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Disclosery

VBR VANGUARD INDEX FDS

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SHS (fund)

1,702 managers (1,717 13F filers) reported a position in VBR shares at 2026-03-31, 85,380,301 shares in all. 114 filers opened a position and 54 filers sold out during the quarter.

Managers
1,702
13F filers
1,717
New
114
Added
663
Reduced
600
Sold out
54
Shares held by filers
85,380,301

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Balance Wealth Partners LLC49,060$10.7M3.31%+1,32013F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC48,906$10.6M2.7%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp48,694$10.6M0.03%-82313F-HR/ATimelineGroup
MAYPORT, LLC48,175$10.5M1.95%+3,17313F-HRTimeline
CARDIFF PARK ADVISORS, LLC48,075$10.4M0.84%+2,27513F-HRTimeline
FAMILY WEALTH PARTNERS, LLC47,484$10.3M3.52%-91613F-HRTimeline
DAVENPORT & Co LLC47,325$10.3M0.06%+1,45913F-HRTimeline
AE Wealth Management LLC47,035$10.2M0.06%+1,08513F-HRTimeline
Inlight Wealth Management, LLC46,971$10.2M3.78%+12,77713F-HRTimeline
Spectrum Investment Advisors, Inc.46,818$10.2M5.05%+1,77913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,793$10.2M0.02%-913F-HRTimelineGroup
SAGE FINANCIAL GROUP INC46,757$10.2M0.66%+11413F-HRTimeline
LMCG INVESTMENTS, LLC46,494$10.1M0.6%-1,03613F-HRTimeline
San Luis Wealth Advisors LLC46,421$10.1M1.67%+1,87513F-HRTimeline
Oath Planning, LLC46,294$10.1M8.94%+8,60413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …46,147$10M0.08%-7,34013F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/45,874$9.97M0.17%+6,80713F-HRTimeline
Advisory Alpha, LLC45,785$9.95M0.27%+13,06813F-HRTimeline
Parallel Advisors, LLC45,722$9.93M0.18%-23513F-HR/ATimeline
Hegarty Advisors, LLC45,040$9.78M7.71%+22813F-HRTimeline
SHUFRO ROSE & CO LLC44,966$9.77M0.67%-115,63313F-HRTimeline
Wrenne Financial Planning LLC44,821$9.74M3.82%+87813F-HRTimeline
Clayton Financial Group LLC44,336$9.63M4.95%+1,61513F-HRTimeline
EP Wealth Advisors, LLC43,692$9.49M0.05%-2,36313F-HRTimeline
JBGlobal.com LLC42,873$9.31M9.17%new13F-HRTimeline
Noble Family Wealth, LLC42,722$9.28M1.92%+2,75113F-HR/ATimeline
Arkadios Wealth Advisors42,467$9.23M0.15%+1,45913F-HRTimeline
RFG Advisory, LLC42,375$9.21M0.17%+10,46613F-HRTimeline
Farther Finance Advisors, LLC41,997$9.16M0.09%+5,06513F-HRTimeline
ALLIANCEBERNSTEIN L.P.43,122$9.13M<0.01%+18113F-HRTimeline
Prosperity Planning, Inc.41,966$9.12M2.31%-36413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC41,811$9.08M0.01%+23513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP40,612$8.82M0.01%+38,58113F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.40,283$8.75M1%-97413F-HRTimeline
Fortis Capital Management LLC39,528$8.59M1.15%+16313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC39,393$8.56M0.2%+3,67513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC39,360$8.55M5.63%-1,38413F-HRTimeline
Ifrah Financial Services, Inc.39,163$8.51M2.25%-99013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…38,917$8.46M1.05%+6,20213F-HR/ATimelineGroup
Cornerstone Wealth Advisors, Inc.38,775$8.42M1.94%-1,57213F-HRTimeline
COURIER CAPITAL LLC38,381$8.34M0.47%+20713F-HR/ATimeline
Plum Street Advisors, LLC38,278$8.32M2.88%-1,00013F-HRTimeline
Nicholas Hoffman & Company, LLC.38,116$8.28M0.19%+34313F-HRTimeline
Thrive Capital Management, LLC37,985$8.25M1.81%+7,52913F-HRTimeline
