VANGUARD INSTL INDEX FD (VGUS)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
92
Reporting holders
$384.7M
Reported value
0.0%
Held as options
+12
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $50.1M | 662,654 | 0.01% | 4q | -21.5%-$13.7M |
| Lido Advisors, LLC | $46.7M | 617,696 | 0.13% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $40.0M | 528,454 | 0.00% | 5q | +9.6%+$3.5M |
| MORGAN STANLEY | $28.5M | 377,028 | 0.00% | 4q | +47.5%+$9.2M |
| Pines Wealth Management, LLC | $20.4M | 269,259 | 5.86% | 2q | +54.7%+$7.2M |
| RFP Financial Group LLC | $19.8M | 261,650 | 8.87% | 2q | -6.7%-$1.4M |
| Pathway Financial Advisors LLC | $15.6M | 207,201 | 1.82% | 6q | -18.9%-$3.7M |
| TRUIST FINANCIAL CORP | $15.2M | 201,506 | 0.02% | 4q | +45.4%+$4.8M |
| UBS Group AG | $14.6M | 193,087 | 0.00% | 5q | +25.2%+$2.9M |
| Zhang Financial LLC | $10.7M | 141,305 | 0.31% | 3q | +15.2%+$1.4M |
| ROYAL BANK OF CANADA | $10.1M | 133,105 | 0.00% | 5q | +21.3%+$1.8M |
| Values First Advisors, Inc. | $8.6M | 57,916 | 1.97% | new | NEW |
| Strategic Investment Solutions, Inc. /IL | $8.1M | 107,165 | 1.85% | 6q | -17.9%-$1.8M |
| Farther Finance Advisors, LLC | $7.8M | 102,867 | 0.06% | 5q | -7.6%-$640.8K |
| GOLDMAN SACHS GROUP INC | $5.5M | 72,598 | 0.00% | 2q | HELD |
| GUYASUTA INVESTMENT ADVISORS INC | $5.4M | 71,152 | 0.28% | 3q | -8.3%-$484.2K |
| Waverly Advisors, LLC | $5.2M | 68,979 | 0.03% | 3q | +31.1%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $5.1M | 67,712 | 0.00% | 3q | +292.2%+$3.8M |
| Capital Investment Services of America, Inc. | $4.2M | 55,604 | 0.41% | 5q | +6.9%+$273.3K |
| NewEdge Wealth, LLC | $3.7M | 48,517 | 0.04% | 5q | +291.0%+$2.7M |
| Keystone Wealth Services, LLC | $3.2M | 42,476 | 0.60% | 5q | -8.7%-$307.1K |
| RAYMOND JAMES FINANCIAL INC | $3.0M | 39,782 | 0.00% | 2q | +78.8%+$1.3M |
| OSAIC HOLDINGS, INC. | $2.8M | 37,341 | 0.00% | 5q | +10.9%+$278.6K |
| TFO Wealth Partners, LLC | $2.2M | 29,114 | 0.24% | 4q | +66.2%+$877.1K |
| North Capital, Inc. | $2.1M | 28,027 | 1.60% | 6q | HELD |
| Sara-Bay Financial | $2.0M | 26,500 | 0.53% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.9M | 24,672 | 0.09% | 4q | +73.1%+$788.5K |
| Modera Wealth Management, LLC | $1.7M | 22,171 | 0.02% | 2q | +513.0%+$1.4M |
| Cetera Investment Advisers | $1.6M | 21,280 | 0.00% | 4q | +32.8%+$398.0K |
| HB Wealth Management, LLC | $1.6M | 20,931 | 0.01% | new | NEW |
| Planning Center, Inc. | $1.5M | 20,119 | 0.14% | 6q | -16.9%-$310.5K |
| CULBERTSON A N & CO INC | $1.5M | 19,588 | 0.17% | 2q | +154.4%+$899.4K |
| Steele Capital Management, Inc. | $1.4M | 17,982 | 0.05% | 2q | -30.9%-$608.6K |
| Corient Private Wealth LP | $1.3M | 17,524 | 0.00% | 4q | +100.0%+$662.9K |
| Attessa Capital LLC | $1.3M | 17,058 | 0.58% | 2q | +108.3%+$671.1K |
| Kingsview Wealth Management, LLC | $1.3M | 16,775 | 0.02% | 3q | +12.4%+$140.3K |
| Baird Financial Group, Inc. | $1.3M | 16,762 | 0.00% | 2q | HELD |
| Sierra Capital LLC | $1.3M | 16,687 | 0.12% | 5q | HELD |
| HARBOUR INVESTMENT MANAGEMENT LLC | $1.2M | 16,183 | 0.63% | 2q | -1.6%-$20.0K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | $1.1M | 15,149 | 0.39% | new | FIRST |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $1.1M | 14,952 | 0.79% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 13,400 | 0.00% | 5q | -40.8%-$698.8K |
| ORSER CAPITAL MANAGEMENT, LLC | $1.0M | 13,230 | 0.50% | 5q | HELD |
| JANE STREET GROUP, LLC | $933.1K | 12,333 | 0.00% | 6q | -75.5%-$2.9M |
| Steward Partners Investment Advisory, LLC | $904.7K | 11,958 | 0.00% | 4q | -51.7%-$967.8K |
| Savvy Advisors, Inc. | $900.4K | 11,900 | 0.02% | 4q | +4.0%+$35.0K |
| Tower Research Capital LLC (TRC) | $876.5K | 11,585 | 0.02% | new | NEW |
| Kestra Advisory Services, LLC | $876.2K | 11,581 | 0.00% | 3q | +21.4%+$154.2K |
