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Disclosery

VBR VANGUARD INDEX FDS

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SHS (fund)

1,526 managers (1,535 13F filers) reported a position in VBR shares at 2025-03-31, 87,608,078 shares in all. 71 filers opened a position and 119 filers sold out during the quarter.

Managers
1,526
13F filers
1,535
New
71
Added
595
Reduced
580
Sold out
119
Shares held by filers
87,608,078

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,000,309$3.17B0.28%-1,451,91313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,174,765$778M2.14%+176,55913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,932,705$733M0.05%+75,48813F-HRTimelineGroup
Betterment LLC3,353,053$625M1.48%-193,71913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,798,046$335M0.08%+16,81613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,777,055$331M-110,594Timeline
CAPTRUST FINANCIAL ADVISORS1,752,227$326M0.82%+58,23713F-HRTimeline
UBS Group AGin group UBS Group AG1,670,851$311M0.07%-51,62313F-HRTimelineGroup
ASPIRIANT, LLC1,541,432$287M9.97%+317,30113F-HRTimeline
LPL Financial LLC1,389,827$259M0.1%+101,98813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,385,332$258M0.33%+70,43313F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,311,587$243M0.22%-1,089,00513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC967,699$180M0.07%-15,17013F-HRTimelineGroup
MATHER GROUP, LLC.876,639$163M1.89%+18,31113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding808,254$151M+162,108Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…798,111$149M0.08%+6,65713F-HRTimelineGroup
CHOREO, LLC792,246$148M2.29%-29,96613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC779,514$145M0.04%+22,99213F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA774,998$144M0.45%+13,40313F-HRTimelineGroup
HighTower Advisors, LLC773,070$144M0.2%+76,48313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC748,249$139M0.2%+33,60513F-HRTimeline
Allworth Financial LP745,659$134M0.76%+2,64213F-HRTimeline
Cetera Investment Advisers718,232$134M0.26%+68,14513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO648,984$121M0.01%+34,66013F-HRTimelineGroup
Efficient Advisors, LLC567,895$106M6.89%+15,37613F-HR/ATimeline
Mill Creek Capital Advisors, LLC491,142$91.5M2.22%+60113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.486,159$90.7M0.2%-239,29413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA485,487$90.4M0.02%+11,68713F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC435,333$81.1M0.13%+15,09313F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC432,678$80.6M1.02%+21,63213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…420,364$78.3M0.19%-1,81313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/411,206$76.6M0.04%-117,38513F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…403,995$75.3M6.07%+21,40113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…402,781$75M0.64%-18,69213F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC391,713$73M1.01%+4,46613F-HRTimeline
Retirement Systems of Alabama382,480$71.3M0.28%013F-HRTimeline
Wealthspire Advisors, LLC354,264$66M0.39%+182,42413F-HRTimeline
Retirement Investment Advisors, Inc.354,102$66M6.68%+19,20813F-HRTimeline
Modera Wealth Management, LLC350,900$65.4M0.88%-3,48913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…336,371$62.7M0.05%+20,51613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC327,501$61M0.01%+4,87913F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…326,772$60.9M0.12%-4,57313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP322,604$60.1M0.06%+6,66213F-HRTimelineGroup
