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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
Breakwater Capital Group8,137$1.52M0.27%+23813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI8,133$1.52M0.08%-8313F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…8,105$1.51M0.26%-46313F-HRTimeline
MB Generational Wealth, LLC8,076$1.5M1.12%-2,04613F-HRTimeline
Kingsview Wealth Management, LLC8,063$1.5M0.03%-58113F-HRTimeline
West Branch Capital LLC8,044$1.5M0.5%-69213F-HRTimeline
Intellectus Partners, LLC7,961$1.48M0.37%+3,02713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC7,720$1.44M0.28%+12713F-HR/ATimeline
Empower Advisory Group, LLC7,720$1.44M<0.01%-1,15213F-HRTimeline
Grange Capital, LLC7,712$1.44M1.67%+24913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,694$1.43M0.03%-8,23113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,677$1.43M0.11%-93913F-HRTimeline
BluePointe Capital Management, LLC7,676$1.43M0.54%+6,31613F-HRTimeline
Diversified Enterprises, LLC7,595$1.41M0.12%+3,48413F-HRTimeline
Family Firm, Inc.7,578$1.41M0.32%+18013F-HRTimeline
Csenge Advisory Group8,100$1.4M0.08%-49413F-HRTimeline
Texas Bank & Trust Co7,505$1.4M0.59%-10813F-HRTimeline
BigSur Wealth Management LLC7,466$1.39M0.38%013F-HRTimeline
DRAVO BAY LLC7,449$1.39M0.74%-74613F-HRTimeline
Hardy Reed LLC7,436$1.39M0.12%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,434$1.38M0.02%+18513F-HRTimelineGroup
GFS Advisors, LLC7,336$1.37M0.27%013F-HRTimeline
Asset Dedication, LLC7,322$1.36M0.11%-3,22113F-HRTimeline
SIMON QUICK ADVISORS, LLC7,317$1.36M0.08%-16013F-HRTimeline
ProVise Management Group, LLC7,313$1.36M0.12%013F-HRTimeline
Ballentine Partners, LLC7,308$1.36M0.02%+12413F-HRTimeline
Evergreen Wealth Management, LLC7,295$1.36M0.81%-13,63413F-HRTimeline
1834 INVESTMENT ADVISORS CO7,236$1.35M0.17%+13113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD7,219$1.34M0.81%+2613F-HRTimeline
Infinity Wealth Counsel, LLC7,217$1.34M1.45%+21713F-HRTimeline
Red Tortoise LLC7,216$1.34M0.7%-33613F-HRTimeline
Baker Ellis Asset Management LLC7,171$1.34M0.19%-5013F-HRTimeline
McNamara Financial Services, Inc.7,116$1.33M0.29%-11013F-HRTimeline
General Partner, Inc.7,029$1.31M0.85%-21,60013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…7,027$1.31M0.22%+54513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…7,002$1.3M0.24%-2,46813F-HRTimeline
Newman Dignan & Sheerar, Inc.6,999$1.3M0.36%-68913F-HR/ATimeline
Fortis Capital Advisors, LLC6,958$1.3M0.26%+5,25913F-HRTimeline
Forest Hill Capital, LLC6,900$1.29M0.96%013F-HRTimeline
BANK OF HAWAII6,899$1.29M0.07%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6,882$1.28M0.98%+17913F-HRTimeline
Michels Family Financial, LLC6,846$1.28M1.15%+17613F-HRTimeline
WealthCare Investment Partners, LLC7,500$1.27M0.54%-50413F-HRTimeline
Fulton Bank, N.A.6,774$1.26M0.05%013F-HRTimeline
Schechter Investment Advisors, LLC6,765$1.26M0.1%+76913F-HRTimeline
Wilmington Savings Fund Society, FSB6,753$1.26M0.02%+2413F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,721$1.25M0.44%013F-HRTimeline
Robertson Stephens Wealth Management, L…6,702$1.25M0.05%-15213F-HRTimeline
