VANGUARD INDEX FDS (VBR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,707
Reporting holders
$19.9B
Reported value
0.1%
Held as options
+55
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/ | $3.3B | 13,679,532 | 0.21% | 31q | +2.1%+$67.7M |
| ASSETMARK, INC | $1.2B | 4,872,925 | 2.04% | 31q | +19.5%+$192.9M |
| MORGAN STANLEY | $938.8M | 3,863,641 | 0.05% | 35q | +1.2%+$11.4M |
| ASPIRIANT, LLC | $424.2M | 1,745,538 | 10.47% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $407.3M | 1,676,389 | 0.07% | 31q | -50.4%-$414.0M |
| ENVESTNET ASSET MANAGEMENT INC | $387.2M | 1,593,329 | 0.09% | 31q | -1.2%-$4.8M |
| LPL Financial LLC | $375.2M | 1,544,049 | 0.08% | 31q | +4.2%+$15.3M |
| SEI INVESTMENTS CO | $368.2M | 1,515,431 | 0.32% | 31q | +1.9%+$7.0M |
| UBS Group AG | $356.4M | 1,466,671 | 0.05% | 31q | -0.7%-$2.4M |
| CAPTRUST FINANCIAL ADVISORS | $314.5M | 1,294,112 | 0.48% | 31q | HELD |
| Cetera Investment Advisers | $292.0M | 1,201,689 | 0.27% | 31q | +3.2%+$9.0M |
| JONES FINANCIAL COMPANIES LLLP | $251.3M | 1,035,273 | 0.10% | 31q | +5.2%+$12.3M |
| RAYMOND JAMES FINANCIAL INC | $249.2M | 1,025,471 | 0.07% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $207.8M | 854,208 | 0.24% | 26q | +5.6%+$10.9M |
| PNC Financial Services Group, Inc. | $205.2M | 844,489 | 0.10% | 31q | HELD |
| Focus Partners Wealth | $202.5M | 833,299 | 0.21% | 11q | HELD |
| CHOREO, LLC | $198.1M | 815,364 | 2.17% | 50q | -0.8%-$1.6M |
| Savant Capital, LLC | $187.8M | 794,000 | 0.55% | 31q | +185.6%+$122.1M |
| HighTower Advisors, LLC | $184.9M | 761,123 | 0.18% | 22q | -1.3%-$2.4M |
| JPMORGAN CHASE & CO | $170.6M | 702,244 | 0.01% | 31q | -6.7%-$12.2M |
| AMERIPRISE FINANCIAL INC | $164.1M | 675,077 | 0.03% | 31q | -50.0%-$164.2M |
| Allworth Financial LP | $160.0M | 658,265 | 0.68% | 31q | -19.5%-$38.7M |
| Pathstone Holdings, LLC | $155.3M | 639,128 | 0.45% | 11q | +306.7%+$117.1M |
| MATHER GROUP, LLC. | $152.2M | 626,525 | 1.33% | 31q | HELD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $150.1M | 617,562 | 0.52% | 2q | -5.4%-$8.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $133.9M | 550,938 | 0.17% | 31q | -2.2%-$3.0M |
| RWA WEALTH PARTNERS, LLC | $130.1M | 535,469 | 1.25% | 16q | +2.4%+$3.1M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $123.7M | 509,083 | 0.92% | 31q | +2.8%+$3.3M |
| ROYAL BANK OF CANADA | $117.9M | 485,216 | 0.02% | 31q | +0.6%+$655.8K |
| Mariner, LLC | $115.3M | 474,531 | 0.12% | 31q | HELD |
