DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD ADMIRAL FDS INC (VIOG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
203
Reporting holders
$437.5M
Reported value
2.0%
Calls
0.2%
Puts
+21
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $34.2M | 222,727 | 0.00% | 35q | +3.3%+$1.1M |
| LPL Financial LLC | $34.1M | 222,272 | 0.01% | 31q | -1.2%-$421.4K |
| RAYMOND JAMES FINANCIAL INC | $26.1M | 170,087 | 0.01% | 7q | +3.4%+$868.0K |
| BANK OF AMERICA CORP /DE/ | $18.8M | 122,394 | 0.00% | 31q | +3.5%+$631.3K |
| Alliance Wealth Advisors, LLC /UT | $17.0M | 110,686 | 3.20% | 4q | +12.8%+$1.9M |
| Legacies Wealth LLC | $15.4M | 100,694 | 8.46% | 31q | +5.4%+$784.9K |
| Mariner, LLC | $13.8M | 90,168 | 0.01% | 16q | +5.7%+$751.6K |
| Steward Partners Investment Advisory, LLC | $12.3M | 80,275 | 0.06% | 15q | +2.8%+$332.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.9M | 77,527 | 0.01% | 31q | +17.6%+$1.8M |
| St. Louis Trust Co | $11.4M | 12,290 | 1.30% | 5q | HELD |
| Global Retirement Partners, LLC | $9.3M | 60,595 | 0.14% | 13q | -1.1%-$99.9K |
| LMG Wealth Partners, LLC | $8.9M | 58,265 | 1.43% | 15q | -1.6%-$144.7K |
| Code Waechter LLC | $8.8M | 57,143 | 4.54% | 5q | +4.1%+$343.0K |
| BALANCED WEALTH GROUP LLC | $7.9M | 51,756 | 2.51% | 6q | +1956.3%+$7.6M |
| ENVESTNET ASSET MANAGEMENT INC | $7.8M | 51,076 | 0.00% | 31q | +11.8%+$828.2K |
| GOLDMAN SACHS GROUP INC | $7.7M | 50,000 | 0.00% | 29q | -1.5%-$115.7K |
| PRINCIPAL SECURITIES, INC. | $7.6M | 49,852 | 0.09% | 11q | +4.3%+$317.4K |
| WELLS FARGO & COMPANY/MN | $6.5M | 42,651 | 0.00% | 31q | HELD |
| KIECKHEFER GROUP LLC | $6.2M | 40,429 | 2.52% | 7q | HELD |
| Cambridge Investment Research Advisors, Inc. | $6.2M | 40,230 | 0.01% | 31q | +97.9%+$3.1M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $6.1M | 40,081 | 0.05% | 22q | -2.6%-$164.8K |
| IMC-Chicago, LLC | $5.8M CALL+PUT | options only | 0.00% | 5q | OPTIONS |
| RWA WEALTH PARTNERS, LLC | $5.2M | 33,778 | 0.05% | 31q | -2.3%-$123.2K |
| ROYAL BANK OF CANADA | $5.1M | 33,396 | 0.00% | 31q | +4.5%+$218.9K |
| AMERIPRISE FINANCIAL INC | $5.1M | 33,194 | 0.00% | 31q | -17.3%-$1.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.9M | 32,531 | 0.01% | 5q | +7.9%+$358.4K |
| BROWN ADVISORY INC | $4.5M | 29,404 | 0.01% | 5q | HELD |
| PFG Advisors | $4.2M | 27,059 | 0.21% | 4q | +2.7%+$109.7K |
| UBS Group AG | $3.9M | 25,138 | 0.00% | 31q | -4.7%-$189.5K |
| LOWERY THOMAS, LLC | $3.9M | 25,110 | 1.88% | 19q | +1.0%+$39.3K |
| MidFirst Bank | $3.8M | 24,465 | 0.27% | 3q | +6.0%+$213.7K |
| Janney Montgomery Scott LLC | $3.6M | 23,292 | 0.01% | 12q | +1.5%+$53.6K |
| SIMPLEX TRADING, LLC | $3.5M CALL+PUT | options only | 0.00% | 17q | OPTIONS |
| Cetera Investment Advisers | $3.5M | 22,716 | 0.00% | 15q | +5.1%+$167.8K |
| JPMORGAN CHASE & CO | $3.2M | 21,053 | 0.00% | 13q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 20,254 | 0.00% | 31q | -1.8%-$57.1K |
| OSAIC HOLDINGS, INC. | $2.9M | 18,723 | 0.00% | 26q | +9.1%+$240.7K |
| CAPITAL WEALTH MANAGEMENT, LLC | $2.6M | 17,158 | 0.63% | 18q | +7.0%+$172.1K |
| Financial Engines Advisors L.L.C. | $2.6M | 17,140 | 0.00% | 7q | -14.6%-$450.6K |
| Veratis Advisors, Inc. | $2.6M | 17,027 | 1.85% | 2q | -1.7%-$45.7K |
