DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD ADMIRAL FDS INC (VIOV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
224
Reporting holders
$727.6M
Reported value
0.0%
Calls
0.0%
Puts
+6
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 | $43.8M | 373,690 | 0.00% | 35q | -4.2%-$1.9M |
| UBS Group AG | $35.1M | 298,893 | 0.00% | 31q | HELD |
| ASPIRIANT, LLC | $34.7M | 296,032 | 0.86% | 17q | -3.5%-$1.3M |
| N.E.W. Advisory Services LLC | $31.4M | 267,584 | 2.10% | 17q | -9.8%-$3.4M |
| Savant Capital, LLC | $29.4M | 265,300 | 0.09% | 3q | +122.7%+$16.2M |
| Concurrent Investment Advisors, LLC | $23.7M | 201,768 | 0.20% | 3q | +4.7%+$1.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $17.9M | 152,700 | 0.00% | 9q | -6.2%-$1.2M |
| BANK OF AMERICA CORP /DE/ | $17.9M | 152,404 | 0.00% | 31q | +5.1%+$862.1K |
| CAPITAL ADVISORS INC/OK | $17.7M | 151,021 | 0.26% | 3q | HELD |
| Gallagher Fiduciary Advisors, LLC | $17.4M | 148,533 | 0.57% | 14q | +2.7%+$450.9K |
| Atria Investments, Inc | $17.2M | 146,677 | 0.17% | 11q | +2.9%+$491.4K |
| Cannon Financial Strategists, Inc. | $17.1M | 145,840 | 1.95% | 25q | -2.2%-$379.2K |
| LPL Financial LLC | $16.2M | 138,497 | 0.00% | 31q | +7.1%+$1.1M |
| One Day In July LLC | $14.7M | 125,537 | 1.02% | 31q | -4.2%-$638.7K |
| Avior Wealth Management, LLC | $14.0M | 119,073 | 0.37% | 31q | +0.5%+$76.1K |
| Integrated Investment Consultants, LLC | $13.8M | 122,412 | 2.72% | 23q | -0.9%-$120.3K |
| FIRST MANHATTAN CO. LLC. | $13.8M | 117,610 | 0.04% | 31q | -1.0%-$133.5K |
| SYM FINANCIAL Corp | $13.4M | 114,517 | 1.08% | 15q | -1.8%-$251.0K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $12.5M | 106,440 | 0.08% | 22q | -8.5%-$1.2M |
| RIVERSEDGE ADVISORS, LLC | $11.6M | 98,928 | 1.53% | 26q | -1.3%-$153.5K |
| Legend Financial Advisors, Inc. | $11.6M | 98,727 | 6.58% | 22q | -1.1%-$125.3K |
| OSAIC HOLDINGS, INC. | $11.3M | 96,608 | 0.01% | 26q | -1.8%-$209.4K |
| ROYAL BANK OF CANADA | $10.8M | 91,918 | 0.00% | 31q | +3.3%+$346.3K |
| Mokosak Advisory Group, LLC | $10.8M | 91,679 | 2.33% | 26q | -3.6%-$398.1K |
| Silver Oak Advisory Group, Inc. | $10.3M | 87,995 | 4.07% | 19q | HELD |
| First Bank & Trust | $9.2M | 78,422 | 1.35% | 22q | HELD |
| BALANCED WEALTH GROUP LLC | $8.7M | 73,978 | 2.74% | new | NEW |
| Pathstone Holdings, LLC | $7.9M | 66,990 | 0.02% | 5q | +2.4%+$185.7K |
| WELLS FARGO & COMPANY/MN | $7.6M | 64,533 | 0.00% | 31q | +8.2%+$576.8K |
