DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INTL EQUITY INDEX F (VSS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
733
Reporting holders
$5.9B
Reported value
0.0%
Calls
0.0%
Puts
+28
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 | $777.8M | 5,041,385 | 1.86% | 14q | +0.9%+$6.6M |
| JONES FINANCIAL COMPANIES LLLP | $443.4M | 2,897,206 | 0.18% | 31q | +6.6%+$27.4M |
| Mason Investment Advisory Services, Inc. | $293.6M | 1,902,746 | 11.17% | 30q | HELD |
| NATIXIS ADVISORS, LLC | $275.4M | 1,784,720 | 0.31% | 31q | -1.7%-$4.8M |
| BESSEMER GROUP INC | $255.6M | 1,656,856 | 0.35% | 31q | -2.4%-$6.4M |
| 1832 Asset Management L.P. | $251.8M | 1,632,044 | 0.13% | 18q | +11.2%+$25.3M |
| State of New Jersey Common Pension Fund D | $233.4M | 1,512,875 | 0.80% | 3q | HELD |
| ASSETMARK, INC | $157.8M | 1,022,768 | 0.27% | 31q | +37.7%+$43.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $156.6M | 1,015,203 | 0.02% | 9q | -7.7%-$13.0M |
| Bank of New York Mellon Corp | $122.2M | 792,335 | 0.02% | 31q | -2.6%-$3.3M |
| Creative Planning | $121.0M | 783,926 | 0.07% | 31q | +6.6%+$7.5M |
| MORGAN STANLEY | $118.3M | 766,661 | 0.01% | 35q | HELD |
| WIT, LLC | $111.1M | 719,961 | 1.77% | 6q | +9.3%+$9.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $94.4M | 611,851 | 0.05% | 31q | -1.3%-$1.2M |
| UBS Group AG | $79.8M | 517,094 | 0.01% | 31q | -0.9%-$750.0K |
| LPL Financial LLC | $74.6M | 483,515 | 0.02% | 31q | +1.6%+$1.2M |
| Clark Capital Management Group, Inc. | $69.4M | 449,540 | 0.38% | 13q | -2.0%-$1.4M |
| WELLS FARGO & COMPANY/MN | $63.5M | 411,759 | 0.01% | 31q | +1.6%+$1.0M |
| BANK OF AMERICA CORP /DE/ | $54.1M | 350,777 | 0.00% | 31q | +9.6%+$4.8M |
| Savant Capital, LLC | $53.8M | 357,846 | 0.16% | 31q | +103.8%+$27.4M |
| ENVESTNET ASSET MANAGEMENT INC | $52.3M | 338,908 | 0.01% | 31q | +1.3%+$661.1K |
| Pathstone Holdings, LLC | $43.8M | 284,050 | 0.13% | 11q | -18.8%-$10.1M |
| Advisory Alpha, LLC | $43.8M | 283,898 | 1.07% | 11q | -1.2%-$529.6K |
| BANK OF MONTREAL /CAN/ | $43.7M | 283,383 | 0.01% | 31q | -9.7%-$4.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $36.6M | 236,988 | 0.05% | 31q | -6.6%-$2.6M |
| St. Louis Trust Co | $36.2M | 23,478? | 4.14% | 31q | |
| MERCER GLOBAL ADVISORS INC /ADV | $34.5M | 223,565 | 0.04% | 30q | -11.8%-$4.6M |
| STIFEL FINANCIAL CORP | $34.1M | 220,725 | 0.03% | 31q | HELD |
| Cetera Investment Advisers | $33.5M | 217,088 | 0.03% | 23q | +4.2%+$1.4M |
| Cerity Partners LLC | $33.0M | 213,717 | 0.04% | 22q | +3.7%+$1.2M |
