VANGUARD INDEX FDS (VO)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
159
Reporting holders
$1.1B
Reported value
0.0%
Calls
0.0%
Puts
-2,330
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 |
|---|---|---|---|---|---|
| SigFig Wealth Management, LLC | $133.3M | 1,699,485 | 3.33% | 32q | -32.3%-$63.6M |
| MassMutual Private Wealth & Trust, FSB | $131.2M | 1,672,725 | 3.46% | 32q | -6.6%-$9.3M |
| Venture Visionary Partners LLC | $61.9M | 789,887 | 1.62% | 28q | +0.5%+$317.4K |
| Pathway Financial Advisors LLC | $61.1M | 778,588 | 6.75% | 31q | +31.9%+$14.8M |
| Farther Finance Advisors, LLC | $50.5M | 643,482 | 0.36% | 16q | +2.7%+$1.3M |
| Heartwood Wealth Advisors LLC | $48.5M | 619,013 | 3.83% | 28q | HELD |
| Marquette Asset Management, LLC | $41.0M | 523,109 | 5.36% | 32q | +0.5%+$204.8K |
| Conrad Siegel Investment Advisors, Inc. | $38.1M | 485,239 | 6.16% | 20q | -1.4%-$556.9K |
| Apella Capital, LLC | $33.2M | 414,707 | 0.42% | 26q | -21.1%-$8.9M |
| SEARCY FINANCIAL SERVICES INC /ADV | $30.7M | 391,186 | 10.97% | 32q | -2.9%-$914.3K |
| Veracity Capital LLC | $21.7M | 276,562 | 5.84% | 11q | +1.8%+$381.3K |
| Seven Bridges Advisors LLC | $21.2M | 270,415 | 9.59% | 2q | +3.6%+$746.5K |
| Wedmont Private Capital | $20.1M | 249,736 | 0.48% | 20q | +5.2%+$983.7K |
| CoreCap Advisors, LLC | $19.2M | 245,060 | 0.55% | 9q | -3.4%-$683.8K |
| RTD Financial Advisors, Inc. | $19.2M | 244,829 | 2.10% | 7q | -4.6%-$928.3K |
| jvl associates llc | $16.6M | 211,928 | 4.78% | 27q | HELD |
| SAPIENT CAPITAL LLC | $16.3M | 207,932 | 0.22% | 12q | -27.7%-$6.3M |
| Avidian Wealth Enterprises, LLC | $14.5M | 185,250 | 0.40% | 15q | -8.6%-$1.4M |
| Acropolis Investment Management, LLC | $14.4M | 183,490 | 0.58% | 32q | -19.6%-$3.5M |
| Koenig Investment Advisory, LLC | $12.8M | 163,196 | 9.37% | 4q | -0.5%-$67.7K |
| Councilor Wealth, LLC | $12.4M | 158,326 | 5.12% | 12q | -1.3%-$158.7K |
| Horizons Wealth Management | $12.3M | 156,941 | 7.68% | 17q | +305.3%+$9.3M |
| TITLEIST ASSET MANAGEMENT, LLC | $11.8M | 150,912 | 0.76% | 15q | +1.9%+$223.0K |
| Capital Planning LLC | $11.7M | 149,166 | 3.11% | 24q | -0.9%-$107.6K |
| KFA Private Wealth Group, LLC | $11.0M | 140,305 | 2.59% | 28q | +10.1%+$1.0M |
| Bank of New Hampshire | $10.9M | 138,593 | 2.35% | 22q | -3.4%-$388.3K |
| Adelphi Trust Co | $10.8M | 137,381 | 7.09% | 4q | +1.7%+$185.1K |
| Silverleafe Capital Partners, LLC | $10.6M | 135,805 | 3.03% | 5q | -1.9%-$204.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $10.6M | 135,257 | 0.92% | 9q | -0.9%-$94.1K |
| ELEVATION WEALTH PARTNERS, LLC | $10.5M | 133,794 | 2.95% | 15q | +3.1%+$319.2K |
| Wealth Science Advisors LLC | $10.5M | 133,366 | 4.40% | 4q | +7.8%+$760.8K |
| McNaughton Wealth Management, LLC | $9.7M | 123,549 | 3.39% | 28q | +0.9%+$82.9K |
| Grove Bank & Trust | $9.6M | 122,069 | 0.95% | 32q | HELD |
| Trinity Financial Advisors LLC | $9.1M | 115,887 | 2.34% | 10q | +3.2%+$281.4K |
| PRIVATE CLIENT SERVICES, LLC | $9.0M | 114,751 | 2.42% | 12q | -5.8%-$549.6K |
| Valeo Financial Advisors, LLC | $8.2M | 109,904 | 0.17% | 32q | +0.6%+$51.6K |
