VANGUARD INDEX FDS (VB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
150
Reporting holders
$657.7M
Reported value
0.0%
Calls
0.0%
Puts
-2,336
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 |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | $108.8M | 382,477 | 8.59% | 28q | HELD |
| Apella Capital, LLC | $48.6M | 169,474 | 0.62% | 26q | +14.5%+$6.2M |
| SEARCY FINANCIAL SERVICES INC /ADV | $30.4M | 106,739 | 10.86% | 6q | -2.4%-$736.5K |
| INSPIRION WEALTH ADVISORS, LLC | $27.6M | 97,054 | 3.14% | 32q | +1.5%+$406.5K |
| Farther Finance Advisors, LLC | $19.6M | 68,876 | 0.14% | 16q | +35.7%+$5.2M |
| Acropolis Investment Management, LLC | $18.4M | 64,670 | 0.74% | 32q | -51.1%-$19.2M |
| Wedmont Private Capital | $18.3M | 63,477 | 0.44% | 20q | +5.4%+$939.4K |
| GoalFusion Wealth Management, LLC | $16.6M | 58,201 | 6.62% | 20q | +1.4%+$223.9K |
| ATMOS ADVISORY, LLC | $16.5M | 58,074 | 8.80% | 20q | HELD |
| Frisco Financial Planning LLC | $15.0M | 52,749 | 11.68% | 8q | -1.5%-$225.0K |
| Arbor Wealth Advisors LLC | $14.0M | 49,067 | 8.69% | 12q | -2.6%-$373.8K |
| Capital Advisors Wealth Management, LLC | $13.7M | 48,022 | 1.54% | 12q | +9.9%+$1.2M |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $12.9M | 45,434 | 1.12% | 9q | -1.7%-$227.0K |
| Horizons Wealth Management | $11.4M | 39,982 | 7.09% | 17q | -1.0%-$115.5K |
| Kearns & Associates LLC | $11.2M | 39,327 | 5.14% | 20q | HELD |
| Capital Planning LLC | $10.8M | 37,842 | 2.86% | 24q | -2.5%-$276.5K |
| Silverleafe Capital Partners, LLC | $10.5M | 36,935 | 2.99% | 5q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $9.8M | 34,614 | 2.65% | 12q | +2.4%+$227.6K |
| SAPIENT CAPITAL LLC | $9.4M | 33,028 | 0.13% | 12q | -33.5%-$4.7M |
| Venture Visionary Partners LLC | $8.6M | 30,362 | 0.23% | 24q | +2.4%+$206.5K |
| WALLER FINANCIAL PLANNING GROUP, INC | $8.5M | 29,962 | 1.73% | 32q | HELD |
| STEPH & CO | $7.6M | 26,611 | 1.93% | 28q | -6.0%-$485.9K |
| Grove Bank & Trust | $7.0M | 24,689 | 0.70% | 32q | HELD |
| Peterson Wealth Advisors, LLC | $7.0M | 24,544 | 0.81% | 28q | -2.0%-$140.8K |
| McNaughton Wealth Management, LLC | $6.9M | 24,204 | 2.41% | 7q | +2.5%+$167.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $6.4M | 22,522 | 0.41% | 11q | -35.1%-$3.5M |
| Councilor Wealth, LLC | $6.3M | 22,269 | 2.61% | 12q | -2.7%-$173.5K |
| Box Hill Private Wealth LLC | $5.9M | 20,623 | 4.27% | 4q | +8.7%+$468.8K |
