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Disclosery

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,452,222$3.66B0.34%+6,84613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,998,206$792M2.15%+180,66213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,857,217$764M0.05%+100,26613F-HR/ATimelineGroup
Betterment LLC3,546,772$703M1.68%-151,01013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,400,592$476M0.45%+18,06613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,887,649$374M-41,976Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,781,230$353M0.08%+173,38513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,722,474$341M0.08%+94,17613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,693,990$336M0.96%+145,62213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,314,899$261M0.33%+27,22713F-HRTimelineGroup
LPL Financial LLC1,287,839$255M0.1%+57,19913F-HRTimeline
ASPIRIANT, LLC1,224,131$243M8.76%+362,90613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC982,869$195M0.07%13F-HR/ATimelineGroup
MATHER GROUP, LLC.858,328$170M2.21%-202,90313F-HRTimeline
CHOREO, LLC822,212$163M2.34%-25,33713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…791,454$157M0.1%-57213F-HRTimelineGroup
Allworth Financial LP743,017$153M0.84%+32,95113F-HRTimeline
TIAAgroup of 2 filers holding761,595$151M+46,320Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC756,522$150M0.04%-30,01113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC714,644$142M0.21%+75,09913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.725,453$142M0.32%+27,42613F-HR/ATimelineGroup
HighTower Advisors, LLC696,587$138M0.19%+27,52813F-HRTimeline
Cetera Investment Advisers650,087$129M0.27%+15,06113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding646,146$128M+30,501Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO614,324$122M0.01%+25,91813F-HRTimelineGroup
Efficient Advisors, LLC552,519$109M7.05%-27,70413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/528,591$105M0.05%+16,05113F-HRTimelineGroup
Mill Creek Capital Advisors, LLC490,541$97.2M2.33%+7,21213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA473,800$93.9M0.02%+7,25313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…422,177$83.7M0.22%+4,80813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…421,473$83.5M0.71%-10,34713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC420,240$83.3M0.14%+33,17113F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC411,046$81.5M1%+33,87313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC387,247$76.7M1.08%+16,45113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC386,790$76.7M0.6%-18,65813F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…382,594$75.8M6.32%+80913F-HRTimelineGroup
Retirement Systems of Alabama382,480$75.8M0.28%013F-HRTimeline
Modera Wealth Management, LLC354,389$70.2M0.85%+38,59613F-HRTimeline
Retirement Investment Advisors, Inc.334,894$66.4M7%+9,50113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC331,455$65.7M0.68%+23,95713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…331,345$65.7M0.13%+16,11713F-HR/ATimeline
Creative Planningin group Creative Planning327,946$65M0.06%+76,85713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC322,622$63.9M0.01%-46,05913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP315,942$62.6M0.07%+15,38613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…315,855$62.6M0.05%+4,11713F-HRTimelineGroup
Cresset Asset Management, LLC294,504$58.4M0.28%+10,39013F-HRTimeline
