DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD ADMIRAL FDS INC (VIOO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
411
Reporting holders
$2.0B
Reported value
0.0%
Calls
0.0%
Puts
+26
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 |
|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | $153.5M | 1,115,920 | 2.91% | 31q | +2.7%+$4.0M |
| BANK OF AMERICA CORP /DE/ | $119.3M | 867,438 | 0.01% | 31q | -1.6%-$1.9M |
| MORGAN STANLEY | $113.6M | 825,868 | 0.01% | 35q | +4.8%+$5.2M |
| RAYMOND JAMES FINANCIAL INC | $81.7M | 594,078 | 0.02% | 7q | +56.2%+$29.4M |
| Mariner, LLC | $81.3M | 591,038 | 0.09% | 16q | -4.2%-$3.6M |
| Cerity Partners LLC | $60.9M | 442,935 | 0.07% | 15q | -0.9%-$524.3K |
| AMERIPRISE FINANCIAL INC | $59.2M | 430,671 | 0.01% | 31q | -5.4%-$3.4M |
| WELLS FARGO & COMPANY/MN | $52.0M | 378,299 | 0.01% | 31q | HELD |
| Pathstone Holdings, LLC | $50.0M | 363,428 | 0.15% | 11q | +2.7%+$1.3M |
| Savant Capital, LLC | $49.7M | 394,894 | 0.15% | 31q | +94.7%+$24.2M |
| JPMORGAN CHASE & CO | $49.4M | 361,491 | 0.00% | 31q | +2.9%+$1.4M |
| UBS Group AG | $48.9M | 355,333 | 0.01% | 31q | HELD |
| ROYAL BANK OF CANADA | $48.2M | 350,597 | 0.01% | 31q | -3.5%-$1.7M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $46.6M | 338,693 | 0.34% | 26q | +30.8%+$11.0M |
| GOLDMAN SACHS GROUP INC | $41.9M | 304,644 | 0.00% | 17q | +6.7%+$2.6M |
| LPL Financial LLC | $36.9M | 268,540 | 0.01% | 31q | +10.7%+$3.6M |
| OSAIC HOLDINGS, INC. | $36.4M | 264,227 | 0.04% | 26q | +5.2%+$1.8M |
| HANTZ FINANCIAL SERVICES, INC. | $34.5M | 250,961 | 0.47% | 9q | +27.5%+$7.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $31.8M | 231,279 | 0.02% | 31q | -3.1%-$1.0M |
| Cetera Investment Advisers | $31.0M | 225,666 | 0.03% | 10q | +0.5%+$160.6K |
| Warwick Investment Management, Inc. | $29.6M | 215,237 | 3.32% | 10q | +5.8%+$1.6M |
| OLD NATIONAL BANCORP /IN/ | $23.7M | 172,006 | 0.47% | 17q | -0.9%-$216.9K |
| AdvisorNet Financial, Inc | $22.0M | 160,011 | 1.01% | 21q | +14.1%+$2.7M |
| Wiser Wealth Management, Inc | $21.1M | 153,116 | 4.03% | 17q | -0.8%-$171.5K |
| TCV Trust & Wealth Management, Inc. | $20.4M | 148,330 | 1.55% | 10q | -1.0%-$205.2K |
| One Day In July LLC | $19.4M | 140,861 | 1.35% | 31q | -3.4%-$675.6K |
| Cambridge Investment Research Advisors, Inc. | $19.1M | 138,751 | 0.02% | 31q | +0.7%+$129.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.1M | 138,590 | 0.02% | 31q | -18.2%-$4.2M |
