DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INDEX FDS (VB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
2,494
Reporting holders
$48.0B
Reported value
0.1%
Calls
0.0%
Puts
+84
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $6.5B | 21,579,198 | 0.42% | 31q | HELD |
| MORGAN STANLEY | $2.5B | 8,094,439 | 0.13% | 35q | +0.7%+$16.1M |
| WELLS FARGO & COMPANY/MN | $1.5B | 5,112,663 | 0.25% | 31q | -15.1%-$275.5M |
| UBS Group AG | $1.3B | 4,139,634 | 0.16% | 31q | -6.1%-$81.5M |
| ENVESTNET ASSET MANAGEMENT INC | $1.2B | 3,935,022 | 0.28% | 31q | +11.3%+$121.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $1.0B | 3,420,614 | 1.28% | 30q | +2.8%+$27.8M |
| LPL Financial LLC | $1.0B | 3,301,516 | 0.22% | 31q | -0.6%-$6.2M |
| CAPTRUST FINANCIAL ADVISORS | $883.6M | 2,914,921 | 1.35% | 31q | +2.9%+$25.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $852.9M | 2,813,902 | 0.46% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $789.2M | 2,634,215 | 0.32% | 31q | -11.5%-$102.4M |
| Mariner, LLC | $690.8M | 2,278,949 | 0.73% | 31q | +2.9%+$19.2M |
| ROYAL BANK OF CANADA | $643.4M | 2,122,591 | 0.10% | 31q | +1.5%+$9.5M |
| RAYMOND JAMES FINANCIAL INC | $625.2M | 2,062,501 | 0.17% | 7q | -8.4%-$57.5M |
| AMERIPRISE FINANCIAL INC | $618.3M | 2,038,406 | 0.12% | 31q | -7.2%-$48.1M |
| Creative Planning | $612.9M | 2,021,950 | 0.36% | 31q | -0.7%-$4.1M |
| PNC Financial Services Group, Inc. | $602.1M | 1,986,263 | 0.30% | 31q | +1.2%+$7.1M |
| Bank of New York Mellon Corp | $580.1M | 1,913,874 | 0.10% | 31q | -1.4%-$8.2M |
| GOLDMAN SACHS GROUP INC | $529.8M | 1,747,986 | 0.05% | 31q | HELD |
| Wealthfront Advisers LLC | $519.9M | 1,715,012 | 1.00% | 31q | +1.1%+$5.6M |
| CIBC Bancorp USA Inc. | $479.9M | 1,585,209 | 0.58% | 2q | +5.2%+$23.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $472.5M | 1,558,749 | 0.06% | 9q | -12.6%-$68.2M |
| MISSION WEALTH MANAGEMENT, LP | $448.3M | 1,478,793 | 5.48% | 31q | +31.4%+$107.2M |
| Cetera Investment Advisers | $384.2M | 1,267,408 | 0.35% | 31q | +3.0%+$11.0M |
| JPMORGAN CHASE & CO | $373.7M | 1,240,289 | 0.02% | 31q | +3.1%+$11.2M |
| STIFEL FINANCIAL CORP | $359.7M | 1,186,781 | 0.30% | 31q | +1.1%+$3.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $357.2M | 1,178,370 | 7.73% | 13q | +3.3%+$11.4M |
| FMR LLC | $350.8M | 1,157,296 | 0.02% | 31q | -1.5%-$5.5M |
| OSAIC HOLDINGS, INC. | $323.4M | 1,065,927 | 0.38% | 26q | +17.4%+$48.0M |
| HighTower Advisors, LLC | $290.8M | 959,311 | 0.28% | 22q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $288.2M | 950,658 | 0.36% | 31q | -3.1%-$9.2M |
| SIGNATUREFD, LLC | $284.5M | 938,568 | 3.80% | 31q | +3.8%+$10.4M |
| Cerity Partners LLC | $282.1M | 930,912 | 0.34% | 31q | +7.8%+$20.4M |
