VANGUARD INDEX FDS (VBR)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
111
Reporting holders
$534.5M
Reported value
0.0%
Calls
0.0%
Puts
-1,656
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $107.8M | 466,502 | 6.16% | 28q | +0.7%+$776.3K |
| Everhart Financial Group, Inc. | $63.6M | 275,370 | 3.92% | 24q | +7.8%+$4.6M |
| WALLER FINANCIAL PLANNING GROUP, INC | $35.6M | 154,175 | 7.23% | 32q | +5.1%+$1.7M |
| Marotta Asset Management | $34.3M | 148,437 | 5.82% | 27q | HELD |
| Whitaker-Myers Wealth Managers, LTD. | $26.8M | 115,980 | 4.36% | 16q | +1.1%+$300.1K |
| INSPIRION WEALTH ADVISORS, LLC | $18.6M | 80,304 | 2.11% | 32q | -1.3%-$245.8K |
| Apella Capital, LLC | $13.9M | 60,050 | 0.18% | 26q | -3.2%-$466.2K |
| Coastline Trust Co | $13.6M | 59,018 | 1.27% | 32q | -0.6%-$76.7K |
| Veery Capital, LLC | $13.6M | 58,722 | 3.62% | 24q | +2.1%+$276.1K |
| Gladwyn Financial Advisors, Inc. | $11.9M | 51,362 | 7.58% | 6q | -1.7%-$207.7K |
| Farther Finance Advisors, LLC | $11.6M | 50,074 | 0.08% | 16q | +10.5%+$1.1M |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $9.4M | 40,565 | 5.63% | 16q | +1.8%+$168.2K |
| Prosperity Planning, Inc. | $9.2M | 39,813 | 2.04% | 24q | -3.2%-$305.2K |
| DIVERSIFIED MANAGEMENT INC | $8.5M | 36,924 | 1.49% | 4q | -1.0%-$85.5K |
| Arbor Wealth Advisors LLC | $8.4M | 36,177 | 5.21% | 12q | HELD |
| General Partner, Inc. | $8.3M | 35,936 | 4.45% | 16q | HELD |
| COLLECTIVE FAMILY OFFICE LLC | $8.1M | 35,016 | 1.67% | 24q | -1.1%-$87.6K |
| RTD Financial Advisors, Inc. | $8.1M | 34,888 | 0.88% | 20q | -3.1%-$257.6K |
| ATMOS ADVISORY, LLC | $8.1M | 34,878 | 4.29% | 20q | +0.6%+$47.8K |
| Avidian Wealth Enterprises, LLC | $5.8M | 25,074 | 0.16% | 15q | -1.0%-$56.1K |
| MassMutual Private Wealth & Trust, FSB | $5.8M | 25,056 | 0.15% | 32q | -4.7%-$282.5K |
| LifeGoal Investments, LLC | $5.4M | 23,572 | 1.66% | new | NEW |
| Heartwood Wealth Advisors LLC | $4.8M | 20,695 | 0.38% | 28q | +0.5%+$25.0K |
| Valeo Financial Advisors, LLC | $4.8M | 27,654 | 0.10% | 32q | -5.3%-$268.7K |
| ECLECTIC ASSOCIATES INC /ADV | $4.4M | 19,068 | 0.49% | 24q | -1.9%-$83.9K |
| Councilor Wealth, LLC | $4.2M | 18,129 | 1.73% | 12q | -3.1%-$135.6K |
| Echo45 Advisors LLC | $4.2M | 18,074 | 1.90% | 20q | +1.1%+$43.4K |
| Bangor Savings Bank | $4.2M | 18,071 | 0.32% | 32q | -2.9%-$126.8K |
| Wedmont Private Capital | $4.2M | 17,798 | 0.10% | 20q | -11.9%-$563.2K |
| Acropolis Investment Management, LLC | $3.5M | 15,306 | 0.14% | 23q | -45.2%-$2.9M |
