813F-HRTimeline
Aurelius Family Office LLC35,279$6.57M3.33%-99713F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding35,184$6.55M+65Timeline
Nabity-Jensen Investment Management Inc35,143$6.55M5.2%-9313F-HRTimeline
Noble Family Wealth, LLC35,023$6.52M1.8%+70913F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC35,000$6.52M3.51%013F-HRTimelineGroup
White Lighthouse Investment Management …34,313$6.39M1.14%+1,30413F-HRTimeline
Towerpoint Wealth, LLC34,249$6.38M3.16%+40513F-HRTimeline
Tacita Capital Inc33,883$6.31M4.55%-1,13513F-HRTimeline
Whitegate Investment Counselors, Inc.33,679$6.27M2.23%-1,83613F-HRTimeline
Cannon Financial Strategists, Inc.33,496$6.24M1.07%+99613F-HRTimeline
Fairway Financial, LLC33,436$6.23M5.65%+71313F-HRTimeline
OneDigital Investment Advisors LLC33,314$6.21M0.07%-5,34113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management32,792$6.11M0.98%13F-HRTimelineGroup
ATMOS ADVISORY, LLC32,694$6.09M4.09%+89113F-HRTimeline
Merit Financial Group, LLC32,643$6.08M0.09%-21,99213F-HRTimeline
Van Cleef Asset Management,Inc32,516$6.06M0.68%-26013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC32,412$6.04M0.86%+22513F-HRTimeline
MorganRosel Wealth Management, LLC32,271$6.01M1.82%-55713F-HRTimeline
American Investment Services, Inc.31,882$5.94M1.05%-3,70713F-HRTimeline
Cornerstone Management, Inc.31,504$5.87M1.1%-88813F-HRTimeline
Wealthfront Advisers LLC31,253$5.82M0.02%+2,22213F-HRTimeline
Chicago Partners Investment Group LLC31,787$5.81M0.19%+2,20713F-HRTimeline
GeoWealth Management, LLC30,932$5.76M0.23%-1,56413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.30,824$5.74M0.41%+1,28813F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD30,560$5.69M0.03%-2,24513F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.30,471$5.68M0.02%-2,33513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC30,453$5.67M0.56%+95213F-HRTimeline
Quadcap Wealth Management, LLC30,165$5.62M0.82%-2,67613F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC29,959$5.58M1.91%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …29,910$5.57M0.15%-3,79813F-HRTimelineGroup
Everhart Financial Group, Inc.29,689$5.53M0.76%+3,77213F-HRTimeline
KPP Advisory Services LLC29,643$5.52M1.05%+22,24013F-HRTimeline
TRUST POINT INC.29,580$5.51M0.5%+4,74313F-HRTimeline
Verity Asset Management, Inc.29,240$5.45M2.22%+14,79913F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC29,183$5.44M0.74%013F-HRTimeline
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …28,988$5.4M0.05%-30,16213F-HRTimelineGroup
Columbus Macro, LLC28,969$5.4M0.71%+1,49213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC28,794$5.36M0.89%-813F-HRTimeline
Advisory Alpha, LLC28,792$5.36M0.18%-4,08413F-HR/ATimeline
Stone Summit Wealth LLC28,772$5.36M1.82%-1,07513F-HRTimeline
Willis Investment Counsel28,748$5.36M0.36%+2,47913F-HRTimeline
Ausdal Financial Partners, Inc.28,621$5.33M0.4%+2,05313F-HRTimeline
Sharper & Granite LLC28,606$5.33M2.2%+1,10413F-HRTimeline
Creekside Partners28,365$5.28M2.77%-14413F-HRTimeline
Wrenne Financial Planning LLC28,350$5.28M2.81%+2,24913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding28,178$5.25M-675Timeline
TFB Advisors LLC28,138$5.24M1.51%-68013F-HRTimeline
Elite Financial, Inc.28,098$5.23M2.77%+2,94113F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC27,560$5.13M3.51%+1,76913F-HRTimeline
