DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD ADMIRAL FDS INC (IVOO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
349
Reporting holders
$2.2B
Reported value
0.0%
Calls
0.0%
Puts
+44
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 |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | $266.8M | 2,045,932 | 0.02% | 24q | +10.9%+$26.3M |
| HANTZ FINANCIAL SERVICES, INC. | $249.9M | 1,916,060 | 3.38% | 9q | +26.8%+$52.8M |
| BANK OF AMERICA CORP /DE/ | $180.6M | 1,385,207 | 0.01% | 31q | -0.9%-$1.6M |
| MORGAN STANLEY | $125.8M | 964,765 | 0.01% | 35q | +2.6%+$3.2M |
| UBS Group AG | $107.1M | 821,464 | 0.01% | 31q | -2.4%-$2.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $93.4M | 716,227 | 0.05% | 31q | +15.5%+$12.5M |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $70.4M | 540,000 | 2.79% | 23q | HELD |
| RAYMOND JAMES FINANCIAL INC | $48.9M | 374,873 | 0.01% | 7q | +2.0%+$938.6K |
| Starr Indemnity & Liability Co | $47.5M | 364,098 | 12.59% | 5q | HELD |
| LPL Financial LLC | $43.0M | 329,634 | 0.01% | 31q | +8.0%+$3.2M |
| WELLS FARGO & COMPANY/MN | $40.4M | 309,484 | 0.01% | 31q | +0.5%+$217.9K |
| Savant Capital, LLC | $37.6M | 308,501 | 0.11% | 12q | +91.5%+$18.0M |
| AMERIPRISE FINANCIAL INC | $36.7M | 281,849 | 0.01% | 31q | +17.6%+$5.5M |
| ENVESTNET ASSET MANAGEMENT INC | $34.3M | 263,058 | 0.01% | 31q | -1.7%-$606.5K |
| ROYAL BANK OF CANADA | $32.8M | 251,422 | 0.00% | 31q | +12.2%+$3.6M |
| C V STARR & CO INC | $29.7M | 227,427 | 15.83% | 5q | HELD |
| Cetera Investment Advisers | $29.4M | 225,150 | 0.03% | 12q | +93.3%+$14.2M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $28.2M | 216,259 | 0.21% | 23q | +36.4%+$7.5M |
| Francis Financial, Inc. | $23.7M | 182,027 | 3.89% | 10q | +3.1%+$718.5K |
| JPMORGAN CHASE & CO | $22.9M | 176,964 | 0.00% | 31q | -4.9%-$1.2M |
| Cambridge Investment Research Advisors, Inc. | $20.0M | 153,242 | 0.02% | 21q | +57.0%+$7.3M |
| OLD NATIONAL BANCORP /IN/ | $19.3M | 148,192 | 0.38% | 17q | HELD |
| Allworth Financial LP | $18.9M | 145,277 | 0.08% | 11q | -2.8%-$553.8K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $18.6M | 142,946 | 0.33% | 9q | +20.0%+$3.1M |
| OSAIC HOLDINGS, INC. | $15.9M | 121,800 | 0.02% | 26q | -2.4%-$390.4K |
| NWM ADVISORS, LLC | $15.8M | 121,546 | 12.48% | 3q | +9.4%+$1.4M |
| Warwick Investment Management, Inc. | $13.8M | 105,480 | 1.54% | 10q | +20.1%+$2.3M |
| D.A. DAVIDSON & CO. | $13.2M | 101,477 | 0.07% | 31q | -3.6%-$491.7K |
