DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD INDEX FDS (VXF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,080
Reporting holders
$13.8B
Reported value
0.0%
Calls
0.0%
Puts
+65
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $1.1B | 4,498,051 | 0.06% | 35q | +6.5%+$67.5M |
| ENVESTNET ASSET MANAGEMENT INC | $1.1B | 4,451,442 | 0.26% | 31q | +4.9%+$50.7M |
| Wealthfront Advisers LLC | $849.5M | 3,450,306 | 1.63% | 31q | +4.0%+$32.5M |
| BANK OF AMERICA CORP /DE/ | $567.3M | 2,304,294 | 0.04% | 31q | +2.2%+$12.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $451.4M | 1,833,274 | 0.56% | 30q | +36.7%+$121.2M |
| FIFTH THIRD BANCORP | $345.5M | 1,403,188 | 0.56% | 31q | HELD |
| VANGUARD ADVISERS INC | $334.0M | 1,356,739 | 1.14% | 2q | +2.3%+$7.5M |
| ASSETMARK, INC | $325.3M | 1,321,393 | 0.56% | 31q | +3.0%+$9.5M |
| Creative Planning | $271.4M | 1,102,341 | 0.16% | 31q | -3.1%-$8.7M |
| LPL Financial LLC | $262.2M | 1,064,954 | 0.06% | 31q | +4.9%+$12.3M |
| ROYAL BANK OF CANADA | $261.6M | 1,062,508 | 0.04% | 31q | -1.0%-$2.7M |
| Cerity Partners LLC | $261.5M | 1,062,300 | 0.32% | 19q | +12.1%+$28.2M |
| Plante Moran Financial Advisors, LLC | $246.9M | 1,002,829 | 11.49% | 26q | +20.7%+$42.4M |
| Focus Partners Wealth | $219.9M | 893,051 | 0.23% | 11q | -1.0%-$2.1M |
| Cambridge Investment Research Advisors, Inc. | $219.0M | 889,626 | 0.25% | 31q | +108.3%+$113.9M |
| Wealthspire Advisors, LLC | $206.4M | 838,191 | 1.14% | 29q | +1.8%+$3.6M |
| WELLS FARGO & COMPANY/MN | $202.6M | 822,967 | 0.03% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $193.1M | 784,166 | 0.05% | 7q | +4.8%+$8.9M |
| US BANCORP \DE\ | $182.8M | 742,510 | 0.20% | 31q | HELD |
| UBS Group AG | $164.9M | 669,951 | 0.02% | 31q | +10.9%+$16.2M |
| Gleason Group, Inc. | $158.8M | 645,027 | 13.86% | 27q | +1.7%+$2.7M |
| JONES FINANCIAL COMPANIES LLLP | $157.4M | 650,983 | 0.06% | 31q | -1.9%-$3.1M |
| SageView Advisory Group, LLC | $157.2M | 638,507 | 5.15% | 15q | -4.6%-$7.5M |
| TD PRIVATE CLIENT WEALTH LLC | $155.7M | 632,279 | 2.86% | 27q | +8.4%+$12.0M |
| NEPC LLC | $149.0M | 605,088 | 2.78% | 12q | -3.4%-$5.3M |
| AMERIPRISE FINANCIAL INC | $142.9M | 580,333 | 0.03% | 31q | +70.6%+$59.2M |
| Kestra Investment Management, LLC | $135.6M | 550,893 | 2.63% | 2q | +8.4%+$10.5M |
| DIVERSIFIED TRUST CO | $126.8M | 514,903 | 2.03% | 31q | +1.7%+$2.2M |
| OSAIC HOLDINGS, INC. | $95.2M | 386,289 | 0.11% | 26q | +13.4%+$11.3M |
| Stratos Wealth Partners, LTD. | $91.4M | 371,031 | 0.92% | 31q | +1.3%+$1.2M |
| Van Cleef Asset Management,Inc | $83.9M | 340,880 | 8.56% | 31q | -2.2%-$1.9M |
