DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INDEX FDS (VO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
2,501
Reporting holders
$75.7B
Reported value
0.0%
Calls
0.0%
Puts
+91
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 |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $8.9B | 110,769,908 | 3.55% | 31q | +5.4%+$454.5M |
| WELLS FARGO & COMPANY/MN | $8.8B | 109,705,786 | 1.43% | 31q | -1.3%-$112.3M |
| BANK OF AMERICA CORP /DE/ | $6.0B | 73,987,186 | 0.38% | 31q | +2.0%+$117.9M |
| UBS Group AG | $4.5B | 55,523,351 | 0.57% | 31q | +3.6%+$155.3M |
| MORGAN STANLEY | $2.9B | 36,272,342 | 0.15% | 35q | +5.0%+$139.7M |
| Creative Planning | $2.6B | 32,713,198 | 1.54% | 31q | -1.6%-$42.7M |
| RAYMOND JAMES FINANCIAL INC | $2.5B | 31,257,030 | 0.68% | 7q | +4.0%+$96.3M |
| ENVESTNET ASSET MANAGEMENT INC | $2.0B | 24,776,718 | 0.47% | 31q | +5.1%+$96.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.0B | 24,385,742 | 1.05% | 31q | -3.4%-$68.5M |
| US BANCORP \DE\ | $1.8B | 22,846,853 | 2.01% | 31q | +5.5%+$95.8M |
| NATIXIS ADVISORS, LLC | $1.4B | 17,885,016 | 1.62% | 31q | +10.9%+$141.2M |
| LPL Financial LLC | $1.2B | 14,368,916 | 0.26% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $999.2M | 12,400,387 | 0.20% | 31q | -3.7%-$37.9M |
| CIBC Bancorp USA Inc. | $844.0M | 10,483,935 | 1.03% | 2q | +6.6%+$52.0M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $810.5M | 10,059,496 | 6.00% | 31q | -74.7%-$2.4B |
| PNC Financial Services Group, Inc. | $774.8M | 9,616,046 | 0.38% | 31q | +1.9%+$14.5M |
| Mariner, LLC | $704.0M | 8,738,252 | 0.74% | 31q | +2.4%+$16.3M |
| JPMORGAN CHASE & CO | $694.3M | 8,628,563 | 0.04% | 31q | +1.7%+$11.6M |
| ROYAL BANK OF CANADA | $547.6M | 6,796,573 | 0.08% | 31q | +1.0%+$5.3M |
| Cerity Partners LLC | $466.4M | 5,787,723 | 0.56% | 31q | +8.6%+$37.0M |
| Cetera Investment Advisers | $459.0M | 5,696,979 | 0.42% | 31q | +2.9%+$12.7M |
| JMG Financial Group, Ltd. | $454.9M | 5,646,613 | 10.99% | 31q | +1.1%+$4.8M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $435.0M | 5,399,546 | 1.50% | 2q | -1.8%-$8.0M |
| Allworth Financial LP | $415.0M | 5,151,020 | 1.76% | 31q | -16.0%-$78.9M |
| Nicholas Hoffman & Company, LLC. | $384.7M | 4,774,432 | 8.12% | 31q | +0.6%+$2.5M |
| Bank of New York Mellon Corp | $358.2M | 4,445,488 | 0.06% | 31q | -1.8%-$6.7M |
| HighTower Advisors, LLC | $351.9M | 4,367,572 | 0.34% | 22q | +0.5%+$1.8M |
| Border to Coast Pensions Partnership Ltd | $327.9M | 4,072,748 | 4.83% | 8q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $316.6M | 3,928,916 | 0.40% | 31q | -2.3%-$7.5M |
| Midwest Trust Co | $291.7M | 3,620,231 | 3.30% | 5q | -11.9%-$39.5M |
| GOLDMAN SACHS GROUP INC | $291.2M | 3,614,235 | 0.03% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $283.3M | 3,516,510 | 0.09% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $277.7M | 3,445,858 | 0.33% | 26q | +17.5%+$41.5M |
