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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
Greenhouse Wealth Management, LLC17,691$3.3M2.46%+11413F-HRTimeline
UMB Bank, n.a.17,684$3.29M0.05%-43813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Woodward Financial Advisors, Inc.17,678$3.29M1.56%-27413F-HRTimeline
Marble Harbor Investment Counsel, LLC17,591$3.28M0.37%+94013F-HRTimeline
CWC Advisors, LLC.17,479$3.26M1.85%-32813F-HRTimeline
FAS Wealth Partners, Inc.17,373$3.24M0.26%-47313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.17,328$3.23M0.23%-5013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd17,255$3.21M0.07%new13F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …17,217$3.21M0.05%-65113F-HRTimelineGroup
Arkadios Wealth Advisors17,216$3.21M0.12%+10,07013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC17,160$3.2M1.06%new13F-HRTimeline
FUTURE YOU WEALTH LLC17,070$3.18M2.04%-1,96013F-HRTimeline
Wedmont Private Capital18,279$3.13M0.16%+20513F-HRTimeline
3Chopt Investment Partners, LLC16,615$3.1M0.81%-1,46913F-HRTimeline
JFS WEALTH ADVISORS, LLC16,602$3.09M0.21%013F-HRTimeline
WealthShield Partners, LLC16,527$3.08M0.4%+57013F-HRTimeline
Regal Investment Advisors LLC16,490$3.07M0.25%+5,76513F-HRTimeline
Wolff Financial Management LLC16,453$3.06M0.85%-19813F-HRTimeline
FOSTER & MOTLEY INC16,432$3.06M0.19%-1,31213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC16,356$3.05M0.41%-1,14613F-HRTimeline
Evergreen Private Wealth LLC16,254$3.03M1.42%+25813F-HRTimeline
Echo45 Advisors LLC16,212$3.02M2.02%+24413F-HRTimeline
Werba Rubin Papier Wealth Management16,076$2.99M0.65%-1,03013F-HRTimeline
Forza Wealth Management, LLC15,924$2.97M1.33%-4013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA15,877$2.96M0.21%+9013F-HRTimeline
Envision Financial LLC15,868$2.96M2.23%-45313F-HRTimeline
Ally Invest Advisors Inc.15,640$2.91M0.25%+1,60013F-HRTimeline
IFG Advisory, LLC15,530$2.89M0.16%+88113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,403$2.87M<0.01%+6,11413F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC15,332$2.86M0.57%-15613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,276$2.85M0.09%-2,01513F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC15,266$2.84M0.56%+4,35613F-HRTimeline
McKinley Carter Wealth Services, Inc.15,250$2.84M0.17%-47513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC15,162$2.82M1.52%-59413F-HRTimeline
Pathway Financial Advisors LLC15,133$2.82M0.51%-2613F-HRTimeline
AdvisorNet Financial, Inc15,086$2.81M0.21%-7113F-HRTimeline
OLIO Financial Planning15,055$2.8M0.97%-1,88013F-HRTimeline
BlueSky Wealth Advisors, LLC15,027$2.8M0.43%+1,37913F-HRTimeline
Heartwood Wealth Advisors LLC15,017$2.8M0.32%-1,24213F-HRTimeline
Wells Trecaso Financial Group, LLC14,909$2.78M0.93%-17613F-HRTimeline
CENTRAL TRUST Co14,789$2.76M0.07%-35813F-HRTimeline
Financial Advisors Network, Inc.14,707$2.74M0.45%+52813F-HRTimeline
Towne Trust Company, N.A14,596$2.72M0.95%+15913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC15,937$2.7M0.59%-60913F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,410$2.68M0.59%+7313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,400$2.68M<0.01%+2,50013F-HRTimeline
O'ROURKE & COMPANY, Inc14,397$2.68M1.33%+37013F-HRTimeline
