DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INDEX FDS (VTI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
3,709
Reporting holders
$199.1B
Reported value
0.3%
Calls
0.2%
Puts
+114
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 |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | $18.2B | 49,708,819 | 52.68% | 25q | -47.7%-$16.6B |
| Vanguard Global Advisers, LLC | $14.4B | 38,839,412 | 6.70% | 2q | +5.2%+$711.9M |
| VANGUARD ADVISERS INC | $10.9B | 29,389,176 | 37.00% | 2q | +3.2%+$332.5M |
| Betterment LLC | $8.9B | 23,945,511 | 14.99% | 31q | -2.4%-$215.1M |
| Wealthfront Advisers LLC | $6.8B | 18,297,773 | 13.01% | 31q | +1.8%+$121.5M |
| MORGAN STANLEY | $5.5B | 14,876,622 | 0.29% | 35q | +3.7%+$198.1M |
| BANK OF AMERICA CORP /DE/ | $5.4B | 14,540,049 | 0.35% | 31q | +1.8%+$93.5M |
| WealthNavi Inc. | $4.7B | 12,831,750 | 37.20% | 30q | -0.8%-$38.2M |
| LPL Financial LLC | $3.8B | 10,308,028 | 0.86% | 31q | HELD |
| NORTHERN TRUST CORP | $3.6B | 9,674,144 | 0.42% | 31q | HELD |
| HB Wealth Management, LLC | $3.1B | 8,759,071 | 17.32% | 19q | HELD |
| Allworth Financial LP | $2.5B | 6,883,739 | 10.81% | 31q | -19.1%-$599.7M |
| ENVESTNET ASSET MANAGEMENT INC | $2.3B | 6,136,001 | 0.54% | 31q | +1.7%+$38.8M |
| Creative Planning | $2.2B | 6,075,603 | 1.31% | 31q | -0.7%-$16.7M |
| WELLS FARGO & COMPANY/MN | $2.1B | 5,635,464 | 0.34% | 31q | -1.7%-$36.2M |
| Narodna banka Slovenska | $2.1B | 5,605,604 | 59.26% | 2q | -0.9%-$18.0M |
| Ballentine Partners, LLC | $2.0B | 5,455,709 | 24.67% | 31q | -1.6%-$31.9M |
| Forvis Mazars Wealth Advisors, LLC | $1.9B | 5,063,337 | 31.29% | 31q | +1.3%+$23.8M |
| Savant Capital, LLC | $1.9B | 5,369,114 | 5.46% | 31q | +106.7%+$960.0M |
| JPMORGAN CHASE & CO | $1.7B | 4,496,972 | 0.09% | 31q | -4.4%-$76.3M |
| UBS Group AG | $1.6B incl. $1.1M options CALL | 4,455,900 | 0.21% | 31q | +0.6%+$9.7M |
| Cambridge Investment Research Advisors, Inc. | $1.6B | 4,343,485 | 1.83% | 31q | +103.7%+$818.4M |
| Sequoia Financial Advisors, LLC | $1.4B | 3,831,169 | 7.06% | 31q | +1.1%+$16.1M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $1.4B | 3,663,005 | 5.73% | 15q | HELD |
| Cetera Investment Advisers | $1.3B | 3,511,558 | 1.18% | 31q | +4.4%+$54.4M |
| RAYMOND JAMES FINANCIAL INC | $1.2B | 3,108,544 | 0.31% | 7q | +5.3%+$57.6M |
| GOLDMAN SACHS GROUP INC | $1.1B | 2,959,929 | 0.10% | 31q | +1.9%+$20.6M |
| ROYAL BANK OF CANADA | $1.1B | 2,954,760 | 0.16% | 31q | +1.1%+$12.1M |
| OSAIC HOLDINGS, INC. | $1.1B | 2,839,392 | 1.24% | 26q | +8.2%+$79.9M |
| Focus Partners Wealth | $1.0B | 2,708,987 | 1.03% | 11q | -1.3%-$13.7M |
| National Mutual Insurance Federation of Agricultural Cooperatives | $994.2M | 2,686,800 | 6.50% | 28q | HELD |
| SCS Capital Management LLC | $950.4M | 2,568,469 | 8.98% | 31q | -1.3%-$12.9M |
| Facet Wealth, Inc. | $905.3M | 2,446,454 | 12.97% | 23q | +9.6%+$79.6M |
| PNC Financial Services Group, Inc. | $857.0M | 2,316,100 | 0.42% | 31q | -0.9%-$7.8M |
