Skip to content
Disclosery

VBR VANGUARD INDEX FDS

Follow

SHS (fund)

1,649 managers (1,662 13F filers) reported a position in VBR shares at 2025-12-31, 87,255,239 shares in all. 69 filers opened a position and 77 filers sold out during the quarter.

Managers
1,649
13F filers
1,662
New
69
Added
657
Reduced
513
Sold out
77
Shares held by filers
87,255,239

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Tyche Wealth Partners LLC2,647$561K0.09%-10613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,641$559K0.03%-14513F-HRTimelineGroup
PINNACLE ASSOCIATES LTD2,627$556K0.01%+7313F-HRTimeline
Kastel Capital Advisors, LLC2,619$555K0.34%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,616$554K0.44%13F-HRTimeline
Smith Thornton Advisors LLC2,602$551K0.28%013F-HRTimeline
TFO Wealth Partners, LLC2,600$551K0.08%+1613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,583$547K<0.01%+6713F-HRTimelineGroup
National Wealth Management Group, LLC2,577$546K0.19%-6913F-HRTimeline
QUARRY HILL ADVISORS, LLC2,567$544K0.25%-3413F-HRTimeline
Guardian Wealth Management, Inc.2,543$539K0.32%+3913F-HRTimeline
SOL Capital Management CO2,540$538K0.05%-8013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,535$537K0.05%new13F-HRTimeline
Iowa State Bank2,531$536K0.1%013F-HRTimeline
McMill Wealth Management2,516$533K0.15%+313F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,514$532K0.16%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,504$530K0.13%+2013F-HRTimeline
DeLarme Wealth Management, Inc.2,486$527K0.37%13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC2,476$524K0.11%-13813F-HRTimeline
Lodestone Wealth Management LLC2,476$524K0.21%+213F-HRTimeline
Red Wave Investments LLC2,462$521K0.16%-3213F-HRTimeline
Key Client Fiduciary Advisors, LLC2,461$521K0.18%+19913F-HRTimeline
Prosperity Consulting Group, LLC2,455$520K0.02%-13713F-HRTimeline
COZAD ASSET MANAGEMENT INC2,444$518K0.04%-18713F-HRTimeline
Narus Financial Partners, LLC2,442$517K0.14%-5213F-HRTimeline
Battery Global Advisors, LLC1,158$515K0.24%-3,38713F-HRTimeline
Pacific Excel Wealth Advisors, Inc.2,421$513K0.97%13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,416$512K0.35%013F-HRTimeline
Cascade Financial Partners, LLC2,411$511K0.05%-3313F-HRTimeline
Aptus Capital Advisors, LLC2,408$510K<0.01%-9613F-HRTimeline
TSFG, LLC2,398$508K0.08%+213F-HRTimeline
MIdWestOne Financial Group, Inc.2,397$508K0.06%013F-HRTimeline
TBH Global Asset Management, LLC1,985$507K0.08%new13F-HRTimeline
Rinkey Investments2,392$507K0.13%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,391$506K0.01%new13F-HRTimeline
Manuka Financial, LLC2,380$504K0.31%+11313F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,373$503K0.31%013F-HRTimeline
Valmark Advisers, Inc.2,365$501K0.01%+12113F-HRTimeline
Montis Financial, LLC2,361$500K0.1%-22013F-HRTimeline
Legacy Private Trust Co.2,351$498K0.03%-1,27013F-HRTimeline
Carnegie Investment Counsel2,346$497K0.01%-30613F-HRTimeline
NorthStar Asset Management LLC /NJ/2,345$497K0.22%+3513F-HRTimeline
Landmark Wealth Management, LLC2,345$497K0.19%-5513F-HRTimeline
Round Rock Advisors LLC2,334$494K0.07%013F-HR/ATimeline
Coppell Advisory Solutions LLC2,310$494K0.05%+14613F-HRTimeline
Murphy & Mullick Capital Management Corp2,328$493K0.36%-18013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.2,326$493K0.37%-113F-HRTimeline
AIMZ Investment Advisors, LLC2,325$492K0.14%+1,31013F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/2,322$492K0.03%-6113F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,321$492K0.28%+1613F-HRTimeline
Ariadne Wealth Management, LP2,145$491K0.2%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,311$489K0.02%013F-HRTimeline
STALEY CAPITAL ADVISERS INC2,311$489K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…2,308$489K0.03%+1413F-HRTimeline
West Financial Advisors, LLC2,303$488K0.08%013F-HRTimeline
HighPoint Advisor Group LLC2,302$488K0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC2,289$485K0.01%+16413F-HRTimeline
FIDELITY D & D BANCORP INC2,266$480K0.21%+4313F-HRTimeline
Integrity Financial Corp /WA2,262$479K0.24%-3,60313F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,256$478K0.02%+613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,247$476K0.03%013F-HRTimeline
