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Disclosery

VBR VANGUARD INDEX FDS

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SHS (fund)

1,702 managers (1,717 13F filers) reported a position in VBR shares at 2026-03-31, 85,380,301 shares in all. 114 filers opened a position and 54 filers sold out during the quarter.

Managers
1,702
13F filers
1,717
New
114
Added
663
Reduced
600
Sold out
54
Shares held by filers
85,380,301

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/13,400,994$2.91B0.21%-2,598,35413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,079,001$886M1.81%-300,43213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,816,657$829M0.05%+43,82313F-HRTimelineGroup
Betterment LLC2,917,128$634M1.2%-102,53813F-HRTimeline
ASPIRIANT, LLC1,739,529$378M10.76%+118,82113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,690,012$367M0.07%-20,37413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,615,358$351M+264,459Timeline
UBS Group AGgroup of 2 filers holding1,488,221$323M+95,613Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,486,561$323M0.3%-6,23613F-HRTimelineGroup
LPL Financial LLC1,481,210$322M0.09%+42,49513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,289,920$280M0.49%+53,90713F-HRTimeline
Cetera Investment Advisers1,164,853$253M0.27%+31,60713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,023,425$222M0.07%-31,12713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP984,444$210M0.1%+138,93513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding961,232$209M-21,921Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…846,309$184M0.11%+21,11413F-HRTimelineGroup
CHOREO, LLC822,036$179M2.19%+21,99113F-HRTimeline
Allworth Financial LP817,672$178M0.72%-5,27213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.809,258$176M0.26%+200,24913F-HRTimelineGroup
HighTower Advisors, LLC770,962$167M0.18%-40,97313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO752,625$160M0.01%+4,28013F-HR/ATimelineGroup
TIAAgroup of 3 filers holding698,991$152M-42,960Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC675,388$147M0.03%-37,91613F-HR/ATimelineGroup
MATHER GROUP, LLC.629,499$137M1.36%-5,48313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC563,135$122M0.17%-22,77913F-HRTimeline
RWA WEALTH PARTNERS, LLC522,808$114M1.24%+26,08413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC517,535$112M0.88%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC495,314$108M0.81%+26,61413F-HRTimeline
Mill Creek Capital Advisors, LLC488,482$106M2.18%+5,24913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA482,517$105M0.02%-3,62813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC473,557$103M0.12%+2,27413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…464,272$101M0.18%-10,56013F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…462,819$101M6.41%+81,61813F-HRTimelineGroup
Efficient Advisors, LLC397,932$86.5M6.14%-170,05313F-HRTimeline
JMG Financial Group, Ltd.392,210$85.2M2.35%+4,12513F-HRTimeline
Retirement Investment Advisors, Inc.393,959$83.4M6.72%+24413F-HRTimeline
Retirement Systems of Alabama382,480$83.1M0.28%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…379,793$82.5M0.05%+13,01313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/374,081$81.3M0.03%+24,57813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP371,224$80.7M0.07%+13,57113F-HRTimelineGroup
Modera Wealth Management, LLC339,227$73.7M0.88%-8,14213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP339,841$73.5M0.11%-11,50213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…324,522$70.9M0.16%-130,56013F-HRTimeline
