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Disclosery

VBR VANGUARD INDEX FDS

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SHS (fund)

1,571 managers (1,580 13F filers) reported a position in VBR shares at 2025-09-30, 85,742,741 shares in all. 99 filers opened a position and 73 filers sold out during the quarter.

Managers
1,571
13F filers
1,580
New
99
Added
579
Reduced
587
Sold out
73
Shares held by filers
85,742,741

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/15,438,804$3.22B0.24%+209,14213F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,266,021$890M1.91%-94,45613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,830,880$800M0.05%-34,74313F-HR/ATimelineGroup
Betterment LLC3,100,066$647M1.28%-100,40513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,776,642$371M0.08%-32,97413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,666,019$348M-40,405Timeline
ASPIRIANT, LLC1,527,300$319M9.75%+43,84613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,452,261$303M0.33%+25,43413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,449,131$302M0.06%-184,78013F-HRTimelineGroup
LPL Financial LLC1,430,106$298M0.09%-6,68713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,224,488$256M0.52%+87,90213F-HRTimeline
Cetera Investment Advisers1,070,900$224M0.26%+190,09313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC951,299$199M0.06%+27,41913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP906,506$190M0.13%-156,46413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.885,454$185M0.26%+73,16613F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA855,498$179M0.43%+72,99213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…823,826$172M0.1%+43,28813F-HRTimelineGroup
HighTower Advisors, LLC815,198$170M0.19%-6,33313F-HRTimeline
Allworth Financial LP809,011$169M0.75%+14,23613F-HRTimeline
CHOREO, LLC785,889$165M2.15%+8,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO727,231$152M0.01%-20,09713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC726,669$152M0.03%-12,35013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding683,016$142M-157,141Timeline
MATHER GROUP, LLC.637,311$133M1.34%-236,18913F-HRTimeline
Efficient Advisors, LLC615,422$128M7.24%+4,73313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC589,386$123M0.16%-76,26013F-HRTimeline
RWA WEALTH PARTNERS, LLC483,851$101M1.15%+16,44013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA483,663$101M0.02%-19,90213F-HRTimelineGroup
Mill Creek Capital Advisors, LLC482,541$101M2.07%-1,06413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC471,888$98.5M0.77%+69,68513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…460,904$96.2M0.15%-19,39713F-HRTimeline
Mariner, LLCin group Mariner, LLC460,317$96.1M0.12%+8,06013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…451,626$94.3M0.18%+11,17313F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC449,384$93.8M0.75%+12,34413F-HRTimeline
JMG Financial Group, Ltd.394,828$82.4M2.35%-3,15113F-HRTimeline
Retirement Investment Advisors, Inc.386,047$80.6M6.7%+6,44613F-HRTimeline
Retirement Systems of Alabama382,480$79.8M0.27%013F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…378,525$79M5.32%-75,26013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…367,568$76.7M0.05%+12,88213F-HRTimelineGroup
Wealthspire Advisors, LLC359,466$75M0.39%+2,36013F-HRTimeline
