DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INDEX FDS (VOE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,249
Reporting holders
$14.6B
Reported value
0.0%
Calls
0.1%
Puts
+17
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 | $965.6M | 4,886,722 | 0.05% | 35q | +2.7%+$25.4M |
| EP Wealth Advisors, LLC | $887.0M | 4,488,689 | 3.39% | 26q | +8.4%+$68.9M |
| ASSETMARK, INC | $874.7M | 4,426,816 | 1.50% | 31q | +2.2%+$18.5M |
| Betterment LLC | $692.9M | 3,506,826 | 1.17% | 31q | -6.3%-$46.4M |
| JONES FINANCIAL COMPANIES LLLP | $672.0M | 3,377,503 | 0.27% | 31q | +7.8%+$48.6M |
| BANK OF AMERICA CORP /DE/ | $616.3M | 3,119,048 | 0.04% | 31q | +2.4%+$14.6M |
| WELLS FARGO & COMPANY/MN | $538.7M | 2,726,390 | 0.09% | 31q | +1.4%+$7.6M |
| ROYAL BANK OF CANADA | $450.2M | 2,278,495 | 0.07% | 31q | -5.9%-$28.3M |
| UBS Group AG | $303.8M | 1,537,314 | 0.04% | 31q | +4.9%+$14.2M |
| PNC Financial Services Group, Inc. | $284.4M | 1,439,048 | 0.14% | 31q | -1.5%-$4.4M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $273.9M | 1,386,013 | 0.94% | 2q | -14.8%-$47.5M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $241.7M | 1,223,159 | 13.66% | 27q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $241.0M | 1,219,545 | 0.06% | 31q | +1.2%+$2.8M |
| LPL Financial LLC | $229.5M | 1,161,630 | 0.05% | 31q | +6.2%+$13.4M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $224.4M | 1,135,535 | 1.66% | 31q | +4.2%+$9.0M |
| FMR LLC | $220.5M | 1,115,744 | 0.01% | 31q | +0.6%+$1.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $219.2M | 1,109,433 | 0.12% | 31q | +6.1%+$12.6M |
| Orgel Wealth Management, LLC | $190.1M | 961,906 | 3.60% | 21q | +7.0%+$12.4M |
| AMERIPRISE FINANCIAL INC | $148.9M | 753,590 | 0.03% | 31q | -14.7%-$25.6M |
| STIFEL FINANCIAL CORP | $146.1M | 739,432 | 0.12% | 31q | +5.2%+$7.2M |
| RAYMOND JAMES FINANCIAL INC | $144.3M | 730,073 | 0.04% | 7q | +1.4%+$1.9M |
| OSAIC HOLDINGS, INC. | $139.8M | 707,246 | 0.16% | 26q | +7.2%+$9.4M |
| Focus Partners Wealth | $129.2M | 653,694 | 0.13% | 11q | -4.4%-$6.0M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $123.7M | 626,144 | 0.93% | 4q | +2.3%+$2.8M |
| Mariner, LLC | $122.0M | 617,452 | 0.13% | 31q | +2.3%+$2.8M |
| SYM FINANCIAL Corp | $112.4M | 569,031 | 9.04% | 15q | HELD |
| Waverly Advisors, LLC | $102.5M | 518,803 | 0.59% | 31q | -2.1%-$2.2M |
| US BANCORP \DE\ | $99.6M | 504,063 | 0.11% | 31q | HELD |
| Creative Planning | $91.9M | 465,241 | 0.05% | 31q | +7.3%+$6.2M |
