VANGUARD INDEX FDS (VB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,404
Reporting holders
$48.7B
Reported value
0.1%
Held as options
+86
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $6.5B | 21,579,198 | 0.42% | 31q | HELD |
| MORGAN STANLEY | $2.5B | 8,094,439 | 0.13% | 35q | +0.7%+$16.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $2.1B | 6,840,466 | 1.29% | 30q | +105.5%+$1.1B |
| WELLS FARGO & COMPANY/MN | $1.5B | 5,112,663 | 0.25% | 31q | -57.5%-$2.1B |
| UBS Group AG | $1.3B | 4,139,634 | 0.16% | 31q | -6.1%-$81.5M |
| ENVESTNET ASSET MANAGEMENT INC | $1.2B | 3,935,022 | 0.28% | 31q | +11.3%+$121.2M |
| LPL Financial LLC | $1.0B | 3,301,516 | 0.22% | 31q | -0.6%-$6.2M |
| CAPTRUST FINANCIAL ADVISORS | $883.6M | 2,914,921 | 1.35% | 31q | +2.9%+$25.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $852.9M | 2,813,902 | 0.46% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $789.2M | 2,634,215 | 0.32% | 31q | -11.5%-$102.4M |
| Mariner, LLC | $690.8M | 2,278,949 | 0.73% | 31q | +2.9%+$19.2M |
| ROYAL BANK OF CANADA | $643.4M | 2,122,591 | 0.10% | 31q | +1.5%+$9.5M |
| RAYMOND JAMES FINANCIAL INC | $625.2M | 2,062,501 | 0.17% | 7q | -8.4%-$57.5M |
| AMERIPRISE FINANCIAL INC | $618.3M | 2,038,406 | 0.12% | 31q | -53.6%-$714.6M |
| Creative Planning | $612.9M | 2,021,950 | 0.36% | 31q | -0.7%-$4.1M |
| PNC Financial Services Group, Inc. | $602.1M | 1,986,263 | 0.30% | 31q | +1.2%+$7.1M |
| Bank of New York Mellon Corp | $580.1M | 1,913,874 | 0.10% | 31q | -1.4%-$8.2M |
| GOLDMAN SACHS GROUP INC | $529.8M | 1,747,986 | 0.05% | 31q | HELD |
| Wealthfront Advisers LLC | $519.9M | 1,715,012 | 1.00% | 31q | +1.1%+$5.6M |
| CIBC Bancorp USA Inc. | $479.9M | 1,585,209 | 0.58% | 2q | +5.2%+$23.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $472.5M | 1,558,749 | 0.06% | 9q | -12.6%-$68.2M |
| Sixth Street Partners Management Company, L.P. | $472.5M | 1,558,749 | 0.06% | new | NEW |
| MISSION WEALTH MANAGEMENT, LP | $448.3M | 1,478,793 | 5.48% | 31q | +31.4%+$107.2M |
| Cetera Investment Advisers | $384.2M | 1,267,408 | 0.35% | 31q | +3.0%+$11.0M |
| JPMORGAN CHASE & CO | $373.7M | 1,240,289 | 0.02% | 31q | +3.1%+$11.2M |
| STIFEL FINANCIAL CORP | $359.7M | 1,186,781 | 0.30% | 31q | +1.1%+$3.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $357.2M | 1,178,370 | 7.73% | 13q | +3.3%+$11.4M |
| FMR LLC | $350.8M | 1,157,296 | 0.02% | 31q | -1.5%-$5.5M |
| OSAIC HOLDINGS, INC. | $323.4M | 1,065,927 | 0.38% | 26q | +17.4%+$48.0M |
