DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INSTL INDEX FD (VGUS)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
98
Reporting holders
$415.5M
Reported value
0.0%
Calls
0.0%
Puts
+13
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $50.1M | 662,654 | 0.01% | 4q | -21.5%-$13.7M |
| Lido Advisors, LLC | $46.7M | 617,696 | 0.13% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $40.0M | 528,454 | 0.00% | 5q | +9.6%+$3.5M |
| MORGAN STANLEY | $28.5M | 377,028 | 0.00% | 4q | +47.5%+$9.2M |
| Coston, McIsaac & Partners | $21.9M | 289,749 | 4.41% | 6q | +20.4%+$3.7M |
| Pines Wealth Management, LLC | $20.4M | 269,259 | 5.86% | 2q | +54.7%+$7.2M |
| RFP Financial Group LLC | $19.8M | 261,650 | 8.87% | 2q | -6.7%-$1.4M |
| Pathway Financial Advisors LLC | $15.6M | 207,201 | 1.82% | 6q | -18.9%-$3.7M |
| TRUIST FINANCIAL CORP | $15.2M | 201,506 | 0.02% | 4q | +45.4%+$4.8M |
| UBS Group AG | $14.6M | 193,087 | 0.00% | 5q | +25.2%+$2.9M |
| Zhang Financial LLC | $10.7M | 141,305 | 0.31% | 3q | +15.2%+$1.4M |
| Hikari Power Ltd | $10.4M | 136,950 | 1.21% | 2q | HELD |
| ROYAL BANK OF CANADA | $10.1M | 133,105 | 0.00% | 5q | +21.3%+$1.8M |
| Strategic Investment Solutions, Inc. /IL | $8.1M | 107,165 | 1.85% | 6q | -17.9%-$1.8M |
| Farther Finance Advisors, LLC | $7.8M | 102,867 | 0.06% | 5q | -7.6%-$640.8K |
| GOLDMAN SACHS GROUP INC | $5.5M | 72,598 | 0.00% | 2q | HELD |
| GUYASUTA INVESTMENT ADVISORS INC | $5.4M | 71,152 | 0.28% | 3q | -8.3%-$484.2K |
| Waverly Advisors, LLC | $5.2M | 68,979 | 0.03% | 3q | +31.1%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $5.1M | 67,712 | 0.00% | 3q | +292.2%+$3.8M |
| Values First Advisors, Inc. | $4.3M | 56,869 | 1.97% | new | NEW |
| Capital Investment Services of America, Inc. | $4.2M | 55,604 | 0.41% | 5q | +6.9%+$273.3K |
| NewEdge Wealth, LLC | $3.7M | 48,517 | 0.04% | 5q | +291.0%+$2.7M |
| Keystone Wealth Services, LLC | $3.2M | 42,476 | 0.60% | 5q | -8.7%-$307.1K |
| RAYMOND JAMES FINANCIAL INC | $3.0M | 39,782 | 0.00% | 2q | +78.8%+$1.3M |
| OSAIC HOLDINGS, INC. | $2.8M | 37,341 | 0.00% | 5q | +10.9%+$278.6K |
| BOSTON FAMILY OFFICE LLC | $2.6M | 34,110 | 0.16% | 5q | +13.7%+$311.4K |
| TFO Wealth Partners, LLC | $2.2M | 29,114 | 0.24% | 4q | +66.2%+$877.1K |
| North Capital, Inc. | $2.1M | 28,027 | 1.60% | 6q | HELD |
| Sara-Bay Financial | $2.0M | 26,500 | 0.53% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.9M | 24,672 | 0.09% | 4q | +73.1%+$788.5K |
| Modera Wealth Management, LLC | $1.7M | 22,171 | 0.02% | 2q | +513.0%+$1.4M |
| Cetera Investment Advisers | $1.6M | 21,280 | 0.00% | 4q | +32.8%+$398.0K |
