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Disclosery

VBR VANGUARD INDEX FDS

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SHS (fund)

1,558 managers (1,567 13F filers) reported a position in VBR shares at 2025-06-30, 85,952,147 shares in all. 106 filers opened a position and 86 filers sold out during the quarter.

Managers
1,558
13F filers
1,567
New
106
Added
518
Reduced
620
Sold out
86
Shares held by filers
85,952,147

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/15,229,662$2.97B0.24%-1,770,64713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,360,477$850M2.01%+185,71213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,865,623$754M0.05%-67,08213F-HRTimelineGroup
Betterment LLC3,200,471$624M1.33%-152,58213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,809,616$353M0.08%+11,57013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,706,424$333M-70,631Timeline
UBS Group AGin group UBS Group AG1,633,911$319M0.07%-36,94013F-HRTimelineGroup
ASPIRIANT, LLC1,483,454$289M9.2%-57,97813F-HRTimeline
LPL Financial LLC1,436,793$280M0.09%+46,96613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,426,827$278M0.32%+41,49513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,136,586$222M0.49%-615,64113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,062,970$208M0.16%-248,61713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC923,880$180M0.06%-43,81913F-HRTimelineGroup
Cetera Investment Advisers880,807$172M0.29%+162,57513F-HRTimeline
MATHER GROUP, LLC.873,500$170M1.82%-3,13913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding840,157$164M+31,903Timeline
HighTower Advisors, LLC821,531$160M0.2%+48,46113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.812,288$156M0.28%+326,12913F-HR/ATimelineGroup
Allworth Financial LP794,775$155M0.74%+49,11613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA782,506$153M0.4%+7,50813F-HRTimelineGroup
CHOREO, LLC777,889$152M2.13%-14,35713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…780,538$152M0.1%-17,57313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO747,328$146M0.01%+98,34413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC739,019$145M0.04%-40,49513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC665,646$130M0.17%-82,60313F-HRTimeline
Efficient Advisors, LLC610,689$119M7.09%+42,79413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA503,565$98.2M0.02%+18,07813F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…480,301$96.9M0.16%+153,52913F-HRTimeline
Mill Creek Capital Advisors, LLC483,605$94.3M2.09%-7,53713F-HRTimeline
RWA WEALTH PARTNERS, LLC467,411$91.1M1.14%+34,73313F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…453,785$88.5M6.37%+49,79013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC452,257$88.2M0.13%+16,92413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…440,453$85.9M0.19%+20,08913F-HR/ATimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC437,040$85.2M1.02%+45,32713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC402,203$78.4M0.72%new13F-HRTimelineGroup
JMG Financial Group, Ltd.397,979$77.6M2.35%+111,96213F-HRTimeline
Retirement Systems of Alabama382,480$74.6M0.27%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/381,568$74.4M0.04%-29,63813F-HRTimelineGroup
Retirement Investment Advisors, Inc.379,601$74M6.66%+25,49913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…372,856$72.7M0.59%-29,92513F-HRTimelineGroup
Modera Wealth Management, LLC362,293$70.7M0.87%+11,39313F-HRTimeline
