Skip to content
Disclosery

VBR VANGUARD INDEX FDS

Follow

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
Cascade Financial Partners, LLC2,444$510K0.06%-4013F-HRTimeline
Root Financial Partners, LLC2,443$510K0.03%-1,64213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,416$504K0.35%+47113F-HRTimeline
Landmark Wealth Management, LLC2,400$501K0.2%-4813F-HRTimeline
CALTON & ASSOCIATES, INC.2,398$500K0.08%+88813F-HRTimeline
MIdWestOne Financial Group, Inc.2,397$500K0.06%-17913F-HRTimeline
TSFG, LLC2,396$500K0.08%-3713F-HRTimeline
Rinkey Investments2,392$499K0.13%013F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/2,383$497K0.03%-27713F-HRTimeline
Versant Capital Management, Inc2,381$497K0.07%+513F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,373$495K0.32%013F-HRTimeline
Round Rock Advisors LLC2,334$487K0.08%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.2,327$486K0.39%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,311$483K0.02%013F-HRTimeline
STALEY CAPITAL ADVISERS INC2,311$482K0.02%013F-HRTimeline
NorthStar Asset Management LLC /NJ/2,310$482K0.23%-613F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,305$481K0.3%+413F-HRTimeline
West Financial Advisors, LLC2,303$481K0.08%-2213F-HRTimeline
Capital Investment Advisory Services, L…2,294$479K0.04%-8313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,288$477K0.01%-82813F-HRTimeline
Manuka Financial, LLC2,267$473K0.29%-91213F-HRTimeline
Key Client Fiduciary Advisors, LLC2,262$472K0.16%+14113F-HRTimeline
Drucker Wealth 3.0, LLC2,258$471K0.08%-9513F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,250$469K0.02%+413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,247$469K0.04%013F-HRTimeline
Valmark Advisers, Inc.2,244$468K0.01%-23113F-HRTimeline
Richard P Slaughter Associates Inc2,235$466K0.1%-39813F-HRTimeline
BLB&B Advisors, LLC2,223$464K0.02%-5813F-HRTimeline
FIDELITY D & D BANCORP INC2,223$464K0.26%013F-HRTimeline
IPG Investment Advisors LLC2,211$464K0.08%013F-HRTimeline
LPWM LLC2,220$463K0.12%+6013F-HRTimeline
BEARING POINT CAPITAL, LLC2,200$459K0.08%013F-HRTimeline
Exchange Bank2,199$459K0.32%-92813F-HRTimeline
TD Waterhouse Canada Inc.2,169$454K<0.01%-17313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,168$452K0.01%-1,47013F-HRTimeline
Coppell Advisory Solutions LLC2,164$450K0.05%+17913F-HRTimeline
Bell Investment Advisors, Inc2,152$449K0.07%+5213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,148$448K0.03%-88413F-HRTimeline
SBI Securities Co., Ltd.2,147$448K0.01%013F-HRTimeline
Hardin Capital Partners, LLC2,136$446K0.24%+1713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,130$445K0.16%-19013F-HR/ATimeline
Foundations Investment Advisors, LLC2,125$444K0.01%+31913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,120$442K0.07%013F-HRTimeline
Ariadne Wealth Management, LP2,145$442K0.2%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,102$439K0.06%+313F-HRTimeline
Financial Futures Ltd Liability Co.2,097$438K0.21%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,080$434K0.14%-1713F-HRTimeline
Provident Wealth Management, LLC2,057$429K0.13%013F-HRTimeline
Capasso Planning Partners LLC2,056$429K0.27%-20013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,044$427K0.12%-7813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,042$426K0.01%+6313F-HRTimeline
Confluence Wealth Services, Inc.2,033$424K0.02%+11313F-HRTimeline
Dominguez Wealth Management Solutions, …2,025$423K0.27%-313F-HRTimeline
Argentarii, LLC2,024$422K0.17%+29613F-HRTimeline
Ballentine Capital Advisors, Inc2,022$422K0.19%013F-HRTimeline
VILLERE ST DENIS J & CO LLC2,022$422K0.04%013F-HRTimeline
Washington Trust Advisors, Inc.2,013$420K0.03%+18713F-HRTimeline
Winthrop Capital Management, LLC2,014$420K0.1%013F-HRTimeline
Rathbones Group PLC2,000$417K<0.01%013F-HRTimeline
BANTAMAC CAPITAL, LLC2,000$417K0.32%013F-HRTimeline
Athena Investment Management1,998$417K0.22%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …1,995$416K0.07%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,994$416K0.04%-113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,994$416K<0.01%-71513F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,990$415K0.07%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,989$415K<0.01%new13F-HRTimelineGroup
