Skip to content
Disclosery

VBR VANGUARD INDEX FDS

Follow

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
SALEM INVESTMENT COUNSELORS INC2,325$433K0.02%-513F-HRTimeline
Lodestone Wealth Management LLC2,324$433K0.23%+113F-HRTimeline
Selective Wealth Management, Inc.2,516$431K0.19%013F-HRTimeline
STALEY CAPITAL ADVISERS INC2,311$431K0.02%-6013F-HRTimeline
Cypress Point Wealth Management, LLC2,308$430K0.14%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,301$429K0.32%-4413F-HRTimeline
Copia Wealth Management2,283$425K0.39%+21313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,273$423K0.09%-1,59913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,266$422K0.11%+4413F-HRTimelineGroup
Ballentine Capital Advisors, Inc2,264$422K0.21%013F-HRTimeline
Fourth Dimension Wealth, LLC2,237$417K0.2%-4813F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC2,236$417K0.07%-3613F-HRTimeline
CoreCap Advisors, LLC2,234$416K0.02%+78113F-HRTimeline
Qube Research & Technologies Ltd2,227$415K<0.01%-12513F-HRTimeline
IPG Investment Advisors LLC2,211$412K0.09%+1,13713F-HRTimeline
Fisher Asset Management, LLC2,200$410K<0.01%+1,09913F-HRTimeline
Aspen Grove Capital, LLC2,200$410K0.08%-1,36613F-HRTimeline
Carnegie Investment Counsel2,445$408K0.01%-8113F-HRTimeline
Lakewood Asset Management LLC2,189$408K0.28%-9013F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,183$407K0.02%-98613F-HRTimeline
NWF Advisory Services Inc.2,181$406K0.06%+41913F-HRTimeline
BLB&B Advisors, LLC2,178$406K0.02%+2113F-HRTimeline
Procyon Advisors, LLC2,175$405K0.02%+4313F-HRTimeline
TD Waterhouse Canada Inc.2,169$405K<0.01%+2,06513F-HRTimeline
Key Client Fiduciary Advisors, LLC2,164$403K0.19%+2813F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,162$403K0.06%-24513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,247$402K0.04%-16813F-HRTimeline
Vantage Financial Partners, LLC2,156$402K0.1%-1,09413F-HRTimeline
Finward Bancorp2,145$400K0.35%-6713F-HRTimeline
Virtue Capital Management, LLC2,136$398K0.05%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/2,134$398K0.25%-35313F-HRTimeline
Global Assets Advisory, LLC2,248$398K0.07%+1,03913F-HRTimeline
Narus Financial Partners, LLC2,125$396K0.13%-4213F-HRTimeline
Financial Futures Ltd Liability Co.2,124$396K0.22%-2513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,124$396K0.08%new13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,120$395K0.08%013F-HRTimeline
Accredited Investors Inc.2,116$394K0.02%+10113F-HRTimeline
Ridgewood Investments LLC2,108$393K0.18%-4113F-HRTimeline
Elyxium Wealth, LLC2,103$392K0.17%-1,58613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,097$391K0.15%-33013F-HRTimeline
Oldfather Financial Services, LLC2,096$390K0.15%013F-HRTimeline
Pinnacle Bancorp, Inc.2,086$389K0.13%-4113F-HRTimeline
Dunhill Financial, LLC2,085$388K0.18%+2,02113F-HRTimeline
Cahill Wealth Management, LLC2,072$386K0.2%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,068$385K<0.01%new13F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co2,066$385K0.01%+29913F-HRTimelineGroup
Aspen Wealth Management LLC2,060$384K0.11%new13F-HRTimeline
Provident Wealth Management, LLC2,057$383K0.13%013F-HRTimeline
KKM Financial LLC2,049$382K0.16%013F-HRTimeline
Hardin Capital Partners, LLC2,042$380K0.23%-5913F-HRTimeline
GTS SECURITIES LLC2,035$379K0.02%new13F-HRTimeline
Dominguez Wealth Management Solutions, …2,028$378K0.28%-1513F-HRTimeline
VILLERE ST DENIS J & CO LLC2,022$377K0.04%013F-HRTimeline
Winthrop Capital Management, LLC2,014$375K0.1%013F-HRTimeline
Wealth Quarterback LLC2,000$373K0.21%-1,19713F-HRTimeline
Rathbones Group PLC2,000$373K<0.01%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC2,000$373K0.06%+15013F-HRTimeline
BANTAMAC CAPITAL, LLC2,000$373K0.18%013F-HRTimeline
GUIDANCE CAPITAL, INC2,022$372K0.11%+12913F-HRTimeline
Athena Investment Management1,998$372K0.23%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,990$371K0.08%013F-HRTimeline
Richmond Investment Services, LLC1,957$365K0.2%+613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,957$365K0.04%-7113F-HRTimeline
Rooted Wealth Advisors, Inc.2,144$363K0.16%-1213F-HRTimeline
Stephens Consulting, LLC1,941$362K0.09%-213F-HRTimeline
