VANGUARD INDEX FDS (VBK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,237
Reporting holders
$14.6B
Reported value
0.1%
Held as options
+66
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/ | $3.1B | 8,482,761 | 0.20% | 31q | +0.5%+$16.3M |
| MORGAN STANLEY | $734.1M | 2,007,340 | 0.04% | 35q | +3.7%+$25.9M |
| ASSETMARK, INC | $588.2M | 1,608,348 | 1.01% | 31q | HELD |
| EP Wealth Advisors, LLC | $373.0M | 1,020,017 | 1.43% | 18q | +26.3%+$77.6M |
| SEI INVESTMENTS CO | $359.4M | 982,654 | 0.32% | 31q | HELD |
| LPL Financial LLC | $334.9M | 915,761 | 0.08% | 31q | +1.9%+$6.1M |
| WELLS FARGO & COMPANY/MN | $301.9M | 825,425 | 0.05% | 31q | -50.7%-$310.8M |
| Corient Private Wealth LP | $299.2M | 818,117 | 0.19% | 15q | -20.7%-$78.0M |
| UBS Group AG | $280.0M | 765,614 | 0.04% | 31q | -0.5%-$1.4M |
| PNC Financial Services Group, Inc. | $248.3M | 679,026 | 0.12% | 31q | -2.7%-$6.8M |
| MATHER GROUP, LLC. | $237.1M | 648,466 | 2.07% | 31q | +7.4%+$16.3M |
| Cohen Klingenstein LLC | $234.4M | 641,022 | 6.71% | 31q | -3.1%-$7.5M |
| JONES FINANCIAL COMPANIES LLLP | $228.3M | 638,366 | 0.09% | 31q | +3.5%+$7.6M |
| ENVESTNET ASSET MANAGEMENT INC | $224.1M | 612,769 | 0.05% | 31q | -3.8%-$9.0M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $196.9M | 538,400 | 1.46% | 31q | HELD |
| CHOREO, LLC | $195.8M | 535,483 | 2.15% | 50q | +0.7%+$1.4M |
| AMERIPRISE FINANCIAL INC | $184.9M | 505,429 | 0.04% | 31q | -48.2%-$171.9M |
| RAYMOND JAMES FINANCIAL INC | $174.2M | 476,329 | 0.05% | 7q | HELD |
| Pathstone Holdings, LLC | $166.9M | 456,269 | 0.49% | 11q | +224.2%+$115.4M |
| Cetera Investment Advisers | $160.7M | 439,364 | 0.15% | 31q | -7.9%-$13.7M |
| RWA WEALTH PARTNERS, LLC | $137.1M | 375,004 | 1.31% | 31q | +1.8%+$2.4M |
| MML INVESTORS SERVICES, LLC | $136.4M | 373,109 | 0.28% | 31q | +13.9%+$16.6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $124.4M | 340,130 | 0.43% | 2q | -7.4%-$9.9M |
| OSAIC HOLDINGS, INC. | $121.1M | 330,779 | 0.14% | 26q | +11.9%+$12.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $119.5M | 326,837 | 0.06% | 31q | +3.1%+$3.6M |
| ROYAL BANK OF CANADA | $118.1M | 322,843 | 0.02% | 31q | +10.0%+$10.7M |
| Rockefeller Capital Management L.P. | $116.8M | 319,268 | 0.18% | 31q | HELD |
| Sand Hill Global Advisors, LLC | $108.6M | 296,997 | 3.27% | 19q | -5.5%-$6.3M |
| HighTower Advisors, LLC | $98.3M | 268,681 | 0.10% | 22q | -1.7%-$1.7M |
| JPMORGAN CHASE & CO | $82.4M | 228,047 | 0.00% | 31q | -6.3%-$5.5M |
