DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INDEX FDS (VNQ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,821
Reporting holders
$22.2B
Reported value
0.4%
Calls
0.4%
Puts
+29
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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | $1.7B | 17,590,235 | 4.05% | 14q | +4.2%+$68.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6B | 16,949,846 | 0.87% | 31q | +32.1%+$397.1M |
| Creative Planning | $1.2B | 12,196,894 | 0.69% | 31q | -2.9%-$35.1M |
| Wealthfront Advisers LLC | $980.1M | 10,163,867 | 1.88% | 31q | +0.9%+$9.0M |
| BANK OF AMERICA CORP /DE/ | $947.8M | 9,829,110 | 0.06% | 31q | -2.8%-$27.6M |
| MORGAN STANLEY | $896.0M | 9,292,120 | 0.05% | 35q | -5.0%-$47.0M |
| State of New Jersey Common Pension Fund D | $829.2M | 8,598,869 | 2.83% | 31q | HELD |
| JPMORGAN CHASE & CO | $743.0M | 7,569,539 | 0.04% | 31q | +3.0%+$21.5M |
| US BANCORP \DE\ | $485.1M | 5,030,439 | 0.53% | 31q | -8.9%-$47.3M |
| PRUDENTIAL FINANCIAL INC | $474.3M | 4,918,706 | 0.52% | 32q | +17.2%+$69.6M |
| WELLS FARGO & COMPANY/MN | $384.7M | 3,989,579 | 0.06% | 31q | -3.6%-$14.3M |
| Bank of New York Mellon Corp | $330.9M | 3,430,993 | 0.05% | 31q | HELD |
| Financial Engines Advisors L.L.C. | $323.8M | 3,358,164 | 0.58% | 31q | HELD |
| Cetera Investment Advisers | $235.2M | 2,439,239 | 0.21% | 31q | +3.2%+$7.4M |
| LPL Financial LLC | $224.8M | 2,331,612 | 0.05% | 31q | +2.4%+$5.3M |
| Pure Financial Advisors, LLC | $220.5M | 2,286,335 | 2.81% | 31q | +3.3%+$7.1M |
| Mariner, LLC | $214.4M | 2,222,799 | 0.23% | 31q | +4.8%+$9.9M |
| ENVESTNET ASSET MANAGEMENT INC | $213.0M | 2,209,295 | 0.05% | 31q | +2.5%+$5.3M |
| State of Tennessee, Department of Treasury | $210.3M | 2,181,157 | 0.62% | 31q | -2.4%-$5.1M |
| GOLDMAN SACHS GROUP INC | $190.7M incl. $20.4M options CALL+PUT | 1,765,974 | 0.02% | 31q | +1.0%+$1.9M |
| Sand Hill Global Advisors, LLC | $169.2M | 1,754,412 | 5.09% | 31q | +0.7%+$1.3M |
| FIFTH THIRD BANCORP | $158.6M | 1,644,829 | 0.26% | 31q | -2.0%-$3.2M |
| Ballentine Partners, LLC | $155.2M | 1,609,924 | 1.90% | 31q | +3.3%+$4.9M |
| ROYAL BANK OF CANADA | $153.5M | 1,591,558 | 0.02% | 31q | +1.4%+$2.2M |
| UBS Group AG | $146.1M incl. $774.5K options CALL | 1,506,577 | 0.02% | 31q | HELD |
| VISTA CAPITAL PARTNERS, INC. | $145.3M | 1,506,976 | 12.71% | 31q | +4.0%+$5.6M |
| AMERIPRISE FINANCIAL INC | $144.9M | 1,502,969 | 0.03% | 31q | +118.0%+$78.4M |
| Gibson Capital, LLC | $134.5M | 1,395,282 | 22.07% | 31q | +0.6%+$739.8K |
| Millburn Ridgefield LLC /DE/ | $132.9M | 1,378,575 | 2.52% | 31q | -1.0%-$1.4M |
| Catalyst Capital Advisors LLC | $132.9M | 1,378,575 | 2.20% | 31q | -1.0%-$1.4M |
