Skip to content

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
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,050$228K0.11%-2213F-HRTimelineGroup
Northstar Group, Inc.1,043$226K0.03%+413F-HRTimeline
BTS Asset Management, Inc.1,041$226K0.87%-4113F-HRTimeline
Winter & Associates, Inc.1,030$226K0.2%013F-HRTimeline
Beaumont Financial Advisors, LLC1,040$226K0.02%-2613F-HRTimeline
LANARK FINANCIAL, INC.1,039$226K0.02%013F-HRTimeline
EWA, LLC1,033$225K0.05%+113F-HRTimeline
Ellenbecker Investment Group1,029$224K0.03%+513F-HRTimeline
SEVEN MILE ADVISORY1,029$224K0.16%-24,96813F-HRTimeline
Peak Asset Management, LLC1,028$223K0.04%+113F-HRTimeline
Smith Salley Wealth Management1,027$223K0.01%013F-HRTimeline
Core Wealth Partners LLC1,026$223K0.1%-4713F-HRTimeline
Westmount Partners, LLC1,024$223K0.05%013F-HRTimeline
Carmel Capital Partners, LLC1,021$222K0.08%new13F-HRTimeline
Straight Path Wealth Management1,018$221K0.06%013F-HRTimeline
WPG Advisers, LLC1,018$221K0.16%-3413F-HRTimeline
Serenus Wealth Advisors, LLC1,016$221K0.04%013F-HRTimeline
Tillman Hartley LLC1,013$220K0.06%-7513F-HRTimeline
Operose Advisors LLC1,012$220K0.05%+14513F-HRTimeline
RAM Investment Partners, LLC1,011$220K0.04%+713F-HRTimeline
Geometric Wealth Advisors1,011$220K0.03%new13F-HRTimeline
Cooper Financial Group1,003$218K0.02%new13F-HRTimeline
UNITED BANK1,000$217K0.03%013F-HRTimeline
Advantage Trust Co1,000$217K0.1%013F-HRTimeline
Meridian Wealth Advisors, LLC995$216K0.03%013F-HRTimeline
Hubbell Strickland Wealth Management, L…992$215K0.09%+613F-HRTimeline
TAGStone Capital, Inc.989$215K0.08%+1213F-HRTimeline
Insight Inv LLC986$214K0.12%-36713F-HRTimeline
Post Resch Tallon Group Inc.978$213K0.17%-2713F-HRTimeline
Daybright Advisory Services, Inc.978$213K0.06%new13F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC976$212K0.04%-6113F-HRTimeline
Strategic Wealth Partners, Ltd.975$212K0.01%-10313F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC975$212K0.14%-12113F-HRTimeline
Bernicke Wealth Management, Ltd.971$211K0.03%013F-HRTimeline
White Wing Wealth Management969$211K0.13%-713F-HRTimeline
Venturi Wealth Management, LLC968$210K0.01%new13F-HRTimeline
jvl associates llc963$209K0.07%013F-HRTimeline
PUREfi Wealth, LLC959$208K0.14%+213F-HRTimeline
McLean Asset Management Corp958$208K0.04%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL952$207K<0.01%-12713F-HRTimeline
Lifeworks Advisors, LLC952$207K0.03%-7013F-HRTimeline
CFO4Life Group, LLC952$207K0.03%+513F-HRTimeline
Ledyard National Bank950$206K0.02%-3413F-HRTimeline
Oak Harvest Investment Services950$206K0.02%-613F-HRTimeline
Camelot Portfolios, LLC947$206K0.15%-20013F-HRTimeline
Legend Capital Advisors LLC946$206K0.13%013F-HRTimeline
First National Trust Co944$205K0.01%new13F-HRTimeline
Ipsen Advisor Group LLC942$205K0.14%new13F-HRTimeline
RW Investment Management LLC941$204K0.02%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC940$204K0.01%+8613F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC939$204K0.13%-4313F-HRTimeline
Inman Jager Wealth Management, LLC939$204K0.12%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC938$204K0.09%+57913F-HRTimeline
SteelPeak Wealth, LLC937$204K0.01%new13F-HRTimeline
Regent Peak Wealth Advisors LLC937$204K0.04%new13F-HRTimeline
MASECO LLP936$203K0.01%-3113F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.893$203K0.12%new13F-HRTimeline
PAX Financial Group, LLC932$202K0.03%-5813F-HRTimeline
Artesa Financial Group, LLC931$202K0.19%new13F-HRTimeline
Warwick Investment Management, Inc.930$202K0.03%new13F-HRTimeline
Petersen Hastings Wealth Advisors Inc.930$202K0.02%new13F-HRTimeline
Wealth Advisors of Iowa, LLC928$202K0.06%new13F-HRTimeline
Crescent Grove Advisors, LLC926$201K0.02%new13F-HRTimeline
Sovereign Financial Group, Inc.923$201K0.03%new13F-HRTimeline
Miller Capital Partners, Inc.920$200K0.1%013F-HRTimeline
First PREMIER Bank910$198K0.05%013F-HRTimeline