Milestone Investment Advisors LLC1,939$361K0.1%-25413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,936$361K0.11%013F-HRTimeline
Thrive Wealth Management, LLC1,936$361K0.07%+12513F-HRTimeline
Keystone Financial Group1,933$360K0.04%-19613F-HRTimeline
Curated Wealth Partners LLC1,926$359K0.05%-6013F-HRTimeline
Investments & Financial Planning, LLC1,922$358K0.23%+2413F-HRTimeline
Wilson & Boucher Capital Management, LLC1,921$358K0.27%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.1,920$357K0.2%013F-HRTimeline
Wambolt & Associates, LLC1,900$355K0.12%-38013F-HRTimeline
Skyline Advisors, Inc.1,883$351K0.14%013F-HRTimeline
Vantage Point Financial LLC1,873$349K0.18%013F-HRTimeline
Capital Advisors, Ltd. LLC1,869$348K0.05%013F-HRTimeline
SIGNATUREFD, LLC1,867$348K0.01%+1313F-HRTimeline
Certified Advisory Corp1,867$348K0.04%-7013F-HRTimeline
West Financial Advisors, LLC1,858$346K0.07%-12213F-HRTimeline
New Hampshire Trust1,857$346K0.08%+313F-HRTimeline
Brightwater Advisory LLC1,855$346K0.27%-11313F-HR/ATimeline
Next Level Private LLC1,854$345K0.13%-813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,842$343K0.03%+3713F-HRTimeline
CGC Financial Services, LLC1,841$343K0.14%-6013F-HRTimeline
Solutions 4 Wealth, Ltd1,841$343K0.61%013F-HRTimeline
Benchmark Wealth Management, LLC1,837$342K0.17%+513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,832$341K<0.01%+5413F-HRTimelineGroup
Summit Financial Strategies, Inc.1,829$341K0.03%-14013F-HRTimeline
Washington Trust Advisors, Inc.1,826$340K0.03%-13713F-HRTimeline
Summit X, LLC1,823$340K0.07%-1513F-HRTimeline
Camelot Portfolios, LLC1,820$339K0.21%+10013F-HRTimeline
GPS Wealth Strategies Group, LLC1,818$339K0.05%+2713F-HRTimeline
DAVIS R M INC1,815$338K0.01%+7013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,813$338K<0.01%-29213F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,812$338K0.01%-27213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,809$337K0.04%+513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,809$337K0.01%-113F-HR/ATimeline
BURNEY CO/1,807$337K0.01%-9613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,806$336K0.13%013F-HRTimeline
Cadence Bank1,800$335K0.02%-4713F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC1,788$333K0.04%-1413F-HRTimeline
Uptown Financial Advisors LLC1,788$333K0.34%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,782$332K0.02%-1,50713F-HR/ATimelineGroup
Sterling Investment Counsel, LLC1,778$331K0.11%+2613F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,774$330K0.18%+3113F-HRTimeline
Coppell Advisory Solutions LLC1,825$330K0.05%+20813F-HRTimeline
SAPIENT CAPITAL LLC1,769$330K0.01%-26813F-HRTimeline
Coastwise Capital Group, LLC1,766$329K0.28%+6613F-HRTimeline
Keel Point, LLC1,761$328K0.03%-21613F-HRTimeline
Binnacle Investments Inc1,753$327K0.24%13F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,750$326K0.02%-1013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,733$323K0.01%-43513F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC1,730$322K0.04%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,720$320K0.04%+113F-HRTimeline
Evercore Wealth Management, LLC1,712$319K0.01%013F-HRTimeline
CM WEALTH ADVISORS LLC1,711$319K0.1%013F-HRTimeline
Canandaigua National Trust Co of Florida1,701$317K0.28%013F-HRTimeline
DEARBORN PARTNERS LLC1,698$316K0.02%-23013F-HRTimeline
Clark Capital Management Group, Inc.1,690$315K<0.01%+10413F-HRTimeline
Hippocratic Financial Advisors, LLC1,678$313K0.19%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,676$312K0.21%+213F-HRTimeline
HORIZON BANCORP INC /IN/1,668$311K0.18%-6,10413F-HRTimeline
Accel Wealth Management1,664$310K0.11%+14913F-HRTimeline
Obsidian Personal Planning Solutions LLC1,721$310K0.14%-2713F-HRTimeline
BWM Planning, LLC1,651$308K0.13%+113F-HRTimeline
WealthTrak Capital Management LLC1,643$306K0.26%-8913F-HRTimeline
Wealth Group, Ltd.1,645$306K0.2%+20813F-HRTimeline
KDK Private Wealth Management, LLC1,638$305K0.35%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,633$304K0.03%-4013F-HRTimeline
Austin Wealth Management, LLC1,692$304K0.06%-1,44213F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.1,628$303K0.09%+55313F-HRTimeline
