DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INDEX FDS (VUG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
2,911
Reporting holders
$143.9B
Reported value
0.1%
Calls
0.1%
Puts
+160
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/ | $28.8B | 334,520,544 | 1.86% | 31q | +2.0%+$570.9M |
| JONES FINANCIAL COMPANIES LLLP | $18.1B | 219,112,994 | 7.26% | 31q | -6.9%-$1.3B |
| MORGAN STANLEY | $7.7B | 89,529,557 | 0.41% | 35q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $5.0B | 58,557,269 | 1.19% | 31q | +12.2%+$549.5M |
| Financial Engines Advisors L.L.C. | $3.3B | 38,876,521 | 5.95% | 31q | HELD |
| UBS Group AG | $3.1B | 36,061,562 | 0.40% | 31q | -1.0%-$30.2M |
| LPL Financial LLC | $2.9B | 33,367,717 | 0.65% | 31q | +3.1%+$85.5M |
| WELLS FARGO & COMPANY/MN | $2.3B | 26,191,295 | 0.37% | 31q | -1.4%-$32.0M |
| AMERIPRISE FINANCIAL INC | $2.0B | 23,707,792 | 0.41% | 31q | -1.8%-$37.1M |
| EP Wealth Advisors, LLC | $2.0B | 23,330,170 | 7.68% | 28q | +6.5%+$122.5M |
| RAYMOND JAMES FINANCIAL INC | $1.9B incl. $48.0K options PUT | 21,880,400 | 0.51% | 7q | +2.0%+$37.0M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.8B | 20,430,648 | 6.06% | 2q | -1.1%-$19.1M |
| Pathstone Holdings, LLC | $1.4B | 15,758,373 | 3.95% | 11q | +1603.0%+$1.3B |
| FMR LLC | $1.3B | 15,218,429 | 0.06% | 31q | -1.7%-$22.2M |
| MATHER GROUP, LLC. | $1.3B | 15,202,294 | 11.42% | 31q | +417.7%+$1.1B |
| ALLIANCEBERNSTEIN L.P. | $1.3B | 2,891,669 | 0.42% | 31q | +89.8%+$597.5M |
| Cetera Investment Advisers | $1.3B | 14,652,011 | 1.15% | 31q | +6.2%+$74.1M |
| ROYAL BANK OF CANADA | $1.2B | 13,743,482 | 0.18% | 31q | +1.8%+$21.5M |
| PNC Financial Services Group, Inc. | $1.2B | 13,625,687 | 0.58% | 31q | -0.7%-$7.8M |
| RWA WEALTH PARTNERS, LLC | $1.2B | 13,463,288 | 11.11% | 31q | +2.1%+$23.6M |
| JPMORGAN CHASE & CO | $992.1M | 11,692,264 | 0.05% | 31q | HELD |
| Mariner, LLC | $962.3M | 11,171,893 | 1.01% | 31q | -1.9%-$18.7M |
| D.A. DAVIDSON & CO. | $941.3M | 10,927,884 | 5.20% | 31q | +0.6%+$5.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $937.9M | 10,888,180 | 0.50% | 31q | +2.2%+$20.0M |
| Bank of New York Mellon Corp | $916.1M | 10,634,944 | 0.15% | 31q | -2.2%-$20.5M |
| HighTower Advisors, LLC | $829.3M | 9,627,196 | 0.80% | 22q | +1.0%+$7.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $787.9M | 9,146,871 | 0.99% | 31q | -3.8%-$31.4M |
| SEI INVESTMENTS CO | $773.3M | 8,977,301 | 0.68% | 31q | +1.6%+$12.5M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $744.2M | 8,638,955 | 5.51% | 31q | -83.0%-$3.6B |
| CAPTRUST FINANCIAL ADVISORS | $733.6M | 8,516,080 | 1.12% | 31q | +7.3%+$49.7M |
| OSAIC HOLDINGS, INC. | $685.7M | 7,959,331 | 0.81% | 26q | +8.2%+$52.0M |
| Modera Wealth Management, LLC | $662.4M | 7,690,071 | 7.07% | 23q | +3.2%+$20.8M |
| Performance Wealth Partners, LLC | $656.5M | 7,621,304 | 16.30% | 19q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $649.2M | 7,536,277 | 7.94% | 31q | +27.3%+$139.2M |