Legacy Bridge, LLC908$197K0.08%-19013F-HRTimeline
Abound Wealth Management905$197K0.04%-4413F-HRTimeline
Cornerstone Financial Management LLC888$193K0.18%-20813F-HR/ATimeline
ENTRUST FINANCIAL LLC882$192K0.13%+15413F-HRTimeline
Bare Financial Services, Inc873$190K0.05%013F-HRTimeline
WELLINGTON-ALTUS USA INC.780$190K0.11%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC870$189K0.01%-513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP844$183K0.01%+74713F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …844$183K0.28%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC828$180K0.09%new13F-HRTimeline
Bogart Wealth, LLC828$180K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC827$180K0.03%+2813F-HRTimeline
WealthCollab, LLC822$179K0.07%+213F-HRTimeline
Hamrick Investment Counsel, llc820$178K0.1%new13F-HRTimeline
Kennebec Savings Bank817$177K0.16%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC811$176K0.08%013F-HRTimeline
New Republic Capital, LLC775$168K0.06%013F-HRTimeline
DAGCO, INC.770$167K0.04%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/760$165K0.06%-30013F-HRTimelineGroup
Addison Advisors LLC756$164K0.04%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.732$159K0.02%013F-HRTimeline
CURIO WEALTH, LLC706$153K0.05%013F-HRTimeline
Nalls Sherbakoff Group, LLC705$153K0.11%013F-HRTimeline
Colony Family Offices, LLC694$151K0.04%013F-HRTimeline
Crews Bank & Trust678$147K0.02%013F-HRTimeline
McIlrath & Eck, LLC649$141K0.01%-57013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…639$139K0.06%-59913F-HRTimeline
Napier Financial, LLC639$139K0.03%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.635$138K0.02%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.633$138K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT615$134K<0.01%-80513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC610$133K<0.01%013F-HRTimelineGroup
Field & Main Bank600$130K0.04%013F-HRTimeline
GAMMA Investing LLC593$129K0.01%013F-HRTimeline
CERTUITY, LLC591$128K0.01%-3,52113F-HRTimeline
LRI Investments, LLC588$128K0.01%013F-HRTimeline
MidFirst Bank588$128K0.01%+19713F-HRTimeline
10Elms LLP586$127K0.08%+2413F-HRTimeline
Hilton Head Capital Partners, LLC582$127K0.07%+7513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…580$126K0.01%new13F-HRTimelineGroup
WEST PACES ADVISORS INC.574$125K0.02%+313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.565$123K<0.01%013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.561$122K0.01%-3513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC537$117K0.01%013F-HRTimeline
Hurley Capital, LLC536$116K0.06%+20613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC530$115K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC488$113K0.02%-413F-HRTimeline
Fairscale Capital, LLC520$113K0.08%013F-HRTimeline
Wellington Grp LLC509$111K0.03%+28713F-HRTimeline
Wagner Wealth Management, LLC502$109K0.02%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…500$109K<0.01%new13F-HRTimelineGroup
SYM FINANCIAL Corp500$109K0.01%013F-HRTimeline
Torren Management, LLC499$108K0.05%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.496$108K<0.01%+29213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Synergy Investment Management, LLC494$107K0.04%new13F-HRTimeline
Atlantic Private Wealth, LLC479$104K0.07%-19513F-HRTimeline
Basecamp Wealth Advisors LLC466$101K0.02%new13F-HRTimeline
Main Street Group, LTD460$100K0.03%new13F-HRTimeline
ATWOOD & PALMER INC451$97.9K0.01%new13F-HRTimeline
Gen-Wealth Partners Inc440$95.5K0.03%+113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA428$93K0.02%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC420$91.2K0.03%new13F-HRTimeline
BFSG, LLC414$90K0.01%-9013F-HRTimeline
DHJJ Financial Advisors, Ltd.410$89.1K0.03%+2713F-HRTimeline
Birchwood Financial Partners, Inc.405$88.1K0.08%+113F-HRTimeline
VALLEY NATIONAL ADVISERS INC408$88K0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC400$86.9K0.01%013F-HRTimeline
