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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
Councilor Wealth, LLC17,848$3.54M1.68%+46113F-HRTimeline
FAS Wealth Partners, Inc.17,846$3.54M0.3%-30213F-HRTimeline
Elgethun Capital Management17,808$3.53M0.86%+1,01513F-HRTimeline
CWC Advisors, LLC.17,807$3.53M3.52%+21313F-HRTimeline
Wedmont Private Capital18,074$3.53M0.19%+32513F-HRTimeline
Falcon Wealth Planning17,802$3.53M0.39%-38013F-HRTimeline
Vickerman Investment Advisors, Inc.17,753$3.52M0.96%-38613F-HRTimeline
FOSTER & MOTLEY INC17,744$3.52M0.23%-2,49413F-HRTimeline
CWA Asset Management Group, LLC17,646$3.5M0.18%+8013F-HRTimeline
Greenhouse Wealth Management, LLC17,577$3.48M2.3%-5313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC17,502$3.47M0.44%-20213F-HRTimeline
Total Clarity Wealth Management, Inc.17,501$3.47M1.13%+7,90813F-HRTimeline
Roof Eidam Maycock Peralta, LLC17,431$3.45M0.89%+18213F-HRTimeline
IFP Advisors, Inc17,425$3.45M0.11%+1,38313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.17,378$3.44M0.24%-1,204,78713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management17,291$3.43M0.11%-11313F-HRTimelineGroup
Peak Retirement Planning, Inc.17,257$3.42M2.31%13F-HRTimeline
World Investment Advisors17,144$3.4M0.09%-141,42313F-HRTimeline
Werba Rubin Papier Wealth Management17,106$3.39M0.8%-7813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,958$3.36M0.19%+3,05613F-HRTimelineGroup
OLIO Financial Planning16,935$3.36M1.18%-22,96913F-HRTimeline
Wolff Financial Management LLC16,651$3.3M0.92%-11513F-HRTimeline
Marble Harbor Investment Counsel, LLC16,651$3.3M0.36%+23013F-HRTimeline
JFS WEALTH ADVISORS, LLC16,602$3.29M0.22%-19113F-HRTimeline
SOA Wealth Advisors, LLC.16,474$3.26M0.6%+49813F-HR/ATimeline
Envision Financial LLC16,321$3.23M2.59%13F-HR/ATimeline
O'Connor Financial Group LLC16,318$3.23M1.69%-78213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC16,546$3.23M0.71%+79813F-HRTimeline
Heartwood Wealth Advisors LLC16,259$3.22M0.36%013F-HRTimeline
Echo45 Advisors LLC15,968$3.18M2.09%+1,28513F-HRTimeline
Evergreen Private Wealth LLC15,996$3.17M1.49%-4213F-HRTimeline
Forza Wealth Management, LLC15,964$3.16M1.44%013F-HRTimeline
WealthShield Partners, LLC15,957$3.16M0.45%-1,62413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO15,925$3.16M0.06%-29813F-HRTimeline
Community Financial Services Group, LLC15,819$3.14M0.62%-2,85413F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA15,787$3.13M0.22%+2713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC15,756$3.12M1.62%-2613F-HRTimeline
McKinley Carter Wealth Services, Inc.15,725$3.12M0.19%-16713F-HRTimeline
Compound Planning, Inc.15,714$3.11M0.16%+10,77313F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC15,536$3.08M1.09%+40613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC15,488$3.07M0.65%-1,18013F-HRTimeline
Financial Engines Advisors L.L.C.15,243$3.02M0.01%+3,70313F-HRTimeline
Geneos Wealth Management Inc.15,206$3.01M0.11%+20013F-HRTimeline
Pathway Financial Advisors LLC15,159$3M0.69%+7913F-HRTimeline
AdvisorNet Financial, Inc15,157$3M0.25%-2013F-HRTimeline
CENTRAL TRUST Co15,147$3M0.07%+46113F-HRTimeline
Hilltop National Bank15,104$2.99M0.9%+3,51813F-HRTimeline
Wells Trecaso Financial Group, LLC15,085$2.99M0.98%+22713F-HRTimeline