| Rockefeller Capital Management L.P. | $269.0M | 3,338,684 | 0.41% | 31q | +4.5%+$11.6M |
| REGIONS FINANCIAL CORP | $263.6M | 3,271,741 | 1.57% | 31q | -22.5%-$76.7M |
| Beacon Pointe Advisors, LLC | $254.1M | 3,154,240 | 1.18% | 30q | +6.2%+$14.9M |
| STIFEL FINANCIAL CORP | $235.5M | 2,923,303 | 0.20% | 31q | +0.7%+$1.7M |
| Clearstead Advisors, LLC | $228.3M | 2,833,612 | 2.15% | 31q | HELD |
| Cambridge Investment Research Advisors, Inc. | $218.4M | 2,710,870 | 0.25% | 31q | +107.0%+$112.9M |
| SigFig Wealth Management, LLC | $202.1M | 2,511,036 | 5.36% | 31q | +2.0%+$4.0M |
| Baird Financial Group, Inc. | $201.4M | 2,499,328 | 0.28% | 31q | HELD |
| FIFTH THIRD BANCORP | $197.3M | 2,448,570 | 0.32% | 31q | -1.2%-$2.3M |
| Pathstone Holdings, LLC | $193.5M | 2,401,779 | 0.56% | 11q | HELD |
| Wealthspire Advisors, LLC | $188.9M | 2,345,040 | 1.04% | 26q | -5.2%-$10.4M |
| FMR LLC | $183.6M | 2,278,245 | 0.01% | 31q | +2.2%+$3.9M |
| Corient Private Wealth LP | $175.8M | 2,182,308 | 0.24% | 15q | +10.2%+$16.3M |
| 1832 Asset Management L.P. | $173.8M | 2,157,381 | 0.09% | 18q | -1.9%-$3.3M |
| TRUIST FINANCIAL CORP | $158.0M | 1,961,465 | 0.19% | 31q | +5.8%+$8.6M |
| Joel Isaacson & Co., LLC | $155.8M | 1,933,766 | 4.51% | 31q | +1.7%+$2.6M |
| Bleakley Financial Group, LLC | $155.3M | 1,927,108 | 1.98% | 15q | +1.9%+$2.9M |
| MassMutual Private Wealth & Trust, FSB | $144.3M | 1,791,507 | 3.73% | 31q | -12.9%-$21.4M |
| INVICTUS PRIVATE WEALTH, LLC | $142.1M | 1,764,095 | 7.63% | 15q | +1.7%+$2.4M |
| Chicago Partners Investment Group LLC | $136.3M | 1,696,716 | 2.73% | 31q | -73.8%-$382.9M |
| Kestra Advisory Services, LLC | $136.0M | 1,687,725 | 0.44% | 24q | +15.3%+$18.0M |
| Millburn Ridgefield LLC /DE/ | $135.2M | 1,677,870 | 2.56% | 31q | HELD |
| Catalyst Capital Advisors LLC | $135.2M | 1,677,870 | 2.24% | 31q | HELD |
| Merit Financial Group, LLC | $134.9M | 1,674,384 | 0.82% | 21q | +16.7%+$19.3M |
| Cullen/Frost Bankers, Inc. | $133.6M | 1,657,960 | 1.32% | 31q | -6.2%-$8.9M |
| Janney Montgomery Scott LLC | $133.3M | 1,654,013 | 0.26% | 31q | +7.5%+$9.3M |
| MML INVESTORS SERVICES, LLC | $126.6M | 1,570,945 | 0.26% | 31q | +17.1%+$18.4M |
| Waverly Advisors, LLC | $123.9M | 1,537,251 | 0.72% | 31q | +8.1%+$9.3M |
| Financial Synergies Wealth Advisors, Inc. | $123.1M | 1,527,267 | 10.43% | 30q | -1.4%-$1.7M |
| Equitable Holdings, Inc. | $120.3M | 1,492,990 | 0.72% | 27q | -0.7%-$870.6K |
| First Command Advisory Services, Inc. | $119.4M | 1,482,046 | 0.71% | 12q | -34.0%-$61.6M |
| CAPTRUST FINANCIAL ADVISORS | $113.0M | 1,402,905 | 0.17% | 31q | +5.2%+$5.6M |
| National Philanthropic Trust | $112.8M | 1,400,393 | 1.63% | 11q | -1.7%-$2.0M |
| NewEdge Advisors, LLC | $109.6M | 1,359,872 | 0.33% | 31q | +7.8%+$7.9M |
| Cresset Asset Management, LLC | $104.6M | 1,297,689 | 0.38% | 31q | -1.6%-$1.7M |
| CENTRAL TRUST Co | $100.5M | 1,247,189 | 1.82% | 31q | -0.9%-$888.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $100.0M | 1,241,259 | 0.02% | 3q | -81.4%-$436.4M |