Creative Planningin group Creative Planning320,032$59.6M0.06%-7,91413F-HRTimelineGroup
Cresset Asset Management, LLC308,620$57.5M0.29%+14,11613F-HRTimeline
Rodgers & Associates, LTD303,094$56.5M6.88%+9,32313F-HRTimeline
1832 Asset Management L.P.299,276$55.8M0.11%+16,27413F-HRTimeline
Mokosak Advisory Group, LLC297,399$55.4M17.11%+8,23913F-HRTimeline
Bragg Financial Advisors, Inc290,993$54.2M2.23%+13,41013F-HRTimeline
JMG Financial Group, Ltd.286,017$53.3M1.8%+4,42113F-HRTimeline
Mason Investment Advisory Services, Inc.282,919$52.7M3.18%+31013F-HRTimeline
Verus Financial Partners, Inc.292,782$50.7M5.79%+96013F-HRTimeline
Financial Advisory Corp268,595$50M8.28%+22,50413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co268,573$50M0.01%-10,88413F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…265,559$49.5M0.72%+35,85613F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC262,816$49M1.81%-2,29913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC261,507$48.7M0.41%-125,28313F-HR/ATimelineGroup
BAILARD, INC.245,790$45.8M1.18%+9,27213F-HRTimeline
Zhang Financial LLC245,033$45.6M2.41%+2,40513F-HRTimeline
Center for Financial Planning, Inc.244,343$45.5M5.82%-3,05113F-HRTimeline
MML INVESTORS SERVICES, LLC242,949$45.3M0.15%-22,42313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC241,559$45M0.09%-14,73413F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC238,493$44.4M0.75%+24413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC234,633$43.7M6.07%+3,48813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV228,959$42.6M0.1%+47,57013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP221,825$41.3M0.07%-8,85913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP220,963$41.2M0.07%+80,05013F-HRTimelineGroup
Abacus Planning Group, Inc.217,207$40.5M7.09%-5,14313F-HRTimeline
University of Maryland Foundation, Inc.208,177$38.8M24.75%013F-HRTimeline
Foster Group, Inc.205,279$38.2M1.43%-4,43013F-HRTimeline
Summit Financial, LLC191,374$35.7M1%-6,13313F-HRTimeline
Cambridge Investment Research Advisors,…185,397$34.5M0.12%+7,23213F-HRTimeline
25 LLC184,400$34.4M14.21%+4,15713F-HRTimeline
Comprehensive Financial Management LLC184,376$34.3M1.08%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.183,902$34.3M0.33%-22,08513F-HRTimelineGroup
Opal Wealth Advisors, LLC172,892$32.2M9.93%+49,88413F-HRTimeline
Strategies Wealth Advisors, LLC170,901$31.8M3.89%+5,92013F-HRTimeline
Waldron Private Wealth LLC168,213$31.3M1.48%-4,76113F-HRTimeline
FMR LLCin group FMR LLC165,087$30.8M<0.01%-4,82713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding160,415$29.9M-105,794Timeline
Sanctuary Advisors, LLC152,824$28.5M0.2%+3,86713F-HRTimeline
Asset Management Group, Inc.150,689$28.1M5.19%+3,22513F-HRTimeline
Marotta Asset Management137,007$27.5M5.4%+6,87213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\146,003$27.2M0.04%+8,67113F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers143,598$26.8M0.05%-18,02613F-HRTimelineGroup
NewEdge Advisors, LLC141,903$26.4M0.16%+1,11813F-HRTimeline
COMERICA BANK140,535$26.2M0.11%-36413F-HRTimeline
Sequoia Financial Advisors, LLC140,404$26.2M0.2%-40,84913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.140,346$26.1M0.05%-12,73613F-HRTimelineGroup
Coastline Trust Co139,824$26M3.24%-97513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sepio Capital, LP136,478$25.4M2.01%+8,68313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding135,203$25.2M-5,806Timeline
Northwest Quadrant Wealth Management, L…134,635$25.1M5.89%+80813F-HRTimeline