| Cetera Investment Advisers | $82.9M | 419,517 | 0.08% | 31q | -1.1%-$943.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $81.0M | 409,752 | 0.10% | 31q | +2.0%+$1.6M |
| Rockefeller Capital Management L.P. | $78.6M | 397,700 | 0.12% | 28q | HELD |
| JPMORGAN CHASE & CO | $76.1M | 383,149 | 0.00% | 31q | HELD |
| McAdam, LLC | $75.6M | 382,832 | 2.92% | 24q | +8.2%+$5.7M |
| Rodgers & Associates, LTD | $73.8M | 373,683 | 6.70% | 23q | HELD |
| TRUIST FINANCIAL CORP | $67.2M | 339,843 | 0.08% | 31q | -0.6%-$406.7K |
| Avior Wealth Management, LLC | $66.3M | 335,783 | 1.74% | 31q | -36.4%-$38.0M |
| Everhart Financial Group, Inc. | $63.2M | 319,994 | 4.05% | 23q | +404.7%+$50.7M |
| HighTower Advisors, LLC | $61.9M | 313,253 | 0.06% | 22q | -4.1%-$2.7M |
| Krilogy Financial LLC | $60.9M | 308,154 | 1.80% | 31q | +2.9%+$1.7M |
| Berman McAleer LLC | $60.2M | 304,687 | 6.97% | 4q | HELD |
| CIBC Bancorp USA Inc. | $58.9M | 296,030 | 0.07% | 2q | +7.7%+$4.2M |
| Cambridge Investment Research Advisors, Inc. | $56.9M | 288,032 | 0.06% | 31q | +163.2%+$35.3M |
| Corient Private Wealth LP | $53.2M | 269,444 | 0.07% | 15q | -2.0%-$1.1M |
| INSPIRION WEALTH ADVISORS, LLC | $52.0M | 262,126 | 5.95% | 25q | -1.3%-$683.6K |
| Trust Co | $51.5M | 260,508 | 4.64% | 20q | HELD |
| MML INVESTORS SERVICES, LLC | $49.2M | 248,798 | 0.10% | 31q | +2.9%+$1.4M |
| Kestra Advisory Services, LLC | $48.8M | 246,711 | 0.16% | 24q | +50.2%+$16.3M |
| 1832 Asset Management L.P. | $45.8M | 231,852 | 0.02% | 18q | HELD |
| HUB Investment Partners, LLC | $44.1M | 223,312 | 0.79% | 11q | -5.3%-$2.5M |
| BENJAMIN EDWARDS INC | $43.5M | 219,953 | 0.40% | 29q | +5.2%+$2.2M |
| Marotta Asset Management | $42.8M | 216,004 | 7.13% | 26q | -0.7%-$287.1K |
| KWMG, LLC | $42.4M | 214,735 | 3.07% | 31q | +3.7%+$1.5M |
| Summit Financial, LLC | $40.8M | 206,724 | 0.45% | 31q | +6.0%+$2.3M |
| NewEdge Advisors, LLC | $37.9M | 191,598 | 0.11% | 31q | -3.5%-$1.4M |
| Bragg Financial Advisors, Inc | $36.0M | 182,391 | 0.96% | 31q | +1.9%+$662.6K |
| Beacon Pointe Advisors, LLC | $33.5M | 169,698 | 0.16% | 30q | +6.6%+$2.1M |
| CONDOR CAPITAL MANAGEMENT | $33.3M | 168,392 | 2.49% | 31q | -1.6%-$544.4K |
| &PARTNERS | $33.0M | 167,087 | 0.14% | 10q | +18.2%+$5.1M |
| FIRST AMERICAN TRUST, FSB | $32.4M | 163,718 | 1.95% | 29q | -1.3%-$433.5K |
| BLAIR WILLIAM & CO/IL | $32.2M | 163,166 | 0.08% | 31q | -8.1%-$2.8M |
| CARY STREET PARTNERS FINANCIAL LLC | $31.7M | 184,005 | 0.69% | 7q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $31.2M | 157,923 | 0.01% | 26q | HELD |
