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Disclosery

VBR VANGUARD INDEX FDS

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SHS (fund)

1,649 managers (1,662 13F filers) reported a position in VBR shares at 2025-12-31, 87,255,239 shares in all. 69 filers opened a position and 77 filers sold out during the quarter.

Managers
1,649
13F filers
1,662
New
69
Added
657
Reduced
513
Sold out
77
Shares held by filers
87,255,239

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/15,999,348$3.39B0.25%+560,54413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,379,433$928M1.89%+113,41213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,772,834$799M0.05%-58,04613F-HR/ATimelineGroup
Betterment LLC3,019,666$640M1.22%-80,40013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,710,386$362M0.07%-66,25613F-HRTimelineGroup
ASPIRIANT, LLC1,620,708$343M9.86%+93,40813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,492,797$316M0.31%+40,53613F-HRTimelineGroup
LPL Financial LLC1,438,715$305M0.08%+8,60913F-HRTimeline
UBS Group AGgroup of 2 filers holding1,392,608$295M-56,523Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,350,899$286M-315,120Timeline
CAPTRUST FINANCIAL ADVISORS1,236,013$262M0.5%+11,52513F-HRTimeline
Cetera Investment Advisers1,133,246$240M0.26%+62,34613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,054,552$223M0.07%+103,25313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding983,153$208M+300,137Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP845,509$179M0.11%-60,99713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…825,195$175M0.1%+1,36913F-HRTimelineGroup
Allworth Financial LP822,944$174M0.72%+13,93313F-HRTimeline
HighTower Advisors, LLC811,935$172M0.19%-3,26313F-HRTimeline
CHOREO, LLC800,045$171M2.18%+14,15613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO748,345$158M0.01%+21,11413F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA741,951$157M0.38%-113,54713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC713,304$151M0.03%-13,36513F-HRTimelineGroup
MATHER GROUP, LLC.634,982$134M1.38%-2,32913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.609,009$129M0.19%-276,44513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC585,914$124M0.17%-3,47213F-HRTimeline
Efficient Advisors, LLC567,985$120M7.02%-47,43713F-HR/ATimeline
RWA WEALTH PARTNERS, LLC496,724$105M1.15%+12,87313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA486,145$103M0.02%+2,48213F-HRTimelineGroup
Mill Creek Capital Advisors, LLC483,233$102M2.09%+69213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…474,832$101M0.18%+23,20613F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…455,082$100M0.14%-5,82213F-HRTimeline
Mariner, LLCin group Mariner, LLC471,283$99.8M0.12%+10,96613F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC468,700$99.3M0.75%+19,31613F-HRTimeline
Retirement Investment Advisors, Inc.393,715$83.4M6.72%+7,66813F-HRTimeline
JMG Financial Group, Ltd.388,085$82.2M2.31%-6,74313F-HRTimeline
Retirement Systems of Alabama382,480$81M0.26%013F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…381,201$80.7M5.39%+2,67613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…366,780$77.7M0.05%-78813F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP357,653$75.8M0.07%+18,25013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP351,343$74.4M0.1%+28,72813F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/349,503$74M0.03%+313F-HRTimelineGroup
Modera Wealth Management, LLC347,369$73.6M0.85%-11,07413F-HRTimeline
Mokosak Advisory Group, LLC323,418$68.5M17.19%+13,69213F-HRTimeline
