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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
Probity Advisors, Inc.8,639$1.71M0.33%-1,06113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,616$1.71M0.12%-9513F-HRTimeline
Csenge Advisory Group8,594$1.7M0.09%-54413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…8,568$1.7M0.29%013F-HRTimeline
Paragon Capital Management Ltd8,552$1.69M0.34%+4113F-HRTimeline
Mascagni Wealth Management, Inc.9,084$1.69M1.68%13F-HR/ATimeline
Cadent Capital Advisors, LLC8,506$1.69M0.59%+9813F-HRTimeline
City State Bank8,490$1.68M0.59%-22413F-HRTimeline
PBMares Wealth Management LLC8,473$1.68M0.34%+14213F-HRTimeline
McGlone Suttner Wealth Management, Inc.8,439$1.67M0.28%+78313F-HRTimeline
Compton Wealth Advisory Group, LLC8,432$1.67M0.43%013F-HRTimeline
Grove Bank & Trust8,416$1.67M0.23%+6413F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC8,408$1.67M<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,381$1.66M0.07%-2,56313F-HRTimelineGroup
Focus Financial Network, Inc.8,320$1.65M0.07%+37913F-HRTimeline
USAdvisors Wealth Management, LLC8,310$1.65M0.53%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI8,216$1.63M0.09%+313F-HRTimeline
DRAVO BAY LLC8,195$1.62M0.79%+82113F-HRTimeline
InvesTrust8,173$1.62M0.45%13F-HRTimeline
PLANNING DIRECTIONS INC8,017$1.59M0.92%-37913F-HRTimeline
WealthCare Investment Partners, LLC8,004$1.58M0.69%-43213F-HRTimeline
Edge Capital Group, LLC7,904$1.57M0.08%+24013F-HRTimeline
Breakwater Capital Group7,899$1.57M0.31%-31213F-HRTimeline
CHAPIN DAVIS, INC.7,737$1.55M0.51%013F-HRTimeline
EWG Elevate Inc.7,822$1.55M0.47%+15113F-HRTimeline
SC&H Financial Advisors, Inc.7,782$1.54M0.32%-3313F-HRTimeline
HORIZON BANCORP INC /IN/7,772$1.54M0.73%+11213F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,763$1.54M0.1%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,746$1.53M0.03%-5613F-HRTimelineGroup
Belpointe Asset Management LLC7,731$1.53M0.09%-15813F-HRTimeline
Newman Dignan & Sheerar, Inc.7,688$1.52M0.39%+3613F-HRTimeline
Texas Bank & Trust Co7,613$1.51M0.62%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC7,593$1.5M0.25%+35613F-HRTimeline
Red Tortoise LLC7,552$1.5M0.78%+7013F-HRTimeline
SIMON QUICK ADVISORS, LLC7,477$1.48M0.09%-1,03513F-HRTimeline
BigSur Wealth Management LLC7,466$1.48M0.42%013F-HRTimeline
Grange Capital, LLC7,463$1.48M1.55%13F-HRTimeline
Paulson Wealth Management Inc.7,443$1.48M0.4%-2,05413F-HRTimeline
Hardy Reed LLC7,436$1.47M0.13%+813F-HRTimeline
KPP Advisory Services LLC7,403$1.47M0.35%+30813F-HRTimeline
Family Firm, Inc.7,398$1.47M0.33%-92113F-HRTimeline
Fluent Financial, LLC7,394$1.47M0.65%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,366$1.46M<0.01%-54613F-HRTimelineGroup
GFS Advisors, LLC7,336$1.45M0.22%new13F-HRTimeline
ProVise Management Group, LLC7,313$1.45M0.12%-71513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,249$1.44M0.02%+9113F-HR/ATimelineGroup
McNamara Financial Services, Inc.7,226$1.43M0.34%-57213F-HRTimeline
Mutual Advisors, LLC7,028$1.43M0.04%+9213F-HRTimeline
Baker Ellis Asset Management LLC7,221$1.43M0.21%013F-HRTimeline