Choate Investment Advisors27,525$5.13M0.13%+1,67313F-HRTimeline
INTEGRITY ALLIANCE, LLC.27,512$5.13M0.2%+24,83713F-HRTimeline
Cornerstone Advisory, LLC28,074$5.11M0.6%-2,11713F-HRTimeline
SWAN Capital LLC27,418$5.11M2.36%+6,41613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…26,973$5.08M0.01%-33,36213F-HR/ATimelineGroup
Kera Capital Partners, Inc.26,903$5.01M1.49%new13F-HRTimeline
Mainsail Financial Group, LLC26,542$4.94M2.8%+1,38913F-HRTimeline
Chemistry Wealth Management LLC26,528$4.94M1.15%+20313F-HRTimeline
Manchester Capital Management LLC26,442$4.93M0.6%013F-HRTimeline
Arax Advisory Partners26,390$4.92M0.32%+1,50213F-HRTimeline
Ackerman Capital Advisors, LLC26,260$4.89M1.29%+11913F-HRTimeline
Pinnacle Financial Group, LLC / IL26,248$4.89M1.78%+3,89513F-HRTimeline
Tenret Co LLC25,809$4.81M2.92%-1,78813F-HRTimeline
Avidian Wealth Enterprises, LLC25,754$4.8M0.21%-55913F-HRTimeline
LifePlan Investment Advisors, Inc.25,719$4.79M2.76%+84113F-HRTimeline
TOWNSQUARE CAPITAL LLC25,625$4.77M0.05%+4,36813F-HRTimeline
LAM GROUP, INC.25,470$4.74M3.49%-5013F-HRTimeline
NWAM LLC25,241$4.7M0.4%+79113F-HRTimeline
Glass Jacobson Investment Advisors llc23,611$4.68M1.54%013F-HRTimeline
Elgethun Capital Management24,919$4.64M1.04%+7,11113F-HRTimeline
Goepper Burkhardt LLC24,796$4.62M1.85%-2,11413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP24,748$4.61M<0.01%-2,77713F-HRTimelineGroup
Falcon Wealth Planning24,747$4.61M0.51%+6,94513F-HRTimeline
First Horizon Advisors, Inc.24,644$4.59M0.13%-1,62413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management24,566$4.58M0.07%+3,89013F-HRTimelineGroup
Barry Investment Advisors, LLC24,521$4.57M1.21%+3513F-HRTimeline
Truepoint, Inc.24,509$4.57M0.12%-56913F-HRTimeline
Alpha Omega Wealth Management LLC24,360$4.54M0.87%+1,88713F-HRTimeline
Ervin Investment Management, LLC24,350$4.54M3.06%-16713F-HRTimeline
Lutz Financial Services LLC24,235$4.51M0.37%-37713F-HRTimeline
Rockbridge Investment Management, LCC24,234$4.51M0.53%-1,16213F-HRTimeline
Zeit Capital LLC24,114$4.49M3.46%+1,45713F-HRTimeline
Lansing Street Advisors24,050$4.48M1.5%+29713F-HRTimeline
Perigon Wealth Management, LLC23,976$4.47M0.11%+1613F-HRTimeline
CGN Advisors LLC23,586$4.39M0.43%-1,50013F-HRTimeline
PFG Advisors23,555$4.39M0.25%+2,38013F-HRTimeline
Bay Rivers Group23,431$4.36M2.29%-60213F-HRTimeline
RFG Advisory, LLC23,387$4.36M0.12%+1,93213F-HRTimeline
E&G Advisors, LLC23,395$4.36M1.23%+73713F-HRTimeline
Bangor Savings Bank23,228$4.33M0.41%-2,01013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK23,121$4.31M0.03%-26813F-HRTimelineGroup
Sigma Planning Corp23,080$4.3M0.14%-32813F-HRTimeline
Peak Retirement Planning, Inc.22,972$4.28M2.37%+5,71513F-HRTimeline
BIP Wealth, LLC22,971$4.28M0.28%+4,25513F-HRTimeline
Cambridge Financial Group, LLC22,934$4.26M1.81%-1,50813F-HRTimeline
BRIGHTON JONES LLC22,631$4.22M0.14%-60813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.22,577$4.21M0.53%-19113F-HRTimeline
IEQ CAPITAL, LLC22,504$4.19M0.03%+2,32013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding22,484$4.19M+2,002Timeline
IHT Wealth Management, LLC22,478$4.19M0.13%-1,17913F-HRTimeline
B. Riley Wealth Advisors, Inc.22,022$4.1M0.12%-1,77413F-HRTimeline
Archford Capital Strategies, LLC21,982$4.09M0.6%+45413F-HRTimeline
