DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INDEX FDS (VTV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
2,820
Reporting holders
$129.7B
Reported value
0.0%
Calls
0.0%
Puts
+95
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $29.3B | 134,456,813 | 1.89% | 31q | +2.1%+$605.8M |
| JONES FINANCIAL COMPANIES LLLP | $9.7B | 44,576,925 | 3.90% | 31q | -13.1%-$1.5B |
| MORGAN STANLEY | $7.7B | 35,380,683 | 0.41% | 35q | +5.2%+$378.1M |
| ENVESTNET ASSET MANAGEMENT INC | $5.0B | 23,134,608 | 1.19% | 31q | +2.4%+$118.4M |
| UBS Group AG | $3.0B | 13,657,773 | 0.38% | 31q | +1.1%+$33.7M |
| LPL Financial LLC | $2.5B | 11,459,495 | 0.56% | 31q | +2.5%+$60.9M |
| AMERIPRISE FINANCIAL INC | $2.5B | 11,382,858 | 0.50% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $2.0B | 9,022,251 | 0.53% | 7q | +3.3%+$62.3M |
| EP Wealth Advisors, LLC | $2.0B | 8,979,182 | 7.48% | 28q | +6.7%+$122.1M |
| WELLS FARGO & COMPANY/MN | $1.9B | 8,715,764 | 0.31% | 31q | +2.6%+$48.6M |
| Cetera Investment Advisers | $1.7B | 7,986,168 | 1.59% | 31q | +3.2%+$53.6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.5B | 6,864,026 | 5.15% | 2q | +2.9%+$42.7M |
| CAPTRUST FINANCIAL ADVISORS | $1.5B | 6,787,174 | 2.26% | 31q | +1.9%+$27.2M |
| ROYAL BANK OF CANADA | $1.3B | 5,958,171 | 0.19% | 31q | +2.5%+$31.1M |
| D.A. DAVIDSON & CO. | $1.2B | 5,687,753 | 6.85% | 31q | +1.4%+$16.7M |
| Pathstone Holdings, LLC | $1.1B | 5,221,598 | 3.31% | 11q | +10832.1%+$1.1B |
| MATHER GROUP, LLC. | $1.1B | 5,054,784 | 9.61% | 31q | +337.3%+$849.7M |
| Mariner, LLC | $1.1B | 4,957,163 | 1.13% | 31q | -2.0%-$22.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.0B | 4,787,110 | 0.56% | 31q | +5.4%+$53.8M |
| Betterment LLC | $1.0B | 4,758,077 | 1.75% | 31q | -2.2%-$23.2M |
| FMR LLC | $985.0M | 4,519,995 | 0.04% | 31q | -0.5%-$5.4M |
| Focus Partners Wealth | $928.8M | 4,261,836 | 0.95% | 11q | HELD |
| PNC Financial Services Group, Inc. | $911.1M | 4,180,724 | 0.45% | 31q | -1.6%-$14.6M |
| JPMORGAN CHASE & CO | $910.3M | 4,163,597 | 0.05% | 31q | +5.4%+$46.7M |
| SEI INVESTMENTS CO | $852.7M | 3,912,536 | 0.75% | 31q | +1.9%+$16.1M |
| HighTower Advisors, LLC | $798.2M | 3,662,549 | 0.77% | 22q | +4.0%+$30.8M |
| Caisse de depot et placement du Quebec | $765.2M | 3,511,326 | 1.09% | 3q | +35.8%+$201.6M |
| RWA WEALTH PARTNERS, LLC | $762.7M | 3,499,691 | 7.30% | 31q | +2.0%+$15.1M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $750.2M | 3,442,447 | 5.55% | 31q | +2.1%+$15.5M |
| CITIGROUP INC | $695.9M | 3,193,415 | 0.23% | 31q | +37.1%+$188.4M |
| GOLDMAN SACHS GROUP INC | $682.8M | 3,132,906 | 0.06% | 31q | +9.4%+$58.9M |
| MISSION WEALTH MANAGEMENT, LP | $678.1M | 3,111,513 | 8.29% | 31q | +29.5%+$154.4M |
| Bank of New York Mellon Corp | $674.7M | 3,095,793 | 0.11% | 31q | +0.7%+$4.6M |
| Balentine LLC | $629.7M | 2,889,469 | 22.38% | 20q | +1.5%+$9.4M |