| Cambridge Investment Research Advisors, Inc. | $638.2M | 7,409,216 | 0.73% | 21q | +129.3%+$359.9M |
| CITIGROUP INC | $624.5M | 7,250,283 | 0.21% | 31q | +25.4%+$126.5M |
| GOLDMAN SACHS GROUP INC | $611.7M | 7,101,778 | 0.05% | 31q | -1.7%-$10.7M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $584.9M | 6,789,918 | 4.38% | 16q | -1.9%-$11.5M |
| Corient Private Wealth LP | $578.3M | 6,713,568 | 0.80% | 15q | -21.0%-$154.2M |
| TRUIST FINANCIAL CORP | $545.3M | 6,330,358 | 0.65% | 31q | +1.7%+$9.2M |
| CHOREO, LLC | $538.3M | 6,247,469 | 5.91% | 50q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $478.4M | 5,553,529 | 8.61% | 31q | -6.5%-$33.0M |
| Cerity Partners LLC | $453.3M | 5,261,607 | 0.55% | 31q | +25.9%+$93.4M |
| Merit Financial Group, LLC | $426.4M | 4,950,558 | 2.60% | 31q | HELD |
| Waverly Advisors, LLC | $411.0M | 4,770,796 | 2.38% | 31q | +2.9%+$11.4M |
| MML INVESTORS SERVICES, LLC | $399.9M | 4,642,430 | 0.82% | 31q | +16.7%+$57.2M |
| CBIZ Investment Advisory Services, LLC | $394.9M | 904,105 | 14.44% | 17q | -83.3%-$2.0B |
| STIFEL FINANCIAL CORP | $388.3M | 4,507,151 | 0.32% | 31q | +1.7%+$6.5M |
| Sanctuary Advisors, LLC | $386.6M | 4,488,264 | 1.79% | 9q | +7.2%+$25.8M |
| Wealthspire Advisors, LLC | $380.3M | 4,415,332 | 2.09% | 26q | +8.6%+$30.3M |
| Waldron Private Wealth LLC | $377.7M | 4,384,499 | 13.08% | 31q | +3.4%+$12.3M |
| Focus Partners Wealth | $365.6M | 4,244,024 | 0.37% | 11q | -2.4%-$9.0M |
| NATIXIS ADVISORS, LLC | $363.6M | 4,221,531 | 0.41% | 31q | -16.7%-$72.7M |
| Cullen/Frost Bankers, Inc. | $360.1M | 4,180,396 | 3.55% | 31q | +6.2%+$20.9M |
| LINCOLN NATIONAL CORP | $350.7M | 4,071,643 | 8.98% | 7q | -5.6%-$20.9M |
| Baird Financial Group, Inc. | $347.3M | 4,032,317 | 0.48% | 31q | +4.8%+$15.8M |
| Kestra Advisory Services, LLC | $327.9M | 3,806,366 | 1.06% | 24q | HELD |
| Beacon Pointe Advisors, LLC | $326.3M | 3,787,752 | 1.51% | 31q | +2.8%+$9.0M |
| Rockefeller Capital Management L.P. | $316.7M | 3,676,126 | 0.49% | 30q | HELD |
| Bell Bank | $310.1M | 3,599,467 | 11.83% | 6q | -1.3%-$4.2M |
| Arax Advisory Partners | $303.1M | 3,519,123 | 2.01% | 3q | +136.9%+$175.2M |
| ASSETMARK, INC | $301.4M | 3,499,308 | 0.52% | 31q | -1.8%-$5.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $296.4M | 3,440,932 | 0.04% | 12q | -1.7%-$5.1M |
| Retirement Investment Advisors, Inc. | $286.6M | 3,327,139 | 20.44% | 14q | +5.2%+$14.3M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $281.4M | 3,261,088 | 1.55% | 31q | -2.0%-$5.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $259.0M | 2,974,350 | 0.43% | 25q | +6.1%+$14.9M |
| Avior Wealth Management, LLC | $237.6M | 2,759,568 | 6.25% | 31q | +5.6%+$12.7M |
| Savant Capital, LLC | $232.3M | 1,888,047 | 0.68% | 31q | +59.6%+$86.8M |
| Garde Capital, Inc. | $230.1M | 2,670,986 | 10.31% | 31q | +0.8%+$1.8M |
| Brookstone Capital Management | $228.7M | 2,655,293 | 2.29% | 31q | +3.7%+$8.1M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $228.2M | 2,648,650 | 2.86% | 30q | -29.1%-$93.7M |