Wealthspire Advisors, LLC357,106$69.6M0.39%+2,84213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC357,098$69.6M0.01%+29,59713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…354,686$69.2M0.05%+18,31513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP331,832$64.7M0.06%+9,22813F-HRTimelineGroup
Rodgers & Associates, LTD316,993$61.8M6.79%+13,89913F-HRTimeline
1832 Asset Management L.P.315,854$61.6M0.11%+16,57813F-HRTimeline
Bragg Financial Advisors, Inc306,523$59.8M2.14%+15,53013F-HRTimeline
Mokosak Advisory Group, LLC305,009$59.5M16.82%+7,61013F-HRTimeline
Creative Planningin group Creative Planning297,801$58.1M0.05%-22,23113F-HRTimelineGroup
Cresset Asset Management, LLC280,451$54.9M0.28%-28,16913F-HR/ATimeline
Mason Investment Advisory Services, Inc.281,121$54.8M2.99%-1,79813F-HRTimeline
Financial Advisory Corp275,782$53.8M8.25%+7,18713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC273,786$53.4M1.88%+10,97013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…270,049$52.7M0.72%+4,49013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co268,007$52.3M0.01%-56613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC264,513$51.6M0.37%+3,00613F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC253,816$49.5M0.09%+12,25713F-HRTimelineGroup
WIT, LLC250,167$48.8M1.21%new13F-HRTimeline
BAILARD, INC.246,697$48.1M1.12%+90713F-HRTimeline
MML INVESTORS SERVICES, LLC245,196$47.8M0.14%+2,24713F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC238,826$46.6M0.79%+33313F-HRTimeline
Zhang Financial LLC236,780$46.2M2.13%-8,25313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC231,924$45.2M5.99%-2,70913F-HRTimeline
Abacus Planning Group, Inc.205,765$40.1M5.97%-11,44213F-HR/ATimeline
Summit Financial, LLC203,262$39.8M0.9%+11,88813F-HRTimeline
Foster Group, Inc.203,956$39.8M1.36%-1,32313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP203,501$39.7M0.06%-18,32413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP198,986$38.8M0.05%-21,97713F-HR/ATimelineGroup
25 LLC191,385$37.3M13.71%+6,98513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.188,102$36.7M0.3%+4,20013F-HRTimelineGroup
Comprehensive Financial Management LLC184,376$36.1M1.01%013F-HRTimeline
Opal Wealth Advisors, LLC184,022$35.9M9.95%+11,13013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV176,390$34.4M0.08%-52,56913F-HRTimeline
Cambridge Investment Research Advisors,…173,386$33.8M0.1%-12,01113F-HRTimeline
Strategies Wealth Advisors, LLC171,025$33.4M3.64%+12413F-HRTimeline
Merit Financial Group, LLC169,586$33.1M0.37%+136,94313F-HRTimeline
Waldron Private Wealth LLC167,804$32.9M1.43%-40913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding167,500$32.7M+7,085Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC162,441$30.2M0.12%+73,92213F-HRTimelineGroup
Verus Financial Partners, Inc.148,415$29.9M3.04%-144,36713F-HRTimeline
Sanctuary Advisors, LLC149,591$29.2M0.18%-3,23313F-HRTimeline
Asset Management Group, Inc.149,397$29.1M5.08%-1,29213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\147,872$28.9M0.04%+1,86913F-HRTimelineGroup
NewEdge Advisors, LLC142,693$27.8M0.14%+79013F-HRTimeline
COMERICA BANK141,141$27.5M0.11%+60613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.137,603$26.8M0.05%-2,74313F-HRTimelineGroup
Northwest Quadrant Wealth Management, L…135,194$26.4M5.88%+55913F-HRTimeline
Wealth Architects, LLC134,344$26.2M2.66%+6,79213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding133,535$26M-1,668Timeline
Marotta Asset Management133,063$25.9M5.2%-3,94413F-HRTimeline
Empirical Financial Services, LLC d.b.a…132,699$25.9M0.59%+9,47513F-HRTimeline
FMR LLCin group FMR LLC132,031$25.7M<0.01%-33,05613F-HRTimelineGroup
