VANGUARD INDEX FDS (VBK)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
71
Reporting holders
$237.9M
Reported value
0.0%
Calls
0.0%
Puts
-1,211
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 |
|---|---|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $50.1M | 148,433 | 2.86% | 23q | HELD |
| Whitaker-Myers Wealth Managers, LTD. | $27.0M | 79,966 | 4.40% | 16q | +2.1%+$554.7K |
| FC Advisory LLC | $14.9M | 44,065 | 3.90% | 32q | +3.9%+$559.4K |
| Veery Capital, LLC | $14.2M | 42,054 | 3.79% | 24q | +1.2%+$166.2K |
| INSPIRION WEALTH ADVISORS, LLC | $14.0M | 41,404 | 1.59% | 32q | -1.1%-$152.4K |
| Gladwyn Financial Advisors, Inc. | $12.1M | 35,915 | 7.75% | 6q | +0.5%+$62.5K |
| MassMutual Private Wealth & Trust, FSB | $9.5M | 28,130 | 0.25% | 32q | -4.0%-$401.0K |
| Everhart Financial Group, Inc. | $7.0M | 20,780 | 0.43% | 24q | -6.3%-$472.6K |
| ECLECTIC ASSOCIATES INC /ADV | $6.4M | 19,086 | 0.72% | 20q | -1.6%-$106.1K |
| Prosperity Planning, Inc. | $6.4M | 18,855 | 1.41% | 24q | HELD |
| Councilor Wealth, LLC | $5.9M | 17,442 | 2.43% | 12q | -1.0%-$61.1K |
| DIVERSIFIED MANAGEMENT INC | $4.6M | 13,566 | 0.80% | 4q | +37.5%+$1.3M |
| Acropolis Investment Management, LLC | $4.6M | 13,495 | 0.18% | 32q | -46.7%-$4.0M |
| RTD Financial Advisors, Inc. | $4.5M | 13,418 | 0.50% | 20q | -1.5%-$69.6K |
| Valeo Financial Advisors, LLC | $4.3M | 12,765 | 0.09% | 16q | -2.2%-$97.0K |
| Farther Finance Advisors, LLC | $4.3M | 12,750 | 0.03% | 16q | +25.5%+$876.3K |
| Friday Financial | $3.7M | 10,927 | 0.74% | 8q | +134.9%+$2.1M |
| RIVERSEDGE ADVISORS, LLC | $3.5M | 10,476 | 0.44% | 21q | -1.0%-$36.8K |
| Apella Capital, LLC | $3.3M | 9,617 | 0.04% | 14q | -8.9%-$321.4K |
| Capital Advisors Wealth Management, LLC | $2.8M | 8,147 | 0.31% | 23q | HELD |
| SAPIENT CAPITAL LLC | $2.7M | 8,093 | 0.04% | 8q | -50.0%-$2.7M |
| TITLEIST ASSET MANAGEMENT, LLC | $2.6M | 7,554 | 0.16% | 15q | -54.5%-$3.1M |
| VISTA INVESTMENT PARTNERS LLC | $2.5M | 7,334 | 0.65% | 2q | -0.8%-$20.3K |
| JUNCTURE WEALTH STRATEGIES, LLC | $2.3M | 6,938 | 0.60% | 13q | +0.8%+$18.6K |
| Kure Advisory, LLC | $1.9M | 5,739 | 0.90% | 12q | +3.0%+$56.4K |
| VALLEY WEALTH MANAGERS, INC. | $1.7M | 4,944 | 0.09% | 29q | -0.8%-$12.8K |
| Trust Co | $1.5M | 4,582 | 0.13% | 21q | +8.8%+$125.0K |
| Avidian Wealth Enterprises, LLC | $1.5M | 4,517 | 0.04% | 15q | -4.3%-$69.2K |
| Wedmont Private Capital | $1.5M | 4,329 | 0.04% | 20q | -9.3%-$151.5K |
| Sunburst Financial Group, LLC | $1.3M | 3,908 | 0.21% | 12q | HELD |
| CoreCap Advisors, LLC | $1.1M | 3,186 | 0.03% | 9q | -1.3%-$14.2K |
| PARK NATIONAL CORP /OH/ | $1.0M | 3,107 | 0.03% | 3q | -45.2%-$864.5K |
| Elm3 Financial Group, LLC | $1.0M | 2,961 | 0.67% | 4q | -3.1%-$32.4K |
| Wisconsin Wealth Advisors, LLC | $943.2K | 2,792 | 0.79% | 8q | HELD |
| Heartwood Wealth Advisors LLC | $864.8K | 2,560 | 0.07% | 28q | HELD |
| Decker Wealth Management LLC | $857.8K | 2,539 | 0.17% | 4q | HELD |
| Balefire, LLC | $844.9K | 2,501 | 0.13% | 6q | -9.2%-$85.8K |
| STEPH & CO | $805.0K | 2,383 | 0.21% | 18q | -3.2%-$26.4K |
| First Heartland Consultants, Inc. | $747.8K | 2,214 | 0.05% | 11q | -55.4%-$929.2K |
| WALLER FINANCIAL PLANNING GROUP, INC | $603.4K | 1,786 | 0.12% | 32q | HELD |
| Apeiron RIA LLC | $508.2K | 1,493 | 0.12% | new | NEW |
| Kaizen Financial Strategies | $501.8K | 1,485 | 0.20% | 11q | HELD |