| OSAIC HOLDINGS, INC. | $622.1M | 2,853,732 | 0.73% | 26q | +11.3%+$63.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $593.4M | 2,722,879 | 0.75% | 31q | +3.3%+$18.7M |
| CBIZ Investment Advisory Services, LLC | $530.1M | 2,701,704 | 19.38% | 15q | HELD |
| TRUIST FINANCIAL CORP | $508.4M | 2,333,072 | 0.61% | 31q | -3.0%-$15.9M |
| CHOREO, LLC | $485.7M | 2,228,830 | 5.33% | 50q | +2.4%+$11.3M |
| Cambridge Investment Research Advisors, Inc. | $454.9M | 2,087,494 | 0.52% | 31q | +102.9%+$230.7M |
| ASSETMARK, INC | $434.4M | 1,993,299 | 0.75% | 31q | +41.6%+$127.6M |
| Cerity Partners LLC | $429.5M | 1,970,185 | 0.52% | 31q | +21.4%+$75.6M |
| Waldron Private Wealth LLC | $400.8M | 1,839,020 | 13.88% | 31q | +2.7%+$10.5M |
| Modera Wealth Management, LLC | $398.9M | 1,830,633 | 4.26% | 31q | +3.5%+$13.6M |
| STIFEL FINANCIAL CORP | $396.4M | 1,818,811 | 0.33% | 31q | +7.5%+$27.8M |
| Facet Wealth, Inc. | $374.4M | 1,717,827 | 5.36% | 23q | +7.9%+$27.5M |
| Bell Bank | $346.3M | 1,588,925 | 13.21% | 6q | -2.3%-$8.0M |
| Beacon Pointe Advisors, LLC | $328.7M | 1,508,278 | 1.53% | 31q | +14.5%+$41.7M |
| Baird Financial Group, Inc. | $327.7M | 1,503,856 | 0.45% | 31q | HELD |
| Rockefeller Capital Management L.P. | $323.2M | 1,483,132 | 0.50% | 31q | +2.0%+$6.2M |
| LINCOLN NATIONAL CORP | $319.4M | 1,465,806 | 8.18% | 7q | +4.8%+$14.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $316.7M | 1,446,927 | 0.53% | 22q | HELD |
| Retirement Investment Advisors, Inc. | $312.0M | 1,422,244 | 22.24% | 14q | +3.4%+$10.2M |
| MML INVESTORS SERVICES, LLC | $309.7M | 1,420,885 | 0.63% | 31q | +21.1%+$54.0M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $308.4M | 1,414,717 | 1.70% | 31q | -1.3%-$4.2M |
| Sanctuary Advisors, LLC | $283.5M | 1,300,791 | 1.31% | 9q | +5.1%+$13.7M |
| Savant Capital, LLC | $283.3M | 1,335,326 | 0.83% | 31q | +195.1%+$187.3M |
| BLAIR WILLIAM & CO/IL | $268.6M | 1,232,497 | 0.70% | 31q | +5.7%+$14.5M |
| CIBC Bancorp USA Inc. | $252.7M | 1,158,627 | 0.31% | 2q | +7.3%+$17.2M |
| Brookstone Capital Management | $247.3M | 1,134,611 | 2.48% | 31q | +6.1%+$14.2M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $247.2M | 1,134,483 | 3.10% | 30q | -36.7%-$143.4M |
| Garde Capital, Inc. | $238.4M | 1,093,987 | 10.68% | 31q | +1.3%+$3.2M |
| NewEdge Advisors, LLC | $228.0M | 1,046,231 | 0.68% | 31q | -8.4%-$20.8M |
| Kestra Advisory Services, LLC | $224.7M | 1,030,956 | 0.72% | 24q | +6.7%+$14.1M |
| Merit Financial Group, LLC | $222.1M | 1,019,302 | 1.36% | 31q | +2.2%+$4.7M |
| ALLIANCEBERNSTEIN L.P. | $219.6M | 1,119,341 | 0.07% | 31q | -5.8%-$13.5M |
| SCS Capital Management LLC | $216.4M | 992,941 | 2.04% | 31q | -2.1%-$4.7M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $213.9M | 981,676 | 12.09% | 27q | HELD |
| Members Trust Co | $205.7M | 943,694 | 6.40% | 25q | -3.4%-$7.2M |
| Creative Planning | $203.8M | 935,349 | 0.12% | 31q | +3.6%+$7.1M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $198.2M | 909,566 | 1.48% | 17q | HELD |