| Diesslin Group, Inc. | $30.7M | 155,553 | 11.86% | 3q | +24.6%+$6.1M |
| Avion Wealth | $30.7M | 155,392 | 5.71% | 22q | -1.5%-$481.9K |
| BHK Investment Advisors, LLC | $30.4M | 154,011 | 9.09% | 31q | +0.6%+$185.2K |
| PRESILIUM PRIVATE WEALTH, LLC | $30.3M | 153,517 | 4.66% | 15q | +4.5%+$1.3M |
| Mesirow Financial Investment Management, Inc. | $29.6M | 149,741 | 0.46% | 11q | +1.2%+$347.6K |
| BANK OF MONTREAL /CAN/ | $29.3M | 148,473 | 0.01% | 31q | +1.8%+$514.7K |
| WoodTrust Financial Corp | $28.9M | 146,282 | 3.43% | 4q | -5.4%-$1.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $28.7M | 142,559 | 0.05% | 12q | -4.1%-$1.2M |
| DIVERSIFIED MANAGEMENT INC | $28.6M | 144,951 | 6.12% | 3q | -0.7%-$198.2K |
| CAPTRUST FINANCIAL ADVISORS | $28.6M | 144,801 | 0.04% | 31q | +17.4%+$4.2M |
| Shah Wealth Advisors, LLC | $27.1M | 136,988 | 6.25% | new | FIRST |
| NATIXIS ADVISORS, LLC | $26.9M | 136,243 | 0.03% | 31q | +6.8%+$1.7M |
| Equitable Holdings, Inc. | $26.4M | 133,731 | 0.16% | 27q | -52.9%-$29.7M |
| Wilmington Savings Fund Society, FSB | $26.3M | 132,889 | 0.59% | 12q | -13.9%-$4.2M |
| STEPHENS INC /AR/ | $26.1M | 132,161 | 0.29% | 31q | +2.4%+$606.2K |
| Wealthspire Advisors, LLC | $25.6M | 129,350 | 0.14% | 23q | +22.9%+$4.8M |
| AIRE ADVISORS, LLC | $25.6M | 129,318 | 4.16% | 19q | +1.2%+$300.0K |
| Grove Street Fiduciary, LLC | $25.1M | 126,898 | 10.59% | 7q | -1.7%-$438.9K |
| FIFTH THIRD BANCORP | $24.9M | 125,765 | 0.04% | 31q | -5.2%-$1.4M |
| World Investment Advisors | $24.8M | 134,561 | 0.41% | 9q | -0.7%-$177.2K |
| Strategic Investment Advisors / MI | $24.2M | 122,391 | 1.46% | 29q | +2.0%+$468.1K |
| Shakespeare Wealth Management, LLC | $23.1M | 117,058 | 6.12% | 31q | -35.4%-$12.7M |
| ARVEST INVESTMENTS, INC. | $22.7M | 114,879 | 2.75% | 11q | +3.6%+$788.2K |
| Janney Montgomery Scott LLC | $22.6M | 114,384 | 0.04% | 31q | +42.8%+$6.8M |
| Advisory Alpha, LLC | $21.3M | 107,901 | 0.52% | 22q | +6.1%+$1.2M |
| DAVENPORT & Co LLC | $21.2M | 107,297 | 0.10% | 31q | +22.9%+$3.9M |
| Praetorian Wealth Management, Inc. | $20.9M | 105,965 | 3.60% | 25q | +0.9%+$185.5K |
| SAGE FINANCIAL GROUP INC | $20.4M | 103,488 | 1.15% | 31q | -0.6%-$119.2K |
| OLIO Financial Planning | $20.3M | 102,577 | 5.03% | 19q | +3.3%+$648.3K |
| Ledyard National Bank | $20.3M | 102,554 | 1.63% | 31q | -1.1%-$221.5K |
| Baird Financial Group, Inc. | $19.9M | 100,654 | 0.03% | 31q | -4.4%-$911.1K |
| Bryn Mawr Trust Advisors, LLC | $18.9M | 95,789 | 0.82% | 25q | -11.7%-$2.5M |
| Legacies Wealth LLC | $18.8M | 95,248 | 10.31% | 31q | +4.5%+$802.7K |