| HighTower Advisors, LLC | $290.8M | 959,311 | 0.28% | 22q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $288.2M | 950,658 | 0.36% | 31q | -3.1%-$9.2M |
| SIGNATUREFD, LLC | $284.5M | 938,568 | 3.80% | 31q | +3.8%+$10.4M |
| Cerity Partners LLC | $282.1M | 930,912 | 0.34% | 31q | +7.8%+$20.4M |
| GLENMEDE TRUST CO NA | $264.8M | 873,688 | 1.17% | 29q | -1.5%-$4.1M |
| Baird Financial Group, Inc. | $256.0M | 844,581 | 0.35% | 31q | +4.2%+$10.2M |
| Corient Private Wealth LP | $250.7M | 827,535 | 0.16% | 15q | +51.0%+$84.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $238.7M | 787,375 | 0.04% | 31q | -33.9%-$122.4M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $238.0M | 785,131 | 0.82% | 2q | -4.1%-$10.2M |
| Nicholas Hoffman & Company, LLC. | $230.1M | 759,092 | 4.86% | 31q | +0.6%+$1.3M |
| BANK OF MONTREAL /CAN/ | $226.1M | 745,936 | 0.07% | 31q | +1.8%+$3.9M |
| ASSETMARK, INC | $215.1M | 709,612 | 0.37% | 31q | +191.9%+$141.4M |
| FIFTH THIRD BANCORP | $199.9M | 659,527 | 0.32% | 31q | -2.8%-$5.8M |
| Merit Financial Group, LLC | $199.7M | 658,716 | 0.61% | 27q | +112.3%+$105.6M |
| Badgley Phelps Wealth Managers, LLC | $198.0M | 653,239 | 3.47% | 20q | -3.0%-$6.2M |
| DAVIS R M INC | $186.8M | 616,237 | 2.95% | 31q | +1.4%+$2.6M |
| Cullen/Frost Bankers, Inc. | $182.2M | 600,979 | 1.80% | 31q | +1.8%+$3.3M |
| 1832 Asset Management L.P. | $175.5M | 579,086 | 0.09% | 31q | -4.2%-$7.7M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $171.9M | 567,165 | 0.46% | 7q | HELD |
| Vanguard Global Advisers, LLC | $168.9M | 557,087 | 0.08% | 2q | HELD |
| COUNTRY TRUST BANK | $162.1M | 534,925 | 2.84% | 31q | -17.9%-$35.3M |
| Clearstead Advisors, LLC | $158.3M | 522,390 | 1.49% | 31q | -0.5%-$839.0K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $153.4M | 506,003 | 1.13% | 31q | -0.7%-$1.2M |
| Pathstone Holdings, LLC | $146.2M | 482,252 | 0.43% | 11q | +0.5%+$793.0K |
| Rockefeller Capital Management L.P. | $145.0M | 478,322 | 0.22% | 31q | +4.1%+$5.7M |
| PINNACLE ASSOCIATES LTD | $140.2M | 462,685 | 1.53% | 31q | +0.9%+$1.2M |
| STATE STREET CORP | $140.1M | 462,337 | 0.00% | 22q | HELD |
| MML INVESTORS SERVICES, LLC | $137.8M | 454,602 | 0.28% | 31q | +21.1%+$24.0M |
| Fusion Family Wealth, LLC | $136.6M | 440,832 | 9.08% | 31q | HELD |
| Equitable Holdings, Inc. | $127.0M | 419,138 | 0.76% | 27q | -1.0%-$1.3M |
| TRUIST FINANCIAL CORP | $125.2M | 412,889 | 0.15% | 31q | -5.0%-$6.5M |
| CBIZ Investment Advisory Services, LLC | $124.7M | 476,205 | 4.56% | 15q | HELD |
| Kestra Advisory Services, LLC | $124.5M | 410,869 | 0.40% | 24q | +46.8%+$39.7M |
