DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INDEX FDS (VOO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
4,032
Reporting holders
$396.4B
Reported value
1.4%
Calls
2.4%
Puts
+150
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 |
|---|---|---|---|---|---|
| Vanguard Global Advisers, LLC | $28.3B | 41,269,848 | 13.21% | 2q | +4.2%+$1.1B |
| RAYMOND JAMES FINANCIAL INC | $21.4B | 31,148,382 | 5.80% | 7q | +1.7%+$348.8M |
| California Public Employees Retirement System | $21.1B | 30,713,968 | 11.89% | 7q | -8.7%-$2.0B |
| BANK OF AMERICA CORP /DE/ | $19.1B | 27,849,974 | 1.23% | 31q | +1.5%+$280.8M |
| MORGAN STANLEY | $17.1B | 24,882,329 | 0.90% | 35q | +2.1%+$354.8M |
| JPMORGAN CHASE & CO | $16.3B incl. $13.3M options CALL+PUT | 23,987,874 | 0.90% | 31q | -12.0%-$2.2B |
| JONES FINANCIAL COMPANIES LLLP | $12.4B | 18,541,326 | 4.98% | 31q | +8.5%+$969.3M |
| GOLDMAN SACHS GROUP INC | $10.6B | 15,458,745 | 0.92% | 31q | +2.6%+$272.3M |
| ENVESTNET ASSET MANAGEMENT INC | $7.4B | 10,822,531 | 1.75% | 31q | +1.3%+$97.8M |
| ROYAL BANK OF CANADA | $6.8B incl. $1.1B options CALL+PUT | 8,401,516 | 1.02% | 31q | +35.1%+$1.8B |
| Acorns Advisers, LLC | $6.7B | 9,716,948 | 43.52% | 31q | +1.1%+$74.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.6B incl. $6.2B options CALL+PUT | 643,313 | 0.52% | 31q | +56.9%+$2.4B |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $5.3B | 7,762,285 | 14.31% | 19q | +816.6%+$4.7B |
| LPL Financial LLC | $4.6B incl. $1.7M options PUT | 6,623,289 | 1.02% | 31q | +3.5%+$152.5M |
| WELLS FARGO & COMPANY/MN | $4.4B | 6,461,383 | 0.72% | 31q | +3.4%+$147.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $3.8B | 5,462,185 | 4.64% | 30q | +3.9%+$139.6M |
| Cerity Partners LLC | $3.6B | 5,299,979 | 4.39% | 31q | +3.1%+$109.0M |
| IMC-Chicago, LLC | $3.5B CALL+PUT | options only | 0.84% | 16q | OPTIONS |
| UBS Group AG | $3.3B incl. $9.5M options CALL | 4,773,701 | 0.42% | 31q | +2.0%+$64.2M |
| Clal Insurance Enterprises Holdings Ltd | $3.1B | 4,469,484 | 13.75% | 31q | +21.2%+$537.2M |
| AMERIPRISE FINANCIAL INC | $3.0B | 4,384,186 | 0.61% | 31q | +18.5%+$470.7M |
| NATIXIS | $3.0B | 4,306,256 | 11.91% | 3q | -29.3%-$1.2B |
| Innovator Capital Management, LLC | $2.9B | 4,290,863 | 99.91% | 2q | +178.2%+$1.9B |
| Cambridge Investment Research Advisors, Inc. | $2.8B | 4,106,759 | 3.21% | 31q | +112.2%+$1.5B |
| ASSETMARK, INC | $2.8B | 4,037,865 | 4.77% | 31q | +8.5%+$216.2M |
| Alberta Investment Management Corp | $2.7B | 3,880,748 | 14.92% | 6q | +15.6%+$358.9M |
| CITIGROUP INC | $2.5B | 3,667,710 | 0.83% | 31q | +17.8%+$380.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.2B | 3,216,197 | 1.18% | 31q | +11.4%+$225.7M |
| CITADEL ADVISORS LLC | $2.2B incl. $2.1B options CALL+PUT | 96,708 | 0.25% | 31q | HELD |
| National Mutual Insurance Federation of Agricultural Cooperatives | $2.0B | 2,925,650 | 13.14% | 31q | HELD |
| HighTower Advisors, LLC | $1.9B | 2,758,297 | 1.82% | 22q | +4.0%+$73.1M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $1.9B | 2,754,197 | 27.30% | 31q | -0.6%-$10.6M |