| ASSETMARK, INC | $130.3M | 1,351,459 | 0.22% | 31q | +56.3%+$46.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $125.4M | 1,300,407 | 0.01% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $121.5M | 1,259,888 | 0.03% | 7q | -1.6%-$1.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $102.2M | 1,059,730 | 0.08% | 31q | +23.1%+$19.1M |
| PNC Financial Services Group, Inc. | $99.1M | 1,027,667 | 0.05% | 31q | -0.9%-$910.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $89.8M | 937,292 | 0.15% | 26q | -1.4%-$1.3M |
| Beacon Capital Management, Inc. | $86.4M | 896,485 | 5.23% | 31q | -12.3%-$12.1M |
| SBI Okasan Asset Management Co.Ltd. | $83.8M | 853,650 | 2.75% | new | NEW |
| Seven Post Investment Office LP | $82.7M | 857,363 | 23.47% | 26q | +0.9%+$715.8K |
| BANK OF MONTREAL /CAN/ | $81.2M | 842,116 | 0.03% | 31q | +31.4%+$19.4M |
| Jefferies Financial Group Inc. | $80.1M | 831,143 | 0.53% | 12q | +3.6%+$2.8M |
| Cambridge Investment Research Advisors, Inc. | $75.7M | 785,208 | 0.09% | 31q | +135.0%+$43.5M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $75.4M | 781,642 | 1.32% | 31q | +2.9%+$2.1M |
| GLENMEDE TRUST CO NA | $74.8M | 775,853 | 0.33% | 29q | -0.8%-$572.9K |
| Cerity Partners LLC | $74.4M | 771,016 | 0.09% | 27q | +23.2%+$14.0M |
| HighTower Advisors, LLC | $71.5M | 741,178 | 0.07% | 22q | +11.2%+$7.2M |
| Capital Investment Advisors, LLC | $70.4M | 730,166 | 0.93% | 31q | +5.3%+$3.5M |
| Pathstone Holdings, LLC | $70.0M | 726,100 | 0.20% | 11q | +6.8%+$4.5M |
| Corient Private Wealth LP | $69.4M | 719,290 | 0.10% | 15q | -28.7%-$27.9M |
| STIFEL FINANCIAL CORP | $69.3M | 718,232 | 0.06% | 31q | +3.8%+$2.6M |
| OSAIC HOLDINGS, INC. | $68.5M | 710,144 | 0.08% | 26q | +14.0%+$8.4M |
| SUMITOMO LIFE INSURANCE CO | $64.8M | 671,894 | 1.06% | 5q | +152.5%+$39.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $60.9M | 631,341 | 0.08% | 31q | -4.5%-$2.8M |
| REBALANCE, LLC | $59.2M | 613,696 | 3.10% | 15q | +5.0%+$2.8M |
| Pennsylvania State University | $57.1M | 592,234 | 22.98% | 3q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $56.3M | 584,158 | 0.31% | 31q | -3.5%-$2.0M |
| Glenview Trust Co | $54.5M | 564,978 | 0.75% | 31q | +3.7%+$2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $53.2M incl. $49.7M options CALL+PUT | 37,041 | 0.00% | 31q | -73.2%-$145.6M |
| STATE STREET CORP | $50.6M | 524,486 | 0.00% | 31q | +104.3%+$25.8M |
| D. E. Shaw & Co., Inc. | $50.5M | 523,931 | 0.02% | new | NEW |
| Rockefeller Capital Management L.P. | $50.1M | 519,210 | 0.08% | 31q | +2.0%+$977.3K |
| CITIZENS FINANCIAL GROUP INC/RI | $47.5M | 492,781 | 0.57% | 30q | +1.2%+$571.7K |
| PEAPACK GLADSTONE FINANCIAL CORP | $47.3M | 490,211 | 0.54% | 31q | +2.6%+$1.2M |
| Savant Capital, LLC | $46.9M | 486,552 | 0.14% | 29q | +444.8%+$38.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $46.3M | 479,864 | 0.68% | 31q | +5.4%+$2.4M |