| Pine Ridge Advisers LLC | $98.7M | 1,224,488 | 5.95% | 23q | HELD |
| Nadler Financial Group, Inc. | $97.7M | 1,212,621 | 8.28% | 31q | +1.1%+$1.0M |
| &PARTNERS | $96.9M | 1,202,798 | 0.40% | 11q | +11.2%+$9.8M |
| COUNTRY TRUST BANK | $96.5M | 1,197,848 | 1.69% | 31q | -15.9%-$18.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $94.9M | 1,177,558 | 0.12% | 30q | -11.1%-$11.8M |
| ASSETMARK, INC | $90.2M | 1,119,178 | 0.16% | 31q | +3.7%+$3.2M |
| DAVENPORT & Co LLC | $88.2M | 1,094,719 | 0.43% | 31q | +21.9%+$15.9M |
| AXXCESS WEALTH MANAGEMENT, LLC | $87.1M | 1,080,918 | 1.39% | new | NEW |
| Arax Advisory Partners | $86.9M | 1,078,534 | 0.58% | 3q | +109.4%+$45.4M |
| TRUSTMARK BANK TRUST DEPARTMENT | $86.4M | 1,072,063 | 5.14% | 32q | -10.6%-$10.3M |
| CBIZ Investment Advisory Services, LLC | $85.4M | 297,343 | 3.12% | 17q | -75.0%-$256.2M |
| SilverOak Wealth Management LLC | $84.7M | 1,051,352 | 10.91% | 11q | +3.6%+$2.9M |
| PITTENGER & ANDERSON INC | $84.2M | 1,044,975 | 3.01% | 31q | HELD |
| Associated Banc-Corp | $83.8M | 1,039,951 | 1.99% | 31q | +2.6%+$2.1M |
| Capital Asset Advisory Services LLC | $81.8M | 1,014,936 | 2.96% | 27q | -75.2%-$247.3M |
| Smithfield Trust Co | $81.4M | 1,010,649 | 3.25% | 31q | -0.9%-$709.7K |
| Schneider Downs Wealth Management Advisors, LP | $80.9M | 1,004,416 | 7.60% | 31q | +2.1%+$1.6M |
| PEAPACK GLADSTONE FINANCIAL CORP | $79.1M | 981,870 | 0.91% | 31q | HELD |
| PDS Planning, Inc | $77.5M | 962,079 | 4.49% | 29q | +3.1%+$2.3M |
| Avior Wealth Management, LLC | $75.9M | 944,180 | 2.00% | 31q | +412.6%+$61.1M |
| Performa Ltd (US), LLC | $75.8M | 940,415 | 12.23% | 21q | -5.8%-$4.6M |
| Betterment LLC | $75.8M | 940,189 | 0.13% | 15q | -8.9%-$7.4M |
| ALLIANCEBERNSTEIN L.P. | $75.3M | 262,256 | 0.02% | 31q | +4.0%+$2.9M |
| Integrated Wealth Concepts LLC | $70.6M | 876,370 | 0.46% | 31q | +122.1%+$38.8M |
| Steward Partners Investment Advisory, LLC | $69.4M | 861,631 | 0.35% | 31q | +12.3%+$7.6M |
| AMG National Trust Bank | $68.7M | 853,273 | 1.41% | 31q | +6.9%+$4.4M |
| Sanctuary Advisors, LLC | $68.3M | 848,107 | 0.32% | 9q | +10.5%+$6.5M |
| CITIZENS FINANCIAL GROUP INC/RI | $67.0M | 831,448 | 0.81% | 21q | HELD |
| Focus Partners Wealth | $66.3M | 823,224 | 0.07% | 11q | +3.2%+$2.1M |
| BlackRock, Inc. | $65.3M | 810,992 | 0.00% | 8q | +27.9%+$14.3M |
Showing the largest 100 of 2,502 reported holders. The count of 2,501 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Q2 2026 in brief
In Q2 2026, 2,501 managers that file Form 13F reported holding Vanguard Index Fds (VO), $75.7B in all. 194 managers opened a position and 103 sold out completely, against 2,410 holders the quarter before. Largest holders: Jones Financial Companies Lllp, Wells Fargo & Company/Mn and Bank Of America Corp /De/. Largest new positions: Axxcess Wealth Management, Llc ($87.1M), Fi3 Financial Advisors, Llc ($47.9M) and J.W. Cole Advisors, Inc. ($16.7M).