Mokosak Advisory Group, LLC324,494$70.5M17.65%+1,07613F-HRTimeline
Rodgers & Associates, LTD317,351$68.9M7.02%-1,71713F-HRTimeline
Cresset Asset Management, LLC317,127$68.9M0.3%+9,05813F-HRTimeline
Creative Planningin group Creative Planning315,100$68.5M0.05%+3,05113F-HRTimelineGroup
1832 Asset Management L.P.297,406$64.6M0.09%-4,16013F-HRTimeline
Bragg Financial Advisors, Inc296,360$64.4M2.04%+1,07613F-HRTimeline
Financial Advisory Corp284,691$61.8M8.59%-4513F-HRTimeline
Mason Investment Advisory Services, Inc.283,035$61.5M2.84%-2,15913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC278,034$60.4M0.29%-3,67413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding274,432$59.6M+141,811Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…273,733$59.5M0.74%+5,88913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…271,341$58.9M0.36%-37,11113F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding269,384$58.5M+3,198Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC263,924$57.3M0.01%-52,74613F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC255,432$55.5M1.72%-8,03513F-HRTimeline
BAILARD, INC.253,684$55.1M1.27%+4,45313F-HRTimeline
WIT, LLC250,167$54.3M1.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP248,140$53.9M0.07%+20,92313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding239,396$52M+13,407Timeline
THOMPSON SIEGEL & WALMSLEY LLC237,827$51.7M0.91%-2,02013F-HRTimeline
Discipline Wealth Solutions, LLC237,724$51.6M5.44%+150,32713F-HRTimeline
Zhang Financial LLC226,556$49.2M1.7%-31413F-HRTimeline
Summit Financial, LLC215,831$46.9M0.6%+19,51013F-HRTimeline
Abacus Planning Group, Inc.212,551$46.2M6.22%-2,99913F-HRTimeline
Wealthspire Advisors, LLC205,310$44.6M0.35%+7,31113F-HRTimeline
Opal Wealth Advisors, LLC198,088$43M9.73%+5,32013F-HRTimeline
Foster Group, Inc.186,794$40.6M1.21%+39113F-HRTimeline
Comprehensive Financial Management LLC184,376$40.1M1.33%013F-HRTimeline
CWM, LLCin group CWM, LLC184,349$40M0.11%+10,40113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV180,680$39.3M0.06%+18,24513F-HRTimeline
Beacon Pointe Advisors, LLC179,371$39M0.21%+21,45813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\176,107$38.3M0.05%+20,62113F-HRTimelineGroup
Cambridge Investment Research Advisors,…175,837$38.2M0.1%+10,11413F-HRTimeline
Strategies Wealth Advisors, LLC174,938$38M3.82%-5,23513F-HRTimeline
MML INVESTORS SERVICES, LLC173,964$37.8M0.1%-28,29913F-HRTimeline
Sanctuary Advisors, LLC169,301$36.8M0.2%+92813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers160,387$34.8M0.05%+33413F-HRTimelineGroup
FMR LLCin group FMR LLC159,980$34.8M<0.01%+15,99513F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC157,323$34.2M7.54%+10,06913F-HRTimeline
Waldron Private Wealth LLC157,252$34.2M1.33%-5,12213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC157,156$34.1M0.14%+9,73113F-HRTimelineGroup
NewEdge Advisors, LLC153,935$33.4M0.12%+6,29913F-HR/ATimeline
Asset Management Group, Inc.152,663$33.2M5.36%+2,74513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.151,976$33M0.05%+7,99413F-HRTimelineGroup
Aaron Wealth Advisors LLC150,977$32.8M1.89%+12,72613F-HRTimeline
Marotta Asset Management147,767$32.2M5.94%+3,87113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.151,784$32.2M0.21%-41,34313F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co142,620$31M<0.01%-103,86813F-HRTimelineGroup
Verus Financial Partners, Inc.134,671$30.7M2.76%-3,14913F-HRTimeline
Merit Financial Group, LLC141,395$30.7M0.23%-2,49413F-HRTimeline
