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VBR VANGUARD INDEX FDS

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SHS (fund)

1,585 managers (1,595 13F filers) reported a position in VBR shares at 2024-12-31, 90,361,900 shares in all. 89 filers opened a position and 51 filers sold out during the quarter.

Managers
1,585
13F filers
1,595
New
89
Added
624
Reduced
460
Sold out
51
Shares held by filers
90,361,900

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Evensky & Katz LLC1,430$283K0.02%+413F-HRTimeline
KDT Advisors, LLC1,425$282K0.41%13F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,419$281K<0.01%+813F-HRTimelineGroup
Yoder Wealth Management, Inc.1,417$281K0.16%-3313F-HRTimeline
Columbia Asset Management1,408$279K0.05%013F-HRTimeline
TFC Financial Management, Inc.1,400$277K0.04%+213F-HRTimeline
Ameliora Wealth Management Ltd.1,400$277K0.1%013F-HRTimeline
Anderson Financial Strategies, LLC1,400$277K0.17%13F-HRTimeline
Creekmur Asset Management LLC1,398$277K0.06%+613F-HRTimeline
Holland Advisory Services, Inc.1,396$277K0.36%+813F-HRTimeline
Fonville Wealth Management LLC1,388$275K0.09%+113F-HRTimeline
Savvy Advisors, Inc.1,387$275K0.03%+10413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,385$275K0.09%-5013F-HRTimeline
W.H. Cornerstone Investments Inc.1,384$274K0.18%+813F-HRTimeline
LexAurum Advisors, LLC1,380$274K0.05%new13F-HRTimeline
TruWealth Advisors, LLC1,380$273K0.02%+113F-HRTimeline
Heritage Wealth Management, Inc. /CA/1,376$273K0.23%new13F-HRTimeline
BluePointe Capital Management, LLC1,360$270K0.15%-1313F-HRTimeline
Wells Financial Advisors INC1,353$268K0.37%-3013F-HRTimeline
River Wealth Advisors LLC1,352$268K0.04%-10913F-HRTimeline
Berger Financial Group, Inc1,343$266K0.02%new13F-HRTimeline
Destiny Wealth Partners, LLC1,341$266K0.04%+15113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,330$264K0.01%013F-HRTimelineGroup
TPG Advisors LLC1,323$262K0.2%013F-HRTimeline
RHS Financial, LLC1,316$261K0.13%-10813F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,315$261K0.1%013F-HRTimeline
Cherry Creek Investment Advisors, Inc.1,312$260K0.13%+713F-HRTimeline
Foundation Wealth Management, LLC\PA1,312$260K0.13%13F-HRTimeline
Passive Capital Management, LLC.1,310$260K0.09%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,314$259K0.02%new13F-HRTimeline
Sebold Capital Management, Inc.1,308$259K0.17%013F-HRTimeline
Keystone Wealth Services, LLC1,308$259K0.07%new13F-HRTimeline
PUREfi Wealth, LLC1,304$258K0.25%13F-HRTimeline
Brady Martz Wealth Solutions, LLC1,285$257K0.06%13F-HRTimeline
LWM ADVISORS INC1,295$257K0.26%13F-HRTimeline
Trexquant Investment LP1,291$256K<0.01%+17313F-HRTimeline
LRI Investments, LLC1,290$256K0.02%013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC1,289$256K0.17%-1013F-HRTimeline
Milestone Asset Management Group, LLC1,285$255K0.23%13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,280$254K0.05%-2013F-HRTimeline
PFG Investments, LLC1,269$251K0.02%-7913F-HRTimeline
Bogart Wealth, LLC1,265$251K0.01%013F-HRTimeline
Stewardship Advisors, LLC1,263$250K0.07%+18313F-HRTimeline
Salomon & Ludwin, LLC1,261$250K0.03%-113F-HRTimeline
Heritage Financial Services, LLC1,260$250K0.03%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,260$250K0.01%+1,05013F-HRTimeline
Caprock Group, LLC1,254$249K0.01%-813F-HRTimeline
Liberty Capital Management, Inc.1,251$248K0.06%-2013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,250$248K0.01%013F-HRTimeline
BetterWealth, LLC1,249$248K0.07%+713F-HRTimeline
Graypoint LLC1,248$247K0.01%-13613F-HRTimeline
Key Financial Inc1,248$247K0.06%-1113F-HRTimeline
Harbour Capital Advisors, LLC1,237$247K0.06%013F-HRTimeline
Shared Vision Wealth Group LLC1,244$246K0.13%013F-HRTimeline
Good Life Advisors, LLC1,231$244K0.02%-14413F-HRTimeline
Net Worth Advisory Group1,231$244K0.07%+2013F-HRTimeline
N.E.W. Advisory Services LLC1,228$243K0.02%+1313F-HRTimeline
Park Place Capital Corp1,228$243K0.07%+113F-HRTimeline
NDVR, Inc.1,215$241K0.23%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…1,212$240K0.01%-7113F-HRTimeline
Rehmann Capital Advisory Group1,208$239K0.02%-15413F-HRTimeline
