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Disclosery

VBR VANGUARD INDEX FDS

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SHS (fund)

Filings received so far for Q3 2026: 181 13F filers report a position in VBR shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…466,502$108M6.16%+3,36013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…375,746$87.9M0.13%+58,29313F-HRTimeline
Everhart Financial Group, Inc.275,370$63.6M3.92%+19,98513F-HRTimeline
BAILARD, INC.259,453$59.9M1.21%+1,98013F-HRTimeline
Foster Group, Inc.178,865$41.3M1.12%-5,94713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC154,175$35.6M7.23%+7,47113F-HRTimeline
Marotta Asset Management148,437$34.3M5.82%+63113F-HRTimeline
Aaron Wealth Advisors LLC146,065$33.7M1.65%+3,97113F-HRTimeline
25 LLC128,867$29.8M8.11%-2,51113F-HRTimeline
Grove Street Fiduciary, LLC121,329$28M12.7%-13,63313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.115,980$26.8M4.36%+1,29913F-HRTimeline
Avior Wealth Management, LLC90,686$21M0.55%-2513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC80,304$18.6M2.11%-1,06413F-HRTimeline
Apella Capital, LLC60,050$13.9M0.18%-2,00813F-HRTimeline
Coastline Trust Co59,018$13.6M1.27%-33213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Veery Capital, LLC58,722$13.6M3.62%+1,19513F-HRTimeline
Gladwyn Financial Advisors, Inc.51,362$11.9M7.58%-89913F-HRTimeline
Clayton Financial Group LLC50,907$11.8M6.18%+3,88813F-HRTimeline
Farther Finance Advisors, LLC50,074$11.6M0.08%+4,76913F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC40,565$9.37M5.63%+72813F-HRTimeline
JBGlobal.com LLC40,255$9.3M8.23%-1,99513F-HRTimeline
Prosperity Planning, Inc.39,813$9.2M2.04%-1,32113F-HRTimeline
Ifrah Financial Services, Inc.38,152$8.81M2.23%-74113F-HRTimeline
DIVERSIFIED MANAGEMENT INC36,924$8.53M1.49%-37013F-HRTimeline
Towerpoint Wealth, LLC36,915$8.53M3.02%+12113F-HRTimeline
Arbor Wealth Advisors LLC36,177$8.36M5.21%+3213F-HRTimeline
General Partner, Inc.35,936$8.3M4.45%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC35,016$8.09M1.67%-37913F-HRTimeline
RTD Financial Advisors, Inc.34,888$8.06M0.88%-1,11513F-HRTimeline
ATMOS ADVISORY, LLC34,878$8.06M4.29%+20713F-HRTimeline
CX Institutional32,187$7.44M0.2%+1,99113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,052$6.02M0.11%+61413F-HRTimelineGroup
E&G Advisors, LLC25,656$5.92M1.14%+46213F-HRTimeline
Fluent Financial, LLC25,582$5.91M2.02%+7,92713F-HRTimeline
Avidian Wealth Enterprises, LLC25,074$5.79M0.16%-24313F-HRTimeline
MassMutual Private Wealth & Trust, FSB25,056$5.79M0.15%-1,22313F-HRTimeline
LifeGoal Investments, LLC23,572$5.45M1.66%new13F-HRTimeline
Heartwood Wealth Advisors LLC20,695$4.78M0.38%+10813F-HRTimeline
Valeo Financial Advisors, LLC27,654$4.76M0.1%-1,56013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV19,068$4.41M0.49%-36313F-HRTimeline
Councilor Wealth, LLC18,129$4.19M1.73%-58713F-HRTimeline
Echo45 Advisors LLC18,074$4.18M1.9%+18813F-HRTimeline
Bangor Savings Bank18,071$4.17M0.32%-54913F-HRTimeline
Wedmont Private Capital17,798$4.16M0.1%-2,40813F-HRTimeline
Krilogy Financial LLC17,684$4.15M0.11%-34213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC17,748$4.1M0.48%+1313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,266$3.99M0.07%+1,08913F-HRTimeline
Acropolis Investment Management, LLC15,306$3.54M0.14%+1,02813F-HRTimeline
Pathway Financial Advisors LLC15,081$3.48M0.38%-5213F-HRTimeline
Trust Co13,802$3.19M0.28%+3,02013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA13,344$3.08M0.2%-36113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC12,798$2.96M0.2%+64013F-HRTimeline
PARK NATIONAL CORP /OH/12,386$2.86M0.08%-4,72013F-HRTimeline
Cambridge Financial Group, LLC11,235$2.73M0.86%+313F-HRTimeline
Capital Advisors Wealth Management, LLC11,487$2.65M0.3%-2913F-HRTimeline