| STUDIO INVESTMENT MANAGEMENT LLC | $2.4M | 15,942 | 0.41% | 14q | -2.6%-$65.2K |
| Strategic Blueprint, LLC | $2.3M | 15,046 | 0.12% | 5q | +20.6%+$395.1K |
| Private Advisor Group, LLC | $2.2M | 14,449 | 0.01% | 14q | -3.8%-$87.8K |
| Kestra Advisory Services, LLC | $2.2M | 14,265 | 0.01% | 22q | +4.0%+$85.0K |
| GTS SECURITIES LLC | $2.1M | 13,406 | 0.04% | 2q | +196.5%+$1.4M |
| Tempo Wealth, LLC | $2.0M | 13,127 | 0.30% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $1.9M | 12,681 | 0.00% | 31q | +15.2%+$256.4K |
| Diversified Enterprises, LLC | $1.9M | 12,226 | 0.09% | 2q | +13.9%+$228.3K |
| Bank of New Hampshire | $1.7M | 11,395 | 0.36% | 21q | -11.8%-$233.5K |
| D.A. DAVIDSON & CO. | $1.7M | 11,231 | 0.01% | 22q | -2.2%-$38.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.6M | 10,725 | 0.08% | 11q | -4.4%-$75.3K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.6M | 10,583 | 0.11% | 15q | HELD |
| Kingsview Wealth Management, LLC | $1.6M | 10,564 | 0.02% | 2q | +51.5%+$550.6K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $1.6M | 10,148 | 0.01% | 11q | -4.7%-$77.2K |
| STIFEL FINANCIAL CORP | $1.4M | 9,207 | 0.00% | 31q | +3.3%+$45.7K |
| Crescent Sterling, Ltd. | $1.4M | 9,207 | 1.26% | 7q | +4.7%+$63.4K |
| Equitable Holdings, Inc. | $1.4M | 9,089 | 0.01% | 21q | -50.1%-$1.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $1.4M | 9,051 | 0.00% | 18q | -2.5%-$36.2K |
| Del-Sette Capital Management, LLC | $1.3M | 8,435 | 0.76% | 8q | -83.4%-$6.5M |
| ALEXANDER LABRUNERIE & CO., INC. | $1.3M | 8,196 | 0.44% | 10q | HELD |
| Ackerman Capital Advisors, LLC | $1.2M | 8,095 | 0.25% | 25q | -0.5%-$6.8K |
| Sovran Advisors, LLC | $1.2M | 8,298 | 0.09% | 7q | +3.9%+$46.3K |
| RIVERSEDGE ADVISORS, LLC | $1.2M | 7,958 | 0.16% | 5q | +2.0%+$23.8K |
| Summit Asset Management, LLC | $1.2M | 7,936 | 0.16% | 26q | HELD |
| Vantus Wealth LLC | $1.2M | 7,808 | 0.64% | 2q | +16.6%+$170.1K |
| Junk Investment Group, LLC | $1.2M | 7,635 | 0.52% | 2q | HELD |
| Advyzon Investment Management, LLC | $1.2M | 7,621 | 0.08% | 3q | +8.2%+$88.5K |
| Sierra Capital LLC | $1.1M | 7,374 | 0.11% | 18q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $1.1M | 7,146 | 0.00% | 9q | +20.4%+$183.8K |
| Brand Asset Management Group, Inc. | $1.1M | 6,856 | 0.23% | 2q | HELD |
| Strategic Advocates LLC | $994.6K | 6,483 | 3.85% | 11q | HELD |
| Waverly Advisors, LLC | $975.8K | 6,360 | 0.01% | 7q | +1.8%+$16.9K |
| MGO ONE SEVEN LLC | $899.0K | 5,860 | 0.01% | 6q | +3.4%+$29.3K |
| VIAWEALTH, LLC | $890.2K | 5,802 | 0.45% | 15q | -1.9%-$17.0K |
| Naviter Wealth, LLC | $886.5K | 5,778 | 0.08% | 7q | HELD |
| TRUIST FINANCIAL CORP | $809.6K | 5,277 | 0.00% | 2q | +165.8%+$505.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $780.4K | 5,086 | 0.01% | 8q | -12.0%-$106.8K |
| SpringVest Wealth Management LLC | $777.2K | 5,066 | 0.49% | 7q | HELD |
| Summit Financial, LLC | $775.5K | 5,055 | 0.01% | 2q | -1.9%-$15.3K |
| Rodgers & Associates, LTD | $734.7K | 4,789 | 0.07% | 15q | -3.6%-$27.5K |
| Merit Financial Group, LLC | $721.7K | 4,704 | 0.00% | 2q | HELD |
| Savant Capital, LLC | $712.4K | 5,126 | 0.00% | 8q | +100.5%+$357.0K |
| Pacific Sun Financial Corp | $705.3K | 4,597 | 0.29% | 21q | +1.1%+$7.7K |