| Moss Adams Wealth Advisors LLC | $13.7M | 99,440 | 0.85% | 15q | -15.6%-$2.5M |
| Janney Montgomery Scott LLC | $13.6M | 99,110 | 0.03% | 4q | +0.9%+$121.3K |
| ENVESTNET ASSET MANAGEMENT INC | $13.2M | 96,027 | 0.00% | 31q | +17.0%+$1.9M |
| Pinnacle Financial Partners, Inc. | $13.1M | 95,378 | 0.09% | 3q | HELD |
| STIFEL FINANCIAL CORP | $12.8M | 93,215 | 0.01% | 31q | +28.4%+$2.8M |
| Corient Private Wealth LP | $12.7M | 92,625 | 0.02% | 15q | +4.9%+$597.8K |
| Berman McAleer LLC | $12.7M | 92,161 | 1.47% | 4q | -1.4%-$178.1K |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $11.8M | 85,513 | 0.17% | 12q | -2.8%-$336.0K |
| EP Wealth Advisors, LLC | $11.4M | 82,629 | 0.04% | 11q | +129.0%+$6.4M |
| Marble Harbor Investment Counsel, LLC | $10.9M | 79,432 | 1.11% | 31q | +1.5%+$163.0K |
| Concurrent Investment Advisors, LLC | $10.8M | 78,715 | 0.09% | 11q | +2.5%+$268.1K |
| MAI Capital Management | $10.4M | 75,508 | 0.04% | 7q | +10.9%+$1.0M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | $10.3M | 74,800 | 4.78% | 15q | HELD |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $10.3M | 74,800 | 1.37% | 3q | +1.4%+$139.2K |
| CAPTRUST FINANCIAL ADVISORS | $9.9M | 71,829 | 0.02% | 11q | -41.3%-$6.9M |
| New Insight Wealth Advisors | $9.6M | 69,874 | 2.83% | 11q | -9.1%-$967.5K |
| Odyssey Group, LLC | $8.8M | 63,866 | 2.38% | new | FIRST |
| BLAIR WILLIAM & CO/IL | $7.8M | 56,442 | 0.02% | 31q | +57.6%+$2.8M |
| AXXCESS WEALTH MANAGEMENT, LLC | $7.2M | 52,315 | 0.11% | new | NEW |
| MML INVESTORS SERVICES, LLC | $7.2M | 52,126 | 0.01% | 31q | +9.5%+$620.2K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $7.0M | 50,942 | 0.41% | 30q | HELD |
| Visionary Wealth Advisors | $6.9M | 50,221 | 0.27% | 5q | -9.2%-$702.8K |
| HARBOUR INVESTMENTS, INC. | $6.7M | 48,798 | 0.09% | 21q | HELD |
| SCS Capital Management LLC | $6.6M | 47,731 | 0.06% | 8q | HELD |
| Private Advisor Group, LLC | $6.5M | 47,337 | 0.03% | 31q | +13.6%+$781.6K |
| FIDELITY D & D BANCORP INC | $6.4M | 46,504 | 2.19% | 13q | +11.8%+$675.9K |
| Bryant Woods Investment Advisors, LLC | $6.1M | 44,096 | 1.69% | 19q | -1.3%-$79.6K |
| Rockefeller Capital Management L.P. | $6.0M | 43,971 | 0.01% | 30q | +3.5%+$202.2K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $6.0M | 43,428 | 0.10% | 14q | +8.4%+$464.9K |
| JONES FINANCIAL COMPANIES LLLP | $5.9M | 43,322 | 0.00% | 9q | +11.4%+$603.2K |
| F/m Investments LLC | $5.5M | 39,922 | 0.28% | 9q | HELD |
| HighTower Advisors, LLC | $5.4M | 39,057 | 0.01% | 22q | HELD |