| Rockefeller Capital Management L.P. | $113.8M | 468,410 | 0.17% | 31q | +0.9%+$1.0M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $112.5M | 463,142 | 6.36% | 27q | HELD |
| Corient Private Wealth LP | $105.7M | 435,160 | 0.07% | 15q | +28.0%+$23.2M |
| Retirement Investment Advisors, Inc. | $96.3M | 398,418 | 6.87% | 14q | +1.1%+$1.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $93.8M | 385,819 | 0.05% | 31q | +1.6%+$1.5M |
| BANK OF MONTREAL /CAN/ | $93.1M | 382,947 | 0.03% | 31q | +2.4%+$2.2M |
| Retirement Systems of Alabama | $92.9M | 382,480 | 0.28% | 24q | HELD |
| JMG Financial Group, Ltd. | $92.3M | 379,798 | 2.23% | 17q | -3.2%-$3.0M |
| STIFEL FINANCIAL CORP | $89.3M | 367,336 | 0.07% | 31q | -1.0%-$944.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $88.2M | 362,924 | 0.05% | 30q | +100.9%+$44.3M |
| Creative Planning | $83.1M | 341,900 | 0.05% | 31q | +8.5%+$6.5M |
| Modera Wealth Management, LLC | $80.6M | 331,750 | 0.86% | 31q | -2.2%-$1.8M |
| Mokosak Advisory Group, LLC | $79.7M | 327,918 | 17.26% | 31q | +1.1%+$832.0K |
| Cresset Asset Management, LLC | $78.8M | 324,328 | 0.29% | 25q | +2.3%+$1.7M |
| Rodgers & Associates, LTD | $78.3M | 322,177 | 7.11% | 23q | +1.5%+$1.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $76.8M | 317,453 | 0.13% | 22q | -2.2%-$1.7M |
| STEPHENS INC /AR/ | $73.6M | 302,916 | 0.82% | 31q | +10.7%+$7.1M |
| 1832 Asset Management L.P. | $72.3M | 297,518 | 0.04% | 18q | HELD |
| Bragg Financial Advisors, Inc | $70.6M | 290,690 | 1.89% | 31q | -1.9%-$1.4M |
| Mason Investment Advisory Services, Inc. | $68.6M | 282,251 | 2.61% | 30q | HELD |
| GOLDMAN SACHS GROUP INC | $63.5M | 261,253 | 0.01% | 31q | -1.0%-$649.0K |
| Financial Advisory Corp | $62.8M | 258,499 | 8.33% | 7q | -9.2%-$6.4M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $62.7M | 258,163 | 0.35% | 31q | -4.9%-$3.2M |
| BAILARD, INC. | $62.6M | 257,473 | 1.27% | 31q | +1.5%+$920.7K |
| Everhart Financial Group, Inc. | $62.1M | 255,385 | 3.97% | 23q | +352.8%+$48.4M |
| Merit Financial Group, LLC | $61.8M | 254,440 | 0.19% | 23q | +79.9%+$27.5M |
| Cerity Partners LLC | $60.4M | 248,766 | 0.07% | 23q | -7.0%-$4.5M |
| Discipline Wealth Solutions, LLC | $60.3M | 247,996 | 5.26% | 11q | +4.3%+$2.5M |
| WIT, LLC | $58.9M | 242,389 | 0.94% | 5q | -3.1%-$1.9M |
| Zhang Financial LLC | $54.9M | 226,097 | 1.60% | 58q | HELD |
| Summit Financial, LLC | $54.3M | 223,617 | 0.60% | 31q | +3.6%+$1.9M |
| Abacus Planning Group, Inc. | $53.8M | 221,445 | 6.65% | 29q | +4.2%+$2.2M |