Petix & Botte Co6,668$1.24M0.33%+313F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV6,667$1.24M1.27%-51513F-HRTimeline
Root Financial Partners, LLC6,613$1.23M0.13%-113F-HRTimeline
Dynamic Advisor Solutions LLC6,593$1.23M0.04%new13F-HRTimeline
TRUE Private Wealth Advisors6,519$1.21M0.15%-5,82413F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,465$1.2M0.04%013F-HRTimeline
Southland Equity Partners LLC6,432$1.2M0.28%new13F-HRTimeline
Strategic Advisors LLC6,403$1.19M0.23%new13F-HRTimeline
Alteri Wealth LLC6,302$1.17M0.52%-41113F-HRTimeline
Pioneer Wealth Management Group6,297$1.17M0.51%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,293$1.17M0.18%-37213F-HRTimeline
Financial Advocates Investment Manageme…6,234$1.16M0.08%-7,37213F-HRTimeline
Invst, LLC6,216$1.16M0.16%-25,54513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,211$1.16M0.01%-19013F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT6,205$1.16M0.11%-11713F-HRTimeline
Pacific Sun Financial Corp6,201$1.16M0.66%-16413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…6,197$1.15M<0.01%013F-HRTimelineGroup
Blue Trust, Inc.6,160$1.15M0.01%+5113F-HRTimeline
Jentner Corp6,137$1.14M0.34%-7013F-HRTimeline
New Covenant Trust Company, N.A.6,134$1.14M1.2%+3313F-HRTimeline
WEALTH ALLIANCE, LLC6,104$1.14M0.14%+24613F-HRTimeline
Institute for Wealth Management, LLC.6,098$1.14M0.15%+66613F-HRTimeline
FSA Investment Group, LLC6,086$1.13M0.97%+61413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,059$1.13M0.09%-4,93113F-HRTimeline
Arbor Investment Advisors, LLC6,070$1.13M0.15%+1313F-HRTimeline
Richard P Slaughter Associates Inc6,069$1.13M0.26%-8,09913F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC6,067$1.13M0.52%-51013F-HRTimeline
NorthRock Partners, LLC6,046$1.13M0.04%+2,84713F-HRTimeline
Caprock Group, LLC6,038$1.12M0.03%+4,78413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,032$1.12M0.29%+1,24913F-HRTimelineGroup
RFP Financial Group LLC6,014$1.12M0.45%013F-HRTimeline
Level Financial Advisors6,014$1.12M0.38%-20613F-HRTimeline
SageView Advisory Group, LLC6,006$1.12M0.05%+37813F-HRTimeline
Revisor Wealth Management LLC5,987$1.12M0.5%+1,76613F-HRTimeline
BSW Wealth Partners5,948$1.11M0.17%-13113F-HRTimeline
Clarity Capital Advisors, LLC5,932$1.11M0.73%-17913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,926$1.1M0.05%-68913F-HRTimelineGroup
Meridian Financial Advisors, LLC5,895$1.1M0.77%+16413F-HRTimeline
Dynamic Financial Group5,889$1.1M1.1%-13213F-HRTimeline
Lindbrook Capital, LLC5,865$1.09M0.1%013F-HRTimeline
Strategic Financial Partners, Ltd.5,864$1.09M0.58%-1113F-HRTimeline
Orion Porfolio Solutions, LLC5,861$1.09M0.01%+1,28513F-HRTimeline
Orion Portfolio Solutions, LLC5,861$1.09M0.01%+1,28513F-HR/ATimeline
ARBOR TRUST WEALTH ADVISORS, LLC5,846$1.09M0.51%013F-HRTimeline
Insight Advisors, LLC/ PA5,841$1.09M0.19%-1813F-HRTimeline
Monument Group Wealth Advisors, LLC5,826$1.09M0.75%+10113F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC5,793$1.08M0.3%+63813F-HRTimeline
Sage Investment Counsel LLC5,782$1.08M1.37%-56413F-HRTimeline
Strategic Blueprint, LLC5,758$1.07M0.06%+4,33013F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,754$1.07M0.04%-413F-HRTimeline