| HARBOR ADVISORY CORP /MA/ | $5.3M | 38,346 | 1.41% | 23q | -1.6%-$88.0K |
| Creative Planning | $5.2M | 38,140 | 0.00% | 23q | -2.5%-$137.1K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $4.9M | 35,274 | 0.36% | 25q | HELD |
| CERTUITY, LLC | $4.8M | 34,787 | 0.24% | 24q | HELD |
| Philadelphia Investment Partners, LLC | $4.5M | 33,038 | 2.83% | 2q | -0.9%-$39.9K |
| Bank of New York Mellon Corp | $4.3M | 30,925 | 0.00% | 25q | +37.9%+$1.2M |
| Betterment LLC | $4.1M | 30,095 | 0.01% | 27q | -6.4%-$282.9K |
| BCS Wealth Management | $4.0M | 29,263 | 0.73% | 7q | -0.6%-$25.4K |
| Flower City Capital | $4.0M | 28,781 | 1.74% | 16q | HELD |
| HBK Sorce Advisory LLC | $3.9M | 28,323 | 0.07% | 13q | HELD |
| Keystone Financial Group | $3.8M | 27,976 | 0.23% | 8q | +4.6%+$170.3K |
| Fairway Wealth LLC | $3.6M | 26,169 | 0.82% | 11q | +1.2%+$41.0K |
| Lido Advisors, LLC | $3.5M | 25,600 | 0.01% | 4q | HELD |
| Valmark Advisers, Inc. | $3.5M | 25,563 | 0.04% | 15q | -12.9%-$522.1K |
| Clearstead Advisors, LLC | $3.5M | 25,493 | 0.03% | 14q | +39.5%+$992.7K |
| Bluespring Wealth Management, LLC | $3.5M | 25,164 | 0.07% | new | NEW |
| REBALANCE, LLC | $3.4M | 24,464 | 0.18% | 15q | -5.3%-$189.7K |
| Sierra Capital LLC | $3.3M | 24,313 | 0.32% | 20q | HELD |
| Geneos Wealth Management Inc. | $3.2M | 23,508 | 0.07% | 3q | +5.1%+$158.3K |
| Colter Lewis Investment Partners LLC | $3.1M | 22,637 | 1.38% | 2q | +93.2%+$1.5M |
| FIRST AMERICAN BANK | $3.1M | 22,603 | 0.17% | 25q | HELD |
| PFG Advisors | $3.0M | 21,993 | 0.15% | 4q | +7.3%+$205.2K |
| Town Capital LLC | $3.0M | 21,901 | 1.91% | 3q | +16.7%+$432.2K |
| Base Wealth Management LLC | $2.9M | 20,951 | 1.34% | 6q | HELD |
| SILVERLAKE WEALTH MANAGEMENT LLC | $2.8M | 20,548 | 0.54% | 4q | -3.3%-$96.4K |
| EQ LLC | $2.8M | 20,543 | 0.69% | 23q | -5.3%-$158.3K |
| Kropog Financial Group, LLC | $2.8M | 20,178 | 1.96% | 2q | +0.9%+$23.9K |
| Kastel Capital Advisors, LLC | $2.8M | 24,136 | 1.75% | 3q | +1.2%+$33.1K |
| Verum Partners LLC | $2.8M | 20,002 | 0.41% | 15q | -6.4%-$188.2K |
| Kestra Advisory Services, LLC | $2.7M | 19,956 | 0.01% | 24q | -19.1%-$646.2K |
| Capital Asset Advisory Services LLC | $2.7M | 19,334 | 0.10% | 18q | -2.2%-$60.4K |
| Councilor Wealth, LLC | $2.6M | 18,793 | 1.05% | 2q | +52.9%+$894.6K |
| PEAPACK GLADSTONE FINANCIAL CORP | $2.5M | 18,274 | 0.03% | 5q | -7.2%-$194.9K |
| THOMPSON SIEGEL & WALMSLEY LLC | $2.5M | 17,821 | 0.04% | 31q | -1.3%-$33.0K |
