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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
Northeast Financial Consultants Inc17,637$3.44M0.14%-1,31313F-HRTimeline
Woodward Financial Advisors, Inc.17,630$3.44M1.42%-4813F-HRTimeline
FDx Advisors, Inc.17,599$3.43M1.05%-49113F-HRTimeline
Integrity Wealth Solutions LLC17,538$3.42M1.67%-1,89213F-HRTimeline
Index Fund Advisors, Inc.17,441$3.4M0.19%-71813F-HRTimeline
Marble Harbor Investment Counsel, LLC17,391$3.39M0.37%-20013F-HRTimeline
UMB Bank, n.a.17,303$3.37M0.05%-38113F-HR/ATimeline
Evergreen Private Wealth LLC17,281$3.37M1.41%+1,02713F-HRTimeline
FAS Wealth Partners, Inc.17,173$3.35M0.25%-20013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC17,160$3.35M1.1%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC16,548$3.29M0.59%+61113F-HRTimeline
Aspen Wealth Strategies, LLC16,693$3.26M1.96%new13F-HRTimeline
Towne Trust Company, N.A16,652$3.25M1.13%+2,05613F-HR/ATimeline
STEVENS CAPITAL PARTNERS16,356$3.24M1.16%+3,28413F-HRTimeline
Echo45 Advisors LLC16,606$3.24M2.04%+39413F-HRTimeline
JFS WEALTH ADVISORS, LLC16,602$3.24M0.21%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,581$3.23M0.21%-74713F-HRTimelineGroup
WealthShield Partners, LLC16,566$3.23M0.39%+3913F-HRTimeline
3Chopt Investment Partners, LLC16,460$3.22M0.78%-15513F-HRTimeline
NewEdge Wealth, LLC16,255$3.22M0.05%+6,64713F-HRTimeline
WARNER FINANCIAL, INC16,456$3.21M1.32%-1,36213F-HRTimeline
Wolff Financial Management LLC16,453$3.21M0.83%013F-HRTimeline
THEORY FINANCIAL LLC16,172$3.21M1.22%-1,52013F-HRTimeline
FLOW TRADERS U.S. LLC16,379$3.19M0.12%new13F-HRTimeline
J.W. COLE ADVISORS, INC.16,348$3.19M0.07%+5,03613F-HRTimeline
rebel Financial LLC16,240$3.18M1.45%13F-HRTimeline
Ally Invest Advisors Inc.16,279$3.17M0.25%+63913F-HRTimeline
Greenhouse Wealth Management, LLC16,160$3.15M2.03%-1,53113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,150$3.15M0.08%new13F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC16,142$3.15M0.55%+87613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,991$3.13M0.02%+9,78013F-HRTimelineGroup
FUTURE YOU WEALTH LLC16,063$3.13M1.7%-1,00713F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA16,036$3.13M0.21%+15913F-HRTimeline
Forza Wealth Management, LLC15,924$3.11M1.27%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,836$3.09M<0.01%-38,85613F-HRTimelineGroup
Financial Advisors Network, Inc.15,818$3.08M0.47%+1,11113F-HRTimeline
Midwestern Financial, LLC /IA15,812$3.08M2.89%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,801$3.08M0.22%+2,15313F-HRTimeline
Werba Rubin Papier Wealth Management15,798$3.08M0.58%-27813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,766$3.07M0.08%+1,95013F-HRTimeline
Envision Financial LLC15,762$3.07M2.05%-10613F-HRTimeline
FOSTER & MOTLEY INC15,478$3.02M0.17%-95413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC15,372$3M0.54%+4013F-HRTimeline
Evanson Asset Management, LLC15,372$3M0.19%+2,04213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC15,285$2.98M0.37%-1,07113F-HRTimeline
OLIO Financial Planning15,284$2.98M0.94%+22913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,175$2.96M0.15%-2,83313F-HRTimelineGroup
Pathway Financial Advisors LLC15,133$2.95M0.43%013F-HRTimeline
