Skip to content

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
Columbia Asset Management1,573$333K0.06%+5013F-HRTimeline
Sound Income Strategies, LLC1,480$333K0.02%+55313F-HRTimeline
Dakota Wealth Management1,570$332K0.01%+33513F-HR/ATimeline
Capasso Planning Partners LLC1,565$332K0.18%-49113F-HRTimeline
Cordoba Advisory Partners LLC1,564$331K0.08%13F-HRTimeline
Keel Point, LLC1,558$330K0.02%+1413F-HRTimeline
Salus Financial Advisors, LLC1,556$330K0.2%013F-HRTimeline
MOR Wealth Management, LLC1,555$329K0.15%13F-HRTimeline
North Capital, Inc.1,555$329K0.28%+1313F-HR/ATimeline
BARLOW WEALTH PARTNERS, LLC1,482$329K0.04%013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV1,555$329K0.09%013F-HRTimeline
Keystone Financial Group1,553$329K0.02%+9513F-HRTimeline
UHLMANN PRICE SECURITIES, LLC1,545$327K0.19%-4313F-HRTimeline
Milestone Asset Management Group, LLC1,545$327K0.18%+213F-HRTimeline
LWM ADVISORS INC1,544$327K0.29%013F-HRTimeline
Strategic Financial Services, Inc.1,405$326K0.02%+24013F-HRTimeline
Gilliland Jeter Wealth Management LLC1,536$325K0.1%013F-HRTimeline
Outbound Financial Inc1,535$325K0.25%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO1,430$325K0.09%+213F-HRTimeline
Gateway Wealth Partners, LLC1,531$324K0.04%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,526$323K0.01%-64213F-HR/ATimeline
KDK Private Wealth Management, LLC1,517$321K0.28%-2913F-HR/ATimeline
WRAPMANAGER INC1,515$321K0.11%-21413F-HRTimeline
Thrive Wealth Management, LLC1,510$320K0.05%-35013F-HRTimeline
Stewardship Advisors, LLC1,504$319K0.07%+3513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,504$319K0.02%new13F-HRTimeline
DEARBORN PARTNERS LLC1,501$318K0.02%+16213F-HRTimeline
Argent Advisors, Inc.1,500$318K0.09%-10113F-HRTimeline
SVB WEALTH LLC1,500$318K0.02%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC1,499$317K0.22%-3013F-HRTimeline
My Personal CFO, LLC1,496$317K0.13%+18413F-HRTimeline
Pearl Planning LLC1,490$316K0.19%13F-HRTimeline
Rehmann Capital Advisory Group1,474$312K0.02%+12913F-HRTimeline
Horizon Investment Services, LLC1,470$311K0.11%+4713F-HRTimeline
Solstein Capital, LLC1,463$310K0.12%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,457$308K0.1%-9413F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC1,455$308K0.1%013F-HRTimeline
Sovran Advisors, LLC1,365$308K0.03%-8313F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.1,450$307K0.1%+1413F-HR/ATimeline
Meredith Wealth Planning1,447$306K0.09%-3013F-HRTimeline
Altiora Financial Group, LLC1,441$305K0.05%-1,41913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,439$305K<0.01%-8013F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC1,434$304K0.21%-51213F-HRTimeline
Fourth Dimension Wealth, LLC1,432$303K0.11%-1213F-HRTimeline
Park Edge Advisors, LLC1,431$303K0.07%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,425$302K0.02%-32513F-HRTimeline
Harbor Asset Planning, Inc.1,424$302K0.26%+1413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,420$301K0.01%013F-HRTimeline
Yoder Wealth Management, Inc.1,417$300K0.14%013F-HRTimeline
Holland Advisory Services, Inc.1,417$300K0.4%+613F-HRTimeline
Evensky & Katz LLC1,415$300K0.02%+1113F-HRTimeline
Sage Financial Management Group, Inc.1,415$300K0.09%-1213F-HRTimeline
Prospect Financial Services LLC1,413$299K0.17%+29713F-HRTimeline
W.H. Cornerstone Investments Inc.1,413$299K0.18%+1313F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,398$296K<0.01%013F-HRTimelineGroup
Bonfire Financial1,393$295K0.22%-3013F-HRTimeline
Clark Capital Management Group, Inc.1,384$293K<0.01%-16713F-HRTimeline
Murphy Pohlad Asset Management LLC1,383$293K0.11%+10313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP1,383$293K0.04%+113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,373$291K0.03%-5413F-HRTimelineGroup
DecisionMap Wealth Management, LLC1,371$290K0.18%-4913F-HRTimeline
Milestone Investment Advisors LLC1,366$289K0.07%013F-HRTimeline
Insight Inv LLC1,353$287K0.16%+21013F-HRTimeline
Clark Asset Management, LLC1,349$286K0.03%-36613F-HRTimeline
First Heartland Consultants, Inc.1,348$285K0.02%+13313F-HRTimeline
Daviman Financial, LLC1,328$281K0.17%13F-HRTimeline
