DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INDEX FDS (VV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,383
Reporting holders
$37.0B
Reported value
0.0%
Calls
0.0%
Puts
+55
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 |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $6.5B | 19,222,366 | 2.59% | 31q | +3.0%+$187.7M |
| Creative Planning | $4.1B | 12,039,581 | 2.42% | 31q | -1.8%-$76.7M |
| National Mutual Insurance Federation of Agricultural Cooperatives | $2.3B | 6,543,317 | 14.72% | 31q | HELD |
| UBS Group AG | $1.4B incl. $756.6K options PUT | 4,070,787 | 0.18% | 31q | +0.6%+$8.0M |
| Vanguard Global Advisers, LLC | $1.4B | 4,017,275 | 0.64% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $973.8M | 2,831,461 | 0.52% | 31q | HELD |
| MORGAN STANLEY | $939.9M | 2,733,000 | 0.05% | 35q | +1.6%+$15.1M |
| Johnson Financial Group, LLC | $932.8M | 2,712,195 | 50.24% | 31q | +6.1%+$53.7M |
| BANK OF AMERICA CORP /DE/ | $849.3M | 2,469,480 | 0.05% | 31q | -8.2%-$75.7M |
| PNC Financial Services Group, Inc. | $776.9M | 2,259,085 | 0.39% | 31q | +7.4%+$53.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $644.9M | 1,875,177 | 0.09% | 26q | +2.0%+$12.5M |
| FMR LLC | $521.4M | 1,515,972 | 0.02% | 31q | -1.1%-$5.9M |
| ENVESTNET ASSET MANAGEMENT INC | $518.3M | 1,507,023 | 0.12% | 31q | -2.2%-$11.4M |
| WELLS FARGO & COMPANY/MN | $499.3M | 1,451,904 | 0.08% | 31q | +0.9%+$4.6M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $491.6M | 1,429,481 | 3.64% | 31q | +4.4%+$20.6M |
| Wealthquest Corp | $437.7M | 1,272,808 | 27.61% | 30q | -47.4%-$394.0M |
| Capital Asset Advisory Services LLC | $349.9M | 1,017,512 | 12.66% | 23q | -1.9%-$6.9M |
| AXXCESS WEALTH MANAGEMENT, LLC | $348.8M | 1,014,136 | 5.55% | new | NEW |
| AMERIPRISE FINANCIAL INC | $309.9M | 901,199 | 0.06% | 31q | +6.7%+$19.4M |
| Pathstone Holdings, LLC | $285.8M | 831,081 | 0.83% | 11q | -0.7%-$1.9M |
| ROYAL BANK OF CANADA | $272.5M | 792,396 | 0.04% | 31q | HELD |
| Voya Financial Advisors, Inc. | $267.5M | 783,877 | 23.55% | 31q | +7.7%+$19.0M |
| LPL Financial LLC | $267.3M | 777,376 | 0.06% | 31q | +4.2%+$10.8M |
| Wealthfront Advisers LLC | $252.5M | 734,110 | 0.49% | 31q | -0.6%-$1.5M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $215.5M | 626,682 | 1.61% | 4q | -2.1%-$4.7M |
| Mariner, LLC | $200.1M | 582,014 | 0.21% | 31q | -3.6%-$7.5M |
| Wealthspire Advisors, LLC | $182.3M | 530,162 | 1.00% | 29q | -34.4%-$95.5M |
| Cresset Asset Management, LLC | $181.0M | 526,292 | 0.65% | 31q | -0.5%-$1.0M |
| Bleakley Financial Group, LLC | $180.5M | 524,913 | 2.30% | 15q | -0.8%-$1.5M |
| Focus Partners Wealth | $179.7M | 522,651 | 0.18% | 11q | -1.9%-$3.5M |
| RAYMOND JAMES FINANCIAL INC | $178.8M | 519,808 | 0.05% | 7q | -32.2%-$84.9M |