Cooksen Wealth, LLC7,216$1.43M1.32%-18413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD7,193$1.43M0.87%-3513F-HRTimeline
Ballentine Partners, LLC7,184$1.42M0.02%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV7,182$1.42M1.43%-4113F-HRTimeline
Arkadios Wealth Advisors7,146$1.42M0.08%+37613F-HRTimeline
1834 INVESTMENT ADVISORS CO7,105$1.41M0.18%-77913F-HRTimeline
Infinity Wealth Counsel, LLC7,000$1.39M1.48%13F-HRTimeline
Forest Hill Capital, LLC6,900$1.37M1.06%013F-HRTimeline
BANK OF HAWAII6,899$1.37M0.08%-22613F-HRTimeline
Robertson Stephens Wealth Management, L…6,854$1.36M0.05%-2613F-HRTimeline
Quantinno Capital Management LP6,784$1.34M0.01%+2,70413F-HRTimeline
Fulton Bank, N.A.6,774$1.34M0.05%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,731$1.33M0.14%+1,29713F-HRTimeline
Wilmington Savings Fund Society, FSB6,729$1.33M0.02%+10113F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,721$1.33M0.46%013F-HRTimeline
Alteri Wealth LLC6,713$1.33M0.37%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6,703$1.32M0.93%+2713F-HRTimeline
Michels Family Financial, LLC6,670$1.32M1.21%13F-HRTimeline
Petix & Botte Co6,665$1.32M0.35%-56313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,665$1.32M0.2%+17313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,390$1.32M0.07%-26713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,615$1.31M0.05%+1813F-HRTimelineGroup
Root Financial Partners, LLC6,614$1.31M0.16%+4,52413F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC6,577$1.3M0.61%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,482$1.28M0.26%+4,82613F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,465$1.28M0.04%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,401$1.27M0.01%+26913F-HRTimelineGroup
Pacific Sun Financial Corp6,365$1.26M0.69%-2013F-HRTimeline
Sage Investment Counsel LLC6,346$1.26M1.64%13F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,322$1.25M0.11%+2613F-HRTimeline
Level Financial Advisors6,220$1.23M0.45%-10813F-HRTimeline
Jentner Corp6,207$1.23M0.36%-19913F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…6,197$1.23M<0.01%013F-HRTimelineGroup
AIRE ADVISORS, LLC6,192$1.23M0.25%-12113F-HRTimeline
Topel & Distasi Wealth Management, LLC6,148$1.22M0.52%013F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP6,112$1.21M0.03%+6,07613F-HRTimeline
Clarity Capital Advisors, LLC6,111$1.21M0.81%+3413F-HRTimeline
Blue Trust, Inc.6,109$1.21M0.02%-26113F-HR/ATimeline
New Covenant Trust Company, N.A.6,101$1.21M1.2%-1,08713F-HRTimeline
BSW Wealth Partners6,079$1.2M0.18%+50813F-HRTimeline
Wescott Financial Advisory Group, LLC6,064$1.2M0.12%-87213F-HRTimeline
Arete Wealth Advisors, LLC6,052$1.2M0.09%+1,03813F-HRTimeline
Arbor Investment Advisors, LLC6,057$1.2M0.17%+313F-HRTimeline
Dynamic Financial Group6,021$1.19M1.21%13F-HRTimeline
RFP Financial Group LLC6,014$1.19M0.46%+3,27213F-HRTimeline
Discipline Wealth Solutions, LLC6,012$1.19M0.55%-65713F-HRTimeline
Schechter Investment Advisors, LLC5,996$1.19M0.09%-1613F-HRTimeline
Novak & Powell Financial Services, Inc.5,950$1.18M0.7%+3,30913F-HRTimeline
Clear Point Advisors Inc.5,928$1.17M1%+1013F-HRTimeline
Valmark Advisers, Inc.5,886$1.17M0.02%-5,20513F-HRTimeline