| St. Louis Trust Co | $81.6M | 3,648 | 9.32% | 23q | HELD |
| Focus Partners Wealth | $79.8M | 218,136 | 0.08% | 11q | -2.4%-$2.0M |
| Wealthspire Advisors, LLC | $75.0M | 205,004 | 0.41% | 23q | HELD |
| Mariner, LLC | $74.8M | 204,648 | 0.08% | 31q | -3.7%-$2.9M |
| 1832 Asset Management L.P. | $71.9M | 196,613 | 0.04% | 9q | -8.1%-$6.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $70.6M | 193,066 | 0.09% | 31q | -6.4%-$4.8M |
| Savant Capital, LLC | $68.8M | 200,771 | 0.20% | 30q | +217.1%+$47.1M |
| Howard Capital Management, LLC | $67.0M | 183,200 | 0.80% | 2q | HELD |
| US BANCORP \DE\ | $66.6M | 181,979 | 0.07% | 31q | -11.7%-$8.8M |
| Beacon Pointe Advisors, LLC | $62.2M | 170,183 | 0.29% | 30q | -0.9%-$575.2K |
| FIFTH THIRD BANCORP | $57.4M | 156,872 | 0.09% | 31q | -6.2%-$3.8M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $54.5M | 149,149 | 3.08% | 22q | HELD |
| STIFEL FINANCIAL CORP | $54.2M | 148,109 | 0.05% | 31q | HELD |
| Merit Financial Group, LLC | $53.0M | 144,829 | 0.16% | 18q | +81.7%+$23.8M |
| STEPHENS INC /AR/ | $51.4M | 140,559 | 0.58% | 31q | +5.5%+$2.7M |
| Creative Planning | $51.3M | 140,393 | 0.03% | 31q | +13.2%+$6.0M |
| Bragg Financial Advisors, Inc | $51.2M | 139,930 | 1.37% | 31q | +1.5%+$732.1K |
| Rodgers & Associates, LTD | $50.3M | 137,533 | 4.56% | 23q | -1.6%-$796.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $49.8M | 136,150 | 0.27% | 31q | -4.7%-$2.4M |
| Summit Financial Strategies, Inc. | $49.6M | 135,738 | 3.48% | 21q | -1.9%-$961.1K |
| One Day In July LLC | $48.1M | 131,643 | 3.35% | 25q | +2.0%+$932.5K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $45.6M | 124,773 | 3.06% | 15q | +2.5%+$1.1M |
| Strategies Wealth Advisors, LLC | $45.3M | 123,901 | 4.05% | 18q | -14.3%-$7.5M |
| American Financial Advisors, LLC | $41.8M | 114,217 | 5.03% | 31q | -3.0%-$1.3M |
| FMR LLC | $41.5M | 113,480 | 0.00% | 31q | +14.1%+$5.1M |
| Waldron Private Wealth LLC | $37.3M | 102,047 | 1.29% | 31q | -1.1%-$415.1K |
| Brickley Wealth Management | $37.1M | 101,567 | 5.33% | 31q | +0.7%+$272.8K |
| NewEdge Advisors, LLC | $36.6M | 100,187 | 0.11% | 31q | +322.7%+$28.0M |
| Aaron Wealth Advisors LLC | $35.5M | 96,959 | 1.80% | 23q | HELD |
| Kestra Advisory Services, LLC | $34.5M | 94,262 | 0.11% | 24q | -1.2%-$425.3K |
| Arax Advisory Partners | $34.2M | 93,475 | 0.23% | 3q | +96.3%+$16.8M |
| Cresset Asset Management, LLC | $32.7M | 89,369 | 0.12% | 19q | +3.6%+$1.2M |