| HighTower Advisors, LLC | $832.8M | 2,250,580 | 0.80% | 22q | +0.6%+$4.7M |
| Cerity Partners LLC | $828.0M | 2,416,651 | 1.00% | 31q | +21.8%+$148.2M |
| BROWN ADVISORY INC | $798.5M | 2,157,852 | 1.24% | 31q | -2.3%-$19.0M |
| SBI Okasan Asset Management Co.Ltd. | $779.6M | 2,123,450 | 25.63% | 3q | -20.2%-$197.5M |
| US BANCORP \DE\ | $752.1M | 2,032,602 | 0.82% | 31q | -3.9%-$30.5M |
| AMERIPRISE FINANCIAL INC | $735.4M | 1,988,356 | 0.15% | 31q | +3.7%+$26.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $710.6M | 1,920,318 | 0.89% | 31q | -2.5%-$18.0M |
| Corient Private Wealth LP | $693.7M | 1,874,723 | 0.96% | 15q | -3.6%-$25.8M |
| Mariner, LLC | $674.3M | 1,822,272 | 0.71% | 31q | -1.7%-$12.0M |
| State of New Jersey Common Pension Fund D | $666.1M | 1,800,000 | 2.27% | new | NEW |
| Bank of New York Mellon Corp | $658.0M | 1,778,086 | 0.11% | 31q | +2.5%+$15.9M |
| Summit Financial, LLC | $648.5M | 1,752,517 | 7.11% | 31q | +1.2%+$7.7M |
| RITHOLTZ WEALTH MANAGEMENT | $625.2M | 1,689,593 | 9.33% | 31q | +7.3%+$42.6M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $621.3M | 1,678,930 | 8.97% | 31q | -2.1%-$13.5M |
| FMR LLC | $592.8M | 1,601,947 | 0.03% | 31q | +7.8%+$42.9M |
| MERCER GLOBAL ADVISORS INC /ADV | $569.5M incl. $3.2K options PUT | 1,539,100 | 0.70% | 30q | -25.7%-$196.6M |
| AQR CAPITAL MANAGEMENT LLC | $565.3M | 1,527,733 | 0.20% | 13q | +9.8%+$50.6M |
| Elm Partners Management LLC | $564.3M | 1,524,998 | 16.80% | 31q | +58.8%+$209.0M |
| State of Tennessee, Department of Treasury | $560.5M | 1,514,680 | 1.67% | 31q | -7.6%-$46.3M |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $543.1M | 1,467,704 | 31.49% | 30q | HELD |
| Foster Group, Inc. | $523.3M | 1,414,063 | 13.91% | 23q | +1.3%+$6.7M |
| Empower Advisory Group, LLC | $510.0M | 1,378,311 | 1.22% | 14q | +5.9%+$28.5M |
| Vanguard National Trust Co | $500.6M | 1,352,828 | 27.28% | 2q | +3.0%+$14.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $492.2M incl. $490.2M options CALL+PUT | 5,522 | 0.04% | 31q | -94.9%-$9.1B |
| ASSETMARK, INC | $481.8M | 1,301,970 | 0.83% | 31q | +25.9%+$99.1M |
| Wealthspire Advisors, LLC | $480.8M | 1,299,198 | 2.65% | 31q | +34.9%+$124.4M |
| Moss Adams Wealth Advisors LLC | $480.1M | 1,297,507 | 30.00% | 15q | +3.0%+$13.9M |
| Plancorp, LLC | $441.8M | 1,194,717 | 10.78% | 31q | +6.7%+$27.7M |
| BlackRock, Inc. | $440.7M | 1,190,852 | 0.01% | 8q | +10.0%+$39.9M |
| MAI Capital Management | $438.0M | 1,183,594 | 1.65% | 31q | +129.7%+$247.3M |
| Private Advisor Group, LLC | $427.5M | 1,155,248 | 1.96% | 31q | -1.7%-$7.5M |
| Quantinno Capital Management LP | $426.5M | 1,152,531 | 0.51% | 16q | +28.0%+$93.4M |
| Rockefeller Capital Management L.P. | $425.7M | 1,150,345 | 0.65% | 31q | +4.3%+$17.5M |
| Truepoint, Inc. | $424.7M | 1,147,607 | 8.86% | 31q | -2.6%-$11.3M |
| VISTA CAPITAL PARTNERS, INC. | $421.9M | 1,140,030 | 36.89% | 31q | +2.0%+$8.2M |
| West Virginia University Foundation, Inc | $412.3M | 1,114,202 | 33.68% | 7q | -45.0%-$337.4M |