Strategic Financial Partners, Ltd.5,875$1.16M0.59%+3513F-HRTimeline
Lindbrook Capital, LLC5,865$1.16M0.1%013F-HRTimeline
WEALTH ALLIANCE, LLC5,858$1.16M0.14%+18713F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC5,846$1.16M0.54%-19513F-HRTimeline
Schwallier Wealth Management LLC5,846$1.16M0.88%-29813F-HRTimeline
Insight Advisors, LLC/ PA5,859$1.16M0.2%-513F-HRTimeline
WEDBUSH SECURITIES INC5,826$1.16M0.04%+93613F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,758$1.14M0.08%013F-HRTimeline
Martin Worley Group5,749$1.14M0.71%13F-HRTimeline
Dentgroup LLC5,736$1.14M0.87%-313F-HRTimeline
Meridian Financial Advisors, LLC5,731$1.14M0.78%+4513F-HRTimeline
Monument Group Wealth Advisors, LLC5,725$1.13M0.8%-46113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5,711$1.13M<0.01%+5,05813F-HR/ATimeline
LongView Wealth Management5,649$1.12M0.34%-25013F-HRTimeline
SageView Advisory Group, LLC5,628$1.12M0.05%+1,28013F-HRTimeline
Berkeley, Inc5,619$1.11M0.58%-5,71713F-HR/ATimeline
CHATHAM CAPITAL GROUP, INC.5,595$1.11M0.18%-12013F-HRTimeline
King Wealth Management Group5,579$1.11M0.16%+36813F-HRTimeline
Prime Buchholz LLC5,548$1.1M0.36%13F-HRTimeline
Transce3nd, LLC5,537$1.1M0.37%13F-HRTimeline
GHP Investment Advisors, Inc.5,544$1.1M0.05%-913F-HRTimeline
Retirement Planning Group, LLC5,544$1.1M0.06%-2,30013F-HRTimeline
Octavia Wealth Advisors, LLC5,528$1.1M0.13%-24613F-HRTimeline
FSA Investment Group, LLC5,472$1.09M0.95%13F-HRTimeline
Meritas Wealth Management, LLC5,481$1.09M0.65%+113F-HRTimeline
Main Street Financial Solutions, LLC5,479$1.09M0.11%+1313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,465$1.08M0.08%-11913F-HRTimeline
Compass Financial Group, INC/SD5,454$1.08M0.2%+11013F-HRTimeline
Beacon Financial Advisory LLC5,454$1.08M0.35%+1613F-HRTimeline
Institute for Wealth Management, LLC.5,432$1.08M0.14%-7813F-HRTimeline
Consolidated Portfolio Review Corp5,423$1.07M0.17%+38013F-HRTimeline
Physician Wealth Advisors, Inc.5,401$1.07M0.18%-6913F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,382$1.07M0.32%+2,71113F-HRTimeline
Perennial Investment Advisors, LLC5,381$1.07M0.13%-22813F-HRTimeline
TruNorth Capital Management, LLC5,382$1.07M0.29%-2113F-HRTimeline
Kathmere Capital Management, LLC5,360$1.06M0.1%+27313F-HRTimeline
Legacy Private Trust Co.5,355$1.06M0.07%+1,44513F-HRTimeline
VSM Wealth Advisory, LLC5,344$1.06M0.38%13F-HRTimeline
Brand Asset Management Group, Inc.5,334$1.06M0.43%+3813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC5,333$1.06M0.15%-9613F-HRTimeline
Carlson Capital Management5,331$1.06M0.05%+6613F-HRTimeline
MidAtlantic Capital Management, Inc.5,326$1.06M0.77%013F-HRTimeline
Empowered Funds, LLC5,282$1.05M0.02%013F-HRTimeline
Strategic Financial Concepts, LLC5,244$1.04M0.2%+38913F-HR/ATimeline
Baldwin Investment Management, LLC5,219$1.03M0.13%-1,10013F-HRTimeline
Aveo Capital Partners, LLC5,208$1.03M0.11%+13613F-HRTimeline
Iron Gate Global Advisors LLC5,200$1.03M0.15%013F-HRTimeline
BCS Wealth Management5,197$1.03M0.26%new13F-HRTimeline
First National Bank of Mount Dora, Trus…5,196$1.03M0.24%013F-HRTimeline