| Cambridge Investment Research Advisors, Inc. | $7.2M | 61,645 | 0.01% | 31q | +0.8%+$54.7K |
| Mutual Advisors, LLC | $7.0M | 59,921 | 0.13% | 6q | +5.4%+$361.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.0M | 60,526 | 0.01% | 12q | -1.1%-$76.6K |
| ENVESTNET ASSET MANAGEMENT INC | $6.6M | 55,915 | 0.00% | 31q | -17.2%-$1.4M |
| Prime Buchholz LLC | $6.4M | 54,407 | 2.30% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $6.4M | 54,301 | 0.00% | 7q | -11.1%-$791.7K |
| D.A. DAVIDSON & CO. | $6.2M | 52,883 | 0.03% | 22q | +1.0%+$59.0K |
| MidFirst Bank | $6.2M | 52,789 | 0.44% | 3q | HELD |
| Hegarty Advisors, LLC | $5.0M | 42,261 | 3.41% | 3q | +6.2%+$289.1K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $4.8M | 41,301 | 0.08% | 27q | HELD |
| Global Retirement Partners, LLC | $4.8M | 40,708 | 0.07% | 12q | -0.7%-$33.7K |
| RFG Holdings, Inc. | $4.7M | 40,441 | 1.00% | 23q | +2.3%+$106.5K |
| AMERIPRISE FINANCIAL INC | $4.4M | 37,125 | 0.00% | 31q | HELD |
| SILVERLAKE WEALTH MANAGEMENT LLC | $4.1M | 34,908 | 0.78% | 13q | -0.8%-$33.3K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $3.9M | 33,585 | 0.30% | 25q | HELD |
| Mariner, LLC | $3.9M | 33,539 | 0.00% | 16q | +3.9%+$148.4K |
| SAXON INTERESTS, INC. | $3.8M | 32,545 | 1.05% | 11q | HELD |
| SUMMIT WEALTH GROUP LLC / CO | $3.6M | 31,030 | 0.30% | 3q | +10.4%+$344.4K |
| TWO SIGMA INVESTMENTS, LP | $3.5M | 29,941 | 0.00% | new | NEW |
| Code Waechter LLC | $3.5M | 29,864 | 1.81% | 5q | -60.8%-$5.4M |
| Cambridge Financial Group, LLC | $3.4M | 29,187 | 1.08% | 6q | -1.0%-$35.0K |
| Red Door Wealth Management, LLC | $3.3M | 27,992 | 0.30% | 26q | HELD |
| St. Louis Trust Co | $3.2M | 16,300 | 0.37% | 5q | HELD |
| EP Wealth Advisors, LLC | $3.0M | 25,563 | 0.01% | 7q | +1.9%+$56.1K |
| JPMORGAN CHASE & CO | $2.9M | 24,838 | 0.00% | 15q | HELD |
| Inman Jager Wealth Management, LLC | $2.9M | 24,488 | 1.53% | 7q | HELD |
| MONETA GROUP INVESTMENT ADVISORS LLC | $2.8M | 24,196 | 0.02% | 11q | -4.5%-$134.5K |
| Diversified Enterprises, LLC | $2.8M | 24,114 | 0.14% | 2q | +12.6%+$315.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 22,150 | 0.00% | 31q | -12.6%-$375.0K |
| STUDIO INVESTMENT MANAGEMENT LLC | $2.6M | 22,067 | 0.44% | 14q | -2.2%-$57.3K |
| World Investment Advisors | $2.6M | 25,345 | 0.04% | 6q | HELD |
| Veratis Advisors, Inc. | $2.4M | 20,461 | 1.70% | 2q | -1.4%-$34.3K |