| James J. Burns & Company, LLC | $166.8M | 484,908 | 18.06% | 16q | -1.4%-$2.4M |
| Millburn Ridgefield LLC /DE/ | $156.8M | 456,076 | 2.97% | 31q | +2.5%+$3.8M |
| Catalyst Capital Advisors LLC | $156.8M | 456,076 | 2.60% | 31q | +2.5%+$3.8M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $151.6M | 440,838 | 1.90% | 30q | -0.6%-$920.0K |
| AlphaCore Capital LLC | $151.6M | 440,832 | 2.79% | 6q | +6.7%+$9.5M |
| BlackRock, Inc. | $150.8M | 438,403 | 0.00% | 8q | +37.7%+$41.3M |
| Mason & Associates, LLC | $149.6M | 434,857 | 31.12% | 9q | +1.3%+$2.0M |
| GeoWealth Management, LLC | $149.3M | 434,122 | 4.70% | 10q | +2.0%+$3.0M |
| Garde Capital, Inc. | $148.2M | 430,875 | 6.64% | 31q | HELD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $143.1M | 416,066 | 0.49% | 2q | -4.3%-$6.5M |
| Cetera Investment Advisers | $136.3M | 396,398 | 0.12% | 24q | +1.0%+$1.4M |
| Baltimore-Washington Financial Advisors, Inc. | $133.2M | 387,417 | 4.98% | 31q | +0.6%+$825.7K |
| Ballentine Partners, LLC | $130.2M | 378,686 | 1.59% | 31q | -0.5%-$662.4K |
| Heartwood Wealth Advisors LLC | $129.7M | 377,107 | 10.07% | 27q | +3.4%+$4.3M |
| FIFTH THIRD BANCORP | $121.9M | 354,534 | 0.20% | 31q | -2.0%-$2.5M |
| GOLDMAN SACHS GROUP INC | $120.6M | 350,637 | 0.01% | 31q | +0.6%+$778.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $118.4M | 344,334 | 0.15% | 31q | -10.2%-$13.4M |
| Truepoint, Inc. | $116.9M | 339,923 | 2.44% | 20q | -3.5%-$4.3M |
| PITTENGER & ANDERSON INC | $115.4M | 335,445 | 4.13% | 31q | +2.8%+$3.1M |
| Cambridge Investment Research Advisors, Inc. | $112.9M | 328,244 | 0.13% | 31q | +100.3%+$56.5M |
| JPMORGAN CHASE & CO | $110.8M | 324,748 | 0.01% | 31q | +2.8%+$3.0M |
| MilWealth Group LLC | $103.6M | 301,376 | 22.10% | 31q | +1.9%+$1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $103.5M | 300,897 | 0.02% | 3q | -27.6%-$39.4M |
| Norinchukin Bank, The | $103.2M | 300,000 | 1.00% | 5q | HELD |
| MML INVESTORS SERVICES, LLC | $101.0M | 293,637 | 0.21% | 31q | +14.1%+$12.4M |
| Plante Moran Financial Advisors, LLC | $93.3M | 271,224 | 4.34% | 31q | -5.5%-$5.4M |
| OSAIC HOLDINGS, INC. | $90.7M | 263,572 | 0.11% | 26q | +22.9%+$16.9M |
| AGF MANAGEMENT LTD | $88.3M | 256,630 | 0.34% | 15q | -1.7%-$1.5M |
| CAPTRUST FINANCIAL ADVISORS | $87.6M | 254,810 | 0.13% | 31q | +0.5%+$451.9K |
| Baker Avenue Asset Management, LP | $85.5M | 248,686 | 1.62% | 31q | -1.8%-$1.5M |
| Parallel Advisors, LLC | $77.7M | 225,906 | 1.18% | 31q | +6.8%+$4.9M |
| TRUST POINT INC. | $76.0M | 220,883 | 6.45% | 11q | +14.4%+$9.6M |
| Cerity Partners LLC | $72.6M | 211,164 | 0.09% | 22q | -0.5%-$398.9K |
| Jaffetilchin Investment Partners, LLC | $70.4M | 204,726 | 3.73% | 30q | HELD |
| Laird Norton Wetherby Trust Company, LLC | $67.8M | 197,038 | 1.30% | 3q | +0.7%+$452.9K |
