Skip to content
Disclosery

VBR VANGUARD INDEX FDS

Follow

SHS (fund)

1,649 managers (1,662 13F filers) reported a position in VBR shares at 2025-12-31, 87,255,239 shares in all. 69 filers opened a position and 77 filers sold out during the quarter.

Managers
1,649
13F filers
1,662
New
69
Added
657
Reduced
513
Sold out
77
Shares held by filers
87,255,239

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Balance Wealth Partners LLC47,740$10.1M3.25%-52,67313F-HRTimeline
LMCG INVESTMENTS, LLC47,530$10.1M0.58%-2,16513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,802$9.98M0.02%+45,25613F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC46,926$9.94M0.89%+7,18713F-HRTimeline
SAGE FINANCIAL GROUP INC46,643$9.88M0.65%+37513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…46,437$9.84M2.75%+1,38413F-HRTimeline
EP Wealth Advisors, LLC46,055$9.75M0.05%13F-HRTimeline
Parallel Advisors, LLC45,957$9.73M0.18%-61613F-HRTimeline
AE Wealth Management LLC45,950$9.73M0.06%+2,14113F-HRTimeline
DAVENPORT & Co LLC45,866$9.71M0.05%+35513F-HRTimeline
CARDIFF PARK ADVISORS, LLC45,800$9.7M0.8%-84213F-HRTimeline
Spectrum Investment Advisors, Inc.45,039$9.54M4.78%+63313F-HRTimeline
MAYPORT, LLC45,002$9.53M1.92%+3,05013F-HRTimeline
Hegarty Advisors, LLC44,812$9.49M8.24%13F-HRTimeline
San Luis Wealth Advisors LLC44,546$9.43M1.58%+7,23713F-HRTimeline
Global Retirement Partners, LLC44,528$9.43M0.17%+32,87113F-HRTimeline
Quantinno Capital Management LP44,447$9.41M0.02%+26,21813F-HRTimeline
Wrenne Financial Planning LLC43,943$9.31M3.79%+78413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.43,750$9.27M0.02%+32,89513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.42,941$9.09M<0.01%-12613F-HRTimeline
Clayton Financial Group LLC42,721$9.05M4.61%+9,58113F-HRTimeline
Prosperity Planning, Inc.42,330$8.97M2.34%-59213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC41,576$8.81M0.01%-51813F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.41,257$8.74M0.97%13F-HRTimeline
Symmetry Partners, LLC41,074$8.7M0.51%-28,05213F-HRTimeline
Arkadios Wealth Advisors41,008$8.68M0.17%+15,69213F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC40,744$8.63M5.74%-25813F-HRTimeline
FIRST AMERICAN TRUST, FSB40,477$8.57M0.59%+5713F-HRTimeline
Total Clarity Wealth Management, Inc.40,430$8.56M2.07%+3,68613F-HRTimeline
Cornerstone Wealth Advisors, Inc.40,347$8.55M1.99%+78613F-HRTimeline
Ifrah Financial Services, Inc.40,153$8.5M2.18%-44313F-HRTimeline
Noble Family Wealth, LLC39,971$8.47M1.78%+2,43413F-HRTimeline
Meramec Financial Planners, LLC36,325$8.43M3.29%13F-HRTimeline
Fortis Capital Management LLC39,365$8.34M1.11%+40413F-HRTimeline
Plum Street Advisors, LLC39,278$8.32M2.96%-48513F-HRTimeline
OLD NATIONAL BANCORP /IN/39,067$8.27M0.14%+3,40113F-HRTimeline
Leeward Financial Partners, LLC38,765$8.21M2.31%-51113F-HRTimeline
Everhart Financial Group, Inc.38,208$8.09M0.75%+1,86313F-HRTimeline
COURIER CAPITAL LLC38,174$8.08M0.45%+26713F-HRTimeline
OpenArc Corporate Advisory, LLC38,107$8.07M0.13%13F-HRTimeline
RTD Financial Advisors, Inc.38,073$8.06M0.98%-96013F-HRTimeline
SWAN Capital LLC38,020$8.05M3.13%-1,96413F-HRTimeline
Arax Advisory Partners37,828$8.01M0.23%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.37,773$8M0.19%+8813F-HRTimeline
Oath Planning, LLC37,690$7.98M7.88%13F-HRTimeline
Towerpoint Wealth, LLC37,630$7.97M3.16%+77513F-HRTimeline