| Everhart Financial Group, Inc. | $195.3M | 896,315 | 12.50% | 23q | +5.1%+$9.5M |
| Systematic Alpha Investments, LLC | $195.0M | 894,868 | 5.24% | 23q | HELD |
| RMG Wealth Management LLC | $192.6M | 850,915 | 19.86% | 5q | +6.4%+$11.6M |
| Gotham Asset Management, LLC | $190.8M | 875,457 | 0.44% | 13q | +2.0%+$3.8M |
| Thrive Wealth Management, LLC | $189.4M | 869,143 | 24.06% | 19q | +0.9%+$1.6M |
| Equitable Holdings, Inc. | $184.3M | 845,551 | 1.10% | 27q | -26.2%-$65.5M |
| 71 West Capital Partners | $183.8M | 843,239 | 6.35% | 3q | HELD |
| Sequoia Financial Advisors, LLC | $177.7M | 815,425 | 0.89% | 19q | +4.4%+$7.4M |
| Unison Advisors LLC | $176.5M | 810,094 | 12.31% | 31q | +1.3%+$2.3M |
| Corient Private Wealth LP | $173.7M | 797,039 | 0.24% | 15q | -18.1%-$38.3M |
| Saudi Central Bank | $164.9M | 756,686 | 2.16% | 5q | HELD |
| VISTA CAPITAL PARTNERS, INC. | $164.1M | 753,032 | 14.35% | 31q | -1.3%-$2.2M |
| WOODMONT INVESTMENT COUNSEL LLC | $164.0M | 752,493 | 8.95% | 31q | +1.9%+$3.1M |
| BlackRock, Inc. | $159.1M | 730,222 | 0.00% | 8q | -30.7%-$70.4M |
| Permanens Capital L.P. | $158.8M | 728,513 | 16.33% | 31q | +21.6%+$28.2M |
| Strategies Wealth Advisors, LLC | $158.4M | 726,738 | 14.17% | 18q | -2.1%-$3.4M |
| Focused Wealth Management, Inc | $156.8M | 719,710 | 13.64% | 31q | +3.3%+$5.0M |
| MAI Capital Management | $156.7M | 719,031 | 0.59% | 31q | +143.2%+$92.3M |
| Clearstead Advisors, LLC | $156.6M | 718,373 | 1.48% | 20q | -4.3%-$7.1M |
| Private Advisor Group, LLC | $151.8M | 696,736 | 0.70% | 31q | -35.7%-$84.4M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $151.8M | 696,729 | 5.36% | 31q | +8.8%+$12.3M |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $150.8M | 691,901 | 11.44% | 21q | -1.2%-$1.8M |
| SIMON QUICK ADVISORS, LLC | $150.7M | 691,556 | 6.09% | 31q | +4.4%+$6.4M |
| BANK OF MONTREAL /CAN/ | $149.8M | 687,594 | 0.05% | 31q | +259.0%+$108.1M |
| Farther Finance Advisors, LLC | $149.7M | 686,893 | 1.17% | 15q | +23.0%+$28.0M |
| Prime Capital Investment Advisors, LLC | $144.1M | 661,224 | 1.40% | 19q | -2.3%-$3.4M |
| US BANCORP \DE\ | $143.9M | 660,491 | 0.16% | 31q | +2.5%+$3.6M |
| RMR Wealth Builders | $143.2M | 656,979 | 8.89% | 24q | +14.5%+$18.1M |
| Janney Montgomery Scott LLC | $143.1M | 656,703 | 0.28% | 31q | +90.2%+$67.9M |
Showing the largest 100 of 2,823 reported holders. The count of 2,820 above leaves out 3 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 2,820 managers that file Form 13F reported holding Vanguard Index Fds (VTV), $129.7B in all. 226 managers opened a position and 131 sold out completely, against 2,725 holders the quarter before. Largest holders: Bank Of America Corp /De/, Jones Financial Companies Lllp and Morgan Stanley. Largest new positions: Marshall Wace, Llp ($61.2M), J.W. Cole Advisors, Inc. ($53.5M) and Diesslin Group, Inc. ($42.9M).
