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Disclosery

VBR VANGUARD INDEX FDS

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SHS (fund)

1,571 managers (1,580 13F filers) reported a position in VBR shares at 2025-09-30, 85,742,741 shares in all. 99 filers opened a position and 73 filers sold out during the quarter.

Managers
1,571
13F filers
1,580
New
99
Added
579
Reduced
587
Sold out
73
Shares held by filers
85,742,741

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Wedmont Private Capital18,003$3.76M0.14%-16513F-HRTimeline
J.W. COLE ADVISORS, INC.17,956$3.75M0.07%+1,60813F-HRTimeline
BlueSky Wealth Advisors, LLC17,875$3.73M0.5%-1,14213F-HRTimeline
Kathleen S. Wright Associates Inc.17,867$3.73M1.38%+20613F-HRTimeline
Avantax Planning Partners, Inc.17,802$3.72M0.11%-5713F-HRTimeline
CWA Asset Management Group, LLC17,694$3.69M0.14%-11113F-HRTimeline
UMB Bank, n.a.17,664$3.69M0.05%+36113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Woodward Financial Advisors, Inc.17,623$3.68M1.4%-713F-HRTimeline
CWC Advisors, LLC.17,615$3.68M1.8%-14013F-HRTimeline
PFG Private Wealth Management, LLC17,501$3.65M1.63%new13F-HRTimeline
Integrity Wealth Solutions LLC17,501$3.65M1.63%-3713F-HRTimeline
Index Fund Advisors, Inc.17,483$3.65M0.18%+4213F-HRTimeline
WealthShield Partners, LLC17,296$3.61M0.41%+73013F-HRTimeline
FAS Wealth Partners, Inc.17,220$3.59M0.24%+4713F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC17,160$3.58M1.02%013F-HRTimeline
Financial Advisors Network, Inc.17,133$3.58M0.51%+1,31513F-HRTimeline
Echo45 Advisors LLC17,091$3.57M2.09%+48513F-HRTimeline
Aspen Wealth Strategies, LLC17,029$3.55M1.99%+33613F-HRTimeline
WARNER FINANCIAL, INC16,947$3.54M1.32%+49113F-HRTimeline
FDx Advisors, Inc.17,046$3.52M1.05%-55313F-HRTimeline
Cranbrook Wealth Management, LLC16,798$3.51M0.7%-1,25013F-HRTimeline
Werba Rubin Papier Wealth Management16,776$3.5M0.57%+97813F-HRTimeline
JFS WEALTH ADVISORS, LLC16,602$3.47M0.2%013F-HRTimeline
Wolff Financial Management LLC16,520$3.45M0.8%+6713F-HRTimeline
STEVENS CAPITAL PARTNERS16,474$3.44M1.03%+11813F-HRTimeline
Rialto Wealth Management, LLC16,449$3.43M0.89%-2,16813F-HRTimeline
Councilor Wealth, LLC16,276$3.4M1.57%-2,89613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV16,209$3.38M0.23%+40813F-HRTimeline
3Chopt Investment Partners, LLC15,961$3.35M0.76%-49913F-HRTimeline
NewEdge Wealth, LLC16,195$3.34M0.05%-6013F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…16,000$3.34M0.03%new13F-HRTimelineGroup
Forza Wealth Management, LLC15,924$3.32M1.27%013F-HRTimeline
Greenhouse Wealth Management, LLC15,903$3.32M1.99%-25713F-HRTimeline
Inlight Wealth Management, LLC15,845$3.31M1.55%+5,30113F-HRTimeline
rebel Financial LLC0$3.29M1.43%-16,24013F-HRTimelineAmount filed as zero, left out of ratios.