| HB Wealth Management, LLC | $1.6M | 20,931 | 0.01% | new | NEW |
| Planning Center, Inc. | $1.5M | 20,119 | 0.14% | 6q | -16.9%-$310.5K |
| CULBERTSON A N & CO INC | $1.5M | 19,588 | 0.17% | 2q | +154.4%+$899.4K |
| Steele Capital Management, Inc. | $1.4M | 17,982 | 0.05% | 2q | -30.9%-$608.6K |
| Attessa Capital LLC | $1.3M | 17,058 | 0.58% | 2q | +108.3%+$671.1K |
| Kingsview Wealth Management, LLC | $1.3M | 16,775 | 0.02% | 3q | +12.4%+$140.3K |
| Baird Financial Group, Inc. | $1.3M | 16,762 | 0.00% | 2q | HELD |
| Sierra Capital LLC | $1.3M | 16,687 | 0.12% | 5q | HELD |
| HARBOUR INVESTMENT MANAGEMENT LLC | $1.2M | 16,183 | 0.63% | 2q | -1.6%-$20.0K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | $1.1M | 15,149 | 0.39% | new | FIRST |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $1.1M | 14,952 | 0.79% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 13,400 | 0.00% | 5q | -40.8%-$698.8K |
| ORSER CAPITAL MANAGEMENT, LLC | $1.0M | 13,230 | 0.50% | 5q | HELD |
| JANE STREET GROUP, LLC | $933.1K | 12,333 | 0.00% | 6q | -75.5%-$2.9M |
| Steward Partners Investment Advisory, LLC | $904.7K | 11,958 | 0.00% | 4q | -51.7%-$967.8K |
| Savvy Advisors, Inc. | $900.4K | 11,900 | 0.02% | 4q | +4.0%+$35.0K |
| Tower Research Capital LLC (TRC) | $876.5K | 11,585 | 0.02% | new | NEW |
| Kestra Advisory Services, LLC | $876.2K | 11,581 | 0.00% | 3q | +21.4%+$154.2K |
| Mariner, LLC | $871.1K | 11,514 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $845.3K | 11,172 | 0.01% | 2q | +70.6%+$349.9K |
| HARBOR INVESTMENT ADVISORY, LLC | $800.6K | 10,582 | 0.06% | new | NEW |
| Manuka Financial, LLC | $799.3K | 10,564 | 0.41% | 5q | +0.9%+$6.9K |
| Modern Wealth Management, LLC | $787.6K | 10,410 | 0.01% | 3q | +26.6%+$165.7K |
| Mills Wealth Advisors LLC | $779.9K | 10,308 | 0.25% | new | NEW |
| TMB Capital Partners, LLC | $750.7K | 9,922 | 0.23% | 3q | +10.7%+$72.6K |
| Private Advisory Group LLC | $748.4K | 9,892 | 0.04% | new | NEW |
| Wealthquest Corp | $742.2K | 9,810 | 0.05% | 3q | -50.1%-$743.8K |
| Core Wealth Advisors, Inc. | $703.0K | 9,291 | 0.14% | 4q | -12.5%-$100.2K |
| Burton Enright Welch | $676.8K | 8,945 | 0.08% | 5q | +18.3%+$104.7K |
| Corient Private Wealth LP | $662.9K | 8,762 | 0.00% | 4q | HELD |
| Mullaney, Keating & Wright, Inc. | $653.4K | 8,636 | 0.32% | new | NEW |
| Kestra Investment Management, LLC | $620.4K | 8,200 | 0.01% | new | NEW |
| Quantinno Capital Management LP | $565.5K | 7,474 | 0.00% | 3q | HELD |
| NewEdge Advisors, LLC | $529.2K | 6,995 | 0.00% | 3q | +51.1%+$178.9K |
| Hurlow Wealth Management Group, Inc. | $519.8K | 6,870 | 0.11% | new | NEW |