| Spire Wealth Management | $2.4M | 20,279 | 0.07% | 18q | +2.6%+$60.3K |
| CIBC Bancorp USA Inc. | $2.3M | 19,482 | 0.00% | 2q | HELD |
| BROWN ADVISORY INC | $2.1M | 17,919 | 0.00% | 11q | -0.5%-$11.1K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $2.1M | 17,848 | 0.95% | 11q | HELD |
| Evensky & Katz LLC | $2.0M | 17,424 | 0.11% | 31q | -8.6%-$192.6K |
| Cetera Investment Advisers | $2.0M | 16,864 | 0.00% | 23q | +0.8%+$15.3K |
| Ackerman Capital Advisors, LLC | $2.0M | 16,861 | 0.40% | 25q | -1.6%-$31.2K |
| Composition Wealth, LLC | $1.9M | 16,225 | 0.02% | 24q | HELD |
| Private Advisor Group, LLC | $1.8M | 15,479 | 0.01% | 31q | +2.3%+$41.3K |
| Wellington Grp LLC | $1.5M | 12,846 | 0.40% | 3q | HELD |
| Naviter Wealth, LLC | $1.5M | 12,814 | 0.14% | 7q | HELD |
| Cerity Partners LLC | $1.5M | 12,791 | 0.00% | 2q | +17.5%+$223.5K |
| MML INVESTORS SERVICES, LLC | $1.5M | 12,635 | 0.00% | 31q | +7.2%+$99.3K |
| Financial Strategies Group, Inc. | $1.5M | 12,562 | 0.24% | 24q | -3.7%-$57.2K |
| ASSETMARK, INC | $1.5M | 12,592 | 0.00% | 11q | +26.8%+$312.2K |
| Wealth Architects, LLC | $1.4M | 12,070 | 0.11% | 31q | HELD |
| Rodgers & Associates, LTD | $1.3M | 11,293 | 0.12% | 23q | -6.4%-$91.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.3M | 11,119 | 0.00% | 28q | -0.9%-$11.3K |
| Corient Private Wealth LP | $1.3M | 11,069 | 0.00% | 3q | -0.7%-$8.6K |
| Pacific Sun Financial Corp | $1.3M | 11,024 | 0.53% | 25q | +1.3%+$16.4K |
| Junk Investment Group, LLC | $1.3M | 10,675 | 0.55% | 2q | HELD |
| FAMILY WEALTH PARTNERS, LLC | $1.2M | 10,533 | 0.38% | 5q | HELD |
| Betterment LLC | $1.2M | 10,193 | 0.00% | 11q | +6.5%+$73.3K |
| Banco BTG Pactual S.A. | $1.2M | 10,159 | 0.10% | 2q | +294.7%+$889.9K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $1.2M | 10,112 | 0.09% | 16q | -8.9%-$115.5K |
| FLOW TRADERS U.S. LLC | $1.2M | 10,056 | 0.05% | 2q | +61.7%+$450.4K |
| Waverly Advisors, LLC | $1.1M | 9,374 | 0.01% | 3q | HELD |
| CIBC WORLD MARKET INC. | $1.1M | 9,265 | 0.00% | 29q | -52.9%-$1.2M |
| Janney Montgomery Scott LLC | $1.1M | 9,250 | 0.00% | 21q | HELD |
| HB Wealth Management, LLC | $1.0M | 8,666 | 0.01% | 12q | HELD |
| Focus Partners Wealth | $972.5K | 8,288 | 0.00% | 5q | -2.6%-$25.8K |
| BAILARD, INC. | $958.7K | 8,171 | 0.02% | 5q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $958.7K | 8,183 | 0.00% | 7q | +34.6%+$246.5K |
| OneDigital Investment Advisors LLC | $924.9K | 7,883 | 0.01% | 11q | -5.6%-$54.9K |