Heartwood Wealth Advisors LLC15,038$2.93M0.31%+2113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC15,020$2.93M1.51%-14213F-HRTimeline
Access Investment Management LLC15,000$2.93M0.83%13F-HRTimeline
Wells Trecaso Financial Group, LLC14,874$2.9M0.9%-3513F-HRTimeline
McKinley Carter Wealth Services, Inc.14,850$2.9M0.16%-40013F-HRTimeline
CENTRAL TRUST Co14,731$2.87M0.07%-5813F-HRTimeline
Composition Wealth, LLC14,699$2.87M0.05%+2,81313F-HRTimeline
AdvisorNet Financial, Inc14,499$2.83M0.18%-58713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,449$2.82M0.06%+9,86413F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,442$2.82M0.55%+3213F-HRTimeline
Linscomb Wealth, Inc.14,421$2.81M0.13%+12713F-HRTimeline
Nikulski Financial, Inc.14,303$2.79M0.76%+21813F-HRTimeline
MSH Capital Advisors LLC14,287$2.79M0.8%-9313F-HRTimeline
LS Investment Advisors, LLC14,202$2.77M0.4%-18013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV14,182$2.77M0.6%-8913F-HRTimeline
Verity Asset Management, Inc.14,145$2.76M1.32%-15,09513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,063$2.74M0.12%+56113F-HRTimelineGroup
Sageworth Trust Co14,057$2.74M0.15%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,986$2.73M0.1%-1,29013F-HRTimelineGroup
Center For Asset Management LLC13,784$2.72M1.68%+2,94313F-HRTimeline
Trust Co of the South13,928$2.72M0.48%+5,08913F-HRTimeline
Financial Freedom, LLC13,819$2.69M1.45%+8413F-HRTimeline
NorthLanding Financial Partners, LLC13,661$2.66M2.36%+1,40213F-HRTimeline
Arista Wealth Management, LLC13,613$2.65M0.37%-1413F-HRTimeline
Pillar Financial Advisors, LLC13,550$2.64M1.82%-10013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,532$2.64M0.22%-72313F-HRTimeline
SONATA CAPITAL GROUP INC13,447$2.62M1.05%-19213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.13,412$2.62M0.03%+4,07313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,402$2.61M0.01%-13,57113F-HR/ATimelineGroup
MARYLAND CAPITAL ADVISORS INC.13,388$2.61M1.02%+50213F-HRTimeline
Opulen Financial Group LLC13,360$2.61M2.14%+18713F-HRTimeline
Capital Advisors Wealth Management, LLC13,355$2.6M0.41%-36,75313F-HRTimeline
Waverly Advisors, LLC13,340$2.6M0.03%-50313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,231$2.58M0.02%-38413F-HRTimeline
O'ROURKE & COMPANY, Inc13,230$2.58M1.2%-1,16713F-HRTimeline
FINANCIAL COUNSELORS INC13,148$2.56M3.63%-26,20213F-HRTimeline
Discipline Wealth Solutions, LLC13,118$2.56M0.98%+8,02613F-HRTimeline
Federation des caisses Desjardins du Qu…13,059$2.55M0.01%-17413F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC13,040$2.54M1.54%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC12,861$2.51M0.78%-6,87313F-HRTimeline
WP Advisors, LLC12,771$2.49M0.68%-10613F-HRTimeline
Beaird Harris Wealth Management, LLC12,732$2.48M0.19%+2,64213F-HRTimeline
Gibraltar Capital Management, Inc.12,726$2.48M0.48%+73213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management12,685$2.47M0.37%-20,10713F-HRTimelineGroup
Plancorp, LLC12,605$2.46M0.09%-12113F-HRTimeline
Acropolis Investment Management, LLC12,603$2.46M0.14%+15513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,436$2.44M0.11%-31213F-HRTimeline
North Star Investment Management Corp.12,386$2.42M0.17%013F-HRTimeline
Schneider Downs Wealth Management Advis…12,350$2.41M0.36%+11,22313F-HRTimeline