| INVICTUS PRIVATE WEALTH, LLC | $222.0M | 2,576,840 | 11.92% | 15q | +0.9%+$2.0M |
| Equitable Holdings, Inc. | $219.0M | 2,542,101 | 1.31% | 27q | -35.1%-$118.2M |
| WOODMONT INVESTMENT COUNSEL LLC | $217.4M | 2,524,114 | 11.87% | 31q | +1.4%+$2.9M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $212.0M | 2,460,865 | 11.98% | 27q | HELD |
| Truepoint, Inc. | $210.6M | 2,445,104 | 4.40% | 31q | -3.7%-$8.0M |
| NewEdge Advisors, LLC | $210.3M | 2,441,322 | 0.63% | 31q | +0.6%+$1.2M |
| Creative Planning | $193.9M | 2,251,293 | 0.11% | 31q | +4.0%+$7.4M |
| Sequoia Financial Advisors, LLC | $188.4M | 2,187,134 | 0.94% | 19q | +5.5%+$9.8M |
| Orion Porfolio Solutions, LLC | $187.9M | 2,181,783 | 1.44% | 24q | +18.6%+$29.4M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $187.3M | 2,173,600 | 12.56% | 15q | +7.7%+$13.4M |
| &PARTNERS | $186.1M | 2,160,364 | 0.76% | 11q | +12.1%+$20.1M |
| BOK Financial Private Wealth, Inc. | $184.1M | 2,136,784 | 9.44% | 31q | HELD |
| Japan Science & Technology Agency | $181.4M | 2,105,718 | 3.43% | 4q | HELD |
| Everhart Financial Group, Inc. | $178.3M | 2,069,696 | 11.41% | 23q | +5.9%+$10.0M |
| Cornerstone Management, Inc. | $171.8M | 1,994,250 | 24.71% | 47q | -3.2%-$5.7M |
| Rezny Wealth Management, Inc. | $171.7M | 1,993,744 | 29.68% | 31q | +2.6%+$4.3M |
| Betterment LLC | $168.3M | 1,953,898 | 0.28% | 31q | +1.2%+$2.0M |
| BANK OF HAWAII | $167.1M | 1,940,390 | 8.24% | 35q | -6.6%-$11.8M |
| SIMON QUICK ADVISORS, LLC | $166.1M | 1,928,693 | 6.71% | 31q | +2.8%+$4.5M |
| CITADEL ADVISORS LLC | $160.2M incl. $159.5M options CALL+PUT | 8,272 | 0.02% | 31q | HELD |
| FIFTH THIRD BANCORP | $158.2M | 1,836,631 | 0.26% | 31q | -1.2%-$1.9M |
| RMR Wealth Builders | $156.5M | 1,816,708 | 9.72% | 20q | +14.4%+$19.7M |
| Summit Financial, LLC | $156.2M | 1,813,507 | 1.71% | 27q | +6.4%+$9.4M |
| OpenArc Corporate Advisory, LLC | $150.7M | 1,749,120 | 1.79% | 3q | +30.1%+$34.9M |
| BECKER CAPITAL MANAGEMENT INC | $143.0M | 1,659,535 | 3.84% | 14q | +3.2%+$4.4M |
| Strategies Wealth Advisors, LLC | $142.1M | 1,649,735 | 12.71% | 18q | +1.0%+$1.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $140.6M incl. $4.9K options PUT | 1,632,494 | 0.17% | 30q | HELD |
| GLENMEDE TRUST CO NA | $137.5M | 1,595,899 | 0.61% | 29q | +1.0%+$1.3M |
| Members Trust Co | $136.3M | 1,582,375 | 4.24% | 25q | -0.8%-$1.1M |
Showing the largest 100 of 2,913 reported holders. The count of 2,911 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 2,911 managers that file Form 13F reported holding Vanguard Index Fds (VUG), $143.9B in all. 278 managers opened a position and 118 sold out completely, against 2,751 holders the quarter before. Largest holders: Bank Of America Corp /De/, Jones Financial Companies Lllp and Morgan Stanley. Largest new positions: J.W. Cole Advisors, Inc. ($54.6M), Ima Advisory Services, Inc. ($37.1M) and Penserra Capital Management Llc ($36.8M).