| Pathway Financial Advisors LLC | $3.5M | 15,081 | 0.38% | 31q | HELD |
| Trust Co | $3.2M | 13,802 | 0.28% | 32q | +28.0%+$697.7K |
| PARK NATIONAL CORP /OH/ | $2.9M | 12,386 | 0.08% | 3q | -27.6%-$1.1M |
| Cambridge Financial Group, LLC | $2.7M | 11,235 | 0.86% | 12q | HELD |
| Capital Advisors Wealth Management, LLC | $2.7M | 11,487 | 0.30% | 23q | HELD |
| Factor Wealth Management LTD | $2.5M | 10,630 | 0.38% | 8q | +2.0%+$48.7K |
| Grove Bank & Trust | $2.1M | 9,235 | 0.21% | 32q | +0.7%+$14.1K |
| Financial Enhancement Group LLC | $2.1M | 9,110 | 0.24% | 3q | +13.1%+$244.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $2.1M | 9,085 | 0.41% | 5q | HELD |
| CHAPIN DAVIS, INC. | $2.0M | 8,724 | 0.39% | 16q | HELD |
| SAPIENT CAPITAL LLC | $2.0M | 8,651 | 0.03% | 12q | -49.8%-$2.0M |
| Breakwater Capital Group | $2.0M | 8,481 | 0.23% | 16q | -0.6%-$11.1K |
| Paragon Capital Management Ltd | $1.8M | 7,986 | 0.34% | 23q | -3.4%-$65.4K |
| Friday Financial | $1.8M | 7,920 | 0.36% | 8q | +16.2%+$256.9K |
| Pioneer Wealth Management Group | $1.8M | 7,950 | 0.43% | 15q | -7.5%-$148.6K |
| RIVERSEDGE ADVISORS, LLC | $1.7M | 7,298 | 0.21% | 21q | -6.9%-$124.3K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $1.4M | 6,028 | 0.20% | 30q | -12.7%-$202.1K |
| Cadent Capital Advisors, LLC | $1.4M | 6,014 | 0.30% | 13q | -2.0%-$28.0K |
| Strategic Financial Group, LLC | $1.2M | 5,352 | 1.20% | 3q | +3.1%+$36.7K |
| MJT & Associates Financial Advisory Group, Inc. | $1.2M | 5,114 | 0.76% | 7q | -3.4%-$41.8K |
| Asempa Wealth Advisors | $1.1M | 4,731 | 0.84% | 4q | -1.0%-$11.6K |
| Conrad Siegel Investment Advisors, Inc. | $1.0M | 4,427 | 0.17% | 20q | +1.1%+$10.9K |
| Graves Light Lenhart Wealth, Inc. | $991.0K | 4,290 | 0.09% | 24q | -1.7%-$17.6K |
| Worth Asset Management, LLC | $981.0K | 4,246 | 0.29% | new | NEW |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $910.9K | 3,943 | 0.59% | 8q | -2.7%-$25.6K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $846.7K | 3,665 | 0.07% | 9q | -5.4%-$48.7K |
| Balefire, LLC | $824.5K | 3,569 | 0.13% | 6q | -9.4%-$85.5K |
| Koenig Investment Advisory, LLC | $753.7K | 3,262 | 0.55% | 4q | -1.5%-$11.6K |
| Exchange Bank | $739.3K | 3,200 | 0.46% | 12q | +14.7%+$94.5K |
| Hardin Capital Partners, LLC | $585.5K | 2,534 | 0.29% | 10q | +10.1%+$53.8K |
| GILPIN WEALTH MANAGEMENT, LLC | $579.9K | 2,510 | 0.39% | 4q | -1.7%-$9.9K |
| Legacy Private Trust Co. | $559.8K | 2,423 | 0.03% | 22q | +3.1%+$16.6K |