| CAPTRUST FINANCIAL ADVISORS | $82.6M | 335,664 | 0.13% | 31q | +1.8%+$1.5M |
| ALLIANCEBERNSTEIN L.P. | $72.7M | 353,403 | 0.02% | 25q | +17.5%+$10.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $71.2M | 289,189 | 0.04% | 31q | -7.2%-$5.6M |
| NATIXIS ADVISORS, LLC | $68.5M | 278,371 | 0.08% | 31q | -27.3%-$25.8M |
| Tenon Financial LLC | $67.3M | 273,536 | 21.67% | 10q | +8.9%+$5.5M |
| CITIGROUP INC | $64.9M | 263,792 | 0.02% | 31q | +7.2%+$4.4M |
| BNP PARIBAS FINANCIAL MARKETS | $63.9M | 259,693 | 0.02% | 19q | -0.6%-$405.0K |
| CIBC Bancorp USA Inc. | $63.4M | 261,653 | 0.08% | 2q | +11.9%+$6.7M |
| Cetera Investment Advisers | $61.8M | 250,920 | 0.06% | 27q | -4.2%-$2.7M |
| Rockefeller Capital Management L.P. | $59.6M | 242,018 | 0.09% | 30q | HELD |
| GeoWealth Management, LLC | $58.5M | 237,457 | 1.84% | 11q | +4.9%+$2.7M |
| Vanguard National Trust Co | $56.1M | 227,913 | 3.06% | 2q | +0.5%+$285.1K |
| Mariner, LLC | $54.8M | 222,692 | 0.06% | 20q | -3.6%-$2.0M |
| ACT WEALTH MANAGEMENT, LLC | $52.4M | 212,634 | 15.38% | 23q | +4.9%+$2.5M |
| Blue Trust, Inc. | $51.8M | 210,400 | 0.54% | 17q | -4.5%-$2.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $51.6M | 209,626 | 0.06% | 31q | -1.6%-$847.5K |
| James J. Burns & Company, LLC | $50.4M | 204,797 | 5.46% | 16q | HELD |
| HCR Wealth Advisors | $47.5M | 192,946 | 4.25% | 3q | +6.1%+$2.7M |
| MAYPORT, LLC | $47.4M | 192,454 | 7.35% | 19q | +5.2%+$2.3M |
| GOLDMAN SACHS GROUP INC | $47.1M | 191,481 | 0.00% | 31q | -4.9%-$2.4M |
| Beacon Harbor Wealth Advisors, Inc. | $46.9M | 198,535 | 9.14% | 28q | +50.7%+$15.8M |
| Thrivent Financial for Lutherans | $46.8M | 190,267 | 0.08% | 31q | -6.5%-$3.3M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $43.6M | 177,002 | 0.55% | 30q | -7.6%-$3.6M |
| LINCOLN NATIONAL CORP | $42.1M | 170,932 | 1.08% | 7q | +1.3%+$522.5K |
| EP Wealth Advisors, LLC | $41.7M | 169,504 | 0.16% | 14q | +0.7%+$294.7K |
| MOODY NATIONAL BANK TRUST DIVISION | $41.0M | 166,374 | 3.39% | 15q | +0.8%+$338.3K |
| Legacy Private Trust Co. | $40.2M | 163,353 | 2.23% | 31q | -3.0%-$1.2M |
| Clearstead Advisors, LLC | $40.0M | 162,397 | 0.38% | 31q | -19.5%-$9.7M |
| Valmark Advisers, Inc. | $36.6M | 148,811 | 0.39% | 31q | +1.1%+$408.5K |
| Voya Financial Advisors, Inc. | $35.5M | 145,505 | 3.13% | 31q | -21.5%-$9.7M |
| SlateStone Wealth, LLC | $35.0M | 142,041 | 2.68% | 18q | -2.4%-$877.7K |
| Firestone Capital Management | $34.7M | 141,095 | 6.47% | 27q | +1.8%+$609.6K |
| MATHER GROUP, LLC. | $34.5M | 140,012 | 0.30% | 16q | -2.8%-$994.2K |
| FC Advisory LLC | $33.1M | 134,242 | 8.75% | 31q | -0.5%-$166.9K |