| JONES FINANCIAL COMPANIES LLLP | $404.9M | 1,116,824 | 0.16% | 31q | +44.4%+$124.5M |
| Sageworth Trust Co | $403.1M | 1,089,282 | 15.88% | 31q | -3.2%-$13.2M |
| Prime Capital Investment Advisors, LLC | $393.7M | 1,064,003 | 3.82% | 21q | -1.8%-$7.3M |
| Symetra Investment Management Co | $391.1M | 1,056,900 | 34.18% | 22q | -14.3%-$65.2M |
| Norinchukin Bank, The | $386.7M | 1,045,000 | 3.76% | 4q | +22.9%+$72.0M |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $383.6M | 1,036,575 | 36.40% | 31q | -4.5%-$18.1M |
| IEQ CAPITAL, LLC | $382.3M | 1,033,118 | 1.76% | 27q | -15.2%-$68.4M |
| Atomic Invest LLC | $370.8M | 1,010,063 | 32.58% | 3q | +456.4%+$304.2M |
| Beacon Pointe Advisors, LLC | $366.2M | 989,592 | 1.70% | 31q | -3.6%-$13.6M |
| Capstone Financial Advisors, Inc. | $365.9M | 988,799 | 17.82% | 31q | +2.0%+$7.2M |
| BANK OF MONTREAL /CAN/ | $362.9M | 980,579 | 0.12% | 31q | +1.1%+$4.1M |
| Baird Financial Group, Inc. | $353.2M | 954,429 | 0.49% | 31q | +5.6%+$18.7M |
| Pathstone Holdings, LLC | $343.9M | 929,387 | 1.00% | 11q | +11.6%+$35.7M |
| Cresset Asset Management, LLC | $337.9M incl. $2.3M options PUT | 907,143 | 1.22% | 31q | +5.4%+$17.3M |
| Caprock Group, LLC | $328.1M | 886,893 | 6.29% | 30q | HELD |
| Gibson Capital, LLC | $312.5M | 844,461 | 51.27% | 31q | -0.8%-$2.6M |
| CAPTRUST FINANCIAL ADVISORS | $303.9M | 821,182 | 0.46% | 31q | +2.7%+$8.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $303.4M | 820,003 | 0.16% | 31q | HELD |
| LINCOLN NATIONAL CORP | $302.7M | 817,971 | 7.75% | 31q | -1.0%-$3.2M |
| Vestmark Advisory Solutions, Inc. | $298.3M | 806,052 | 2.80% | 17q | HELD |
| TRUIST FINANCIAL CORP | $297.3M | 803,352 | 0.36% | 31q | -0.9%-$2.8M |
| First Business Financial Services, Inc. | $294.1M | 794,853 | 22.81% | 31q | HELD |
| CITADEL ADVISORS LLC | $291.7M CALL+PUT | options only | 0.03% | 31q | OPTIONS |
| Laird Norton Wetherby Trust Company, LLC | $290.7M | 785,489 | 5.58% | 23q | HELD |
| Verus Financial Partners, Inc. | $290.2M | 784,245 | 24.83% | 31q | +1.3%+$3.8M |
| Hardy Reed LLC | $289.4M | 782,023 | 18.58% | 31q | +1.5%+$4.2M |
| Cabot-Wellington, LLC | $285.4M | 771,402 | 75.21% | 31q | -1.0%-$2.9M |
| OXFORD FINANCIAL GROUP, LTD. LLC | $282.2M | 762,716 | 14.30% | 31q | -1.5%-$4.3M |
| N.E.W. Advisory Services LLC | $280.7M | 758,657 | 18.78% | 26q | HELD |
| Kestra Advisory Services, LLC | $279.7M | 755,897 | 0.90% | 24q | +2.1%+$5.8M |
Showing the largest 100 of 3,713 reported holders. The count of 3,709 above leaves out 4 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 3,709 managers that file Form 13F reported holding Vanguard Index Fds (VTI), $199.1B in all. 240 managers opened a position and 126 sold out completely, against 3,595 holders the quarter before. Largest holders: Rakuten Investment Management, Inc., Vanguard Global Advisers, Llc and Vanguard Advisers Inc. Largest new positions: State Of New Jersey Common Pension Fund D ($666.1M), Swf Llc ($69.9M) and J.W. Cole Advisors, Inc. ($52.7M).