| Transamerica Financial Advisors, LLC | $66.8M | 194,320 | 5.66% | 31q | -10.3%-$7.7M |
| Hurlow Wealth Management Group, Inc. | $66.8M | 194,273 | 13.90% | 31q | +2.5%+$1.6M |
| TRB Wealth Management, LLC | $65.4M | 190,058 | 8.70% | 2q | +1.4%+$877.3K |
| QRG CAPITAL MANAGEMENT, INC. | $65.2M | 189,661 | 0.54% | 12q | +6.8%+$4.2M |
| Addis & Hill, Inc | $64.4M | 187,371 | 35.51% | 11q | -11.3%-$8.2M |
| Sunflower Bank, N.A. | $63.8M | 185,626 | 15.26% | 25q | -2.8%-$1.9M |
| Corient Private Wealth LP | $62.6M | 181,940 | 0.09% | 15q | -16.9%-$12.7M |
| JUNCTURE WEALTH STRATEGIES, LLC | $62.5M | 181,619 | 16.25% | 14q | -10.6%-$7.4M |
| Financial Planning Navigators CORP | $62.1M | 180,597 | 23.25% | 3q | +1.2%+$739.4K |
| Kathmere Capital Management, LLC | $60.1M | 174,662 | 3.18% | 25q | +6.2%+$3.5M |
| Quantinno Capital Management LP | $58.9M | 171,408 | 0.07% | 13q | +46.5%+$18.7M |
| VSM Wealth Advisory, LLC | $57.4M | 166,932 | 15.25% | 7q | HELD |
| Acropolis Investment Management, LLC | $56.8M | 165,136 | 2.24% | 31q | -2.0%-$1.2M |
| Badgley Phelps Wealth Managers, LLC | $55.8M | 162,359 | 0.98% | 20q | +1.6%+$877.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $51.8M | 150,637 | 0.06% | 30q | +3.9%+$1.9M |
| Equitable Holdings, Inc. | $51.5M | 149,692 | 0.31% | 27q | -53.8%-$59.9M |
| Betterment LLC | $50.6M | 147,169 | 0.09% | 10q | -6.8%-$3.7M |
| RIVERSEDGE ADVISORS, LLC | $50.6M | 147,058 | 6.66% | 14q | HELD |
| JMG Financial Group, Ltd. | $50.1M | 145,565 | 1.21% | 31q | -1.0%-$516.2K |
| SIGNATUREFD, LLC | $49.4M | 143,737 | 0.66% | 31q | -16.0%-$9.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $45.9M | 133,158 | 0.08% | 14q | HELD |
| Rockefeller Capital Management L.P. | $45.8M | 133,137 | 0.07% | 30q | +1.5%+$679.2K |
| AQR CAPITAL MANAGEMENT LLC | $44.6M | 129,676 | 0.02% | 8q | +21.4%+$7.9M |
| NORTHERN TRUST CORP | $43.8M | 127,473 | 0.01% | 31q | +1.5%+$659.6K |
| Pure Financial Advisors, LLC | $43.5M | 126,528 | 0.55% | 24q | HELD |
| Koesten, Hirschmann & Crabtree, INC. | $42.5M | 123,599 | 17.70% | 15q | +1.7%+$724.3K |
| HighTower Advisors, LLC | $40.5M | 117,749 | 0.04% | 22q | +0.9%+$377.6K |
| Haverford Trust Co | $40.0M | 116,422 | 0.35% | 25q | -4.1%-$1.7M |
| Sanctuary Advisors, LLC | $39.5M | 114,745 | 0.18% | 9q | +415.6%+$31.8M |
| Lido Advisors, LLC | $38.8M | 112,873 | 0.11% | 10q | -41.9%-$28.0M |
| SCS Capital Management LLC | $38.7M | 112,499 | 0.37% | 6q | HELD |
| TRUIST FINANCIAL CORP | $38.5M | 111,841 | 0.05% | 31q | +4.0%+$1.5M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $37.8M | 109,988 | 1.38% | 31q | HELD |
| Latigo Investments, LLC | $37.5M | 108,982 | 16.70% | 19q | HELD |
Showing the largest 100 of 1,383 reported holders.
