VANGUARD INDEX FDS (VO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,409
Reporting holders
$73.5B
Reported value
0.0%
Held as options
+91
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 |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $8.9B | 110,769,908 | 3.55% | 31q | +321.6%+$6.8B |
| WELLS FARGO & COMPANY/MN | $8.8B | 109,705,786 | 1.43% | 31q | +97.5%+$4.4B |
| BANK OF AMERICA CORP /DE/ | $6.0B | 73,987,186 | 0.38% | 31q | +308.1%+$4.5B |
| UBS Group AG | $4.5B | 55,523,351 | 0.57% | 31q | +314.4%+$3.4B |
| MORGAN STANLEY | $2.9B | 36,272,342 | 0.15% | 35q | +320.1%+$2.2B |
| Creative Planning | $2.6B | 32,713,198 | 1.54% | 31q | +293.6%+$2.0B |
| RAYMOND JAMES FINANCIAL INC | $2.5B | 31,257,030 | 0.68% | 7q | +315.9%+$1.9B |
| ENVESTNET ASSET MANAGEMENT INC | $2.0B | 24,776,718 | 0.47% | 31q | +320.3%+$1.5B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.0B | 24,385,742 | 1.05% | 31q | +286.5%+$1.5B |
| US BANCORP \DE\ | $1.8B | 22,846,853 | 2.01% | 31q | +322.0%+$1.4B |
| LPL Financial LLC | $1.2B | 14,368,916 | 0.26% | 31q | +301.7%+$869.5M |
| AMERIPRISE FINANCIAL INC | $999.2M | 12,400,387 | 0.20% | 31q | +92.7%+$480.7M |
| CIBC Bancorp USA Inc. | $844.0M | 10,483,935 | 1.03% | 2q | +326.2%+$646.0M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $810.5M | 10,059,496 | 6.00% | 31q | +1.1%+$9.1M |
| PNC Financial Services Group, Inc. | $774.8M | 9,616,046 | 0.38% | 31q | +307.7%+$584.7M |
| Mariner, LLC | $704.0M | 8,738,252 | 0.74% | 31q | +309.5%+$532.1M |
| JPMORGAN CHASE & CO | $694.3M | 8,628,563 | 0.04% | 31q | +306.8%+$523.7M |
| ROYAL BANK OF CANADA | $547.6M | 6,796,573 | 0.08% | 31q | +303.9%+$412.0M |
| Cerity Partners LLC | $466.4M | 5,787,723 | 0.56% | 31q | +334.5%+$359.1M |
| Cetera Investment Advisers | $459.0M | 5,696,979 | 0.42% | 31q | +311.4%+$347.4M |
| JMG Financial Group, Ltd. | $454.9M | 5,646,613 | 10.99% | 31q | +304.3%+$342.4M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $435.0M | 5,399,546 | 1.50% | 2q | +292.7%+$324.3M |
| Allworth Financial LP | $415.0M | 5,151,020 | 1.76% | 31q | +236.1%+$291.5M |
| Nicholas Hoffman & Company, LLC. | $384.7M | 4,774,432 | 8.12% | 31q | +302.6%+$289.1M |
| Bank of New York Mellon Corp | $358.2M | 4,445,488 | 0.06% | 31q | +292.6%+$266.9M |
| HighTower Advisors, LLC | $351.9M | 4,367,572 | 0.34% | 22q | +302.1%+$264.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $316.6M | 3,928,916 | 0.40% | 31q | +290.7%+$235.5M |
| Corient Private Wealth LP | $310.7M | 3,855,924 | 0.20% | 15q | +679.2%+$270.8M |
| Midwest Trust Co | $291.7M | 3,620,231 | 3.30% | 5q | +252.3%+$208.9M |
| GOLDMAN SACHS GROUP INC | $291.2M | 3,614,235 | 0.03% | 31q | +301.1%+$218.6M |