Safeguard Financial, LLC132,402$24.7M5.4%+6,14713F-HRTimeline
Wealth Architects, LLC127,552$23.8M2.62%-2,01413F-HR/ATimeline
McAdam, LLC126,938$23.6M1.46%-1,07313F-HRTimeline
Private Advisor Group, LLC126,174$23.5M0.14%+4,15813F-HRTimeline
Pasadena Private Wealth, LLC124,442$23.2M4.47%+6,59613F-HRTimeline
Brickley Wealth Management123,659$23M4.78%+16813F-HRTimeline
Empirical Financial Services, LLC d.b.a…123,224$23M0.59%+7,31213F-HRTimeline
BHK Investment Advisors, LLC115,441$21.5M9.09%-12,91313F-HRTimeline
Atria Investments, Inc112,514$21M0.27%-1,50413F-HRTimeline
Grey Fox Wealth Advisors, LLC109,424$20.4M5.44%+4,62513F-HRTimeline
Kaydan Wealth Management, Inc.107,129$20M6.4%-35,27913F-HRTimeline
ARS Wealth Advisors Group, LLC105,546$19.7M2.78%-2,26313F-HRTimeline
PDS Planning, Inc105,425$19.6M1.66%+13,00913F-HRTimeline
Shakespeare Wealth Management, LLC105,276$19.6M5.25%+4,66313F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC103,294$19.2M7.49%+5,30413F-HR/ATimeline
Aaron Wealth Advisors LLC100,108$18.6M2.14%+3,98013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC99,747$18.6M3.84%-2,29813F-HRTimeline
Total Wealth Planning, LLC99,312$18.5M2.83%+2,31013F-HRTimeline
Partners in Financial Planning98,388$18.3M3.68%+4,71113F-HRTimeline
HILLMAN CO96,334$17.9M6.79%+33,23413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CW Advisors, LLC94,134$17.5M0.21%+28,80813F-HRTimeline
Avior Wealth Management, LLC93,639$17.4M0.66%-2,70513F-HRTimeline
Beacon Pointe Advisors, LLC93,372$17.4M0.2%-1,26613F-HRTimeline
Avion Wealth86,929$17.2M4.42%+10013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…89,777$16.7M0.55%+41113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC88,519$16.5M0.07%+20,91013F-HRTimelineGroup
TrueWealth Financial Partners86,133$16M9.69%+81213F-HRTimeline
Steward Partners Investment Advisory, L…86,049$16M0.14%+3,63213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.84,954$15.8M4.44%+7,48613F-HRTimeline
Capital Advantage, Inc.78,867$15.6M2.85%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC83,261$15.5M0.15%+1,62313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA82,391$15.3M0.08%-1,99013F-HRTimelineGroup
World Investment Advisors81,796$15.2M0.4%+64,65213F-HRTimeline
Janney Montgomery Scott LLC79,001$14.7M0.04%-7,58313F-HRTimeline
Plante Moran Financial Advisors, LLC77,145$14.4M1.24%-60013F-HRTimeline
Family CFO Inc76,470$14.2M7.82%+1,46913F-HRTimeline
Strategic Investment Advisors / MI75,652$14.1M1.49%+6,55413F-HRTimeline
LMG Wealth Partners, LLC75,468$14.1M3.13%+29213F-HRTimeline
Traveka Wealth, LLC74,923$14M7.82%+1,76013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.74,563$13.9M0.08%+44013F-HRTimeline
Robinswood Financial LLC74,298$13.8M5.12%+1,48313F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC74,298$13.8M1.71%013F-HRTimeline
JBGlobal.com LLC73,223$13.6M14.18%-6,95013F-HRTimeline
Checchi Capital Advisers, LLC73,052$13.6M0.96%-9,98413F-HRTimeline
Brooklyn FI, LLC72,842$13.6M4.19%+4,53813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC71,599$13.3M0.19%-1,49813F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC71,227$13.3M0.2%-3,26613F-HRTimeline
Symmetry Partners, LLC70,343$13.1M1.82%-27,53813F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC69,271$12.9M5.35%+78713F-HRTimeline
ARVEST INVESTMENTS, INC.69,233$12.9M2.03%+2,05113F-HRTimeline
Performa Ltd (US), LLC69,034$12.9M4.28%+9,61213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC68,764$12.8M0.99%-41013F-HRTimeline
Pure Financial Advisors, LLC68,329$12.7M0.27%+36,64613F-HRTimeline