Rodgers & Associates, LTD293,771$58.2M6.94%-5,61013F-HRTimeline
Mokosak Advisory Group, LLC289,160$57.3M17.18%+63113F-HRTimeline
Verus Financial Partners, Inc.291,822$57M6.4%-83713F-HRTimeline
1832 Asset Management L.P.283,002$56.1M0.1%-19,44413F-HRTimeline
Mason Investment Advisory Services, Inc.282,609$56M3.28%+33013F-HRTimeline
JMG Financial Group, Ltd.281,596$55.8M1.9%-2,33913F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co279,457$55.4M0.01%-16,47313F-HRTimelineGroup
Bragg Financial Advisors, Inc277,583$55M2.23%+79413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding266,209$52.8M+32,185Timeline
MML INVESTORS SERVICES, LLC265,372$52.6M0.18%+34,77313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC265,115$52.5M1.93%-12,77713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC256,293$50.8M0.11%-2,32613F-HRTimelineGroup
Center for Financial Planning, Inc.247,394$49M6.54%-57713F-HRTimeline
Financial Advisory Corp246,091$48.8M8.51%13F-HRTimeline
Zhang Financial LLC242,628$48.1M2.75%-31613F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC238,249$47.2M0.74%+1,81013F-HRTimeline
BAILARD, INC.236,518$46.9M1.2%-4,97413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC231,145$45.9M6.41%+6,78313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP230,684$45.7M0.07%+5,14113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…229,703$45.5M0.64%-4,71913F-HRTimelineGroup
Abacus Planning Group, Inc.222,350$44.1M7.75%+5,29313F-HRTimeline
Foster Group, Inc.209,709$41.6M1.59%-12,62513F-HRTimeline
University of Maryland Foundation, Inc.208,177$41.3M23.16%+94,60713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.205,987$40.8M0.39%+1,46113F-HRTimelineGroup
Merriman Wealth Management, LLC205,133$40.7M1.69%-7,67413F-HRTimeline
Summit Financial, LLC197,507$39.1M1.37%+15,20313F-HRTimeline
Comprehensive Financial Management LLC184,376$36.5M1.01%-140,00013F-HRTimeline
Shepherd Financial Partners LLC183,032$36.3M4.34%+95413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV181,389$35.9M0.09%+16,39713F-HRTimeline
Sequoia Financial Advisors, LLC181,253$35.9M0.35%+170,23813F-HR/ATimeline
25 LLC180,243$35.7M15.12%+3,36713F-HRTimeline
Cambridge Investment Research Advisors,…178,165$35.3M0.12%-13,39513F-HRTimeline
Henshaw Capital LLC177,150$35.1M1.46%013F-HRTimeline
Waldron Private Wealth LLC172,974$34.3M1.38%+63113F-HRTimeline
Wealthspire Advisors, LLC171,840$34.1M0.34%+18,44913F-HRTimeline
FMR LLCin group FMR LLC169,914$33.7M<0.01%+7,22013F-HRTimelineGroup
Strategies Wealth Advisors, LLC164,981$33.5M4.18%+7,67713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers161,624$32M0.06%+66,42213F-HRTimelineGroup
Sanctuary Advisors, LLC148,957$30.9M0.2%+13,50513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.153,082$30.3M0.06%+10,22313F-HRTimelineGroup
Asset Management Group, Inc.147,464$29.2M5.2%+1,95113F-HRTimeline
Kaydan Wealth Management, Inc.142,408$28.2M9.38%-2,19413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding141,009$27.9M-6,056Timeline
COMERICA BANK140,899$27.9M0.11%+11,85313F-HR/ATimeline
Coastline Trust Co140,799$27.9M3.27%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Advisors, LLC140,785$27.9M0.17%-19,65213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP140,913$27.5M0.05%-35,84813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\137,332$27.2M0.04%-1,01713F-HRTimelineGroup
Northwest Quadrant Wealth Management, L…133,827$26.5M6.03%+3,49513F-HRTimeline
Christopher J. Hasenberg, Inc130,774$25.9M10.45%new13F-HRTimeline
