# VANGUARD INDEX FDS (VBR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VBR/

- Reporting holders: 111
- Reported value: $534.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [STEPHENS GROUP ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1726808-stephens-group-asset-management-llc/) | $107.8M | 466,502 | 6.2% | 28 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $63.6M | 275,370 | 3.9% | 24 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $35.6M | 154,175 | 7.2% | 32 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $34.3M | 148,437 | 5.8% | 27 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $26.8M | 115,980 | 4.4% | 16 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $18.6M | 80,304 | 2.1% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $13.9M | 60,050 | 0.2% | 26 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $13.6M | 59,018 | 1.3% | 32 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $13.6M | 58,722 | 3.6% | 24 |
| [Gladwyn Financial Advisors, Inc.](https://holderbook.com/funds/2078684-gladwyn-financial-advisors-inc/) | $11.9M | 51,362 | 7.6% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.6M | 50,074 | 0.1% | 16 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $9.4M | 40,565 | 5.6% | 16 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $9.2M | 39,813 | 2.0% | 24 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $8.5M | 36,924 | 1.5% | 4 |
| [Arbor Wealth Advisors LLC](https://holderbook.com/funds/2009890-arbor-wealth-advisors-llc/) | $8.4M | 36,177 | 5.2% | 12 |
| [General Partner, Inc.](https://holderbook.com/funds/1800508-general-partner-inc/) | $8.3M | 35,936 | 4.4% | 16 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $8.1M | 35,016 | 1.7% | 24 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $8.1M | 34,888 | 0.9% | 20 |
| [ATMOS ADVISORY, LLC](https://holderbook.com/funds/1905162-atmos-advisory-llc/) | $8.1M | 34,878 | 4.3% | 20 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $5.8M | 25,074 | 0.2% | 15 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $5.8M | 25,056 | 0.2% | 32 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $5.4M | 23,572 | 1.7% | 1 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $4.8M | 20,695 | 0.4% | 28 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $4.8M | 27,654 | 0.1% | 32 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $4.4M | 19,068 | 0.5% | 24 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 111 | $534.5M |
| Q2 2026 | 1,767 | $21.5B |
| Q1 2026 | 1,706 | $19.0B |
| Q4 2025 | 1,664 | $18.9B |
| Q3 2025 | 1,580 | $18.0B |
| Q2 2025 | 1,569 | $16.9B |
| Q1 2025 | 1,532 | $16.3B |
| Q4 2024 | 1,593 | $18.0B |
| Q3 2024 | 1,432 | $18.1B |
| Q2 2024 | 1,371 | $16.2B |
| Q1 2024 | 1,380 | $18.4B |
| Q4 2023 | 1,385 | $16.8B |