VANGUARD INDEX FDS

$VBR
13F holders
1,648
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 1,648 · Source: 13F-HR
01
Banyan Capital Management, Inc.
02
State Farm Mutual Automobile Insurance Co.
03
Yorktown Management & Research Co Inc
04
NorthRock Partners, LLC
05
Sheaff Brock Investment Advisors, LLC
06
Madison Investment Advisors, LLC
07
Lowe Brockenbrough & Co. Inc.
08
Sb Investment Advisers (uk) Ltd.
09
Aspiriant, LLC
10
Evensky & Katz LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 1,648 13F holders · Pro →

Smart Money · top-200 alpha cohort

32 holders · Q1 2026

$VBR is held by 32 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 6.72%, with an average of 0.58% of portfolio. Largest holder: Retirement Investment Advisors, Inc. at 6.72%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Retirement Investment Advisors, Inc.
6.72% held
α +16.2pts
02
Plum Street Advisors, LLC
3.00% held
α +18.0pts
03
Echo45 Advisors LLC
2.16% held
α +17.2pts
04
NerdWallet Wealth Partners, LLC
1.36% NEW
α +11.3pts
05
Cornerstone Management, Inc.
1.06% NEW
α +12.4pts
06
Shufro Rose & Co. LLC
0.66% NEW
α +32.3pts
07
Courier Capital LLC
0.47% NEW
α +14.9pts
08
Avant Financial Advisors LLC
0.46% NEW
α +10.5pts
09
Resolute Advisors LLC
0.28% held
α +53.0pts
10
Level Financial Advisors
0.26% held
α +30.9pts
11
Walkner Condon Financial Advisors LLC
0.25% NEW
α +23.7pts
12
Quarry Hill Advisors, LLC
0.24% NEW
α +11.4pts
13
New Age Alpha Advisors, LLC
0.18% held
α +10.8pts
14
RFG Advisory, LLC
0.17% NEW
α +16.2pts
15
Pittenger & Anderson Inc.
0.16% NEW
α +21.3pts
16
Linscomb Wealth, Inc.
0.14% NEW
α +32.6pts
17
TRUE Private Wealth Advisors
0.13% NEW
α +23.4pts
18
Narus Financial Partners, LLC
0.13% held
α +11.1pts
19
Condor Capital Management
0.11% NEW
α +23.6pts
20
Bradley Foster & Sargent INC
0.11% NEW
α +11.1pts
21
Truepoint, Inc.
0.11% held
α +21.4pts
22
ProVise Management Group, LLC
0.09% held
α +11.2pts
23
Choate Investment Advisors
0.06% held
α +13.8pts
24
Fulton Bank, N.a.
0.05% held
α +23.8pts
25
Principal Securities, Inc.
0.04% held
α +21.3pts
26
Svb Wealth LLC
0.02% held
α +29.6pts
27
GM Advisory Group, LLC
0.01% held
α +16.5pts
28
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
29
Costello Asset Management, INC
0.00% held
α +14.3pts
30
Citigroup Inc.
0.00% held
α +26.3pts
31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
32
Wellington Management Group LLP
0.00% held
α +10.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $VBR in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $VBR in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $VBR lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $VBR — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:39 UTC.