Tradition Wealth Management, LLC68,237$12.7M1.12%+42713F-HRTimeline
Jacobsen Capital Management67,987$12.7M5.5%-42413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC67,942$12.7M2.84%+6,23413F-HRTimeline
Silver Coast Investments LLC67,893$12.6M4.8%+1,33813F-HRTimeline
Shepherd Financial Partners LLC67,364$12.5M1.47%-115,66813F-HRTimeline
Compound Planning, Inc.66,932$12.5M0.57%+51,21813F-HRTimeline
NorthCoast Asset Management LLC66,643$12.4M0.06%+1,35313F-HR/ATimeline
CWM, LLCin group CWM, LLC66,118$12.3M0.05%+14,08613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp65,769$12.3M<0.01%-1,75413F-HRTimelineGroup
D.A. DAVIDSON & CO.65,572$12.2M0.1%-2,70613F-HRTimeline
Moser Wealth Advisors, LLC64,600$12M6.31%+57013F-HRTimeline
Texas Yale Capital Corp.64,443$12M0.49%-4,78213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP64,025$11.9M0.18%-95513F-HRTimeline
Advisory Services Network, LLC62,576$11.7M0.22%-11,31413F-HRTimeline
Wharton Business Group, LLC62,250$11.6M0.52%+38113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC61,743$11.5M0.26%-81513F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…60,505$11.3M1.37%+3313F-HRTimeline
Apella Capital, LLC63,339$11.2M0.38%-8,81913F-HRTimeline
Clayton Financial Group LLC59,742$11.1M4.08%+2,83513F-HRTimeline
Ellevest, Inc.59,071$11M0.73%-7,66613F-HRTimeline
Garde Capital, Inc.59,062$11M0.63%-2,01013F-HRTimeline
Praetorian Wealth Management, Inc.58,616$10.9M2.66%-31313F-HRTimeline
&PARTNERS58,743$10.9M0.12%+19,73013F-HRTimeline
HB Wealth Management, LLC58,228$10.8M0.09%+9,63513F-HRTimeline
BancFirst Trust & Investment Management58,403$10.8M5.4%013F-HRTimeline
Meridian Wealth Management, LLC58,117$10.8M0.52%+3,78713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC57,911$10.8M2.07%+5,95513F-HRTimeline
Cherry Tree Wealth Management, LLC57,636$10.7M2.59%+31013F-HRTimeline
Baltimore-Washington Financial Advisors…56,744$10.6M0.56%-24913F-HRTimeline
FIDUCIENT ADVISORS LLC56,577$10.5M1.32%+42713F-HRTimeline
JMAC ENTERPRISES LLC56,518$10.5M2.5%+1,04813F-HRTimeline
Weinberger Asset Management, Inc55,344$10.3M4.42%-35113F-HRTimeline
BLAIR WILLIAM & CO/IL55,174$10.3M0.03%+1,25913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…54,692$10.2M0.02%+40,37713F-HRTimelineGroup
LMCG INVESTMENTS, LLC54,457$10.1M0.67%-1,53113F-HRTimeline
MAI Capital Management54,010$10.1M0.08%-70213F-HRTimeline
Fee-Only Financial Planning, L.C.53,656$10M6.82%-35613F-HRTimeline
Payne Capital Management, LLC53,079$9.89M4.22%+2,13613F-HRTimeline
Black Diamond Financial, LLC52,840$9.84M1.48%-2,02813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC51,916$9.67M0.58%-2,51313F-HRTimeline
Geneos Wealth Management Inc.50,928$9.49M0.14%+35,72213F-HRTimeline
Capital Advisors Wealth Management, LLC50,108$9.33M1.65%-58913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,048$9.32M0.23%-63513F-HRTimelineGroup
Facet Wealth, Inc.50,263$9.21M0.24%+25,59113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp49,396$9.2M0.03%-10,29313F-HRTimelineGroup
Bishop & Co Investment Management, LLC49,149$9.16M3.54%-13,52113F-HRTimeline
Veery Capital, LLC49,143$9.15M3.56%+2,32013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC49,091$9.15M4.17%-95013F-HRTimeline
Alhambra Investment Management LLC49,014$9.13M4.71%+8,33813F-HRTimeline
Firestone Capital Management48,696$9.07M2.38%+1,63013F-HRTimeline
Prosperity Planning, Inc.47,626$8.87M2.78%-3,11813F-HRTimeline
Forbes Financial Planning, Inc.47,367$8.82M6.54%-73913F-HRTimeline
Flywheel Private Wealth LLC47,007$8.76M7.98%+19213F-HRTimeline
Steele Capital Management, Inc.46,953$8.75M0.46%-1,34013F-HRTimeline