VANGUARD INDEX FDS (VOE)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
80
Reporting holders
$678.1M
Reported value
0.0%
Calls
0.0%
Puts
-1,166
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 | $240.1M | 1,227,780 | 13.71% | 28q | HELD |
| Everhart Financial Group, Inc. | $66.9M | 342,034 | 4.12% | 24q | +6.9%+$4.3M |
| Trust Co | $51.5M | 263,184 | 4.48% | 21q | +1.0%+$523.2K |
| INSPIRION WEALTH ADVISORS, LLC | $51.4M | 262,972 | 5.84% | 26q | HELD |
| KWMG, LLC | $43.8M | 223,983 | 3.16% | 32q | +4.3%+$1.8M |
| Marotta Asset Management | $42.4M | 216,997 | 7.20% | 27q | HELD |
| DIVERSIFIED MANAGEMENT INC | $28.5M | 145,688 | 4.97% | 4q | +0.5%+$144.1K |
| RTD Financial Advisors, Inc. | $13.2M | 67,672 | 1.45% | 20q | -3.2%-$432.9K |
| Gladwyn Financial Advisors, Inc. | $11.8M | 60,385 | 7.54% | 6q | -1.8%-$211.2K |
| Prosperity Planning, Inc. | $8.8M | 45,199 | 1.96% | 24q | -1.8%-$163.7K |
| Apella Capital, LLC | $8.7M | 43,815 | 0.11% | 6q | -30.6%-$3.8M |
| MassMutual Private Wealth & Trust, FSB | $7.8M | 39,999 | 0.21% | 32q | -11.7%-$1.0M |
| Councilor Wealth, LLC | $7.5M | 38,386 | 3.09% | 12q | -0.8%-$60.8K |
| ECLECTIC ASSOCIATES INC /ADV | $6.9M | 35,522 | 0.78% | 24q | -2.7%-$190.7K |
| Echo45 Advisors LLC | $6.7M | 34,265 | 3.05% | 20q | HELD |
| Taylor & Morgan Wealth Management, LLC | $5.8M | 29,752 | 2.80% | 20q | -2.0%-$116.7K |
| COLLECTIVE FAMILY OFFICE LLC | $5.7M | 29,044 | 1.17% | 22q | +1.3%+$72.7K |
| Bangor Savings Bank | $5.7M | 28,925 | 0.43% | 32q | -2.7%-$155.8K |
| LifeGoal Investments, LLC | $5.1M | 25,979 | 1.55% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $5.0M | 25,628 | 0.54% | 4q | -61.8%-$8.1M |
| Farther Finance Advisors, LLC | $4.9M | 24,922 | 0.03% | 16q | -26.2%-$1.7M |
| Sound Income Strategies, LLC | $4.6M | 22,788 | 0.20% | 14q | +19.1%+$737.4K |
| Baring Financial LLC | $3.7M | 18,766 | 1.96% | 8q | +1.4%+$49.5K |
| Prism Advisors, Inc. | $3.5M | 17,472 | 0.88% | 6q | -7.2%-$272.7K |
| Wedmont Private Capital | $3.3M | 16,432 | 0.08% | 20q | -0.6%-$21.1K |
| PARK NATIONAL CORP /OH/ | $2.6M | 13,306 | 0.07% | 3q | -21.6%-$715.8K |
| Grove Bank & Trust | $2.6M | 13,263 | 0.26% | 32q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $2.6M | 13,183 | 0.15% | 26q | -2.2%-$56.7K |
| Paragon Capital Management Ltd | $2.4M | 12,072 | 0.43% | 7q | +0.9%+$21.1K |
| Pathway Financial Advisors LLC | $2.3M | 11,864 | 0.26% | 31q | HELD |
| Friday Financial | $1.9M | 9,630 | 0.38% | 8q | +40.3%+$545.5K |
| MJT & Associates Financial Advisory Group, Inc. | $1.7M | 8,628 | 1.09% | 7q | HELD |
| Acropolis Investment Management, LLC | $1.5M | 7,638 | 0.06% | 32q | -51.3%-$1.6M |
| Heartwood Wealth Advisors LLC | $1.3M | 6,796 | 0.10% | 28q | HELD |
| FC Advisory LLC | $1.1M | 5,738 | 0.29% | 25q | +6.7%+$70.0K |
| Financial Symmetry Inc | $1.1M | 5,524 | 0.35% | 4q | +0.5%+$5.5K |
| HF Advisory Group, LLC | $951.1K | 4,865 | 0.28% | 16q | +4.1%+$37.5K |
| CHAPIN DAVIS, INC. | $920.8K | 4,709 | 0.18% | 16q | HELD |
| Atlas Brown,Inc. | $792.0K | 4,050 | 0.21% | 32q | -2.5%-$20.5K |
| Cambridge Financial Group, LLC | $729.7K | 3,693 | 0.23% | 12q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $640.4K | 3,275 | 0.17% | 12q | HELD |
| Tactive Advisors, LLC | $591.0K | 3,022 | 0.14% | 6q | +1.7%+$9.8K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $540.2K | 2,763 | 0.35% | 8q | HELD |
| Harpswell Capital Advisors, LLC | $488.8K | 2,500 | 0.32% | 5q | HELD |
| SAPIENT CAPITAL LLC | $476.3K | 2,436 | 0.01% | 7q | -49.0%-$456.8K |
