DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WHITEHALL FDS (VIGI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
614
Reporting holders
$4.6B
Reported value
0.0%
Calls
0.0%
Puts
+14
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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | $770.7M | 8,253,048 | 2.94% | 30q | +14.0%+$94.6M |
| MORGAN STANLEY | $528.9M | 5,664,422 | 0.03% | 35q | -18.7%-$121.3M |
| BANK OF AMERICA CORP /DE/ | $310.7M | 3,327,511 | 0.02% | 31q | +0.9%+$2.9M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $210.6M | 2,255,097 | 1.58% | 4q | -2.3%-$5.0M |
| JONES FINANCIAL COMPANIES LLLP | $171.2M | 1,840,928 | 0.07% | 23q | +12.8%+$19.5M |
| WELLS FARGO & COMPANY/MN | $130.4M | 1,396,128 | 0.02% | 31q | -0.7%-$965.4K |
| LPL Financial LLC | $96.6M | 1,034,548 | 0.02% | 31q | +2.1%+$2.0M |
| Bank of New York Mellon Corp | $93.6M | 1,002,671 | 0.02% | 10q | -2.4%-$2.3M |
| ENVESTNET ASSET MANAGEMENT INC | $77.2M | 826,631 | 0.02% | 31q | +2.9%+$2.2M |
| RAYMOND JAMES FINANCIAL INC | $72.1M | 772,641 | 0.02% | 7q | -2.2%-$1.6M |
| ROYAL BANK OF CANADA | $67.2M | 719,307 | 0.01% | 31q | +4.6%+$3.0M |
| UBS Group AG | $61.8M | 662,305 | 0.01% | 31q | -0.8%-$471.9K |
| CAPTRUST FINANCIAL ADVISORS | $45.4M | 486,689 | 0.07% | 28q | +3.2%+$1.4M |
| American Financial Advisors, LLC | $43.6M | 467,369 | 5.25% | 29q | +3.1%+$1.3M |
| SCS Capital Management LLC | $42.4M | 453,606 | 0.40% | 6q | -29.4%-$17.7M |
| Cetera Investment Advisers | $41.3M | 442,685 | 0.04% | 23q | -4.2%-$1.8M |
| Capital Advantage, Inc. | $40.3M | 431,472 | 4.92% | 28q | -1.0%-$393.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $38.8M | 415,574 | 0.05% | 31q | -7.1%-$3.0M |
| HOWARD FINANCIAL SERVICES, LTD. | $36.5M | 390,615 | 1.89% | 25q | +109.5%+$19.1M |
| NewEdge Advisors, LLC | $34.2M | 366,196 | 0.10% | 31q | HELD |
| B & T Capital Management DBA Alpha Capital Management | $29.1M | 311,596 | 3.78% | 11q | +1.1%+$310.5K |
| Mariner, LLC | $28.9M | 309,736 | 0.03% | 19q | -1.0%-$284.2K |
| CHOREO, LLC | $28.8M | 308,892 | 0.32% | 10q | +0.9%+$250.4K |
| WEATHERLY ASSET MANAGEMENT L. P. | $27.2M | 291,140 | 1.93% | 24q | +2.5%+$655.2K |
| Janney Montgomery Scott LLC | $26.9M | 288,295 | 0.05% | 31q | +0.8%+$214.4K |
| AMERIPRISE FINANCIAL INC | $26.2M | 280,744 | 0.01% | 31q | -23.0%-$7.8M |
| Ackerman Capital Advisors, LLC | $26.2M | 280,585 | 5.28% | 26q | -9.8%-$2.8M |
| Resonant Capital Advisors, LLC | $25.0M | 267,741 | 1.19% | 17q | -1.0%-$249.0K |