Q2 2026 in brief
In Q2 2026, 1,383 managers that file Form 13F reported holding Vanguard Index Fds (VV), $37.0B in all. 120 managers opened a position and 65 sold out completely, against 1,328 holders the quarter before. Largest holders: Jones Financial Companies Lllp, Creative Planning and National Mutual Insurance Federation Of Agricultural Cooperatives. Largest new positions: Axxcess Wealth Management, Llc ($348.8M), Janney Montgomery Scott Llc ($33.7M) and Park Avenue Securities Llc ($8.1M).
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 | 627 | $5.8B | 16,372,207 | 35 | 123 | 174 | 0.0% |
| Q2 2026 | 1,383 | $37.0B | 107,951,340 | 107 | 307 | 382 | 0.0% |
| Q1 2026 | 1,328 | $32.2B | 108,180,861 | 72 | 302 | 370 | 0.0% |
| Q4 2025 | 1,340 | $32.8B | 104,275,085 | 72 | 311 | 381 | 0.0% |
| Q3 2025 | 1,277 | $32.0B | 104,153,351 | 86 | 253 | 370 | 0.0% |
| Q2 2025 | 1,235 | $29.5B | 103,718,035 | 97 | 309 | 340 | 0.0% |
| Q1 2025 | 1,193 | $25.8B | 100,272,511 | 80 | 303 | 330 | 0.1% |
| Q4 2024 | 1,193 | $27.1B | 100,291,425 | 63 | 283 | 344 | 0.1% |
| Q3 2024 | 1,105 | $26.4B | 100,334,754 | 89 | 250 | 299 | 0.2% |
| Q2 2024 | 1,045 | $24.7B | 98,747,935 | 67 | 251 | 273 | 0.0% |
| Q1 2024 | 1,054 | $24.9B | 103,780,758 | 73 | 251 | 299 | 0.3% |
| Q4 2023 | 1,042 | $19.0B | 85,853,099 | 78 | 234 | 283 | 1.2% |
| Q3 2023 | 940 | $18.5B | 94,642,795 | 44 | 213 | 297 | 0.1% |
| Q2 2023 | 932 | $18.9B | 93,203,713 | 66 | 201 | 288 | 0.1% |
| Q1 2023 | 896 | $18.2B | 96,278,365 | 54 | 210 | 282 | 0.1% |
| Q4 2022 | 890 | $17.3B | 98,960,398 | 85 | 237 | 264 | 0.1% |
| Q3 2022 | 816 | $108.8B | 665,116,709 | 35 | 216 | 213 | 0.0% |
| Q2 2022 | 847 | $108.4B | 628,583,815 | 53 | 259 | 198 | 0.0% |
| Q1 2022 | 862 | $124.9B | 599,118,685 | 54 | 246 | 214 | 0.0% |
| Q4 2021 | 867 | $137.8B | 623,682,281 | 63 | 197 | 217 | 0.0% |
| Q3 2021 | 769 | $119.1B | 592,497,046 | 46 | 177 | 193 | 0.0% |
| Q2 2021 | 749 | $159.4B | 794,325,323 | 51 | 178 | 202 | 0.0% |
| Q1 2021 | 720 | $95.8B | 516,977,235 | 49 | 165 | 209 | 0.0% |
| Q4 2020 | 698 | $93.5B | 531,790,804 | 64 | 161 | 190 | 0.0% |
| Q3 2020 | 609 | $83.3B | 533,078,661 | 41 | 144 | 180 | 0.0% |
| Q2 2020 | 594 | $74.6B | 522,301,872 | 62 | 157 | 165 | 0.0% |
| Q1 2020 | 568 | $61.3B | 517,803,872 | 66 | 168 | 168 | 0.0% |
| Q4 2019 | 575 | $71.5B | 482,213,095 | 54 | 128 | 143 | 0.0% |
| Q3 2019 | 498 | $66.9B | 490,730,814 | 33 | 131 | 148 | 0.0% |
| Q2 2019 | 488 | $66.4B | 492,800,161 | 38 | 113 | 133 | 0.0% |
| Q1 2019 | 478 | $65.0B | 500,890,977 | 42 | 107 | 134 | 0.0% |
| Q4 2018 | 461 | $56.8B | 494,189,817 | 3 | 8 | 9 | 0.0% |