# VANGUARD INDEX FDS (VB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VB/

- Reporting holders: 150
- Reported value: $657.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $108.8M | 382,477 | 8.6% | 28 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $48.6M | 169,474 | 0.6% | 26 |
| [SEARCY FINANCIAL SERVICES INC /ADV](https://holderbook.com/funds/354923-searcy-financial-services-inc-adv/) | $30.4M | 106,739 | 10.9% | 6 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $27.6M | 97,054 | 3.1% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $19.6M | 68,876 | 0.1% | 16 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $18.4M | 64,670 | 0.7% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $18.3M | 63,477 | 0.4% | 20 |
| [GoalFusion Wealth Management, LLC](https://holderbook.com/funds/1895678-goalfusion-wealth-management-llc/) | $16.6M | 58,201 | 6.6% | 20 |
| [ATMOS ADVISORY, LLC](https://holderbook.com/funds/1905162-atmos-advisory-llc/) | $16.5M | 58,074 | 8.8% | 20 |
| [Frisco Financial Planning LLC](https://holderbook.com/funds/2133972-frisco-financial-planning-llc/) | $15.0M | 52,749 | 11.7% | 8 |
| [Arbor Wealth Advisors LLC](https://holderbook.com/funds/2009890-arbor-wealth-advisors-llc/) | $14.0M | 49,067 | 8.7% | 12 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $13.7M | 48,022 | 1.5% | 12 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $12.9M | 45,434 | 1.1% | 9 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $11.4M | 39,982 | 7.1% | 17 |
| [Kearns & Associates LLC](https://holderbook.com/funds/1908695-kearns-associates-llc/) | $11.2M | 39,327 | 5.1% | 20 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $10.8M | 37,842 | 2.9% | 24 |
| [Silverleafe Capital Partners, LLC](https://holderbook.com/funds/1535611-silverleafe-capital-partners-llc/) | $10.5M | 36,935 | 3.0% | 5 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $9.8M | 34,614 | 2.6% | 12 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $9.4M | 33,028 | 0.1% | 12 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $8.6M | 30,362 | 0.2% | 24 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $8.5M | 29,962 | 1.7% | 32 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $7.6M | 26,611 | 1.9% | 28 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $7.0M | 24,689 | 0.7% | 32 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $7.0M | 24,544 | 0.8% | 28 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $6.9M | 24,204 | 2.4% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 150 | $657.7M |
| Q2 2026 | 2,486 | $51.3B |
| Q1 2026 | 2,393 | $43.6B |
| Q4 2025 | 2,374 | $43.1B |
| Q3 2025 | 2,200 | $39.9B |
| Q2 2025 | 2,168 | $38.5B |
| Q1 2025 | 2,161 | $35.3B |
| Q4 2024 | 2,190 | $70.4B |
| Q3 2024 | 1,977 | $35.5B |
| Q2 2024 | 1,921 | $32.3B |
| Q1 2024 | 1,899 | $36.5B |
| Q4 2023 | 1,878 | $31.0B |