| Tactive Advisors, LLC | $548.0K | 2,372 | 0.13% | 6q | -8.9%-$53.4K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $539.8K | 2,336 | 0.36% | 12q | HELD |
| Versant Capital Management, Inc | $503.9K | 2,181 | 0.04% | 32q | HELD |
| Taylor & Morgan Wealth Management, LLC | $496.8K | 2,150 | 0.24% | 20q | HELD |
| DOLIVER ADVISORS, LP | $490.9K | 2,125 | 0.11% | 3q | +0.8%+$3.9K |
| Iowa State Bank | $484.9K | 2,099 | 0.08% | 7q | HELD |
| Dominguez Wealth Management Solutions, Inc. | $483.8K | 2,094 | 0.27% | 16q | -1.7%-$8.5K |
| Galvin, Gaustad & Stein, LLC | $480.4K | 2,079 | 0.04% | 23q | -9.6%-$50.8K |
| Apeiron RIA LLC | $475.0K | 2,043 | 0.11% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $452.7K | 1,959 | 0.13% | 15q | -3.0%-$13.9K |
| CoreCap Advisors, LLC | $443.1K | 1,918 | 0.01% | 9q | -3.4%-$15.7K |
| MKD WEALTH COACHES, LLC | $429.7K | 1,860 | 0.36% | new | NEW |
| Ridgewood Investments LLC | $426.9K | 1,848 | 0.16% | 15q | -0.7%-$3.0K |
| EASTERN BANK | $367.1K | 1,589 | 0.01% | 8q | +5.3%+$18.5K |
| LWM ADVISORS INC | $353.9K | 1,532 | 0.27% | 8q | +1.5%+$5.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $317.0K | 1,372 | 0.02% | 4q | +11.9%+$33.7K |
| RFG - Bristol Wealth Advisors, LLC | $316.3K | 1,369 | 0.08% | 6q | HELD |
| New Covenant Trust Company, N.A. | $299.4K | 1,296 | 0.21% | 11q | -12.3%-$41.8K |
| Sound Income Strategies, LLC | $298.6K | 1,277 | 0.01% | 14q | -3.7%-$11.5K |
| FELL CAPITAL MANAGEMENT /ADV | $292.0K | 1,264 | 0.25% | 4q | -3.8%-$11.6K |
| Crumly & Associates Inc. | $286.9K | 1,242 | 0.05% | 5q | HELD |
| Intelligence Driven Advisers, LLC | $282.7K | 1,223 | 0.05% | 10q | HELD |
| Cooper Financial Group | $265.1K | 1,148 | 0.02% | 3q | -1.3%-$3.5K |
| Post Resch Tallon Group Inc. | $241.9K | 1,047 | 0.17% | 5q | +7.1%+$15.9K |
| CYPRESS FINANCIAL PLANNING LLC | $240.7K | 1,042 | 0.06% | 2q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $233.9K | 1,013 | 0.05% | 2q | -2.4%-$5.8K |
| jvl associates llc | $222.5K | 963 | 0.06% | 5q | HELD |
| First Heartland Consultants, Inc. | $218.8K | 947 | 0.01% | 32q | -24.4%-$70.5K |
| Kaizen Financial Strategies | $209.6K | 907 | 0.08% | new | NEW |
| Venture Visionary Partners LLC | $206.3K | 893 | 0.01% | new | NEW |
| CogentBlue Wealth Advisors, LLC | $203.3K | 880 | 0.19% | 2q | HELD |
| TOMPKINS FINANCIAL CORP | $195.0K | 844 | 0.01% | 31q | HELD |
| ATWOOD & PALMER INC | $150.3K | 651 | 0.01% | 3q | +44.3%+$46.2K |