APPLETON PARTNERS INC/MA1,627$303K0.02%-18313F-HRTimeline
Annandale Capital, LLC1,625$303K0.06%013F-HRTimeline
New England Private Wealth Advisors LLC1,625$303K0.05%+1113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,618$301K0.01%-7113F-HRTimeline
Willis Johnson & Associates, Inc.1,611$300K0.02%-2013F-HRTimeline
WNY Asset Management, LLC1,609$300K0.04%-5313F-HRTimeline
MAS Advisors LLC1,608$300K0.46%013F-HRTimeline
Victrix Investment Advisors1,607$299K0.16%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,605$299K0.08%-27313F-HRTimeline
Bonfire Financial1,601$298K0.28%-25913F-HRTimeline
Argent Advisors, Inc.1,601$298K0.1%+7613F-HRTimeline
Park Edge Advisors, LLC1,600$298K0.08%-12513F-HRTimeline
Delta Financial Group, Inc.1,545$297K0.07%-2813F-HRTimeline
Amplius Wealth Advisors, LLC1,591$296K0.03%+713F-HRTimeline
Golden State Wealth Management, LLC1,588$296K0.04%-7213F-HR/ATimeline
CEERA INVESTMENTS, LLC1,588$296K0.1%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,585$295K0.09%+20013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV1,584$295K0.09%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,583$295K0.13%-5413F-HRTimeline
1ST SOURCE BANK1,583$295K0.02%-713F-HRTimeline
GatePass Capital, LLC1,583$295K0.22%013F-HRTimeline
Team Hewins, LLC1,580$294K0.11%-65513F-HR/ATimeline
My Personal CFO, LLC1,579$294K0.15%+4513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,577$294K0.29%13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC1,735$294K0.03%-61613F-HRTimelineGroup
Tradewinds, LLC.1,576$294K0.08%-2,71013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,569$292K0.02%+52313F-HRTimeline
Axim Planning & Wealth1,558$290K0.26%+6013F-HRTimeline
First Heartland Consultants, Inc.1,556$290K0.03%-10913F-HRTimeline
Salus Financial Advisors, LLC1,556$290K0.22%-813F-HRTimeline
Argentarii, LLC1,547$288K0.14%new13F-HRTimeline
North Capital, Inc.1,544$288K0.27%13F-HRTimeline
LWM ADVISORS INC1,545$287K0.3%+25013F-HRTimeline
Sonoma Private Wealth LLC1,538$287K0.4%-1,14913F-HRTimeline
Gilliland Jeter Wealth Management LLC1,536$286K0.1%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC1,532$285K0.21%+1013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC1,529$285K0.24%+3013F-HR/ATimeline
VESTIA PERSONAL WEALTH ADVISORS1,525$284K0.22%+6613F-HRTimeline
DecisionMap Wealth Management, LLC1,514$282K0.21%-5213F-HRTimeline
Snider Financial Group1,507$281K0.09%+3413F-HRTimeline
Schrum Private Wealth Management LLC1,504$280K0.25%013F-HRTimeline
ELLERSON GROUP INC /ADV1,500$279K0.22%013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,498$279K0.1%new13F-HRTimeline
Horizon Investment Services, LLC1,494$278K0.14%-413F-HRTimeline
ROMANO BROTHERS AND COMPANY1,485$277K0.04%+1013F-HRTimeline
Accurate Wealth Management, LLC1,614$276K0.05%-8813F-HRTimeline
Willow Creek Wealth Management Inc.1,481$276K0.03%013F-HRTimeline
HEADINVEST, LLC1,475$275K0.05%013F-HRTimeline
LPWM LLC1,472$274K0.09%-11213F-HRTimeline
Campbell Deegan Wealth Management, LLC1,472$274K0.32%-20013F-HRTimeline
LexAurum Advisors, LLC1,472$274K0.05%+9213F-HRTimeline
Sage Financial Management Group, Inc.1,465$273K0.1%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,456$271K0.03%-14813F-HRTimelineGroup
Gilman Hill Asset Management, LLC1,448$270K0.05%-2513F-HRTimeline
Heritage Wealth Management, Inc. /CA/1,442$269K0.23%+6613F-HRTimeline
Evensky & Katz LLC1,438$268K0.02%+813F-HRTimeline
Stewardship Advisors, LLC1,436$268K0.07%+17313F-HRTimeline
Westmount Partners, LLC1,426$266K0.08%+35013F-HRTimeline
BARLOW WEALTH PARTNERS, LLC1,478$265K0.03%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,419$264K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC1,418$264K0.02%+19013F-HRTimeline
Yoder Wealth Management, Inc.1,417$264K0.15%013F-HRTimeline
Columbia Asset Management1,408$262K0.05%013F-HRTimeline
Creekmur Asset Management LLC1,407$262K0.05%+913F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,406$262K0.02%-20013F-HRTimeline
Holland Advisory Services, Inc.1,405$262K0.4%+913F-HRTimeline
TFC Financial Management, Inc.1,403$261K0.04%+313F-HRTimeline
Ameliora Wealth Management Ltd.1,400$261K0.1%013F-HRTimeline