Global Assets Advisory, LLC1,209$239K0.13%-1113F-HRTimeline
Adero Partners, LLC1,204$239K0.02%-513F-HRTimeline
L. Roy Papp & Associates, LLP1,200$238K0.03%+613F-HRTimeline
STAGE HARBOR FINANCIAL, LLC1,200$238K0.21%new13F-HRTimeline
Von Berge Wealth Management Group, LLC1,148$238K0.14%+313F-HRTimeline
Paragon Advisors, LLC1,198$237K0.08%+1813F-HRTimeline
Winthrop Advisory Group LLC1,188$235K0.03%-613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC1,185$235K0.09%+713F-HRTimeline
XY Planning Network, Inc.1,185$235K0.18%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,182$234K0.02%-22813F-HRTimeline
Sheaff Brock Investment Advisors, LLC1,182$234K0.02%-34913F-HRTimeline
SilverOak Wealth Management LLC1,181$234K0.05%013F-HRTimeline
Intelligence Driven Advisers, LLC1,181$234K0.04%+613F-HRTimeline
Bay Capital Advisors, LLC1,179$234K0.19%13F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC1,160$233K0.16%+613F-HRTimeline
Platform Technology Partners1,172$232K0.07%new13F-HRTimeline
Litman Gregory Wealth Management LLC1,169$232K0.02%013F-HRTimeline
Strategic Financial Services, Inc.1,165$231K0.01%013F-HRTimeline
Sage Capital Advisors,llc1,164$231K0.06%+713F-HRTimeline
Freedom Financial Partners LLC1,162$230K0.11%13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.1,161$230K0.09%-27213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,155$229K0.01%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,153$228K<0.01%new13F-HRTimelineGroup
Insight Inv LLC1,143$227K0.16%+22513F-HRTimeline
Causey Wealth LLC1,141$226K0.13%13F-HRTimeline
SEVEN MILE ADVISORY1,135$225K0.14%+2913F-HRTimeline
Archer Investment Corp1,133$225K0.06%013F-HRTimeline
White Knight Strategic Wealth Advisors,…1,130$224K0.09%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,129$224K0.02%013F-HRTimelineGroup
Schneider Downs Wealth Management Advis…1,126$223K0.04%-9413F-HRTimeline
Holos Integrated Wealth LLC1,125$223K0.15%13F-HRTimeline
Tillman Hartley LLC1,123$223K0.06%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,119$222K0.01%+1313F-HRTimeline
Advance Capital Management, Inc.1,118$221K0.01%+213F-HRTimeline
RFG Holdings, Inc.1,115$221K0.07%new13F-HRTimeline
Greenspring Advisors, LLC1,116$221K0.05%013F-HRTimeline
Maridea Wealth Management LLC1,113$221K0.07%13F-HRTimeline
WPG Advisers, LLC1,111$220K0.2%13F-HRTimeline
Investment Advisory Group, LLC1,108$220K0.07%-13013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.1,105$219K0.16%new13F-HRTimeline
Glen Eagle Advisors, LLC1,104$219K0.04%+66813F-HRTimeline
Madrona Financial Services, LLC1,104$219K0.06%+513F-HRTimeline
Fisher Asset Management, LLC1,101$218K<0.01%new13F-HRTimeline
FSA Advisors, Inc.1,083$216K0.26%-5513F-HRTimeline
Warwick Investment Management, Inc.1,090$216K0.04%new13F-HRTimeline
LJI Wealth Management, LLC1,084$215K0.04%-38013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,084$215K0.08%+613F-HRTimeline
Compass Investment Advisers LLC1,080$214K0.62%13F-HRTimeline
Westmount Partners, LLC1,076$213K0.06%-13713F-HRTimeline
Lifeworks Advisors, LLC1,076$213K0.04%013F-HRTimeline
Graney & King, LLC1,075$213K0.16%13F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.1,075$213K0.06%013F-HRTimeline
IPG Investment Advisors LLC1,074$213K0.05%new13F-HRTimeline
Core Wealth Partners LLC1,073$213K0.12%013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC1,073$213K0.05%-5313F-HRTimeline
FSM Wealth Advisors, LLC1,042$212K0.05%+113F-HRTimeline
Beaumont Financial Advisors, LLC1,068$212K0.02%+3513F-HRTimeline
Plan A Wealth LLC1,065$211K0.19%13F-HRTimeline
Carmel Capital Partners, LLC1,065$211K0.09%013F-HRTimeline
Clark Asset Management, LLC1,061$210K0.04%new13F-HRTimeline
Baron Financial Group, LLC1,061$210K0.13%new13F-HRTimeline
First PREMIER Bank1,060$210K0.05%+15013F-HRTimeline
Regent Peak Wealth Advisors LLC1,057$209K0.05%013F-HR/ATimeline
BCR Wealth Strategies, LLC1,056$209K0.1%new13F-HRTimeline
Pinion Investment Advisors, LLC1,053$209K0.08%-2713F-HRTimeline
GG Group Ventures, LLC1,053$209K0.28%-2513F-HRTimeline
Omega Financial Group, LLC1,052$208K0.08%+513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,046$207K0.01%013F-HRTimeline
