DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INDEX FDS (VOT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,112
Reporting holders
$12.1B
Reported value
0.2%
Calls
0.1%
Puts
+46
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 | $939.5M | 3,067,150 | 0.05% | 35q | +2.9%+$26.1M |
| ASSETMARK, INC | $658.7M | 2,150,345 | 1.13% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $649.6M | 2,120,757 | 0.04% | 31q | -1.7%-$11.3M |
| EP Wealth Advisors, LLC | $536.9M | 1,752,727 | 2.05% | 30q | +13.0%+$61.8M |
| WELLS FARGO & COMPANY/MN | $504.4M | 1,646,597 | 0.08% | 31q | -1.7%-$8.6M |
| ROYAL BANK OF CANADA | $366.2M | 1,195,402 | 0.05% | 31q | -6.8%-$26.8M |
| UBS Group AG | $355.4M | 1,160,373 | 0.05% | 31q | +3.6%+$12.4M |
| PNC Financial Services Group, Inc. | $338.2M | 1,104,015 | 0.17% | 31q | -1.0%-$3.3M |
| Truepoint, Inc. | $334.9M | 1,093,223 | 6.99% | 31q | -1.2%-$3.9M |
| JONES FINANCIAL COMPANIES LLLP | $328.7M | 1,100,734 | 0.13% | 31q | +6.2%+$19.2M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $319.4M | 1,042,640 | 2.39% | 4q | HELD |
| LPL Financial LLC | $280.3M | 915,170 | 0.06% | 31q | +1.6%+$4.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $277.4M | 905,608 | 0.15% | 31q | +3.9%+$10.4M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $231.8M | 756,813 | 1.72% | 31q | +5.5%+$12.0M |
| ENVESTNET ASSET MANAGEMENT INC | $222.9M | 727,903 | 0.05% | 31q | +2.2%+$4.9M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $204.1M | 666,327 | 11.54% | 27q | +0.9%+$1.8M |
| RAYMOND JAMES FINANCIAL INC | $173.0M | 564,845 | 0.05% | 7q | +3.7%+$6.2M |
| STIFEL FINANCIAL CORP | $159.1M | 519,520 | 0.13% | 31q | +1.1%+$1.8M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $152.3M | 497,262 | 0.52% | 2q | -8.1%-$13.4M |
| AMERIPRISE FINANCIAL INC | $108.2M | 353,090 | 0.02% | 31q | +2.1%+$2.2M |
| Rockefeller Capital Management L.P. | $100.7M | 328,799 | 0.15% | 30q | HELD |
| Busey Bank | $87.6M | 286,146 | 2.13% | 31q | +4.9%+$4.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $84.3M | 275,076 | 0.11% | 31q | -0.6%-$544.6K |
| TRUIST FINANCIAL CORP | $78.6M | 256,751 | 0.09% | 31q | -7.5%-$6.3M |
| FMR LLC | $74.5M | 243,289 | 0.00% | 31q | -3.4%-$2.7M |
| BNP PARIBAS FINANCIAL MARKETS | $72.6M | 236,962 | 0.03% | 31q | +57.1%+$26.4M |
| Waverly Advisors, LLC | $72.4M | 236,426 | 0.42% | 31q | -1.8%-$1.3M |
| McAdam, LLC | $72.2M | 235,745 | 2.79% | 23q | +12.9%+$8.3M |
| Avior Wealth Management, LLC | $70.2M | 229,387 | 1.85% | 31q | -35.8%-$39.2M |