Grove Street Fiduciary, LLC137,682$29.9M13.18%-3,81713F-HRTimeline
Northwest Quadrant Wealth Management, L…136,500$29.7M6.16%+79613F-HRTimeline
McAdam, LLC133,535$29M1.31%-31513F-HRTimeline
Wealth Architects, LLC131,722$28.6M2.55%-1,21413F-HRTimeline
25 LLC131,383$28.5M8.8%-1,32613F-HRTimeline
Plante Moran Financial Advisors, LLC130,776$28.4M1.84%-5,99213F-HRTimeline
Empirical Financial Services, LLC d.b.a…128,493$27.9M0.49%-2,46113F-HRTimeline
BHK Investment Advisors, LLC125,316$27.2M9.1%-6,19413F-HRTimeline
Brickley Wealth Management124,827$27.1M4.65%+28513F-HRTimeline
Grey Fox Wealth Advisors, LLC123,784$26.9M5.19%+1,01213F-HRTimeline
World Investment Advisors123,221$26.8M0.43%-2,05813F-HRTimeline
Shakespeare Wealth Management, LLC114,711$24.9M5.9%+1,34013F-HRTimeline
Silver Coast Investments LLC107,975$23.5M7.49%+3,29513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.107,872$23.4M4.67%+4,44813F-HRTimeline
&PARTNERS105,529$22.9M0.11%+13,33813F-HRTimeline
Strategic Investment Advisors / MI105,370$22.9M1.58%+17,16313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC103,337$22.4M0.18%+7,55113F-HRTimeline
Partners in Financial Planning101,889$22.1M3.67%+28013F-HRTimeline
Private Advisor Group, LLC101,730$22.1M0.1%-44,30213F-HRTimeline
Pasadena Private Wealth, LLC101,570$22.1M3.06%-17,18113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC100,092$21.7M2.71%-24,76613F-HRTimeline
PDS Planning, Inc99,068$21.5M1.42%+20713F-HRTimeline
Performa Ltd (US), LLC98,553$21.4M4.84%+10,94013F-HRTimeline
Atria Investments, Inc97,589$21.2M0.24%-14,23113F-HRTimeline
OpenArc Corporate Advisory, LLC97,571$21.2M0.3%+59,46413F-HRTimeline
Avion Wealth94,971$20.6M4.26%-69113F-HRTimeline
TrueWealth Financial Partners94,707$20.6M8.2%new13F-HRTimeline
Avior Wealth Management, LLC93,968$20.4M0.58%+39113F-HRTimeline
Checchi Capital Advisers, LLC91,277$19.8M1.36%+29,44313F-HRTimeline
E&R Wealth Management, LLC90,451$19.7M19.57%+3,24713F-HRTimeline
Arax Advisory Partners87,989$19.1M0.54%+50,16113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC86,785$18.9M0.01%+23,31213F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA86,099$18.7M0.09%+3,22113F-HRTimelineGroup
Brooklyn FI, LLC85,516$18.6M3.9%+5,76713F-HRTimeline
Marmo Financial Group, LLC85,317$18.5M9.18%+15813F-HRTimeline
Willis Investment Counsel83,829$18.2M0.99%+5,03713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC83,405$18.1M0.18%+8,21613F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC82,391$17.9M4.84%+5,23213F-HRTimeline
D.A. DAVIDSON & CO.79,475$17.3M0.1%+4,03013F-HRTimeline
Robinswood Financial LLC79,391$17.2M5.43%+1,59113F-HR/ATimeline
STUDIO INVESTMENT MANAGEMENT LLC79,186$17.2M3.1%-1,29013F-HR/ATimeline
PRESILIUM PRIVATE WEALTH, LLC79,186$17.2M3.03%+2,31813F-HRTimeline
MAI Capital Management78,603$17.1M0.1%+1,09513F-HRTimeline
HILLMAN CO78,406$17M6.62%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…76,301$16.6M0.65%-8,65013F-HRTimelineGroup
Meridian Wealth Management, LLC75,953$16.5M0.59%+2,17613F-HRTimeline
LMG Wealth Partners, LLC75,599$16.4M2.99%+25713F-HRTimeline
Family CFO Inc74,220$16.1M7.22%-2,31613F-HRTimeline
Black Diamond Financial, LLC74,035$16.1M1.76%+1,71513F-HRTimeline
Steward Partners Investment Advisory, L…73,662$16M0.08%-1,35313F-HRTimeline
Sequoia Financial Advisors, LLC72,040$15.7M0.09%-2,63713F-HRTimeline
ARVEST INVESTMENTS, INC.71,122$15.5M2.11%-23713F-HRTimeline
Steele Capital Management, Inc.70,714$15.4M0.64%+18,44613F-HRTimeline
Vestmark Advisory Solutions, Inc.70,237$15.3M0.17%+4,60213F-HRTimeline