Symmetry Partners, LLC37,861$8.23M0.47%-3,21313F-HRTimeline
DIVERSIFIED MANAGEMENT INC37,568$8.16M1.4%+9213F-HRTimeline
Elgethun Capital Management37,432$8.13M1.34%+83513F-HRTimeline
Fairway Financial, LLC37,253$8.09M6.15%+19013F-HRTimeline
Meramec Financial Planners, LLC34,669$8.09M3.21%-1,65613F-HRTimeline
RTD Financial Advisors, Inc.37,189$8.08M0.99%-88413F-HRTimeline
Towerpoint Wealth, LLC37,138$8.07M3.26%-49213F-HRTimeline
Quent Capital, LLC37,136$8.07M0.57%-45913F-HRTimeline
White Lighthouse Investment Management …36,970$8.03M1.11%+99013F-HRTimeline
Relyea Zuckerberg Hanson LLC36,948$8.03M0.81%+18113F-HRTimeline
Aurelius Family Office LLC36,670$7.97M3.46%+49113F-HRTimeline
WHITTIER TRUST CO36,158$7.93M0.09%+1513F-HRTimeline
Arbor Wealth Advisors LLC36,222$7.87M5.52%+51213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC36,165$7.86M1.77%-58013F-HRTimeline
SPINNAKER TRUST36,123$7.85M0.43%-2613F-HRTimeline
General Partner, Inc.35,936$7.81M4.75%+6,48513F-HRTimeline
Cornerstone Wealth Management, LLC35,646$7.74M0.39%+45213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC35,434$7.7M0.79%+23013F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC35,000$7.6M4.36%013F-HRTimelineGroup
Nabity-Jensen Investment Management Inc34,977$7.6M5.27%+14413F-HRTimeline
Tacita Capital Inc34,436$7.48M4.43%-90113F-HRTimeline
ATMOS ADVISORY, LLC34,197$7.43M4.22%-3613F-HRTimeline
Serenity Investment Advisors31,831$7.41M3.47%+1,64413F-HRTimeline
Cannon Financial Strategists, Inc.33,938$7.37M0.97%+15813F-HRTimeline
Ackerman Capital Advisors, LLC33,912$7.37M1.51%-1,07013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp33,889$7.36M0.19%+2,95813F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding33,868$7.36M-2,456Timeline
Smartleaf Asset Management LLC34,539$7.33M0.26%+4,42613F-HRTimeline
Van Cleef Asset Management,Inc33,588$7.3M0.79%+2,34013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT33,531$7.28M0.11%-3,58613F-HR/ATimeline
VANGUARD GROUP INCgroup of 2 filers holding33,502$7.28MnewTimeline
Chicago Partners Investment Group LLC31,427$7.27M0.16%+58013F-HRTimeline
Sterling Wealth Management, Inc.33,434$7.26M1.99%-913F-HRTimeline
GeoWealth Management, LLC33,256$7.23M0.26%+11213F-HRTimeline
SOA Wealth Advisors, LLC.355,538$7.22M1.36%+11113F-HRTimeline
Wealthfront Advisers LLC33,203$7.21M0.02%+2,22713F-HRTimeline
Ashton Thomas Private Wealth, LLC33,033$7.18M0.17%-79413F-HRTimeline
Pinnacle Financial Group, LLC / IL32,819$7.13M1.95%+24513F-HRTimeline
Clear Retirement Advice LLC32,711$7.11M5.58%+27513F-HRTimeline
SWAN Capital LLC32,338$7.03M2.58%-5,68213F-HRTimeline
Whitegate Investment Counselors, Inc.32,312$7.02M2.23%-43113F-HRTimeline
Compass Ion Advisors, LLC32,256$7.01M0.67%-18113F-HRTimeline
E-Wealth Partners, LLC32,102$6.97M5.65%+2,25113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,769$6.9M0.08%+3,64613F-HRTimelineGroup
SkyOak Wealth, LLC31,480$6.84M1.25%+27313F-HRTimeline
Leeward Financial Partners, LLC31,191$6.78M2.02%-7,57413F-HRTimeline
FIRST AMERICAN TRUST, FSB31,146$6.77M0.46%-9,33113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.31,077$6.75M0.44%+30,24613F-HRTimelineGroup
American Investment Services, Inc.30,794$6.69M1.49%+15213F-HRTimeline
Total Clarity Wealth Management, Inc.30,778$6.69M1.57%-9,65213F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…30,721$6.67M6%+3,62713F-HRTimeline