| CIBC Bancorp USA Inc. | $69.2M | 225,823 | 0.08% | 2q | +18.1%+$10.6M |
| Orgel Wealth Management, LLC | $66.3M | 216,318 | 1.26% | 31q | -1.3%-$846.3K |
| Everhart Financial Group, Inc. | $66.2M | 216,074 | 4.23% | 23q | +390.3%+$52.7M |
| Cetera Investment Advisers | $64.7M | 211,342 | 0.06% | 31q | +2.5%+$1.6M |
| OSAIC HOLDINGS, INC. | $64.0M | 208,637 | 0.08% | 26q | +13.2%+$7.5M |
| US BANCORP \DE\ | $62.7M | 204,632 | 0.07% | 31q | +1.3%+$810.2K |
| Equitable Holdings, Inc. | $55.8M | 182,169 | 0.33% | 27q | -7.9%-$4.8M |
| MML INVESTORS SERVICES, LLC | $54.8M | 178,764 | 0.11% | 31q | +15.9%+$7.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $54.1M | 176,688 | 0.01% | new | NEW |
| Mariner, LLC | $52.5M | 171,464 | 0.06% | 31q | HELD |
| Farther Finance Advisors, LLC | $52.2M | 170,376 | 0.41% | 15q | +23.6%+$10.0M |
| 1832 Asset Management L.P. | $51.2M | 167,203 | 0.03% | 18q | HELD |
| Creative Planning | $50.5M | 164,752 | 0.03% | 31q | +16.2%+$7.0M |
| Kestra Advisory Services, LLC | $49.7M | 162,247 | 0.16% | 24q | +4.6%+$2.2M |
| JPMORGAN CHASE & CO | $49.5M | 163,014 | 0.00% | 31q | -0.6%-$293.7K |
| Cambridge Investment Research Advisors, Inc. | $49.1M | 160,404 | 0.06% | 31q | +192.1%+$32.3M |
| Trust Co | $48.5M | 158,490 | 4.38% | 20q | -0.7%-$327.4K |
| KWMG, LLC | $45.5M | 148,488 | 3.29% | 31q | +4.2%+$1.8M |
| NewEdge Advisors, LLC | $45.2M | 147,426 | 0.13% | 31q | +3.8%+$1.7M |
| BENJAMIN EDWARDS INC | $41.4M | 135,119 | 0.38% | 29q | +4.7%+$1.9M |
| CARY STREET PARTNERS FINANCIAL LLC | $38.9M | 126,973 | 0.85% | 7q | +19.1%+$6.2M |
| Bragg Financial Advisors, Inc | $36.0M | 117,556 | 0.96% | 31q | +3.9%+$1.3M |
| HighTower Advisors, LLC | $36.0M | 117,475 | 0.03% | 22q | -8.1%-$3.2M |
| Rodgers & Associates, LTD | $32.5M | 106,123 | 2.95% | 23q | HELD |
| PRESILIUM PRIVATE WEALTH, LLC | $32.0M | 104,624 | 4.92% | 15q | HELD |
| Cassaday & Co Wealth Management LLC | $31.8M | 103,861 | 0.60% | 15q | -0.5%-$165.7K |
| BHK Investment Advisors, LLC | $30.3M | 98,916 | 9.05% | 31q | +1.1%+$333.3K |
| Adventist Health System/ West | $29.6M | 96,768 | 4.64% | 9q | HELD |
| Wilmington Savings Fund Society, FSB | $29.3M | 95,528 | 0.65% | 12q | -8.6%-$2.8M |
| Beacon Pointe Advisors, LLC | $28.7M | 93,904 | 0.13% | 25q | +5.8%+$1.6M |
| WoodTrust Financial Corp | $28.3M | 92,394 | 3.36% | 4q | -6.3%-$1.9M |
| Janney Montgomery Scott LLC | $28.2M | 92,061 | 0.05% | 8q | +36.6%+$7.6M |
| Axiom Financial Strategies, LLC | $28.1M | 91,605 | 8.79% | 4q | +2.4%+$655.2K |