BALDWIN WEALTH PARTNERS LLC/MA15,764$3.29M0.21%-27213F-HRTimeline
NerdWallet Wealth Partners, LLC15,798$3.29M1.61%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.15,583$3.25M0.19%-99813F-HRTimelineGroup
Evanson Asset Management, LLC15,469$3.23M0.18%+9713F-HRTimeline
Envision Financial LLC15,466$3.23M1.85%-29613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC15,445$3.22M0.5%-69713F-HRTimeline
Geneos Wealth Management Inc.15,393$3.21M0.08%-10,39013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC15,386$3.21M0.53%+1413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,366$3.21M0.13%+1,30313F-HRTimelineGroup
Midwestern Financial, LLC /IA15,301$3.19M2.74%-51113F-HRTimeline
Heartwood Wealth Advisors LLC15,282$3.19M0.3%+24413F-HRTimeline
Pathway Financial Advisors LLC15,133$3.16M0.42%013F-HRTimeline
Sageworth Trust Co15,087$3.15M0.15%+1,03013F-HRTimeline
FOSTER & MOTLEY INC15,069$3.15M0.17%-40913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,057$3.14M0.06%+60813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,018$3.13M0.21%-15713F-HRTimelineGroup
AdvisorNet Financial, Inc15,004$3.13M0.18%+50513F-HRTimeline
Access Investment Management LLC15,000$3.13M0.84%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,971$3.12M0.02%+1,74013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC14,948$3.12M0.36%-33713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC14,902$3.11M1.55%-11813F-HRTimeline
OLIO Financial Planning14,834$3.1M0.91%-45013F-HRTimeline
ROBERTS GLORE & CO INC /IL/14,767$3.08M0.84%+2,45613F-HRTimeline
Linscomb Wealth, Inc.14,630$3.05M0.13%+20913F-HRTimeline
New Age Alpha Advisors, LLC14,489$3.02M0.13%-11,36813F-HRTimeline
Nikulski Financial, Inc.14,316$2.99M0.75%+1313F-HRTimeline
MSH Capital Advisors LLC14,287$2.98M0.8%013F-HRTimeline
SONATA CAPITAL GROUP INC13,942$2.91M1.07%+49513F-HRTimeline
Trust Co of the South13,928$2.91M0.48%013F-HRTimeline
Composition Wealth, LLC13,905$2.9M0.04%-79413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,784$2.88M0.22%+25213F-HRTimeline
McKinley Carter Wealth Services, Inc.13,683$2.86M0.15%-1,16713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV13,676$2.85M0.52%-50613F-HRTimeline
NorthLanding Financial Partners, LLC13,631$2.84M2.37%-3013F-HRTimeline
Opulen Financial Group LLC13,614$2.84M2.15%+25413F-HRTimeline
Arista Wealth Management, LLC13,610$2.84M0.35%-313F-HRTimeline
Vawter Financial, Ltd.13,607$2.84M1.29%+12,46113F-HR/ATimeline
Financial Engines Advisors L.L.C.13,596$2.84M0.01%+1,44013F-HRTimeline
Financial Freedom, LLC13,577$2.83M1.41%-24213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,542$2.83M0.1%-44413F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC13,517$2.82M0.46%-92513F-HRTimeline
Pillar Financial Advisors, LLC13,500$2.82M1.77%-5013F-HRTimeline
AMG National Trust Bank13,236$2.76M0.07%+1,05613F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.13,233$2.76M0.99%-15513F-HRTimeline
FINANCIAL COUNSELORS INC13,123$2.74M3.64%-2513F-HRTimeline
Federation des caisses Desjardins du Qu…13,071$2.73M0.01%+1213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC12,947$2.7M0.76%+8613F-HRTimeline
O'ROURKE & COMPANY, Inc12,929$2.7M1.13%-30113F-HRTimeline
Schneider Downs Wealth Management Advis…12,832$2.68M0.32%+48213F-HRTimeline
Waverly Advisors, LLC12,800$2.67M0.03%-54013F-HRTimeline
Gibraltar Capital Management, Inc.12,716$2.65M0.48%-1013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management12,685$2.65M0.37%013F-HRTimelineGroup
LS Investment Advisors, LLC12,678$2.65M0.37%-1,52413F-HRTimeline