| Relyea Zuckerberg Hanson LLC | $877.9K | 7,483 | 0.07% | 26q | -1.2%-$10.9K |
| AQR CAPITAL MANAGEMENT LLC | $875.1K | 7,458 | 0.00% | 4q | +23.9%+$169.0K |
| Bruce G. Allen Investments, LLC | $830.5K | 7,078 | 0.53% | 10q | +162.9%+$514.6K |
| Envestnet Portfolio Solutions, Inc. | $828.8K | 7,064 | 0.00% | 8q | -33.7%-$420.6K |
| Fifth Third Securities, Inc. | $826.2K | 7,042 | 0.05% | 17q | HELD |
Showing the largest 100 of 224 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 | 71 | $211.9M | 1,923,268 | 8 | 13 | 19 | 0.0% |
| Q2 2026 | 224 | $727.6M | 6,213,017 | 25 | 48 | 59 | 0.0% |
| Q1 2026 | 218 | $620.7M | 6,099,989 | 21 | 47 | 73 | 0.0% |
| Q4 2025 | 214 | $605.3M | 6,184,550 | 27 | 50 | 61 | 0.0% |
| Q3 2025 | 193 | $564.7M | 5,931,684 | 21 | 51 | 59 | 0.0% |
| Q2 2025 | 191 | $519.7M | 6,066,691 | 26 | 51 | 48 | 0.0% |
| Q1 2025 | 181 | $462.9M | 5,521,965 | 13 | 45 | 50 | 0.0% |
| Q4 2024 | 193 | $534.8M | 5,730,638 | 22 | 53 | 44 | 0.0% |
| Q3 2024 | 174 | $542.8M | 5,869,615 | 21 | 44 | 56 | 0.0% |
| Q2 2024 | 165 | $510.5M | 6,105,628 | 16 | 28 | 63 | 0.0% |
| Q1 2024 | 172 | $621.6M | 7,035,360 | 19 | 45 | 57 | 0.0% |
| Q4 2023 | 161 | $605.4M | 6,846,905 | 20 | 47 | 52 | 0.0% |
| Q3 2023 | 150 | $459.1M | 5,957,270 | 15 | 42 | 42 | 0.0% |
| Q2 2023 | 156 | $475.0M | 5,783,127 | 12 | 47 | 45 | 0.1% |
| Q1 2023 | 162 | $493.4M | 6,144,835 | 27 | 51 | 40 | 0.1% |
| Q4 2022 | 151 | $957.9M | 6,140,410 | 30 | 38 | 50 | 0.0% |
| Q3 2022 | 127 | $10.6B | 74,477,051 | 21 | 36 | 33 | 0.0% |
| Q2 2022 | 129 | $10.3B | 67,180,871 | 17 | 46 | 35 | 0.0% |
| Q1 2022 | 131 | $8.5B | 47,751,544 | 17 | 49 | 33 | 0.0% |
| Q4 2021 | 137 | $8.7B | 48,064,567 | 9 | 43 | 40 | 0.0% |
| Q3 2021 | 127 | $8.4B | 48,579,658 | 15 | 39 | 41 | 0.0% |
| Q2 2021 | 133 | $4.3B | 23,387,408 | 17 | 47 | 31 | 0.0% |
| Q1 2021 | 125 | $4.1B | 23,508,057 | 40 | 33 | 32 | 0.0% |
| Q4 2020 | 85 | $3.3B | 23,337,958 | 13 | 28 | 23 | 0.0% |
| Q3 2020 | 81 | $2.2B | 20,525,614 | 13 | 21 | 24 | 0.0% |
| Q2 2020 | 75 | $1.3B | 12,579,656 | 17 | 19 | 20 | 0.0% |
| Q1 2020 | 68 | $110.3M | 1,271,384 | 15 | 24 | 16 | 0.0% |
| Q4 2019 | 72 | $152.9M | 1,099,202 | 9 | 21 | 19 | 0.0% |
| Q3 2019 | 71 | $707.2M | 5,452,983 | 10 | 18 | 24 | 0.0% |
| Q2 2019 | 64 | $753.8M | 5,868,568 | 5 | 15 | 19 | 0.0% |
| Q1 2019 | 74 | $774.7M | 6,077,236 | 8 | 28 | 20 | 0.0% |
| Q4 2018 | 70 | $700.0M | 6,155,068 | 3 | 1 | 1 | 0.0% |