Skip to content
Disclosery

VBR VANGUARD INDEX FDS

Follow

SHS (fund)

1,702 managers (1,717 13F filers) reported a position in VBR shares at 2026-03-31, 85,380,301 shares in all. 114 filers opened a position and 54 filers sold out during the quarter.

Managers
1,702
13F filers
1,717
New
114
Added
663
Reduced
600
Sold out
54
Shares held by filers
85,380,301

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Principia Wealth Advisory, LLC2,733$594K0.34%-2,22813F-HRTimeline
QUARRY HILL ADVISORS, LLC2,550$592K0.24%-1713F-HRTimeline
Carnegie Investment Counsel2,721$591K0.01%+37513F-HRTimeline
Windsor Advisory Group, LLC2,720$591K0.49%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,714$590K0.01%+1,27513F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC2,711$589K0.2%+1,61313F-HRTimeline
Frederick Financial Consultants, LLC2,700$586K0.29%013F-HRTimeline
Tactive Advisors, LLC2,698$586K0.17%-56613F-HRTimeline
Stonebridge Financial Planning Group, L…2,696$586K0.22%-10113F-HRTimeline
AVISO WEALTH MANAGEMENT2,685$583K0.26%013F-HRTimeline
Petix & Botte Co2,685$583K0.13%-2,82113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,669$580K<0.01%-23613F-HRTimeline
Selective Wealth Management, Inc.2,531$580K0.17%-613F-HRTimeline
INTEGRATED WEALTHCARE, LLC2,666$579K0.48%+513F-HRTimeline
Greenline Partners, LLC2,660$578K0.06%013F-HRTimeline
Tyche Wealth Partners LLC2,648$575K0.09%+113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,514$574K0.16%013F-HRTimeline
DIVERSIFIED TRUST CO2,639$573K0.01%+92113F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,638$573K0.07%-43113F-HRTimelineGroup
PRIVATE TRUST CO NA2,637$573K0.05%-8813F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,635$572K0.03%-613F-HRTimelineGroup
Hexagon Capital Partners LLC2,633$572K0.08%new13F-HRTimeline
Axis Wealth Partners, LLC2,627$571K0.3%-23413F-HRTimeline
Foundations Investment Advisors, LLC2,617$569K0.01%+32813F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.2,615$568K0.55%-513F-HRTimeline
TFO Wealth Partners, LLC2,610$567K0.08%+1013F-HRTimeline
Collaborative Wealth Managment Inc.2,606$566K0.26%-29413F-HRTimeline
Smith Thornton Advisors LLC2,602$565K0.28%013F-HRTimeline
Dala Group, LLC2,601$563K0.47%-2,81213F-HRTimeline
Kathmere Capital Management, LLC2,577$560K0.03%-2,24013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,574$559K0.44%-4213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,568$558K0.04%-11,14413F-HRTimeline
Kastel Capital Advisors, LLC2,619$555K0.34%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,522$548K0.03%-47513F-HRTimeline
McMill Wealth Management2,520$547K0.15%+413F-HRTimeline
Guardian Wealth Management, Inc.2,502$544K0.3%-4113F-HRTimeline
PINNACLE ASSOCIATES LTD2,492$541K0.01%-13513F-HRTimeline
Leo H. Evart, Inc.2,491$541K0.46%13F-HR/ATimeline
Family Investment Center, Inc.2,479$538K0.1%-19113F-HRTimeline
Pinnacle Bancorp, Inc.2,469$536K0.16%+48713F-HRTimeline
Key Client Fiduciary Advisors, LLC2,467$536K0.18%+613F-HRTimeline
DeLarme Wealth Management, Inc.2,464$535K0.34%-2213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,459$534K0.14%-4513F-HRTimeline
SCS Capital Management LLC2,459$534K0.01%-29413F-HRTimeline
Prosperity Consulting Group, LLC2,455$533K0.02%013F-HRTimeline
Red Wave Investments LLC2,454$533K0.16%-813F-HRTimeline
Manske Wealth Management2,450$532K0.15%+1,36313F-HRTimeline
XY Planning Network, Inc.2,436$531K0.08%-55913F-HRTimeline
HighPoint Advisor Group LLC2,431$528K0.02%+12913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC2,418$525K0.11%-5813F-HRTimeline
Dorsey & Whitney Trust CO LLC2,418$525K0.03%-38213F-HRTimeline
Cascade Financial Partners, LLC2,404$522K0.05%-713F-HRTimeline
TSFG, LLC2,398$521K0.08%013F-HRTimeline
Rinkey Investments2,392$520K0.13%013F-HRTimeline
GreatBanc Trust CO2,390$519K0.36%-36513F-HRTimeline
Valmark Advisers, Inc.2,387$519K0.01%+2213F-HRTimeline
Fort Sheridan Advisors LLC2,385$518K0.06%new13F-HRTimeline
Manuka Financial, LLC2,380$517K0.32%013F-HRTimeline
Landmark Wealth Management, LLC2,373$516K0.14%+2813F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,373$516K0.35%013F-HRTimeline
Legacy Private Trust Co.2,367$514K0.03%+1613F-HRTimeline
Lodestone Wealth Management LLC2,355$512K0.2%-12113F-HR/ATimeline
