Skip to content
Disclosery

VBR VANGUARD INDEX FDS

Follow

SHS (fund)

1,755 managers (1,771 13F filers) reported a position in VBR shares at 2026-06-30, 86,070,361 shares in all. 108 filers opened a position and 57 filers sold out during the quarter.

Managers
1,755
13F filers
1,771
New
108
Added
650
Reduced
664
Sold out
57
Shares held by filers
86,070,361

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
WEALTHSPAN PARTNERS, LLC9,007$2.19M0.69%+813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC9,001$2.19M0.49%+16913F-HRTimeline
Strategic Blueprint, LLC8,991$2.18M0.11%+7813F-HRTimeline
Center For Asset Management LLC8,987$2.18M0.97%+17213F-HRTimeline
Pine Valley Investments Ltd Liability Co8,926$2.17M0.09%+5413F-HRTimeline
Walkner Condon Financial Advisors LLC8,737$2.12M0.24%+713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC9,752$2.12M0.26%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.8,712$2.12M0.13%-35813F-HRTimelineGroup
CHAPIN DAVIS, INC.8,709$2.12M0.37%-2213F-HRTimeline
Triune Financial Partners, LLC8,696$2.11M0.44%+8913F-HRTimeline
BSW Wealth Partners8,689$2.11M0.23%+45513F-HRTimeline
DUNCKER STREETT & CO INC8,646$2.1M0.36%+213F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P8,639$2.1M<0.01%+3,08213F-HRTimelineGroup
SAPIENT CAPITAL LLC8,609$2.09M0.03%+13113F-HR/ATimeline
InvesTrust8,606$2.09M0.8%-513F-HRTimeline
Jacobs Equity LLC8,597$2.09M1.44%-3913F-HRTimeline
Tranquility Partners, LLC8,596$2.09M0.72%-10313F-HRTimeline
Pioneer Wealth Management Group8,593$2.09M0.5%-25813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,582$2.09M0.06%+16313F-HRTimelineGroup
Archford Capital Strategies, LLC8,555$2.08M0.21%-25013F-HRTimeline
LS Investment Advisors, LLC8,530$2.07M0.28%-12813F-HRTimeline
Breakwater Capital Group8,529$2.07M0.25%+8813F-HRTimeline
Sowell Financial Services LLC8,512$2.07M0.07%-48013F-HRTimeline
EARNED WEALTH ADVISORS, LLC8,510$2.07M0.13%-67313F-HRTimeline
VestGen Advisors, LLC8,494$2.06M0.06%-6,71713F-HRTimeline
Magnus Financial Group LLC8,477$2.06M0.15%-37313F-HRTimeline
Mutual Advisors, LLC8,421$2.05M0.04%-3613F-HRTimeline
Windward Private Wealth Management Inc.8,412$2.04M0.65%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC8,408$2.04M<0.01%013F-HRTimeline
Compton Wealth Advisory Group, LLC8,362$2.03M0.41%-18513F-HRTimeline
Paragon Capital Management Ltd8,269$2.01M0.38%+1513F-HRTimeline
J. M. Brown & Associates Inc.8,210$2M1.14%13F-HRTimeline
OFC FINANCIAL PLANNING, LLC8,152$1.98M1.76%-67913F-HRTimeline
City State Bank8,133$1.98M0.45%-5013F-HRTimeline
AlphaCore Capital LLC8,101$1.97M0.04%+71313F-HRTimeline
Financial Enhancement Group LLC8,057$1.96M0.23%+46513F-HRTimeline
SC&H Financial Advisors, Inc.7,969$1.94M0.26%+713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.7,944$1.93M1.09%+43213F-HRTimeline
B. Riley Wealth Advisors, Inc.7,940$1.93M0.11%+43813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,880$1.91M0.07%-91313F-HRTimeline
Clarity Capital Advisors, LLC7,863$1.91M0.8%+4013F-HRTimeline
Diversified Enterprises, LLC7,862$1.91M0.09%-31113F-HRTimeline
RIVERSEDGE ADVISORS, LLC7,836$1.9M0.25%-86513F-HRTimeline
Klingman & Associates, LLC7,832$1.9M0.08%-613F-HRTimeline
McGlone Suttner Wealth Management, Inc.7,822$1.9M0.22%+113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,817$1.9M0.02%-1,62213F-HRTimeline