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 | 1,378 | $20.9B | 231,643,549 | 63 | 462 | 412 | 0.0% |
| Q2 2026 | 2,911 | $143.9B | 1,660,962,731 | 227 | 961 | 962 | 0.2% |
| Q1 2026 | 2,751 | $117.4B | 287,458,875 | 102 | 1,045 | 869 | 0.2% |
| Q4 2025 | 2,828 | $131.5B | 269,194,858 | 115 | 906 | 870 | 0.2% |
| Q3 2025 | 2,612 | $123.3B | 257,567,247 | 178 | 828 | 807 | 0.2% |
| Q2 2025 | 2,511 | $114.1B | 259,643,358 | 145 | 885 | 809 | 0.3% |
| Q1 2025 | 2,458 | $94.1B | 253,327,609 | 92 | 892 | 834 | 0.2% |
| Q4 2024 | 2,514 | $127.0B | 309,131,730 | 149 | 825 | 706 | 0.2% |
| Q3 2024 | 2,228 | $114.8B | 299,403,061 | 117 | 762 | 711 | 0.1% |
| Q2 2024 | 2,163 | $110.0B | 294,580,991 | 141 | 718 | 676 | 0.1% |
| Q1 2024 | 2,103 | $85.1B | 247,340,953 | 136 | 698 | 743 | 0.1% |
| Q4 2023 | 2,049 | $72.5B | 233,126,388 | 128 | 693 | 585 | 0.1% |
| Q3 2023 | 1,836 | $59.5B | 218,397,790 | 91 | 656 | 574 | 0.1% |
| Q2 2023 | 1,827 | $59.2B | 209,077,805 | 141 | 601 | 622 | 0.1% |
| Q1 2023 | 1,723 | $53.7B | 216,791,711 | 138 | 593 | 577 | 0.1% |
| Q4 2022 | 1,669 | $54.2B | 253,996,774 | 100 | 575 | 574 | 0.1% |
| Q3 2022 | 1,545 | $575.9B | 2,688,722,758 | 67 | 611 | 446 | 0.0% |
| Q2 2022 | 1,580 | $623.8B | 2,796,968,801 | 87 | 613 | 524 | 0.0% |
| Q1 2022 | 1,630 | $810.0B | 2,815,220,700 | 77 | 586 | 537 | 0.0% |
| Q4 2021 | 1,670 | $827.6B | 2,579,156,624 | 114 | 503 | 451 | 0.0% |
| Q3 2021 | 1,426 | $648.5B | 2,234,054,089 | 82 | 494 | 418 | 0.0% |
| Q2 2021 | 1,415 | $631.3B | 2,200,759,914 | 102 | 497 | 446 | 0.0% |
| Q1 2021 | 1,360 | $519.3B | 2,019,857,777 | 63 | 454 | 489 | 0.0% |
| Q4 2020 | 1,361 | $518.7B | 2,046,826,978 | 85 | 449 | 383 | 0.0% |
| Q3 2020 | 1,192 | $429.8B | 1,887,235,150 | 86 | 349 | 454 | 0.1% |
| Q2 2020 | 1,138 | $344.8B | 1,706,324,814 | 114 | 367 | 400 | 0.0% |
| Q1 2020 | 1,061 | $242.3B | 1,546,774,911 | 74 | 384 | 376 | 0.0% |
| Q4 2019 | 1,108 | $278.7B | 1,529,629,634 | 78 | 326 | 307 | 0.0% |
| Q3 2019 | 936 | $229.4B | 1,379,293,300 | 54 | 289 | 313 | 0.0% |
| Q2 2019 | 921 | $234.4B | 1,434,286,443 | 87 | 300 | 266 | 0.0% |
| Q1 2019 | 873 | $224.7B | 1,436,268,070 | 72 | 281 | 295 | 0.0% |
| Q4 2018 | 831 | $177.0B | 1,317,649,603 | 8 | 13 | 14 | 0.0% |