BEARING POINT CAPITAL, LLC2,218$470K0.07%+1813F-HRTimeline
IPG Investment Advisors LLC2,211$468K0.08%013F-HRTimeline
Apeiron RIA LLC2,208$468K0.09%-46213F-HRTimeline
Exchange Bank2,199$466K0.32%013F-HRTimeline
Coastwise Capital Group, LLC2,186$463K0.23%+31213F-HRTimeline
Root Financial Partners, LLC2,178$461K0.02%-26513F-HRTimeline
TD Waterhouse Canada Inc.2,169$459K<0.01%013F-HRTimeline
Drucker Wealth 3.0, LLC2,162$458K0.08%-9613F-HRTimeline
Bell Investment Advisors, Inc2,160$457K0.07%+813F-HRTimeline
Versant Capital Management, Inc2,155$456K0.06%-22613F-HRTimeline
SBI Securities Co., Ltd.2,155$456K0.01%+813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,143$454K0.02%new13F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC2,140$453K0.03%+26013F-HRTimeline
Hardin Capital Partners, LLC2,139$453K0.21%+313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,120$449K0.07%013F-HRTimeline
Callan Family Office, LLC2,120$449K0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,120$449K0.05%-3,17213F-HRTimeline
Dominguez Wealth Management Solutions, …2,117$448K0.27%+9213F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,109$447K0.06%+713F-HRTimeline
BURNEY CO/2,099$444K0.01%+99313F-HRTimeline
Financial Futures Ltd Liability Co.2,087$442K0.2%-1013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,071$439K0.16%-5913F-HRTimeline
Richard P Slaughter Associates Inc2,058$436K0.09%-17713F-HRTimeline
Provident Wealth Management, LLC2,057$436K0.13%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,051$435K0.13%-2913F-HRTimeline
GUIDANCE CAPITAL, INC1,909$433K0.11%+713F-HRTimeline
Capital Investment Advisors, LLC2,045$433K0.01%+12313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,038$432K0.21%+5013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,036$431K0.12%-98613F-HRTimeline
Austin Wealth Management, LLC1,954$431K0.06%+32413F-HRTimeline
SeaCrest Wealth Management, LLC1,980$431K0.04%+713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,031$430K<0.01%+4213F-HRTimelineGroup
Winthrop Capital Management, LLC2,029$430K0.1%+1513F-HRTimeline
Ballentine Capital Advisors, Inc2,022$428K0.18%013F-HRTimeline
VILLERE ST DENIS J & CO LLC2,022$428K0.04%013F-HRTimeline
Wilson & Boucher Capital Management, LLC2,021$428K0.28%+10013F-HRTimeline
Washington Trust Advisors, Inc.2,019$428K0.03%+613F-HRTimeline
JMN Financial LLC2,013$427K0.43%13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,012$426K0.11%-3213F-HRTimeline
South Shore Capital Advisors2,009$425K0.31%13F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC2,002$424K0.12%+1913F-HRTimeline
Rathbones Group PLC2,000$424K<0.01%013F-HR/ATimeline
BANTAMAC CAPITAL, LLC2,000$424K0.3%013F-HRTimeline
Athena Investment Management1,998$423K0.22%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,996$423K0.04%+213F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,990$421K0.07%013F-HRTimeline
Signal Advisors Wealth, LLC1,989$421K0.03%+88813F-HRTimeline
HBK Sorce Advisory LLC1,813$421K0.01%+2513F-HRTimeline
Pinnacle Bancorp, Inc.1,982$420K0.12%+913F-HRTimeline
CEERA INVESTMENTS, LLC1,978$419K0.16%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,963$416K0.01%013F-HRTimeline
Gemmer Asset Management LLC1,955$414K0.03%+413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,948$413K0.21%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,945$412K0.13%013F-HRTimeline
Accredited Investors Inc.1,943$412K0.02%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,936$410K0.11%013F-HRTimeline
Investment Insight Wealth Management, L…1,935$410K0.4%13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,934$410K0.19%+20313F-HRTimeline
Curated Wealth Partners LLC1,928$408K0.04%+113F-HRTimeline
Summit Trail Advisors, LLC1,926$408K0.01%+4413F-HRTimeline
CM WEALTH ADVISORS LLC1,926$408K0.09%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,917$406K<0.01%+84413F-HRTimelineGroup
Mosley Wealth Management1,934$406K0.19%13F-HRTimeline
SAX WEALTH ADVISORS, LLC1,912$405K0.02%-2313F-HRTimeline
Skyline Advisors, Inc.1,911$405K0.14%+2813F-HRTimeline
Confluence Wealth Services, Inc.1,906$404K0.02%-12713F-HRTimeline
Aspen Grove Capital, LLC1,900$402K0.07%013F-HRTimeline
REXFORD CAPITAL INC1,900$402K0.3%013F-HRTimeline