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 | 1,336 | $18.1B | 83,613,465 | 46 | 476 | 391 | 0.0% |
| Q2 2026 | 2,820 | $129.7B | 595,109,581 | 174 | 1,036 | 794 | 0.1% |
| Q1 2026 | 2,725 | $114.5B | 584,601,709 | 142 | 1,039 | 825 | 0.0% |
| Q4 2025 | 2,680 | $122.2B | 592,306,112 | 136 | 1,032 | 675 | 0.0% |
| Q3 2025 | 2,461 | $104.5B | 560,304,541 | 145 | 941 | 718 | 0.0% |
| Q2 2025 | 2,417 | $97.1B | 549,014,686 | 118 | 913 | 751 | 0.0% |
| Q1 2025 | 2,380 | $93.4B | 541,398,278 | 121 | 993 | 712 | 0.0% |
| Q4 2024 | 2,374 | $431.8B | 2,550,353,660 | 123 | 872 | 624 | 0.0% |
| Q3 2024 | 2,149 | $451.0B | 2,583,635,515 | 130 | 850 | 647 | 0.0% |
| Q2 2024 | 2,074 | $446.3B | 2,784,248,070 | 101 | 773 | 660 | 0.0% |
| Q1 2024 | 2,070 | $90.7B | 557,956,339 | 132 | 744 | 754 | 0.1% |
| Q4 2023 | 2,047 | $78.9B | 528,610,883 | 116 | 706 | 664 | 0.1% |
| Q3 2023 | 1,845 | $67.9B | 492,697,986 | 99 | 689 | 600 | 0.0% |
| Q2 2023 | 1,832 | $67.9B | 478,779,507 | 92 | 659 | 675 | 0.1% |
| Q1 2023 | 1,803 | $69.0B | 502,059,791 | 92 | 698 | 587 | 0.1% |
| Q4 2022 | 1,829 | $70.6B | 504,308,524 | 148 | 700 | 541 | 0.1% |
| Q3 2022 | 1,630 | $1.5T | 11,771,479,742 | 83 | 687 | 482 | 0.0% |
| Q2 2022 | 1,654 | $1.6T | 11,955,239,659 | 99 | 768 | 426 | 0.0% |
| Q1 2022 | 1,646 | $1.2T | 8,278,448,799 | 144 | 759 | 410 | 0.0% |
| Q4 2021 | 1,582 | $651.2B | 4,427,436,165 | 117 | 621 | 318 | 0.0% |
| Q3 2021 | 1,340 | $516.6B | 3,815,712,284 | 70 | 580 | 349 | 0.0% |
| Q2 2021 | 1,355 | $489.7B | 3,561,556,126 | 100 | 609 | 330 | 0.0% |
| Q1 2021 | 1,302 | $408.4B | 3,106,195,765 | 121 | 587 | 306 | 0.0% |
| Q4 2020 | 1,227 | $366.3B | 3,078,411,191 | 125 | 463 | 292 | 0.0% |
| Q3 2020 | 1,038 | $279.4B | 2,673,853,472 | 69 | 392 | 343 | 0.0% |
| Q2 2020 | 1,013 | $212.8B | 2,139,102,764 | 80 | 373 | 371 | 0.0% |
| Q1 2020 | 1,003 | $169.0B | 1,899,225,426 | 74 | 390 | 362 | 0.0% |
| Q4 2019 | 1,099 | $219.5B | 1,831,138,135 | 90 | 403 | 252 | 0.0% |
| Q3 2019 | 937 | $149.4B | 1,338,830,159 | 67 | 349 | 273 | 0.0% |
| Q2 2019 | 903 | $179.1B | 1,612,396,224 | 81 | 331 | 266 | 0.0% |
| Q1 2019 | 872 | $175.4B | 1,627,517,723 | 73 | 306 | 285 | 0.0% |
| Q4 2018 | 847 | $141.2B | 1,442,278,845 | 11 | 22 | 10 | 0.0% |