| Investment Planning Advisors, Inc. | $31.0M | 125,832 | 7.17% | 9q | +5.3%+$1.6M |
| MML INVESTORS SERVICES, LLC | $30.5M | 123,918 | 0.06% | 31q | +14.5%+$3.9M |
| CYPRESS FINANCIAL PLANNING LLC | $29.7M | 120,709 | 7.20% | 17q | +2.6%+$756.6K |
| New England Private Wealth Advisors LLC | $29.7M | 125,792 | 2.87% | 31q | +3.9%+$1.1M |
| STIFEL FINANCIAL CORP | $29.3M | 119,173 | 0.02% | 31q | +2.2%+$622.7K |
| Strategic Investment Advisors / MI | $29.0M | 117,968 | 1.76% | 29q | +16.0%+$4.0M |
| NewEdge Advisors, LLC | $28.9M | 117,214 | 0.09% | 31q | +42.7%+$8.6M |
| BIP Wealth, LLC | $28.3M | 115,027 | 0.80% | 14q | +730.4%+$24.9M |
| FIRST HAWAIIAN BANK | $27.9M | 113,133 | 3.53% | 31q | +1.2%+$319.3K |
| BlackRock, Inc. | $27.1M | 110,162 | 0.00% | 8q | +10.7%+$2.6M |
| Continuum Advisory, LLC | $27.0M | 109,789 | 2.19% | 25q | +1.1%+$293.0K |
| Lido Advisors, LLC | $26.8M | 108,688 | 0.07% | 22q | -20.0%-$6.7M |
| Winthrop Advisory Group LLC | $25.9M | 105,228 | 1.75% | 20q | +6.9%+$1.7M |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $24.9M | 101,011 | 2.53% | 31q | +397.3%+$19.9M |
| FMR LLC | $24.4M | 99,176 | 0.00% | 31q | +10.1%+$2.2M |
| Keel Point, LLC | $24.3M | 98,879 | 1.44% | 31q | +17.5%+$3.6M |
| Fairway Wealth LLC | $23.3M | 94,675 | 5.33% | 11q | +1.4%+$327.7K |
| Prime Buchholz LLC | $23.1M | 93,644 | 8.31% | 7q | +16.9%+$3.3M |
| BROWN ADVISORY INC | $21.9M | 88,767 | 0.03% | 31q | -2.3%-$510.1K |
| Private Advisor Group, LLC | $21.1M | 85,655 | 0.10% | 31q | -6.6%-$1.5M |
| BOSTON FAMILY OFFICE LLC | $20.9M | 84,873 | 1.27% | 31q | +16.0%+$2.9M |
| Envestnet Portfolio Solutions, Inc. | $20.8M | 84,670 | 0.10% | 12q | HELD |
| N.E.W. Advisory Services LLC | $20.7M | 84,163 | 1.39% | 17q | HELD |
| J.W. COLE ADVISORS, INC. | $20.4M | 82,765 | 0.35% | new | NEW |
| SENTINEL PENSION ADVISORS, LLC | $20.1M | 84,498 | 2.64% | 10q | +5.6%+$1.1M |
| HighTower Advisors, LLC | $20.0M | 81,196 | 0.02% | 22q | +7.4%+$1.4M |
| Summit Wealth Group, LLC | $19.9M | 80,902 | 4.06% | 9q | +1.4%+$269.1K |
| Procyon Advisors, LLC | $19.0M | 77,004 | 0.82% | 27q | +4.9%+$890.8K |
| BESSEMER GROUP INC | $18.8M | 76,289 | 0.03% | 31q | -6.0%-$1.2M |
| BLAIR WILLIAM & CO/IL | $18.7M | 75,777 | 0.05% | 31q | -3.3%-$635.2K |
| PRINCIPAL SECURITIES, INC. | $18.6M | 75,730 | 0.22% | 11q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $18.5M | 75,162 | 0.01% | 31q | +13.9%+$2.3M |
| Applied Capital LLC | $18.3M | 74,370 | 5.90% | 22q | +6.7%+$1.2M |
| Steward Partners Investment Advisory, LLC | $18.2M | 74,006 | 0.09% | 31q | +1.2%+$221.1K |
| Nuveen, LLC | $18.1M | 73,654 | 0.00% | new | NEW |
Showing the largest 100 of 1,080 reported holders.