| BHK Investment Advisors, LLC | $31.5M | 86,081 | 9.40% | 31q | -1.9%-$619.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $31.1M | 85,159 | 0.00% | 12q | -2.5%-$785.9K |
| Sixth Street Partners Management Company, L.P. | $31.1M | 85,159 | 0.00% | new | NEW |
| Avior Wealth Management, LLC | $30.8M | 84,243 | 0.81% | 31q | -35.7%-$17.1M |
| Vision Capital Management, Inc. | $30.7M | 84,065 | 3.51% | 18q | -3.3%-$1.1M |
| Whitaker-Myers Wealth Managers, LTD. | $28.6M | 78,324 | 4.78% | 15q | +3.8%+$1.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $27.9M | 76,169 | 0.02% | 30q | +100.8%+$14.0M |
| GOLDMAN SACHS GROUP INC | $27.6M | 75,560 | 0.00% | 31q | +1.2%+$324.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $27.6M | 77,969 | 0.05% | 12q | +0.6%+$151.9K |
| OpenArc Corporate Advisory, LLC | $26.8M | 73,173 | 0.32% | 3q | +38.9%+$7.5M |
| Quent Capital, LLC | $26.6M | 72,761 | 1.63% | 19q | +1.8%+$482.4K |
| TRUIST FINANCIAL CORP | $25.8M | 70,499 | 0.03% | 31q | -6.0%-$1.7M |
| Atria Investments, Inc | $25.4M | 69,585 | 0.25% | 25q | -2.6%-$668.9K |
| Retirement Investment Advisors, Inc. | $25.2M | 72,220 | 1.80% | 14q | +15.3%+$3.4M |
| Relyea Zuckerberg Hanson LLC | $24.4M | 66,740 | 1.02% | 27q | +172.8%+$15.5M |
| Partners in Financial Planning | $24.2M | 66,268 | 3.67% | 21q | -0.8%-$207.4K |
| Steward Partners Investment Advisory, LLC | $23.8M | 65,040 | 0.12% | 31q | -26.5%-$8.6M |
| SAGE FINANCIAL GROUP INC | $23.8M | 64,985 | 1.32% | 31q | +0.8%+$185.0K |
| CIBC Bancorp USA Inc. | $22.8M | 62,476 | 0.03% | 2q | -4.2%-$1.0M |
| BENJAMIN EDWARDS INC | $22.3M | 60,854 | 0.20% | 29q | +2.0%+$442.7K |
| Robinswood Financial LLC | $21.9M | 59,919 | 6.28% | 13q | +1.5%+$318.9K |
| McAdam, LLC | $21.5M | 58,684 | 0.83% | 25q | -22.3%-$6.1M |
| Asset Management Group, Inc. | $21.1M | 57,788 | 3.09% | 31q | -2.0%-$438.8K |
| Gallagher Fiduciary Advisors, LLC | $21.1M | 57,740 | 0.69% | 14q | -4.5%-$991.8K |
| Cornerstone Management, Inc. | $20.9M | 57,180 | 3.01% | 31q | +78.9%+$9.2M |
| RS CRUM INC. | $20.1M | 54,988 | 3.77% | 19q | HELD |
| PRESILIUM PRIVATE WEALTH, LLC | $20.0M | 54,594 | 3.06% | 15q | HELD |
| Systelligence, LLC | $19.7M | 53,847 | 3.29% | new | NEW |
| Pasadena Private Wealth, LLC | $19.4M | 53,151 | 2.47% | 31q | -2.0%-$394.2K |
| Praetorian Wealth Management, Inc. | $18.9M | 51,662 | 3.26% | 25q | +0.5%+$100.6K |
| Vawter Financial, Ltd. | $18.7M | 51,083 | 7.04% | 15q | -49.9%-$18.6M |
| Cerity Partners LLC | $18.5M | 50,496 | 0.02% | 31q | +18.4%+$2.9M |