HEADINVEST, LLC1,325$281K0.06%013F-HRTimeline
Hippocratic Financial Advisors, LLC1,323$280K0.13%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,321$280K0.12%+9013F-HRTimeline
Cassaday & Co Wealth Management LLC1,319$279K0.01%013F-HRTimeline
WORLD EQUITY GROUP, INC.1,319$279K0.08%+16813F-HRTimeline
Gilman Hill Asset Management, LLC1,318$279K0.04%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,316$279K0.02%-13713F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,315$279K0.08%013F-HRTimeline
Passive Capital Management, LLC.1,310$277K0.09%013F-HRTimeline
Advocacy Wealth Management, LLC1,305$276K0.01%013F-HRTimeline
Amplius Wealth Advisors, LLC1,301$276K0.02%013F-HRTimeline
Golden State Wealth Management, LLC1,298$275K0.03%-5013F-HRTimeline
WealthTrak Capital Management LLC1,291$273K0.2%-49013F-HRTimeline
Curi Capital, LLC1,289$273K<0.01%-13413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC1,288$273K0.1%new13F-HRTimeline
Wealth Quarterback LLC1,286$272K0.1%-313F-HRTimeline
Calder Financial LLC1,285$272K0.27%13F-HRTimeline
Brady Martz Wealth Solutions, LLC1,282$272K0.05%013F-HRTimeline
XXI WEALTH, LLC1,280$271K0.16%13F-HRTimeline
Kraft, Davis & Associates, LLC1,219$270K0.06%+113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO1,274$270K0.01%new13F-HRTimeline
Veratis Advisors, Inc.1,167$269K0.21%13F-HRTimeline
Walleye Partners, LLC1,270$269K0.3%13F-HRTimeline
Foundation Wealth Management, LLC\PA1,266$268K0.1%-4613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,260$267K-8Timeline
Cherry Creek Investment Advisors, Inc.1,259$267K0.11%-513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,258$266K0.02%new13F-HRTimeline
Schrum Private Wealth Management LLC1,252$265K0.2%013F-HRTimeline
Roble, Belko & Company, Inc1,243$263K0.03%+1,17913F-HRTimeline
TFC Financial Management, Inc.1,242$263K0.03%+313F-HRTimeline
Balboa Wealth Partners1,241$263K0.04%+313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,238$262K0.09%+1,23413F-HRTimeline
Winthrop Advisory Group LLC1,237$262K0.02%+3113F-HR/ATimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,237$262K0.06%-37513F-HRTimeline
Ares Financial Consulting, LLC1,236$262K0.25%13F-HRTimeline
Legacy Advisors, LLC1,235$262K0.03%+15013F-HRTimeline
Key Financial Inc1,233$261K0.05%+5413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,233$261K0.02%013F-HRTimeline
Park Place Capital Corp1,232$261K0.05%+213F-HRTimeline
Axim Planning & Wealth1,232$261K0.28%-4013F-HRTimeline
L. Roy Papp & Associates, LLP1,225$260K0.03%+1113F-HRTimeline
Liberty Capital Management, Inc.1,224$259K0.05%-1113F-HRTimeline
Lexington Hill Partners, LLC1,219$258K0.19%13F-HRTimeline
McIlrath & Eck, LLC1,219$258K0.02%+45813F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV1,208$256K0.25%13F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…1,208$256K0.01%+3513F-HRTimeline
Intelligence Driven Advisers, LLC1,206$255K0.04%+1213F-HRTimeline
TruWealth Advisors, LLC1,203$255K0.01%-6613F-HRTimeline
Harbour Capital Advisors, LLC1,187$255K0.05%013F-HRTimeline
Berger Financial Group, Inc1,201$254K0.01%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,201$254K0.08%+4713F-HRTimeline
Crewe Advisors LLC1,197$254K0.02%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,191$252K0.01%+21913F-HRTimelineGroup
RCS Financial Planning, LLC1,189$252K0.11%-7613F-HRTimeline
Accel Wealth Management1,186$251K0.07%+513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,183$251K<0.01%-8513F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY1,181$250K0.03%-31013F-HRTimeline
SilverOak Wealth Management LLC1,181$250K0.04%013F-HRTimeline
Independent Wealth Network Inc.1,171$248K0.08%+7313F-HRTimeline
Gilbert & Cook, Inc.1,170$248K0.03%+913F-HRTimeline
Salomon & Ludwin, LLC1,138$247K0.02%+413F-HRTimeline
EHRLICH FINANCIAL GROUP1,164$246K0.14%+113F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC1,160$246K0.15%013F-HRTimeline
N.E.W. Advisory Services LLC1,160$246K0.02%+17013F-HRTimeline
BAYBAN1,150$244K0.22%13F-HRTimeline
Tradewinds, LLC.1,148$243K0.06%-11413F-HRTimeline
Camelot Portfolios, LLC1,147$243K0.15%-44213F-HRTimeline
