DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INDEX FDS (VBK)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,289
Reporting holders
$14.6B
Reported value
0.1%
Calls
0.0%
Puts
+63
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/ | $3.1B | 8,482,761 | 0.20% | 31q | +0.5%+$16.3M |
| MORGAN STANLEY | $734.1M | 2,007,340 | 0.04% | 35q | +3.7%+$25.9M |
| ASSETMARK, INC | $588.2M | 1,608,348 | 1.01% | 31q | HELD |
| EP Wealth Advisors, LLC | $373.0M | 1,020,017 | 1.43% | 18q | +26.3%+$77.6M |
| SEI INVESTMENTS CO | $359.4M | 982,654 | 0.32% | 31q | HELD |
| LPL Financial LLC | $334.9M | 915,761 | 0.08% | 31q | +1.9%+$6.1M |
| WELLS FARGO & COMPANY/MN | $301.9M | 825,425 | 0.05% | 31q | -1.5%-$4.5M |
| UBS Group AG | $280.0M | 765,614 | 0.04% | 31q | -0.5%-$1.4M |
| PNC Financial Services Group, Inc. | $248.3M | 679,026 | 0.12% | 31q | -2.7%-$6.8M |
| MATHER GROUP, LLC. | $237.1M | 648,466 | 2.07% | 31q | +7.4%+$16.3M |
| Cohen Klingenstein LLC | $234.4M | 641,022 | 6.71% | 31q | -3.1%-$7.5M |
| JONES FINANCIAL COMPANIES LLLP | $228.3M | 638,366 | 0.09% | 31q | +3.5%+$7.6M |
| ENVESTNET ASSET MANAGEMENT INC | $224.1M | 612,769 | 0.05% | 31q | -3.8%-$9.0M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $196.9M | 538,400 | 1.46% | 31q | HELD |
| CHOREO, LLC | $195.8M | 535,483 | 2.15% | 50q | +0.7%+$1.4M |
| AMERIPRISE FINANCIAL INC | $184.9M | 505,429 | 0.04% | 31q | +3.6%+$6.5M |
| RAYMOND JAMES FINANCIAL INC | $174.2M | 476,329 | 0.05% | 7q | HELD |
| Pathstone Holdings, LLC | $166.9M | 456,269 | 0.49% | 11q | +224.2%+$115.4M |
| Cetera Investment Advisers | $160.7M | 439,364 | 0.15% | 31q | -7.9%-$13.7M |
| Corient Private Wealth LP | $148.7M | 406,755 | 0.21% | 15q | -60.6%-$228.4M |
| RWA WEALTH PARTNERS, LLC | $137.1M | 375,004 | 1.31% | 31q | +1.8%+$2.4M |
| MML INVESTORS SERVICES, LLC | $136.4M | 373,109 | 0.28% | 31q | +13.9%+$16.6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $124.4M | 340,130 | 0.43% | 2q | -7.4%-$9.9M |
| OSAIC HOLDINGS, INC. | $121.1M | 330,779 | 0.14% | 26q | +11.9%+$12.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $119.5M | 326,837 | 0.06% | 31q | +3.1%+$3.6M |
| ROYAL BANK OF CANADA | $118.1M | 322,843 | 0.02% | 31q | +10.0%+$10.7M |
| Rockefeller Capital Management L.P. | $116.8M | 319,268 | 0.18% | 31q | HELD |
| Sand Hill Global Advisors, LLC | $108.6M | 296,997 | 3.27% | 19q | -5.5%-$6.3M |
| HighTower Advisors, LLC | $98.3M | 268,681 | 0.09% | 22q | -1.7%-$1.7M |
| JPMORGAN CHASE & CO | $82.4M | 228,047 | 0.00% | 31q | -6.3%-$5.5M |
| St. Louis Trust Co | $81.6M | 3,648? | 9.32% | 23q | |
| Focus Partners Wealth | $79.8M | 218,136 | 0.08% | 11q | -2.4%-$2.0M |
| Wealthspire Advisors, LLC | $75.0M | 205,004 | 0.41% | 23q | HELD |