Martin Worley Group5,749$1.07M0.61%013F-HRTimeline
Clear Point Advisors Inc.5,700$1.06M0.95%-22813F-HRTimeline
Kathmere Capital Management, LLC5,695$1.06M0.09%+33513F-HRTimeline
Dentgroup LLC5,682$1.06M0.79%-5413F-HRTimeline
Brand Asset Management Group, Inc.5,679$1.06M0.44%+34513F-HRTimeline
SeaCrest Wealth Management, LLC5,657$1.05M0.12%-5,99813F-HRTimeline
Consolidated Portfolio Review Corp5,631$1.05M0.17%+20813F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,629$1.05M0.17%+3413F-HRTimeline
Wolf Group Capital Advisors5,612$1.05M0.35%+3,80213F-HRTimeline
MJT & Associates Financial Advisory Gro…5,610$1.05M1%13F-HRTimeline
Octavia Wealth Advisors, LLC5,509$1.03M0.12%-1913F-HRTimeline
Topel & Distasi Wealth Management, LLC5,505$1.03M0.48%-64313F-HRTimeline
Bruce G. Allen Investments, LLC5,486$1.02M0.81%+1,01513F-HRTimeline
MidAtlantic Capital Management, Inc.5,474$1.02M0.8%+14813F-HRTimeline
GHP Investment Advisors, Inc.5,472$1.02M0.05%-7213F-HRTimeline
Compass Financial Group, INC/SD5,444$1.01M0.19%-1013F-HRTimeline
Strategic Financial Concepts, LLC5,436$1.01M0.19%+19213F-HRTimeline
Paulson Wealth Management Inc.5,423$1.01M0.28%-2,02013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,422$1.01M0.11%+2,58413F-HRTimeline
WEDBUSH SECURITIES INC5,406$1.01M0.04%-42013F-HRTimeline
Wescott Financial Advisory Group, LLC5,403$1.01M0.1%-66113F-HRTimeline
King Wealth Management Group5,398$1.01M0.15%-18113F-HRTimeline
Resurgent Financial Advisors LLC5,398$1.01M0.6%+41513F-HRTimeline
Weitzel Financial Services, Inc.5,679$1.01M0.48%+64713F-HRTimeline
Integrity Financial Corp /WA5,384$1M0.57%+66813F-HRTimeline
TruNorth Capital Management, LLC5,382$1M0.25%013F-HRTimeline
Coordinated Financial Services, Inc./CO5,366$1000K0.77%13F-HRTimeline
McClarren Financial Advisors, Inc.4,879$993K0.66%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,325$992K0.07%-14013F-HRTimeline
Arete Wealth Advisors, LLC5,276$983K0.08%-77613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC5,263$980K0.14%-7013F-HRTimeline
Meritas Wealth Management, LLC5,260$980K0.57%-22113F-HRTimeline
Schwallier Wealth Management LLC5,237$976K0.72%-60913F-HRTimeline
Beacon Financial Advisory LLC5,227$974K0.3%-22713F-HRTimeline
Retirement Planning Group, LLC5,202$969K0.05%-34213F-HRTimeline
Iron Gate Global Advisors LLC5,200$969K0.13%013F-HR/ATimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,198$968K0.37%+42213F-HRTimeline
First National Bank of Mount Dora, Trus…5,196$968K0.24%013F-HRTimeline
VSM Wealth Advisory, LLC5,189$967K0.35%-15513F-HRTimeline
Parkside Financial Bank & Trust5,170$963K0.12%+7713F-HRTimeline
Empowered Funds, LLC5,143$958K0.01%-13913F-HRTimeline
UPTICK PARTNERS, LLC5,129$955K0.32%-113F-HRTimeline
Trust Co5,126$955K0.11%+19613F-HRTimeline
FIDELITY D & D BANCORP INC5,098$950K0.63%013F-HRTimeline
EVOKE WEALTH, LLC5,097$950K0.02%+32413F-HRTimeline
Discipline Wealth Solutions, LLC5,092$949K0.45%-92013F-HRTimeline
Baldwin Investment Management, LLC5,087$948K0.11%-13213F-HRTimeline
Main Street Financial Solutions, LLC5,060$943K0.08%-41913F-HRTimeline
High Net Worth Advisory Group LLC5,049$941K0.27%+1913F-HRTimeline
CIBC WORLD MARKET INC.5,024$936K<0.01%+87313F-HRTimeline