Cornerstone Management, Inc.30,698$6.67M1.06%+83113F-HRTimeline
Facet Wealth, Inc.30,661$6.66M0.12%-1,68013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC30,653$6.66M0.56%+1,06813F-HRTimeline
Towne Trust Company, N.A30,494$6.62M2.13%+2,38713F-HRTimeline
Strategic Wealth Advisors LLC30,489$6.62M5.31%-8713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP30,357$6.6M0.04%+1,33113F-HRTimelineGroup
Mainsail Financial Group, LLC30,253$6.57M2.74%+1,32213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD30,070$6.53M0.03%-13013F-HRTimelineGroup
MAINSAIL ASSET MANAGEMENT, LLC29,982$6.51M2.92%+26313F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp3,387$6.49M0.01%-19813F-HRTimelineGroup
Portside Wealth Group, LLC29,804$6.47M0.88%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.29,794$6.47M0.02%-31013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…29,782$6.47M0.13%+63513F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC29,668$6.45M0.01%-3,29313F-HRTimelineGroup
CX Institutional29,599$6.43M0.2%-20,26313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC29,245$6.35M0.6%+1,22913F-HRTimeline
Creekside Partners29,225$6.35M2.61%+70713F-HRTimeline
Ausdal Financial Partners, Inc.29,163$6.34M0.28%+18513F-HRTimeline
Columbus Macro, LLC28,979$6.3M0.67%+17913F-HRTimeline
Quadcap Wealth Management, LLC28,577$6.21M0.71%-60413F-HRTimeline
HUB Investment Partners, LLC28,367$6.16M0.15%+24,44813F-HRTimeline
NWAM LLC28,218$6.13M0.35%+23913F-HRTimeline
Alpha Omega Wealth Management LLC28,038$6.09M0.99%+87213F-HRTimeline
MassMutual Private Wealth & Trust, FSB27,959$6.07M0.17%-59813F-HRTimeline
IEQ CAPITAL, LLC27,831$6.05M0.03%-4,60413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC27,796$6.04M0.76%-66013F-HRTimeline
Elite Financial, Inc.27,639$6M2.69%+24413F-HRTimeline
Ervin Investment Management, LLC27,378$5.95M3.48%+2,99913F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC27,367$5.95M0.85%-24,07713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…27,234$5.92M0.15%+97213F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding27,218$5.91M+70Timeline
TME FINANCIAL, INC.27,197$5.91M4.09%+24113F-HRTimeline
Waverly Advisors, LLC27,123$5.89M0.04%+5,63213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,060$5.88M<0.01%-47313F-HRTimelineGroup
Vickerman Investment Advisors, Inc.26,595$5.78M1.21%+13813F-HRTimeline
Sigma Planning Corp26,507$5.76M0.16%+94913F-HRTimeline
BIP Wealth, LLC26,348$5.72M0.23%-3,47213F-HRTimeline
Chemistry Wealth Management LLC26,327$5.72M1.01%-3013F-HRTimeline
CHILTON INVESTMENT CO INC.26,327$5.72M0.13%+17,34113F-HRTimeline
LifePlan Investment Advisors, Inc.26,271$5.71M2.24%-64713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT26,183$5.69M0.37%+18,34413F-HRTimeline
Cornerstone Advisory, LLC26,005$5.65M0.54%-75713F-HRTimeline
ARS Wealth Advisors Group, LLC25,911$5.63M0.48%-2,32013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding25,702$5.58M-416Timeline
INTEGRITY ALLIANCE, LLC.25,689$5.58M0.21%+86013F-HRTimeline
Barry Investment Advisors, LLC25,586$5.56M1.23%+26013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC25,366$5.51M0.29%-24,94913F-HRTimeline
PFG Advisors25,356$5.51M0.27%-90913F-HRTimeline
Sharper & Granite LLC25,312$5.5M1.88%+22613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25,228$5.48M0.17%+8,97413F-HR/ATimelineGroup
E&G Advisors, LLC25,226$5.47M1.22%+98913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK25,103$5.45M0.03%+18413F-HRTimelineGroup