VANCE WEALTH, LLC7,812$1.9M0.43%-54513F-HRTimeline
Michels Family Financial, LLC7,809$1.9M1.22%+29213F-HRTimeline
FINANCIAL COUNSELORS INC7,755$1.88M2.59%-24413F-HRTimeline
Infinity Wealth Counsel, LLC7,697$1.87M1.51%+18013F-HRTimeline
Cardinal Point Capital Management ULC7,612$1.85M0.1%+11713F-HRTimeline
Monument Group Wealth Advisors, LLC39,196$1.83M0.88%+31,48813F-HRTimeline
BOKF, NAin group BOKF, NA7,494$1.82M0.03%+513F-HRTimelineGroup
BigSur Wealth Management LLC7,466$1.81M0.44%013F-HRTimeline
IMA Advisory Services, Inc.7,453$1.81M0.11%new13F-HRTimeline
Hardy Reed LLC7,436$1.81M0.12%013F-HRTimeline
SlateStone Wealth, LLC7,412$1.8M0.14%-79413F-HRTimeline
Focus Financial Network, Inc.7,408$1.8M0.06%-43313F-HRTimeline
Forest Hill Capital, LLC7,400$1.8M1.38%+50013F-HRTimeline
Baker Ellis Asset Management LLC7,393$1.8M0.19%-2013F-HRTimeline
TRUST CO OF VERMONT7,388$1.8M0.07%13F-HRTimeline
Alteri Wealth LLC7,388$1.8M0.5%-19713F-HRTimeline
TRUE Private Wealth Advisors7,235$1.76M0.15%+98113F-HRTimeline
Financial Freedom, LLC7,193$1.75M0.8%-4,06913F-HRTimeline
Genesis Financial Group, LLC7,151$1.74M1.13%+22613F-HRTimeline
SIMON QUICK ADVISORS, LLC7,149$1.74M0.07%013F-HRTimeline
Graetz Wealth LLC7,132$1.73M1.38%+1,58113F-HRTimeline
Fulton Bank, N.A.7,104$1.73M0.05%+20913F-HRTimeline
CIBC WORLD MARKET INC.6,981$1.7M<0.01%+22813F-HRTimeline
BANK OF HAWAII6,971$1.69M0.08%-11813F-HRTimeline
1834 INVESTMENT ADVISORS CO6,927$1.68M0.19%+71113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,903$1.68M0.24%-33713F-HRTimeline
Capital Squared Financial LLC6,825$1.66M1.08%+18613F-HRTimeline
Evergreen Wealth Management, LLC6,812$1.66M0.78%-2013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,797$1.65M0.08%-35113F-HRTimeline
Friday Financial6,815$1.65M0.44%-213F-HRTimeline
O'Connor Financial Group LLC6,756$1.64M0.58%-1,42513F-HRTimeline
Fortis Capital Advisors, LLC6,696$1.63M0.18%-613F-HRTimeline
Aegis Wealth Management LLC6,690$1.63M0.76%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,644$1.61M0.04%+113F-HRTimeline
DRAVO BAY LLC6,624$1.61M0.56%-31213F-HRTimeline
Mesirow Financial Investment Management…6,624$1.61M0.03%+22613F-HRTimeline
UPTICK PARTNERS, LLC6,606$1.61M0.25%+35713F-HRTimeline
Southland Equity Partners LLC6,600$1.6M0.28%-29513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,542$1.59M0.02%+1,95913F-HR/ATimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC6,524$1.59M0.32%+4913F-HRTimeline
Dynamic Financial Group6,464$1.57M1.19%-1513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD6,420$1.56M0.64%-1013F-HRTimeline
Gotham Asset Management, LLC6,418$1.56M<0.01%+57113F-HRTimeline
Saxony Capital Management, LLC6,413$1.56M0.71%+12513F-HRTimeline
Coastal Bridge Advisors, LLC6,386$1.55M0.1%+45713F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY6,374$1.55M0.84%+1,14713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,309$1.53M0.29%+58213F-HRTimeline
Arbor Investment Advisors, LLC6,297$1.53M0.17%+1613F-HRTimeline
McNamara Financial Services, Inc.6,266$1.52M0.26%-29113F-HRTimeline
Bruce G. Allen Investments, LLC6,262$1.52M0.97%+12713F-HRTimeline
Parkwoods Wealth Partners, LLC6,239$1.52M0.24%new13F-HRTimeline
Sherman Wealth Management LLC6,221$1.51M1.14%+19413F-HRTimeline