| RTD Financial Advisors, Inc. | $5.6M | 19,812 | 0.62% | 20q | -3.5%-$206.5K |
| First Heartland Consultants, Inc. | $5.6M | 19,645 | 0.37% | 32q | -3.5%-$201.4K |
| Pathway Financial Advisors LLC | $5.3M | 18,758 | 0.59% | 31q | -2.8%-$155.3K |
| Wealth Science Advisors LLC | $5.1M | 18,099 | 2.16% | 4q | +5.4%+$263.2K |
| Cassilly Financial Group LLC | $5.1M | 17,830 | 3.41% | 4q | -38.1%-$3.1M |
| KFA Private Wealth Group, LLC | $4.9M | 17,116 | 1.15% | 27q | +8.3%+$371.3K |
| CoreCap Advisors, LLC | $4.6M | 16,254 | 0.13% | 9q | -2.3%-$109.8K |
| Allen Mooney & Barnes Investment Advisors LLC | $4.6M | 16,109 | 0.68% | 19q | -4.7%-$228.4K |
| Factor Wealth Management LTD | $4.4M | 15,631 | 0.68% | 8q | -2.2%-$101.3K |
| Midwest Financial Partners Investments, Inc. | $4.3M | 15,028 | 1.64% | 4q | -2.9%-$127.5K |
| General Partner, Inc. | $3.9M | 13,534 | 2.06% | 16q | HELD |
| Ridgewood Investments LLC | $3.8M | 13,425 | 1.41% | 25q | +2.3%+$86.5K |
| Taylor & Morgan Wealth Management, LLC | $3.8M | 13,341 | 1.82% | 20q | HELD |
| jvl associates llc | $3.7M | 13,166 | 1.08% | 17q | -0.9%-$33.6K |
| Valeo Financial Advisors, LLC | $3.7M | 12,881 | 0.08% | 32q | -18.0%-$804.8K |
| Gainplan LLC | $3.4M | 12,052 | 1.33% | 28q | HELD |
| Hummer Financial Advisory Services Inc | $3.4M | 11,802 | 2.19% | 28q | HELD |
| BOS Asset Management, LLC | $3.3M | 11,620 | 0.77% | 16q | HELD |
| Baron Financial Group, LLC | $3.2M | 11,384 | 1.58% | 12q | -2.0%-$65.4K |
| BRIGHTON SECURITIES CORP. | $3.2M | 11,211 | 1.33% | 6q | +7.7%+$228.2K |
| Roth Financial Partners LLC | $3.2M | 11,075 | 0.94% | 24q | -2.0%-$64.0K |
| Graves Light Lenhart Wealth, Inc. | $3.1M | 10,795 | 0.29% | 31q | -3.5%-$110.1K |
| Galvin, Gaustad & Stein, LLC | $2.9M | 10,357 | 0.22% | 24q | -8.1%-$260.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.9M | 10,107 | 0.03% | 3q | +31.8%+$693.9K |
| MassMutual Private Wealth & Trust, FSB | $2.6M | 9,157 | 0.07% | 32q | +0.7%+$17.6K |
| ECLECTIC ASSOCIATES INC /ADV | $2.5M | 8,883 | 0.28% | 24q | +1.2%+$29.0K |
| Canandaigua National Trust Co of Florida | $2.2M | 7,735 | 1.22% | 8q | +15.3%+$291.6K |
| Avidian Wealth Enterprises, LLC | $2.2M | 7,621 | 0.06% | 13q | +2.6%+$54.3K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $2.1M | 7,476 | 0.30% | 30q | -0.5%-$11.1K |
| Noble Wealth Management PBC | $2.0M | 7,119 | 0.91% | 7q | -5.6%-$119.5K |
| COLLECTIVE FAMILY OFFICE LLC | $2.0M | 7,008 | 0.41% | 24q | +0.6%+$11.7K |