Signal Advisors Wealth, LLC10,694$2.47M0.11%+5,01213F-HRTimeline
Factor Wealth Management LTD10,630$2.46M0.38%+21113F-HRTimeline
Family Legacy, Inc.9,639$2.23M0.61%-23213F-HRTimeline
Grove Bank & Trust9,235$2.13M0.21%+6113F-HRTimeline
Financial Enhancement Group LLC9,110$2.12M0.24%+1,05313F-HRTimeline
B. Riley Wealth Advisors, Inc.9,123$2.11M0.08%+1,18313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,085$2.1M0.42%013F-HRTimeline
CHAPIN DAVIS, INC.8,724$2.02M0.39%+1513F-HRTimeline
SAPIENT CAPITAL LLC8,651$2M0.03%+4213F-HRTimeline
SAX WEALTH ADVISORS, LLC8,521$1.97M0.06%-6,79213F-HRTimeline
Breakwater Capital Group8,481$1.96M0.23%-4813F-HRTimeline
LS Investment Advisors, LLC8,461$1.95M0.26%-6913F-HRTimeline
Compton Wealth Advisory Group, LLC8,362$1.94M0.4%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.8,058$1.86M0.22%+23613F-HRTimeline
Paragon Capital Management Ltd7,986$1.84M0.34%-28313F-HRTimeline
Friday Financial7,920$1.84M0.36%+1,10513F-HRTimeline
Pioneer Wealth Management Group7,950$1.84M0.43%-64313F-HRTimeline
BigSur Wealth Management LLC7,466$1.72M0.41%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC7,298$1.69M0.21%-53813F-HRTimeline
Sherman Wealth Management LLC6,221$1.51M1.14%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,028$1.39M0.2%-87513F-HRTimeline
Cadent Capital Advisors, LLC6,014$1.39M0.3%-12113F-HRTimeline
Dynamic Advisor Solutions LLC5,885$1.36M0.04%-13713F-HRTimeline
Cooksen Wealth, LLC5,316$1.25M0.76%-17613F-HRTimeline
Strategic Financial Group, LLC5,352$1.24M1.2%+15913F-HRTimeline
MJT & Associates Financial Advisory Gro…5,114$1.18M0.76%-18113F-HRTimeline
Asempa Wealth Advisors4,731$1.1M0.86%-5013F-HRTimeline
Prospera Capital Management, LLC4,454$1.08M0.34%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.4,427$1.02M0.17%+4713F-HRTimeline
Level Financial Advisors4,331$1M0.22%-22213F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,290$991K0.09%-7613F-HRTimeline
Pacific Park Financial, Inc.4,288$991K0.59%+1,15313F-HRTimeline
Worth Asset Management, LLC4,246$981K0.29%new13F-HRTimeline
Vannoy Advisory Group, Inc.4,150$959K0.55%-213F-HRTimeline
Compass Financial Group, INC/SD4,142$957K0.1%-76613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,943$911K0.59%-11113F-HRTimeline
Spinnaker Investment Group, LLC3,886$898K0.14%013F-HRTimeline
Fermata Advisors, LLC3,781$873K0.17%-31913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,665$847K0.07%-21113F-HRTimelineGroup
Chesley Taft & Associates LLC3,587$829K0.03%013F-HRTimeline
Balefire, LLC3,569$825K0.13%-37013F-HRTimeline
Koenig Investment Advisory, LLC3,262$754K0.55%-5013F-HRTimeline
Exchange Bank3,200$739K0.46%+40913F-HRTimeline
Downshift Financial, LLC3,115$720K0.32%+913F-HRTimeline
Bestgate Wealth Advisors, LLC3,035$701K0.44%-58213F-HRTimeline
RHS Financial, LLC2,942$680K0.23%013F-HRTimeline
Centurion Wealth Management LLC2,849$658K0.16%+213F-HRTimeline
Merited Wealth, LLC2,799$647K0.45%-22513F-HRTimeline
Hardin Capital Partners, LLC2,534$585K0.29%+23313F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,519$582K0.18%+513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,510$580K0.39%-4313F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,456$567K0.07%-19113F-HRTimelineGroup
Legacy Private Trust Co.2,423$560K0.03%+7213F-HRTimeline
Tactive Advisors, LLC2,372$548K0.13%-23113F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.2,336$540K0.36%+313F-HRTimeline
Versant Capital Management, Inc2,181$504K0.04%+113F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,150$497K0.24%+313F-HRTimeline
DOLIVER ADVISORS, LP2,125$491K0.11%+1713F-HRTimeline
Iowa State Bank2,099$485K0.08%013F-HRTimeline
Dominguez Wealth Management Solutions, …2,094$484K0.27%-3713F-HRTimeline
Galvin, Gaustad & Stein, LLC2,079$480K0.04%-22013F-HRTimeline
Financial Futures Ltd Liability Co.2,060$476K0.18%013F-HRTimeline