| VeraBank, N.A. | $24.0M | 256,504 | 3.96% | 15q | -6.2%-$1.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.3M | 247,488 | 0.04% | 12q | +60.5%+$8.8M |
| MML INVESTORS SERVICES, LLC | $21.9M | 234,434 | 0.04% | 31q | +17.2%+$3.2M |
| Focused Wealth Management, Inc | $21.8M | 233,837 | 1.90% | 13q | +0.6%+$124.8K |
| PEAPACK GLADSTONE FINANCIAL CORP | $21.3M | 228,049 | 0.24% | 23q | -6.3%-$1.4M |
| GOLDMAN SACHS GROUP INC | $20.0M | 213,810 | 0.00% | 31q | +193.3%+$13.2M |
| Compass Financial Group, INC/SD | $19.5M | 208,540 | 2.23% | 15q | -1.2%-$238.5K |
| STIFEL FINANCIAL CORP | $19.3M | 206,356 | 0.02% | 27q | -1.0%-$202.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $19.2M | 205,462 | 0.01% | 31q | -6.6%-$1.3M |
| GEN Financial Management, INC. | $19.0M | 203,882 | 11.39% | 7q | +0.5%+$101.8K |
| Avantax Planning Partners, Inc. | $18.1M | 193,578 | 0.45% | 18q | +1.4%+$252.2K |
| EASTERN BANK | $17.7M | 189,602 | 0.27% | 14q | -10.6%-$2.1M |
| OSAIC HOLDINGS, INC. | $17.6M | 188,295 | 0.02% | 26q | +25.9%+$3.6M |
| Baird Financial Group, Inc. | $17.1M | 183,119 | 0.02% | 17q | -1.7%-$292.2K |
| NATIXIS ADVISORS, LLC | $15.0M | 160,976 | 0.02% | 16q | +17.0%+$2.2M |
| Cambridge Investment Research Advisors, Inc. | $14.6M | 156,441 | 0.02% | 31q | +87.1%+$6.8M |
| Rockefeller Capital Management L.P. | $14.2M | 152,517 | 0.02% | 31q | +1.3%+$184.7K |
| JANE STREET GROUP, LLC | $13.0M | 138,686 | 0.00% | 11q | -82.7%-$61.8M |
| Buttonwood Financial Advisors Inc. | $12.8M | 136,583 | 3.88% | 12q | +7.4%+$879.0K |
| SWAN Capital LLC | $12.6M | 134,663 | 4.30% | 13q | +11.1%+$1.3M |
| Human Investing LLC | $12.5M | 133,882 | 1.62% | 25q | -1.9%-$247.4K |
| BAXTER BROS INC | $12.1M | 129,664 | 1.40% | 12q | +21.6%+$2.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $12.1M | 129,548 | 0.01% | 30q | -4.4%-$553.8K |
| Landmark Wealth Management, LLC | $12.1M | 129,206 | 2.89% | 8q | +3.3%+$388.6K |
| Steward Partners Investment Advisory, LLC | $12.0M | 128,156 | 0.06% | 29q | +9.5%+$1.0M |
| DAGCO, INC. | $11.8M | 125,877 | 2.17% | 10q | -9.9%-$1.3M |
| Silver Lake Advisory, LLC | $11.7M | 125,809 | 4.20% | 6q | -1.0%-$112.8K |
| Rothschild Wealth LLC | $11.7M | 125,071 | 0.93% | 5q | +1.9%+$217.0K |
| Revisor Wealth Management LLC | $11.2M | 119,706 | 2.69% | 14q | +10.4%+$1.1M |
| TILIA FIDUCIARY PARTNERS, INC. | $11.1M | 119,232 | 5.28% | 19q | -4.9%-$568.3K |
| Kohmann Bosshard Financial Services, LLC | $11.1M | 118,373 | 0.94% | 17q | +1.5%+$159.2K |
| Kestra Advisory Services, LLC | $11.0M | 117,873 | 0.04% | 24q | +4.1%+$429.9K |