| Planning Strategies Inc. | $1.9M | 6,767 | 1.14% | 2q | +14.1%+$238.1K |
| Bath Savings Trust Co | $1.9M | 6,648 | 0.20% | 15q | +6.7%+$119.2K |
| PARK NATIONAL CORP /OH/ | $1.9M | 6,553 | 0.05% | 16q | -8.6%-$174.4K |
| New Covenant Trust Company, N.A. | $1.8M | 6,252 | 1.23% | 11q | +6.9%+$114.4K |
| Wisconsin Wealth Advisors, LLC | $1.8M | 6,161 | 1.47% | 8q | -4.0%-$73.4K |
| Marquette Asset Management, LLC | $1.7M | 5,967 | 0.22% | 32q | -0.9%-$16.2K |
| Cooper Financial Group | $1.6M | 5,704 | 0.13% | 15q | +3.2%+$50.1K |
| Everhart Financial Group, Inc. | $1.6M | 5,632 | 0.10% | 24q | +1.3%+$20.8K |
| Trinity Financial Advisors LLC | $1.6M | 5,558 | 0.41% | 24q | -2.3%-$37.8K |
| Pioneer Wealth Management Group | $1.6M | 5,527 | 0.37% | 15q | -15.6%-$291.0K |
| SigFig Wealth Management, LLC | $1.5M | 5,226 | 0.04% | 32q | -8.3%-$135.4K |
| Asempa Wealth Advisors | $1.4M | 4,988 | 1.09% | 4q | -4.4%-$65.3K |
| Sunburst Financial Group, LLC | $1.4M | 4,972 | 0.22% | 17q | HELD |
| Lincoln Capital LLC | $1.4M | 4,876 | 0.24% | 24q | +1.6%+$21.6K |
| Vilga Financial Planning LLC | $1.3M | 4,712 | 0.80% | 2q | -1.1%-$14.5K |
| Elm3 Financial Group, LLC | $1.3M | 4,589 | 0.87% | 8q | -0.9%-$11.9K |
| Hiley Hunt Wealth Management | $1.3M | 4,508 | 0.50% | 12q | -3.9%-$52.3K |
| Post Resch Tallon Group Inc. | $1.3M | 4,442 | 0.87% | 8q | +3.9%+$47.2K |
| Atlas Brown,Inc. | $1.2M | 4,207 | 0.32% | 5q | +26.0%+$246.7K |
| Sound Income Strategies, LLC | $1.2M | 3,999 | 0.05% | 12q | +22.8%+$213.4K |
| FC Advisory LLC | $1.1M | 3,983 | 0.30% | 25q | +0.8%+$9.4K |
| TOMPKINS FINANCIAL CORP | $1.1M | 3,965 | 0.08% | 31q | -4.6%-$54.1K |
| Coastline Trust Co | $1.1M | 3,747 | 0.10% | 14q | -13.6%-$167.3K |
| GAMMA Investing LLC | $1.0M | 3,584 | 0.03% | 12q | HELD |
| FIRST COMMUNITY TRUST NA | $976.9K | 3,434 | 0.33% | 16q | +21.1%+$170.4K |
| Bangor Savings Bank | $932.8K | 3,279 | 0.07% | 32q | +4.8%+$42.7K |
| ROCKLAND TRUST CO | $928.0K | 3,262 | 0.04% | 5q | +12.8%+$105.0K |
| DIVERSIFIED MANAGEMENT INC | $846.3K | 2,975 | 0.15% | 4q | HELD |
| Tactive Advisors, LLC | $739.7K | 2,600 | 0.18% | 10q | -20.3%-$188.6K |
| GK Wealth Management LLC | $710.6K | 2,497 | 0.40% | 2q | -38.1%-$436.5K |
| Bank of New Hampshire | $673.7K | 2,368 | 0.15% | 22q | -1.3%-$9.1K |
| Cadent Capital Advisors, LLC | $629.4K | 2,212 | 0.13% | 13q | -67.0%-$1.3M |
| CHAPIN DAVIS, INC. | $601.1K | 2,113 | 0.12% | 16q | HELD |