Quent Capital, LLC37,595$7.96M0.57%+16113F-HRTimeline
WHITTIER TRUST CO36,143$7.95M0.09%-3013F-HRTimeline
DIVERSIFIED MANAGEMENT INC37,476$7.94M1.85%13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT37,117$7.86M0.12%-1,37013F-HRTimeline
Aurelius Family Office LLC36,179$7.85M3.38%+1,81813F-HRTimeline
Fairway Financial, LLC37,063$7.85M5.93%+1,20113F-HRTimeline
Farther Finance Advisors, LLC36,932$7.82M0.08%+87213F-HRTimeline
Relyea Zuckerberg Hanson LLC36,767$7.79M0.79%-1,96613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC36,745$7.78M1.79%-1,83013F-HRTimeline
Elgethun Capital Management36,597$7.75M1.34%+2,59313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding36,324$7.69M+21,306Timeline
SPINNAKER TRUST36,149$7.66M0.41%-46813F-HRTimeline
White Lighthouse Investment Management …35,980$7.62M1.06%+1,03213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC35,718$7.56M0.36%+11,39513F-HRTimeline
Arbor Wealth Advisors LLC35,710$7.56M5.39%+6813F-HRTimeline
Tacita Capital Inc35,337$7.48M4.34%-10013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC35,204$7.46M0.82%+22513F-HRTimeline
Cornerstone Wealth Management, LLC35,194$7.45M0.39%-2,12013F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC35,000$7.41M3.95%013F-HRTimelineGroup
Ackerman Capital Advisors, LLC34,982$7.41M1.49%+6213F-HRTimeline
Clear Retirement Advice LLC32,436$7.41M5.76%13F-HRTimeline
Nabity-Jensen Investment Management Inc34,833$7.38M5%+18713F-HRTimeline
Peak Retirement Planning, Inc.34,743$7.36M1.72%+2,90013F-HRTimeline
ATMOS ADVISORY, LLC34,233$7.25M4.2%+1,77213F-HRTimeline
Inlight Wealth Management, LLC34,194$7.24M2.65%+18,34913F-HRTimeline
Facet Wealth, Inc.32,341$7.21M0.13%-10,51113F-HRTimeline
Ashton Thomas Private Wealth, LLC33,827$7.16M0.17%+53013F-HRTimeline
Cannon Financial Strategists, Inc.33,780$7.15M0.99%-64513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding33,770$7.15M-1,026Timeline
Sterling Wealth Management, Inc.33,443$7.08M2.02%-3,24213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC32,961$7.05M0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.355,427$7.03M1.19%+30613F-HRTimeline
GeoWealth Management, LLC33,144$7.02M0.26%-71113F-HRTimeline
Whitegate Investment Counselors, Inc.32,743$6.93M2.17%-3513F-HRTimeline
Advisory Alpha, LLC32,717$6.93M0.19%+50313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…32,715$6.93M0.78%+4,04213F-HR/ATimelineGroup
Chicago Partners Investment Group LLC30,847$6.92M0.17%-36813F-HRTimeline
Pinnacle Financial Group, LLC / IL32,574$6.9M2%+83613F-HRTimeline
Compass Ion Advisors, LLC32,437$6.87M0.65%+45213F-HRTimeline
IEQ CAPITAL, LLC32,435$6.87M0.02%-13,65813F-HRTimeline
RFG Advisory, LLC31,909$6.76M0.13%+5,97013F-HRTimeline
Serenity Investment Advisors30,187$6.66M3.89%13F-HRTimeline
Van Cleef Asset Management,Inc31,248$6.62M0.67%-10613F-HRTimeline
SkyOak Wealth, LLC31,207$6.61M1.19%+30913F-HRTimeline
ELEVATUS WELATH MANAGEMENT31,168$6.6M1.8%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.831$6.59M0.44%+313F-HRTimelineGroup
Wealthfront Advisers LLC30,976$6.56M0.01%-65013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp30,931$6.55M0.17%+5,39413F-HRTimelineGroup
American Investment Services, Inc.30,642$6.49M1.51%-1,40413F-HRTimeline
Strategic Wealth Advisors LLC30,576$6.47M5.54%13F-HRTimeline
Thrive Capital Management, LLC30,456$6.45M1.44%+5,09713F-HRTimeline