| BANK OF MONTREAL /CAN/ | $283.3M | 3,516,510 | 0.09% | 31q | +299.7%+$212.4M |
| OSAIC HOLDINGS, INC. | $277.7M | 3,445,858 | 0.33% | 26q | +370.2%+$218.6M |
| Merit Financial Group, LLC | $269.8M | 3,348,769 | 0.82% | 21q | +833.4%+$240.9M |
| Rockefeller Capital Management L.P. | $269.0M | 3,338,684 | 0.41% | 31q | +318.0%+$204.6M |
| REGIONS FINANCIAL CORP | $263.6M | 3,271,741 | 1.57% | 31q | +209.9%+$178.5M |
| Beacon Pointe Advisors, LLC | $254.1M | 3,154,240 | 1.18% | 30q | +325.0%+$194.3M |
| STIFEL FINANCIAL CORP | $235.5M | 2,923,303 | 0.20% | 31q | +302.9%+$177.1M |
| Clearstead Advisors, LLC | $228.3M | 2,833,612 | 2.15% | 31q | +299.2%+$171.1M |
| SigFig Wealth Management, LLC | $202.1M | 2,511,036 | 5.36% | 31q | +308.0%+$152.5M |
| Baird Financial Group, Inc. | $201.4M | 2,499,328 | 0.28% | 31q | +298.8%+$150.9M |
| FIFTH THIRD BANCORP | $197.3M | 2,448,570 | 0.32% | 31q | +295.3%+$147.4M |
| Pathstone Holdings, LLC | $193.5M | 2,401,779 | 0.56% | 11q | +301.7%+$145.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $189.7M | 2,355,044 | 0.12% | 30q | +611.2%+$163.1M |
| Wealthspire Advisors, LLC | $188.9M | 2,345,040 | 1.04% | 26q | +279.1%+$139.1M |
| FMR LLC | $183.6M | 2,278,245 | 0.01% | 31q | +308.6%+$138.6M |
| 1832 Asset Management L.P. | $173.8M | 2,157,381 | 0.09% | 18q | +292.5%+$129.5M |
| TRUIST FINANCIAL CORP | $158.0M | 1,961,465 | 0.19% | 31q | +323.1%+$120.7M |
| Joel Isaacson & Co., LLC | $155.8M | 1,933,766 | 4.51% | 31q | +306.9%+$117.5M |
| Bleakley Financial Group, LLC | $155.3M | 1,927,108 | 1.98% | 15q | +307.7%+$117.2M |
| MassMutual Private Wealth & Trust, FSB | $144.3M | 1,791,507 | 3.73% | 31q | +248.3%+$102.9M |
| INVICTUS PRIVATE WEALTH, LLC | $142.1M | 1,764,095 | 7.63% | 15q | +306.8%+$107.2M |
| Chicago Partners Investment Group LLC | $136.3M | 1,696,716 | 2.73% | 31q | +5.0%+$6.5M |
| Kestra Advisory Services, LLC | $136.0M | 1,687,725 | 0.44% | 24q | +361.2%+$106.5M |
| Millburn Ridgefield LLC /DE/ | $135.2M | 1,677,870 | 2.56% | 31q | +298.3%+$101.2M |
| Catalyst Capital Advisors LLC | $135.2M | 1,677,870 | 2.24% | 31q | +298.3%+$101.2M |
| Cullen/Frost Bankers, Inc. | $133.6M | 1,657,960 | 1.32% | 31q | +275.1%+$98.0M |
| MML INVESTORS SERVICES, LLC | $126.6M | 1,570,945 | 0.26% | 31q | +368.2%+$99.5M |
| Waverly Advisors, LLC | $123.9M | 1,537,251 | 0.72% | 31q | +332.5%+$95.2M |
| Financial Synergies Wealth Advisors, Inc. | $123.1M | 1,527,267 | 10.43% | 30q | +294.4%+$91.9M |
| Equitable Holdings, Inc. | $120.3M | 1,492,990 | 0.72% | 27q | +297.1%+$90.0M |
| First Command Advisory Services, Inc. | $119.4M | 1,482,046 | 0.71% | 12q | +163.9%+$74.2M |