Coordinated Financial Services, Inc.5,162$1.02M0.8%13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC5,155$1.02M0.3%13F-HRTimeline
UPTICK PARTNERS, LLC5,130$1.02M0.37%+7013F-HRTimeline
FIDELITY D & D BANCORP INC5,098$1.01M0.67%+12113F-HR/ATimeline
Parkside Financial Bank & Trust5,093$1.01M0.13%+1,15313F-HRTimeline
Weitzel Financial Services, Inc.5,032$1.01M0.47%+29513F-HRTimeline
KEB ASSET MANAGEMENT, LLC5,038$998K0.29%-29213F-HRTimeline
High Net Worth Advisory Group LLC5,030$998K0.28%+50913F-HRTimeline
Resurgent Financial Advisors LLC4,983$987K0.58%+21613F-HRTimeline
MONTAG A & ASSOCIATES INC4,964$984K0.05%+313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4,938$979K0.27%+1,92613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC4,934$978K0.25%+613F-HRTimeline
Intellectus Partners, LLC4,934$978K0.22%-5513F-HRTimeline
Vannoy Advisory Group, Inc.4,930$977K0.73%-1113F-HRTimeline
Trust Co4,930$977K0.11%-44313F-HRTimeline
Caldwell Trust Co4,878$967K0.1%+13213F-HRTimeline
Larson Financial Group LLC4,878$967K0.05%-19113F-HRTimeline
Burns Matteson Capital Management, LLC4,799$951K0.53%-213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,783$948K0.24%+6313F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC4,776$946K0.37%-10913F-HRTimeline
EVOKE WEALTH, LLC4,773$946K0.03%+22813F-HRTimeline
HFG Advisors, Inc.4,729$937K0.82%-7113F-HRTimeline
St. Louis Trust Co4,727$937K0.13%013F-HRTimeline
Integrity Financial Corp /WA4,716$935K0.54%+91713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,678$927K0.09%-24513F-HRTimelineGroup
Sagace Wealth Management LLC4,613$914K0.69%-2,57613F-HRTimeline
Fermata Advisors, LLC4,591$910K0.17%-1,66113F-HRTimeline
Orion Porfolio Solutions, LLC4,576$907K0.01%+29113F-HRTimeline
Orion Portfolio Solutions, LLC4,576$907K0.01%+29113F-HRTimeline
HOGE FINANCIAL SERVICES, LLC4,575$907K0.66%+513F-HRTimeline
Verisail Partners, LLC4,561$904K0.42%13F-HRTimeline
Financial Alternatives, Inc4,556$903K0.64%013F-HRTimeline
Battery Global Advisors, LLC4,545$901K0.48%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,527$897K0.02%-16713F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC4,519$896K0.44%-1713F-HRTimeline
Jacobi Capital Management LLC4,500$892K0.07%-24613F-HRTimeline
Bowman & Co S.C.4,489$890K0.46%-14513F-HRTimeline
Gladstone Institutional Advisory LLC4,478$887K0.04%+17713F-HRTimeline
Bruce G. Allen Investments, LLC4,471$886K0.72%+1,75913F-HRTimeline
One Day In July LLC4,450$882K0.09%+5013F-HRTimeline
Disciplined Investments, LLC4,434$879K0.43%+6513F-HRTimeline
Goelzer Investment Management, Inc.4,430$878K0.05%-19513F-HRTimeline
Conrad Siegel Investment Advisors, Inc.4,429$878K0.24%-2813F-HRTimeline
United Advisor Group, LLC4,419$876K0.17%-2,08113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,415$875K0.03%+2313F-HRTimeline
CITY HOLDING CO4,413$875K0.12%+10313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,275$870K0.34%13F-HRTimeline
Tradewinds, LLC.4,286$870K0.24%+1,70413F-HRTimeline
Smithfield Trust Co4,382$869K0.04%-5013F-HRTimeline
Canal Capital Management, LLC4,382$868K0.14%013F-HRTimeline
RS CRUM INC.4,369$866K0.21%-6413F-HRTimeline
BKM Wealth Management, LLC4,366$865K0.36%-8013F-HRTimeline