| SCS Capital Management LLC | $45.6M | 473,126 | 0.43% | 15q | HELD |
| MAI Capital Management | $45.5M | 471,382 | 0.17% | 31q | +76.8%+$19.7M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $45.4M | 470,354 | 0.34% | 31q | +3.8%+$1.7M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $44.8M | 464,333 | 2.49% | 22q | -4.4%-$2.0M |
| Falcon Wealth Planning | $44.7M | 463,481 | 2.82% | 23q | +4.7%+$2.0M |
| M&T Bank Corp | $41.5M | 429,929 | 0.12% | 26q | HELD |
| Nuveen, LLC | $41.3M | 427,805 | 0.01% | 5q | +3.7%+$1.5M |
| CAPTRUST FINANCIAL ADVISORS | $41.0M | 425,480 | 0.06% | 31q | +2.0%+$805.3K |
| PGIM Custom Harvest LLC | $40.9M | 424,203 | 0.51% | 19q | +2.4%+$971.9K |
| Baird Financial Group, Inc. | $39.9M | 414,149 | 0.05% | 31q | +1.4%+$540.8K |
| SEI INVESTMENTS CO | $38.6M | 399,883 | 0.03% | 5q | HELD |
| Empowered Funds, LLC | $38.5M | 399,081 | 0.20% | 2q | +62.5%+$14.8M |
| Passive Capital Management, LLC. | $38.4M | 433,672 | 12.00% | 19q | HELD |
| First Command Advisory Services, Inc. | $37.1M | 384,757 | 0.22% | 14q | -32.6%-$17.9M |
| Garde Capital, Inc. | $37.1M | 384,725 | 1.66% | 31q | +2.4%+$854.0K |
| St. Louis Trust Co | $36.1M | 17,485? | 4.12% | 31q | |
| Focus Partners Wealth | $35.5M | 368,036 | 0.04% | 11q | -1.9%-$676.1K |
| Prime Capital Investment Advisors, LLC | $34.9M | 361,861 | 0.34% | 31q | +3.4%+$1.1M |
| JANE STREET GROUP, LLC | $34.5M CALL+PUT | options only | 0.00% | 10q | OPTIONS |
| Chandler Asset Management, Inc. | $33.9M | 352,018 | 4.78% | 35q | -1.7%-$601.7K |
| Ameritas Advisory Services, LLC | $33.0M | 342,483 | 0.67% | 19q | +46.5%+$10.5M |
| Kestra Advisory Services, LLC | $31.8M | 330,263 | 0.10% | 24q | +80.8%+$14.2M |
| Comprehensive Financial Management LLC | $31.7M | 328,338 | 1.04% | 27q | HELD |
| Elm Partners Management LLC | $31.2M | 323,939 | 0.93% | 31q | +244.7%+$22.2M |
| HHM Wealth Advisors, LLC | $30.7M | 318,158 | 3.08% | 26q | +4.6%+$1.3M |
| 1832 Asset Management L.P. | $30.4M | 315,651 | 0.02% | new | NEW |
| FOSTER & MOTLEY INC | $30.2M | 312,740 | 1.39% | 31q | +4.4%+$1.3M |
| Steward Partners Investment Advisory, LLC | $29.9M | 309,861 | 0.15% | 31q | -51.4%-$31.6M |
| SAGE FINANCIAL GROUP INC | $29.5M | 305,846 | 1.66% | 17q | +5.5%+$1.5M |
| First Financial Bankshares Inc | $29.1M | 302,072 | 0.55% | 11q | +1.2%+$358.2K |
| BECKER CAPITAL MANAGEMENT INC | $29.1M | 301,372 | 0.78% | 14q | -0.7%-$206.5K |
| PRINCIPAL FINANCIAL GROUP INC | $28.9M | 299,656 | 0.01% | 31q | -23.6%-$8.9M |
| Beacon Pointe Advisors, LLC | $28.5M | 295,599 | 0.13% | 31q | -2.7%-$798.2K |
| DecisionPoint Financial, LLC | $28.4M | 293,151 | 5.26% | 15q | +8.7%+$2.3M |
| Kohmann Bosshard Financial Services, LLC | $28.3M | 293,410 | 2.40% | 31q | +5.6%+$1.5M |