Tradition Wealth Management, LLC69,591$15.1M1.08%+1,79613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.69,324$15.1M0.17%-4,03913F-HRTimelineGroup
Traveka Wealth, LLC68,962$15M5.72%-3,23413F-HRTimeline
Apella Capital, LLC64,028$14.9M0.22%+3,34413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP68,237$14.8M0.19%-1,03913F-HRTimeline
UMB Bank, n.a.68,053$14.8M0.21%-2,70713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Texas Yale Capital Corp.67,450$14.7M0.42%-20013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC65,567$14.2M1.75%+2,98513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC65,433$14.2M0.3%+1,88113F-HRTimelineGroup
Baltimore-Washington Financial Advisors…65,393$14.2M0.61%+3,43513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC61,499$14.1M0.18%-4,16013F-HRTimeline
BancFirst Trust & Investment Management65,814$14M6.17%-5113F-HRTimeline
Jacobsen Capital Management64,135$13.9M4.71%-2,05013F-HRTimeline
HB Wealth Management, LLC63,575$13.8M0.09%-72613F-HRTimeline
Payne Capital Management, LLC63,472$13.8M4.18%+90113F-HRTimeline
Advisory Services Network, LLC62,436$13.6M0.18%-9,29713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.62,486$13.5M0.02%13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp62,093$13.5M<0.01%-22113F-HRTimelineGroup
JMAC ENTERPRISES LLC60,738$13.2M2.53%+65513F-HRTimeline
Compound Planning, Inc.60,558$13.2M0.41%+3,54013F-HRTimeline
Weinberger Asset Management, Inc60,270$13.1M4.91%+11013F-HRTimeline
Flywheel Private Wealth LLC60,241$13.1M7.45%+62613F-HRTimeline
Coastline Trust Co59,379$12.9M1.28%-37,60113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Praetorian Wealth Management, Inc.57,215$12.9M2.45%+11013F-HRTimeline
BLAIR WILLIAM & CO/IL59,206$12.9M0.04%+72313F-HRTimeline
FIDUCIENT ADVISORS LLC59,125$12.8M1.68%-47,22813F-HRTimeline
Financial Synergies Wealth Advisors, In…59,084$12.8M1.23%-1,00213F-HRTimeline
Pure Financial Advisors, LLC58,915$12.8M0.18%013F-HRTimeline
Eagle Strategies LLC58,169$12.6M1.51%-46113F-HRTimeline
HARBOUR INVESTMENTS, INC.57,450$12.5M0.19%+38,86013F-HRTimeline
Garde Capital, Inc.57,225$12.4M0.74%-26813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56,595$12.3M0.89%-11,18913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…56,580$12.3M3.35%+10,14313F-HR/ATimeline
Everhart Financial Group, Inc.56,396$12.3M1.04%+18,18813F-HRTimeline
Cherry Tree Wealth Management, LLC56,142$12.2M2.58%-2,46313F-HRTimeline
Veery Capital, LLC56,113$12.2M3.74%+1,53013F-HRTimeline
Center for Financial Planning, Inc.55,764$12.1M1.26%-1,53613F-HRTimeline
Janney Montgomery Scott LLC54,998$11.9M0.03%+3,25113F-HRTimeline
Capital Advantage, Inc.54,431$11.8M1.55%+36313F-HRTimeline
Shepherd Financial Partners LLC54,253$11.8M1.12%-1,87513F-HRTimeline
Forbes Financial Planning, Inc.54,079$11.7M6.79%+1,83313F-HRTimeline
Wharton Business Group, LLC53,419$11.6M0.44%-66913F-HRTimeline
Sepio Capital, LP52,848$11.5M0.62%-98413F-HRTimeline
Fee-Only Financial Planning, L.C.52,537$11.4M6.89%-17313F-HRTimeline
Firestone Capital Management52,086$11.3M2.36%+1,00313F-HRTimeline
Kohmann Bosshard Financial Services, LLC51,755$11.2M1.09%+4,82913F-HR/ATimeline
Lansing Street Advisors51,451$11.2M2.82%-16913F-HRTimeline
Gladwyn Financial Advisors, Inc.51,030$11.1M7.71%+35513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,804$11M0.12%-21013F-HRTimelineGroup
One Degree Advisors Inc50,372$10.9M2.87%+38613F-HRTimeline
Peak Retirement Planning, Inc.50,212$10.9M2.18%+15,46913F-HRTimeline
Quantinno Capital Management LP49,253$10.7M0.02%+4,80613F-HRTimeline
Joel Isaacson & Co., LLC49,232$10.7M0.35%-1,50513F-HRTimeline