| GLENMEDE TRUST CO NA | $264.8M | 873,688 | 1.17% | 29q | -1.5%-$4.1M |
| Baird Financial Group, Inc. | $256.0M | 844,581 | 0.35% | 31q | +4.2%+$10.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $238.7M | 787,375 | 0.04% | 31q | -33.9%-$122.4M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $238.0M | 785,131 | 0.82% | 2q | -4.1%-$10.2M |
| Nicholas Hoffman & Company, LLC. | $230.1M | 759,092 | 4.86% | 31q | +0.6%+$1.3M |
| BANK OF MONTREAL /CAN/ | $226.1M | 745,936 | 0.07% | 31q | +1.8%+$3.9M |
| Cambridge Investment Research Advisors, Inc. | $215.8M | 711,898 | 0.25% | 31q | +79.9%+$95.9M |
| ASSETMARK, INC | $215.1M | 709,612 | 0.37% | 31q | +191.9%+$141.4M |
| FIFTH THIRD BANCORP | $199.9M | 659,527 | 0.32% | 31q | -2.8%-$5.8M |
| Badgley Phelps Wealth Managers, LLC | $198.0M | 653,239 | 3.47% | 20q | -3.0%-$6.2M |
| DAVIS R M INC | $186.8M | 616,237 | 2.95% | 31q | +1.4%+$2.6M |
| Cullen/Frost Bankers, Inc. | $182.2M | 600,979 | 1.80% | 31q | +1.8%+$3.3M |
| 1832 Asset Management L.P. | $175.5M | 579,086 | 0.09% | 31q | -4.2%-$7.7M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $171.9M | 567,165 | 0.46% | 7q | HELD |
| Vanguard Global Advisers, LLC | $168.9M | 557,087 | 0.08% | 2q | HELD |
| COUNTRY TRUST BANK | $162.1M | 534,925 | 2.84% | 31q | -17.9%-$35.3M |
| Clearstead Advisors, LLC | $158.3M | 522,390 | 1.49% | 31q | -0.5%-$839.0K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $153.4M | 506,003 | 1.13% | 31q | -0.7%-$1.2M |
| Pathstone Holdings, LLC | $146.2M | 482,252 | 0.43% | 11q | +0.5%+$793.0K |
| Rockefeller Capital Management L.P. | $145.0M | 478,322 | 0.22% | 31q | +4.1%+$5.7M |
| PINNACLE ASSOCIATES LTD | $140.2M | 462,685 | 1.53% | 31q | +0.9%+$1.2M |
| STATE STREET CORP | $140.1M | 462,337 | 0.00% | 22q | HELD |
| MML INVESTORS SERVICES, LLC | $137.8M | 454,602 | 0.28% | 31q | +21.1%+$24.0M |
| Fusion Family Wealth, LLC | $136.6M | 440,832 | 9.08% | 31q | HELD |
| Equitable Holdings, Inc. | $127.0M | 419,138 | 0.76% | 27q | -1.0%-$1.3M |
| TRUIST FINANCIAL CORP | $125.2M | 412,889 | 0.15% | 31q | -5.0%-$6.5M |
| PEAPACK GLADSTONE FINANCIAL CORP | $124.9M | 412,077 | 1.44% | 31q | +1.0%+$1.2M |
| CBIZ Investment Advisory Services, LLC | $124.7M | 476,205 | 4.56% | 15q | HELD |
| Kestra Advisory Services, LLC | $124.5M | 410,869 | 0.40% | 24q | +46.8%+$39.7M |
| Corient Private Wealth LP | $123.4M | 407,068 | 0.17% | 15q | -25.7%-$42.7M |
| TRUSTMARK BANK TRUST DEPARTMENT | $119.8M | 395,334 | 7.14% | 32q | +7.0%+$7.8M |
| Baker Avenue Asset Management, LP | $119.4M | 393,762 | 2.26% | 31q | +0.8%+$950.3K |
| Wealthspire Advisors, LLC | $118.2M | 389,955 | 0.65% | 26q | -2.9%-$3.5M |
| NATIXIS ADVISORS, LLC | $117.4M | 387,212 | 0.13% | 31q | +3.1%+$3.5M |