Smartleaf Asset Management LLC30,113$6.44M0.24%+27,09213F-HRTimeline
TRUST POINT INC.30,358$6.43M0.51%+6,63313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD30,200$6.4M0.03%-11013F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.30,104$6.38M0.02%-50313F-HRTimeline
Cornerstone Management, Inc.29,867$6.33M1.03%-4513F-HRTimeline
E-Wealth Partners, LLC29,851$6.32M5.31%13F-HRTimeline
BIP Wealth, LLC29,820$6.32M0.22%+1,62913F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC29,719$6.29M2.7%+1,75313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC29,585$6.27M0.53%+2,28213F-HRTimeline
General Partner, Inc.29,451$6.24M3.54%+9213F-HRTimeline
Quadcap Wealth Management, LLC29,181$6.18M0.71%-13913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…29,147$6.17M0.12%+2,18413F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP29,026$6.15M0.04%+3,10813F-HRTimelineGroup
Ausdal Financial Partners, Inc.28,978$6.14M0.28%+1,19913F-HRTimeline
Mainsail Financial Group, LLC28,931$6.13M2.55%+89413F-HRTimeline
NWAM LLC27,979$6.1M0.34%-68513F-HRTimeline
Columbus Macro, LLC28,800$6.1M0.67%+8713F-HRTimeline
MassMutual Private Wealth & Trust, FSB28,557$6.05M0.16%-1,75013F-HRTimeline
Creekside Partners28,518$6.04M2.55%+19413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC28,456$6.03M0.83%-8613F-HRTimeline
ARS Wealth Advisors Group, LLC28,231$5.98M0.54%-16,92913F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC28,125$5.96M1.78%+29513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management28,123$5.96M0.07%-86213F-HRTimelineGroup
Towne Trust Company, N.A28,107$5.95M1.86%+4,00613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC28,016$5.93M0.58%-49113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,533$5.83M<0.01%-15313F-HRTimelineGroup
Elite Financial, Inc.27,395$5.8M2.64%-31713F-HRTimeline
Alpha Omega Wealth Management LLC27,166$5.75M0.95%+48513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding27,148$5.75M-476Timeline
Alliance Wealth Strategies, LLC d/b/a B…27,094$5.74M5.38%13F-HRTimeline
TME FINANCIAL, INC.26,956$5.71M4.01%-2,72613F-HRTimeline
LifePlan Investment Advisors, Inc.26,918$5.7M2.32%+43813F-HRTimeline
Cornerstone Advisory, LLC26,762$5.67M0.54%-15213F-HRTimeline
Vickerman Investment Advisors, Inc.26,457$5.6M1.12%+1,85013F-HRTimeline
Chemistry Wealth Management LLC26,357$5.58M1.04%-12313F-HRTimeline
PFG Advisors26,265$5.56M0.27%-1,93213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…26,262$5.56M0.14%+87513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding26,118$5.53M+1,003Timeline
Prime Capital Investment Advisors, LLC26,078$5.52M0.07%-46913F-HRTimeline
SEVEN MILE ADVISORY25,997$5.51M0.95%+22613F-HRTimeline
OneDigital Investment Advisors LLC25,919$5.49M0.05%-1,05613F-HRTimeline
Midwest Trust Co25,788$5.46M0.07%+1,28613F-HRTimeline
Sigma Planning Corp25,558$5.41M0.15%+113F-HRTimeline
Barry Investment Advisors, LLC25,326$5.36M1.19%+26613F-HRTimeline
New Age Alpha Advisors, LLC25,285$5.36M0.23%+10,79613F-HRTimeline
Sharper & Granite LLC25,086$5.31M1.87%-10913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK24,919$5.28M0.03%+1,37413F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.24,829$5.26M0.19%+6,75213F-HRTimeline
Cambridge Financial Group, LLC25,342$5.24M1.82%+2,90913F-HRTimeline
Regal Investment Advisors LLC24,671$5.23M0.31%+2,90413F-HRTimeline