Essential Partners LLC1,988$415K0.14%-42413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,988$415K0.23%+1813F-HRTimeline
SeaCrest Wealth Management, LLC1,973$414K0.04%-44613F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC1,983$414K0.13%-96,35613F-HR/ATimeline
NWF Advisory Services Inc.1,979$413K0.05%-3113F-HRTimeline
CEERA INVESTMENTS, LLC1,978$413K0.13%+39013F-HRTimeline
Pinnacle Bancorp, Inc.1,973$412K0.12%+1013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,963$410K0.01%-2,34613F-HRTimeline
Gemmer Asset Management LLC1,951$407K0.03%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC1,946$406K0.28%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,945$406K0.13%+13913F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.1,944$406K0.2%+2413F-HRTimeline
Accredited Investors Inc.1,943$406K0.02%+17513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,936$404K0.11%-2113F-HRTimeline
SAX WEALTH ADVISORS, LLC1,935$404K0.02%-75913F-HRTimeline
CM WEALTH ADVISORS LLC1,926$404K0.11%013F-HRTimeline
Ridgewood Investments LLC1,934$404K0.17%+1213F-HRTimeline
Curated Wealth Partners LLC1,927$402K0.05%+113F-HRTimeline
Capital Investment Advisors, LLC1,922$401K0.01%+28713F-HRTimeline
Wilson & Boucher Capital Management, LLC1,921$401K0.26%013F-HRTimeline
GUIDANCE CAPITAL, INC1,902$400K0.1%-11213F-HRTimeline
Aspen Grove Capital, LLC1,900$398K0.07%013F-HRTimeline
REXFORD CAPITAL INC1,900$397K0.31%013F-HRTimeline
CoreCap Advisors, LLC1,893$395K0.01%+11813F-HRTimeline
Summit Trail Advisors, LLC1,882$395K0.01%+6013F-HRTimeline
Vantage Point Financial LLC1,890$394K0.15%+413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,887$394K0.01%+31413F-HRTimeline
Simplicity Wealth,LLC1,884$393K0.02%-2,85213F-HRTimeline
Skyline Advisors, Inc.1,883$393K0.14%013F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC1,880$392K0.02%new13F-HRTimeline
Investments & Financial Planning, LLC1,876$392K0.21%-7013F-HRTimeline
Coastwise Capital Group, LLC1,874$391K0.28%+10813F-HRTimeline
MWA Asset Management1,869$390K0.22%-24113F-HRTimeline
Thrive Wealth Management, LLC1,860$388K0.06%-10513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,847$386K0.01%+27913F-HRTimeline
CGC Financial Services, LLC1,841$384K0.11%013F-HRTimeline
Solutions 4 Wealth, Ltd1,841$384K0.6%013F-HRTimeline
One Capital Management, LLC1,834$383K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,812$383K0.01%-15213F-HRTimeline
Summit Financial Strategies, Inc.1,826$381K0.03%-813F-HRTimeline
Binnacle Investments Inc1,825$381K0.22%-913F-HRTimeline
Carnegie Lake Advisors LLC1,825$381K0.15%new13F-HRTimeline
Next Level Private LLC1,805$380K0.11%-2413F-HRTimeline
Old North State Wealth Management, LLC1,816$380K0.18%-6313F-HRTimeline
HHM Wealth Advisors, LLC1,818$379K0.04%-2213F-HRTimeline
Laird Norton Wetherby Wealth Management…1,808$377K0.02%-1213F-HRTimeline
Invst, LLC1,806$377K0.04%-4,35613F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC1,798$377K0.04%013F-HRTimeline
Cadence Bank1,794$374K0.02%-1113F-HRTimeline
Capital Advisors, Ltd. LLC1,791$374K0.04%-6513F-HRTimeline
Uptown Financial Advisors LLC1,788$373K0.33%013F-HRTimeline
HBK Sorce Advisory LLC1,788$372K0.01%-33013F-HR/ATimeline
WealthTrak Capital Management LLC1,781$372K0.31%+2613F-HRTimeline
Brightwater Advisory LLC1,778$371K0.25%-7713F-HRTimeline
TOWNSQUARE CAPITAL LLC1,757$367K0.06%-82713F-HRTimeline
SAGE RHINO CAPITAL LLC1,751$366K0.07%+1613F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,750$365K0.02%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,731$363K0.18%013F-HRTimeline
MAS Advisors LLC1,730$361K0.57%013F-HRTimeline
WRAPMANAGER INC1,729$361K0.11%-2,30913F-HRTimeline
DIVERSIFIED TRUST CO1,718$359K0.01%+3713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,716$358K<0.01%-3213F-HRTimeline
Ocean Park Asset Management, LLC1,716$358K0.01%new13F-HRTimeline
Verdence Capital Advisors LLC1,699$358K0.02%+8813F-HRTimeline
Clark Asset Management, LLC1,715$358K0.04%-81313F-HRTimeline
Berman McAleer LLC1,707$358K0.05%13F-HRTimeline