| BRIGHTON SECURITIES CORP. | $7.2M | 92,194 | 3.03% | 6q | +7.7%+$518.7K |
| Harpswell Capital Advisors, LLC | $7.0M | 88,844 | 4.57% | 2q | +0.8%+$53.3K |
| Buska Wealth Management, LLC | $6.5M | 82,979 | 2.24% | 2q | +2478.6%+$6.3M |
| STEPH & CO | $6.4M | 81,406 | 1.63% | 28q | -7.4%-$507.3K |
| WALLER FINANCIAL PLANNING GROUP, INC | $6.3M | 80,544 | 1.28% | 32q | -4.4%-$291.4K |
| GoalFusion Wealth Management, LLC | $4.4M | 55,747 | 1.75% | 20q | +3.6%+$153.2K |
| Allen Mooney & Barnes Investment Advisors LLC | $4.1M | 52,552 | 0.61% | 19q | -1.9%-$80.9K |
| Ridgewood Investments LLC | $4.1M | 52,442 | 1.52% | 25q | +1.1%+$46.6K |
| Midwest Financial Partners Investments, Inc. | $3.7M | 47,124 | 1.42% | 4q | +36.0%+$978.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $3.6M | 46,034 | 0.71% | 21q | -5.8%-$223.4K |
| Capital Advisors Wealth Management, LLC | $3.4M | 43,313 | 0.38% | 15q | +1.6%+$54.6K |
| Sincerus Advisory, LLC | $3.1M | 39,335 | 2.01% | 8q | +0.7%+$20.3K |
| ECLECTIC ASSOCIATES INC /ADV | $3.1M | 39,266 | 0.34% | 24q | -1.5%-$45.3K |
| New Covenant Trust Company, N.A. | $2.9M | 37,217 | 2.02% | 11q | +11.6%+$303.7K |
| Graves Light Lenhart Wealth, Inc. | $2.9M | 36,803 | 0.27% | 26q | -1.4%-$40.5K |
| Factor Wealth Management LTD | $2.7M | 34,267 | 0.41% | 8q | -21.9%-$754.6K |
| INSPIRION WEALTH ADVISORS, LLC | $2.6M | 32,658 | 0.29% | 32q | HELD |
| FELL CAPITAL MANAGEMENT /ADV | $2.5M | 32,136 | 2.17% | 4q | HELD |
| Sherry Group, Inc. | $2.5M | 31,531 | 2.32% | 4q | HELD |
| ROCKLAND TRUST CO | $2.5M | 31,478 | 0.09% | 30q | +17.6%+$369.4K |
| Wisconsin Wealth Advisors, LLC | $2.4M | 30,718 | 2.03% | 8q | HELD |
| PFW Advisors LLC | $2.3M | 29,032 | 0.68% | 14q | -1.1%-$26.0K |
| Vilga Financial Planning LLC | $2.1M | 26,950 | 1.26% | 2q | +2.4%+$49.0K |
| BOS Asset Management, LLC | $1.9M | 24,184 | 0.44% | 16q | -2.3%-$44.4K |
| Montecito Bank & Trust | $1.8M | 23,332 | 0.28% | 31q | +4.2%+$72.9K |
| Coastline Trust Co | $1.8M | 23,131 | 0.17% | 11q | -4.4%-$83.8K |
| Taylor & Morgan Wealth Management, LLC | $1.8M | 23,125 | 0.87% | 17q | -4.1%-$77.6K |
| Everhart Financial Group, Inc. | $1.7M | 22,159 | 0.11% | 24q | +3.8%+$62.8K |
| Planning Strategies Inc. | $1.7M | 21,785 | 1.01% | 2q | -1.2%-$20.5K |
| GAMMA Investing LLC | $1.7M | 21,416 | 0.06% | 12q | HELD |
| CHAPIN DAVIS, INC. | $1.6M | 20,156 | 0.30% | 16q | +7.3%+$107.2K |
| TrueWealth Advisors, LLC | $1.6M | 19,926 | 0.35% | 24q | HELD |
| Bangor Savings Bank | $1.6M | 19,876 | 0.12% | 32q | -15.7%-$289.8K |
| Bath Savings Trust Co | $1.5M | 19,191 | 0.16% | 12q | +8.1%+$112.1K |
| Tactive Advisors, LLC | $1.3M | 16,128 | 0.30% | 10q | -5.7%-$76.1K |
| Hiley Hunt Wealth Management | $1.2M | 15,774 | 0.48% | 12q | HELD |
| Elm3 Financial Group, LLC | $1.2M | 15,738 | 0.82% | 8q | -0.7%-$8.6K |
| FIRST COMMUNITY TRUST NA | $1.2M | 15,237 | 0.40% | 20q | +14.8%+$154.4K |
| Lee, Kelleher & Klein Wealth Management | $1.2M | 15,215 | 0.61% | 8q | -0.8%-$9.8K |
| Longview Financial Advisors, Inc. | $1.1M | 13,746 | 0.62% | 12q | -9.4%-$112.2K |