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 | 441 | $2.0B | 8,600,664 | 29 | 119 | 100 | 0.0% |
| Q2 2026 | 1,080 | $13.8B | 55,930,974 | 102 | 314 | 290 | 0.0% |
| Q1 2026 | 1,015 | $11.1B | 53,867,730 | 71 | 296 | 261 | 0.0% |
| Q4 2025 | 998 | $11.1B | 50,822,343 | 71 | 294 | 211 | 0.0% |
| Q3 2025 | 912 | $10.2B | 48,581,128 | 70 | 236 | 239 | 0.0% |
| Q2 2025 | 900 | $9.6B | 49,697,385 | 68 | 262 | 255 | 0.0% |
| Q1 2025 | 871 | $8.7B | 50,247,139 | 60 | 255 | 254 | 0.0% |
| Q4 2024 | 906 | $9.1B | 48,059,954 | 76 | 224 | 245 | 0.1% |
| Q3 2024 | 816 | $8.4B | 46,349,522 | 63 | 219 | 234 | 0.1% |
| Q2 2024 | 786 | $7.7B | 45,300,382 | 59 | 235 | 229 | 0.0% |
| Q1 2024 | 779 | $8.9B | 50,679,038 | 61 | 211 | 232 | 0.1% |
| Q4 2023 | 766 | $8.0B | 50,418,444 | 78 | 223 | 223 | 0.0% |
| Q3 2023 | 685 | $6.3B | 44,064,003 | 47 | 198 | 196 | 0.1% |
| Q2 2023 | 694 | $6.4B | 43,187,151 | 58 | 184 | 224 | 0.1% |
| Q1 2023 | 662 | $5.7B | 41,177,968 | 41 | 198 | 212 | 0.1% |
| Q4 2022 | 672 | $7.1B | 53,742,456 | 60 | 186 | 211 | 0.0% |
| Q3 2022 | 609 | $108.1B | 850,537,924 | 40 | 149 | 206 | 0.0% |
| Q2 2022 | 620 | $124.3B | 946,720,162 | 38 | 177 | 196 | 0.0% |
| Q1 2022 | 664 | $169.8B | 1,024,618,443 | 40 | 195 | 221 | 0.0% |
| Q4 2021 | 693 | $183.0B | 1,000,647,048 | 46 | 245 | 137 | 0.0% |
| Q3 2021 | 627 | $176.3B | 966,751,305 | 42 | 217 | 145 | 0.0% |
| Q2 2021 | 625 | $166.8B | 884,214,837 | 62 | 232 | 135 | 0.0% |
| Q1 2021 | 585 | $139.2B | 787,140,035 | 75 | 197 | 147 | 0.0% |
| Q4 2020 | 537 | $131.2B | 796,689,400 | 66 | 178 | 112 | 0.0% |
| Q3 2020 | 455 | $78.7B | 606,589,652 | 40 | 121 | 147 | 0.0% |
| Q2 2020 | 436 | $56.0B | 472,846,164 | 76 | 103 | 139 | 0.0% |
| Q1 2020 | 395 | $39.7B | 438,018,043 | 38 | 124 | 146 | 0.0% |
| Q4 2019 | 434 | $33.8B | 268,143,291 | 41 | 132 | 103 | 0.0% |
| Q3 2019 | 375 | $18.9B | 162,601,850 | 27 | 129 | 106 | 0.0% |
| Q2 2019 | 379 | $19.0B | 159,826,109 | 35 | 114 | 115 | 0.0% |
| Q1 2019 | 369 | $18.3B | 158,413,014 | 42 | 95 | 104 | 0.0% |
| Q4 2018 | 345 | $14.7B | 147,095,716 | 3 | 6 | 11 | 0.0% |