| PNC Financial Services Group, Inc. | $32.8M | 212,812 | 0.02% | 31q | -2.6%-$879.1K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $31.7M | 205,418 | 0.46% | 31q | HELD |
| HighTower Advisors, LLC | $30.0M | 194,304 | 0.03% | 22q | +4.3%+$1.2M |
| Wedmont Private Capital | $27.5M | 177,618 | 0.75% | 19q | -1.8%-$503.2K |
| RAYMOND JAMES FINANCIAL INC | $26.4M | 171,374 | 0.01% | 7q | +8.0%+$2.0M |
| Apella Capital, LLC | $26.2M | 170,488 | 0.37% | 25q | +1.6%+$404.7K |
| Galvin, Gaustad & Stein, LLC | $26.2M | 169,612 | 1.93% | 23q | -5.6%-$1.6M |
| ROYAL BANK OF CANADA | $25.5M | 165,467 | 0.00% | 31q | -7.5%-$2.1M |
| Vontobel Holding Ltd. | $25.5M | 165,000 | 0.08% | 23q | +3.1%+$771.5K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $24.3M | 81,397 | 0.02% | 31q | -30.1%-$10.4M |
| JPMORGAN CHASE & CO | $21.5M | 139,872 | 0.00% | 31q | +1.6%+$335.4K |
| MATHER GROUP, LLC. | $21.0M | 135,927 | 0.18% | 31q | HELD |
| Portland Global Advisors LLC | $19.3M | 124,832 | 1.83% | 31q | +0.8%+$144.0K |
| RWA WEALTH PARTNERS, LLC | $18.5M | 120,040 | 0.18% | 26q | HELD |
| OSAIC HOLDINGS, INC. | $18.4M | 119,118 | 0.02% | 26q | +11.3%+$1.9M |
| MilWealth Group LLC | $18.3M | 118,364 | 3.89% | 26q | +0.5%+$96.1K |
| BlueSky Wealth Advisors, LLC | $17.6M | 113,969 | 2.04% | 2q | +13.6%+$2.1M |
| Partners in Financial Planning | $16.2M | 105,235 | 2.46% | 21q | HELD |
| Redwood Investment Management, LLC | $15.5M | 100,174 | 1.53% | 15q | -1.1%-$177.1K |
| AMERIPRISE FINANCIAL INC | $14.7M | 95,521 | 0.00% | 31q | +3.4%+$478.6K |
| ASPIRIANT, LLC | $14.6M | 94,513 | 0.36% | 23q | +1.7%+$242.2K |
| N.E.W. Advisory Services LLC | $13.8M | 89,587 | 0.92% | 24q | +4.6%+$606.7K |
| Cambridge Investment Research Advisors, Inc. | $13.4M | 86,800 | 0.02% | 31q | +90.5%+$6.4M |
| Family CFO Inc | $12.8M | 82,953 | 4.93% | 19q | HELD |
| COLDSTREAM CAPITAL MANAGEMENT INC | $12.7M | 82,340 | 0.16% | 20q | -1.4%-$182.4K |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $12.5M | 80,907 | 0.14% | 15q | -21.9%-$3.5M |
| Modera Wealth Management, LLC | $12.5M | 80,798 | 0.13% | 23q | HELD |
| Strategic Financial Planning, Inc. | $12.0M | 78,172 | 6.28% | new | NEW |
| Columbus Macro, LLC | $11.7M | 75,961 | 1.14% | 31q | -2.0%-$239.3K |
| Texas Yale Capital Corp. | $11.7M | 75,705 | 0.25% | 31q | HELD |
| 25 LLC | $11.5M | 74,838 | 3.16% | 14q | -0.6%-$65.4K |
| Discipline Wealth Solutions, LLC | $11.4M | 73,774 | 0.99% | 4q | +30.3%+$2.6M |
| Beacon Pointe Advisors, LLC | $11.2M | 72,368 | 0.05% | 18q | +0.7%+$80.7K |