Gray Wealth Management Inc.1,037$206K0.08%+3813F-HRTimeline
Trivium Point Advisory, LLC1,036$205K0.03%-10713F-HRTimeline
Ipsen Advisor Group LLC1,036$205K0.18%13F-HRTimeline
Annex Advisory Services, LLC1,035$205K0.01%new13F-HRTimeline
MATAURO, LLC1,031$204K0.04%13F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT1,031$204K0.01%new13F-HRTimeline
EQUITABLE TRUST CO1,030$204K0.01%new13F-HRTimeline
Oak Harvest Investment Services1,019$202K0.03%new13F-HRTimeline
RDA Financial Network1,017$202K0.06%-8313F-HRTimeline
CFO4Life Group, LLC1,013$201K0.04%new13F-HRTimeline
Northstar Group, Inc.1,013$201K0.03%+313F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,010$200K0.02%+613F-HRTimeline
Synergy Investment Management, LLC1,005$199K0.09%13F-HRTimeline
Community Bank, N.A.1,000$198K0.03%013F-HRTimeline
Trivant Custom Portfolio Group, LLC1,000$198K0.12%013F-HRTimeline
Advantage Trust Co1,000$198K0.12%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC963$191K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO958$190K<0.01%013F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC912$183K0.11%13F-HRTimeline
Whipplewood Advisors, LLC914$181K0.1%13F-HRTimeline
Sandy Spring Bank913$181K0.01%+5413F-HRTimeline
SIERRA OCEAN, LLC906$180K0.15%13F-HRTimeline
New Republic Capital, LLC900$178K0.12%013F-HRTimeline
Kennebec Savings Bank900$177K0.18%013F-HRTimeline
Bare Financial Services, Inc873$173K0.07%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC869$172K0.01%013F-HRTimeline
Serenus Wealth Advisors, LLC19,899$170K0.03%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …844$167K0.33%013F-HRTimeline
Operose Advisors LLC832$165K0.06%+41813F-HRTimeline
WealthCollab, LLC820$163K0.1%013F-HRTimeline
PROFFITT & GOODSON INC783$155K0.03%013F-HRTimeline
TD Capital Management LLC740$147K0.01%013F-HRTimeline
Addison Advisors LLC732$145K0.04%013F-HRTimeline
10Elms LLP722$143K0.15%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC718$142K0.01%new13F-HR/ATimeline
Crewe Advisors LLC694$138K0.02%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC685$138K0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…691$137K0.01%-8513F-HRTimeline
Atlantic Private Wealth, LLC673$133K0.1%+113F-HRTimeline
McIlrath & Eck, LLC667$132K0.02%013F-HRTimeline
WEST PACES ADVISORS INC.661$131K0.03%-15513F-HRTimeline
PSI Advisors, LLC659$131K0.04%013F-HRTimeline
Quest 10 Wealth Builders, Inc.641$127K0.13%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.635$126K0.02%+34713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC610$120K<0.01%013F-HRTimelineGroup
Field & Main Bank600$119K0.04%013F-HRTimeline
Financial Life Planners590$117K0.1%13F-HRTimeline
Clarkston Capital Partners, LLC586$116K<0.01%013F-HRTimeline
BFSG, LLC569$113K0.01%-1013F-HRTimeline
Colony Family Offices, LLC565$112K0.04%new13F-HRTimeline
EnRich Financial Partners LLC551$109K0.04%013F-HRTimeline
Bristlecone Advisors, LLC551$109K0.01%+713F-HRTimeline
CURIO WEALTH, LLC547$108K0.06%13F-HRTimeline
Investors Research Corp546$108K0.02%013F-HRTimeline
Founders Financial Alliance, LLC534$106K0.03%+113F-HRTimeline
OARSMAN CAPITAL, INC.533$106K0.02%+213F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC518$103K0.05%+12713F-HRTimeline
Centricity Wealth Management, LLC517$102K0.1%13F-HRTimeline
SYM FINANCIAL Corp511$101K0.01%+1113F-HRTimeline
Bradley & Co. Private Wealth Management…506$100K0.06%13F-HRTimeline
Sachetta, LLC503$99.7K0.04%-113F-HRTimeline
Fairscale Capital, LLC502$99.5K0.09%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.497$98.5K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC490$97K0.02%+113F-HRTimeline
First Command Advisory Services, Inc.478$94.7K<0.01%-7013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.477$94.6K<0.01%+34613F-HRTimeline
GAMMA Investing LLC473$93.7K0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA467$92.5K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.434$89.1K0.04%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC449$89K0.05%013F-HRTimeline
Tanglewood Legacy Advisors, LLC433$85.8K0.04%new13F-HRTimeline