KEB ASSET MANAGEMENT, LLC5,002$932K0.27%-3613F-HRTimeline
Physician Wealth Advisors, Inc.4,922$917K0.16%-47913F-HRTimeline
LongView Wealth Management4,878$909K0.27%-77113F-HRTimeline
United Advisor Group, LLC4,870$907K0.19%+45113F-HRTimeline
BKM Wealth Management, LLC4,814$897K0.37%+44813F-HRTimeline
Burns Matteson Capital Management, LLC4,803$895K0.48%+413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC4,797$894K0.45%+1,80113F-HRTimeline
Vannoy Advisory Group, Inc.4,791$893K0.66%-13913F-HRTimeline
HOGE FINANCIAL SERVICES, LLC4,771$889K0.62%+19613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,735$882K0.03%-3,64613F-HRTimelineGroup
St. Louis Trust Co4,727$881K0.13%013F-HRTimeline
Larson Financial Group LLC4,718$879K0.04%-16013F-HRTimeline
Perennial Investment Advisors, LLC4,675$871K0.1%-70613F-HRTimeline
Gladstone Institutional Advisory LLC4,671$870K0.04%+19313F-HRTimeline
One Day In July LLC4,651$867K0.09%+20113F-HRTimeline
Fermata Advisors, LLC4,628$862K0.16%+3713F-HRTimeline
Verisail Partners, LLC4,624$861K0.4%+6313F-HRTimeline
HFG Advisors, Inc.4,612$859K0.73%-11713F-HRTimeline
Inlight Wealth Management, LLC4,592$855K0.53%new13F-HRTimeline
Kovack Advisors, Inc.4,588$855K0.09%+54213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,585$854K0.02%+5813F-HRTimeline
AIRE ADVISORS, LLC4,562$850K0.18%-1,63013F-HRTimeline
Battery Global Advisors, LLC4,545$847K0.47%013F-HRTimeline
Sagace Wealth Management LLC4,496$838K0.63%-11713F-HRTimeline
Financial Alternatives, Inc4,489$836K0.6%-6713F-HRTimeline
Yukon Wealth Management, Inc.4,483$835K0.35%13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,434$826K0.08%-24413F-HRTimelineGroup
Goelzer Investment Management, Inc.4,430$825K0.05%013F-HR/ATimeline
Canal Capital Management, LLC4,429$825K0.14%+4713F-HRTimeline
Conrad Siegel Investment Advisors, Inc.4,428$825K0.21%-113F-HRTimeline
Disciplined Investments, LLC4,419$823K0.38%-1513F-HRTimeline
Bestgate Wealth Advisors, LLC4,415$822K1.7%+60113F-HRTimeline
Smithfield Trust Co4,417$822K0.04%+3513F-HRTimeline
Soltis Investment Advisors LLC4,388$817K0.07%+3613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,382$816K0.02%-3313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC4,361$812K0.51%+2713F-HRTimeline
Mezzasalma Advisors, LLC4,352$811K0.28%+10113F-HRTimeline
RS CRUM INC.4,346$810K0.22%-2313F-HRTimeline
Jacobi Capital Management LLC4,292$799K0.06%-20813F-HRTimeline
Tyche Wealth Partners LLC4,285$798K0.17%013F-HRTimeline
IFG Advisors, LLC4,263$794K0.15%+613F-HRTimeline
CITY HOLDING CO4,256$793K0.11%-15713F-HRTimeline
Legacies Wealth LLC4,251$792K0.59%013F-HRTimeline
Painted Porch Advisors LLC4,240$790K0.33%+14713F-HRTimeline
Legacy Edge Advisors, LLC4,219$786K0.12%-5913F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,219$786K0.02%+2013F-HRTimeline
Nemes Rush Group LLC4,214$785K0.1%-8013F-HRTimeline
Fearless Solutions, LLC dba Best Invest4,202$783K0.61%-11713F-HRTimeline
Clarius Group, LLC4,199$782K0.05%013F-HRTimeline
GWN SECURITIES INC.4,064$775K0.04%new13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.4,151$773K0.35%-6813F-HRTimeline
HUB Investment Partners, LLC4,142$772K0.03%+1,31813F-HRTimeline