NorthStar Asset Management LLC /NJ/2,341$509K0.25%-413F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/2,335$507K0.03%+1313F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.2,330$506K0.37%+413F-HRTimeline
MONTAG A & ASSOCIATES INC2,311$503K0.02%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,313$502K0.01%+42913F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,312$502K0.29%-913F-HRTimeline
STALEY CAPITAL ADVISERS INC2,311$502K0.02%013F-HRTimeline
Round Rock Advisors LLC2,309$502K0.08%-2513F-HRTimeline
West Financial Advisors, LLC2,303$500K0.08%013F-HRTimeline
AIMZ Investment Advisors, LLC2,300$500K0.15%-2513F-HRTimeline
Exchange Bank2,293$498K0.35%+9413F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,290$498K0.08%+30013F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,260$491K0.02%+413F-HRTimeline
Hardin Capital Partners, LLC2,256$490K0.23%+11713F-HRTimeline
Murphy & Mullick Capital Management Corp2,249$489K0.36%-7913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,247$488K0.03%013F-HRTimeline
Narus Financial Partners, LLC2,244$488K0.13%-19813F-HRTimeline
FIDELITY D & D BANCORP INC2,239$486K0.2%-2713F-HRTimeline
Paulson Wealth Management Inc.2,222$483K0.11%-42813F-HRTimeline
DEARBORN PARTNERS LLC2,221$483K0.03%+72013F-HRTimeline
Apeiron RIA LLC2,213$481K0.11%+513F-HRTimeline
IPG Investment Advisors LLC2,211$480K0.08%013F-HRTimeline
DOLIVER ADVISORS, LP2,208$480K0.11%new13F-HRTimeline
BEARING POINT CAPITAL, LLC2,200$478K0.07%-1813F-HRTimeline
Coastwise Capital Group, LLC2,197$477K0.27%+1113F-HRTimeline
Versant Capital Management, Inc2,186$475K0.05%+3113F-HRTimeline
Align Financial, LLC2,178$473K0.27%-457,75813F-HRTimeline
SBI Securities Co., Ltd.2,172$472K0.01%+1713F-HRTimeline
Root Financial Partners, LLC2,159$469K0.02%-1913F-HRTimeline
Bell Investment Advisors, Inc2,155$468K0.07%-513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,154$468K0.07%new13F-HRTimeline
Ariadne Wealth Management, LP2,145$466K0.21%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,120$461K0.07%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,113$459K0.06%+413F-HRTimeline
Dominguez Wealth Management Solutions, …2,106$457K0.28%-1113F-HRTimeline
Iowa State Bank2,099$456K0.08%-43213F-HRTimeline
Capital Investment Advisory Services, L…2,096$455K0.03%-21213F-HRTimeline
Drucker Wealth 3.0, LLC2,096$455K0.08%-6613F-HRTimeline
CEERA INVESTMENTS, LLC2,093$455K0.2%+11513F-HRTimeline
JMN Financial LLC2,072$450K0.44%+5913F-HRTimeline
Financial Futures Ltd Liability Co.2,066$449K0.2%-2113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,065$449K0.05%+97413F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,062$448K0.13%+1113F-HRTimeline
Callan Family Office, LLC2,060$447K0.01%-6013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,058$447K0.19%+2013F-HRTimeline
Copia Wealth Management2,056$447K0.31%-60213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,040$443K0.16%-3113F-HRTimeline
Prospect Financial Services LLC2,035$442K0.27%+62213F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC2,035$442K0.03%-10513F-HRTimeline
National Wealth Management Group, LLC2,027$440K0.16%-55013F-HRTimeline
Clear Creek Financial Management, LLC2,027$440K0.03%+16313F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,024$440K0.2%new13F-HRTimeline
Washington Trust Advisors, Inc.2,022$439K0.04%+313F-HRTimeline
Ballentine Capital Advisors, Inc2,022$439K0.18%013F-HRTimeline
VILLERE ST DENIS J & CO LLC2,022$439K0.05%013F-HRTimeline
Wilson & Boucher Capital Management, LLC2,021$439K0.29%013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC2,013$437K0.13%+1113F-HRTimeline
Capital Investment Advisors, LLC2,009$436K0.01%-3613F-HR/ATimeline
Rathbones Group PLC2,000$434K<0.01%013F-HR/ATimeline
BANTAMAC CAPITAL, LLC2,000$434K0.32%013F-HRTimeline
Athena Investment Management1,998$434K0.23%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,995$433K0.04%-113F-HRTimeline
Confluence Wealth Services, Inc.1,994$433K0.02%+8813F-HRTimeline
Provident Wealth Management, LLC1,989$432K0.13%-6813F-HRTimeline
CoreCap Advisors, LLC1,985$431K0.01%+19613F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,984$431K0.21%+1,03013F-HRTimeline
Accredited Investors Inc.1,983$431K0.02%+4013F-HRTimeline