Rodgers & Associates, LTD319,068$67.6M6.84%+4,65213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC316,670$67.1M0.01%+19813F-HR/ATimelineGroup
Creative Planningin group Creative Planning312,049$66.1M0.05%+4,83313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…308,452$65.3M0.39%-41,24913F-HRTimelineGroup
Cresset Asset Management, LLC308,069$65.2M0.28%+10,64613F-HRTimeline
1832 Asset Management L.P.301,566$63.9M0.08%-99013F-HRTimeline
Bragg Financial Advisors, Inc295,284$62.5M2.04%+1,23713F-HRTimeline
Mason Investment Advisory Services, Inc.285,194$60.4M2.87%+3,71013F-HRTimeline
Financial Advisory Corp284,736$60.3M8.77%+1,97813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC281,708$59.7M0.34%-18,16513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…267,844$56.7M0.71%-55313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC266,186$56.4M0.08%+10,55213F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC263,467$55.8M1.77%-4,18913F-HRTimeline
WIT, LLC250,167$53M1.06%013F-HRTimeline
BAILARD, INC.249,231$52.8M1.17%+1,39013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co246,488$52.2M0.01%-8,89613F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC239,847$50.8M0.86%+63113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP227,217$48.1M0.06%+13,00913F-HRTimelineGroup
Zhang Financial LLC226,870$48M1.79%-9,33713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding225,989$47.9M+35,817Timeline
Abacus Planning Group, Inc.215,550$45.7M6.08%+2,75713F-HRTimeline
MML INVESTORS SERVICES, LLC202,263$42.8M0.1%-2,72113F-HRTimeline
Wealthspire Advisors, LLC197,999$41.9M0.33%-161,46713F-HRTimeline
Summit Financial, LLC196,321$41.6M0.61%+2,06613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.193,127$40.9M0.28%-17,04313F-HRTimelineGroup
Opal Wealth Advisors, LLC192,768$40.8M10.65%+4,94713F-HRTimeline
Foster Group, Inc.186,403$39.5M1.19%-12,54413F-HRTimeline
Comprehensive Financial Management LLC184,376$39M1.18%013F-HRTimeline
Strategies Wealth Advisors, LLC180,173$38.2M3.82%+7,55413F-HRTimeline
CWM, LLCin group CWM, LLC173,948$36.8M0.1%+120,81913F-HRTimelineGroup
Sanctuary Advisors, LLC168,373$35.7M0.19%+14,69913F-HRTimeline
Cambridge Investment Research Advisors,…165,723$35.1M0.09%-2,39213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV162,435$34.4M0.05%-8,09513F-HRTimeline
Waldron Private Wealth LLC162,374$34.4M1.36%-3,78413F-HRTimeline
SHUFRO ROSE & CO LLC160,599$34M2.3%+117,32913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers160,053$33.9M0.05%+46,87513F-HRTimelineGroup
Beacon Pointe Advisors, LLC157,913$33.4M0.24%+58,41413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\155,486$32.9M0.04%+3,87513F-HRTimelineGroup
Asset Management Group, Inc.149,918$31.8M5.14%+1,23313F-HRTimeline
NewEdge Advisors, LLC147,636$31.3M0.11%+3,27513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC147,425$31.2M0.12%-5,45213F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC147,254$31.2M6.93%+143,44513F-HRTimeline
Private Advisor Group, LLC146,032$30.9M0.15%+84413F-HRTimeline
Verus Financial Partners, Inc.137,820$30.9M2.85%-6,74213F-HRTimeline
FMR LLCin group FMR LLC143,985$30.5M<0.01%+10,60513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.143,982$30.5M0.05%+6,39213F-HRTimelineGroup
Marotta Asset Management143,896$30.5M5.64%+6,38613F-HRTimeline
Merit Financial Group, LLC143,889$30.5M0.24%-16,85313F-HRTimeline
Grove Street Fiduciary, LLC141,499$30M12.53%new13F-HRTimeline
Aaron Wealth Advisors LLC138,251$29.3M1.63%+1,57113F-HRTimeline
Plante Moran Financial Advisors, LLC136,768$29M1.83%+18,33613F-HRTimeline