| Mariner, LLC | $871.1K | 11,514 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $845.3K | 11,172 | 0.00% | 2q | +70.6%+$349.9K |
| HARBOR INVESTMENT ADVISORY, LLC | $800.6K | 10,582 | 0.06% | new | NEW |
| Manuka Financial, LLC | $799.3K | 10,564 | 0.41% | 5q | +0.9%+$6.9K |
| Modern Wealth Management, LLC | $787.6K | 10,410 | 0.01% | 3q | +26.6%+$165.7K |
| Mills Wealth Advisors LLC | $779.9K | 10,308 | 0.25% | new | NEW |
| TMB Capital Partners, LLC | $750.7K | 9,922 | 0.23% | 3q | +10.7%+$72.6K |
| Private Advisory Group LLC | $748.4K | 9,892 | 0.04% | new | NEW |
| Wealthquest Corp | $742.2K | 9,810 | 0.05% | 3q | -1.5%-$11.6K |
| Core Wealth Advisors, Inc. | $703.0K | 9,291 | 0.14% | 4q | -12.5%-$100.2K |
| Burton Enright Welch | $676.8K | 8,945 | 0.08% | 5q | +18.3%+$104.7K |
| Mullaney, Keating & Wright, Inc. | $653.4K | 8,636 | 0.32% | new | NEW |
| Kestra Investment Management, LLC | $620.4K | 8,200 | 0.01% | new | NEW |
| Quantinno Capital Management LP | $565.5K | 7,474 | 0.00% | 3q | HELD |
| NewEdge Advisors, LLC | $529.2K | 6,995 | 0.00% | 3q | +51.1%+$178.9K |
| Hurlow Wealth Management Group, Inc. | $519.8K | 6,870 | 0.11% | new | NEW |
| Forum Financial Management, LP | $373.0K | 4,930 | 0.00% | new | NEW |
| Old Mission Investment Co LLC | $352.3K | 4,657 | 0.07% | new | FIRST |
| Crown Wealth Group, LLC | $351.1K | 4,640 | 0.09% | 4q | -24.0%-$111.1K |
| Bridgewealth Advisory Group, LLC | $321.9K | 4,255 | 0.06% | 6q | -18.6%-$73.8K |
| Index Fund Advisors, Inc. | $301.4K | 3,983 | 0.01% | new | NEW |
| Randolph Co Inc | $299.4K | 3,957 | 0.03% | new | NEW |
| Simmons Bank | $278.7K | 3,683 | 0.02% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $275.0K | 3,635 | 0.00% | 3q | -5.8%-$16.9K |
| HARBOUR INVESTMENTS, INC. | $271.6K | 3,590 | 0.00% | 2q | +190.7%+$178.2K |
| Indivisible Partners | $267.7K | 3,539 | 0.02% | new | NEW |
| CWS Financial Advisors, LLC | $243.0K | 3,212 | 0.05% | new | NEW |
| Focus Partners Advisor Solutions, LLC | $225.7K | 2,983 | 0.00% | 5q | HELD |
| Graney & King, LLC | $222.1K | 2,936 | 0.08% | 2q | +4.6%+$9.8K |
| Schiavi & Co LLC | $201.0K | 2,657 | 0.05% | 4q | HELD |
| DiNuzzo Private Wealth, Inc. | $200.7K | 2,652 | 0.02% | 3q | HELD |
| S.A. Mason LLC | $191.8K | 2,535 | 0.06% | new | NEW |
| FIFTH THIRD BANCORP | $128.6K | 1,700 | 0.00% | 2q | +750.0%+$113.5K |
| NATIONAL BANK OF CANADA /FI/ | $121.6K | 1,608 | 0.00% | 2q | +1.5%+$1.8K |
| Asset Dedication, LLC | $117.5K | 1,553 | 0.01% | 2q | HELD |
| NORTHSTAR ASSET MANAGEMENT Co | $79.4K | 1,050 | 0.01% | new | NEW |
| FIDUCIARY ADVISORS, INC. | $61.0K | 806 | 0.04% | 3q | +0.9% |
| FIDUCIARY FINANCIAL ADVISORS | $56.3K | 744 | 0.01% | new | NEW |
| IFP Advisors, Inc | $36.5K | 483 | 0.00% | 6q | +0.8% |
| North Star Investment Management Corp. | $32.3K | 427 | 0.00% | 5q | +0.7% |
| AE Wealth Management LLC | $23.4K | 310 | 0.00% | new | NEW |
| Coston, McIsaac & Partners | $21.9K | 289,749 | 4.41% | 6q | +20.4%+$3.7K |
| Hikari Power Ltd | $10.4K | 136,950 | 1.21% | 2q | HELD |
| JPMORGAN CHASE & CO | $9.6K | 127 | 0.00% | 2q | -67.1%-$19.6K |
| BOSTON FAMILY OFFICE LLC | $2.6K | 34,110 | 0.16% | 5q | +13.7% |
| Rye Brook Capital LLC | $414 | 5,470 | 0.29% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $292 | 3,862 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $203 | 2,696 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $133 | 2 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $11 | 0 | 0.00% | 4q | -100.0% |
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 | 92 | $384.7M | 5,029,754 | 20 | 36 | 20 | 0.0% |
| Q1 2026 | 80 | $301.5M | 3,985,870 | 21 | 35 | 11 | 0.0% |
| Q4 2025 | 70 | $153.7M | 2,036,587 | 23 | 24 | 9 | 0.0% |
| Q3 2025 | 50 | $104.6M | 1,380,918 | 20 | 16 | 7 | 0.0% |
| Q2 2025 | 34 | $47.1M | 623,547 | 22 | 7 | 3 | 0.0% |
| Q1 2025 | 12 | $26.9M | 356,458 | 11 | 0 | 0 | 0.0% |