| Farther Finance Advisors, LLC | $700.1K | 4,564 | 0.01% | 7q | -7.7%-$58.1K |
| Cannell & Spears LLC | $669.7K | 4,365 | 0.01% | 10q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $645.8K | 4,209 | 0.01% | 8q | +12.0%+$69.0K |
| Vanguard National Trust Co | $644.8K | 4,203 | 0.04% | 2q | HELD |
| Livet Wealth, LLC | $600.0K | 3,911 | 0.35% | 3q | HELD |
| Advisor Resource Council | $586.3K | 3,855 | 0.17% | new | NEW |
| Simplicity Wealth,LLC | $577.3K | 3,763 | 0.02% | 4q | -41.0%-$401.0K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $559.9K | 3,650 | 0.11% | 13q | +3.8%+$20.6K |
| &PARTNERS | $554.5K | 3,614 | 0.00% | 7q | HELD |
| WASHINGTON CAPITAL MANAGEMENT, INC | $537.0K | 3,500 | 0.35% | new | NEW |
| Belvedere Trading LLC | $537.0K CALL | options only | 0.00% | 14q | OPTIONS |
| Prospera Financial Services Inc | $532.4K | 3,470 | 0.01% | 11q | HELD |
| Beaird Harris Wealth Management, LLC | $492.8K | 3,212 | 0.03% | 8q | HELD |
| Atlanta Consulting Group Advisors, LLC | $488.6K | 3,185 | 0.08% | 10q | HELD |
| Meridian Wealth Management, LLC | $486.4K | 3,170 | 0.01% | 5q | HELD |
| Fund Evaluation Group, LLC | $484.1K | 3,155 | 0.01% | 2q | +41.5%+$141.9K |
| Clark Capital Management Group, Inc. | $467.2K | 3,045 | 0.00% | 3q | HELD |
Showing the largest 100 of 203 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 | 66 | $72.6M | 526,368 | 9 | 16 | 11 | 0.0% |
| Q2 2026 | 203 | $437.5M | 2,729,512 | 27 | 56 | 42 | 2.4% |
| Q1 2026 | 182 | $322.9M | 2,540,756 | 19 | 55 | 39 | 2.1% |
| Q4 2025 | 184 | $334.4M | 2,668,269 | 18 | 57 | 43 | 3.1% |
| Q3 2025 | 171 | $356.4M | 2,863,833 | 27 | 52 | 37 | 2.2% |
| Q2 2025 | 158 | $327.8M | 2,803,635 | 24 | 46 | 36 | 2.1% |
| Q1 2025 | 151 | $331.2M | 3,090,839 | 8 | 43 | 46 | 0.2% |
| Q4 2024 | 166 | $457.7M | 3,919,227 | 16 | 54 | 36 | 0.4% |
| Q3 2024 | 158 | $456.6M | 3,774,644 | 27 | 52 | 32 | 1.0% |
| Q2 2024 | 136 | $385.5M | 3,483,418 | 17 | 39 | 26 | 0.4% |
| Q1 2024 | 131 | $406.2M | 3,592,121 | 17 | 45 | 27 | 0.6% |
| Q4 2023 | 124 | $254.1M | 2,352,012 | 20 | 40 | 27 | 0.5% |
| Q3 2023 | 108 | $165.7M | 1,729,338 | 8 | 39 | 29 | 1.6% |
| Q2 2023 | 112 | $161.7M | 1,597,490 | 12 | 35 | 32 | 2.0% |
| Q1 2023 | 104 | $146.1M | 1,530,998 | 16 | 38 | 24 | 0.7% |
| Q4 2022 | 98 | $137.3M | 731,485 | 20 | 33 | 21 | 0.3% |
| Q3 2022 | 89 | $3.8B | 21,641,344 | 10 | 31 | 21 | 0.0% |
| Q2 2022 | 87 | $4.0B | 22,302,150 | 8 | 31 | 23 | 0.0% |
| Q1 2022 | 94 | $2.5B | 11,488,990 | 15 | 33 | 20 | 0.0% |
| Q4 2021 | 97 | $4.1B | 16,951,423 | 16 | 30 | 15 | 0.0% |
| Q3 2021 | 81 | $2.5B | 10,954,929 | 8 | 29 | 16 | 0.0% |
| Q2 2021 | 84 | $2.5B | 10,972,990 | 10 | 29 | 15 | 0.0% |
| Q1 2021 | 73 | $2.2B | 9,731,469 | 14 | 29 | 10 | 0.0% |
| Q4 2020 | 65 | $2.1B | 10,429,789 | 4 | 19 | 17 | 0.0% |
| Q3 2020 | 66 | $1.3B | 8,606,729 | 8 | 14 | 21 | 0.0% |
| Q2 2020 | 62 | $1.3B | 9,074,560 | 10 | 12 | 23 | 0.0% |
| Q1 2020 | 60 | $1.2B | 9,900,421 | 9 | 11 | 21 | 0.0% |
| Q4 2019 | 68 | $7.5B | 44,989,171 | 10 | 20 | 19 | 0.0% |
| Q3 2019 | 63 | $6.2B | 40,211,299 | 3 | 16 | 26 | 0.0% |
| Q2 2019 | 67 | $6.7B | 42,583,995 | 4 | 24 | 20 | 0.0% |
| Q1 2019 | 71 | $7.1B | 46,150,317 | 7 | 22 | 21 | 0.0% |
| Q4 2018 | 67 | $6.2B | 44,831,230 | 1 | 1 | 4 | 0.0% |