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Disclosery

VBR VANGUARD INDEX FDS

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SHS (fund)

1,558 managers (1,567 13F filers) reported a position in VBR shares at 2025-06-30, 85,952,147 shares in all. 106 filers opened a position and 86 filers sold out during the quarter.

Managers
1,558
13F filers
1,567
New
106
Added
518
Reduced
620
Sold out
86
Shares held by filers
85,952,147

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Parallel Advisors, LLC46,895$9.15M0.18%+1,21513F-HRTimeline
CARDIFF PARK ADVISORS, LLC46,624$9.09M0.79%013F-HRTimeline
EP Wealth Advisors, LLC46,333$9.04M0.06%+1,50413F-HRTimeline
One Degree Advisors Inc46,321$9.03M3.22%+2,15313F-HRTimeline
Prosperity Planning, Inc.45,793$8.93M2.58%-1,83313F-HRTimeline
SAGE FINANCIAL GROUP INC45,779$8.93M0.66%+81313F-HRTimeline
Pinnacle Financial Partners Inc45,070$8.79M0.18%+4,18813F-HRTimeline
Forbes Financial Planning, Inc.44,574$8.69M5.87%-2,79313F-HRTimeline
Facet Wealth, Inc.43,775$8.68M0.2%-6,48813F-HRTimeline
DAVENPORT & Co LLC44,336$8.65M0.05%+1,39213F-HRTimeline
Spectrum Investment Advisors, Inc.44,264$8.63M5.01%+2,99613F-HRTimeline
Wrenne Financial Planning LLC43,596$8.5M3.98%+15,24613F-HRTimeline
PrairieView Partners, LLC43,439$8.47M0.82%+18613F-HRTimeline
ALLIANCEBERNSTEIN L.P.43,375$8.46M<0.01%+2,37013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…43,154$8.41M2.63%+4,42313F-HRTimeline
SHUFRO ROSE & CO LLC44,932$8.37M0.68%-22913F-HRTimeline
Cornerstone Wealth Advisors, Inc.41,966$8.18M2.11%-2,48313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC41,777$8.15M0.01%+4,56013F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC41,435$8.08M5.87%-60013F-HRTimeline
Black Diamond Financial, LLC41,267$8.05M1.25%-11,57313F-HRTimeline
Total Clarity Wealth Management, Inc.41,251$8.04M2.3%+23,75013F-HRTimeline
MAYPORT, LLC41,097$8.01M1.92%+4,17813F-HRTimeline
Kohmann Bosshard Financial Services, LLC41,069$8.01M0.89%+3213F-HRTimeline
AE Wealth Management LLC40,752$7.95M0.06%+2,43213F-HRTimeline
Ifrah Financial Services, Inc.40,735$7.94M2.17%-59213F-HRTimeline
FIRST AMERICAN TRUST, FSB40,546$7.91M0.63%+4513F-HRTimeline
Plum Street Advisors, LLC40,226$7.84M3.46%+60513F-HRTimeline
RTD Financial Advisors, Inc.39,064$7.62M0.97%+3,65813F-HRTimeline
Fortis Capital Management LLC38,886$7.58M1.18%+7213F-HRTimeline
Farther Finance Advisors, LLC38,814$7.57M0.15%-54413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT38,796$7.57M0.12%-3,29013F-HRTimeline
San Luis Wealth Advisors LLC38,583$7.52M1.62%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC38,475$7.5M1.93%+68513F-HRTimeline
Relyea Zuckerberg Hanson LLC38,399$7.49M0.88%-84113F-HRTimeline
Cornerstone Wealth Management, LLC38,128$7.44M0.45%+54013F-HRTimeline
Sterling Wealth Management, Inc.38,105$7.43M2.53%13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC38,003$7.41M0.01%013F-HRTimelineGroup
COURIER CAPITAL LLC37,752$7.36M0.45%+52913F-HRTimeline
Quent Capital, LLC37,607$7.33M0.71%+12313F-HRTimeline
Nicholas Hoffman & Company, LLC.37,417$7.3M0.19%-6713F-HRTimeline
Koshinski Asset Management, Inc.37,093$7.23M0.55%+67213F-HRTimeline
Leeward Financial Partners, LLC36,862$7.19M2.28%-7313F-HRTimeline
SPINNAKER TRUST36,793$7.18M0.43%-32213F-HRTimeline
Noble Family Wealth, LLC36,495$7.12M1.74%+1,47213F-HRTimeline
WHITTIER TRUST CO36,404$7.1M0.09%+25013F-HRTimeline