| TILIA FIDUCIARY PARTNERS, INC. | $544.8K | 1,914 | 0.13% | 5q | +100.4%+$273.0K |
| ELEVATION WEALTH PARTNERS, LLC | $543.6K | 1,911 | 0.15% | 15q | -1.7%-$9.7K |
| CYPRESS FINANCIAL PLANNING LLC | $529.4K | 1,861 | 0.14% | 6q | HELD |
| EASTERN BANK | $526.6K | 1,851 | 0.01% | 9q | -26.2%-$187.2K |
| Kaizen Financial Strategies | $523.2K | 1,839 | 0.21% | 12q | HELD |
| Montecito Bank & Trust | $508.1K | 1,786 | 0.08% | 31q | HELD |
| ARMSTRONG HENRY H ASSOCIATES INC | $496.4K | 1,745 | 0.04% | 7q | HELD |
| PFW Advisors LLC | $487.6K | 1,714 | 0.14% | 14q | HELD |
Showing the largest 100 of 152 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 | 150 | $657.7M | 2,309,378 | 2 | 44 | 53 | 0.0% |
| Q2 2026 | 2,486 | $51.3B | 169,304,564 | 145 | 835 | 762 | 0.1% |
| Q1 2026 | 2,393 | $43.6B | 166,449,803 | 116 | 852 | 753 | 0.1% |
| Q4 2025 | 2,374 | $43.1B | 158,940,426 | 89 | 848 | 665 | 0.1% |
| Q3 2025 | 2,200 | $39.9B | 156,886,814 | 117 | 739 | 735 | 0.1% |
| Q2 2025 | 2,168 | $38.5B | 162,119,449 | 111 | 817 | 755 | 0.1% |
| Q1 2025 | 2,161 | $35.3B | 160,910,888 | 98 | 822 | 743 | 0.1% |
| Q4 2024 | 2,190 | $70.4B | 293,114,506 | 107 | 776 | 601 | 0.0% |
| Q3 2024 | 1,977 | $35.5B | 149,525,161 | 126 | 767 | 555 | 0.1% |
| Q2 2024 | 1,921 | $32.3B | 147,620,886 | 106 | 669 | 603 | 0.1% |
| Q1 2024 | 1,899 | $36.5B | 159,613,088 | 108 | 705 | 610 | 0.2% |
| Q4 2023 | 1,878 | $31.0B | 144,953,026 | 128 | 662 | 565 | 0.2% |
| Q3 2023 | 1,675 | $52.5B | 277,726,152 | 61 | 623 | 511 | 0.1% |
| Q2 2023 | 1,675 | $26.2B | 132,125,720 | 79 | 646 | 556 | 0.1% |
| Q1 2023 | 1,646 | $25.0B | 142,043,997 | 70 | 584 | 557 | 0.1% |
| Q4 2022 | 1,660 | $24.3B | 132,821,993 | 94 | 624 | 532 | 0.1% |
| Q3 2022 | 1,539 | $21.4B | 125,084,434 | 61 | 619 | 460 | 0.1% |
| Q2 2022 | 1,553 | $22.7B | 128,649,645 | 63 | 616 | 516 | 0.1% |
| Q1 2022 | 1,600 | $28.0B | 131,713,717 | 73 | 664 | 477 | 0.1% |
| Q4 2021 | 1,618 | $29.9B | 132,522,868 | 96 | 627 | 364 | 0.1% |
| Q3 2021 | 1,408 | $27.6B | 126,076,179 | 68 | 606 | 350 | 0.1% |
| Q2 2021 | 1,395 | $27.6B | 122,762,791 | 90 | 600 | 368 | 0.1% |
| Q1 2021 | 1,368 | $25.5B | 119,245,143 | 110 | 557 | 423 | 0.1% |
| Q4 2020 | 1,293 | $22.3B | 113,304,179 | 103 | 455 | 362 | 1.0% |
| Q3 2020 | 1,114 | $16.6B | 107,792,237 | 54 | 393 | 379 | 0.1% |
| Q2 2020 | 1,103 | $15.5B | 107,014,192 | 112 | 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% |