| CAPTRUST FINANCIAL ADVISORS | $113.0M | 1,402,905 | 0.17% | 31q | +320.7%+$86.2M |
| National Philanthropic Trust | $112.8M | 1,400,393 | 1.63% | 10q | +293.1%+$84.1M |
| NewEdge Advisors, LLC | $109.6M | 1,359,872 | 0.33% | 31q | +460.9%+$90.0M |
| Cresset Asset Management, LLC | $104.6M | 1,297,689 | 0.38% | 31q | +293.8%+$78.0M |
| CENTRAL TRUST Co | $100.5M | 1,247,189 | 1.82% | 31q | +296.5%+$75.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $100.0M | 1,241,259 | 0.02% | 3q | -25.4%-$34.1M |
| Pine Ridge Advisers LLC | $98.7M | 1,224,488 | 5.95% | 23q | +300.0%+$74.0M |
| Nadler Financial Group, Inc. | $97.7M | 1,212,621 | 8.28% | 31q | +304.3%+$73.5M |
| &PARTNERS | $96.9M | 1,202,798 | 0.40% | 11q | +344.9%+$75.1M |
| COUNTRY TRUST BANK | $96.5M | 1,197,848 | 1.69% | 31q | +236.4%+$67.8M |
| ASSETMARK, INC | $90.2M | 1,119,178 | 0.16% | 31q | +314.7%+$68.4M |
| DAVENPORT & Co LLC | $88.2M | 1,094,719 | 0.43% | 31q | +387.7%+$70.1M |
| AXXCESS WEALTH MANAGEMENT, LLC | $87.1M | 1,080,918 | 1.39% | new | NEW |
| Arax Advisory Partners | $86.9M | 1,078,534 | 0.58% | 3q | +737.7%+$76.5M |
| TRUSTMARK BANK TRUST DEPARTMENT | $86.4M | 1,072,063 | 5.14% | 32q | +257.6%+$62.2M |
| CBIZ Investment Advisory Services, LLC | $85.4M | 297,343 | 3.12% | 17q | HELD |
| SilverOak Wealth Management LLC | $84.7M | 1,051,352 | 10.91% | 11q | +314.3%+$64.3M |
| PITTENGER & ANDERSON INC | $84.2M | 1,044,975 | 3.01% | 31q | +300.2%+$63.2M |
| Associated Banc-Corp | $83.8M | 1,039,951 | 1.99% | 31q | +310.2%+$63.4M |
| Capital Asset Advisory Services LLC | $81.8M | 1,014,936 | 2.96% | 27q | -0.6%-$501.1K |
| Integrated Wealth Concepts LLC | $81.7M | 1,014,387 | 0.40% | 31q | +928.1%+$73.8M |
| Schneider Downs Wealth Management Advisors, LP | $80.9M | 1,004,416 | 7.60% | 31q | +308.2%+$61.1M |
| PDS Planning, Inc | $77.5M | 962,079 | 4.49% | 29q | +312.4%+$58.7M |
| Avior Wealth Management, LLC | $75.9M | 944,180 | 2.00% | 31q | +1950.4%+$72.2M |
| Performa Ltd (US), LLC | $75.8M | 940,415 | 12.23% | 21q | +277.0%+$55.7M |
| ALLIANCEBERNSTEIN L.P. | $75.3M | 262,256 | 0.02% | 31q | +315.8%+$57.2M |
| Steward Partners Investment Advisory, LLC | $69.4M | 861,631 | 0.35% | 31q | +349.0%+$54.0M |
| AMG National Trust Bank | $68.7M | 853,273 | 1.41% | 31q | +327.6%+$52.7M |
| Sanctuary Advisors, LLC | $68.3M | 848,107 | 0.32% | 9q | +342.1%+$52.9M |
| CITIZENS FINANCIAL GROUP INC/RI | $67.0M | 831,448 | 0.81% | 21q | +300.7%+$50.3M |
| Focus Partners Wealth | $66.3M | 823,224 | 0.07% | 11q | +313.0%+$50.3M |
| BlackRock, Inc. | $65.3M | 810,992 | 0.00% | 8q | +411.8%+$52.6M |
| Venture Visionary Partners LLC | $63.3M | 785,840 | 1.76% | 27q | +322.5%+$48.3M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $61.1M | 758,002 | 2.23% | 31q | +291.9%+$45.5M |