OLD NATIONAL BANCORP /IN/35,967$7.01M0.12%-4,81613F-HRTimeline
Towerpoint Wealth, LLC35,871$7M3.1%+1,62213F-HRTimeline
Arbor Wealth Advisors LLC35,610$6.94M5.63%013F-HRTimeline
Fairway Financial, LLC35,338$6.89M5.83%+1,90213F-HRTimeline
Nabity-Jensen Investment Management Inc35,175$6.86M5.06%+3213F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC35,000$6.83M3.81%013F-HRTimelineGroup
Aurelius Family Office LLC34,927$6.81M3.22%-35213F-HRTimeline
Tacita Capital Inc34,864$6.8M4.37%+98113F-HRTimeline
GeoWealth Management, LLC34,793$6.78M0.26%+3,86113F-HRTimeline
Atria Wealth Solutions, Inc.34,015$6.74M0.15%-6,25813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding34,485$6.73M-699Timeline
White Lighthouse Investment Management …34,440$6.72M1.09%+12713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC34,348$6.7M0.85%+1,93613F-HRTimeline
Wealthfront Advisers LLC34,150$6.66M0.02%+2,89713F-HRTimeline
Whitegate Investment Counselors, Inc.33,759$6.58M2.24%+8013F-HRTimeline
Everhart Financial Group, Inc.33,721$6.58M0.76%+4,03213F-HRTimeline
Cannon Financial Strategists, Inc.33,503$6.53M1.03%+713F-HRTimeline
Chicago Partners Investment Group LLC31,209$6.39M0.18%-57813F-HRTimeline
Ackerman Capital Advisors, LLC32,685$6.37M1.48%+6,42513F-HRTimeline
American Investment Services, Inc.32,620$6.36M1.62%+73813F-HRTimeline
MassMutual Private Wealth & Trust, FSB32,598$6.36M0.17%-2,88413F-HRTimeline
ATMOS ADVISORY, LLC32,391$6.32M4.03%-30313F-HRTimeline
Compass Ion Advisors, LLC32,325$6.3M0.68%-7,82913F-HRTimeline
Van Cleef Asset Management,Inc32,075$6.25M0.67%-44113F-HRTimeline
SOA Wealth Advisors, LLC.354,002$6.22M1.17%-28,51913F-HRTimeline
Cornerstone Management, Inc.31,672$6.18M1.07%+16813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.31,529$6.15M0.42%+70513F-HRTimelineGroup
SkyOak Wealth, LLC31,166$6.08M1.22%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.30,635$6M0.02%+16413F-HRTimeline
Arax Advisory Partners23,820$5.94M0.27%-2,57013F-HRTimeline
Vise Technologies, Inc.30,450$5.94M0.25%13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD30,385$5.93M0.03%-17513F-HRTimelineGroup
Quadcap Wealth Management, LLC29,910$5.83M0.74%-25513F-HRTimeline
Sharper & Granite LLC29,061$5.83M2.22%+45513F-HRTimeline
Advisory Alpha, LLC29,842$5.82M0.18%+1,05013F-HRTimeline
Pinnacle Financial Group, LLC / IL29,508$5.76M1.93%+3,26013F-HRTimeline
General Partner, Inc.29,359$5.73M3.35%+22,33013F-HRTimeline
Columbus Macro, LLC29,173$5.69M0.7%+20413F-HRTimeline
TME FINANCIAL, INC.29,129$5.68M4.59%+10,58213F-HRTimeline
OneDigital Investment Advisors LLC28,837$5.62M0.06%-4,47713F-HRTimeline
INTEGRITY ALLIANCE, LLC.28,825$5.62M0.31%+1,31313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC28,774$5.61M0.81%-2013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC28,557$5.59M0.69%-62613F-HRTimeline
Elgethun Capital Management28,515$5.56M1.12%+3,59613F-HRTimeline
Cornerstone Advisory, LLC28,339$5.53M0.59%+26513F-HRTimeline
Creekside Partners28,153$5.49M2.61%-21213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding28,030$5.47M-148Timeline
QUATTRO FINANCIAL ADVISORS LLC27,958$5.45M1.92%-2,00113F-HRTimeline
NWAM LLC27,635$5.43M0.32%+2,39413F-HR/ATimeline
Elite Financial, Inc.27,324$5.41M2.66%-77413F-HRTimeline
Mainsail Financial Group, LLC27,286$5.39M2.51%+74413F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC27,563$5.38M3.32%+313F-HRTimeline