Manchester Capital Management LLC400$86.9K0.01%013F-HRTimeline
Mechanics Financial Corp400$86.9K0.04%013F-HRTimeline
Sunbelt Securities, Inc.395$85.8K0.01%+213F-HRTimeline
Dunhill Financial, LLC378$82.1K0.02%+17813F-HRTimeline
American Capital Advisory, LLC375$81.5K0.03%013F-HRTimeline
PROFFITT & GOODSON INC360$78.2K0.01%-42313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC357$77.6K<0.01%new13F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.356$77.3K0.01%+24113F-HRTimeline
AMERIFLEX GROUP, INC.347$75.4K0.04%-25513F-HRTimeline
Trifecta Capital Advisors, LLC345$74.9K0.01%013F-HRTimeline
Investors Research Corp341$74.1K0.01%-6613F-HRTimeline
JDM Financial Group LLC341$74.1K0.03%013F-HRTimeline
RETIREMITTEN FINANCIAL LLC339$73.6K0.04%13F-HRTimeline
HORIZON BANCORP INC /IN/338$73K0.04%-7913F-HRTimeline
Financial Life Planners328$71.3K0.05%new13F-HRTimeline
Breakwater Investment Management323$70.2K0.03%013F-HRTimeline
Quest 10 Wealth Builders, Inc.318$69.1K0.06%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC306$66.5K<0.01%013F-HRTimeline
Wells Financial Advisors INC304$66K0.3%-46013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC298$64.7K0.02%+813F-HRTimeline
SJS Investment Consulting Inc.298$64.7K0.01%013F-HRTimeline
ALERUS FINANCIAL NA274$59.5K<0.01%013F-HRTimeline
JPL Wealth Management, LLC270$58.7K0.01%new13F-HR/ATimeline
North Ridge Wealth Advisors, Inc.268$58.3K0.03%+25413F-HRTimeline
Rossmore Private Capital250$54.3K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC248$53.9K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC245$53.2K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co245$53.2K0.02%013F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP242$52.5K<0.01%-16813F-HRTimeline
Kilter Group LLC241$52.4K0.02%013F-HRTimeline
Burk Holdings LLC237$51.5K0.02%new13F-HRTimeline
ADIRONDACK TRUST CO236$51.3K0.02%013F-HRTimeline
Horrell Capital Management, Inc.232$50.4K0.02%013F-HRTimeline
Vermillion Wealth Management, Inc.230$49.9K0.02%-813F-HRTimeline
HOWE & RUSLING INC225$48.9K<0.01%new13F-HRTimeline
2UniFi Bank225$48.9K0.02%013F-HRTimeline
Jackson Hole Capital Partners, LLC215$46.7K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC214$46.5K0.01%-3613F-HRTimeline
TopTier Wealth Management, LLC214$46.5K0.03%new13F-HRTimeline
1015 Capital Partners, LLC207$45.1K0.04%-713F-HRTimeline
Peachtree Investment Partners, LLC206$44.8K0.02%-11413F-HRTimeline
JNBA Financial Advisors204$44.3K<0.01%013F-HRTimeline
Orion Capital Management LLC196$42.6K0.01%013F-HRTimeline
Millstone Evans Group, LLC194$42.1K0.03%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…193$41.9K<0.01%new13F-HRTimelineGroup
Atomic Invest LLC196$41.7K0.02%+11313F-HRTimeline
MOTCO190$41.3K<0.01%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC190$41.3K0.02%013F-HRTimeline
Key Capital Management, INC183$39.8K0.03%013F-HRTimeline
Transce3nd, LLC180$39.1K0.35%+613F-HRTimeline
Strive Financial Group ,LLC180$39K0.02%013F-HRTimeline
Redwood Park Advisors LLC179$38.9K0.03%+113F-HRTimeline
Front Row Advisors LLC177$38.5K0.01%013F-HRTimeline
Westend Capital Management, LLC175$38K0.01%new13F-HRTimeline
Signature Equity Partners, LLC174$37.7K0.02%-213F-HRTimeline
Tower View Wealth Management LLC171$37.1K0.02%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP168$36.5K<0.01%013F-HRTimeline
Seal Cove Capital, LLC168$36.5K0.03%013F-HRTimeline
Team Financial Group, LLC156$33.9K0.02%013F-HRTimeline
PlanVest Financial, Inc152$33K0.03%13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC135$29.3K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…125$27.2K0.01%+213F-HRTimeline
Marquette Asset Management, LLC124$26.9K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.123$26.7K<0.01%013F-HRTimeline
Heritage Wealth Advisors120$26.1K<0.01%-6313F-HRTimeline
Longview Financial Advisors LLC120$26.1K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.118$25.6K0.01%013F-HRTimeline