Vantage Financial Partners, LLC1,713$358K0.08%-33913F-HRTimeline
Evercore Wealth Management, LLC1,712$357K0.01%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,708$357K0.04%-15713F-HRTimeline
Obsidian Personal Planning Solutions LLC1,726$356K0.12%+513F-HRTimeline
Seed Wealth Management, Inc.1,700$355K0.25%-74013F-HRTimeline
Sonoma Private Wealth LLC1,696$354K0.42%+15813F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,691$353K0.21%013F-HRTimeline
New Hampshire Trust1,688$352K0.07%-16613F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC1,673$349K0.03%+113F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC1,668$348K0.03%+3513F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC1,655$345K0.04%-7513F-HRTimeline
BWM Planning, LLC1,653$345K0.1%+213F-HRTimeline
New England Private Wealth Advisors LLC1,632$341K0.04%013F-HRTimeline
SEMITAM BONAM LLC1,630$340K0.3%013F-HRTimeline
Willow Creek Wealth Management Inc.1,628$340K0.03%+11613F-HRTimeline
Finward Bancorp1,626$339K0.26%-53013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,625$339K0.03%013F-HRTimeline
Austin Wealth Management, LLC1,630$339K0.05%+19613F-HRTimeline
TPG Advisors LLC1,616$337K0.22%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,612$336K0.09%-54313F-HRTimeline
Willis Johnson & Associates, Inc.1,611$336K0.02%013F-HRTimeline
Argent Advisors, Inc.1,601$334K0.1%013F-HRTimeline
Ethos Financial Group, LLC1,585$332K0.03%-28313F-HRTimeline
Camelot Portfolios, LLC1,589$332K0.2%-15513F-HRTimeline
UHLMANN PRICE SECURITIES, LLC1,588$332K0.2%+22413F-HRTimeline
Team Hewins, LLC1,580$331K0.11%013F-HRTimeline
1ST SOURCE BANK1,583$330K0.02%013F-HRTimeline
APPLETON PARTNERS INC/MA1,564$326K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,560$326K0.13%013F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,551$325K0.1%-4,20813F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV1,555$325K0.09%013F-HR/ATimeline
Salus Financial Advisors, LLC1,556$325K0.2%013F-HRTimeline
Clark Capital Management Group, Inc.1,551$324K<0.01%+6913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,546$323K<0.01%-11,85613F-HRTimelineGroup
KDK Private Wealth Management, LLC1,546$323K0.33%-7613F-HRTimeline
Keel Point, LLC1,544$322K0.02%+4313F-HRTimeline
LWM ADVISORS INC1,544$322K0.29%-113F-HRTimeline
Milestone Asset Management Group, LLC1,543$322K0.2%+613F-HRTimeline
North Capital, Inc.1,542$322K0.25%+813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,541$322K0.1%-1913F-HRTimeline
Gilliland Jeter Wealth Management LLC1,536$321K0.1%013F-HRTimeline
Outbound Financial Inc1,535$320K0.26%013F-HRTimeline
Gateway Wealth Partners, LLC1,531$320K0.04%+2413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC1,529$319K0.23%013F-HRTimeline
Columbia Asset Management1,523$318K0.06%+6513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,519$317K<0.01%-16913F-HRTimelineGroup
BCR Wealth Strategies, LLC1,514$315K0.11%new13F-HRTimeline
SVB WEALTH LLC1,500$313K0.02%+38513F-HRTimeline
ROMANO BROTHERS AND COMPANY1,491$311K0.04%013F-HRTimeline
LexAurum Advisors, LLC1,478$309K0.04%+3113F-HRTimeline
Meredith Wealth Planning1,477$308K0.1%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,475$308K0.18%+613F-HRTimeline
BARLOW WEALTH PARTNERS, LLC1,482$308K0.03%-8813F-HRTimeline
Patriot Financial Group Insurance Agenc…1,471$307K0.04%+42813F-HRTimeline
Stewardship Advisors, LLC1,469$307K0.07%-3713F-HRTimeline
GM Advisory Group, LLC1,461$305K0.01%+413F-HRTimeline
Keystone Financial Group1,458$304K0.02%+3613F-HR/ATimeline
JEPPSON WEALTH MANAGEMENT, LLC1,455$304K0.1%013F-HRTimeline
Fourth Dimension Wealth, LLC1,444$301K0.11%-8413F-HRTimeline
Snider Financial Group1,438$300K0.08%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.1,436$300K0.1%+613F-HRTimeline
Park Edge Advisors, LLC1,431$299K0.07%-16913F-HRTimeline
Bonfire Financial1,423$298K0.23%-17313F-HRTimeline
Curi Capital, LLC1,423$298K0.01%+14013F-HRTimeline
Sage Financial Management Group, Inc.1,427$298K0.1%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,427$298K0.03%-4713F-HRTimelineGroup
Sovran Advisors, LLC1,448$298K0.03%+34813F-HRTimeline
Horizon Investment Services, LLC1,423$297K0.11%-6013F-HRTimeline