LAM GROUP, INC.24,520$5.19M2.97%013F-HRTimeline
Lutz Financial Services LLC24,507$5.19M0.35%+1113F-HRTimeline
Obsido Oy24,393$5.17M3.17%+1,05313F-HRTimeline
Ervin Investment Management, LLC24,379$5.16M2.89%+36213F-HR/ATimeline
Bay Rivers Group24,331$5.15M2.08%+90113F-HRTimeline
E&G Advisors, LLC24,237$5.13M1.15%+18013F-HRTimeline
Zeit Capital LLC24,187$5.12M3.46%-3513F-HRTimeline
Stone Summit Wealth LLC23,318$4.94M1.34%-43013F-HRTimeline
Institute for Wealth Management, LLC.23,298$4.93M0.52%+2,51913F-HRTimeline
Tenret Co LLC23,250$4.92M2.49%+42713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC23,242$4.89M0.02%+2213F-HRTimelineGroup
Avidian Wealth Enterprises, LLC23,085$4.89M0.18%+56713F-HRTimeline
Bangor Savings Bank23,037$4.88M0.39%-42513F-HRTimeline
Truepoint, Inc.22,974$4.87M0.11%-19013F-HRTimeline
Employees' Retirement Fund of the City …22,900$4.85M2.17%013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC22,823$4.83M2.71%+14613F-HRTimeline
Perigon Wealth Management, LLC22,812$4.83M0.09%-17113F-HRTimeline
TFB Advisors LLC22,686$4.8M1.34%-1313F-HRTimeline
Stokes Family Office, LLC22,630$4.79M0.44%-30613F-HRTimeline
CSM Advisors, LLC22,531$4.77M0.13%+3,03813F-HRTimeline
Valeo Financial Advisors, LLC29,299$4.72M0.1%-1,34213F-HRTimeline
CULBERTSON A N & CO INC22,229$4.71M0.65%+1,28513F-HRTimeline
FIRST HORIZON CORP22,208$4.7M0.21%+113F-HRTimeline
CGN Advisors LLC21,786$4.61M0.37%+68513F-HRTimeline
Seek First Inc.21,713$4.6M3.17%+34313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,615$4.59M-20Timeline
Glass Jacobson Investment Advisors llc21,611$4.58M1.65%-2,63313F-HRTimeline
Mission Creek Capital Partners, Inc.21,520$4.56M0.92%-32413F-HRTimeline
Waverly Advisors, LLC21,491$4.55M0.04%+8,69113F-HRTimeline
Vise Technologies, Inc.21,450$4.54M0.09%+14,91913F-HRTimeline
Roof Eidam Maycock Peralta, LLC21,415$4.54M1.03%+25613F-HRTimeline
Tortoise Investment Management, LLC21,047$4.46M0.39%-10213F-HRTimeline
Marble Harbor Investment Counsel, LLC20,944$4.44M0.47%+1,80413F-HRTimeline
KPP Advisory Services LLC20,930$4.43M0.64%-12,05313F-HRTimeline
TriaGen Wealth Management LLC20,739$4.39M1.14%+48513F-HRTimeline
Alhambra Investment Management LLC20,603$4.36M2.03%+213F-HRTimeline
Beaumont Asset Management, L.L.C.20,561$4.35M2.18%-12013F-HRTimeline
Rockbridge Investment Management, LCC20,374$4.31M0.4%-3,33813F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…20,214$4.28M1.01%+28213F-HRTimeline
Strategic Advisors LLC20,191$4.28M0.67%+13,84713F-HRTimeline
SCOTIA CAPITAL INC.20,176$4.27M0.02%+62813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC20,170$4.27M0.15%-65013F-HRTimelineGroup
Valpey Financial Services, LLC20,162$4.27M2.73%+4413F-HR/ATimeline
Bluespring Wealth Management, LLC20,124$4.26M0.37%-12313F-HRTimeline
Hilltop National Bank20,055$4.25M1.03%+1,28713F-HRTimeline
Clearstead Advisors, LLC19,887$4.21M0.05%-47413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC19,886$4.21M0.46%+25713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,703$4.17M0.1%+23413F-HRTimelineGroup
LOM Asset Management Ltd19,636$4.16M1.2%+84613F-HRTimeline
Falcon Wealth Planning19,479$4.13M0.35%-18313F-HRTimeline
Krilogy Financial LLC18,372$4.12M0.14%-69613F-HRTimeline
CATHY PARETO & ASSOCIATES, INC19,325$4.09M2.84%-44113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …19,228$4.07M0.06%+1,00513F-HRTimelineGroup