| TRUSTMARK BANK TRUST DEPARTMENT | $119.8M | 395,334 | 7.14% | 32q | +7.0%+$7.8M |
| Baker Avenue Asset Management, LP | $119.4M | 393,762 | 2.26% | 31q | +0.8%+$950.3K |
| Wealthspire Advisors, LLC | $118.2M | 389,955 | 0.65% | 26q | -2.9%-$3.5M |
| Heartwood Wealth Advisors LLC | $116.2M | 383,312 | 9.02% | 27q | +3.3%+$3.7M |
| INVICTUS PRIVATE WEALTH, LLC | $115.3M | 380,442 | 6.19% | 15q | +1.3%+$1.4M |
| BlackRock, Inc. | $115.3M | 380,254 | 0.00% | 8q | +3.4%+$3.8M |
| Millburn Ridgefield LLC /DE/ | $107.6M | 354,954 | 2.04% | 31q | +1.3%+$1.4M |
| Catalyst Capital Advisors LLC | $107.6M | 354,954 | 1.78% | 31q | +1.3%+$1.4M |
| Karpus Management, Inc. | $96.9M | 319,556 | 2.79% | 31q | -0.7%-$645.0K |
| M&T Bank Corp | $92.8M | 306,174 | 0.27% | 26q | +4.5%+$4.0M |
| LINCOLN NATIONAL CORP | $88.9M | 293,140 | 2.27% | 7q | +3.1%+$2.7M |
| Jupiter Topco LLC | $85.3M | 281,530 | 0.03% | new | FIRST |
| Gibraltar Capital Management, Inc. | $85.2M | 281,100 | 13.10% | 6q | HELD |
| Focus Partners Wealth | $85.1M | 280,808 | 0.09% | 11q | +5.2%+$4.2M |
| Integrated Wealth Concepts LLC | $84.2M | 277,940 | 0.41% | 31q | +148.2%+$50.3M |
| PITTENGER & ANDERSON INC | $78.4M | 258,663 | 2.81% | 31q | -0.7%-$555.0K |
| Center for Financial Planning, Inc. | $77.9M | 257,140 | 7.29% | 27q | +0.7%+$529.9K |
| VISTA CAPITAL PARTNERS, INC. | $77.4M | 255,406 | 6.77% | 31q | -1.8%-$1.4M |
| Auto-Owners Insurance Co | $75.5M | 249,028 | 1.70% | 15q | -11.6%-$9.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $73.8M | 247,593 | 0.12% | 26q | +8.6%+$5.8M |
| Private Advisor Group, LLC | $72.1M | 237,908 | 0.33% | 31q | -35.2%-$39.2M |
| Sanctuary Advisors, LLC | $71.8M | 236,909 | 0.33% | 9q | +43.1%+$21.6M |
| CENTRAL TRUST Co | $69.6M | 229,713 | 1.26% | 31q | -1.9%-$1.4M |
| Beacon Pointe Advisors, LLC | $68.2M | 225,077 | 0.32% | 27q | +40.6%+$19.7M |
| MAI Capital Management | $67.9M | 224,136 | 0.26% | 31q | +6.1%+$3.9M |
| Wealthquest Corp | $67.6M | 222,880 | 4.26% | 22q | +46.6%+$21.5M |
| US BANCORP \DE\ | $66.5M | 219,466 | 0.07% | 31q | +2.9%+$1.9M |
| Joel Isaacson & Co., LLC | $66.5M | 219,403 | 1.93% | 31q | +3.6%+$2.3M |
| NewEdge Advisors, LLC | $66.5M | 219,247 | 0.20% | 31q | +29.4%+$15.1M |
| SCS Capital Management LLC | $65.2M | 215,155 | 0.62% | 6q | -2.1%-$1.4M |
| WIT, LLC | $64.6M | 213,076 | 1.03% | 23q | -19.4%-$15.5M |
| Savant Capital, LLC | $64.4M | 225,605 | 0.19% | 31q | +130.0%+$36.4M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $63.7M | 210,237 | 0.48% | 4q | HELD |