| Associated Banc-Corp | $28.0M | 91,552 | 0.67% | 31q | -1.2%-$341.8K |
| &PARTNERS | $27.7M | 90,532 | 0.11% | 10q | +24.0%+$5.4M |
| Black Diamond Financial, LLC | $27.7M | 90,277 | 2.44% | 31q | +8.8%+$2.2M |
| AIRE ADVISORS, LLC | $27.5M | 89,854 | 4.48% | 19q | +1.6%+$443.2K |
| NATIXIS ADVISORS, LLC | $27.0M | 88,188 | 0.03% | 31q | +2.7%+$710.6K |
| Bryn Mawr Trust Advisors, LLC | $26.6M | 86,799 | 1.16% | 31q | -8.5%-$2.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.5M | 87,828 | 0.04% | 12q | -1.1%-$304.4K |
| INSPIRION WEALTH ADVISORS, LLC | $26.4M | 87,025 | 3.03% | 31q | +18.0%+$4.0M |
| Praetorian Wealth Management, Inc. | $26.1M | 85,200 | 4.50% | 25q | +1.2%+$299.3K |
| FIFTH THIRD BANCORP | $26.0M | 84,780 | 0.04% | 31q | -4.1%-$1.1M |
| Betterment LLC | $25.9M | 84,642 | 0.04% | 31q | -6.6%-$1.8M |
| MAI Capital Management | $24.6M | 80,232 | 0.09% | 19q | +4.1%+$961.2K |
| Dakota Wealth Management | $24.3M | 79,232 | 0.46% | 10q | -18.9%-$5.7M |
| Corient Private Wealth LP | $24.1M | 78,666 | 0.03% | 15q | -2.0%-$495.9K |
| Copper Harbor Investment Advisors, LLC | $21.7M | 70,970 | 4.60% | new | FIRST |
| Robertson Stephens Wealth Management, LLC | $21.5M | 70,074 | 0.53% | 8q | +49.2%+$7.1M |
| CONDOR CAPITAL MANAGEMENT | $19.6M | 64,072 | 1.47% | 31q | -2.3%-$460.7K |
| Baird Financial Group, Inc. | $19.6M | 64,055 | 0.03% | 31q | +2.4%+$457.9K |
| HRC WEALTH MANAGEMENT, LLC | $19.6M | 63,909 | 8.01% | 11q | HELD |
| Pinnacle Financial Partners, Inc. | $19.5M | 63,662 | 0.13% | 3q | +0.7%+$132.3K |
| Marion Wealth Management | $19.2M | 62,783 | 3.91% | 19q | +4.0%+$736.6K |
| Strategic Investment Advisors / MI | $18.6M | 60,758 | 1.13% | 29q | +1.9%+$349.5K |
| Tidal Investments LLC | $17.8M incl. $9.9M options CALL+PUT | 25,698 | 0.03% | 7q | +43.4%+$5.4M |
| Wealthspire Advisors, LLC | $17.8M | 57,951 | 0.10% | 23q | +3.8%+$657.0K |
| Glenview Trust Co | $17.7M | 57,652 | 0.24% | 31q | -32.1%-$8.3M |
| Steward Partners Investment Advisory, LLC | $17.6M | 57,481 | 0.09% | 29q | +6.6%+$1.1M |
| CAPTRUST FINANCIAL ADVISORS | $17.5M | 57,109 | 0.03% | 31q | +30.2%+$4.1M |
| Cerity Partners LLC | $17.4M | 56,842 | 0.02% | 31q | +25.7%+$3.6M |
| INDEPENDENT FINANCIAL GROUP, LLC | $17.3M | 56,482 | 0.32% | 26q | -1.5%-$259.1K |
| Provident Wealth Management, LLC | $16.8M | 54,971 | 4.34% | 25q | +95.5%+$8.2M |
| Clayton Financial Group LLC | $16.6M | 54,129 | 9.17% | 11q | +3.0%+$477.5K |
| BLAIR WILLIAM & CO/IL | $16.4M | 53,527 | 0.04% | 31q | +3.8%+$596.7K |
| COMMERCE BANK | $16.2M | 52,834 | 0.07% | 31q | -2.1%-$348.0K |