Modera Wealth Management, LLC358,443$74.8M0.87%-3,85013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…349,701$73M0.53%-23,15513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/349,500$72.9M0.03%-32,06813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP339,403$70.8M0.06%+7,57113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP322,615$67.4M0.11%+123,62913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC316,472$66.1M0.01%-40,62613F-HRTimelineGroup
Rodgers & Associates, LTD314,416$65.6M6.76%-2,57713F-HRTimeline
Mokosak Advisory Group, LLC309,726$64.6M16.91%+4,71713F-HRTimeline
Creative Planningin group Creative Planning307,216$64.1M0.05%+9,41513F-HRTimelineGroup
1832 Asset Management L.P.302,556$63.1M0.11%-13,29813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC299,873$62.6M0.38%+35,36013F-HR/ATimelineGroup
Cresset Asset Management, LLC297,423$62.4M0.27%+16,97213F-HR/ATimeline
Bragg Financial Advisors, Inc294,047$61.4M2.03%-12,47613F-HRTimeline
Financial Advisory Corp282,758$59M8.69%+6,97613F-HRTimeline
Mason Investment Advisory Services, Inc.281,484$58.7M2.93%+36313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…268,397$56M0.71%-1,65213F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC267,656$55.9M1.82%-6,13013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC255,634$53.4M0.09%+1,81813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co255,384$53.3M0.01%-12,62313F-HRTimelineGroup
WIT, LLC250,167$52.2M1.18%013F-HRTimeline
BAILARD, INC.247,841$51.7M1.12%+1,14413F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC239,216$49.9M0.81%+39013F-HRTimeline
Zhang Financial LLC236,207$49.3M2%-57313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC224,362$45M6.3%-7,56213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP214,208$44.7M0.06%+10,70713F-HRTimelineGroup
Abacus Planning Group, Inc.212,793$44.4M6.13%+7,02813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.210,170$43.9M0.32%+22,06813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC204,984$42.8M0.11%-40,21213F-HRTimeline
Foster Group, Inc.198,947$41.5M1.3%-5,00913F-HRTimeline
Summit Financial, LLC194,255$40.5M0.62%-9,00713F-HRTimeline
25 LLC192,208$40.1M13.66%+82313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding190,172$39.7M+22,672Timeline
Opal Wealth Advisors, LLC187,821$39.2M10.91%+3,79913F-HRTimeline
Comprehensive Financial Management LLC184,376$38.7M1.07%013F-HRTimeline
Strategies Wealth Advisors, LLC172,619$36M3.75%+1,59413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV170,530$35.6M0.06%-5,86013F-HRTimeline
Cambridge Investment Research Advisors,…168,115$35.1M0.1%-5,27113F-HRTimeline
Waldron Private Wealth LLC166,158$34.8M1.41%-1,64613F-HRTimeline
Merit Financial Group, LLC160,742$33.5M0.31%-8,84413F-HR/ATimeline
Sanctuary Advisors, LLC153,674$32.1M0.18%+4,08313F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC152,877$31.9M0.12%-9,56413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\151,611$31.7M0.04%+3,73913F-HRTimelineGroup
Asset Management Group, Inc.148,685$31M5.08%-71213F-HRTimeline
Private Advisor Group, LLC145,188$30.3M0.15%+19,15013F-HRTimeline
Verus Financial Partners, Inc.144,562$30.2M2.9%-3,85313F-HRTimeline
NewEdge Advisors, LLC144,361$30.1M0.14%+1,66813F-HRTimeline
Marotta Asset Management137,510$28.8M5.42%+4,44713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.137,590$28.7M0.05%-1313F-HRTimelineGroup
Aaron Wealth Advisors LLC136,680$28.5M1.72%+40,10513F-HRTimeline
COMERICA BANK135,364$28.3M0.11%-5,77713F-HRTimeline
Wealth Architects, LLC133,972$28M2.64%-37213F-HRTimeline
Northwest Quadrant Wealth Management, L…133,429$27.8M5.88%-1,76513F-HRTimeline