| CHOREO, LLC | $62.0M | 204,425 | 0.68% | 41q | HELD |
| Ellenbecker Investment Group | $60.6M | 199,894 | 7.04% | 31q | -3.6%-$2.2M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $59.0M | 194,489 | 0.74% | 30q | -39.2%-$38.1M |
| CARY STREET PARTNERS FINANCIAL LLC | $57.7M | 190,361 | 1.26% | 7q | -2.5%-$1.5M |
| American Trust | $57.4M | 189,427 | 4.43% | 19q | +0.6%+$359.2K |
Showing the largest 100 of 2,471 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,404 | $48.7B | 160,751,571 | 140 | 803 | 744 | 0.1% |
| Q1 2026 | 2,318 | $42.7B | 162,802,541 | 113 | 823 | 732 | 0.1% |
| Q4 2025 | 2,293 | $39.3B | 152,320,046 | 87 | 830 | 638 | 0.1% |
| Q3 2025 | 2,123 | $38.6B | 151,828,599 | 113 | 719 | 705 | 0.1% |
| Q2 2025 | 2,072 | $37.0B | 156,221,820 | 108 | 783 | 724 | 0.1% |
| Q1 2025 | 2,062 | $34.0B | 155,004,404 | 93 | 792 | 710 | 0.1% |
| Q4 2024 | 2,081 | $35.9B | 149,795,794 | 92 | 742 | 578 | 0.1% |
| Q3 2024 | 1,873 | $34.2B | 143,949,575 | 114 | 734 | 526 | 0.1% |
| Q2 2024 | 1,815 | $30.5B | 139,982,041 | 96 | 638 | 568 | 0.1% |
| Q1 2024 | 1,786 | $34.6B | 151,232,815 | 102 | 661 | 577 | 0.2% |
| Q4 2023 | 1,754 | $29.1B | 136,386,767 | 118 | 616 | 533 | 0.2% |
| Q3 2023 | 1,549 | $23.6B | 125,066,378 | 49 | 582 | 474 | 0.1% |
| Q2 2023 | 1,544 | $24.6B | 124,161,841 | 75 | 602 | 508 | 0.1% |
| Q1 2023 | 1,489 | $23.3B | 133,069,502 | 64 | 516 | 514 | 0.1% |
| Q4 2022 | 1,413 | $21.1B | 115,532,141 | 83 | 514 | 460 | 0.1% |
| Q3 2022 | 1,538 | $21.4B | 125,053,492 | 61 | 618 | 460 | 0.1% |
| Q2 2022 | 1,552 | $22.7B | 128,619,824 | 63 | 615 | 516 | 0.1% |
| Q1 2022 | 1,599 | $28.0B | 131,685,399 | 73 | 663 | 477 | 0.1% |
| Q4 2021 | 1,617 | $29.9B | 132,495,487 | 96 | 626 | 364 | 0.1% |
| Q3 2021 | 1,407 | $27.6B | 126,049,584 | 68 | 605 | 350 | 0.1% |
| Q2 2021 | 1,394 | $27.6B | 122,737,349 | 90 | 600 | 368 | 0.1% |
| Q1 2021 | 1,367 | $25.5B | 119,219,774 | 110 | 556 | 423 | 0.1% |
| Q4 2020 | 1,292 | $22.3B | 113,279,129 | 103 | 454 | 362 | 1.0% |
| Q3 2020 | 1,113 | $16.6B | 107,771,300 | 54 | 392 | 379 | 0.1% |
| Q2 2020 | 1,102 | $15.5B | 107,009,435 | 111 | 412 | 389 | 0.1% |
| Q1 2020 | 1,049 | $12.4B | 109,051,270 | 88 | 402 | 368 | 0.1% |
| Q4 2019 | 1,102 | $15.1B | 91,148,261 | 66 | 412 | 268 | 0.0% |
| Q3 2019 | 970 | $13.4B | 87,027,200 | 47 | 360 | 294 | 0.1% |
| Q2 2019 | 963 | $13.5B | 86,339,383 | 66 | 348 | 297 | 0.1% |
| Q1 2019 | 959 | $13.0B | 85,394,692 | 75 | 333 | 340 | 0.1% |
| Q4 2018 | 928 | $11.2B | 85,117,503 | 8 | 18 | 14 | 0.0% |