| Wedmont Private Capital | $10.8M | 113,919 | 0.30% | 19q | -10.8%-$1.3M |
| BANK OF MONTREAL /CAN/ | $10.4M | 111,788 | 0.00% | 31q | -2.9%-$310.7K |
| Financial Perspectives, Inc | $10.2M | 109,719 | 2.49% | 27q | -0.6%-$66.7K |
| TRUIST FINANCIAL CORP | $10.2M | 109,130 | 0.01% | 27q | HELD |
| Betterment LLC | $10.2M | 108,838 | 0.02% | 18q | -9.9%-$1.1M |
| Cresset Asset Management, LLC | $10.1M | 108,402 | 0.04% | 13q | -67.7%-$21.3M |
| RTD Financial Advisors, Inc. | $10.0M | 106,984 | 1.09% | 19q | -0.5%-$53.4K |
| Goldstone Financial Group, LLC | $9.9M | 106,460 | 0.91% | 14q | -24.8%-$3.3M |
| Keystone Financial Group, Inc. | $9.8M | 105,057 | 5.15% | 7q | +2.3%+$216.3K |
| COLLECTIVE FAMILY OFFICE LLC | $9.7M | 103,750 | 1.98% | 23q | +8.1%+$723.5K |
| Cerity Partners LLC | $9.5M | 102,162 | 0.01% | 10q | +1.7%+$156.8K |
| Madson Wealth Advisors Inc | $9.0M | 96,283 | 6.11% | 2q | HELD |
| Verum Partners LLC | $9.0M | 96,027 | 1.34% | 8q | +16.9%+$1.3M |
| D.A. DAVIDSON & CO. | $8.7M | 93,350 | 0.05% | 31q | -20.6%-$2.3M |
| CITIGROUP INC | $8.6M | 91,777 | 0.00% | 31q | -4.9%-$441.7K |
| BCGM Wealth Management, LLC | $8.5M | 91,367 | 1.80% | 18q | +3.3%+$273.0K |
| Clarion Wealth Managment Partners, LLC | $8.3M | 89,143 | 6.72% | 5q | -11.5%-$1.1M |
| Montecito Bank & Trust | $8.2M | 87,383 | 1.22% | 26q | HELD |
| JPMORGAN CHASE & CO | $8.1M | 86,949 | 0.00% | 16q | +20.3%+$1.4M |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $8.1M | 86,451 | 2.29% | 12q | -28.3%-$3.2M |
| CARY STREET PARTNERS FINANCIAL LLC | $8.1M | 86,261 | 0.18% | 7q | -0.7%-$59.8K |
| Ariston Services Group | $8.0M | 85,423 | 4.40% | 11q | HELD |
| JNBA Financial Advisors | $8.0M | 85,265 | 0.60% | 25q | -11.2%-$1.0M |
| EXCHANGE TRADED CONCEPTS, LLC | $7.8M | 83,234 | 0.04% | 8q | +18.8%+$1.2M |
| New England Private Wealth Advisors LLC | $7.7M | 81,254 | 0.75% | 26q | -2.9%-$228.4K |
| Concord Wealth Partners | $7.6M | 81,365 | 0.87% | 10q | -0.6%-$48.7K |
| Genesis Wealth Advisors, LLC | $7.5M | 80,470 | 4.49% | new | NEW |
| Concord Asset Management, LLC/VA | $7.5M | 79,916 | 1.16% | 9q | -0.7%-$54.1K |
| Addison Advisors LLC | $7.4M | 79,461 | 3.50% | 22q | +3.0%+$213.0K |
| 180 WEALTH ADVISORS, LLC | $7.4M | 79,453 | 0.74% | 31q | +11.6%+$770.4K |
| Werba Rubin Papier Wealth Management | $7.3M | 77,823 | 0.88% | 10q | +17.1%+$1.1M |
| Allworth Financial LP | $7.2M | 77,310 | 0.03% | 22q | -4.9%-$372.0K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $7.2M | 77,161 | 0.94% | 15q | HELD |