| Heartwood Wealth Advisors LLC | $116.2M | 383,312 | 9.02% | 27q | +3.3%+$3.7M |
| INVICTUS PRIVATE WEALTH, LLC | $115.3M | 380,442 | 6.19% | 15q | +1.3%+$1.4M |
| BlackRock, Inc. | $115.3M | 380,254 | 0.00% | 8q | +3.4%+$3.8M |
| Millburn Ridgefield LLC /DE/ | $107.6M | 354,954 | 2.04% | 31q | +1.3%+$1.4M |
| Catalyst Capital Advisors LLC | $107.6M | 354,954 | 1.78% | 31q | +1.3%+$1.4M |
| Merit Financial Group, LLC | $99.8M | 329,358 | 0.61% | 27q | +6.1%+$5.8M |
| Karpus Management, Inc. | $96.9M | 319,556 | 2.79% | 31q | -0.7%-$645.0K |
| M&T Bank Corp | $92.8M | 306,174 | 0.27% | 26q | -2.2%-$2.1M |
| PARK AVENUE SECURITIES LLC | $91.8M | 302,910 | 0.57% | 25q | +5.0%+$4.4M |
| LINCOLN NATIONAL CORP | $88.9M | 293,140 | 2.27% | 7q | +3.1%+$2.7M |
| Jupiter Topco LLC | $85.3M | 281,530 | 0.03% | new | FIRST |
| Gibraltar Capital Management, Inc. | $85.2M | 281,100 | 13.10% | 6q | HELD |
| Focus Partners Wealth | $85.1M | 280,808 | 0.09% | 11q | +5.2%+$4.2M |
| PITTENGER & ANDERSON INC | $78.4M | 258,663 | 2.81% | 31q | -0.7%-$555.0K |
| Center for Financial Planning, Inc. | $77.9M | 257,140 | 7.29% | 27q | +0.7%+$529.9K |
| VISTA CAPITAL PARTNERS, INC. | $77.4M | 255,406 | 6.77% | 31q | -1.8%-$1.4M |
| Smithfield Trust Co | $76.5M | 251,979 | 3.05% | 31q | -2.6%-$2.0M |
| Auto-Owners Insurance Co | $75.5M | 249,028 | 1.70% | 15q | -11.6%-$9.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $73.8M | 247,593 | 0.12% | 26q | +8.6%+$5.8M |
| Thrivent Financial for Lutherans | $73.5M | 242,540 | 0.12% | 31q | -43.7%-$57.1M |
| Private Advisor Group, LLC | $72.1M | 237,908 | 0.33% | 31q | -35.2%-$39.2M |
| Integrated Wealth Concepts LLC | $72.1M | 237,840 | 0.47% | 31q | +112.4%+$38.1M |
| Sanctuary Advisors, LLC | $71.8M | 236,909 | 0.33% | 9q | +43.1%+$21.6M |
| CENTRAL TRUST Co | $69.6M | 229,713 | 1.26% | 31q | -1.9%-$1.4M |
| Betterment LLC | $68.4M | 225,580 | 0.12% | 31q | -2.3%-$1.6M |
| Beacon Pointe Advisors, LLC | $68.2M | 225,077 | 0.32% | 27q | +40.6%+$19.7M |
| MAI Capital Management | $67.9M | 224,136 | 0.26% | 31q | +6.1%+$3.9M |
| Wealthquest Corp | $67.6M | 222,880 | 4.26% | 22q | -34.3%-$35.3M |
| US BANCORP \DE\ | $66.5M | 219,466 | 0.07% | 31q | +2.9%+$1.9M |
| Joel Isaacson & Co., LLC | $66.5M | 219,403 | 1.93% | 31q | +3.6%+$2.3M |
| NewEdge Advisors, LLC | $66.5M | 219,247 | 0.20% | 31q | +12.4%+$7.3M |
| Janney Montgomery Scott LLC | $65.6M | 216,420 | 0.13% | 31q | +6.1%+$3.8M |
| SCS Capital Management LLC | $65.2M | 215,155 | 0.62% | 6q | -2.1%-$1.4M |
| WIT, LLC | $64.6M | 213,076 | 1.03% | 23q | -19.4%-$15.5M |
Showing the largest 100 of 2,495 reported holders. The count of 2,494 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Q2 2026 in brief