| FIFTH THIRD BANCORP | $53.0M | 218,163 | 0.09% | 31q | -2.3%-$1.3M |
| Wealthspire Advisors, LLC | $52.8M | 217,250 | 0.29% | 23q | +5.8%+$2.9M |
| Opal Wealth Advisors, LLC | $48.5M | 199,493 | 10.47% | 15q | +0.7%+$341.4K |
| Beacon Pointe Advisors, LLC | $47.6M | 196,061 | 0.22% | 31q | +9.3%+$4.1M |
| Kestra Advisory Services, LLC | $46.9M | 192,874 | 0.15% | 24q | HELD |
| US BANCORP \DE\ | $45.7M | 187,984 | 0.05% | 31q | +6.7%+$2.9M |
| MML INVESTORS SERVICES, LLC | $45.5M | 187,080 | 0.09% | 31q | +7.5%+$3.2M |
| Foster Group, Inc. | $44.9M | 184,812 | 1.19% | 23q | -1.1%-$481.6K |
| Comprehensive Financial Management LLC | $44.8M | 184,376 | 1.47% | 25q | HELD |
| Sanctuary Advisors, LLC | $42.5M | 174,818 | 0.20% | 9q | +3.3%+$1.3M |
| TRUIST FINANCIAL CORP | $41.4M | 170,343 | 0.05% | 31q | -31.4%-$18.9M |
| FMR LLC | $40.6M | 167,237 | 0.00% | 31q | +4.5%+$1.8M |
| Baird Financial Group, Inc. | $39.1M | 160,911 | 0.05% | 31q | +5.9%+$2.2M |
| NewEdge Advisors, LLC | $38.4M | 158,217 | 0.11% | 31q | +201.9%+$25.7M |
| Equitable Holdings, Inc. | $37.7M | 155,199 | 0.23% | 27q | +2.2%+$829.8K |
| Strategies Wealth Advisors, LLC | $37.1M | 152,687 | 3.32% | 18q | -12.7%-$5.4M |
| Asset Management Group, Inc. | $36.5M | 150,058 | 5.34% | 31q | -1.7%-$633.0K |
| Marotta Asset Management | $35.9M | 147,806 | 5.97% | 26q | HELD |
| WALLER FINANCIAL PLANNING GROUP, INC | $35.6M | 146,704 | 7.34% | 31q | -6.7%-$2.6M |
| Waldron Private Wealth LLC | $35.2M | 144,689 | 1.22% | 31q | -8.0%-$3.1M |
| Aaron Wealth Advisors LLC | $34.5M | 142,094 | 1.75% | 23q | -5.9%-$2.2M |
| Northwest Quadrant Wealth Management, LLC | $34.0M | 139,983 | 6.30% | 29q | +2.6%+$846.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $33.9M | 139,326 | 0.00% | 12q | -2.3%-$800.4K |
| Sixth Street Partners Management Company, L.P. | $33.9M | 139,326 | 0.00% | new | NEW |
| Grove Street Fiduciary, LLC | $32.8M | 134,962 | 13.85% | 3q | -2.0%-$660.9K |
| Verus Financial Partners, Inc. | $32.2M | 132,360 | 2.75% | 27q | -1.7%-$561.5K |
| 25 LLC | $31.9M | 131,378 | 8.74% | 14q | HELD |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $31.9M | 131,099 | 0.46% | 31q | +2.0%+$633.2K |
| Grey Fox Wealth Advisors, LLC | $31.7M | 130,298 | 4.97% | 15q | +5.3%+$1.6M |
| Wealth Architects, LLC | $31.4M | 129,165 | 2.48% | 31q | -1.9%-$621.3K |
| Brickley Wealth Management | $30.6M | 126,040 | 4.40% | 31q | +1.0%+$294.7K |
| &PARTNERS | $30.5M | 125,363 | 0.13% | 11q | +18.8%+$4.8M |
| BHK Investment Advisors, LLC | $30.3M | 124,520 | 9.04% | 31q | -0.6%-$193.4K |