| Mariner, LLC | $74.8M | 204,648 | 0.08% | 31q | -3.7%-$2.9M |
| 1832 Asset Management L.P. | $71.9M | 196,613 | 0.04% | 9q | -8.1%-$6.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $70.6M | 193,066 | 0.09% | 31q | -6.4%-$4.8M |
| Savant Capital, LLC | $68.8M | 200,771 | 0.20% | 30q | +217.1%+$47.1M |
| Howard Capital Management, LLC | $67.0M | 183,200 | 0.80% | 2q | HELD |
| US BANCORP \DE\ | $66.6M | 181,979 | 0.07% | 31q | -11.7%-$8.8M |
| Beacon Pointe Advisors, LLC | $62.2M | 170,183 | 0.29% | 30q | -0.9%-$575.2K |
| FIFTH THIRD BANCORP | $57.4M | 156,872 | 0.09% | 31q | -6.2%-$3.8M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $54.5M | 149,149 | 3.08% | 22q | HELD |
| STIFEL FINANCIAL CORP | $54.2M | 148,109 | 0.05% | 31q | HELD |
| STEPHENS INC /AR/ | $51.4M | 140,559 | 0.58% | 31q | +5.5%+$2.7M |
| Creative Planning | $51.3M | 140,393 | 0.03% | 31q | +13.2%+$6.0M |
| Cambridge Investment Research Advisors, Inc. | $51.2M | 140,024 | 0.06% | 31q | +83.8%+$23.3M |
| Bragg Financial Advisors, Inc | $51.2M | 139,930 | 1.37% | 31q | +1.5%+$732.1K |
| Rodgers & Associates, LTD | $50.3M | 137,533 | 4.56% | 23q | -1.6%-$796.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $49.8M | 136,150 | 0.27% | 31q | -4.7%-$2.4M |
| Summit Financial Strategies, Inc. | $49.6M | 135,738 | 3.48% | 21q | -1.9%-$961.1K |
| One Day In July LLC | $48.1M | 131,643 | 3.35% | 25q | +2.0%+$932.5K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $45.6M | 124,773 | 3.06% | 15q | +2.5%+$1.1M |
| Strategies Wealth Advisors, LLC | $45.3M | 123,901 | 4.05% | 18q | -14.3%-$7.5M |
| American Financial Advisors, LLC | $41.8M | 114,217 | 5.03% | 31q | -3.0%-$1.3M |
| FMR LLC | $41.5M | 113,480 | 0.00% | 31q | +14.1%+$5.1M |
| Waldron Private Wealth LLC | $37.3M | 102,047 | 1.29% | 31q | -1.1%-$415.1K |
| Brickley Wealth Management | $37.1M | 101,567 | 5.33% | 31q | +0.7%+$272.8K |
| NewEdge Advisors, LLC | $36.6M | 100,187 | 0.11% | 31q | -1.7%-$625.7K |
| Aaron Wealth Advisors LLC | $35.5M | 96,959 | 1.80% | 23q | HELD |
| Kestra Advisory Services, LLC | $34.5M | 94,262 | 0.11% | 24q | -1.2%-$425.3K |
| Arax Advisory Partners | $34.2M | 93,475 | 0.23% | 3q | +96.3%+$16.8M |
| Cresset Asset Management, LLC | $32.7M | 89,369 | 0.12% | 19q | +3.6%+$1.2M |
| BHK Investment Advisors, LLC | $31.5M | 86,081 | 9.40% | 31q | -1.9%-$619.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $31.1M | 85,159 | 0.00% | 12q | -2.5%-$785.9K |
| NATIXIS ADVISORS, LLC | $31.0M | 84,721 | 0.03% | 31q | HELD |
| Avior Wealth Management, LLC | $30.8M | 84,243 | 0.81% | 31q | -35.7%-$17.1M |
| Vision Capital Management, Inc. | $30.7M | 84,065 | 3.51% | 18q | -3.3%-$1.1M |