| Rockefeller Capital Management L.P. | $12.4M | 95,378 | 0.02% | 28q | +1.8%+$223.2K |
| STIFEL FINANCIAL CORP | $12.1M | 93,167 | 0.01% | 26q | +2.6%+$307.1K |
| Coign Capital Advisors LLC | $11.8M | 90,278 | 5.30% | 7q | -0.9%-$109.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $11.4M | 87,607 | 0.01% | 31q | -31.0%-$5.1M |
| Bryant Woods Investment Advisors, LLC | $11.1M | 85,263 | 3.09% | 19q | HELD |
| RAELIPSKIE PARTNERSHIP | $10.7M | 81,865 | 4.03% | 11q | HELD |
| Pathstone Holdings, LLC | $10.4M | 79,504 | 0.03% | 11q | -0.9%-$93.9K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $9.7M | 74,317 | 0.18% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $9.6M | 73,550 | 0.09% | new | NEW |
| Kastel Capital Advisors, LLC | $9.6M | 83,696 | 6.05% | 3q | +5.1%+$462.4K |
| TWO SIGMA INVESTMENTS, LP | $9.2M | 70,617 | 0.01% | new | NEW |
| Janney Montgomery Scott LLC | $9.1M | 69,565 | 0.02% | 28q | +7.7%+$651.7K |
| BROWN ADVISORY INC | $8.5M | 65,112 | 0.01% | 6q | HELD |
| Checchi Capital Advisers, LLC | $8.5M | 64,929 | 0.38% | 12q | +8.1%+$632.7K |
| Violich Capital Management, Inc. | $7.2M | 55,295 | 0.78% | 3q | +23.4%+$1.4M |
| SENTINEL TRUST CO LBA | $7.1M | 54,746 | 0.63% | 11q | HELD |
| Cerity Partners LLC | $7.0M | 53,979 | 0.01% | 19q | +2.9%+$196.5K |
| HARBOR ADVISORY CORP /MA/ | $6.4M | 49,445 | 1.73% | 23q | HELD |
| Lebenthal Global Advisors, LLC | $6.4M | 49,355 | 0.87% | 12q | -39.0%-$4.1M |
| Kestra Advisory Services, LLC | $6.3M | 48,593 | 0.02% | 24q | -11.8%-$851.1K |
| Texas Capital Bank Wealth Management Services Inc | $6.3M | 48,062 | 0.34% | 27q | -1.2%-$76.2K |
| Soltis Investment Advisors LLC | $6.1M | 46,703 | 0.34% | 14q | -8.9%-$592.9K |
| HARBOUR INVESTMENTS, INC. | $5.8M | 44,676 | 0.08% | 21q | -4.2%-$253.1K |
| Valmark Advisers, Inc. | $5.7M | 44,059 | 0.06% | 15q | -2.6%-$151.9K |
| Savvy Advisors, Inc. | $5.5M | 41,997 | 0.12% | 3q | HELD |
| Private Advisor Group, LLC | $5.3M | 40,698 | 0.02% | 31q | +11.1%+$530.9K |
| EP Wealth Advisors, LLC | $5.2M | 40,119 | 0.02% | 7q | +0.8%+$39.4K |
| BLAIR WILLIAM & CO/IL | $5.0M | 38,715 | 0.01% | 16q | +96.8%+$2.5M |
| Atlas Legacy Advisors, LLC | $4.8M | 37,075 | 0.71% | 7q | +4.4%+$203.0K |
| LEGACY SOLUTIONS, LLC | $4.8M | 36,939 | 3.90% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.6M | 35,656 | 0.00% | new | NEW |
| FIRST AMERICAN BANK | $4.5M | 34,408 | 0.25% | 25q | -0.8%-$35.9K |