| SMITH, MOORE & CO. | $7.1M | 75,500 | 0.46% | 31q | -1.4%-$102.7K |
| BLAIR WILLIAM & CO/IL | $7.0M | 75,207 | 0.02% | 31q | -22.7%-$2.1M |
| Apella Capital, LLC | $7.0M | 73,105 | 0.10% | 2q | -1.7%-$123.1K |
| IFG Advisory, LLC | $6.6M | 70,903 | 0.23% | new | NEW |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $6.5M | 69,338 | 0.24% | 29q | -14.1%-$1.1M |
| Tanglewood Wealth Management, Inc. | $6.4M | 68,858 | 0.55% | 26q | -0.7%-$43.3K |
| PFG Advisors | $6.3M | 67,975 | 0.32% | 4q | +16.7%+$906.3K |
Showing the largest 100 of 614 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 | 242 | $837.6M | 8,894,131 | 12 | 73 | 62 | 0.0% |
| Q2 2026 | 614 | $4.6B | 48,858,153 | 44 | 206 | 188 | 0.0% |
| Q1 2026 | 600 | $4.5B | 50,445,976 | 49 | 212 | 178 | 0.0% |
| Q4 2025 | 591 | $5.1B | 55,752,843 | 43 | 217 | 146 | 0.0% |
| Q3 2025 | 544 | $4.4B | 49,548,094 | 49 | 201 | 133 | 0.0% |
| Q2 2025 | 536 | $4.6B | 50,621,181 | 48 | 216 | 138 | 0.0% |
| Q1 2025 | 510 | $4.0B | 48,408,706 | 46 | 182 | 144 | 0.0% |
| Q4 2024 | 494 | $3.7B | 46,682,316 | 34 | 180 | 123 | 0.0% |
| Q3 2024 | 466 | $4.0B | 46,140,684 | 49 | 161 | 124 | 0.2% |
| Q2 2024 | 438 | $3.6B | 44,901,786 | 34 | 180 | 125 | 0.0% |
| Q1 2024 | 436 | $4.5B | 55,376,450 | 32 | 182 | 122 | 0.2% |
| Q4 2023 | 426 | $3.6B | 45,016,561 | 48 | 140 | 136 | 0.0% |
| Q3 2023 | 373 | $2.6B | 36,361,259 | 21 | 154 | 90 | 0.0% |
| Q2 2023 | 374 | $2.7B | 36,013,155 | 30 | 162 | 91 | 0.0% |
| Q1 2023 | 362 | $2.4B | 32,910,336 | 35 | 147 | 88 | 0.0% |
| Q4 2022 | 358 | $2.3B | 33,606,711 | 57 | 121 | 109 | 0.0% |
| Q3 2022 | 303 | $9.0B | 144,965,888 | 33 | 95 | 108 | 0.0% |
| Q2 2022 | 302 | $8.5B | 124,552,321 | 33 | 111 | 89 | 0.0% |
| Q1 2022 | 297 | $10.4B | 131,290,412 | 25 | 122 | 74 | 0.0% |
| Q4 2021 | 314 | $17.4B | 259,826,503 | 32 | 130 | 63 | 0.0% |
| Q3 2021 | 268 | $10.1B | 115,668,547 | 13 | 120 | 57 | 0.0% |
| Q2 2021 | 272 | $8.9B | 101,163,397 | 27 | 122 | 47 | 0.0% |
| Q1 2021 | 262 | $1.9B | 26,114,396 | 26 | 115 | 52 | 0.0% |
| Q4 2020 | 248 | $4.6B | 57,087,976 | 35 | 89 | 52 | 0.0% |
| Q3 2020 | 205 | $3.7B | 51,133,980 | 25 | 79 | 52 | 0.0% |
| Q2 2020 | 191 | $3.0B | 44,372,492 | 40 | 73 | 48 | 0.0% |
| Q1 2020 | 168 | $2.0B | 34,698,920 | 33 | 65 | 36 | 0.0% |
| Q4 2019 | 159 | $1.9B | 26,115,597 | 32 | 57 | 26 | 0.0% |
| Q3 2019 | 122 | $1.5B | 22,747,503 | 20 | 44 | 27 | 0.0% |
| Q2 2019 | 109 | $1.7B | 24,752,307 | 12 | 40 | 22 | 0.0% |
| Q1 2019 | 110 | $1.0B | 16,206,686 | 20 | 35 | 28 | 0.0% |
| Q4 2018 | 98 | $439.4M | 7,622,417 | 1 | 1 | 2 | 0.0% |