FMR LLCin group FMR LLC133,380$27.8M<0.01%+1,34913F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…132,274$27.6M0.56%-42513F-HRTimeline
World Investment Advisors131,710$27.5M0.56%+124,18413F-HRTimeline
McAdam, LLC130,500$27.2M1.34%+1,85313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding129,973$27.1M-3,562Timeline
Brickley Wealth Management124,278$25.9M4.52%+5513F-HRTimeline
Grey Fox Wealth Advisors, LLC119,982$25.2M5.13%+5,21613F-HRTimeline
Plante Moran Financial Advisors, LLC118,432$24.7M1.55%+3,42913F-HRTimeline
Pasadena Private Wealth, LLC118,139$24.7M3.56%+90113F-HRTimeline
BHK Investment Advisors, LLC116,464$24.3M9.08%-98013F-HRTimeline
Silver Coast Investments LLC114,502$23.9M8.21%-3,32413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers113,178$23.6M0.03%+13,11713F-HRTimelineGroup
Shakespeare Wealth Management, LLC111,542$23.3M5.3%+1,93913F-HRTimeline
Total Wealth Planning, LLC108,675$22.7M2.62%+93513F-HRTimeline
FIDUCIENT ADVISORS LLC105,738$22.2M2.59%+30013F-HRTimeline
Atria Investments, Inc106,136$22.2M0.25%+3,00613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.100,778$21M4.59%+7,23013F-HRTimeline
Balance Wealth Partners LLC100,413$21M5.18%new13F-HRTimeline
Partners in Financial Planning100,216$20.9M3.62%-35713F-HRTimeline
Beacon Pointe Advisors, LLC99,499$20.8M0.18%-1,99813F-HRTimeline
PDS Planning, Inc99,014$20.7M1.43%-1,23213F-HRTimeline
Coastline Trust Co97,182$20.3M2.18%-69113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Empowered Funds, LLC96,186$20.1M0.2%+10,91813F-HRTimeline
Avion Wealth94,038$19.6M4.21%-39813F-HRTimeline
Avior Wealth Management, LLC93,655$19.5M0.63%+77913F-HRTimeline
TrueWealth Financial Partners93,357$19.5M9.94%+4,58213F-HRTimeline
NorthCoast Asset Management LLC90,078$18.8M0.07%-3,05313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC86,615$18.1M0.15%+2,34813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…86,220$18M0.66%-98613F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC85,498$17.9M3.38%-7,91513F-HRTimeline
Strategic Investment Advisors / MI24,761$17.6M2.04%-60,50813F-HR/ATimeline
Marmo Financial Group, LLC84,273$17.6M8.52%new13F-HRTimeline
&PARTNERS82,863$17.3M0.11%+12,91913F-HRTimeline
Brooklyn FI, LLC82,092$17.1M3.84%+7,60313F-HRTimeline
Glenmede Investment Management, LP81,435$17M0.08%+88413F-HRTimeline
Sequoia Financial Advisors, LLC81,022$16.9M0.1%-64813F-HRTimeline
HILLMAN CO78,406$16.4M5.05%013F-HRTimeline
Performa Ltd (US), LLC77,500$16.2M4.29%+15313F-HRTimeline
Family CFO Inc76,761$16M7.38%+95513F-HRTimeline
LMG Wealth Partners, LLC75,554$15.8M2.93%+10813F-HRTimeline
Robinswood Financial LLC75,138$15.7M5.23%+1,61613F-HRTimeline
D.A. DAVIDSON & CO.74,308$15.5M0.1%+13,92413F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC74,298$15.5M1.63%013F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC74,236$15.5M5.39%+1,17513F-HRTimeline
Steward Partners Investment Advisory, L…73,949$15.4M0.09%-2,17013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC73,710$15.4M2.92%+1,23513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC72,561$15.1M0.17%-78013F-HRTimelineGroup
Traveka Wealth, LLC71,492$14.9M6.66%-4,89013F-HRTimeline
Meridian Wealth Management, LLC70,654$14.7M0.57%+3,56513F-HRTimeline
ARVEST INVESTMENTS, INC.70,561$14.7M2.11%+97913F-HRTimeline
Checchi Capital Advisers, LLC69,640$14.5M1%+14,13213F-HRTimeline
Symmetry Partners, LLC69,126$14.4M1.57%+15,00013F-HRTimeline
Tradition Wealth Management, LLC69,035$14.4M1.07%-1,07613F-HRTimeline
Black Diamond Financial, LLC68,848$14.4M1.61%+27,58113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC68,260$14.3M0.19%-2,36713F-HRTimeline
