DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD ADMIRAL FDS INC (IVOG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
191
Reporting holders
$793.8M
Reported value
0.0%
Calls
0.0%
Puts
+11
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 |
|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $186.0M | 1,271,271 | 1.39% | 4q | -2.3%-$4.4M |
| Mariner, LLC | $92.4M | 631,787 | 0.10% | 23q | -0.6%-$562.2K |
| MORGAN STANLEY | $46.5M | 317,517 | 0.00% | 35q | +30.1%+$10.7M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $37.8M | 258,164 | 0.28% | 12q | +19.8%+$6.2M |
| RAYMOND JAMES FINANCIAL INC | $33.4M | 228,433 | 0.01% | 7q | +1.6%+$520.5K |
| AMERIPRISE FINANCIAL INC | $26.8M | 183,176 | 0.01% | 31q | -23.4%-$8.2M |
| Gryphon Financial Partners LLC | $23.3M | 159,508 | 2.06% | 3q | +14.2%+$2.9M |
| LPL Financial LLC | $23.0M | 157,225 | 0.01% | 31q | +22.4%+$4.2M |
| Stordahl Capital Management, Inc. | $21.4M | 146,074 | 3.91% | 31q | HELD |
| UBS Group AG | $17.0M | 116,061 | 0.00% | 31q | -6.6%-$1.2M |
| LJI Wealth Management, LLC | $14.7M | 100,227 | 2.05% | 15q | -17.5%-$3.1M |
| BANK OF AMERICA CORP /DE/ | $13.6M | 92,961 | 0.00% | 31q | +1.4%+$189.0K |
| Cetera Investment Advisers | $12.7M | 86,814 | 0.01% | 23q | +2.1%+$258.1K |
| WELLS FARGO & COMPANY/MN | $12.3M | 84,284 | 0.00% | 31q | +87.9%+$5.8M |
| PEAPACK GLADSTONE FINANCIAL CORP | $11.9M | 81,167 | 0.14% | 4q | +5.0%+$563.3K |
| Baird Financial Group, Inc. | $9.9M | 67,618 | 0.01% | 17q | -3.7%-$376.6K |
| BALANCED WEALTH GROUP LLC | $9.7M | 66,125 | 3.06% | 6q | +1585.1%+$9.1M |
| Baron Wealth Management LLC | $8.7M | 59,722 | 2.27% | 3q | +18.5%+$1.4M |
| Composition Wealth, LLC | $8.2M | 56,099 | 0.10% | 24q | HELD |
| JPMORGAN CHASE & CO | $7.4M | 51,352 | 0.00% | 31q | +34.7%+$1.9M |
| HARBOUR INVESTMENTS, INC. | $7.3M | 49,785 | 0.10% | 21q | +4.3%+$297.0K |
| Savant Capital, LLC | $6.8M | 50,262 | 0.02% | 12q | +100.4%+$3.4M |
| Altura Wealth Advisors Inc. | $6.5M | 44,466 | 2.19% | 5q | +12.2%+$709.3K |
| MidFirst Bank | $5.6M | 37,998 | 0.39% | 3q | +24.3%+$1.1M |
| STEPHEN J. GARRY & ASSOCIATES, LLC | $5.4M | 37,208 | 3.97% | 11q | HELD |
| CLARK FINANCIAL SERVICES GROUP INC /BD | $5.2M | 35,410 | 2.45% | 6q | HELD |
| Drucker Wealth 3.0, LLC | $5.2M | 35,241 | 0.82% | 5q | -3.8%-$204.8K |
| RWA WEALTH PARTNERS, LLC | $5.0M | 33,909 | 0.05% | 31q | -0.8%-$39.5K |