Northwest Quadrant Wealth Management, L…135,704$28.7M5.94%+2,27513F-HRTimeline
COMERICA BANK133,866$28.4M0.11%-1,49813F-HRTimeline
McAdam, LLC133,850$28.3M1.3%+3,35013F-HRTimeline
Wealth Architects, LLC132,936$28.2M2.54%-1,03613F-HRTimeline
25 LLC132,709$28.1M8.92%-59,49913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding132,621$28.1M+2,648Timeline
BHK Investment Advisors, LLC131,510$27.9M9.15%+15,04613F-HRTimeline
Empirical Financial Services, LLC d.b.a…130,954$27.7M0.5%-1,32013F-HRTimeline
World Investment Advisors125,279$26.5M0.44%-6,43113F-HR/ATimeline
INSPIRION WEALTH ADVISORS, LLC124,858$26.4M3.24%-99,50413F-HRTimeline
Brickley Wealth Management124,542$26.4M4.45%+26413F-HRTimeline
Grey Fox Wealth Advisors, LLC122,772$26M5.32%+2,79013F-HRTimeline
Pasadena Private Wealth, LLC118,751$25.2M3.44%+61213F-HRTimeline
Shakespeare Wealth Management, LLC113,371$24M5.31%+1,82913F-HRTimeline
Atria Investments, Inc111,820$23.7M0.27%+5,68413F-HRTimeline
FIDUCIENT ADVISORS LLC106,353$22.5M2.79%+61513F-HRTimeline
Silver Coast Investments LLC104,680$22.2M7.64%-9,82213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.103,424$21.9M4.57%+2,64613F-HRTimeline
Partners in Financial Planning101,609$21.5M3.64%+1,39313F-HRTimeline
PDS Planning, Inc98,861$20.9M1.4%-15313F-HRTimeline
Coastline Trust Co96,980$20.5M1.93%-20213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JOHNSON INVESTMENT COUNSEL INC95,786$20.3M0.17%+9,17113F-HRTimeline
Avion Wealth95,662$20.3M4.25%+1,62413F-HRTimeline
Avior Wealth Management, LLC93,577$19.8M0.62%-7813F-HRTimeline
&PARTNERS92,191$19.5M0.1%+9,32813F-HRTimeline
Strategic Investment Advisors / MI88,207$18.7M1.62%+63,44613F-HRTimeline
Performa Ltd (US), LLC87,613$18.6M4.71%+10,11313F-HRTimeline
Discipline Wealth Solutions, LLC87,397$18.5M3.43%+65,73513F-HRTimeline
E&R Wealth Management, LLC87,204$18.5M19.27%13F-HRTimeline
Marmo Financial Group, LLC85,159$18M8.54%+88613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…84,951$18M0.58%-1,26913F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA82,878$17.6M0.08%13F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC80,476$17M3.11%-5,02213F-HRTimeline
Brooklyn FI, LLC79,749$16.9M3.61%-2,34313F-HRTimeline
Willis Investment Counsel78,792$16.7M0.86%+24,34413F-HRTimeline
HILLMAN CO78,406$16.6M5.76%013F-HRTimeline
Robinswood Financial LLC77,800$16.5M5.27%+2,66213F-HRTimeline
MAI Capital Management77,508$16.4M0.09%+14,56313F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC77,159$16.3M5.28%+2,92313F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC76,868$16.3M2.97%+3,15813F-HRTimeline
Family CFO Inc76,536$16.2M7.25%-22513F-HRTimeline
D.A. DAVIDSON & CO.75,445$16M0.1%+1,13713F-HRTimeline
LMG Wealth Partners, LLC75,342$16M2.98%-21213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC75,189$15.9M0.18%+2,62813F-HRTimelineGroup
Steward Partners Investment Advisory, L…75,015$15.9M0.09%+1,06613F-HRTimeline
Sequoia Financial Advisors, LLC74,677$15.8M0.09%-6,34513F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC74,298$15.7M1.7%013F-HRTimeline
Meridian Wealth Management, LLC73,777$15.6M0.55%+3,12313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.73,363$15.5M0.17%+29,74613F-HRTimelineGroup
Black Diamond Financial, LLC72,320$15.3M1.61%+3,47213F-HRTimeline
Traveka Wealth, LLC72,196$15.3M6.22%+70413F-HRTimeline
Advisory Services Network, LLC71,733$15.2M0.21%+7,66413F-HRTimeline
ARVEST INVESTMENTS, INC.71,359$15.1M2.12%+79813F-HRTimeline