| Creative Planning | $4.4M | 33,918 | 0.00% | 25q | +10.8%+$431.8K |
| AXXCESS WEALTH MANAGEMENT, LLC | $4.2M | 32,264 | 0.07% | new | NEW |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $4.0M | 30,737 | 0.29% | 31q | -4.4%-$185.8K |
| Coastline Trust Co | $3.9M | 30,274 | 0.35% | 31q | HELD |
| CITIGROUP INC | $3.9M | 30,088 | 0.00% | 2q | -1.1%-$43.3K |
| JONES FINANCIAL COMPANIES LLLP | $3.9M | 29,872 | 0.00% | 9q | +48.7%+$1.3M |
| Mariner, LLC | $3.8M | 29,084 | 0.00% | 16q | -11.7%-$504.9K |
| Bluespring Wealth Management, LLC | $3.7M | 28,728 | 0.07% | new | NEW |
| Keystone Financial Group | $3.7M | 28,637 | 0.22% | 8q | +0.8%+$28.7K |
| Councilor Wealth, LLC | $3.7M | 28,347 | 1.50% | 2q | +46.2%+$1.2M |
| TRUIST FINANCIAL CORP | $3.6M | 27,852 | 0.00% | 23q | +22.2%+$659.2K |
| EQ LLC | $3.6M | 27,639 | 0.89% | 23q | +3.7%+$128.2K |
| MEITAV INVESTMENT HOUSE LTD | $3.6M | 27,592 | 0.02% | new | NEW |
| Clearstead Advisors, LLC | $3.5M | 26,584 | 0.03% | 6q | +4.7%+$156.1K |
| MML INVESTORS SERVICES, LLC | $3.3M | 25,671 | 0.01% | 31q | +8.2%+$253.8K |
| Tempo Wealth, LLC | $3.3M | 25,256 | 0.49% | 3q | HELD |
| Fairway Wealth LLC | $3.2M | 24,863 | 0.74% | 11q | +2.3%+$72.9K |
| Fiduciary Trust Co | $3.2M | 24,856 | 0.04% | 31q | +8.4%+$251.8K |
| Geneos Wealth Management Inc. | $3.1M | 23,907 | 0.06% | 37q | +4169.1%+$3.0M |
| MetLife Investment Management, LLC | $3.1M | 23,490 | 0.01% | 6q | HELD |
| &PARTNERS | $3.0M | 22,925 | 0.01% | 9q | -7.9%-$256.2K |
| Bank of New York Mellon Corp | $2.8M | 21,552 | 0.00% | 8q | +62.3%+$1.1M |
| Waverly Advisors, LLC | $2.8M | 21,156 | 0.02% | 31q | +0.8%+$20.9K |
| SpringVest Wealth Management LLC | $2.7M | 20,922 | 1.72% | 7q | -5.4%-$156.6K |
| Provident Co of the Employees of the Hebrew University LTD | $2.7M | 20,714 | 2.07% | new | NEW |
| Marble Harbor Investment Counsel, LLC | $2.7M | 20,660 | 0.27% | 31q | HELD |
| Nuveen, LLC | $2.7M | 20,379 | 0.00% | new | NEW |
| Valpey Financial Services, LLC | $2.6M | 19,657 | 1.53% | 5q | -1.7%-$43.2K |
| Truepoint, Inc. | $2.4M | 18,200 | 0.05% | 23q | HELD |
| Bleakley Financial Group, LLC | $2.4M | 18,081 | 0.03% | 5q | +50.8%+$794.7K |
| Andrews Advisory Associates, LLC | $2.3M | 17,798 | 1.12% | 3q | -24.4%-$748.3K |
| Farther Finance Advisors, LLC | $2.2M | 17,056 | 0.02% | 2q | +15.5%+$299.1K |
| Capital Analysts, LLC | $2.2M | 17,036 | 0.05% | 23q | +93.5%+$1.1M |
| Pinnacle Financial Partners, Inc. | $2.2M | 16,962 | 0.02% | 2q | +33.8%+$558.6K |