| FC Advisory LLC | $1.1M | 13,677 | 0.28% | 16q | +65.2%+$423.2K |
| KWMG, LLC | $1.1M | 13,556 | 0.08% | 32q | HELD |
| COLLECTIVE FAMILY OFFICE LLC | $1.1M | 13,405 | 0.22% | 24q | +1.0%+$10.7K |
| Breakwater Capital Group | $1.0M | 12,888 | 0.12% | 16q | HELD |
| TILIA FIDUCIARY PARTNERS, INC. | $979.9K | 12,496 | 0.23% | 8q | +100.6%+$491.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $962.4K | 12,272 | 0.01% | 25q | +88.2%+$451.1K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $879.5K | 11,215 | 0.53% | 16q | -2.4%-$21.6K |
| Peterson Wealth Advisors, LLC | $871.4K | 11,113 | 0.10% | 32q | -1.5%-$12.9K |
| Legacy Private Trust Co. | $861.4K | 10,984 | 0.05% | 32q | +3.6%+$29.8K |
| AMERICAN NATIONAL BANK & TRUST | $832.3K | 10,614 | 0.08% | 25q | +2.3%+$18.8K |
| Galvin, Gaustad & Stein, LLC | $813.8K | 10,377 | 0.06% | 24q | -3.8%-$32.1K |
| PARK NATIONAL CORP /OH/ | $801.4K | 10,219 | 0.02% | 3q | -25.3%-$270.8K |
| Noble Wealth Management PBC | $794.4K | 10,131 | 0.36% | 7q | -1.3%-$10.8K |
| DAVIDSON TRUST CO | $787.0K | 10,035 | 0.31% | 11q | +5.9%+$43.5K |
| Stonebridge Financial Group, LLC | $778.7K | 9,930 | 0.06% | 8q | +4.3%+$31.9K |
| Hummer Financial Advisory Services Inc | $768.2K | 9,796 | 0.50% | 11q | HELD |
| Plan A Wealth LLC | $767.4K | 9,785 | 0.27% | 8q | -5.0%-$40.6K |
| Sound Income Strategies, LLC | $764.7K | 9,511 | 0.03% | 23q | -58.2%-$1.1M |
| Financial Symmetry Inc | $756.3K | 9,644 | 0.24% | 4q | -0.8%-$6.0K |
| ARMSTRONG HENRY H ASSOCIATES INC | $705.2K | 8,992 | 0.06% | 7q | HELD |
| Marotta Asset Management | $627.7K | 8,004 | 0.11% | 27q | HELD |
| EASTERN BANK | $624.1K | 7,958 | 0.01% | 9q | -28.2%-$245.3K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $603.6K | 7,697 | 0.39% | 8q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $579.6K | 7,391 | 0.17% | 12q | HELD |
Showing the largest 100 of 162 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 159 | $1.1B | 14,321,780 | 4 | 51 | 58 | 0.0% |
| Q2 2026 | 2,489 | $78.3B | 971,310,712 | 158 | 2,249 | 33 | 0.0% |
| Q1 2026 | 2,394 | $74.1B | 272,499,736 | 112 | 948 | 651 | 0.0% |
| Q4 2025 | 2,377 | $62.4B | 214,451,642 | 94 | 923 | 593 | 0.0% |
| Q3 2025 | 2,225 | $61.2B | 208,730,578 | 117 | 781 | 648 | 0.0% |
| Q2 2025 | 2,177 | $56.6B | 202,149,064 | 124 | 781 | 710 | 0.0% |
| Q1 2025 | 2,129 | $47.7B | 184,670,816 | 109 | 824 | 666 | 0.0% |
| Q4 2024 | 2,143 | $51.3B | 194,078,921 | 94 | 753 | 565 | 0.0% |
| Q3 2024 | 1,937 | $45.6B | 173,006,532 | 108 | 747 | 543 | 0.1% |
| Q2 2024 | 1,888 | $41.1B | 169,663,856 | 98 | 648 | 580 | 0.0% |
| Q1 2024 | 1,868 | $45.3B | 181,186,054 | 107 | 666 | 589 | 0.2% |
| Q4 2023 | 1,832 | $40.2B | 172,836,205 | 121 | 656 | 528 | 0.1% |
| Q3 2023 | 1,653 | $37.0B | 177,474,229 | 68 | 650 | 474 | 0.0% |
| Q2 2023 | 1,657 | $34.8B | 158,049,894 | 89 | 610 | 498 | 0.1% |
| Q1 2023 | 1,619 | $32.8B | 156,956,661 | 77 | 585 | 520 | 0.1% |
| Q4 2022 | 1,622 | $34.1B | 167,661,640 | 110 | 583 | 486 | 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% |