| GAMMA Investing LLC | $137.0K | 593 | 0.00% | 8q | HELD |
| Wealth Enhancement Trust Services, Inc. | $104.0K | 450 | 0.01% | 4q | -60.6%-$159.6K |
| ARMSTRONG ADVISORY GROUP, INC | $72.5K | 314 | 0.00% | 16q | +2.6%+$1.8K |
| Investors Research Corp | $67.2K | 291 | 0.01% | 31q | -14.7%-$11.6K |
| Horrell Capital Management, Inc. | $53.6K | 232 | 0.03% | 8q | HELD |
Showing the largest 100 of 113 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 111 | $534.5M | 2,319,238 | 7 | 27 | 46 | 0.0% |
| Q2 2026 | 1,767 | $21.5B | 88,325,062 | 108 | 512 | 575 | 0.1% |
| Q1 2026 | 1,706 | $19.0B | 87,276,337 | 111 | 547 | 533 | 0.1% |
| Q4 2025 | 1,664 | $18.9B | 87,313,752 | 72 | 546 | 458 | 0.1% |
| Q3 2025 | 1,580 | $18.0B | 86,316,816 | 101 | 481 | 509 | 0.1% |
| Q2 2025 | 1,569 | $16.9B | 86,563,751 | 112 | 456 | 566 | 0.1% |
| Q1 2025 | 1,532 | $16.3B | 87,240,310 | 70 | 514 | 542 | 0.1% |
| Q4 2024 | 1,593 | $18.0B | 90,844,763 | 88 | 532 | 396 | 0.1% |
| Q3 2024 | 1,432 | $18.1B | 90,014,837 | 95 | 472 | 454 | 0.1% |
| Q2 2024 | 1,371 | $16.2B | 88,851,053 | 59 | 439 | 464 | 0.1% |
| Q1 2024 | 1,380 | $18.4B | 96,117,856 | 67 | 449 | 480 | 0.1% |
| Q4 2023 | 1,385 | $16.8B | 93,210,983 | 102 | 441 | 434 | 0.2% |
| Q3 2023 | 1,240 | $14.1B | 88,272,249 | 59 | 433 | 391 | 0.1% |
| Q2 2023 | 1,236 | $14.4B | 86,833,363 | 77 | 414 | 430 | 0.1% |
| Q1 2023 | 1,208 | $13.7B | 86,378,996 | 65 | 433 | 394 | 0.1% |
| Q4 2022 | 1,218 | $15.0B | 94,616,694 | 102 | 431 | 345 | 0.1% |
| Q3 2022 | 1,088 | $11.8B | 81,593,920 | 48 | 417 | 336 | 0.2% |
| Q2 2022 | 1,140 | $12.5B | 83,440,411 | 73 | 414 | 368 | 0.1% |
| Q1 2022 | 1,154 | $15.8B | 89,497,168 | 83 | 457 | 310 | 0.1% |
| Q4 2021 | 1,144 | $16.0B | 89,393,169 | 68 | 428 | 266 | 0.2% |
| Q3 2021 | 992 | $14.2B | 83,863,657 | 52 | 391 | 274 | 0.1% |
| Q2 2021 | 993 | $14.2B | 81,556,019 | 75 | 379 | 295 | 0.1% |
| Q1 2021 | 975 | $13.3B | 80,118,127 | 121 | 338 | 305 | 0.1% |
| Q4 2020 | 898 | $10.3B | 71,976,774 | 128 | 329 | 208 | 0.3% |
| Q3 2020 | 737 | $7.4B | 67,242,229 | 69 | 264 | 237 | 0.2% |
| Q2 2020 | 709 | $7.1B | 66,895,557 | 94 | 229 | 277 | 0.1% |
| Q1 2020 | 691 | $5.6B | 63,541,818 | 57 | 255 | 286 | 0.1% |
| Q4 2019 | 774 | $7.9B | 57,694,121 | 57 | 297 | 188 | 0.1% |
| Q3 2019 | 690 | $7.1B | 54,664,847 | 54 | 264 | 206 | 0.4% |
| Q2 2019 | 680 | $7.1B | 54,360,774 | 52 | 230 | 224 | 0.2% |
| Q1 2019 | 678 | $6.8B | 53,087,724 | 61 | 233 | 225 | 0.1% |
| Q4 2018 | 660 | $5.9B | 51,861,830 | 5 | 14 | 14 | 0.0% |