| CIBC Bancorp USA Inc. | $2.2M | 16,967 | 0.00% | 2q | -8.5%-$205.1K |
| US BANCORP \DE\ | $2.0M | 15,348 | 0.00% | 31q | +22.6%+$369.0K |
| Octavia Wealth Advisors, LLC | $2.0M | 15,028 | 0.17% | 23q | -4.9%-$100.1K |
| Colter Lewis Investment Partners LLC | $2.0M | 15,021 | 0.87% | 2q | +344.3%+$1.5M |
| SoundView Advisors Inc. | $1.9M | 14,921 | 0.63% | 3q | HELD |
| Klingman & Associates, LLC | $1.9M | 14,753 | 0.08% | 31q | -0.8%-$16.3K |
Showing the largest 100 of 349 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 | 118 | $190.9M | 1,567,691 | 7 | 25 | 16 | 0.0% |
| Q2 2026 | 349 | $2.2B | 16,694,303 | 58 | 80 | 84 | 0.0% |
| Q1 2026 | 305 | $1.7B | 15,016,486 | 29 | 77 | 75 | 0.0% |
| Q4 2025 | 291 | $1.7B | 14,312,510 | 17 | 85 | 70 | 0.0% |
| Q3 2025 | 276 | $1.5B | 13,377,126 | 18 | 63 | 74 | 0.0% |
| Q2 2025 | 278 | $1.4B | 13,153,763 | 22 | 83 | 74 | 0.0% |
| Q1 2025 | 271 | $1.2B | 11,694,620 | 20 | 78 | 61 | 0.0% |
| Q4 2024 | 276 | $1.1B | 10,735,527 | 26 | 83 | 49 | 0.0% |
| Q3 2024 | 251 | $1.0B | 9,554,491 | 31 | 64 | 54 | 0.0% |
| Q2 2024 | 234 | $883.3M | 8,921,205 | 23 | 52 | 60 | 0.0% |
| Q1 2024 | 236 | $1.1B | 11,070,095 | 31 | 71 | 47 | 0.1% |
| Q4 2023 | 221 | $970.6M | 10,329,200 | 19 | 64 | 45 | 0.0% |
| Q3 2023 | 198 | $707.9M | 8,369,308 | 16 | 50 | 55 | 0.0% |
| Q2 2023 | 198 | $757.9M | 8,556,593 | 14 | 52 | 50 | 0.0% |
| Q1 2023 | 194 | $697.6M | 8,233,448 | 23 | 52 | 46 | 0.1% |
| Q4 2022 | 189 | $620.9M | 3,792,970 | 24 | 60 | 40 | 0.1% |
| Q3 2022 | 172 | $4.7B | 31,764,415 | 10 | 47 | 35 | 0.0% |
| Q2 2022 | 177 | $4.8B | 31,134,579 | 17 | 38 | 46 | 0.0% |
| Q1 2022 | 179 | $6.2B | 34,142,932 | 17 | 61 | 28 | 0.0% |
| Q4 2021 | 180 | $3.7B | 19,202,258 | 16 | 52 | 35 | 0.0% |
| Q3 2021 | 169 | $2.4B | 13,537,029 | 13 | 50 | 28 | 0.0% |
| Q2 2021 | 163 | $2.3B | 12,607,495 | 12 | 49 | 37 | 0.0% |
| Q1 2021 | 165 | $3.2B | 18,261,780 | 22 | 39 | 42 | 0.0% |
| Q4 2020 | 149 | $2.6B | 16,901,832 | 18 | 32 | 39 | 0.0% |
| Q3 2020 | 127 | $2.6B | 20,614,124 | 11 | 29 | 38 | 0.0% |
| Q2 2020 | 124 | $2.5B | 21,026,302 | 21 | 27 | 35 | 0.0% |
| Q1 2020 | 116 | $2.0B | 20,426,477 | 10 | 33 | 32 | 0.0% |
| Q4 2019 | 125 | $4.6B | 33,407,511 | 9 | 35 | 33 | 0.0% |
| Q3 2019 | 118 | $2.7B | 20,663,996 | 10 | 31 | 32 | 0.0% |
| Q2 2019 | 117 | $2.4B | 18,287,011 | 12 | 31 | 28 | 0.0% |
| Q1 2019 | 115 | $2.3B | 18,139,913 | 13 | 32 | 33 | 0.0% |
| Q4 2018 | 110 | $3.6B | 32,073,916 | 1 | 0 | 3 | 0.0% |