| Cerity Partners LLC | $18.7M | 94,783 | 0.02% | 25q | +48.3%+$6.1M |
| Chicago Partners Investment Group LLC | $18.7M | 92,306 | 0.37% | 31q | +2.6%+$478.4K |
| Asset Management Group, Inc. | $18.7M | 94,554 | 2.73% | 31q | -1.3%-$242.5K |
| PEAPACK GLADSTONE FINANCIAL CORP | $18.4M | 93,014 | 0.21% | 26q | +0.5%+$95.8K |
Showing the largest 100 of 1,250 reported holders. The count of 1,249 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 561 | $3.5B | 17,698,203 | 27 | 150 | 165 | 0.0% |
| Q2 2026 | 1,249 | $14.6B | 73,646,015 | 77 | 375 | 369 | 0.1% |
| Q1 2026 | 1,232 | $13.5B | 73,092,309 | 89 | 389 | 376 | 0.0% |
| Q4 2025 | 1,206 | $12.9B | 72,628,188 | 82 | 423 | 312 | 0.0% |
| Q3 2025 | 1,119 | $11.6B | 66,564,576 | 57 | 355 | 326 | 0.1% |
| Q2 2025 | 1,129 | $11.4B | 69,165,991 | 75 | 333 | 345 | 0.1% |
| Q1 2025 | 1,101 | $10.5B | 65,466,218 | 63 | 357 | 321 | 0.1% |
| Q4 2024 | 1,118 | $11.4B | 70,536,036 | 64 | 364 | 270 | 0.0% |
| Q3 2024 | 1,038 | $11.0B | 65,681,812 | 90 | 315 | 297 | 0.0% |
| Q2 2024 | 988 | $9.8B | 65,369,348 | 62 | 296 | 330 | 0.0% |
| Q1 2024 | 986 | $11.4B | 72,839,833 | 69 | 318 | 325 | 0.1% |
| Q4 2023 | 977 | $10.8B | 74,406,590 | 62 | 294 | 307 | 0.1% |
| Q3 2023 | 895 | $9.9B | 75,573,783 | 45 | 301 | 284 | 0.1% |
| Q2 2023 | 911 | $9.8B | 70,678,416 | 59 | 301 | 307 | 0.1% |
| Q1 2023 | 907 | $9.6B | 71,728,684 | 63 | 281 | 312 | 0.1% |
| Q4 2022 | 915 | $11.1B | 81,788,773 | 84 | 273 | 298 | 0.1% |
| Q3 2022 | 813 | $111.9B | 917,265,537 | 49 | 296 | 227 | 0.0% |
| Q2 2022 | 840 | $117.1B | 900,574,253 | 46 | 325 | 244 | 0.0% |
| Q1 2022 | 874 | $131.9B | 881,090,357 | 84 | 326 | 214 | 0.0% |
| Q4 2021 | 829 | $133.3B | 886,677,531 | 63 | 311 | 152 | 0.0% |
| Q3 2021 | 710 | $107.3B | 769,761,126 | 42 | 283 | 172 | 0.0% |
| Q2 2021 | 715 | $105.7B | 750,728,771 | 67 | 296 | 165 | 0.0% |
| Q1 2021 | 692 | $101.7B | 748,876,511 | 77 | 278 | 171 | 0.0% |
| Q4 2020 | 649 | $87.0B | 731,664,871 | 72 | 227 | 173 | 0.0% |
| Q3 2020 | 556 | $60.7B | 599,053,935 | 36 | 173 | 202 | 0.0% |
| Q2 2020 | 560 | $54.1B | 565,365,874 | 75 | 164 | 210 | 0.0% |
| Q1 2020 | 542 | $37.4B | 460,529,352 | 49 | 197 | 202 | 0.0% |
| Q4 2019 | 605 | $57.5B | 482,784,718 | 62 | 207 | 132 | 0.0% |
| Q3 2019 | 519 | $12.8B | 113,574,701 | 41 | 159 | 173 | 0.0% |
| Q2 2019 | 501 | $45.7B | 409,167,776 | 42 | 176 | 145 | 0.0% |
| Q1 2019 | 500 | $49.2B | 454,761,352 | 53 | 148 | 169 | 0.0% |
| Q4 2018 | 493 | $43.3B | 454,865,740 | 4 | 13 | 4 | 0.0% |