LS Investment Advisors, LLC14,382$2.68M0.41%-46913F-HRTimeline
MSH Capital Advisors LLC14,380$2.68M0.83%+33513F-HRTimeline
Linscomb Wealth, Inc.14,294$2.66M0.13%+38113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV14,271$2.66M0.71%+18513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,255$2.65M0.25%-37713F-HR/ATimeline
Nikulski Financial, Inc.14,085$2.62M0.79%+8313F-HRTimeline
RMR Capital Management, LLC14,071$2.62M1.89%-13513F-HRTimeline
Sageworth Trust Co14,057$2.62M0.16%013F-HRTimeline
Financial Engines Advisors L.L.C.13,988$2.61M0.01%-1,25513F-HRTimeline
Vawter Financial, Ltd.13,849$2.58M1.45%-20813F-HRTimeline
Waverly Advisors, LLC13,843$2.58M0.03%-40613F-HRTimeline
Talon Private Wealth, LLC13,759$2.57M0.35%+4,85113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,816$2.57M0.09%+56613F-HRTimeline
Financial Freedom, LLC13,735$2.56M1.47%+10613F-HRTimeline
Prospera Financial Services Inc13,663$2.55M0.06%-7813F-HRTimeline
Quantinno Capital Management LP13,691$2.55M0.02%+6,90713F-HRTimeline
Pillar Financial Advisors, LLC13,650$2.54M1.89%+8213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,648$2.54M0.2%+1,88013F-HRTimeline
SONATA CAPITAL GROUP INC13,639$2.54M1.11%+25013F-HRTimeline
Diversified Portfolios, Inc.13,639$2.54M0.27%-75613F-HRTimeline
Arista Wealth Management, LLC13,627$2.54M0.62%-5613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,615$2.54M0.02%+65713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,502$2.52M0.14%-3,45613F-HRTimelineGroup
O'Connor Financial Group LLC13,440$2.5M1.3%-2,87813F-HRTimeline
Evanson Asset Management, LLC13,330$2.48M0.18%+88513F-HRTimeline
Federation des caisses Desjardins du Qu…13,233$2.47M0.01%-17513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding12,405$2.46M-16,905Timeline
Opulen Financial Group LLC13,173$2.45M2.23%+30113F-HRTimeline
Simmons Bankin group Simmons Bank13,076$2.44M0.18%-56413F-HRTimelineGroup
STEVENS CAPITAL PARTNERS13,072$2.44M1.14%+3,75913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC13,040$2.43M1.53%-1,02013F-HRTimeline
Corrigan Financial, Inc.13,019$2.43M0.5%-9713F-HRTimeline
Foundations Investment Advisors, LLC12,941$2.41M0.04%+1,29613F-HRTimeline
Magnus Financial Group LLC12,923$2.41M0.23%-94513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.12,886$2.4M1.06%+54113F-HRTimeline
WP Advisors, LLC12,877$2.4M0.8%+613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,748$2.37M0.12%+1013F-HRTimeline
Plancorp, LLC12,726$2.37M0.09%+9413F-HRTimeline
RIVERSEDGE ADVISORS, LLC12,704$2.37M0.53%-1,52713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12,595$2.35M0.11%+7813F-HRTimelineGroup
Belpointe Asset Management LLC12,569$2.34M0.12%+4,83813F-HRTimeline
Acropolis Investment Management, LLC12,448$2.32M0.14%+21013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC12,441$2.32M<0.01%+1,25213F-HRTimelineGroup
Principia Wealth Advisory, LLC13,101$2.32M2.23%+65513F-HRTimeline
Prossimo Advisors, LLC12,393$2.31M1.74%013F-HRTimeline
North Star Investment Management Corp.12,386$2.31M0.17%-1,59613F-HRTimeline
ROBERTS GLORE & CO INC /IL/12,296$2.29M0.7%-2,59113F-HRTimeline
REBALANCE, LLC12,280$2.29M0.17%+7313F-HRTimeline
NorthLanding Financial Partners, LLC12,259$2.28M2.24%+21413F-HRTimeline
Walkner Condon Financial Advisors LLC12,253$2.28M0.46%-17513F-HRTimeline