ROBERTS GLORE & CO INC /IL/12,311$2.4M0.7%+1513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12,295$2.4M0.1%-30013F-HRTimelineGroup
REBALANCE, LLC12,273$2.39M0.16%-713F-HRTimeline
AMG National Trust Bank12,180$2.38M0.06%+15813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,162$2.37M0.16%+22913F-HRTimeline
Financial Engines Advisors L.L.C.12,156$2.37M<0.01%-1,83213F-HRTimeline
B. Riley Wealth Advisors, Inc.11,938$2.33M0.11%-10,08413F-HRTimeline
Simmons Bankin group Simmons Bank11,935$2.33M0.17%-1,14113F-HRTimelineGroup
Principia Wealth Advisory, LLC11,926$2.33M1.98%-1,17513F-HRTimeline
Telos Capital Management, Inc.11,831$2.31M0.23%+97513F-HRTimeline
Sterling Financial Planning, Inc.11,753$2.29M0.77%+2413F-HRTimeline
Gradient Capital Advisors, LLC11,723$2.29M0.68%-44213F-HRTimeline
Blue Barn Wealth, LLC11,710$2.28M1.08%+2013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,551$2.25M<0.01%-3,85213F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL11,523$2.25M0.02%new13F-HRTimeline
MGO ONE SEVEN LLC11,521$2.25M0.07%+1,70013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,440$2.23M0.04%-96513F-HRTimelineGroup
OPTIMA CAPITAL LLC11,373$2.23M1.2%-57813F-HRTimeline
CJM Wealth Advisers, Ltd.11,238$2.19M0.73%-43013F-HRTimeline
Global Retirement Partners, LLC11,149$2.17M0.05%13F-HRTimeline
Ashton Thomas Private Wealth, LLC11,063$2.17M0.08%-26,37113F-HRTimeline
IVC Wealth Advisors LLC11,108$2.17M1.06%+1,40513F-HRTimeline
Quantinno Capital Management LP11,060$2.16M0.01%-2,63113F-HRTimeline
Sage Mountain Advisors LLC11,020$2.15M0.14%013F-HRTimeline
Mustard Seed Financial, LLC10,956$2.14M1.54%+12813F-HRTimeline
FIDUCIARY ADVISORS, INC.10,933$2.13M1.88%+71413F-HRTimeline
SHAYNE & JACOBS, LLC10,867$2.12M0.7%013F-HRTimeline
Quotient Wealth Partners, LLC10,862$2.12M0.06%-57513F-HRTimeline
SYNOVUS FINANCIAL CORP10,681$2.09M0.03%+713F-HRTimeline
SEEDS INVESTOR LLC10,675$2.08M0.49%-1,24413F-HRTimeline
Matisse Capital10,652$2.08M0.98%013F-HRTimeline
Aegis Wealth Management LLC11,137$2.07M1.24%013F-HRTimeline
Roundview Capital LLC10,635$2.07M0.14%-68613F-HRTimeline
Wealthspire Retirement, LLC10,632$2.07M0.14%-1113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,560$2.07M0.19%-1413F-HRTimelineGroup
Midwest Financial Group LLC10,604$2.07M1.09%+1513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,595$2.07M<0.01%-1,84613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,573$2.06M0.01%-913F-HRTimelineGroup
Probity Advisors, Inc.10,548$2.06M0.36%+2,15613F-HRTimeline
Inlight Wealth Management, LLC10,544$2.06M1.07%+5,95213F-HRTimeline
Talon Private Wealth, LLC10,467$2.04M0.28%-3,29213F-HRTimeline
SlateStone Wealth, LLC10,342$2.02M0.19%-26713F-HRTimeline
Pioneer Wealth Management Group10,325$2.01M0.75%+4,02813F-HRTimeline
EWG Elevate Inc.10,323$2.01M0.62%+2,12813F-HRTimeline
RoundAngle Advisors LLC10,291$2.01M1.68%-12613F-HRTimeline
Mutual Advisors, LLC9,837$2M0.05%+42013F-HRTimeline
RMR Capital Management, LLC10,240$2M1.43%-3,83113F-HRTimeline
Newton One Investments LLC10,204$1.99M0.63%-16513F-HRTimeline
RIVERSEDGE ADVISORS, LLC10,196$1.99M0.39%-2,50813F-HRTimeline
Gotham Asset Management, LLC10,175$1.98M0.01%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,172$1.98M0.03%-3413F-HRTimeline
Family Legacy, Inc.10,165$1.98M0.64%+20413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.10,159$1.98M0.34%-1,19613F-HRTimeline