TFB Advisors LLC27,505$5.36M1.4%-63313F-HRTimeline
Ausdal Financial Partners, Inc.27,231$5.31M0.35%-1,39013F-HRTimeline
Prime Capital Investment Advisors, LLC27,226$5.31M0.07%-8,76113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC26,901$5.25M0.49%-3,55213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP26,739$5.21M0.04%+6,53013F-HRTimelineGroup
Chemistry Wealth Management LLC26,379$5.14M1.1%-14913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP26,008$5.07M<0.01%+1,26013F-HRTimelineGroup
New Age Alpha Advisors, LLC25,857$5.04M0.22%+15,60113F-HRTimeline
Geneos Wealth Management Inc.25,783$5.03M0.12%-25,14513F-HRTimeline
LifePlan Investment Advisors, Inc.25,782$5.03M2.5%+6313F-HRTimeline
Avidian Wealth Enterprises, LLC25,605$4.99M0.2%-14913F-HRTimeline
Midwest Trust Co25,578$4.99M0.07%13F-HRTimeline
Stone Summit Wealth LLC25,467$4.97M1.54%-3,30513F-HRTimeline
Alpha Omega Wealth Management LLC25,251$4.92M0.88%+89113F-HRTimeline
LAM GROUP, INC.25,195$4.91M3.28%-27513F-HRTimeline
Thrive Capital Management, LLC25,094$4.89M1.53%new13F-HRTimeline
First Horizon Advisors, Inc.24,694$4.82M0.13%+5013F-HRTimeline
Lutz Financial Services LLC24,673$4.81M0.37%+43813F-HRTimeline
Barry Investment Advisors, LLC24,530$4.81M1.2%+913F-HRTimeline
BIP Wealth, LLC24,541$4.79M0.29%+1,57013F-HRTimeline
Vickerman Investment Advisors, Inc.24,434$4.76M1.02%+3,41113F-HRTimeline
KPP Advisory Services LLC24,396$4.76M0.78%-5,24713F-HR/ATimeline
Zeit Capital LLC24,294$4.74M3.39%+18013F-HRTimeline
Archford Capital Strategies, LLC24,243$4.73M0.6%+2,26113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…24,228$4.72M0.11%+6,07413F-HRTimelineGroup
CGN Advisors LLC24,184$4.72M0.42%+59813F-HRTimeline
Glass Jacobson Investment Advisors llc24,079$4.7M1.81%+46813F-HRTimeline
Rockbridge Investment Management, LCC24,057$4.69M0.5%-17713F-HRTimeline
Peak Retirement Planning, Inc.24,028$4.69M1.89%+1,05613F-HRTimeline
Ervin Investment Management, LLC23,822$4.65M2.91%-52813F-HRTimeline
E&G Advisors, LLC23,786$4.63M1.2%+39113F-HRTimeline
Bay Rivers Group23,756$4.63M2.12%+32513F-HRTimeline
Valeo Financial Advisors, LLC30,771$4.63M0.11%+2,26813F-HR/ATimeline
Sigma Planning Corp23,696$4.62M0.14%+61613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp23,539$4.59M0.13%+3,61413F-HRTimelineGroup
IEQ CAPITAL, LLC23,430$4.57M0.03%+92613F-HRTimeline
Employees' Retirement Fund of the City …23,400$4.56M2.08%new13F-HRTimeline
Perigon Wealth Management, LLC23,383$4.56M0.11%-59313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…23,277$4.54M0.13%+11,21213F-HRTimelineGroup
Bangor Savings Bank23,247$4.53M0.41%+1913F-HRTimeline
Stokes Family Office, LLC23,236$4.53M0.48%+2,42113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK23,178$4.52M0.03%+5713F-HRTimelineGroup
RFG Advisory, LLC22,930$4.47M0.11%-45713F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC22,797$4.45M2.86%+1,91213F-HRTimeline
Tenret Co LLC22,704$4.43M2.42%-3,10513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding22,550$4.4M+66Timeline
IHT Wealth Management, LLC22,535$4.39M0.12%+5713F-HRTimeline
Goepper Burkhardt LLC22,470$4.38M1.61%-2,32613F-HRTimeline
Belpointe Asset Management LLC22,127$4.32M0.18%+9,55813F-HRTimeline
BRIGHTON JONES LLC22,001$4.29M0.12%-63013F-HRTimeline