Gradient Capital Advisors, LLC12,165$2.27M0.74%-6613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,065$2.25M0.07%+7813F-HRTimelineGroup
AMG National Trust Bank12,022$2.24M0.06%-1,02813F-HRTimeline
Gibraltar Capital Management, Inc.11,994$2.23M0.48%new13F-HRTimeline
Northwest Capital Management Inc11,971$2.23M0.92%+11,87113F-HRTimeline
OPTIMA CAPITAL LLC11,951$2.23M1.42%-3313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,933$2.22M0.17%+5313F-HRTimeline
SEEDS INVESTOR LLC11,919$2.22M0.62%-95813F-HRTimeline
Composition Wealth, LLC11,886$2.21M0.04%-27213F-HRTimeline
Sterling Financial Planning, Inc.11,729$2.18M0.79%+513F-HRTimeline
Blue Barn Wealth, LLC11,690$2.18M1.14%-8613F-HRTimeline
CJM Wealth Advisers, Ltd.11,668$2.17M0.77%-1,33013F-HRTimeline
Grove Bank & Trust11,560$2.15M0.29%+3,14413F-HRTimeline
FIRST UNITED BANK & TRUST11,516$2.15M0.8%-54813F-HRTimeline
Quotient Wealth Partners, LLC11,437$2.13M0.07%-63413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.11,355$2.12M0.41%+2,05213F-HRTimeline
Roundview Capital LLC11,321$2.11M0.15%-2,72413F-HRTimeline
J.W. COLE ADVISORS, INC.11,312$2.11M0.07%-1,58113F-HRTimeline
VestGen Advisors, LLC11,222$2.09M0.1%13F-HRTimeline
Aegis Wealth Management LLC11,137$2.07M1.22%+1,06813F-HRTimeline
Sage Mountain Advisors LLC11,020$2.05M0.15%-33113F-HRTimeline
SHAYNE & JACOBS, LLC10,867$2.02M0.5%013F-HRTimeline
Telos Capital Management, Inc.10,856$2.02M0.22%+60613F-HRTimeline
Center For Asset Management LLC10,841$2.02M1.23%-3,30113F-HRTimeline
Mustard Seed Financial, LLC10,828$2.02M1.62%+21613F-HRTimeline
SYNOVUS FINANCIAL CORP10,674$1.99M0.03%-7013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,658$1.99M0.06%+1,05313F-HRTimeline
Matisse Capital10,652$1.98M1.05%013F-HRTimeline
Wealthspire Retirement, LLC10,643$1.98M0.16%-3,23113F-HRTimeline
SlateStone Wealth, LLC10,609$1.98M0.2%-3,50113F-HRTimeline
Midwest Financial Group LLC10,589$1.97M1.15%-58913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,582$1.97M0.01%+18013F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,574$1.97M0.19%-1,60113F-HRTimelineGroup
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.10,542$1.96M1.66%13F-HRTimeline
MONECO ADVISORS, LLC10,475$1.95M0.2%-713F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC10,445$1.95M0.05%+42713F-HRTimeline
RoundAngle Advisors LLC10,417$1.94M1.78%-27013F-HRTimeline
Newton One Investments LLC10,369$1.93M0.69%+10713F-HRTimeline
Kraft, Davis & Associates, LLC11,054$1.93M0.62%-8,90313F-HRTimeline
New Age Alpha Advisors, LLC10,256$1.91M0.09%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.10,219$1.9M1.88%+31413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,206$1.9M0.04%-54413F-HRTimeline
One Charles Private Wealth Services, LLC10,181$1.9M0.61%+4013F-HRTimeline
Gotham Asset Management, LLC10,175$1.9M0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC10,090$1.88M0.16%+8513F-HRTimeline
PLANNING DIRECTIONS INC10,088$1.88M0.8%+2,07113F-HRTimeline
Argent Trust Co10,022$1.87M0.08%-12013F-HRTimeline
Tranquility Partners, LLC9,987$1.86M0.72%+16513F-HRTimeline
Family Legacy, Inc.9,961$1.86M0.64%-28213F-HRTimeline
Sowell Financial Services LLC9,956$1.85M0.08%new13F-HRTimeline
Community Financial Services Group, LLC9,944$1.85M0.4%-5,87513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.9,927$1.85M0.17%-9713F-HRTimelineGroup