| Valpey Financial Services, LLC | $2.4M | 17,357 | 1.42% | 5q | -6.0%-$153.4K |
| CRA Financial Services, LLC | $2.3M | 16,996 | 0.27% | 31q | HELD |
| Steward Partners Investment Advisory, LLC | $2.3M | 16,957 | 0.01% | 29q | +1.7%+$38.6K |
| Silver Oak Advisory Group, Inc. | $2.3M | 16,783 | 0.91% | 19q | HELD |
| NewEdge Wealth, LLC | $2.3M | 16,747 | 0.02% | 10q | +4.2%+$92.2K |
| OneAscent Financial Services LLC | $2.1M | 15,517 | 0.10% | 7q | +24.5%+$420.3K |
Showing the largest 100 of 411 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 | 126 | $402.9M | 3,185,367 | 5 | 27 | 37 | 0.0% |
| Q2 2026 | 411 | $2.0B | 14,486,302 | 45 | 98 | 106 | 0.0% |
| Q1 2026 | 385 | $1.6B | 13,687,162 | 33 | 104 | 113 | 0.0% |
| Q4 2025 | 370 | $1.4B | 12,823,279 | 30 | 120 | 87 | 0.0% |
| Q3 2025 | 344 | $1.4B | 12,233,283 | 30 | 99 | 82 | 0.0% |
| Q2 2025 | 346 | $1.3B | 12,907,767 | 36 | 91 | 103 | 0.0% |
| Q1 2025 | 334 | $1.2B | 12,533,220 | 30 | 97 | 84 | 0.0% |
| Q4 2024 | 335 | $1.4B | 13,292,166 | 36 | 112 | 78 | 0.0% |
| Q3 2024 | 307 | $1.4B | 12,754,056 | 28 | 90 | 70 | 0.0% |
| Q2 2024 | 305 | $1.2B | 12,239,972 | 32 | 95 | 65 | 0.0% |
| Q1 2024 | 287 | $1.4B | 13,871,098 | 18 | 89 | 74 | 0.0% |
| Q4 2023 | 289 | $1.2B | 12,459,543 | 29 | 101 | 66 | 0.0% |
| Q3 2023 | 256 | $964.9M | 11,049,527 | 21 | 73 | 62 | 0.0% |
| Q2 2023 | 251 | $947.3M | 10,305,784 | 18 | 85 | 59 | 0.0% |
| Q1 2023 | 248 | $1.1B | 12,499,867 | 27 | 73 | 65 | 0.0% |
| Q4 2022 | 243 | $1.1B | 6,083,128 | 39 | 78 | 55 | 0.0% |
| Q3 2022 | 203 | $5.9B | 36,680,052 | 24 | 62 | 40 | 0.0% |
| Q2 2022 | 205 | $5.8B | 34,324,232 | 16 | 71 | 49 | 0.0% |
| Q1 2022 | 218 | $7.2B | 36,656,080 | 26 | 74 | 40 | 0.0% |
| Q4 2021 | 207 | $5.7B | 27,163,522 | 22 | 75 | 35 | 0.0% |
| Q3 2021 | 178 | $4.7B | 23,376,717 | 11 | 66 | 34 | 0.0% |
| Q2 2021 | 181 | $3.3B | 15,763,611 | 24 | 54 | 37 | 0.0% |
| Q1 2021 | 166 | $3.2B | 16,270,203 | 24 | 56 | 37 | 0.0% |
| Q4 2020 | 148 | $5.7B | 34,173,935 | 18 | 44 | 35 | 0.0% |
| Q3 2020 | 129 | $4.0B | 31,189,166 | 13 | 32 | 38 | 0.0% |
| Q2 2020 | 124 | $3.8B | 30,048,803 | 17 | 35 | 42 | 0.0% |
| Q1 2020 | 119 | $3.0B | 29,573,625 | 15 | 35 | 37 | 0.0% |
| Q4 2019 | 129 | $4.3B | 28,018,315 | 15 | 47 | 23 | 0.0% |
| Q3 2019 | 117 | $3.1B | 21,745,210 | 5 | 40 | 36 | 0.0% |
| Q2 2019 | 118 | $2.9B | 20,073,562 | 11 | 43 | 25 | 0.0% |
| Q1 2019 | 114 | $2.4B | 17,124,378 | 11 | 37 | 28 | 0.0% |
| Q4 2018 | 111 | $1.9B | 15,269,146 | 1 | 3 | 3 | 0.0% |