Tortoise Investment Management, LLC21,830$4.26M0.41%-13513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,766$4.24M0.06%-2,80013F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC21,731$4.24M1.31%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,860$4.23M-1Timeline
Integrated Wealth Concepts LLC21,614$4.21M0.04%-11113F-HRTimeline
Cambridge Financial Group, LLC21,453$4.18M1.57%-1,48113F-HRTimeline
Truepoint, Inc.21,452$4.18M0.1%-3,05713F-HRTimeline
Clayton Financial Group LLC21,261$4.15M4.93%-38,48113F-HRTimeline
Prospera Financial Services Inc21,193$4.14M0.08%+7,53013F-HRTimeline
Seek First Inc.21,146$4.12M3.34%+79113F-HR/ATimeline
Alhambra Investment Management LLC21,000$4.1M2.03%-28,01413F-HRTimeline
Bluespring Wealth Management, LLC20,845$4.08M0.39%-14213F-HRTimeline
Obsido Oy20,939$4.08M3.1%+1,10113F-HRTimeline
Roof Eidam Maycock Peralta, LLC20,921$4.08M1.01%+2,24013F-HRTimeline
Valpey Financial Services, LLC20,914$4.08M2.82%13F-HRTimeline
CULBERTSON A N & CO INC20,869$4.07M0.62%+1,04313F-HRTimeline
Beaumont Asset Management, L.L.C.20,647$4.03M2.16%+3013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,579$4.01M0.07%-40113F-HRTimeline
Falcon Wealth Planning20,573$4.01M0.41%-4,17413F-HRTimeline
CSM Advisors, LLC20,419$3.98M0.12%-42713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC20,166$3.93M0.49%+97813F-HRTimeline
Clearstead Advisors, LLC19,948$3.89M0.05%+86013F-HRTimeline
Choate Investment Advisors19,847$3.87M0.08%-7,67813F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…19,844$3.87M1.04%+15413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC19,731$3.85M<0.01%-1,34713F-HRTimelineGroup
Martel Wealth Advisors LLC19,531$3.81M0.71%+16513F-HRTimeline
TRUST POINT INC.19,442$3.79M0.36%-10,13813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,438$3.79M0.09%-10,47213F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC19,416$3.79M3.13%-1,52313F-HRTimeline
Diversified Portfolios, Inc.19,354$3.77M0.36%+5,71513F-HRTimeline
Councilor Wealth, LLC19,172$3.74M1.75%+16913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.19,146$3.73M0.44%-3,43113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.19,098$3.72M0.45%-20,28513F-HRTimeline
BlueSky Wealth Advisors, LLC19,017$3.71M0.54%+3,99013F-HRTimeline
Institute for Wealth Management, LLC.18,970$3.7M0.41%+12,87213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,900$3.69M0.1%-83613F-HRTimelineGroup
SCOTIA CAPITAL INC.18,859$3.68M0.02%-33113F-HRTimeline
LOM Asset Management Ltd18,840$3.67M1.24%13F-HR/ATimeline
Wedmont Private Capital18,168$3.66M0.16%-11113F-HRTimeline
TriaGen Wealth Management LLC18,706$3.65M1.1%-19613F-HRTimeline
Rialto Wealth Management, LLC18,617$3.63M1.01%-65113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC18,434$3.59M0.14%-14413F-HRTimelineGroup
Arkadios Wealth Advisors18,212$3.55M0.11%+99613F-HRTimeline
PITTENGER & ANDERSON INC18,055$3.52M0.13%013F-HRTimeline
Cranbrook Wealth Management, LLC18,048$3.52M0.75%+13813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …18,008$3.51M0.05%+79113F-HRTimelineGroup
Hilltop National Bank17,947$3.5M0.91%13F-HRTimeline
Regal Investment Advisors LLC17,940$3.5M0.26%+1,45013F-HRTimeline
Avantax Planning Partners, Inc.17,859$3.48M0.11%-11113F-HRTimeline
CWA Asset Management Group, LLC17,805$3.47M0.15%-313F-HRTimeline
CWC Advisors, LLC.17,755$3.46M1.79%+27613F-HRTimeline
Mission Creek Capital Partners, Inc.17,683$3.45M0.77%-1,76713F-HRTimeline
Kathleen S. Wright Associates Inc.17,661$3.44M1.34%-3,85713F-HRTimeline