Cooksen Wealth, LLC9,635$1.85M1.88%+2,41913F-HRTimeline
Iron Horse Wealth Management, LLC9,839$1.83M0.59%-40,07513F-HRTimeline
MGO ONE SEVEN LLC9,821$1.83M0.07%-4,14213F-HRTimeline
180 WEALTH ADVISORS, LLC9,818$1.83M0.29%-10613F-HRTimeline
VANCE WEALTH, LLC9,814$1.83M0.69%-98313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,706$1.81M0.12%+7,86313F-HRTimelineGroup
IVC Wealth Advisors LLC9,703$1.81M0.97%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,705$1.81M0.11%+12413F-HRTimeline
Hudson Value Partners, LLC9,672$1.8M0.68%+87813F-HRTimeline
NewEdge Wealth, LLC9,608$1.79M0.03%-55513F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC9,541$1.78M1.63%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…9,503$1.77M0.06%013F-HRTimelineGroup
Factor Wealth Management LTD9,475$1.77M0.54%+10813F-HRTimeline
USAdvisors Wealth Management, LLC9,441$1.76M0.61%+1,13113F-HRTimeline
Greenline Partners, LLC4,804$1.76M0.27%+2,09513F-HRTimeline
WESBANCO BANK INC9,419$1.75M0.06%+4113F-HRTimeline
WEALTHSPAN PARTNERS, LLC9,408$1.75M0.81%-22013F-HRTimeline
Curtis Advisory Group, LLC9,402$1.75M0.51%-16813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,339$1.74M0.02%-11513F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…9,332$1.74M0.82%-1,77013F-HRTimeline
OFC FINANCIAL PLANNING, LLC9,309$1.73M1.96%+13213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,291$1.73M0.13%+16513F-HRTimeline
Triune Financial Partners, LLC9,211$1.72M0.54%-29413F-HRTimeline
Pine Valley Investments Ltd Liability Co9,118$1.7M0.11%-26613F-HRTimeline
Mascagni Wealth Management, Inc.9,084$1.69M1.68%013F-HR/ATimeline
Topsail Wealth Management, LLC9,071$1.69M0.34%013F-HRTimeline
DUNCKER STREETT & CO INC9,051$1.69M0.33%-713F-HRTimeline
Mutual Advisors, LLC9,417$1.69M0.05%+2,38913F-HRTimeline
BOKF, NAin group BOKF, NA9,000$1.68M0.03%+16413F-HRTimelineGroup
Windward Private Wealth Management Inc.8,949$1.67M0.65%-53213F-HRTimeline
CVA Family Office, LLC8,937$1.66M0.26%-12213F-HRTimeline
Guidance Point Advisors, LLC8,907$1.66M0.47%+5813F-HRTimeline
Mesirow Financial Investment Management…8,875$1.65M0.03%+1513F-HRTimeline
Trust Co of the South8,839$1.65M0.34%013F-HRTimeline
TRUST CO OF VERMONT8,750$1.63M0.08%-48213F-HRTimeline
Paragon Capital Management Ltd8,681$1.62M0.33%+12913F-HRTimeline
Advyzon Investment Management, LLC8,584$1.6M0.57%-1,21813F-HRTimeline
PBMares Wealth Management LLC8,493$1.58M0.32%+2013F-HRTimeline
City State Bank8,443$1.57M0.52%-4713F-HRTimeline
Compton Wealth Advisory Group, LLC8,432$1.57M0.44%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.8,432$1.57M0.26%-713F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC8,408$1.57M<0.01%013F-HRTimeline
Probity Advisors, Inc.8,392$1.56M0.3%-24713F-HRTimeline
CHAPIN DAVIS, INC.8,353$1.56M0.53%+61613F-HRTimeline
Focus Financial Network, Inc.8,330$1.55M0.06%+1013F-HRTimeline
InvesTrust8,328$1.55M0.42%+15513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,277$1.54M0.16%+1,54613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,422$1.53M<0.01%+2,05613F-HRTimelineGroup
EWG Elevate Inc.8,195$1.53M0.58%+37313F-HRTimeline
SC&H Financial Advisors, Inc.8,148$1.52M0.3%+36613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,147$1.52M0.03%+40113F-HRTimelineGroup