Precision Wealth Strategies, LLC6,217$1.51M0.46%-21113F-HRTimeline
PRAIRIE ADVISORY, LLC6,212$1.51M0.36%13F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…6,197$1.51M<0.01%013F-HRTimelineGroup
One Day In July LLC6,195$1.51M0.1%-1,04413F-HRTimeline
Cadent Capital Advisors, LLC6,135$1.49M0.31%-4313F-HRTimeline
Weitzel Financial Services, Inc.6,144$1.49M0.51%-46813F-HRTimeline
IFG Advisory, LLC6,119$1.49M0.05%+6,03513F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,118$1.49M0.11%-12213F-HRTimeline
Painted Porch Advisors LLC6,118$1.49M0.65%+9913F-HRTimeline
Revisor Wealth Management LLC6,115$1.49M0.36%+11813F-HRTimeline
Trilogy Capital Inc.6,115$1.49M0.06%-1,31413F-HRTimeline
VSM Wealth Advisory, LLC6,105$1.48M0.39%+7313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,102$1.48M<0.01%+2,37913F-HRTimelineGroup
WESCAP Management Group, Inc.6,088$1.48M0.28%013F-HRTimeline
Three Arch Wealth Management LLC6,081$1.48M0.23%+1613F-HRTimeline
Stembrook Asset Management, LLC6,047$1.47M1.27%-30413F-HRTimeline
Dynamic Advisor Solutions LLC6,022$1.46M0.04%-51813F-HRTimeline
PLANNING DIRECTIONS INC5,999$1.46M0.68%-14013F-HRTimeline
United Advisor Group, LLC5,972$1.45M0.15%+12513F-HRTimeline
Meridian Financial Advisors, LLC5,969$1.45M0.7%-2113F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC5,953$1.45M0.61%-1,00013F-HRTimeline
WealthCare Investment Partners, LLC5,944$1.44M0.35%-64713F-HRTimeline
Clear Point Advisors Inc.5,892$1.43M1.27%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,873$1.43M0.02%-33613F-HRTimeline
Certified Advisory Corp5,857$1.42M0.11%-11813F-HRTimeline
Maridea Wealth Management LLC5,798$1.41M0.15%+26813F-HRTimeline
Baldwin Investment Management, LLC5,715$1.39M0.13%+1,01313F-HRTimeline
ProVise Management Group, LLC5,713$1.39M0.09%-22113F-HRTimeline
Insight Advisors, LLC/ PA5,694$1.38M0.24%-6213F-HRTimeline
ARK & TLK INVESTMENTS, LLC5,693$1.38M0.34%-6113F-HRTimeline
Signal Advisors Wealth, LLC5,682$1.38M0.07%+2,16413F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV5,669$1.38M1.08%-24013F-HRTimeline
Indivisible Partners5,617$1.36M0.08%-19113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,589$1.36M0.17%013F-HRTimeline
Robertson Stephens Wealth Management, L…5,565$1.35M0.03%-30913F-HRTimeline
Pekin Hardy Strauss, Inc.5,503$1.34M0.12%-4513F-HRTimeline
Gladstone Institutional Advisory LLC5,493$1.33M0.04%+68513F-HRTimeline
Cooksen Wealth, LLC5,492$1.33M0.84%-55113F-HRTimeline
Lynx Investment Advisory5,438$1.32M0.43%+4,16213F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.5,409$1.31M1.01%+7413F-HRTimeline
Clark Asset Management, LLC5,386$1.31M0.1%+1,63013F-HRTimeline
JT Stratford LLC5,384$1.31M0.14%+14813F-HRTimeline
TruNorth Capital Management, LLC5,382$1.31M0.21%013F-HRTimeline
Pacific Sun Financial Corp5,376$1.31M0.54%-62013F-HRTimeline
High Net Worth Advisory Group LLC5,354$1.3M0.28%+1313F-HRTimeline
GHP Investment Advisors, Inc.5,345$1.3M0.05%-14013F-HRTimeline
Mascagni Wealth Management, Inc.5,321$1.29M0.8%-31213F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC5,309$1.29M0.49%-6013F-HRTimeline
MJT & Associates Financial Advisory Gro…5,295$1.29M0.85%-4913F-HRTimeline