McAdam, LLC128,647$25.1M1.37%+1,70913F-HRTimeline
Private Advisor Group, LLC126,038$24.6M0.13%-13613F-HRTimeline
Brickley Wealth Management124,223$24.2M4.74%+56413F-HRTimeline
Silver Coast Investments LLC117,826$23M8.35%+49,93313F-HRTimeline
BHK Investment Advisors, LLC117,444$22.9M8.97%+2,00313F-HRTimeline
Pasadena Private Wealth, LLC117,238$22.9M3.92%-7,20413F-HRTimeline
Grey Fox Wealth Advisors, LLC114,766$22.5M5.36%+5,34213F-HRTimeline
Plante Moran Financial Advisors, LLC115,003$22.4M1.58%+37,85813F-HRTimeline
Shakespeare Wealth Management, LLC109,603$21.4M5.7%+4,32713F-HRTimeline
Total Wealth Planning, LLC107,740$21M2.66%+8,42813F-HRTimeline
FIDUCIENT ADVISORS LLC105,438$20.7M2.53%+48,86113F-HRTimeline
ARS Wealth Advisors Group, LLC103,560$20.2M2.33%-1,98613F-HRTimeline
Atria Investments, Inc103,130$20.1M0.24%-9,38413F-HRTimeline
Beacon Pointe Advisors, LLC101,497$19.8M0.21%+8,12513F-HRTimeline
Partners in Financial Planning100,573$19.6M3.62%+2,18513F-HRTimeline
PDS Planning, Inc100,246$19.5M1.46%-5,17913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers100,061$19.5M0.03%-43,53713F-HRTimelineGroup
RETIREMENT FINANCIAL SOLUTIONS, LLC98,339$19.2M6.75%-4,95513F-HR/ATimeline
Coastline Trust Co97,873$19.1M2.19%-41,95113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aaron Wealth Advisors LLC96,575$18.8M1.92%-3,53313F-HRTimeline
Avion Wealth94,436$18.4M4.2%+7,50713F-HR/ATimeline
STUDIO INVESTMENT MANAGEMENT LLC93,413$18.3M3.67%-6,33413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.93,804$18.3M0.1%+19,24113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.93,548$18.2M4.6%+8,59413F-HRTimeline
NorthCoast Asset Management LLC93,131$18.2M0.08%+26,48813F-HRTimeline
Avior Wealth Management, LLC92,876$18.1M0.63%-76313F-HRTimeline
TrueWealth Financial Partners88,775$17.3M9.55%+2,64213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…87,206$17M0.66%-2,57113F-HRTimelineGroup
Strategic Investment Advisors / MI85,269$16.7M1.62%+9,61713F-HRTimeline
Empowered Funds, LLC85,268$16.6M0.19%+80,12513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC84,267$16.4M0.15%+1,00613F-HRTimeline
Sequoia Financial Advisors, LLC81,670$15.9M0.11%-58,73413F-HRTimeline
Glenmede Investment Management, LP80,551$15.7M0.08%13F-HRTimeline
HILLMAN CO78,406$15.3M5.82%-17,92813F-HRTimeline
Performa Ltd (US), LLC77,347$15.1M4.55%+8,31313F-HRTimeline
Traveka Wealth, LLC76,382$14.9M7.89%+1,45913F-HRTimeline
Steward Partners Investment Advisory, L…76,119$14.8M0.12%-9,93013F-HRTimeline
Family CFO Inc75,806$14.8M7.4%-66413F-HRTimeline
LMG Wealth Partners, LLC75,446$14.7M3.02%-2213F-HRTimeline
Brooklyn FI, LLC74,489$14.5M3.72%+1,64713F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC74,298$14.5M1.59%013F-HRTimeline
Robinswood Financial LLC73,522$14.3M5.07%-77613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC73,341$14.3M0.18%+1,74213F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC73,061$14.2M5.31%+3,79013F-HRTimeline
CW Advisors, LLC72,688$14.2M0.14%-21,44613F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC72,475$14.1M2.89%+4,53313F-HRTimeline
Jacobsen Capital Management71,423$13.9M5.13%+3,43613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC70,627$13.8M0.19%-60013F-HRTimeline
Tradition Wealth Management, LLC70,111$13.7M1.09%+1,87413F-HRTimeline
&PARTNERS69,944$13.7M0.1%+11,20113F-HRTimeline
ARVEST INVESTMENTS, INC.69,582$13.6M2.04%+34913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC68,294$13.3M0.97%-47013F-HRTimeline
Texas Yale Capital Corp.67,836$13.2M0.43%+3,39313F-HRTimeline