| KEYBANK NATIONAL ASSOCIATION/OH | $5.0M | 33,860 | 0.02% | 31q | +2.7%+$132.3K |
| Kestra Advisory Services, LLC | $5.0M | 33,838 | 0.02% | 24q | -47.5%-$4.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.9M | 33,825 | 0.00% | 31q | +1.0%+$48.6K |
| STIFEL FINANCIAL CORP | $4.6M | 31,625 | 0.00% | 31q | +1.2%+$56.3K |
| Kingsview Wealth Management, LLC | $4.4M | 30,322 | 0.05% | 2q | -62.8%-$7.5M |
| Allworth Financial LP | $4.4M | 30,243 | 0.02% | 21q | -6.2%-$292.2K |
| FRANKLIN RESOURCES INC | $4.0M | 27,394 | 0.00% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $3.9M | 26,764 | 0.00% | 31q | +57.1%+$1.4M |
| GOLDMAN SACHS GROUP INC | $3.9M | 26,451 | 0.00% | 20q | -5.2%-$211.1K |
| MML INVESTORS SERVICES, LLC | $3.5M | 23,748 | 0.01% | 31q | +60.4%+$1.3M |
| Mendel Capital Management LLC | $3.3M | 22,611 | 1.49% | 18q | +1.3%+$42.4K |
| ROYAL BANK OF CANADA | $2.8M | 19,402 | 0.00% | 31q | HELD |
| SageView Advisory Group, LLC | $2.7M | 18,546 | 0.09% | 7q | -8.6%-$255.4K |
| Thrivent Financial for Lutherans | $2.6M | 17,575 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.5M | 17,020 | 0.00% | 31q | +104.0%+$1.3M |
| Private Advisor Group, LLC | $2.3M | 15,900 | 0.01% | 14q | +1.4%+$32.0K |
| Goodman Financial Corp | $2.2M | 14,706 | 0.33% | 5q | +1.6%+$34.8K |
| JONES FINANCIAL COMPANIES LLLP | $2.1M | 14,305 | 0.00% | 8q | +55.3%+$731.1K |
| Veratis Advisors, Inc. | $2.0M | 13,846 | 1.43% | 2q | +5.0%+$97.3K |
| CARY STREET PARTNERS FINANCIAL LLC | $2.0M | 13,728 | 0.04% | 7q | HELD |
| CENTAURUS FINANCIAL, INC. | $2.0M | 13,481 | 0.08% | 7q | +1.6%+$31.2K |
| CIBC WORLD MARKET INC. | $2.0M | 13,465 | 0.00% | 21q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 12,998 | 0.00% | 31q | +7.5%+$132.4K |
| HighTower Advisors, LLC | $1.8M | 12,404 | 0.00% | 15q | HELD |
| ES4, LLC | $1.8M | 12,075 | 0.93% | 3q | HELD |
| Chicago Partners Investment Group LLC | $1.8M | 12,511 | 0.04% | 6q | HELD |
| BLAIR WILLIAM & CO/IL | $1.7M | 11,868 | 0.00% | 30q | HELD |
| TWO SIGMA INVESTMENTS, LP | $1.7M | 11,800 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.4M | 9,901 | 0.00% | 26q | -15.9%-$272.9K |
| MONTAG A & ASSOCIATES INC | $1.4M | 9,342 | 0.06% | 12q | -7.7%-$113.2K |
| Heritage Investment Group, Inc. | $1.2M | 8,502 | 0.17% | 19q | HELD |
| Creative Planning | $1.2M | 8,187 | 0.00% | 31q | -23.2%-$362.2K |
| AE Wealth Management LLC | $1.1M | 7,487 | 0.01% | 7q | HELD |