South Shore Capital Advisors1,979$430K0.31%-3013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,976$429K0.01%+32313F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,963$426K0.01%013F-HR/ATimeline
Gemmer Asset Management LLC1,962$426K0.03%+713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,961$426K<0.01%new13F-HRTimelineGroup
HBK Sorce Advisory LLC1,821$425K0.01%+813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,955$425K0.05%-16513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,955$425K0.11%+1913F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,946$423K0.12%-6613F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,945$423K0.2%+1113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,945$423K0.13%013F-HRTimeline
Investment Insight Wealth Management, L…1,939$421K0.45%+413F-HRTimeline
CM WEALTH ADVISORS LLC1,926$418K0.09%013F-HRTimeline
BCR Wealth Strategies, LLC1,919$416K0.13%-1,16813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,912$415K<0.01%-513F-HRTimelineGroup
Skyline Advisors, Inc.1,911$415K0.14%013F-HRTimeline
Winthrop Capital Management, LLC1,909$415K0.11%-12013F-HRTimeline
Aspen Grove Capital, LLC1,900$413K0.08%013F-HRTimeline
REXFORD CAPITAL INC1,900$413K0.29%013F-HRTimeline
Argentarii, LLC1,898$412K0.14%+15613F-HRTimeline
SeedSafe Financial LLC1,893$411K0.34%013F-HRTimeline
Pacific Park Financial, Inc.1,887$410K0.27%new13F-HRTimeline
Invst, LLC1,874$407K0.05%+23213F-HRTimeline
SeaCrest Wealth Management, LLC1,873$407K0.04%-10713F-HRTimeline
Ridgewood Investments LLC1,861$404K0.17%13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,850$402K0.05%013F-HRTimeline
Cypress Wealth Services, LLC1,844$401K0.06%013F-HRTimeline
CGC Financial Services, LLC1,841$400K0.12%013F-HRTimeline
Solutions 4 Wealth, Ltd1,841$400K0.6%013F-HRTimeline
Investments & Financial Planning, LLC1,839$399K0.22%-813F-HRTimeline
Thayer Partners, LLC / MA1,837$399K0.19%+2013F-HRTimeline
Summit Trail Advisors, LLC1,837$399K0.01%-8913F-HRTimeline
Richard P Slaughter Associates Inc1,835$399K0.09%-22313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,812$398K0.01%013F-HRTimeline
Old North State Wealth Management, LLC1,825$398K0.18%-613F-HRTimeline
Evercore Wealth Management, LLC1,827$397K0.01%013F-HRTimeline
Next Level Private LLC1,819$395K0.09%+613F-HRTimeline
SAX WEALTH ADVISORS, LLC1,856$393K0.02%-5613F-HRTimeline
Summit Financial Strategies, Inc.1,803$392K0.03%+3013F-HRTimeline
Range Advisory, LLC1,796$390K0.07%+8313F-HRTimeline
MWA Asset Management1,794$390K0.21%+1413F-HR/ATimeline
Capital Advisors, Ltd. LLC1,791$389K0.04%013F-HRTimeline
Uptown Financial Advisors LLC1,788$388K0.31%013F-HRTimeline
GUIDANCE CAPITAL, INC1,670$388K0.09%-23913F-HRTimeline
Sterling Investment Counsel, LLC1,781$387K0.11%+7313F-HRTimeline
Carnegie Lake Advisors LLC1,775$386K0.15%-5013F-HRTimeline
NWF Advisory Services Inc.1,773$385K0.04%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC1,763$383K0.04%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,755$381K0.02%+52213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,746$379K0.04%+1813F-HRTimeline
Stewardship Advisors, LLC1,740$378K0.09%+23613F-HRTimeline
Cove Private Wealth, LLC1,740$378K0.09%-4,42513F-HRTimeline
Ethos Financial Group, LLC1,735$377K0.03%new13F-HRTimeline
Essential Partners LLC1,733$376K0.13%+5913F-HRTimeline
New Hampshire Trust1,723$374K0.08%+3513F-HRTimeline
Williams Jones Wealth Management, LLC.1,721$374K<0.01%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,715$373K0.03%+21113F-HRTimeline
Berman McAleer LLC1,706$371K0.05%013F-HRTimeline
Verdence Capital Advisors LLC1,705$371K0.02%+413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,703$370K0.21%+713F-HRTimeline
Argent Advisors, Inc.1,700$369K0.1%+20013F-HRTimeline
Seed Wealth Management, Inc.1,700$369K0.25%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,697$369K0.11%+12113F-HRTimeline
TPG Advisors LLC1,696$368K0.23%013F-HRTimeline
Bradley & Co. Private Wealth Management…1,695$368K0.19%+1,18913F-HRTimeline
PFG Investments, LLC1,693$368K0.02%+10513F-HRTimeline
Brightwater Advisory LLC1,688$367K0.24%-1513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…1,686$366K0.01%+1713F-HRTimelineGroup
Sonoma Private Wealth LLC1,683$366K0.45%-5413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,670$363K<0.01%013F-HRTimelineGroup
Fisher Asset Management, LLC1,663$361K<0.01%-11513F-HRTimeline