| IFG Advisors, LLC | $10.9M | 70,424 | 1.50% | 28q | HELD |
| PRESILIUM PRIVATE WEALTH, LLC | $10.8M | 70,266 | 1.66% | 15q | -0.8%-$88.7K |
| Whitaker-Myers Wealth Managers, LTD. | $10.8M | 70,063 | 1.81% | 12q | +3.0%+$315.8K |
| Valmark Advisers, Inc. | $10.6M | 68,442 | 0.11% | 31q | -6.7%-$759.6K |
| Kingsview Wealth Management, LLC | $10.5M | 68,320 | 0.13% | 26q | +7.4%+$729.0K |
| Voya Financial Advisors, Inc. | $10.5M | 67,996 | 0.92% | 31q | +95.7%+$5.1M |
| Corient Private Wealth LP | $10.4M | 67,500 | 0.01% | 15q | -75.4%-$31.9M |
| Grove Street Fiduciary, LLC | $10.4M | 67,205 | 4.38% | 7q | -1.2%-$128.7K |
| FMR LLC | $10.3M | 66,974 | 0.00% | 31q | +33.6%+$2.6M |
| GFS Advisors, LLC | $10.3M | 138,870 | 0.54% | 31q | +299.9%+$7.7M |
| Newton One Investments LLC | $10.3M | 66,693 | 2.59% | 16q | -0.8%-$77.8K |
| Beaird Harris Wealth Management, LLC | $10.3M | 66,466 | 0.64% | 19q | -2.0%-$207.4K |
| Maltin Wealth Management, Inc. | $10.2M | 66,359 | 3.42% | 26q | +5.5%+$530.3K |
| PEAPACK GLADSTONE FINANCIAL CORP | $10.1M | 65,752 | 0.12% | 26q | -0.9%-$91.0K |
| ATLAS CAPITAL ADVISORS INC. | $10.0M | 64,913 | 1.10% | 30q | -13.0%-$1.5M |
| Mariner, LLC | $10.0M | 64,663 | 0.01% | 21q | +6.0%+$565.8K |
| Twelve Points Wealth Management LLC | $10.0M | 64,646 | 2.00% | 5q | +11.2%+$1.0M |
| RTD Financial Advisors, Inc. | $9.9M | 64,256 | 1.08% | 19q | -1.7%-$176.4K |
| CUTLER INVESTMENT COUNSEL LLC | $9.9M | 63,978 | 0.93% | 8q | +2.9%+$279.7K |
| Johnson Financial Group, LLC | $9.8M | 63,816 | 0.53% | 25q | -5.7%-$599.7K |
| MAI Capital Management | $9.8M | 63,295 | 0.04% | 10q | HELD |
| Checchi Capital Advisers, LLC | $9.6M | 62,395 | 0.43% | 31q | -0.7%-$64.5K |
| Baird Financial Group, Inc. | $9.5M | 61,358 | 0.01% | 31q | -1.8%-$172.5K |
| Rockefeller Capital Management L.P. | $9.3M | 60,549 | 0.01% | 4q | +0.8%+$75.9K |
| Brooklyn FI, LLC | $9.2M | 60,312 | 1.68% | 19q | -1.4%-$126.0K |
| Bleakley Financial Group, LLC | $8.5M | 55,139 | 0.11% | 15q | +69.0%+$3.5M |
| Farther Finance Advisors, LLC | $8.4M | 54,546 | 0.07% | 15q | +9.7%+$742.0K |
| Focus Partners Wealth | $8.0M | 51,669 | 0.01% | 11q | HELD |
| E&R Wealth Management, LLC | $7.8M | 50,360 | 6.59% | 3q | +9.7%+$689.8K |
| Brickley Wealth Management | $7.7M | 49,945 | 1.11% | new | NEW |
| Noble Family Wealth, LLC | $7.5M | 48,603 | 1.34% | 14q | +15.5%+$1.0M |
| Gladwyn Financial Advisors, Inc. | $7.5M | 48,568 | 4.69% | 5q | +1.4%+$106.3K |