| Focus Partners Wealth | $1.9B incl. $4.4M options OPT | 2,700,733 | 1.90% | 11q | +1.1%+$19.7M |
| MEITAV INVESTMENT HOUSE LTD | $1.7B | 2,501,606 | 11.56% | new | NEW |
| Corient Private Wealth LP | $1.7B | 2,490,905 | 2.37% | 15q | -16.6%-$340.0M |
| NATIXIS ADVISORS, LLC | $1.6B | 2,380,406 | 1.84% | 31q | +25.0%+$326.5M |
| JANE STREET GROUP, LLC | $1.6B incl. $1.6B options CALL+PUT | 28,030 | 0.13% | 31q | HELD |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.6B | 2,353,485 | 21.25% | 7q | +2.4%+$38.6M |
| BlackRock, Inc. | $1.6B | 2,282,662 | 0.02% | 8q | +7.8%+$113.0M |
| Cetera Investment Advisers | $1.5B incl. $2.1K options PUT | 2,217,564 | 1.39% | 31q | +10.8%+$148.8M |
| FJ Investments, LLC | $1.4B | 2,108,696 | 78.64% | 11q | HELD |
| BANK OF KOREA | $1.3B | 1,923,442 | 33.99% | 3q | -22.4%-$382.0M |
| Trans-Canada Capital Inc. | $1.3B | 1,921,146 | 72.26% | 7q | -9.5%-$138.2M |
| Pathstone Holdings, LLC | $1.3B | 1,891,310 | 3.78% | 11q | +13.6%+$155.1M |
| GLENMEDE TRUST CO NA | $1.3B | 1,843,153 | 5.59% | 29q | +1.3%+$16.0M |
| MILLENNIUM MANAGEMENT LLC | $1.3B incl. $7.5M options CALL+PUT | 1,825,001 | 0.46% | 4q | +79.5%+$558.4M |
| E-L Financial Corp Ltd | $1.2B | 1,244,848 | 100.00% | 31q | -1.7%-$21.2M |
| TRUIST FINANCIAL CORP | $1.2B | 1,732,785 | 1.42% | 31q | +52.7%+$410.8M |
| STIFEL FINANCIAL CORP | $1.1B | 1,667,490 | 0.95% | 31q | +5.4%+$58.6M |
| Creative Planning | $1.1B | 1,655,904 | 0.66% | 31q | +2.3%+$25.9M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.1B | 1,606,745 | 6.08% | 31q | HELD |
| USS Investment Management Ltd | $1.1B | 1,569,585 | 3.87% | 4q | -55.1%-$1.3B |
| Fisher Asset Management, LLC | $1.1B | 1,567,739 | 0.32% | 31q | HELD |
| Freestone Grove Partners LP | $1.0B | 1,501,826 | 6.62% | 6q | +13.8%+$125.1M |
| OSAIC HOLDINGS, INC. | $1.0B | 1,500,334 | 1.21% | 26q | +21.3%+$180.8M |
| Plante Moran Financial Advisors, LLC | $1.0B | 1,477,660 | 47.21% | 31q | +1.3%+$12.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.0B | 1,472,234 | 0.79% | 31q | -2.3%-$24.1M |
| BANK OF MONTREAL /CAN/ | $1.0B | 1,469,667 | 0.33% | 31q | +8.9%+$82.5M |
| CIBC Bancorp USA Inc. | $1.0B | 1,464,441 | 1.22% | 3q | +43.8%+$304.6M |
| Rockefeller Capital Management L.P. | $997.4M | 1,452,227 | 1.53% | 31q | +4.0%+$38.2M |
| Clearstead Advisors, LLC | $996.5M | 1,450,939 | 9.41% | 31q | -12.4%-$140.7M |
| PRUDENTIAL FINANCIAL INC | $995.2M | 1,449,018 | 1.08% | 34q | HELD |
| ALLIANCEBERNSTEIN L.P. | $975.5M | 1,632,523 | 0.32% | 31q | +4.3%+$40.4M |
| JMG Financial Group, Ltd. | $966.3M | 1,406,914 | 23.34% | 31q | +0.9%+$8.3M |
| Nicholas Hoffman & Company, LLC. | $961.7M | 1,400,242 | 20.30% | 31q | +0.5%+$5.1M |
| Angeles Investment Advisors, LLC | $920.1M | 1,339,649 | 55.26% | 31q | -4.8%-$46.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $903.5M | 1,315,456 | 1.14% | 31q | -1.1%-$9.9M |
| Russell Investments Group, Ltd. | $898.8M | 1,308,720 | 0.79% | 10q | +10179.0%+$890.1M |
| BARCLAYS PLC | $888.9M | 1,294,234 | 0.17% | 31q | +2.8%+$24.5M |