Jacobsen Capital Management68,089$14.2M4.82%-3,33413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC68,043$14.2M0.94%-25113F-HRTimeline
Texas Yale Capital Corp.67,849$14.2M0.45%+1313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP66,678$13.9M0.18%+2,83113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp66,430$13.9M<0.01%+7,05013F-HRTimelineGroup
BancFirst Trust & Investment Management65,865$13.7M5.21%+2,81013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC65,592$13.7M1.88%+4,31213F-HRTimeline
Advisory Services Network, LLC64,069$13.4M0.2%+1,76113F-HRTimeline
Apella Capital, LLC65,073$13.4M0.3%+1,00713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC63,546$13.3M0.27%+24013F-HRTimelineGroup
MAI Capital Management62,945$13.1M0.08%+9,62113F-HRTimeline
HB Wealth Management, LLC61,593$12.9M0.09%-8213F-HRTimeline
Weinberger Asset Management, Inc61,012$12.7M4.61%+1,38213F-HRTimeline
Payne Capital Management, LLC60,372$12.6M4.06%+7,31013F-HRTimeline
Baltimore-Washington Financial Advisors…60,303$12.6M0.54%+8,39413F-HRTimeline
Financial Synergies Wealth Advisors, In…59,624$12.4M1.26%+7513F-HRTimeline
Compound Planning, Inc.59,019$12.3M0.4%+1,81113F-HRTimeline
JMAC ENTERPRISES LLC58,592$12.2M2.42%+1,54113F-HRTimeline
Shepherd Financial Partners LLC58,512$12.2M1.16%-1,32413F-HRTimeline
Cherry Tree Wealth Management, LLC58,402$12.2M2.68%+1,00413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC58,341$12.2M1.73%new13F-HRTimeline
Center for Financial Planning, Inc.58,024$12.1M1.29%-52013F-HRTimeline
Garde Capital, Inc.57,789$12.1M0.61%-1,07113F-HRTimeline
Flywheel Private Wealth LLC57,287$12M9.34%+3,93213F-HRTimeline
Eagle Strategies LLC56,854$11.9M1.59%+9,33913F-HRTimeline
Praetorian Wealth Management, Inc.56,621$11.8M2.42%+46013F-HRTimeline
Pure Financial Advisors, LLC56,174$11.7M0.19%+1,92913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp55,036$11.5M0.04%-3,03413F-HRTimelineGroup
Wharton Business Group, LLC54,721$11.4M0.5%-1,58413F-HRTimeline
Willis Investment Counsel54,448$11.4M0.62%+9713F-HRTimeline
Veery Capital, LLC53,910$11.3M3.55%+1,68913F-HRTimeline
Janney Montgomery Scott LLC53,603$11.2M0.03%-4,41613F-HRTimeline
Sepio Capital, LP53,357$11.1M0.66%-1,51213F-HRTimeline
CWM, LLCin group CWM, LLC53,129$11.1M0.03%-8,09613F-HRTimelineGroup
Fee-Only Financial Planning, L.C.52,884$11M6.44%-79113F-HRTimeline
BLAIR WILLIAM & CO/IL52,221$10.9M0.03%+66313F-HRTimeline
Lansing Street Advisors51,716$10.8M2.88%+3,13813F-HRTimeline
Firestone Capital Management51,514$10.8M2.32%+1,04013F-HRTimeline
Steele Capital Management, Inc.51,041$10.7M0.47%-7,54413F-HRTimeline
Vestmark Advisory Solutions, Inc.50,629$10.6M0.2%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC50,513$10.5M0.53%-1,16213F-HRTimeline
Joel Isaacson & Co., LLC50,316$10.5M0.38%+86413F-HRTimeline
Bishop & Co Investment Management, LLC50,013$10.4M3.49%+1,31613F-HRTimeline
Gladwyn Financial Advisors, Inc.49,910$10.4M7.48%+53813F-HRTimeline
Capital Advantage, Inc.49,714$10.4M1.56%+91313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…49,701$10.4M0.18%-1,00913F-HRTimelineGroup
LMCG INVESTMENTS, LLC49,695$10.4M0.61%-2,38913F-HRTimeline
FAMILY WEALTH PARTNERS, LLC49,445$10.3M3.87%+1,86613F-HRTimeline
CX Institutional48,620$10.1M0.31%+50913F-HRTimeline
One Degree Advisors Inc48,423$10.1M3.1%+2,10213F-HRTimeline
JBGlobal.com LLC46,661$9.74M9.92%-5,71313F-HRTimeline
CARDIFF PARK ADVISORS, LLC46,642$9.73M0.75%+1813F-HRTimeline
Parallel Advisors, LLC46,573$9.72M0.18%-32213F-HRTimeline