SeedSafe Financial LLC1,893$401K0.35%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,884$399K0.01%+3713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,812$399K0.01%013F-HRTimeline
Brooklyn Investment Group1,849$396K0.02%new13F-HRTimeline
Clear Creek Financial Management, LLC1,864$395K0.03%+60613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,850$392K0.05%-91213F-HRTimeline
Investments & Financial Planning, LLC1,847$391K0.21%-2913F-HRTimeline
Cypress Wealth Services, LLC1,844$391K0.05%new13F-HRTimeline
CGC Financial Services, LLC1,841$390K0.1%013F-HRTimeline
Solutions 4 Wealth, Ltd1,841$390K0.59%013F-HRTimeline
Old North State Wealth Management, LLC1,831$389K0.18%+1513F-HRTimeline
Evercore Wealth Management, LLC1,827$387K0.01%+11513F-HRTimeline
GM Advisory Group, LLC1,827$387K0.02%+36613F-HRTimeline
Carnegie Lake Advisors LLC1,825$387K0.15%013F-HRTimeline
HHM Wealth Advisors, LLC1,821$386K0.05%+313F-HRTimeline
Thayer Partners, LLC / MA1,817$385K0.19%13F-HRTimeline
Next Level Private LLC1,813$384K0.1%+813F-HRTimeline
Gambit Capital Management, LLC1,795$380K0.27%13F-HRTimeline
Capital Advisors, Ltd. LLC1,791$379K0.04%013F-HRTimeline
CoreCap Advisors, LLC1,789$379K0.01%-10413F-HRTimeline
Uptown Financial Advisors LLC1,788$379K0.32%013F-HRTimeline
Crusonia Wealth Advisors LLC1,784$378K0.08%13F-HRTimeline
MWA Asset Management1,780$377K0.21%-8913F-HRTimeline
Fisher Asset Management, LLC1,778$377K<0.01%-1,05113F-HRTimeline
Summit Financial Strategies, Inc.1,773$376K0.03%-5313F-HRTimeline
Cadence Bank1,773$376K0.02%-2113F-HRTimeline
NWF Advisory Services Inc.1,773$375K0.04%-20613F-HRTimeline
SAGE RHINO CAPITAL LLC1,768$374K0.07%+1713F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC1,763$373K0.04%-3513F-HRTimeline
Vantage Point Financial LLC1,754$371K0.13%-13613F-HRTimeline
Argentarii, LLC1,742$369K0.12%-28213F-HRTimeline
Sonoma Private Wealth LLC1,737$368K0.44%+4113F-HRTimeline
Vantage Financial Partners, LLC1,729$366K0.07%+1613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,728$366K0.04%+2013F-HRTimeline
DIVERSIFIED TRUST CO1,718$364K0.01%013F-HRTimeline
Range Advisory, LLC1,713$363K0.09%13F-HRTimeline
Berman McAleer LLC1,706$361K0.05%-113F-HRTimeline
Brightwater Advisory LLC1,703$361K0.24%-7513F-HRTimeline
Verdence Capital Advisors LLC1,701$360K0.02%+213F-HRTimeline
Seed Wealth Management, Inc.1,700$360K0.25%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,696$359K0.21%+513F-HRTimeline
TPG Advisors LLC1,696$359K0.22%+8013F-HRTimeline
New Hampshire Trust1,688$358K0.07%013F-HRTimeline
Essential Partners LLC1,674$355K0.11%-31413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,670$354K<0.01%new13F-HR/ATimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…1,669$353K0.01%new13F-HRTimelineGroup
BWM Planning, LLC1,655$351K0.09%+213F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC1,655$351K0.04%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,653$350K0.01%+31913F-HRTimeline
New England Private Wealth Advisors LLC1,647$349K0.04%+1513F-HR/ATimeline
Invst, LLC1,642$348K0.04%-16413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,632$346K0.01%-41013F-HRTimeline
SEMITAM BONAM LLC1,630$345K0.29%013F-HRTimeline
Finward Bancorp1,626$344K0.27%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,626$344K0.02%+113F-HRTimeline
Annandale Capital, LLC1,625$344K0.06%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,621$343K0.01%-26613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,611$341K<0.01%-10513F-HRTimeline
Ocean Park Asset Management, LLC1,611$341K0.02%-10513F-HRTimeline
New Covenant Trust Company, N.A.1,591$341K0.31%-3,43113F-HRTimeline
Willis Johnson & Associates, Inc.1,611$341K0.02%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC1,535$340K0.02%-13813F-HRTimelineGroup
Sterling Investment Counsel, LLC1,708$338K0.1%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,593$337K0.03%-7513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,486$337K0.17%+1113F-HRTimeline
APPLETON PARTNERS INC/MA1,591$337K0.02%+2713F-HRTimeline
PFG Investments, LLC1,588$336K0.02%-90713F-HRTimeline
Patriot Financial Group Insurance Agenc…1,586$336K0.04%+11513F-HRTimeline
1ST SOURCE BANK1,583$335K0.02%013F-HRTimeline
Team Hewins, LLC1,580$335K0.11%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,576$334K0.1%+3513F-HRTimeline