Marotta Asset Management130,135$25.7M5.38%-6,87213F-HRTimeline
Wealth Architects, LLC129,566$25.7M2.9%-2,24613F-HRTimeline
BHK Investment Advisors, LLC128,354$25.4M9.55%-59513F-HRTimeline
McAdam, LLC128,011$25.4M1.38%+5,71513F-HRTimeline
Sepio Capital, LP127,795$25.3M2.03%+3,15613F-HRTimeline
Safeguard Financial, LLC126,255$25M5.44%+8,28913F-HRTimeline
Brickley Wealth Management123,491$24.5M4.97%+5,94113F-HRTimeline
Opal Wealth Advisors, LLC123,008$24.4M7.32%+1,62013F-HRTimeline
Private Advisor Group, LLC122,016$24.2M0.14%+4,67313F-HRTimeline
Pasadena Private Wealth, LLC117,846$23.4M4.8%+33113F-HRTimeline
Empirical Financial Services, LLC d.b.a…115,912$23M0.62%-3,14913F-HRTimeline
Atria Investments, Inc114,018$22.6M0.28%+2,80113F-HRTimeline
ARS Wealth Advisors Group, LLC107,809$21.4M2.94%+1,64913F-HRTimeline
Grey Fox Wealth Advisors, LLC104,799$20.8M5.69%+2,23413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC102,045$20.2M4.3%-1,90113F-HRTimeline
Shakespeare Wealth Management, LLC100,613$19.9M5.38%-2,84613F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC97,990$19.4M10.47%+13013F-HRTimeline
Symmetry Partners, LLC97,881$19.4M2.76%+2,04913F-HRTimeline
Total Wealth Planning, LLC97,002$19.2M2.99%-1,29513F-HRTimeline
Avior Wealth Management, LLC96,344$19.1M0.7%+22,51213F-HRTimeline
Aaron Wealth Advisors LLC96,128$19.1M2.21%+8,63313F-HRTimeline
Beacon Pointe Advisors, LLC94,638$18.8M0.21%-1,74413F-HRTimeline
Partners in Financial Planning93,677$18.6M3.79%+97913F-HRTimeline
PDS Planning, Inc92,416$18.3M1.63%-3,82813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…89,366$17.7M3.47%-12,46213F-HRTimelineGroup
Avion Wealth86,829$17.2M4.42%-2,93813F-HRTimeline
Janney Montgomery Scott LLC86,584$17.2M0.05%+10,94913F-HRTimeline
TrueWealth Financial Partners85,321$16.9M10.49%+1,35313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA84,381$16.7M0.09%-49213F-HRTimelineGroup
Checchi Capital Advisers, LLC83,036$16.5M1.23%+13,33513F-HRTimeline
Steward Partners Investment Advisory, L…82,417$16.3M0.14%+3,43413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC81,638$16.2M0.16%+2,34913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC80,216$15.9M0.02%+45,19313F-HRTimelineGroup
JBGlobal.com LLC80,173$15.9M16.78%13F-HRTimeline
New England Capital Financial Advisors …79,626$15.8M7.7%-24413F-HRTimeline
Capital Advantage, Inc.78,867$15.6M2.85%-81213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC78,342$15.5M0.02%-25,56513F-HRTimelineGroup
Plante Moran Financial Advisors, LLC77,745$15.4M1.28%-1,77313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.77,468$15.4M4.48%+3,04713F-HRTimeline
LMG Wealth Partners, LLC75,176$14.9M3.25%-37613F-HRTimeline
Family CFO Inc75,001$14.9M8.18%+2,26213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC74,493$14.8M0.21%-1,20813F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC74,298$14.7M1.71%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.74,123$14.7M0.09%+5,69913F-HRTimeline
Advisory Services Network, LLC73,890$14.6M0.27%+3,09113F-HRTimeline
Traveka Wealth, LLC73,163$14.5M8%+4,15213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC73,097$14.5M0.21%-71013F-HRTimelineGroup
Robinswood Financial LLC72,815$14.4M5.46%+72913F-HRTimeline
Apella Capital, LLC72,158$14.3M0.55%-8,06313F-HRTimeline
Private Portfolio Partners LLC71,868$14.2M2.62%+84513F-HRTimeline
Texas Yale Capital Corp.69,225$13.7M0.55%+2,14013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC69,174$13.7M1.08%-1,67813F-HRTimeline