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 | 1,201 | $7.5B | 95,670,439 | 46 | 428 | 329 | 0.0% |
| Q2 2026 | 2,501 | $75.7B | 939,247,556 | 158 | 835 | 787 | 0.0% |
| Q1 2026 | 2,410 | $65.4B | 242,026,035 | 112 | 951 | 658 | 0.0% |
| Q4 2025 | 2,386 | $62.4B | 214,462,063 | 95 | 923 | 594 | 0.0% |
| Q3 2025 | 2,229 | $61.2B | 208,756,655 | 118 | 781 | 649 | 0.0% |
| Q2 2025 | 2,179 | $56.5B | 202,061,628 | 125 | 781 | 711 | 0.0% |
| Q1 2025 | 2,131 | $47.7B | 184,666,128 | 109 | 825 | 666 | 0.0% |
| Q4 2024 | 2,146 | $51.3B | 194,078,587 | 94 | 753 | 566 | 0.0% |
| Q3 2024 | 1,939 | $45.6B | 173,001,859 | 108 | 747 | 545 | 0.1% |
| Q2 2024 | 1,890 | $41.1B | 169,659,287 | 98 | 648 | 580 | 0.0% |
| Q1 2024 | 1,871 | $45.5B | 181,818,086 | 107 | 670 | 589 | 0.2% |
| Q4 2023 | 1,835 | $40.3B | 173,072,911 | 121 | 656 | 529 | 0.1% |
| Q3 2023 | 1,655 | $37.0B | 177,480,628 | 68 | 650 | 475 | 0.0% |
| Q2 2023 | 1,659 | $34.8B | 158,056,420 | 89 | 611 | 498 | 0.1% |
| Q1 2023 | 1,621 | $32.8B | 156,962,476 | 77 | 586 | 520 | 0.1% |
| Q4 2022 | 1,623 | $34.1B | 167,665,901 | 110 | 552 | 539 | 0.1% |
| Q3 2022 | 1,491 | $190.7B | 1,014,125,777 | 63 | 591 | 430 | 0.0% |
| Q2 2022 | 1,513 | $191.0B | 969,226,579 | 69 | 611 | 450 | 0.0% |
| Q1 2022 | 1,566 | $195.7B | 822,726,516 | 87 | 634 | 417 | 0.0% |
| Q4 2021 | 1,585 | $189.9B | 745,131,702 | 112 | 581 | 341 | 0.0% |
| Q3 2021 | 1,357 | $138.6B | 585,314,517 | 63 | 532 | 305 | 0.0% |
| Q2 2021 | 1,331 | $127.1B | 534,954,345 | 97 | 490 | 350 | 0.0% |
| Q1 2021 | 1,273 | $103.5B | 466,043,993 | 85 | 491 | 340 | 0.0% |
| Q4 2020 | 1,225 | $101.2B | 488,185,173 | 86 | 443 | 308 | 0.2% |
| Q3 2020 | 1,061 | $79.0B | 448,336,599 | 53 | 379 | 330 | 0.0% |
| Q2 2020 | 1,053 | $69.6B | 424,853,021 | 111 | 378 | 331 | 0.0% |
| Q1 2020 | 987 | $51.6B | 392,703,513 | 85 | 367 | 348 | 0.0% |
| Q4 2019 | 1,025 | $67.5B | 378,149,563 | 63 | 337 | 259 | 0.0% |
| Q3 2019 | 889 | $49.6B | 295,998,287 | 35 | 322 | 273 | 0.0% |
| Q2 2019 | 893 | $47.7B | 285,109,269 | 82 | 287 | 286 | 0.0% |
| Q1 2019 | 861 | $46.5B | 289,019,299 | 59 | 297 | 273 | 0.0% |
| Q4 2018 | 843 | $29.8B | 215,369,866 | 6 | 9 | 11 | 0.0% |