Midwest Trust Co25,066$5.45M0.07%-72213F-HRTimeline
Prime Capital Investment Advisors, LLC25,044$5.44M0.06%-1,03413F-HRTimeline
OneDigital Investment Advisors LLC25,011$5.43M0.05%-90813F-HRTimeline
Regal Investment Advisors LLC25,006$5.43M0.31%+33513F-HRTimeline
Obsido Oy24,884$5.41M3.27%+49113F-HRTimeline
Integrated Wealth Concepts LLC24,817$5.39M0.04%+7,62913F-HRTimeline
Zeit Capital LLC24,530$5.33M3.57%+34313F-HRTimeline
LAM GROUP, INC.24,520$5.33M2.93%013F-HRTimeline
Avidian Wealth Enterprises, LLC24,469$5.32M0.17%+1,38413F-HRTimeline
Tenret Co LLC24,246$5.27M2.54%+99613F-HRTimeline
Bay Rivers Group24,243$5.27M2.19%-8813F-HRTimeline
Seek First Inc.24,080$5.23M3.69%+2,36713F-HRTimeline
Lutz Financial Services LLC24,033$5.22M0.35%-47413F-HRTimeline
Institute for Wealth Management, LLC.23,746$5.16M0.55%+44813F-HRTimeline
PARK NATIONAL CORP /OH/23,625$5.13M0.16%new13F-HRTimeline
CSM Advisors, LLC23,600$5.13M0.13%+1,06913F-HRTimeline
CULBERTSON A N & CO INC23,452$5.09M0.66%+1,22313F-HRTimeline
Strategic Advisors LLC23,006$5M0.83%+2,81513F-HRTimeline
Employees' Retirement Fund of the City …22,900$4.98M2.16%013F-HRTimeline
Perigon Wealth Management, LLC22,782$4.95M0.09%-3013F-HRTimeline
Truepoint, Inc.22,771$4.95M0.11%-20313F-HRTimeline
Stokes Family Office, LLC22,682$4.93M0.51%+5213F-HRTimeline
Roof Eidam Maycock Peralta, LLC22,648$4.92M1.13%+1,23313F-HRTimeline
THEORY FINANCIAL LLC22,428$4.87M1.71%+5,10113F-HRTimeline
Valeo Financial Advisors, LLC29,435$4.87M0.12%+13613F-HRTimeline
Glass Jacobson Investment Advisors llc22,363$4.86M1.68%+75213F-HRTimeline
FIRST HORIZON CORP22,265$4.84M0.2%+5713F-HRTimeline
Wedmont Private Capital21,122$4.76M0.15%+3,07713F-HRTimeline
CGN Advisors LLC21,871$4.75M0.38%+8513F-HRTimeline
Gateway Wealth Partners, LLC21,790$4.73M0.18%+20,25913F-HRTimeline
Mission Creek Capital Partners, Inc.21,515$4.67M0.93%-513F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC21,491$4.67M3.5%-1,33213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC21,401$4.65M3.12%+2,07613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,362$4.64M0.11%+1,65913F-HRTimelineGroup
BRIGHTON JONES LLC21,152$4.6M0.1%new13F-HR/ATimeline
Vise Technologies, Inc.21,450$4.54M0.09%013F-HRTimeline
TriaGen Wealth Management LLC20,845$4.53M1.24%+10613F-HRTimeline
Bangor Savings Bank20,754$4.51M0.36%-2,28313F-HRTimeline
Brindle & Bay Financial Advisors, LLC20,629$4.48M2.75%+5,55313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,594$4.47M0.08%+12,43713F-HRTimelineGroup
Hilltop National Bank20,565$4.47M1.06%+51013F-HRTimeline
Marble Harbor Investment Counsel, LLC20,564$4.47M0.48%-38013F-HRTimeline
Tortoise Investment Management, LLC20,433$4.44M0.37%-61413F-HRTimeline
BlueSky Wealth Advisors, LLC20,362$4.42M0.57%+1,21313F-HRTimeline
Apriem Advisors20,337$4.42M0.42%+14,59213F-HRTimeline
Stone Summit Wealth LLC20,306$4.41M1.23%-3,01213F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…20,297$4.41M1.05%+8313F-HRTimeline
Beaumont Asset Management, L.L.C.20,159$4.38M1.97%-40213F-HRTimeline
Alhambra Investment Management LLC20,139$4.38M2.02%-46413F-HRTimeline
SCOTIA CAPITAL INC.20,088$4.36M0.02%-8813F-HRTimeline
Talon Private Wealth, LLC20,088$4.36M0.58%13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC20,007$4.35M1.32%-8,11813F-HRTimeline
STEVENS CAPITAL PARTNERS20,002$4.35M1.04%+1,70913F-HRTimeline