Tortoise Investment Management, LLC21,965$4.09M0.43%-2413F-HR/ATimeline
Integrated Wealth Concepts LLC21,725$4.05M0.05%-37613F-HRTimeline
Kathleen S. Wright Associates Inc.21,518$4.01M1.66%-96413F-HRTimeline
Valeo Financial Advisors, LLC28,503$4M0.11%+1,31813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC21,078$3.93M<0.01%+2,12113F-HRTimelineGroup
Vickerman Investment Advisors, Inc.21,023$3.92M0.89%+3,27013F-HRTimeline
Bluespring Wealth Management, LLC20,987$3.91M0.4%-64113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,980$3.91M0.08%+513F-HRTimeline
CATHY PARETO & ASSOCIATES, INC20,939$3.9M3.45%+14013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC20,885$3.89M2.78%+613F-HRTimeline
CSM Advisors, LLC20,846$3.88M0.21%-3,15813F-HRTimeline
Stokes Family Office, LLC20,815$3.88M0.44%+25013F-HRTimeline
Beaumont Asset Management, L.L.C.20,617$3.84M2.32%+29013F-HRTimeline
Seek First Inc.20,355$3.79M3.37%13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,861$3.77M+1,000Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP20,209$3.76M0.03%-93413F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp19,925$3.71M0.11%+5,40713F-HRTimelineGroup
SOA Wealth Advisors, LLC.382,521$3.71M0.77%+366,04713F-HRTimeline
Obsido Oy19,838$3.7M3.17%+88413F-HRTimeline
CULBERTSON A N & CO INC19,826$3.69M0.59%+1,57213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,736$3.68M0.11%-49013F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC19,734$3.68M1.26%+4,19813F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…19,690$3.67M1.12%+85413F-HRTimeline
Mission Creek Capital Partners, Inc.19,450$3.62M0.88%-13,18813F-HRTimeline
Integrity Wealth Solutions LLC19,430$3.62M1.96%+78413F-HRTimeline
Martel Wealth Advisors LLC19,366$3.61M0.72%+7813F-HRTimeline
Rialto Wealth Management, LLC19,268$3.59M1.13%-37313F-HRTimeline
SCOTIA CAPITAL INC.19,190$3.57M0.02%+35313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC19,188$3.57M0.49%+63913F-HRTimeline
Clearstead Advisors, LLC19,088$3.56M0.06%-17113F-HRTimeline
Councilor Wealth, LLC19,003$3.54M1.77%+1,15513F-HRTimeline
Northeast Financial Consultants Inc18,950$3.53M0.16%013F-HRTimeline
TriaGen Wealth Management LLC18,902$3.52M1.24%-55913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,691$3.48M<0.01%-3,67313F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC18,681$3.48M0.92%+1,25013F-HRTimeline
Total Clarity Wealth Management, Inc.17,501$3.47M1.13%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC18,578$3.46M0.15%+5,78813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,008$3.46M0.14%-3,88913F-HRTimelineGroup
IFP Advisors, Inc18,539$3.46M0.11%+1,11413F-HRTimeline
TME FINANCIAL, INC.18,547$3.46M3%+4,78213F-HRTimeline
Index Fund Advisors, Inc.18,159$3.38M0.21%-1,39013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…18,154$3.38M0.09%+29313F-HRTimelineGroup
FDx Advisors, Inc.18,090$3.37M1.1%-1,74613F-HRTimeline
PITTENGER & ANDERSON INC18,055$3.36M0.12%013F-HRTimeline
Avantax Planning Partners, Inc.17,970$3.35M0.12%-7013F-HRTimeline
Cranbrook Wealth Management, LLC17,910$3.34M0.77%-3213F-HRTimeline
WARNER FINANCIAL, INC17,818$3.32M1.47%-16013F-HRTimeline
CWA Asset Management Group, LLC17,808$3.32M0.16%+16213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP17,800$3.32M0.01%new13F-HRTimelineGroup
THEORY FINANCIAL LLC17,692$3.3M1.39%-16113F-HRTimeline