Access Investment Management LLC15,000$2.97M0.86%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP14,920$2.96M0.05%+60913F-HR/ATimelineGroup
ROBERTS GLORE & CO INC /IL/14,887$2.95M0.88%+2,48613F-HRTimeline
LS Investment Advisors, LLC14,851$2.94M0.43%+1713F-HRTimeline
INNEALTA CAPITAL, LLC14,798$2.93M1.43%-17,65713F-HRTimeline
IFG Advisory, LLC14,649$2.9M0.16%-44613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,632$2.89M0.27%-96313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp14,518$2.88M0.09%+42613F-HRTimelineGroup
Towne Trust Company, N.A14,437$2.86M1%new13F-HRTimeline
Diversified Portfolios, Inc.14,395$2.85M0.31%+1,25813F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,337$2.84M0.91%+25213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,315$2.84M<0.01%+7,43413F-HRTimelineGroup
Waverly Advisors, LLC14,249$2.82M0.04%+1,01413F-HRTimeline
RIVERSEDGE ADVISORS, LLC14,231$2.82M0.64%+1,43913F-HRTimeline
RMR Capital Management, LLC14,206$2.82M2.1%-12713F-HRTimeline
Financial Advisors Network, Inc.14,179$2.81M0.47%13F-HRTimeline
Richard P Slaughter Associates Inc14,168$2.81M0.63%+98013F-HRTimeline
Center For Asset Management LLC14,142$2.8M1.81%+74713F-HRTimeline
SlateStone Wealth, LLC14,110$2.8M0.27%-1613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV14,086$2.79M0.83%-41913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC14,060$2.79M1.84%13F-HRTimeline
Sageworth Trust Co14,057$2.79M0.17%013F-HRTimeline
Vawter Financial, Ltd.14,057$2.79M1.67%-3713F-HRTimeline
MSH Capital Advisors LLC14,045$2.78M0.88%+30013F-HRTimeline
Roundview Capital LLC14,045$2.78M0.19%-58513F-HRTimeline
Ally Invest Advisors Inc.14,040$2.78M0.24%+2,15713F-HRTimeline
O'ROURKE & COMPANY, Inc14,027$2.78M1.36%+60813F-HRTimeline
Verity Asset Management, Inc.14,441$2.78M1.56%-14,60313F-HRTimeline
Nikulski Financial, Inc.14,002$2.77M0.82%+15713F-HRTimeline
North Star Investment Management Corp.13,982$2.77M0.19%+35913F-HRTimeline
MGO ONE SEVEN LLC13,963$2.77M0.11%+35013F-HRTimeline
TME FINANCIAL, INC.13,765$2.76M2.58%13F-HRTimeline
Linscomb Wealth, Inc.13,913$2.76M0.14%-11313F-HRTimeline
Wealthspire Retirement, LLC13,874$2.75M0.22%+70813F-HRTimeline
Magnus Financial Group LLC13,868$2.75M0.27%+3,25613F-HRTimeline
Prospera Financial Services Inc13,741$2.73M0.06%+32713F-HRTimeline
Arista Wealth Management, LLC13,683$2.71M0.65%+313F-HRTimeline
BlueSky Wealth Advisors, LLC13,648$2.7M0.42%-113F-HRTimeline
Simmons Bankin group Simmons Bank13,640$2.7M0.2%-27713F-HRTimelineGroup
Financial Freedom, LLC13,629$2.7M1.42%+8013F-HRTimeline
Financial Advocates Investment Manageme…13,606$2.7M0.15%+94913F-HRTimeline
Pillar Financial Advisors, LLC13,568$2.69M2.06%13F-HRTimeline
Federation des caisses Desjardins du Qu…13,408$2.66M0.01%-12813F-HRTimeline
SONATA CAPITAL GROUP INC13,389$2.65M1.1%+16513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,250$2.63M0.09%+8313F-HRTimeline
Corrigan Financial, Inc.13,116$2.6M0.6%+3713F-HRTimeline
AMG National Trust Bank13,050$2.58M0.07%-37013F-HRTimeline
CJM Wealth Advisers, Ltd.12,998$2.58M0.87%-73513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,958$2.57M0.02%-31513F-HRTimeline
J.W. COLE ADVISORS, INC.12,893$2.56M0.1%+17313F-HRTimeline
SEEDS INVESTOR LLC12,877$2.55M0.73%+23913F-HRTimeline