Sowell Financial Services LLC10,155$1.98M0.08%+19913F-HRTimeline
One Charles Private Wealth Services, LLC10,138$1.98M0.56%-4313F-HRTimeline
Tranquility Partners, LLC10,034$1.96M0.7%+4713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC9,991$1.95M0.05%-45413F-HRTimeline
MONECO ADVISORS, LLC9,990$1.95M0.18%-48513F-HRTimeline
GTS SECURITIES LLC9,918$1.93M0.09%+7,88313F-HRTimeline
Factor Wealth Management LTD9,865$1.92M0.53%+39013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.9,821$1.92M0.16%-10613F-HRTimelineGroup
180 WEALTH ADVISORS, LLC9,788$1.91M0.27%-3013F-HRTimeline
Iron Horse Wealth Management, LLC9,784$1.91M0.56%-5513F-HRTimeline
AlphaCore Capital LLC9,728$1.91M0.07%+6,09913F-HRTimeline
HARBOUR INVESTMENTS, INC.9,738$1.9M0.05%-92013F-HRTimeline
Magnus Financial Group LLC9,723$1.9M0.17%-3,20013F-HRTimeline
WESBANCO BANK INC9,607$1.87M0.06%+18813F-HRTimeline
Walkner Condon Financial Advisors LLC9,553$1.86M0.34%-2,70013F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC9,541$1.86M1.73%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,516$1.86M<0.01%+9413F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…9,453$1.84M0.05%-5013F-HRTimelineGroup
Argent Trust Co9,372$1.83M0.07%-65013F-HRTimeline
Curtis Advisory Group, LLC9,299$1.81M0.46%-10313F-HRTimeline
OFC FINANCIAL PLANNING, LLC9,269$1.81M1.92%-4013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC9,260$1.81M0.28%+1,54013F-HRTimeline
Pine Valley Investments Ltd Liability Co9,220$1.81M0.11%+10213F-HRTimeline
WEALTHSPAN PARTNERS, LLC9,212$1.8M0.75%-19613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,118$1.78M0.12%-58713F-HRTimeline
Topsail Wealth Management, LLC9,071$1.78M0.32%013F-HRTimeline
Triune Financial Partners, LLC9,103$1.78M0.49%-10813F-HRTimeline
Manchester Capital Management LLC9,101$1.77M0.23%-17,34113F-HRTimeline
USAdvisors Wealth Management, LLC9,034$1.76M0.65%-40713F-HRTimeline
BOKF, NAin group BOKF, NA8,994$1.75M0.03%-613F-HRTimelineGroup
FIRST UNITED BANK & TRUST8,993$1.75M0.61%-2,52313F-HRTimeline
Windward Private Wealth Management Inc.8,947$1.74M0.63%-213F-HRTimeline
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …8,932$1.74M0.02%-20,05613F-HRTimelineGroup
Guidance Point Advisors, LLC8,907$1.74M0.45%013F-HRTimeline
VANCE WEALTH, LLC8,896$1.73M0.59%-91813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,888$1.73M0.18%+3,46613F-HRTimeline
Advyzon Investment Management, LLC8,877$1.73M0.38%+29313F-HRTimeline
Mesirow Financial Investment Management…8,861$1.73M0.03%-1413F-HRTimeline
O'Connor Financial Group LLC8,463$1.71M0.75%-4,97713F-HRTimeline
Grove Bank & Trust8,707$1.7M0.21%-2,85313F-HRTimeline
DUNCKER STREETT & CO INC8,703$1.7M0.31%-34813F-HRTimeline
Northwest Capital Management Inc8,679$1.69M0.92%-3,29213F-HRTimeline
Investor's Fiduciary Advisor Network, L…8,670$1.69M0.63%-66213F-HRTimeline
Breakwater Capital Group8,555$1.67M0.27%+41813F-HRTimeline
Compton Wealth Advisory Group, LLC8,547$1.67M0.42%+11513F-HRTimeline
PBMares Wealth Management LLC8,485$1.65M0.3%-813F-HRTimeline
Community Financial Services Group, LLC8,477$1.65M0.33%-1,46713F-HRTimeline
CVA Family Office, LLC8,447$1.65M0.23%-49013F-HRTimeline
Precision Wealth Strategies, LLC8,421$1.64M0.53%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC8,408$1.64M<0.01%013F-HRTimeline