| Asempa Wealth Advisors | $489.1K | 1,437 | 0.37% | 4q | -4.3%-$22.1K |
| Planning Strategies Inc. | $424.3K | 1,256 | 0.25% | 2q | -3.0%-$13.2K |
| Peterson Wealth Advisors, LLC | $417.4K | 1,235 | 0.05% | 6q | HELD |
| M.E. ALLISON & CO., INC. | $367.9K | 1,089 | 0.21% | 8q | HELD |
| LifeGoal Investments, LLC | $359.0K | 1,063 | 0.11% | new | NEW |
| CHAPIN DAVIS, INC. | $341.2K | 1,010 | 0.07% | 12q | +4.1%+$13.5K |
| Atlas Brown,Inc. | $334.5K | 990 | 0.09% | 5q | +38.5%+$92.9K |
| Tactive Advisors, LLC | $326.7K | 967 | 0.08% | 6q | -35.4%-$179.1K |
| Galvin, Gaustad & Stein, LLC | $312.8K | 926 | 0.02% | 12q | HELD |
| LWM ADVISORS INC | $299.0K | 885 | 0.23% | 8q | +4.0%+$11.5K |
| CYPRESS FINANCIAL PLANNING LLC | $282.1K | 835 | 0.08% | 2q | HELD |
| Breakwater Capital Group | $221.3K | 655 | 0.03% | new | NEW |
| RFG - Bristol Wealth Advisors, LLC | $202.4K | 599 | 0.05% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $188.8K | 559 | 0.02% | 4q | -59.4%-$276.0K |
| ARMSTRONG ADVISORY GROUP, INC | $144.2K | 427 | 0.01% | 16q | HELD |
| ATWOOD & PALMER INC | $108.9K | 322 | 0.01% | 5q | HELD |
| Bullock Wealth Management Group | $99.4K | 292 | 0.04% | 11q | HELD |
| GAMMA Investing LLC | $93.2K | 276 | 0.00% | 11q | HELD |
| EASTERN BANK | $72.0K | 213 | 0.00% | 9q | +73.2%+$30.4K |
| Bangor Savings Bank | $57.1K | 169 | 0.00% | 18q | -4.5%-$2.7K |
| Grove Bank & Trust | $42.6K | 126 | 0.00% | 16q | HELD |
| Davis Capital Management | $32.4K | 96 | 0.02% | 13q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $24.7K | 73 | 0.00% | 4q | HELD |
| TOMPKINS FINANCIAL CORP | $23.6K | 70 | 0.00% | 31q | HELD |
| CONGRESS ASSET MANAGEMENT CO | $20.6K | 20,616 | 0.00% | 13q | -71.6%-$52.1K |
| GK Wealth Management LLC | $13.2K | 39 | 0.01% | new | NEW |
| FIRST COMMUNITY TRUST NA | $8.1K | 24 | 0.00% | 5q | HELD |
| CX Institutional | $7.5K | 22,081 | 0.20% | 31q | +6.3% |
| GoalVest Advisory LLC | $4.4K | 13 | 0.00% | 2q | HELD |
| Rosenberg Matthew Hamilton | $1.4K | 4 | 0.00% | 3q | HELD |
| Central Pacific Bank - Trust Division | $1.0K | 3 | 0.00% | 11q | HELD |
| WoodTrust Financial Corp | $593 | 1,754 | 0.07% | 5q | -1.7% |
| Polaris Financial Partners | $11 | 32 | 0.00% | new | FIRST |
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 | 71 | $237.9M | 703,889 | 5 | 14 | 27 | 0.0% |
| Q2 2026 | 1,282 | $15.0B | 41,157,117 | 117 | 355 | 384 | 0.1% |
| Q1 2026 | 1,213 | $12.5B | 41,309,600 | 83 | 366 | 363 | 0.2% |
| Q4 2025 | 1,215 | $13.1B | 42,551,365 | 88 | 360 | 338 | 0.1% |
| Q3 2025 | 1,119 | $12.0B | 40,206,713 | 74 | 338 | 329 | 0.2% |
| Q2 2025 | 1,105 | $11.3B | 40,869,143 | 91 | 322 | 393 | 0.3% |
| Q1 2025 | 1,080 | $10.2B | 40,607,440 | 51 | 361 | 352 | 0.2% |
| Q4 2024 | 1,124 | $38.2B | 136,473,333 | 66 | 343 | 291 | 0.1% |
| Q3 2024 | 1,025 | $36.3B | 135,717,065 | 71 | 318 | 293 | 0.1% |
| Q2 2024 | 983 | $33.4B | 133,374,151 | 53 | 313 | 329 | 0.0% |
| Q1 2024 | 998 | $11.1B | 42,534,582 | 91 | 354 | 279 | 0.1% |
| Q4 2023 | 977 | $9.3B | 38,520,604 | 80 | 353 | 237 | 0.2% |
| Q3 2023 | 869 | $7.5B | 34,726,321 | 50 | 310 | 238 | 0.2% |
| Q2 2023 | 860 | $7.9B | 34,129,680 | 62 | 305 | 265 | 0.2% |
| Q1 2023 | 847 | $7.2B | 33,231,043 | 62 | 251 | 279 | 0.3% |
| Q4 2022 | 852 | $7.2B | 35,954,402 | 73 | 265 | 260 | 0.5% |
| 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% |