Opulen Financial Group LLC12,872$2.55M2.32%13F-HRTimeline
WP Advisors, LLC12,871$2.55M0.85%+6913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,790$2.53M0.19%-46713F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.12,738$2.52M0.12%+21713F-HRTimeline
Centered Wealth LLC dba Miller Equity C…12,655$2.51M0.96%-3313F-HRTimeline
Plancorp, LLC12,632$2.5M0.1%-1513F-HRTimeline
Worth Asset Management, LLC12,620$2.5M1.34%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12,517$2.48M0.16%-9913F-HRTimelineGroup
Principia Wealth Advisory, LLC12,446$2.47M2.32%13F-HRTimeline
Evanson Asset Management, LLC12,445$2.47M0.17%+1,00713F-HRTimeline
Walkner Condon Financial Advisors LLC12,428$2.46M0.5%-75013F-HRTimeline
Prossimo Advisors, LLC12,393$2.46M1.78%+32713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.12,345$2.45M1.13%-313F-HRTimeline
TRUE Private Wealth Advisors12,343$2.45M0.3%+21013F-HRTimeline
Acropolis Investment Management, LLC12,238$2.43M0.14%-13813F-HRTimeline
Gradient Capital Advisors, LLC12,231$2.42M0.78%+1,24813F-HRTimeline
REBALANCE, LLC12,207$2.42M0.18%-313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC12,175$2.41M0.22%+1713F-HRTimelineGroup
Composition Wealth, LLC12,158$2.41M0.05%-1,63313F-HRTimeline
Quotient Wealth Partners, LLC12,071$2.39M0.08%+32213F-HRTimeline
FIRST UNITED BANK & TRUST12,064$2.39M0.87%+24513F-HRTimeline
NorthLanding Financial Partners, LLC12,045$2.39M2.41%+28613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,987$2.38M+1,222Timeline
OPTIMA CAPITAL LLC11,984$2.38M1.64%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,900$2.36M<0.01%+8,40013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,880$2.35M0.18%-11413F-HRTimeline
Blue Barn Wealth, LLC11,776$2.33M1.23%-11013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,768$2.33M0.19%+13813F-HRTimeline
Sterling Financial Planning, Inc.11,724$2.32M0.85%-48413F-HRTimeline
SeaCrest Wealth Management, LLC11,655$2.31M0.24%+47613F-HRTimeline
Foundations Investment Advisors, LLC11,645$2.31M0.04%new13F-HRTimeline
Genesis Wealth Advisors, LLC11,554$2.29M2%13F-HRTimeline
Sage Mountain Advisors LLC11,351$2.25M0.16%+21713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,189$2.22M<0.01%+2,90413F-HRTimelineGroup
Midwest Financial Group LLC11,178$2.22M1.27%+6013F-HRTimeline
Investor's Fiduciary Advisor Network, L…11,102$2.2M0.84%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,990$2.18M0.18%+5,73213F-HR/ATimeline
GREENUP STREET WEALTH MANAGEMENT LLC10,910$2.16M0.43%+25613F-HRTimeline
SHAYNE & JACOBS, LLC10,867$2.15M0.56%+4513F-HRTimeline
VANCE WEALTH, LLC10,797$2.14M0.83%-75013F-HRTimeline
SYNOVUS FINANCIAL CORP10,744$2.13M0.03%-9,58713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,750$2.13M0.04%-24413F-HRTimeline
Regal Investment Advisors LLC10,725$2.13M0.16%+30413F-HRTimeline
RoundAngle Advisors LLC10,687$2.12M2.02%13F-HRTimeline
Matisse Capital10,652$2.11M1.07%+23713F-HRTimeline
Mustard Seed Financial, LLC10,612$2.1M1.71%-1713F-HRTimeline
Asset Dedication, LLC10,543$2.09M0.16%-1,39913F-HRTimeline
MONECO ADVISORS, LLC10,482$2.08M0.22%+28813F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,402$2.06M0.01%-1,44713F-HRTimelineGroup
Newton One Investments LLC10,262$2.03M0.78%+9813F-HRTimeline
Family Legacy, Inc.10,243$2.03M0.69%-2913F-HRTimeline