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 | 1,791 | $37.5B | 100,631,009 | 52 | 636 | 535 | 0.0% |
| Q2 2026 | 3,709 | $199.1B | 537,571,406 | 182 | 1,325 | 1,145 | 0.5% |
| Q1 2026 | 3,595 | $184.1B | 570,027,337 | 112 | 1,372 | 1,120 | 0.4% |
| Q4 2025 | 3,595 | $178.3B | 518,662,459 | 119 | 1,230 | 1,057 | 0.4% |
| Q3 2025 | 3,263 | $166.2B | 505,265,649 | 135 | 1,101 | 1,034 | 0.4% |
| Q2 2025 | 3,232 | $137.1B | 447,284,799 | 163 | 1,206 | 1,016 | 0.8% |
| Q1 2025 | 3,171 | $132.6B | 482,129,731 | 115 | 1,186 | 1,082 | 0.4% |
| Q4 2024 | 3,185 | $127.6B | 437,905,344 | 126 | 1,101 | 916 | 0.5% |
| Q3 2024 | 2,858 | $135.7B | 478,219,400 | 131 | 992 | 923 | 0.5% |
| Q2 2024 | 2,784 | $129.2B | 487,865,230 | 118 | 1,014 | 843 | 0.2% |
| Q1 2024 | 2,742 | $129.3B | 498,749,898 | 135 | 1,006 | 906 | 0.2% |
| Q4 2023 | 2,685 | $115.3B | 489,147,767 | 128 | 917 | 779 | 0.4% |
| Q3 2023 | 2,410 | $96.3B | 451,325,531 | 106 | 861 | 763 | 0.4% |
| Q2 2023 | 2,387 | $97.3B | 440,805,348 | 112 | 801 | 838 | 0.8% |
| Q1 2023 | 2,336 | $86.3B | 424,263,615 | 121 | 746 | 840 | 0.4% |
| Q4 2022 | 2,308 | $95.8B | 499,903,272 | 117 | 785 | 766 | 0.5% |
| Q3 2022 | 2,133 | $5.8T | 32,097,109,993 | 81 | 797 | 681 | 0.0% |
| Q2 2022 | 2,158 | $5.6T | 29,681,221,161 | 89 | 819 | 731 | 0.0% |
| Q1 2022 | 2,223 | $7.1T | 30,681,307,125 | 89 | 831 | 762 | 0.0% |
| Q4 2021 | 2,234 | $5.3T | 21,661,663,369 | 124 | 774 | 558 | 0.0% |
| Q3 2021 | 1,903 | $4.2T | 18,833,154,344 | 87 | 720 | 558 | 0.1% |
| Q2 2021 | 1,867 | $3.7T | 16,645,455,994 | 106 | 737 | 548 | 0.1% |
| Q1 2021 | 1,819 | $3.0T | 14,395,401,608 | 92 | 702 | 600 | 0.1% |
| Q4 2020 | 1,779 | $2.4T | 12,385,116,588 | 104 | 597 | 530 | 0.1% |
| Q3 2020 | 1,561 | $1.9T | 11,140,090,749 | 65 | 450 | 636 | 0.1% |
| Q2 2020 | 1,548 | $1.5T | 9,878,507,805 | 114 | 462 | 629 | 0.1% |
| Q1 2020 | 1,498 | $1.2T | 8,862,689,827 | 89 | 576 | 575 | 0.1% |
| Q4 2019 | 1,558 | $1.2T | 7,382,685,198 | 93 | 515 | 420 | 0.0% |
| Q3 2019 | 1,313 | $160.8B | 1,063,720,935 | 57 | 457 | 418 | 0.1% |
| Q2 2019 | 1,304 | $451.6B | 3,008,650,636 | 71 | 442 | 416 | 0.0% |
| Q1 2019 | 1,280 | $428.4B | 2,960,495,371 | 86 | 443 | 432 | 0.0% |
| Q4 2018 | 1,239 | $376.5B | 2,948,411,531 | 9 | 21 | 18 | 0.0% |