| Avantax Planning Partners, Inc. | $18.0M | 49,306 | 0.45% | 20q | -2.4%-$446.5K |
| CAPTRUST FINANCIAL ADVISORS | $18.0M | 49,248 | 0.03% | 31q | +1.9%+$344.1K |
| Focus Financial Network, Inc. | $17.5M | 47,956 | 0.54% | 13q | +2.3%+$398.6K |
| GLENMEDE TRUST CO NA | $17.5M | 47,936 | 0.08% | 29q | +1.9%+$331.0K |
| Peak Retirement Planning, Inc. | $17.5M | 47,871 | 2.77% | 7q | +33.9%+$4.4M |
| Private Advisor Group, LLC | $17.3M | 47,366 | 0.08% | 31q | -49.3%-$16.8M |
Showing the largest 100 of 1,279 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 | 1,237 | $14.6B | 39,929,112 | 115 | 338 | 376 | 0.1% |
| Q1 2026 | 1,171 | $12.4B | 40,853,519 | 78 | 353 | 353 | 0.2% |
| Q4 2025 | 1,169 | $12.6B | 41,668,994 | 85 | 344 | 326 | 0.1% |
| Q3 2025 | 1,076 | $11.8B | 39,497,897 | 69 | 326 | 314 | 0.2% |
| Q2 2025 | 1,055 | $11.0B | 39,685,481 | 85 | 312 | 368 | 0.3% |
| Q1 2025 | 1,024 | $9.9B | 39,318,614 | 49 | 340 | 334 | 0.2% |
| Q4 2024 | 1,065 | $11.3B | 40,344,314 | 58 | 325 | 280 | 0.2% |
| Q3 2024 | 965 | $10.6B | 39,476,327 | 62 | 298 | 273 | 0.2% |
| Q2 2024 | 927 | $9.6B | 38,287,217 | 48 | 293 | 309 | 0.1% |
| Q1 2024 | 933 | $10.7B | 40,993,182 | 83 | 329 | 265 | 0.2% |
| Q4 2023 | 907 | $9.0B | 37,066,474 | 75 | 321 | 218 | 0.2% |
| Q3 2023 | 797 | $7.1B | 33,253,755 | 39 | 286 | 217 | 0.2% |
| Q2 2023 | 787 | $7.5B | 32,734,563 | 56 | 280 | 237 | 0.2% |
| Q1 2023 | 760 | $6.8B | 31,452,687 | 56 | 224 | 244 | 0.3% |
| Q4 2022 | 712 | $6.1B | 30,069,372 | 64 | 218 | 211 | 0.6% |
| Q3 2022 | 796 | $6.1B | 31,112,502 | 47 | 283 | 250 | 0.2% |
| Q2 2022 | 806 | $6.5B | 32,552,980 | 60 | 298 | 256 | 0.5% |
| Q1 2022 | 854 | $7.7B | 30,846,661 | 45 | 304 | 277 | 0.4% |
| Q4 2021 | 897 | $8.7B | 30,992,995 | 71 | 304 | 200 | 0.3% |
| Q3 2021 | 774 | $8.3B | 29,381,674 | 58 | 274 | 190 | 0.2% |
| Q2 2021 | 758 | $8.2B | 28,078,885 | 54 | 267 | 211 | 0.2% |
| Q1 2021 | 753 | $7.6B | 27,689,821 | 70 | 250 | 214 | 0.4% |
| Q4 2020 | 723 | $7.6B | 28,222,794 | 76 | 236 | 163 | 0.9% |
| Q3 2020 | 633 | $5.8B | 27,136,368 | 58 | 183 | 201 | 0.1% |
| Q2 2020 | 610 | $5.6B | 28,126,857 | 105 | 165 | 195 | 0.1% |
| Q1 2020 | 534 | $3.9B | 25,826,640 | 49 | 164 | 203 | 0.1% |
| Q4 2019 | 597 | $4.9B | 24,532,799 | 54 | 185 | 141 | 0.1% |
| Q3 2019 | 510 | $4.4B | 23,931,128 | 38 | 170 | 152 | 0.1% |
| Q2 2019 | 497 | $4.7B | 24,913,818 | 46 | 155 | 141 | 0.3% |
| Q1 2019 | 482 | $4.3B | 23,652,077 | 58 | 140 | 140 | 0.1% |
| Q4 2018 | 453 | $3.6B | 23,802,512 | 4 | 12 | 8 | 0.0% |