Apeiron RIA LLC2,043$475K0.11%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,977$457K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,959$453K0.13%-6013F-HRTimeline
CoreCap Advisors, LLC1,918$443K0.01%-6813F-HRTimeline
MKD WEALTH COACHES, LLC1,860$430K0.36%new13F-HRTimeline
Ridgewood Investments LLC1,848$427K0.16%-1313F-HRTimeline
CGC Financial Services, LLC1,841$425K0.09%013F-HRTimeline
Connecticut Wealth Management, LLC1,767$408K0.01%+9513F-HRTimeline
Outbound Financial Inc1,727$399K0.25%013F-HRTimeline
EASTERN BANK1,589$367K0.01%+8013F-HRTimeline
LWM ADVISORS INC1,532$354K0.27%+2313F-HRTimeline
Richard P Slaughter Associates Inc1,501$347K0.07%-3013F-HRTimeline
Thrive Wealth Management, LLC1,500$346K0.04%+3013F-HRTimeline
Yoder Wealth Management, Inc.1,423$329K0.12%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,372$317K0.02%+14613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC1,369$316K0.08%+613F-HRTimeline
Hippocratic Financial Advisors, LLC1,323$306K0.12%013F-HRTimeline
New Covenant Trust Company, N.A.1,296$299K0.21%-18113F-HRTimeline
Sound Income Strategies, LLC1,277$299K0.01%-4913F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV1,264$292K0.25%-5013F-HRTimeline
Crumly & Associates Inc.1,242$287K0.05%013F-HRTimeline
Lexington Hill Partners, LLC1,237$286K0.13%+513F-HRTimeline
Intelligence Driven Advisers, LLC1,223$283K0.05%+513F-HRTimeline
Harbour Capital Advisors, LLC1,207$279K0.05%013F-HRTimeline
Cooper Financial Group1,148$265K0.02%-1513F-HRTimeline
First PREMIER Bank1,129$261K0.04%+21913F-HRTimeline
Pearl Planning LLC1,113$257K0.11%-37013F-HRTimeline
Accel Wealth Management1,105$255K0.06%+1013F-HRTimeline
4WEALTH ADVISORS, INC.1,052$245K0.17%+1013F-HRTimeline
Post Resch Tallon Group Inc.1,047$242K0.17%+6913F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,042$241K0.06%-113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,013$234K0.05%-2513F-HRTimeline
jvl associates llc963$222K0.06%013F-HRTimeline
First Heartland Consultants, Inc.947$219K0.01%-30513F-HRTimeline
Regent Peak Wealth Advisors LLC916$212K0.04%-2113F-HRTimeline
Kaizen Financial Strategies907$210K0.08%new13F-HRTimeline
Financial Planning Hawaii, Inc.899$208K0.11%new13F-HRTimeline
Venture Visionary Partners LLC893$206K0.01%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC880$203K0.19%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP844$195K0.01%013F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC811$187K0.08%013F-HRTimeline
ATWOOD & PALMER INC651$150K0.01%+20013F-HRTimeline
GAMMA Investing LLC593$137K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.450$104K0.01%-9513F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC400$92.4K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.384$88.8K0.02%-10013F-HRTimeline
WEST PACES ADVISORS INC.314$72.7K0.01%+113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC314$72.5K<0.01%+813F-HRTimeline
Investors Research Corp291$67.2K0.01%-5013F-HRTimeline
Horrell Capital Management, Inc.232$53.6K0.03%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP168$38.8K<0.01%013F-HRTimeline
Marquette Asset Management, LLC124$28.6K<0.01%013F-HRTimeline
Planning Strategies Inc.109$25.2K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.89$20.5K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC60$13.9K0.01%013F-HRTimeline
Davis Capital Management49$11.3K0.01%013F-HRTimeline
STEPH & CO37$8.55K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA37$8.55K<0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/35$8.09K<0.01%013F-HRTimeline
GK Wealth Management LLC32$7.39K<0.01%new13F-HRTimeline
Meriwether Wealth & Planning, LLC26$6.01K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division24$5.54K<0.01%013F-HRTimeline
Rydar Equities, Inc.12$2.69K<0.01%new13F-HRTimeline
Bullock Wealth Management Group9$2.16K<0.01%013F-HRTimeline