| Cresset Asset Management, LLC | $887.8M | 1,292,710 | 3.21% | 31q | +8.2%+$67.5M |
| Mirae Asset Global Investments Co., Ltd. | $855.2M | 1,245,238 | 1.26% | 31q | +9.3%+$72.8M |
| DUMAC, INC. | $840.3M | 1,223,510 | 76.36% | 3q | +15.8%+$114.6M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $830.7M | 1,219,824 | 0.59% | 18q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $822.7M | 1,197,901 | 1.26% | 31q | +2.0%+$15.9M |
| Beacon Pointe Advisors, LLC | $807.8M | 1,176,174 | 3.75% | 31q | +8.5%+$63.2M |
| COUNTRY TRUST BANK | $806.8M | 1,174,634 | 14.12% | 31q | -1.9%-$15.4M |
| Wealthspire Advisors, LLC | $792.8M | 1,154,326 | 4.37% | 31q | +2.1%+$16.6M |
| Systematic Alpha Investments, LLC | $777.8M | 1,132,544 | 20.89% | 23q | HELD |
| ELEMENT CAPITAL MANAGEMENT LLC | $702.3M | 1,022,597 | 21.93% | new | NEW |
| SWF LLC | $692.9M | 1,008,873 | 46.36% | 6q | +9.9%+$62.2M |
| Baird Financial Group, Inc. | $666.2M | 970,022 | 0.92% | 31q | +1.3%+$8.3M |
| Rakuten Investment Management, Inc. | $650.4M | 955,039 | 1.88% | 5q | -44.9%-$530.5M |
| Summit Trail Advisors, LLC | $648.7M | 944,467 | 8.16% | 5q | -10.4%-$75.5M |
| AQR CAPITAL MANAGEMENT LLC | $648.6M | 944,297 | 0.23% | 12q | +37.5%+$177.0M |
| Pandi, LLC | $647.2M | 942,369 | 98.32% | 7q | -6.1%-$41.8M |
| NEPC LLC | $646.9M | 941,895 | 12.07% | 13q | -3.7%-$24.9M |
| Constellation Investments, Inc. | $643.0M | 936,173 | 20.19% | 7q | -2.2%-$14.2M |
| P/E Global LLC | $632.7M | 921,199 | 40.60% | 7q | +7.8%+$45.6M |
| CIBC Asset Management Inc | $630.5M | 918,601 | 1.38% | 28q | -2.8%-$17.9M |
| DIVERSIFIED TRUST CO | $630.4M | 917,839 | 10.10% | 31q | +1.0%+$6.2M |
| OMERS ADMINISTRATION Corp | $612.9M | 892,933 | 3.67% | 2q | -43.8%-$477.0M |
| Wealthfront Advisers LLC | $606.7M | 883,355 | 1.17% | 31q | +2.6%+$15.2M |
| CAPSTONE INVESTMENT ADVISORS, LLC | $589.2M | 857,924 | 1.09% | 8q | HELD |
| MML INVESTORS SERVICES, LLC | $586.0M | 853,265 | 1.20% | 31q | +25.6%+$119.4M |
| NEUBERGER BERMAN GROUP LLC | $580.8M | 845,691 | 0.39% | 31q | +10.6%+$55.7M |
| Call To Action Foundation | $579.0M | 842,980 | 100.00% | 11q | -1.4%-$8.5M |
| Mariner, LLC | $560.9M | 816,784 | 0.59% | 31q | -9.1%-$56.1M |
| GenTrust, LLC | $557.8M | 812,211 | 21.43% | 14q | -1.7%-$9.4M |
| Quantinno Capital Management LP | $530.0M | 771,671 | 0.64% | 18q | +12.1%+$57.4M |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $529.3M | 770,657 | 6.21% | 29q | +40.7%+$153.1M |
Showing the largest 100 of 4,040 reported holders. The count of 4,032 above leaves out 8 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 4,032 managers that file Form 13F reported holding Vanguard Index Fds (VOO), $396.4B in all. 295 managers opened a position and 145 sold out completely, against 3,882 holders the quarter before. Largest holders: Vanguard Global Advisers, Llc, Raymond James Financial Inc and California Public Employees Retirement System. Largest new positions: Meitav Investment House Ltd ($1.7B), Element Capital Management Llc ($702.3M) and Ossiam ($377.7M).