| Rye Brook Capital LLC | $414.0K | 5,470 | 0.29% | new | NEW |
| Forum Financial Management, LP | $373.0K | 4,930 | 0.00% | new | NEW |
| Old Mission Investment Co LLC | $352.3K | 4,657 | 0.07% | new | NEW |
| Crown Wealth Group, LLC | $351.1K | 4,640 | 0.09% | 4q | -24.0%-$111.1K |
| Bridgewealth Advisory Group, LLC | $321.9K | 4,255 | 0.06% | 6q | -18.6%-$73.8K |
| Index Fund Advisors, Inc. | $301.4K | 3,983 | 0.01% | new | NEW |
| Randolph Co Inc | $299.4K | 3,957 | 0.03% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $292.0K | 3,862 | 0.00% | new | NEW |
| Simmons Bank | $278.7K | 3,683 | 0.02% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $275.0K | 3,635 | 0.00% | 3q | -5.8%-$16.9K |
| HARBOUR INVESTMENTS, INC. | $271.6K | 3,590 | 0.00% | 2q | +190.7%+$178.2K |
| Indivisible Partners | $267.7K | 3,539 | 0.02% | new | NEW |
| CWS Financial Advisors, LLC | $243.0K | 3,212 | 0.05% | new | NEW |
| Focus Partners Advisor Solutions, LLC | $225.7K | 2,983 | 0.00% | 5q | HELD |
| Graney & King, LLC | $222.1K | 2,936 | 0.08% | 2q | +4.6%+$9.8K |
| HRT FINANCIAL LP | $203.0K | 2,696 | 0.00% | new | NEW |
| Schiavi & Co LLC | $201.0K | 2,657 | 0.05% | 4q | HELD |
| DiNuzzo Private Wealth, Inc. | $200.7K | 2,652 | 0.02% | 3q | HELD |
| S.A. Mason LLC | $191.8K | 2,535 | 0.06% | new | NEW |
| FIFTH THIRD BANCORP | $128.6K | 1,700 | 0.00% | 2q | +750.0%+$113.5K |
| NATIONAL BANK OF CANADA /FI/ | $121.6K | 1,608 | 0.00% | 2q | +1.5%+$1.8K |
| Asset Dedication, LLC | $117.5K | 1,553 | 0.01% | 2q | HELD |
| NORTHSTAR ASSET MANAGEMENT Co | $79.4K | 1,050 | 0.01% | new | NEW |
| FIDUCIARY ADVISORS, INC. | $61.0K | 806 | 0.04% | 3q | +0.9% |
| FIDUCIARY FINANCIAL ADVISORS | $56.3K | 744 | 0.01% | new | NEW |
| IFP Advisors, Inc | $36.5K | 483 | 0.00% | 6q | +0.8% |
| North Star Investment Management Corp. | $32.3K | 427 | 0.00% | 5q | +0.7% |
| AE Wealth Management LLC | $23.4K | 310 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $9.6K | 127 | 0.00% | 2q | -67.1%-$19.6K |
| VANGUARD ADVISERS INC | $133 | 2 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $11 | none filed | 0.00% | 4q | -100.0% |
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 | 38 | $111.1M | 1,471,438 | 11 | 14 | 7 | 0.0% |
| Q2 2026 | 98 | $415.5M | 5,492,782 | 24 | 37 | 20 | 0.0% |
| Q1 2026 | 85 | $334.7M | 4,424,455 | 22 | 38 | 11 | 0.0% |
| Q4 2025 | 74 | $172.6M | 2,287,009 | 23 | 27 | 9 | 0.0% |
| Q3 2025 | 55 | $122.8M | 1,621,275 | 21 | 19 | 7 | 0.0% |
| Q2 2025 | 38 | $51.8M | 685,415 | 25 | 8 | 3 | 0.0% |
| Q1 2025 | 13 | $27.0M | 357,218 | 12 | 0 | 0 | 0.0% |