Meridian Wealth Management, LLC67,089$13.1M0.56%+8,97213F-HRTimeline
Apella Capital, LLC64,066$12.8M0.35%+72713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP63,847$12.5M0.18%-17813F-HRTimeline
Advisory Services Network, LLC62,308$12.4M0.2%-26813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC63,306$12.3M0.26%+1,56313F-HRTimelineGroup
BancFirst Trust & Investment Management63,055$12.3M5.72%+4,65213F-HRTimeline
HB Wealth Management, LLC61,675$12M0.1%+3,44713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC61,280$12M1.9%+3,36913F-HRTimeline
CWM, LLCin group CWM, LLC61,225$11.9M0.04%-4,89313F-HRTimelineGroup
D.A. DAVIDSON & CO.60,384$11.8M0.08%-5,18813F-HRTimeline
Shepherd Financial Partners LLC59,836$11.7M1.23%-7,52813F-HRTimeline
Weinberger Asset Management, Inc59,630$11.6M4.49%+4,28613F-HRTimeline
Financial Synergies Wealth Advisors, In…59,549$11.6M1.27%-95613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp59,380$11.6M<0.01%-6,38913F-HRTimelineGroup
Garde Capital, Inc.58,860$11.5M0.61%-20213F-HRTimeline
Steele Capital Management, Inc.58,585$11.5M0.55%+11,63213F-HRTimeline
Center for Financial Planning, Inc.58,544$11.4M1.31%-185,79913F-HRTimeline
Moser Wealth Advisors, LLC58,536$11.4M5.48%-6,06413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp58,070$11.3M0.04%+8,67413F-HRTimelineGroup
Janney Montgomery Scott LLC58,019$11.3M0.03%-20,98213F-HRTimeline
Cherry Tree Wealth Management, LLC57,398$11.2M2.6%-23813F-HRTimeline
Compound Planning, Inc.57,208$11.2M0.42%-9,72413F-HRTimeline
JMAC ENTERPRISES LLC57,051$11.1M2.38%+53313F-HRTimeline
Almanack Investment Partners, LLC.56,450$11M1.75%new13F-HRTimeline
Wharton Business Group, LLC56,305$11M0.46%-5,94513F-HRTimeline
Praetorian Wealth Management, Inc.56,161$11M2.52%-2,45513F-HRTimeline
Checchi Capital Advisers, LLC55,508$10.8M0.75%-17,54413F-HRTimeline
Sepio Capital, LP54,869$10.7M0.76%-81,60913F-HRTimeline
Willis Investment Counsel54,351$10.6M0.62%+25,60313F-HRTimeline
Pure Financial Advisors, LLC54,245$10.6M0.19%-14,08413F-HRTimeline
Symmetry Partners, LLC54,126$10.6M1.3%-16,21713F-HRTimeline
Fee-Only Financial Planning, L.C.53,675$10.5M6.48%+1913F-HRTimeline
SWAN Capital LLC53,552$10.4M4.54%+26,13413F-HRTimeline
Flywheel Private Wealth LLC53,355$10.4M8.35%+6,34813F-HRTimeline
MAI Capital Management53,324$10.4M0.07%-68613F-HRTimeline
Payne Capital Management, LLC53,062$10.3M3.99%-1713F-HRTimeline
JBGlobal.com LLC52,374$10.2M10.61%-20,84913F-HRTimeline
Veery Capital, LLC52,221$10.2M3.5%+3,07813F-HRTimeline
LMCG INVESTMENTS, LLC52,084$10.2M0.64%-2,37313F-HRTimeline
Baltimore-Washington Financial Advisors…51,909$10.1M0.47%-4,83513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC51,675$10.1M0.55%-24113F-HRTimeline
BLAIR WILLIAM & CO/IL51,558$10.1M0.03%-3,61613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,710$9.89M0.19%+66213F-HRTimelineGroup
Firestone Capital Management50,474$9.84M2.32%+1,77813F-HRTimeline
Joel Isaacson & Co., LLC49,452$9.64M0.39%+11,17213F-HRTimeline
Gladwyn Financial Advisors, Inc.49,372$9.63M7.45%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,867$9.53M0.01%+30,17613F-HRTimelineGroup
Lansing Street Advisors48,578$9.52M2.83%+24,52813F-HRTimeline
Capital Advantage, Inc.48,801$9.52M1.51%-30,06613F-HRTimeline
Bishop & Co Investment Management, LLC48,697$9.5M3.41%-45213F-HRTimeline
CX Institutional48,111$9.38M0.33%+12,19413F-HR/ATimeline
FAMILY WEALTH PARTNERS, LLC47,579$9.28M3.71%-1,51213F-HRTimeline
Eagle Strategies LLC47,515$9.27M1.41%+7,30413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS47,400$9.24M0.01%+11,00013F-HRTimelineGroup