| CONNING INC. | $1.0M | 7,142 | 0.03% | 5q | -5.4%-$60.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 6,958 | 0.00% | 2q | +98.8%+$505.9K |
| Embree Financial Group | $980.3K | 6,701 | 0.10% | 11q | HELD |
| COMMERCE BANK | $910.9K | 6,226 | 0.00% | 14q | -8.0%-$79.1K |
| Integrated Capital Management, LLC | $867.6K | 5,930 | 0.31% | 7q | -1.1%-$9.2K |
| Round Rock Advisors LLC | $851.5K | 5,820 | 0.11% | 22q | -1.2%-$10.1K |
| Betterment LLC | $847.0K | 5,792 | 0.00% | 31q | -9.5%-$88.9K |
| CIBC Bancorp USA Inc. | $836.5K | 5,718 | 0.00% | 2q | HELD |
| Tempo Wealth, LLC | $795.9K | 5,440 | 0.12% | 3q | -0.6%-$5.0K |
| Advisor Resource Council | $789.0K | 5,474 | 0.22% | 3q | -0.6%-$4.5K |
| AQR CAPITAL MANAGEMENT LLC | $757.3K | 5,177 | 0.00% | 3q | +10.1%+$69.2K |
| Waverly Advisors, LLC | $739.3K | 5,053 | 0.00% | 7q | +2.1%+$14.9K |
| FMR LLC | $727.4K | 4,972 | 0.00% | 31q | +2.4%+$17.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $709.6K | 4,995 | 0.00% | 8q | +8.3%+$54.1K |
| PFG Advisors | $705.6K | 4,823 | 0.04% | 4q | -4.6%-$34.2K |
| Equitable Holdings, Inc. | $700.0K | 4,785 | 0.00% | 15q | -40.1%-$469.0K |
| Hobart Private Capital, LLC | $693.2K | 4,738 | 0.12% | 9q | HELD |
| Rodgers & Associates, LTD | $683.4K | 4,671 | 0.06% | 13q | +10.5%+$65.0K |
| Sequoia Financial Advisors, LLC | $669.5K | 4,576 | 0.00% | 5q | -1.1%-$7.8K |
| Merit Financial Group, LLC | $656.0K | 4,484 | 0.00% | 18q | +2.7%+$17.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $643.9K | 4,401 | 0.00% | 18q | -2.2%-$14.8K |
| Financial Security Advisor, Inc. | $616.7K | 4,215 | 0.10% | 9q | HELD |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $594.9K | 4,066 | 0.27% | 11q | HELD |
| Meridian Wealth Management, LLC | $590.5K | 4,037 | 0.02% | 8q | -1.0%-$6.0K |
| EP Wealth Advisors, LLC | $553.6K | 3,784 | 0.00% | new | NEW |
| ENTREWEALTH, LLC | $547.2K | 3,811 | 0.20% | 4q | HELD |
| Krilogy Financial LLC | $545.6K | 3,729 | 0.02% | 2q | +36.5%+$146.0K |
| Crusonia Wealth Advisors LLC | $541.0K | 3,698 | 0.09% | 3q | HELD |
| Pinnacle Financial Partners, Inc. | $531.1K | 3,630 | 0.00% | new | NEW |
| GHP Investment Advisors, Inc. | $504.3K | 3,447 | 0.02% | 2q | HELD |
| CITADEL ADVISORS LLC | $503.3K | 3,440 | 0.00% | 2q | -63.9%-$892.0K |
| FWG Investments, LLC. | $494.8K | 3,382 | 0.26% | 2q | +66.5%+$197.7K |
| Corient Private Wealth LP | $491.0K | 3,356 | 0.00% | 4q | -56.3%-$632.0K |