Telos Capital Management, Inc.10,250$2.03M0.22%+16113F-HRTimeline
Gotham Asset Management, LLC10,175$2.02M0.02%013F-HRTimeline
NewEdge Wealth, LLC10,163$2.01M0.03%+4,02613F-HRTimeline
Argent Trust Co10,142$2.01M0.08%+4613F-HRTimeline
One Charles Private Wealth Services, LLC10,141$2.01M0.68%+1,62213F-HRTimeline
MB Generational Wealth, LLC10,122$2.01M1.47%-4013F-HRTimeline
Aegis Wealth Management LLC10,069$2M1.35%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC10,018$1.99M0.06%+73713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.10,024$1.98M0.18%+10813F-HRTimelineGroup
Beaird Harris Wealth Management, LLC10,005$1.98M0.17%-7313F-HRTimeline
Anchor Pointe Wealth Management, LLC10,029$1.98M2.58%13F-HRTimeline
180 WEALTH ADVISORS, LLC9,924$1.97M0.31%-3613F-HRTimeline
FIDUCIARY ADVISORS, INC.9,905$1.96M1.98%13F-HRTimeline
Tranquility Partners, LLC9,822$1.96M0.74%-8013F-HRTimeline
Advyzon Investment Management, LLC9,802$1.94M0.75%13F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC9,541$1.93M1.49%-9913F-HRTimeline
WEALTHSPAN PARTNERS, LLC9,628$1.91M0.91%-34813F-HRTimeline
HARBOUR INVESTMENTS, INC.9,605$1.9M0.05%-18313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,581$1.9M0.12%+21513F-HRTimeline
Curtis Advisory Group, LLC9,570$1.9M0.5%+20913F-HRTimeline
Cassady Schiller Wealth Management, LLC9,533$1.89M0.69%+10813F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC9,522$1.89M0.07%new13F-HRTimeline
Triune Financial Partners, LLC9,505$1.88M0.59%-7113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…9,503$1.88M0.06%-2713F-HRTimelineGroup
Windward Private Wealth Management Inc.9,481$1.88M0.73%-22413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…9,470$1.88M0.31%-1,11913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,454$1.87M0.03%+1,29813F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co9,384$1.86M0.12%+27913F-HRTimeline
WESBANCO BANK INC9,378$1.86M0.06%+19013F-HRTimeline
Factor Wealth Management LTD9,367$1.86M0.62%13F-HRTimeline
STEVENS CAPITAL PARTNERS9,313$1.85M0.84%+28413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.9,303$1.84M0.37%-8113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,289$1.84M<0.01%+2,48413F-HRTimelineGroup
TRUST CO OF VERMONT9,232$1.83M0.09%+1,41013F-HRTimeline
OFC FINANCIAL PLANNING, LLC9,177$1.82M1.92%13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,126$1.81M0.13%+1013F-HRTimeline
Topsail Wealth Management, LLC9,071$1.8M0.38%13F-HRTimeline
CVA Family Office, LLC9,059$1.8M0.28%-3113F-HRTimeline
DUNCKER STREETT & CO INC9,058$1.8M0.33%-17813F-HRTimeline
Global Retirement Partners, LLC9,053$1.79M0.05%+17613F-HRTimeline
Talon Private Wealth, LLC8,908$1.77M0.37%+6,02413F-HR/ATimeline
Independent Advisor Alliance8,887$1.76M0.02%new13F-HRTimeline
Empower Advisory Group, LLC8,872$1.76M0.01%+93913F-HRTimeline
Mesirow Financial Investment Management…8,860$1.76M0.03%-8,53413F-HRTimeline
Guidance Point Advisors, LLC8,849$1.75M0.49%+9813F-HRTimeline
Trust Co of the South8,839$1.75M0.36%+3,98313F-HRTimeline
Hudson Value Partners, LLC8,794$1.74M0.65%+56913F-HRTimeline
West Branch Capital LLC8,736$1.73M0.55%-8413F-HRTimeline
BOKF, NAin group BOKF, NA8,836$1.72M0.03%+27013F-HRTimelineGroup
Kingsview Wealth Management, LLC8,644$1.71M0.03%+20513F-HRTimeline