In Q2 2026, 2,494 managers that file Form 13F reported holding Vanguard Index Fds (VB), $48.0B in all. 175 managers opened a position and 91 sold out completely, against 2,410 holders the quarter before. Largest holders: Bank Of America Corp /De/, Morgan Stanley and Wells Fargo & Company/Mn. Largest new positions: Axxcess Wealth Management, Llc ($53.4M), Diversify Advisory Services, Llc ($16.3M) and J.W. Cole Advisors, Inc. ($16.1M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
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 | 1,143 | $7.3B | 25,585,743 | 48 | 399 | 338 | 0.0% |
| Q2 2026 | 2,494 | $48.0B | 158,373,935 | 144 | 821 | 779 | 0.1% |
| Q1 2026 | 2,410 | $41.5B | 158,345,271 | 116 | 853 | 762 | 0.1% |
| Q4 2025 | 2,380 | $43.0B | 158,852,224 | 89 | 849 | 663 | 0.1% |
| Q3 2025 | 2,203 | $39.9B | 156,769,727 | 117 | 740 | 735 | 0.1% |
| Q2 2025 | 2,169 | $38.4B | 162,016,363 | 111 | 816 | 757 | 0.1% |
| Q1 2025 | 2,163 | $35.3B | 160,868,227 | 98 | 824 | 743 | 0.1% |
| Q4 2024 | 2,194 | $70.3B | 293,103,912 | 107 | 777 | 602 | 0.0% |
| Q3 2024 | 1,979 | $35.5B | 149,532,628 | 126 | 768 | 556 | 0.1% |
| Q2 2024 | 1,923 | $32.3B | 147,627,336 | 106 | 669 | 604 | 0.1% |
| Q1 2024 | 1,902 | $36.6B | 160,004,327 | 108 | 707 | 612 | 0.2% |
| Q4 2023 | 1,880 | $31.0B | 144,974,520 | 128 | 662 | 566 | 0.2% |
| Q3 2023 | 1,676 | $52.5B | 277,738,725 | 61 | 624 | 511 | 0.1% |
| Q2 2023 | 1,676 | $26.2B | 132,135,284 | 79 | 647 | 556 | 0.1% |
| Q1 2023 | 1,647 | $25.0B | 142,053,072 | 70 | 585 | 558 | 0.1% |
| Q4 2022 | 1,662 | $24.3B | 132,834,720 | 95 | 591 | 582 | 0.1% |
| Q3 2022 | 1,527 | $231.6B | 1,354,868,960 | 59 | 609 | 462 | 0.0% |
| Q2 2022 | 1,547 | $291.2B | 1,653,211,864 | 63 | 610 | 516 | 0.0% |
| Q1 2022 | 1,595 | $328.4B | 1,545,001,927 | 73 | 660 | 477 | 0.0% |
| Q4 2021 | 1,613 | $252.7B | 1,118,238,189 | 96 | 628 | 362 | 0.0% |
| Q3 2021 | 1,405 | $206.1B | 942,388,771 | 68 | 607 | 348 | 0.0% |
| Q2 2021 | 1,393 | $194.6B | 863,949,998 | 89 | 600 | 367 | 0.0% |
| Q1 2021 | 1,364 | $170.2B | 795,221,060 | 109 | 556 | 422 | 0.0% |
| Q4 2020 | 1,291 | $211.1B | 1,083,149,989 | 102 | 455 | 363 | 0.1% |
| Q3 2020 | 1,113 | $180.0B | 1,170,504,668 | 54 | 397 | 377 | 0.0% |
| Q2 2020 | 1,099 | $131.3B | 901,390,107 | 112 | 410 | 389 | 0.0% |
| Q1 2020 | 1,045 | $110.7B | 960,522,181 | 87 | 401 | 366 | 0.0% |
| Q4 2019 | 1,101 | $141.1B | 852,176,035 | 65 | 412 | 267 | 0.0% |
| Q3 2019 | 966 | $121.5B | 789,860,356 | 44 | 357 | 297 | 0.0% |
| Q2 2019 | 961 | $120.5B | 769,364,973 | 66 | 347 | 298 | 0.0% |
| Q1 2019 | 957 | $116.5B | 762,362,049 | 75 | 332 | 340 | 0.0% |
| Q4 2018 | 926 | $67.6B | 520,577,154 | 8 | 18 | 14 | 0.0% |