| Whitaker-Myers Wealth Managers, LTD. | $28.6M | 78,324 | 4.78% | 15q | +3.8%+$1.1M |
| GOLDMAN SACHS GROUP INC | $27.6M | 75,560 | 0.00% | 31q | +1.2%+$324.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $27.6M | 77,969 | 0.05% | 12q | +0.6%+$151.9K |
| OpenArc Corporate Advisory, LLC | $26.8M | 73,173 | 0.32% | 3q | +38.9%+$7.5M |
| Quent Capital, LLC | $26.6M | 72,761 | 1.63% | 19q | +1.8%+$482.4K |
| Merit Financial Group, LLC | $26.5M | 72,415 | 0.16% | 18q | -9.2%-$2.7M |
| TRUIST FINANCIAL CORP | $25.8M | 70,499 | 0.03% | 31q | -6.0%-$1.7M |
| Atria Investments, Inc | $25.4M | 69,585 | 0.25% | 25q | -2.6%-$668.9K |
| Retirement Investment Advisors, Inc. | $25.2M | 72,220 | 1.80% | 14q | +15.3%+$3.4M |
| Partners in Financial Planning | $24.2M | 66,268 | 3.67% | 21q | -0.8%-$207.4K |
| Steward Partners Investment Advisory, LLC | $23.8M | 65,040 | 0.12% | 31q | -26.5%-$8.6M |
| SAGE FINANCIAL GROUP INC | $23.8M | 64,985 | 1.34% | 31q | +0.8%+$185.0K |
| CIBC Bancorp USA Inc. | $22.8M | 62,476 | 0.03% | 2q | -4.2%-$1.0M |
| BENJAMIN EDWARDS INC | $22.3M | 60,854 | 0.20% | 29q | +2.0%+$442.7K |
| Robinswood Financial LLC | $21.9M | 59,919 | 6.28% | 13q | +1.5%+$318.9K |
| McAdam, LLC | $21.5M | 58,684 | 0.83% | 25q | -22.3%-$6.1M |
| Asset Management Group, Inc. | $21.1M | 57,788 | 3.09% | 31q | -2.0%-$438.8K |
| Gallagher Fiduciary Advisors, LLC | $21.1M | 57,740 | 0.69% | 14q | -4.5%-$991.8K |
| Cornerstone Management, Inc. | $20.9M | 57,180 | 3.01% | 31q | +78.9%+$9.2M |
| RS CRUM INC. | $20.1M | 54,988 | 3.77% | 19q | HELD |
| PRESILIUM PRIVATE WEALTH, LLC | $20.0M | 54,594 | 3.06% | 15q | HELD |
| Systelligence, LLC | $19.7M | 53,847 | 3.29% | new | NEW |
| Pasadena Private Wealth, LLC | $19.4M | 53,151 | 2.47% | 31q | -2.0%-$394.2K |
| Praetorian Wealth Management, Inc. | $18.9M | 51,662 | 3.26% | 25q | +0.5%+$100.6K |
| Vawter Financial, Ltd. | $18.7M | 51,083 | 7.04% | 15q | HELD |
| PEAPACK GLADSTONE FINANCIAL CORP | $18.5M | 50,579 | 0.21% | 31q | -2.0%-$382.5K |
| Cerity Partners LLC | $18.5M | 50,496 | 0.02% | 31q | +18.4%+$2.9M |
| Janney Montgomery Scott LLC | $18.5M | 50,479 | 0.04% | 31q | +42.6%+$5.5M |
| Avantax Planning Partners, Inc. | $18.0M | 49,306 | 0.45% | 20q | -2.4%-$446.5K |
| CAPTRUST FINANCIAL ADVISORS | $18.0M | 49,248 | 0.03% | 31q | +1.9%+$344.1K |
| Focus Financial Network, Inc. | $17.5M | 47,956 | 0.54% | 13q | +2.3%+$398.6K |
| GLENMEDE TRUST CO NA | $17.5M | 47,936 | 0.08% | 29q | +1.9%+$331.0K |
| Peak Retirement Planning, Inc. | $17.5M | 47,871 | 2.77% | 7q | +33.9%+$4.4M |
Showing the largest 100 of 1,292 reported holders. The count of 1,289 above leaves out 3 positions whose reported value failed our price check; they are listed here as filed.