GRANVILLE CAPITAL, INC.1,142$242K0.13%13F-HRTimeline
Holos Integrated Wealth LLC1,125$241K0.13%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,138$241K0.05%+96813F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,137$241K0.04%+5713F-HRTimeline
Aquire Wealth Advisors, LLC1,133$240K0.06%+16813F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO1,126$238K0.02%13F-HRTimelineGroup
Connecticut Wealth Management, LLC1,126$238K0.01%013F-HRTimeline
Merrithew & Thorsten Inc1,123$238K0.25%13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC1,124$238K0.14%013F-HRTimeline
Sound View Wealth Advisors Group, LLC1,117$237K0.02%+3213F-HRTimeline
Lauterbach Financial Advisors, LLC1,117$237K0.12%013F-HRTimeline
Archer Investment Corp1,115$236K0.05%-2713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,108$235K<0.01%013F-HRTimelineGroup
Graney & King, LLC1,107$235K0.14%+3013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,106$234K0.08%+513F-HRTimeline
RFG Holdings, Inc.1,104$234K0.06%+613F-HRTimeline
Legacy Bridge, LLC1,098$233K0.09%-22813F-HRTimeline
Pinion Investment Advisors, LLC1,098$233K0.06%+8413F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,098$233K0.08%+8013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,098$232K0.09%new13F-HRTimeline
Red Door Wealth Management, LLC1,097$232K0.02%new13F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC1,096$232K0.16%-17113F-HRTimeline
Cornerstone Financial Management LLC1,096$232K0.22%13F-HR/ATimeline
Stephens Consulting, LLC1,091$231K0.07%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,091$231K0.02%-2,85813F-HRTimelineGroup
Tillman Hartley LLC1,088$230K0.06%-113F-HRTimeline
Manske Wealth Management1,087$230K0.07%+9113F-HRTimeline
BTS Asset Management, Inc.1,082$229K0.31%new13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,079$229K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,078$228K0.02%+65313F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.1,075$228K0.05%013F-HRTimeline
Core Wealth Partners LLC1,073$227K0.1%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,072$227K0.11%+99113F-HRTimelineGroup
Omega Financial Group, LLC1,071$227K0.08%+913F-HRTimeline
4WEALTH ADVISORS, INC.1,070$227K0.2%new13F-HRTimeline
Beaumont Financial Advisors, LLC1,066$226K0.01%+5613F-HRTimeline
Advisors Capital Management, LLC1,064$225K<0.01%-3213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,064$225K<0.01%013F-HRTimelineGroup
Sargent Investment Group, LLC1,060$224K0.03%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,060$224K0.09%-50013F-HRTimelineGroup
Winthrop Partners - WNY, LLC1,058$224K0.12%13F-HRTimeline
Cottage Street Advisors LLC1,055$223K0.09%new13F-HRTimeline
Investment Research & Advisory Group, I…1,052$223K0.07%+913F-HRTimeline
WPG Advisers, LLC1,052$223K0.17%+713F-HRTimeline
Performance Wealth Partners, LLC1,051$223K0.01%013F-HRTimeline
Northstar Group, Inc.1,039$220K0.03%+413F-HRTimeline
LANARK FINANCIAL, INC.1,039$220K0.02%+4113F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC1,037$220K0.04%+813F-HRTimeline
EWA, LLC1,032$218K0.05%new13F-HRTimeline
Winter & Associates, Inc.1,030$218K0.2%13F-HRTimeline
Peak Asset Management, LLC1,027$218K0.04%new13F-HRTimeline
Smith Salley Wealth Management1,027$218K0.01%013F-HRTimeline
Ellenbecker Investment Group1,024$217K0.03%+5513F-HRTimeline
Westmount Partners, LLC1,024$217K0.05%013F-HRTimeline
Lifeworks Advisors, LLC1,022$216K0.03%-713F-HRTimeline
Straight Path Wealth Management1,018$216K0.06%new13F-HRTimeline
Rothschild Capital Partners, LLC1,016$215K0.05%new13F-HRTimeline
Serenus Wealth Advisors, LLC1,016$215K0.04%+1413F-HRTimeline
McLean Asset Management Corp958$214K0.04%-2,76513F-HRTimeline
Investment Advisory Group, LLC1,008$214K0.05%013F-HRTimeline
Post Resch Tallon Group Inc.1,005$213K0.18%013F-HRTimeline
RAM Investment Partners, LLC1,004$213K0.04%-9413F-HRTimeline
UNITED BANK1,000$212K0.03%013F-HRTimeline
Advantage Trust Co1,000$212K0.1%013F-HRTimeline
Meridian Wealth Advisors, LLC995$211K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC991$210K0.01%-113F-HRTimeline
PAX Financial Group, LLC990$210K0.04%-40813F-HRTimeline