| CAPTRUST FINANCIAL ADVISORS | $475.6K | 3,251 | 0.00% | new | NEW |
| Focus Partners Wealth | $466.2K | 3,186 | 0.00% | 3q | -20.5%-$120.6K |
| Atlanta Consulting Group Advisors, LLC | $462.9K | 3,164 | 0.07% | 4q | +79.4%+$204.8K |
| Aptus Capital Advisors, LLC | $436.1K | 2,981 | 0.00% | 11q | -1.5%-$6.7K |
| PNC Financial Services Group, Inc. | $420.4K | 2,874 | 0.00% | 31q | HELD |
| NewEdge Advisors, LLC | $415.0K | 2,837 | 0.00% | 4q | +26.2%+$86.2K |
Showing the largest 100 of 191 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 | 54 | $237.1M | 1,735,545 | 5 | 10 | 7 | 0.0% |
| Q2 2026 | 191 | $793.8M | 5,431,388 | 20 | 50 | 48 | 0.0% |
| Q1 2026 | 180 | $654.0M | 5,231,114 | 20 | 51 | 30 | 0.0% |
| Q4 2025 | 172 | $601.4M | 4,998,984 | 22 | 41 | 32 | 0.0% |
| Q3 2025 | 157 | $590.1M | 4,938,365 | 21 | 39 | 42 | 0.0% |
| Q2 2025 | 152 | $374.6M | 3,312,179 | 21 | 36 | 39 | 0.0% |
| Q1 2025 | 138 | $335.0M | 3,246,897 | 15 | 40 | 33 | 0.0% |
| Q4 2024 | 144 | $352.7M | 3,127,255 | 17 | 43 | 32 | 0.0% |
| Q3 2024 | 138 | $343.6M | 2,997,261 | 19 | 34 | 26 | 0.0% |
| Q2 2024 | 127 | $325.0M | 2,967,279 | 10 | 30 | 30 | 0.0% |
| Q1 2024 | 122 | $326.0M | 2,874,215 | 24 | 22 | 27 | 0.0% |
| Q4 2023 | 101 | $255.4M | 2,600,058 | 8 | 33 | 25 | 0.0% |
| Q3 2023 | 98 | $222.4M | 2,462,679 | 14 | 19 | 32 | 0.0% |
| Q2 2023 | 91 | $236.5M | 2,529,181 | 7 | 20 | 25 | 0.0% |
| Q1 2023 | 97 | $235.5M | 2,623,097 | 14 | 24 | 27 | 0.0% |
| Q4 2022 | 102 | $234.2M | 1,381,203 | 25 | 20 | 28 | 0.1% |
| Q3 2022 | 83 | $1.1B | 7,072,510 | 7 | 25 | 17 | 0.0% |
| Q2 2022 | 79 | $1.1B | 7,069,161 | 4 | 25 | 28 | 0.0% |
| Q1 2022 | 85 | $1.3B | 6,731,770 | 10 | 27 | 16 | 0.0% |
| Q4 2021 | 96 | $1.5B | 6,978,128 | 7 | 19 | 26 | 0.0% |
| Q3 2021 | 85 | $516.9M | 2,643,371 | 4 | 24 | 20 | 0.0% |
| Q2 2021 | 85 | $526.9M | 2,625,026 | 7 | 24 | 22 | 0.0% |
| Q1 2021 | 85 | $566.9M | 2,921,671 | 11 | 21 | 28 | 0.0% |
| Q4 2020 | 78 | $2.9B | 16,412,459 | 11 | 22 | 24 | 0.0% |
| Q3 2020 | 71 | $2.1B | 14,419,351 | 10 | 24 | 18 | 0.0% |
| Q2 2020 | 65 | $1.8B | 12,958,815 | 11 | 13 | 29 | 0.0% |
| Q1 2020 | 66 | $126.2M | 1,095,341 | 8 | 17 | 25 | 0.0% |
| Q4 2019 | 75 | $224.1M | 1,528,648 | 9 | 21 | 20 | 0.0% |
| Q3 2019 | 68 | $238.2M | 1,708,558 | 6 | 15 | 22 | 0.0% |
| Q2 2019 | 66 | $256.3M | 1,826,232 | 5 | 24 | 17 | 0.0% |
| Q1 2019 | 69 | $188.7M | 1,391,403 | 13 | 17 | 21 | 0.0% |
| Q4 2018 | 60 | $170.3M | 1,443,152 | 1 | 2 | 2 | 0.0% |