VBR — Vanguard Index Fds Institutional Holders · Q3 2026

Name: Who Owns VBR? 115 Institutions Hold $542M (Q3 2026)
Creator: ko.io

Who owns Vanguard Index Fds (VBR)? 115 institutions reported holding $542.48M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stephens Group Asset Management, LLC ($107.8M), Everhart Financial Group, Inc. ($63.6M), Waller Financial Planning Group, Inc ($35.6M).

Rank	Institution	Value	Shares	Change
1	STEPHENS GROUP ASSET MANAGEMENT, LLC	$107.8M	466,502	Added
2	Everhart Financial Group, Inc.	$63.6M	275,370	Added
3	WALLER FINANCIAL PLANNING GROUP, INC	$35.6M	154,175	Added
4	Marotta Asset Management	$34.3M	148,437	Added
5	Whitaker-Myers Wealth Managers, LTD.	$26.8M	115,980	Added
6	INSPIRION WEALTH ADVISORS, LLC	$18.6M	80,304	Trimmed
7	Apella Capital, LLC	$13.9M	60,050	Trimmed
8	Coastline Trust Co	$13.6M	59,018	Trimmed
9	Veery Capital, LLC	$13.6M	58,722	Added
10	Gladwyn Financial Advisors, Inc.	$11.9M	51,362	Trimmed
11	Farther Finance Advisors, LLC	$11.6M	50,074	Added
12	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$9.4M	40,565	Added
13	Prosperity Planning, Inc.	$9.2M	39,813	Trimmed
14	DIVERSIFIED MANAGEMENT INC	$8.5M	36,924	Trimmed
15	Arbor Wealth Advisors LLC	$8.4M	36,177	Added
16	General Partner, Inc.	$8.3M	35,936	Hold
17	COLLECTIVE FAMILY OFFICE LLC	$8.1M	35,016	Trimmed
18	RTD Financial Advisors, Inc.	$8.1M	34,888	Trimmed
19	ATMOS ADVISORY, LLC	$8.1M	34,878	Added
20	CX Institutional	$7.4M	32,187	Added
21	Avidian Wealth Enterprises, LLC	$5.8M	25,074	Trimmed
22	MassMutual Private Wealth & Trust, FSB	$5.8M	25,056	Trimmed
23	LifeGoal Investments, LLC	$5.4M	23,572	New
24	Heartwood Wealth Advisors LLC	$4.8M	20,695	Added
25	Valeo Financial Advisors, LLC	$4.8M	27,654	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30