Showing the largest 100 of 1,824 reported holders. The count of 1,821 above leaves out 3 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 1,821 managers that file Form 13F reported holding Vanguard Index Fds (VNQ), $22.2B in all. 148 managers opened a position and 119 sold out completely, against 1,792 holders the quarter before. Largest holders: Empower Advisory Group, Llc, Northwestern Mutual Wealth Management Co and Creative Planning. Largest new positions: Price T Rowe Associates Inc /Md/ ($125.4M), Sbi Okasan Asset Management Co.Ltd. ($83.8M) and D. E. Shaw & Co., Inc. ($50.5M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
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 | 772 | $2.8B | 31,395,614 | 37 | 296 | 243 | 0.0% |
| Q2 2026 | 1,821 | $22.2B | 228,251,444 | 125 | 672 | 575 | 0.8% |
| Q1 2026 | 1,792 | $20.1B | 223,606,159 | 124 | 684 | 571 | 1.1% |
| Q4 2025 | 1,775 | $19.8B | 221,822,012 | 104 | 648 | 542 | 0.9% |
| Q3 2025 | 1,689 | $20.7B | 224,223,064 | 84 | 634 | 574 | 1.1% |
| Q2 2025 | 1,680 | $19.1B | 212,903,807 | 68 | 579 | 644 | 1.1% |
| Q1 2025 | 1,725 | $20.0B | 217,917,250 | 93 | 608 | 637 | 1.2% |
| Q4 2024 | 1,752 | $19.5B | 216,936,813 | 91 | 622 | 534 | 1.3% |
| Q3 2024 | 1,672 | $23.0B | 234,508,663 | 148 | 539 | 606 | 1.2% |
| Q2 2024 | 1,597 | $19.9B | 235,086,367 | 65 | 523 | 653 | 1.0% |
| Q1 2024 | 1,643 | $23.8B | 270,087,835 | 75 | 587 | 641 | 2.0% |
| Q4 2023 | 1,681 | $22.8B | 254,486,092 | 135 | 539 | 651 | 2.7% |
| Q3 2023 | 1,534 | $17.9B | 233,007,737 | 71 | 559 | 590 | 1.7% |
| Q2 2023 | 1,563 | $19.1B | 222,389,562 | 73 | 493 | 661 | 2.9% |
| Q1 2023 | 1,595 | $19.5B | 228,794,380 | 83 | 582 | 626 | 2.8% |
| Q4 2022 | 1,627 | $23.0B | 271,283,096 | 126 | 591 | 593 | 2.0% |
| Q3 2022 | 1,490 | $366.0B | 4,560,673,356 | 71 | 590 | 538 | 0.1% |
| Q2 2022 | 1,566 | $444.1B | 5,179,779,134 | 79 | 584 | 597 | 0.1% |
| Q1 2022 | 1,632 | $543.1B | 5,007,449,649 | 73 | 674 | 539 | 0.0% |
| Q4 2021 | 1,678 | $502.1B | 4,323,902,811 | 114 | 645 | 432 | 0.1% |
| Q3 2021 | 1,438 | $383.0B | 3,758,631,757 | 91 | 604 | 433 | 0.1% |
| Q2 2021 | 1,397 | $373.1B | 3,663,127,167 | 119 | 583 | 417 | 0.1% |
| Q1 2021 | 1,346 | $314.3B | 3,413,420,526 | 99 | 537 | 456 | 0.2% |
| Q4 2020 | 1,323 | $263.8B | 3,092,290,532 | 89 | 480 | 430 | 0.4% |
| Q3 2020 | 1,196 | $272.6B | 3,443,852,359 | 64 | 402 | 492 | 0.2% |
| Q2 2020 | 1,220 | $255.3B | 3,221,435,463 | 78 | 344 | 577 | 0.9% |
| Q1 2020 | 1,268 | $241.6B | 3,450,006,617 | 85 | 498 | 478 | 0.3% |
| Q4 2019 | 1,381 | $272.2B | 2,911,352,101 | 76 | 526 | 387 | 0.8% |
| Q3 2019 | 1,221 | $259.6B | 2,759,078,963 | 79 | 488 | 395 | 0.9% |
| Q2 2019 | 1,191 | $208.2B | 2,370,508,776 | 82 | 453 | 396 | 0.4% |
| Q1 2019 | 1,177 | $209.1B | 2,420,285,408 | 104 | 429 | 382 | 0.3% |
| Q4 2018 | 1,118 | $64.0B | 836,554,473 | 12 | 21 | 24 | 2.5% |