| McAdam, LLC | $28.2M | 116,187 | 1.09% | 25q | -13.0%-$4.2M |
| Plante Moran Financial Advisors, LLC | $28.2M | 116,033 | 1.31% | 31q | -11.3%-$3.6M |
| Focus Partners Advisor Solutions, LLC | $27.9M | 114,999 | 0.24% | 18q | -12.8%-$4.1M |
| Whitaker-Myers Wealth Managers, LTD. | $27.9M | 114,681 | 4.65% | 15q | +6.3%+$1.7M |
| JOHNSON INVESTMENT COUNSEL INC | $27.8M | 114,613 | 0.20% | 31q | +10.9%+$2.7M |
Showing the largest 100 of 1,762 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 | 1,707 | $19.9B | 81,747,976 | 106 | 491 | 554 | 0.1% |
| Q1 2026 | 1,652 | $18.0B | 82,597,015 | 107 | 529 | 515 | 0.1% |
| Q4 2025 | 1,603 | $17.5B | 82,390,070 | 70 | 522 | 443 | 0.1% |
| Q3 2025 | 1,520 | $16.9B | 80,952,584 | 96 | 464 | 490 | 0.1% |
| Q2 2025 | 1,493 | $15.7B | 80,642,311 | 104 | 445 | 530 | 0.1% |
| Q1 2025 | 1,457 | $15.1B | 81,239,269 | 64 | 493 | 514 | 0.1% |
| Q4 2024 | 1,519 | $16.7B | 84,266,369 | 81 | 501 | 380 | 0.1% |
| Q3 2024 | 1,359 | $16.8B | 83,621,977 | 89 | 451 | 427 | 0.1% |
| Q2 2024 | 1,294 | $14.8B | 80,972,346 | 55 | 415 | 433 | 0.1% |
| Q1 2024 | 1,292 | $16.9B | 88,390,894 | 63 | 420 | 453 | 0.1% |
| Q4 2023 | 1,287 | $14.6B | 81,159,015 | 94 | 407 | 398 | 0.3% |
| Q3 2023 | 1,143 | $12.1B | 75,931,612 | 48 | 394 | 366 | 0.1% |
| Q2 2023 | 1,138 | $12.2B | 73,810,524 | 72 | 378 | 391 | 0.1% |
| Q1 2023 | 1,091 | $11.5B | 72,462,075 | 58 | 392 | 349 | 0.1% |
| Q4 2022 | 1,039 | $11.3B | 71,404,167 | 90 | 369 | 290 | 0.1% |
| Q3 2022 | 1,087 | $11.8B | 81,574,879 | 48 | 417 | 336 | 0.2% |
| Q2 2022 | 1,139 | $12.5B | 83,421,292 | 73 | 414 | 368 | 0.1% |
| Q1 2022 | 1,153 | $15.8B | 89,477,963 | 83 | 457 | 309 | 0.1% |
| Q4 2021 | 1,143 | $16.0B | 89,373,767 | 68 | 428 | 266 | 0.2% |
| Q3 2021 | 992 | $14.2B | 83,863,657 | 52 | 391 | 274 | 0.1% |
| Q2 2021 | 993 | $14.2B | 81,556,019 | 75 | 379 | 295 | 0.1% |
| Q1 2021 | 975 | $13.3B | 80,118,127 | 121 | 338 | 305 | 0.1% |
| Q4 2020 | 898 | $10.3B | 71,976,774 | 128 | 329 | 208 | 0.3% |
| Q3 2020 | 737 | $7.4B | 67,242,229 | 69 | 264 | 237 | 0.2% |
| Q2 2020 | 709 | $7.1B | 66,895,557 | 94 | 229 | 277 | 0.1% |
| Q1 2020 | 691 | $5.6B | 63,541,818 | 57 | 255 | 286 | 0.1% |
| Q4 2019 | 774 | $7.9B | 57,694,121 | 57 | 297 | 188 | 0.1% |
| Q3 2019 | 690 | $7.1B | 54,664,847 | 54 | 264 | 206 | 0.4% |
| Q2 2019 | 680 | $7.1B | 54,360,774 | 52 | 230 | 224 | 0.2% |
| Q1 2019 | 678 | $6.8B | 53,087,724 | 61 | 233 | 225 | 0.1% |
| Q4 2018 | 660 | $5.9B | 51,861,830 | 5 | 14 | 14 | 0.0% |