UMB Bank, n.a.70,760$15M0.2%+53,09613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PEAPACK GLADSTONE FINANCIAL CORP69,276$14.7M0.18%+2,59813F-HRTimeline
Tradition Wealth Management, LLC67,795$14.4M1.03%-1,24013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC67,784$14.4M0.93%-25913F-HRTimeline
Texas Yale Capital Corp.67,650$14.3M0.43%-19913F-HRTimeline
BancFirst Trust & Investment Management65,865$14.1M5.81%013F-HRTimeline
Jacobsen Capital Management66,185$14M4.58%-1,90413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC65,659$13.9M0.18%-2,60113F-HRTimeline
Vestmark Advisory Solutions, Inc.65,635$13.9M0.19%+15,00613F-HRTimeline
HB Wealth Management, LLC64,301$13.6M0.09%+2,70813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC63,552$13.5M0.28%+613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC63,473$13.4M0.01%+20,39013F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC62,582$13.3M1.67%-3,01013F-HRTimeline
Payne Capital Management, LLC62,571$13.3M4.18%+2,19913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp62,314$13.2M<0.01%-4,11613F-HRTimelineGroup
Baltimore-Washington Financial Advisors…61,958$13.1M0.55%+1,65513F-HRTimeline
Checchi Capital Advisers, LLC61,834$13.1M0.89%-7,80613F-HRTimeline
Apella Capital, LLC60,684$12.9M0.25%-4,38913F-HRTimeline
Weinberger Asset Management, Inc60,160$12.7M4.59%-85213F-HRTimeline
Financial Synergies Wealth Advisors, In…60,086$12.7M1.23%+46213F-HRTimeline
JMAC ENTERPRISES LLC60,083$12.7M2.43%+1,49113F-HRTimeline
Flywheel Private Wealth LLC59,615$12.6M7.88%+2,32813F-HRTimeline
Pure Financial Advisors, LLC58,915$12.5M0.18%+2,74113F-HRTimeline
Eagle Strategies LLC58,630$12.4M1.59%+1,77613F-HRTimeline
Cherry Tree Wealth Management, LLC58,605$12.4M2.62%+20313F-HRTimeline
BLAIR WILLIAM & CO/IL58,483$12.4M0.03%+6,26213F-HRTimeline
Garde Capital, Inc.57,493$12.2M0.72%-29613F-HRTimeline
Center for Financial Planning, Inc.57,300$12.1M1.26%-72413F-HRTimeline
Praetorian Wealth Management, Inc.57,105$12.1M2.4%+48413F-HRTimeline
Compound Planning, Inc.57,018$12.1M0.36%-2,00113F-HRTimeline
Shepherd Financial Partners LLC56,128$11.9M1.1%-2,38413F-HRTimeline
Veery Capital, LLC54,583$11.6M3.55%+67313F-HRTimeline
Wharton Business Group, LLC54,088$11.5M0.44%-63313F-HRTimeline
Capital Advantage, Inc.54,068$11.5M1.54%+4,35413F-HRTimeline
Sepio Capital, LP53,832$11.4M0.62%+47513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …53,487$11.3M0.09%13F-HR/ATimelineGroup
Fee-Only Financial Planning, L.C.52,710$11.2M6.51%-17413F-HRTimeline
Steele Capital Management, Inc.52,268$11.1M0.48%+1,22713F-HRTimeline
Forbes Financial Planning, Inc.52,246$11.1M6.47%+6,92013F-HRTimeline
Janney Montgomery Scott LLC51,747$11M0.03%-1,85613F-HRTimeline
Lansing Street Advisors51,620$10.9M2.81%-9613F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC51,444$10.9M1.49%-6,89713F-HRTimeline
Firestone Capital Management51,083$10.8M2.3%-43113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…51,014$10.8M0.12%+1,31313F-HRTimelineGroup
Joel Isaacson & Co., LLC50,737$10.7M0.35%+42113F-HRTimeline
Gladwyn Financial Advisors, Inc.50,675$10.7M7.54%+76513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC50,315$10.7M0.53%-19813F-HRTimeline
One Degree Advisors Inc49,986$10.6M2.91%+1,56313F-HRTimeline
Bishop & Co Investment Management, LLC49,976$10.6M3.51%-3713F-HRTimeline
CX Institutional49,862$10.6M0.31%+1,24213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp49,517$10.5M0.03%-5,51913F-HR/ATimelineGroup
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …48,934$10.4M0.08%+47,63313F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC48,400$10.3M3.69%-1,04513F-HRTimeline