| ATMOS ADVISORY, LLC | $7.5M | 48,358 | 3.90% | 19q | +1.8%+$133.0K |
| Quantum Capital Management, LLC / NJ | $7.4M | 47,826 | 0.93% | 6q | -1.4%-$102.6K |
| BlackRock, Inc. | $7.4M | 47,746 | 0.00% | 8q | +47.2%+$2.4M |
| IMA Advisory Services, Inc. | $7.3M | 47,588 | 0.46% | 7q | -45.6%-$6.2M |
| Avior Wealth Management, LLC | $7.2M | 46,689 | 0.19% | 10q | -4.1%-$309.3K |
Showing the largest 100 of 734 reported holders. The count of 733 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 | 291 | $857.8M | 5,528,776 | 19 | 95 | 62 | 0.0% |
| Q2 2026 | 733 | $5.9B | 37,982,105 | 63 | 217 | 221 | 0.0% |
| Q1 2026 | 705 | $5.6B | 38,413,135 | 54 | 205 | 219 | 0.0% |
| Q4 2025 | 687 | $5.3B | 36,092,343 | 36 | 231 | 206 | 0.0% |
| Q3 2025 | 672 | $5.3B | 39,499,587 | 57 | 175 | 247 | 0.0% |
| Q2 2025 | 655 | $4.8B | 35,502,626 | 53 | 174 | 261 | 0.0% |
| Q1 2025 | 624 | $4.4B | 38,207,014 | 49 | 187 | 204 | 0.0% |
| Q4 2024 | 640 | $4.8B | 42,189,949 | 43 | 223 | 192 | 0.0% |
| Q3 2024 | 612 | $5.5B | 43,765,499 | 53 | 164 | 196 | 0.0% |
| Q2 2024 | 583 | $5.1B | 43,618,920 | 41 | 203 | 190 | 0.0% |
| Q1 2024 | 584 | $4.7B | 39,945,130 | 37 | 196 | 195 | 0.0% |
| Q4 2023 | 597 | $5.2B | 45,734,856 | 56 | 218 | 168 | 0.0% |
| Q3 2023 | 539 | $5.1B | 48,239,678 | 32 | 190 | 162 | 0.0% |
| Q2 2023 | 546 | $5.3B | 47,995,415 | 58 | 201 | 153 | 0.0% |
| Q1 2023 | 528 | $5.1B | 47,015,713 | 54 | 169 | 179 | 0.0% |
| Q4 2022 | 533 | $5.1B | 50,088,202 | 75 | 183 | 173 | 0.0% |
| Q3 2022 | 484 | $200.9B | 2,164,354,625 | 41 | 180 | 149 | 0.0% |
| Q2 2022 | 500 | $228.2B | 2,210,622,276 | 49 | 182 | 155 | 0.0% |
| Q1 2022 | 522 | $248.0B | 2,001,697,500 | 53 | 199 | 129 | 0.0% |
| Q4 2021 | 525 | $265.8B | 1,983,971,002 | 43 | 217 | 89 | 0.0% |
| Q3 2021 | 483 | $262.2B | 1,960,844,424 | 40 | 176 | 112 | 0.0% |
| Q2 2021 | 463 | $268.1B | 1,964,583,708 | 47 | 169 | 110 | 0.0% |
| Q1 2021 | 438 | $237.7B | 1,851,387,138 | 46 | 157 | 117 | 0.0% |
| Q4 2020 | 415 | $215.4B | 1,767,690,216 | 48 | 137 | 116 | 0.0% |
| Q3 2020 | 366 | $189.4B | 1,799,083,076 | 43 | 94 | 131 | 0.0% |
| Q2 2020 | 359 | $173.7B | 1,797,841,672 | 46 | 93 | 154 | 0.0% |
| Q1 2020 | 358 | $148.3B | 1,895,450,520 | 40 | 124 | 129 | 0.0% |
| Q4 2019 | 389 | $181.3B | 1,632,090,018 | 30 | 129 | 119 | 0.0% |
| Q3 2019 | 349 | $163.0B | 1,599,227,207 | 31 | 106 | 124 | 0.0% |
| Q2 2019 | 355 | $162.3B | 1,541,976,786 | 33 | 128 | 95 | 0.0% |
| Q1 2019 | 357 | $154.5B | 1,483,212,091 | 40 | 111 | 108 | 0.0% |
| Q4 2018 | 336 | $7.3B | 76,834,741 | 1 | 5 | 5 | 0.0% |