Strategic Investment Advisors / MI69,098$13.7M1.45%+4,58013F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC68,484$13.6M5.82%-93713F-HRTimeline
Jacobsen Capital Management68,411$13.6M5.77%-30313F-HRTimeline
Brooklyn FI, LLC68,304$13.5M4.5%+44213F-HR/ATimeline
D.A. DAVIDSON & CO.68,278$13.5M0.11%-29713F-HRTimeline
Tradition Wealth Management, LLC67,810$13.4M1.18%+27313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC67,609$13.4M0.06%-37713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp67,523$13.4M<0.01%-1,91113F-HRTimelineGroup
ARVEST INVESTMENTS, INC.67,182$13.3M2.13%-2,30613F-HRTimeline
Ellevest, Inc.66,737$13.2M0.76%-25513F-HRTimeline
Silver Coast Investments LLC66,555$13.2M4.99%-15,17213F-HRTimeline
CW Advisors, LLC65,326$12.9M0.18%+1,66313F-HRTimeline
NorthCoast Asset Management LLC65,290$12.9M0.06%+14,49213F-HR/ATimeline
PEAPACK GLADSTONE FINANCIAL CORP64,980$12.9M0.19%-5513F-HRTimeline
Moser Wealth Advisors, LLC64,030$12.7M6.6%+1,73813F-HRTimeline
HILLMAN CO63,100$12.5M5.29%013F-HRTimeline
HTLF Bank62,778$12.4M1.41%-81613F-HRTimeline
Bishop & Co Investment Management, LLC62,670$12.4M4.74%+94313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC62,558$12.4M0.28%+1,64113F-HRTimelineGroup
Wharton Business Group, LLC61,869$12.3M0.55%-72413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC61,708$12.2M2.81%+53613F-HRTimeline
Garde Capital, Inc.61,072$12.1M0.8%-1,42313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…60,335$12M0.02%+1,09813F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…60,472$12M1.49%-8813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp59,689$11.8M0.04%+6,99013F-HRTimelineGroup
Performa Ltd (US), LLC59,422$11.8M4.15%+1,75913F-HRTimeline
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …59,150$11.7M0.13%+50,36813F-HRTimelineGroup
Praetorian Wealth Management, Inc.58,929$11.7M2.84%+38313F-HRTimeline
BancFirst Trust & Investment Management58,403$11.5M5.16%013F-HRTimeline
Essential Planning, LLC.55,956$11.5M0.07%new13F-HRTimeline
Cherry Tree Wealth Management, LLC57,326$11.4M2.81%-35413F-HRTimeline
Baltimore-Washington Financial Advisors…56,993$11.3M0.58%+1,63813F-HRTimeline
Clayton Financial Group LLC56,907$11.3M4.06%+3,07513F-HRTimeline
FIDUCIENT ADVISORS LLC56,150$11.1M1.37%-5,86913F-HRTimeline
LMCG INVESTMENTS, LLC55,988$11.1M0.68%-86913F-HRTimeline
Weinberger Asset Management, Inc55,695$11M4.61%+47613F-HRTimeline
JMAC ENTERPRISES LLC55,470$11M1.73%+3,11713F-HRTimeline
Black Diamond Financial, LLC54,868$10.9M1.63%+2,57913F-HRTimeline
MAI Capital Management54,712$10.8M0.08%+30,70613F-HRTimeline
Merit Financial Group, LLC54,635$10.8M0.19%+3,66513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC54,429$10.8M0.62%+5313F-HRTimeline
Meridian Wealth Management, LLC54,330$10.8M0.51%+2,09713F-HRTimeline
Fee-Only Financial Planning, L.C.54,012$10.7M6.91%-1,36013F-HRTimeline
BLAIR WILLIAM & CO/IL53,915$10.7M0.03%+2,28713F-HRTimeline
CWM, LLCin group CWM, LLC52,032$10.3M0.04%+2,29413F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC51,956$10.3M2.71%13F-HRTimeline
Ocean Park Asset Management, LLC51,663$10.2M0.35%+15,31513F-HRTimeline
Payne Capital Management, LLC50,943$10.1M4.36%13F-HRTimeline
Prosperity Planning, Inc.50,744$10.1M3.22%-8,08213F-HRTimeline
Capital Advisors Wealth Management, LLC50,697$10M1.79%+64613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,683$10M0.27%+2813F-HRTimelineGroup
Atria Wealth Solutions, Inc.50,560$10M0.11%+12,12313F-HRTimeline