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 | 1,888 | $43.1B | 61,884,195 | 74 | 835 | 525 | 0.0% |
| Q2 2026 | 4,032 | $396.4B | 556,571,259 | 234 | 1,773 | 1,092 | 3.7% |
| Q1 2026 | 3,882 | $323.0B | 535,189,107 | 157 | 1,725 | 1,177 | 1.4% |
| Q4 2025 | 3,868 | $345.9B | 547,551,650 | 183 | 1,576 | 1,028 | 0.8% |
| Q3 2025 | 3,485 | $311.9B | 505,360,103 | 178 | 1,464 | 1,006 | 1.3% |
| Q2 2025 | 3,408 | $274.2B | 468,602,712 | 164 | 1,519 | 1,010 | 1.4% |
| Q1 2025 | 3,352 | $232.9B | 449,437,384 | 149 | 1,482 | 998 | 1.0% |
| Q4 2024 | 3,345 | $278.1B | 509,891,343 | 171 | 1,401 | 799 | 1.1% |
| Q3 2024 | 2,949 | $216.3B | 403,471,026 | 171 | 1,237 | 788 | 1.5% |
| Q2 2024 | 2,852 | $197.8B | 393,903,824 | 160 | 1,199 | 828 | 1.0% |
| Q1 2024 | 2,764 | $200.0B | 412,843,222 | 172 | 1,179 | 821 | 1.4% |
| Q4 2023 | 2,677 | $158.7B | 363,546,451 | 166 | 1,143 | 706 | 1.2% |
| Q3 2023 | 2,416 | $164.6B | 414,472,898 | 114 | 997 | 707 | 1.2% |
| Q2 2023 | 2,387 | $132.5B | 321,911,180 | 169 | 923 | 726 | 1.2% |
| Q1 2023 | 2,292 | $113.0B | 323,687,156 | 137 | 860 | 779 | 1.7% |
| Q4 2022 | 2,263 | $126.7B | 353,233,916 | 152 | 899 | 678 | 1.9% |
| Q3 2022 | 2,055 | $965.2B | 2,908,833,209 | 87 | 873 | 607 | 0.5% |
| Q2 2022 | 2,084 | $913.2B | 2,610,343,297 | 113 | 864 | 666 | 0.5% |
| Q1 2022 | 2,125 | $1.0T | 2,409,369,056 | 123 | 897 | 624 | 0.4% |
| Q4 2021 | 2,113 | $711.4B | 1,619,150,621 | 141 | 830 | 464 | 0.6% |
| Q3 2021 | 1,797 | $585.8B | 1,480,530,292 | 107 | 718 | 485 | 0.2% |
| Q2 2021 | 1,747 | $552.6B | 1,397,715,404 | 115 | 709 | 485 | 0.3% |
| Q1 2021 | 1,694 | $463.9B | 1,271,906,823 | 105 | 681 | 523 | 0.1% |
| Q4 2020 | 1,656 | $425.8B | 1,236,127,248 | 110 | 633 | 441 | 0.2% |
| Q3 2020 | 1,466 | $319.7B | 1,035,459,458 | 98 | 528 | 502 | 0.2% |
| Q2 2020 | 1,425 | $239.1B | 841,117,497 | 161 | 516 | 476 | 0.2% |
| Q1 2020 | 1,329 | $205.2B | 864,829,092 | 113 | 613 | 401 | 0.3% |
| Q4 2019 | 1,341 | $252.7B | 920,111,989 | 134 | 487 | 299 | 0.1% |
| Q3 2019 | 1,123 | $204.1B | 798,156,480 | 63 | 468 | 302 | 0.1% |
| Q2 2019 | 1,113 | $134.1B | 496,085,991 | 82 | 442 | 299 | 0.2% |
| Q1 2019 | 1,078 | $127.6B | 490,713,435 | 79 | 402 | 345 | 0.1% |
| Q4 2018 | 1,072 | $428.4B | 1,863,189,117 | 16 | 18 | 15 | 0.0% |