| Connecticut Wealth Management, LLC | $59.7M | 740,816 | 2.21% | 6q | +283.9%+$44.1M |
| Riverpoint Wealth Management Holdings, LLC | $56.9M | 706,160 | 10.45% | 31q | +304.1%+$42.8M |
| Northwest Quadrant Wealth Management, LLC | $56.6M | 702,864 | 10.49% | 31q | +305.3%+$42.7M |
| FIRST MANHATTAN CO. LLC. | $56.3M | 698,320 | 0.14% | 31q | +346.5%+$43.7M |
| New York Life Investment Management LLC | $55.5M | 688,447 | 0.39% | 25q | +289.1%+$41.2M |
Showing the largest 100 of 2,475 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 | 2,409 | $73.5B | 911,279,409 | 155 | 2,174 | 30 | 0.0% |
| Q1 2026 | 2,318 | $72.9B | 265,142,662 | 109 | 920 | 636 | 0.0% |
| Q4 2025 | 2,291 | $60.1B | 206,974,685 | 89 | 896 | 577 | 0.0% |
| Q3 2025 | 2,145 | $58.9B | 200,617,658 | 110 | 750 | 625 | 0.0% |
| Q2 2025 | 2,080 | $54.1B | 193,507,870 | 120 | 745 | 685 | 0.0% |
| Q1 2025 | 2,029 | $45.5B | 176,417,304 | 103 | 797 | 631 | 0.1% |
| Q4 2024 | 2,034 | $44.9B | 169,679,927 | 84 | 712 | 540 | 0.0% |
| Q3 2024 | 1,832 | $43.3B | 164,487,765 | 97 | 723 | 512 | 0.1% |
| Q2 2024 | 1,787 | $39.3B | 162,283,024 | 92 | 613 | 546 | 0.0% |
| Q1 2024 | 1,752 | $43.3B | 172,964,805 | 102 | 629 | 554 | 0.2% |
| Q4 2023 | 1,712 | $38.1B | 163,809,442 | 117 | 608 | 497 | 0.1% |
| Q3 2023 | 1,524 | $31.5B | 151,199,208 | 60 | 606 | 441 | 0.1% |
| Q2 2023 | 1,514 | $32.5B | 147,533,848 | 81 | 559 | 455 | 0.1% |
| Q1 2023 | 1,462 | $30.4B | 145,314,919 | 66 | 523 | 478 | 0.1% |
| Q4 2022 | 1,361 | $28.1B | 138,038,535 | 94 | 493 | 400 | 0.1% |
| Q3 2022 | 1,503 | $28.4B | 150,881,752 | 65 | 599 | 425 | 0.1% |
| Q2 2022 | 1,518 | $29.6B | 150,055,190 | 70 | 610 | 447 | 0.1% |
| Q1 2022 | 1,571 | $34.3B | 143,962,659 | 89 | 637 | 415 | 0.1% |
| Q4 2021 | 1,586 | $36.3B | 142,365,997 | 112 | 580 | 339 | 0.2% |
| Q3 2021 | 1,357 | $31.5B | 133,020,195 | 63 | 531 | 305 | 0.1% |
| Q2 2021 | 1,331 | $30.6B | 128,708,722 | 97 | 491 | 349 | 0.2% |
| Q1 2021 | 1,277 | $28.4B | 126,830,755 | 86 | 493 | 338 | 0.1% |
| Q4 2020 | 1,226 | $26.1B | 125,089,229 | 86 | 444 | 306 | 0.9% |
| Q3 2020 | 1,061 | $22.6B | 127,812,657 | 54 | 375 | 328 | 0.1% |
| Q2 2020 | 1,057 | $20.8B | 127,136,470 | 111 | 378 | 331 | 0.1% |
| Q1 2020 | 990 | $14.8B | 113,040,408 | 86 | 367 | 349 | 0.0% |
| Q4 2019 | 1,027 | $17.5B | 98,135,742 | 64 | 337 | 261 | 0.0% |
| Q3 2019 | 892 | $16.3B | 97,216,137 | 36 | 326 | 269 | 0.0% |
| Q2 2019 | 895 | $15.3B | 91,330,198 | 82 | 288 | 286 | 0.1% |
| Q1 2019 | 863 | $14.8B | 92,264,431 | 59 | 297 | 274 | 0.0% |
| Q4 2018 | 845 | $12.6B | 90,922,589 | 6 | 9 | 11 | 0.0% |