Meritas Wealth Management, LLC5,283$1.28M0.5%+613F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,279$1.28M0.44%-1,06813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,273$1.28M0.06%-2,27013F-HRTimeline
Iron Gate Global Advisors LLC5,262$1.28M0.12%-1613F-HRTimeline
Strategic Financial Partners, Ltd.5,211$1.27M0.48%+1213F-HRTimeline
First National Bank of Mount Dora, Trus…5,196$1.26M0.25%013F-HRTimeline
Strategic Financial Group, LLC5,193$1.26M1.21%-6313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,188$1.26M0.03%-1,67313F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC5,173$1.26M0.12%+113F-HRTimeline
BKM Wealth Management, LLC5,149$1.25M0.44%-1,53913F-HRTimeline
WEDBUSH SECURITIES INC5,142$1.25M0.03%+7313F-HRTimeline
Community Financial Services Group, LLC5,097$1.24M0.18%-77913F-HRTimeline
Archer Investment Corp5,091$1.24M0.24%+11713F-HR/ATimeline
John A. Wolfe & Associates, Inc.5,050$1.23M1.69%-12213F-HRTimeline
HOGE FINANCIAL SERVICES, LLC5,048$1.23M0.59%-1413F-HRTimeline
King Wealth Management Group5,032$1.22M0.13%-6113F-HRTimeline
Independent Wealth Advisors LLC5,013$1.22M1.1%-53613F-HRTimeline
Visionary Wealth Advisors4,989$1.21M0.05%-1313F-HRTimeline
Legacy Edge Advisors, LLC4,988$1.21M0.11%013F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,971$1.21M0.08%-26,10613F-HRTimelineGroup
American Financial Advisors, LLC4,966$1.21M0.15%+27713F-HRTimeline
Caprock Group, LLC4,956$1.2M0.02%-25313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,956$1.2M<0.01%-7213F-HRTimelineGroup
Blue Trust, Inc.4,940$1.2M0.01%-1,51113F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4,925$1.2M0.61%013F-HRTimeline
LexAurum Advisors, LLC4,914$1.19M0.14%+82813F-HRTimeline
Compass Financial Group, INC/SD4,908$1.19M0.14%-60413F-HRTimeline
Main Street Financial Solutions, LLC4,907$1.19M0.08%-2013F-HRTimeline
Resurgent Financial Advisors LLC4,901$1.19M0.33%-33813F-HRTimeline
Asset Dedication, LLC4,900$1.19M0.07%+72513F-HRTimeline
RFP Financial Group LLC4,880$1.19M0.53%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4,880$1.19M0.18%-4213F-HRTimeline
SIGNATUREFD, LLC4,852$1.18M0.02%+21113F-HRTimeline
McClarren Financial Advisors, Inc.4,825$1.17M0.61%-16413F-HRTimeline
Texas Bank & Trust Co4,817$1.17M0.38%-7313F-HRTimeline
Markowski Investments4,802$1.17M0.26%13F-HRTimeline
TWO SIGMA SECURITIES, LLC4,784$1.16M0.1%new13F-HRTimeline
Asempa Wealth Advisors4,781$1.16M0.89%+913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,772$1.16M0.08%+213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,766$1.16M0.03%+1913F-HRTimeline
Beacon Financial Advisory LLC4,746$1.15M0.23%+13613F-HRTimeline
Providence Capital Advisors, LLC4,698$1.14M0.17%013F-HRTimeline
GREENWOOD GEARHART LLC4,690$1.14M0.05%+1,60113F-HRTimeline
Sagace Wealth Management LLC4,690$1.14M0.72%-1013F-HRTimeline
AIRE ADVISORS, LLC4,667$1.13M0.18%-10813F-HRTimeline
Ballast Financial Advisors LLC4,619$1.12M1.02%-30713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,616$1.12M0.15%-21013F-HRTimeline
Petix & Botte Co4,608$1.12M0.23%+1,92313F-HRTimeline
Silver Oak Advisory Group, Inc.4,565$1.11M0.44%-7713F-HRTimeline
Level Financial Advisors4,553$1.11M0.25%-5613F-HRTimeline
Battery Global Advisors, LLC4,545$1.1M0.55%013F-HRTimeline
CVA Family Office, LLC4,540$1.1M0.1%-64113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC4,492$1.09M0.03%+55513F-HRTimelineGroup