Beaird Harris Wealth Management, LLC12,591$2.63M0.19%-14113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,363$2.59M0.11%-7313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,386$2.59M0.04%+94613F-HRTimelineGroup
Prospera Financial Services Inc12,255$2.56M0.04%-8,93813F-HRTimeline
REBALANCE, LLC12,280$2.56M0.15%+713F-HRTimeline
MGO ONE SEVEN LLC12,261$2.56M0.06%+74013F-HRTimeline
Acropolis Investment Management, LLC13,108$2.56M0.13%+50513F-HRTimeline
Capital Advisors Wealth Management, LLC12,187$2.54M0.36%-1,16813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,123$2.53M0.17%-3913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12,048$2.51M0.12%-24713F-HRTimelineGroup
North Star Investment Management Corp.11,950$2.49M0.16%-43613F-HRTimeline
OPTIMA CAPITAL LLC11,899$2.49M1.21%+52613F-HRTimeline
WP Advisors, LLC11,948$2.49M0.63%-82313F-HRTimeline
Sellwood Investment Partners LLC11,796$2.46M0.98%new13F-HRTimeline
Plancorp, LLC11,789$2.46M0.08%-81613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,758$2.45M<0.01%-4,07813F-HRTimelineGroup
Wells Trecaso Financial Group, LLC11,737$2.45M1.16%-3,13713F-HRTimeline
Global Retirement Partners, LLC11,657$2.43M0.05%+50813F-HRTimeline
Telos Capital Management, Inc.11,617$2.42M0.23%-21413F-HRTimeline
Gradient Capital Advisors, LLC11,556$2.41M0.65%-16713F-HRTimeline
IVC Wealth Advisors LLC11,476$2.4M1.07%+36813F-HRTimeline
Sterling Financial Planning, Inc.11,464$2.39M0.75%-28913F-HRTimeline
SYNOVUS FINANCIAL CORP11,113$2.33M0.03%+43213F-HRTimeline
Simmons Bankin group Simmons Bank11,081$2.31M0.15%-85413F-HRTimelineGroup
Factor Wealth Management LTD11,043$2.3M0.58%+1,17813F-HRTimeline
Aegis Wealth Management LLC11,018$2.3M1.23%-11913F-HRTimeline
Midwest Financial Group LLC10,950$2.29M1.09%+34613F-HRTimeline
SHAYNE & JACOBS, LLC10,942$2.28M0.71%+7513F-HRTimeline
Mustard Seed Financial, LLC10,857$2.27M1.46%-9913F-HRTimeline
Blue Barn Wealth, LLC10,857$2.27M1%-85313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,855$2.27M<0.01%+1,33913F-HRTimelineGroup
SEEDS INVESTOR LLC10,847$2.26M0.48%+17213F-HRTimeline
Sage Mountain Advisors LLC10,797$2.25M0.13%-22313F-HRTimeline
RMR Capital Management, LLC10,751$2.24M1.57%+51113F-HRTimeline
Quotient Wealth Partners, LLC10,716$2.24M0.06%-14613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,663$2.23M0.01%+9013F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO25,094$2.22M0.24%+18,72713F-HRTimeline
Matisse Capital10,652$2.22M1%013F-HRTimeline
FIDUCIARY ADVISORS, INC.10,641$2.22M1.79%-29213F-HRTimeline
Wealthspire Retirement, LLC10,607$2.21M0.14%-2513F-HR/ATimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,547$2.21M0.19%-1313F-HRTimelineGroup
IFP Advisors, Inc10,542$2.2M0.06%+2,55613F-HR/ATimeline
SlateStone Wealth, LLC10,535$2.2M0.19%+19313F-HRTimeline
Probity Advisors, Inc.10,527$2.2M0.36%-2113F-HRTimeline
CJM Wealth Advisers, Ltd.10,467$2.18M0.67%-77113F-HRTimeline
Archford Capital Strategies, LLC10,320$2.15M0.26%-13,92313F-HRTimeline
RoundAngle Advisors LLC10,317$2.15M1.67%+2613F-HRTimeline
Center For Asset Management LLC10,303$2.15M1.15%-3,48113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC10,246$2.14M0.05%+25513F-HRTimeline
Stonegate Management LLC10,200$2.14M1.42%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Newton One Investments LLC10,221$2.13M0.63%+1713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,205$2.13M0.03%+3313F-HRTimeline
MONECO ADVISORS, LLC10,148$2.12M0.18%+15813F-HRTimeline
WESBANCO BANK INC10,092$2.11M0.06%+48513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.10,086$2.11M0.32%-7313F-HRTimeline
Roundview Capital LLC10,032$2.09M0.13%-60313F-HRTimeline