| JANE STREET GROUP, LLC | $16.2M incl. $15.5M options CALL+PUT | 2,220 | 0.00% | 5q | +0.8%+$131.2K |
| Advisory Alpha, LLC | $16.1M | 52,638 | 0.40% | 22q | +5.3%+$814.5K |
| Payne Capital Management, LLC | $15.9M | 52,013 | 4.25% | 7q | +2.3%+$351.9K |
| ARVEST INVESTMENTS, INC. | $15.3M | 50,086 | 1.86% | 11q | +4.6%+$674.8K |
| Roberts Financial Services LLC | $15.1M | 49,278 | 4.42% | 26q | -0.6%-$87.9K |
Showing the largest 100 of 1,112 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 | 472 | $2.9B | 9,847,107 | 23 | 112 | 140 | 0.0% |
| Q2 2026 | 1,112 | $12.1B | 39,358,679 | 97 | 307 | 320 | 0.4% |
| Q1 2026 | 1,066 | $9.9B | 38,649,321 | 68 | 340 | 315 | 0.2% |
| Q4 2025 | 1,082 | $10.8B | 38,366,465 | 79 | 334 | 289 | 0.2% |
| Q3 2025 | 1,027 | $10.5B | 35,567,047 | 62 | 321 | 271 | 0.1% |
| Q2 2025 | 1,019 | $10.8B | 37,886,507 | 89 | 299 | 307 | 0.1% |
| Q1 2025 | 982 | $8.8B | 35,916,650 | 70 | 313 | 285 | 0.1% |
| Q4 2024 | 984 | $10.0B | 39,338,876 | 60 | 290 | 255 | 0.0% |
| Q3 2024 | 908 | $9.0B | 37,296,386 | 64 | 289 | 227 | 0.1% |
| Q2 2024 | 868 | $8.3B | 36,185,943 | 61 | 281 | 244 | 0.1% |
| Q1 2024 | 871 | $8.6B | 36,727,565 | 77 | 257 | 261 | 0.1% |
| Q4 2023 | 847 | $7.2B | 32,744,850 | 77 | 244 | 235 | 0.1% |
| Q3 2023 | 761 | $6.6B | 33,854,110 | 49 | 238 | 225 | 0.1% |
| Q2 2023 | 750 | $6.2B | 29,695,056 | 50 | 223 | 219 | 0.1% |
| Q1 2023 | 751 | $5.7B | 28,924,383 | 64 | 196 | 252 | 0.2% |
| Q4 2022 | 733 | $5.2B | 28,598,347 | 61 | 201 | 246 | 0.4% |
| Q3 2022 | 673 | $27.7B | 162,325,756 | 38 | 230 | 204 | 0.1% |
| Q2 2022 | 680 | $31.5B | 179,327,654 | 40 | 235 | 213 | 0.0% |
| Q1 2022 | 730 | $32.6B | 146,241,402 | 44 | 227 | 240 | 0.0% |
| Q4 2021 | 757 | $39.8B | 156,574,538 | 76 | 235 | 155 | 0.0% |
| Q3 2021 | 639 | $20.6B | 87,202,519 | 38 | 191 | 169 | 0.0% |
| Q2 2021 | 630 | $18.4B | 77,958,179 | 41 | 212 | 170 | 0.0% |
| Q1 2021 | 620 | $16.4B | 76,594,911 | 46 | 208 | 183 | 0.0% |
| Q4 2020 | 614 | $15.5B | 73,046,360 | 57 | 168 | 163 | 0.1% |
| Q3 2020 | 528 | $12.6B | 69,723,355 | 49 | 148 | 171 | 0.0% |
| Q2 2020 | 508 | $10.4B | 62,843,613 | 77 | 131 | 158 | 0.0% |
| Q1 2020 | 459 | $7.9B | 62,859,096 | 35 | 119 | 170 | 0.0% |
| Q4 2019 | 484 | $10.2B | 64,493,812 | 43 | 131 | 111 | 0.0% |
| Q3 2019 | 419 | $8.0B | 53,696,318 | 32 | 115 | 121 | 0.0% |
| Q2 2019 | 415 | $8.1B | 54,587,439 | 36 | 117 | 127 | 0.0% |
| Q1 2019 | 401 | $12.6B | 88,337,102 | 44 | 106 | 127 | 0.0% |
| Q4 2018 | 384 | $12.1B | 100,727,537 | 3 | 6 | 6 | 0.0% |