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 | 563 | $2.8B | 8,232,234 | 27 | 157 | 184 | 0.0% |
| Q2 2026 | 1,289 | $14.6B | 39,865,593 | 117 | 346 | 395 | 0.1% |
| Q1 2026 | 1,226 | $12.1B | 40,052,779 | 84 | 369 | 367 | 0.2% |
| Q4 2025 | 1,220 | $13.1B | 42,511,973 | 88 | 363 | 336 | 0.1% |
| Q3 2025 | 1,123 | $12.0B | 40,167,594 | 74 | 338 | 330 | 0.2% |
| Q2 2025 | 1,108 | $11.3B | 40,875,959 | 91 | 322 | 395 | 0.3% |
| Q1 2025 | 1,083 | $10.2B | 40,617,593 | 51 | 362 | 354 | 0.2% |
| Q4 2024 | 1,128 | $38.3B | 136,504,516 | 66 | 344 | 291 | 0.1% |
| Q3 2024 | 1,027 | $36.3B | 135,735,772 | 71 | 319 | 293 | 0.1% |
| Q2 2024 | 985 | $33.4B | 133,392,615 | 53 | 313 | 329 | 0.0% |
| Q1 2024 | 1,002 | $11.2B | 42,814,751 | 91 | 355 | 282 | 0.1% |
| Q4 2023 | 980 | $9.3B | 38,540,397 | 80 | 353 | 239 | 0.2% |
| Q3 2023 | 871 | $7.5B | 34,746,870 | 50 | 310 | 239 | 0.2% |
| Q2 2023 | 862 | $7.9B | 34,152,075 | 62 | 305 | 266 | 0.2% |
| Q1 2023 | 849 | $7.2B | 33,253,563 | 62 | 252 | 279 | 0.3% |
| Q4 2022 | 853 | $7.2B | 35,957,470 | 73 | 251 | 287 | 0.5% |
| Q3 2022 | 789 | $67.9B | 348,084,903 | 45 | 277 | 253 | 0.0% |
| Q2 2022 | 800 | $81.2B | 411,663,679 | 57 | 294 | 259 | 0.0% |
| Q1 2022 | 851 | $96.0B | 386,913,339 | 45 | 299 | 282 | 0.0% |
| Q4 2021 | 895 | $105.1B | 372,971,136 | 71 | 304 | 199 | 0.0% |
| Q3 2021 | 772 | $76.1B | 271,618,363 | 58 | 274 | 190 | 0.0% |
| Q2 2021 | 757 | $78.5B | 270,854,387 | 54 | 268 | 211 | 0.0% |
| Q1 2021 | 749 | $62.6B | 227,686,924 | 69 | 250 | 211 | 0.0% |
| Q4 2020 | 722 | $57.4B | 214,025,403 | 76 | 236 | 162 | 0.1% |
| Q3 2020 | 633 | $43.1B | 200,442,776 | 58 | 183 | 201 | 0.0% |
| Q2 2020 | 609 | $31.3B | 156,790,347 | 104 | 165 | 196 | 0.0% |
| Q1 2020 | 532 | $23.2B | 154,096,444 | 48 | 164 | 202 | 0.0% |
| Q4 2019 | 597 | $31.1B | 156,463,970 | 53 | 185 | 141 | 0.0% |
| Q3 2019 | 508 | $28.1B | 154,259,478 | 37 | 170 | 152 | 0.0% |
| Q2 2019 | 495 | $20.1B | 108,045,536 | 46 | 153 | 141 | 0.1% |
| Q1 2019 | 481 | $24.7B | 137,498,304 | 58 | 139 | 140 | 0.0% |
| Q4 2018 | 452 | $19.0B | 126,345,395 | 4 | 12 | 8 | 0.0% |