Family Legacy, Inc.10,025$2.09M0.64%-14013F-HRTimeline
One Charles Private Wealth Services, LLC10,002$2.09M0.55%-13613F-HRTimeline
Fortitude Family Office, LLC10,000$2.09M0.56%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,997$2.09M0.05%-5,76913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,903$2.07M<0.01%-69213F-HRTimelineGroup
180 WEALTH ADVISORS, LLC9,850$2.06M0.25%+6213F-HRTimeline
USAdvisors Wealth Management, LLC9,797$2.04M0.7%+76313F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.9,711$2.03M0.14%-11013F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC9,721$2.03M0.34%-47513F-HRTimeline
Sowell Financial Services LLC9,582$2M0.08%-57313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,505$1.98M0.03%-11,07413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…9,453$1.97M0.06%013F-HRTimelineGroup
AlphaCore Capital LLC9,374$1.97M0.07%-35413F-HRTimeline
Curtis Advisory Group, LLC9,412$1.96M0.45%+11313F-HRTimeline
Magnus Financial Group LLC9,390$1.96M0.15%-33313F-HRTimeline
Advyzon Investment Management, LLC9,368$1.96M0.34%+49113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,353$1.95M0.12%+23513F-HRTimeline
Walkner Condon Financial Advisors LLC9,290$1.94M0.31%-26313F-HRTimeline
Lion Street Advisors, LLC10,937$1.94M0.67%+7,73013F-HRTimeline
WEALTHSPAN PARTNERS, LLC9,203$1.92M0.74%-913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC9,181$1.92M0.27%-7913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,164$1.91M0.13%+1,03313F-HRTimeline
NorthRock Partners, LLC9,141$1.91M0.03%+82913F-HRTimeline
FIRST UNITED BANK & TRUST9,116$1.9M0.62%+12313F-HRTimeline
Topsail Wealth Management, LLC9,071$1.9M0.32%013F-HRTimeline
Triune Financial Partners, LLC9,099$1.9M0.48%-413F-HRTimeline
Pine Valley Investments Ltd Liability Co9,008$1.89M0.1%-21213F-HRTimeline
CHILTON INVESTMENT CO INC.8,986$1.88M0.04%new13F-HRTimeline
Guidance Point Advisors, LLC8,947$1.87M0.45%+4013F-HRTimeline
Mutual Advisors, LLC8,895$1.86M0.04%-94213F-HRTimeline
Windward Private Wealth Management Inc.8,901$1.86M0.64%-4613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI8,838$1.84M0.1%+50313F-HRTimeline
VANCE WEALTH, LLC8,797$1.84M0.57%-9913F-HRTimeline
Grove Bank & Trust8,767$1.83M0.21%+6013F-HRTimeline
OFC FINANCIAL PLANNING, LLC8,713$1.82M1.8%-55613F-HRTimeline
DUNCKER STREETT & CO INC8,705$1.82M0.32%+213F-HRTimeline
Pioneer Wealth Management Group8,696$1.81M0.59%-1,62913F-HRTimeline
BOKF, NAin group BOKF, NA8,597$1.79M0.03%-39713F-HRTimelineGroup
Compton Wealth Advisory Group, LLC8,547$1.78M0.41%013F-HRTimeline
Tranquility Partners, LLC8,501$1.77M0.6%-1,53313F-HRTimeline
PBMares Wealth Management LLC8,498$1.77M0.29%+1313F-HRTimeline
Argent Trust Co8,483$1.77M0.06%-88913F-HRTimeline
InvesTrust8,449$1.76M0.65%+13513F-HRTimeline
B. Riley Wealth Advisors, Inc.8,448$1.76M0.08%-3,49013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC8,441$1.76M0.32%+50913F-HRTimeline
Payne Capital LLC8,435$1.76M1.79%13F-HRTimeline
Kingsview Wealth Management, LLC8,429$1.76M0.03%+61813F-HRTimeline
MB Generational Wealth, LLC8,427$1.76M1.12%13F-HRTimeline
CHAPIN DAVIS, INC.8,411$1.76M0.43%+1613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC8,408$1.75M<0.01%013F-HRTimeline
O'Connor Financial Group LLC8,406$1.75M0.74%-5713F-HRTimeline
Paragon Capital Management Ltd8,371$1.75M0.33%+17013F-HRTimeline
Breakwater Capital Group8,323$1.74M0.26%-23213F-HRTimeline
Monument Group Wealth Advisors, LLC8,227$1.72M1.01%+1,37313F-HRTimeline
Brand Asset Management Group, Inc.8,190$1.71M0.48%+3,25413F-HRTimeline
City State Bank8,183$1.71M0.49%-8513F-HRTimeline