| Asempa Wealth Advisors | $473.7K | 2,401 | 0.36% | 4q | -11.2%-$59.6K |
| Breakwater Capital Group | $458.9K | 2,347 | 0.05% | 14q | HELD |
| CoreCap Advisors, LLC | $443.0K | 2,265 | 0.01% | 9q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $429.0K | 2,194 | 0.12% | 12q | HELD |
| Intelligence Driven Advisers, LLC | $384.9K | 1,969 | 0.07% | 10q | +0.6%+$2.2K |
| LWM ADVISORS INC | $377.8K | 1,932 | 0.29% | 8q | +2.9%+$10.6K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $365.2K | 1,868 | 0.09% | 2q | -0.7%-$2.7K |
| ATWOOD & PALMER INC | $358.1K | 1,831 | 0.02% | 3q | HELD |
| Venture Visionary Partners LLC | $352.4K | 1,802 | 0.01% | 16q | +5.9%+$19.8K |
| WALLER FINANCIAL PLANNING GROUP, INC | $351.8K | 1,799 | 0.07% | 32q | -3.8%-$13.9K |
| Valeo Financial Advisors, LLC | $339.4K | 1,736 | 0.01% | 7q | -6.1%-$22.1K |
| GAMMA Investing LLC | $303.3K | 1,551 | 0.01% | 12q | +12.7%+$34.2K |
| MKD WEALTH COACHES, LLC | $288.0K | 1,473 | 0.24% | new | NEW |
| Coastline Trust Co | $285.5K | 1,460 | 0.03% | 9q | HELD |
| Cooper Financial Group | $264.1K | 1,351 | 0.02% | 3q | HELD |
| Avidian Wealth Enterprises, LLC | $255.7K | 1,307 | 0.01% | new | NEW |
| TITLEIST ASSET MANAGEMENT, LLC | $227.8K | 1,165 | 0.01% | 4q | +12.5%+$25.2K |
| Successful Portfolios LLC | $214.5K | 1,075 | 0.10% | 2q | HELD |
| BOS Asset Management, LLC | $210.6K | 1,077 | 0.05% | 2q | HELD |
| Factor Wealth Management LTD | $203.6K | 1,041 | 0.03% | 8q | -38.7%-$128.7K |
| Noble Wealth Management PBC | $183.2K | 937 | 0.08% | 7q | -11.4%-$23.5K |
| GoalVest Advisory LLC | $168.7K | 863 | 0.03% | 13q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $137.0K | 701 | 0.01% | 16q | HELD |
| Planning Strategies Inc. | $131.4K | 672 | 0.08% | new | NEW |
| TOMPKINS FINANCIAL CORP | $100.3K | 513 | 0.01% | 8q | +156.5%+$61.2K |
| Olistico Wealth, LLC | $84.1K | 430 | 0.04% | 4q | HELD |
| Bullock Wealth Management Group | $46.2K | 234 | 0.02% | 11q | HELD |
| Marquette Asset Management, LLC | $42.8K | 219 | 0.01% | 16q | HELD |
| Aventus Investment Advisors, Inc. | $32.7K | 167 | 0.02% | 6q | HELD |
| Roxbury Financial LLC | $32.6K | 167 | 0.03% | 8q | +0.6% |
| WoodTrust Financial Corp | $27.2K | 138,858 | 3.29% | 5q | -5.1%-$1.5K |
| Versant Capital Management, Inc | $25.8K | 132 | 0.00% | 18q | HELD |
| FIRST COMMUNITY TRUST NA | $20.3K | 104 | 0.01% | 11q | -1.9% |
| TOTH FINANCIAL ADVISORY CORP | $8.0K | 41 | 0.00% | 2q | -79.6%-$31.3K |
| CX Institutional | $5.1K | 26,236 | 0.14% | 32q | +5.6% |
| Central Pacific Bank - Trust Division | $3.5K | 18 | 0.00% | 11q | HELD |
| GK Wealth Management LLC | $3.5K | 18 | 0.00% | new | NEW |
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 | 80 | $678.1M | 3,465,404 | 5 | 20 | 26 | 0.0% |
| Q2 2026 | 1,246 | $15.0B | 75,591,499 | 77 | 384 | 365 | 0.2% |
| Q1 2026 | 1,223 | $14.1B | 76,412,697 | 87 | 388 | 373 | 0.0% |
| Q4 2025 | 1,202 | $12.9B | 72,634,344 | 82 | 422 | 312 | 0.0% |
| Q3 2025 | 1,114 | $11.6B | 66,558,418 | 57 | 352 | 326 | 0.1% |
| Q2 2025 | 1,126 | $11.4B | 69,173,554 | 75 | 331 | 345 | 0.1% |
| Q1 2025 | 1,098 | $10.5B | 65,472,896 | 63 | 355 | 320 | 0.1% |
| Q4 2024 | 1,114 | $11.4B | 70,535,398 | 64 | 364 | 268 | 0.0% |
| Q3 2024 | 1,035 | $11.0B | 65,682,128 | 90 | 315 | 295 | 0.0% |
| Q2 2024 | 985 | $9.8B | 65,373,399 | 62 | 296 | 329 | 0.0% |
| Q1 2024 | 981 | $11.3B | 72,641,379 | 69 | 315 | 324 | 0.1% |
| Q4 2023 | 972 | $10.8B | 74,381,549 | 62 | 294 | 303 | 0.1% |
| Q3 2023 | 892 | $9.9B | 75,552,811 | 45 | 300 | 283 | 0.1% |
| Q2 2023 | 908 | $9.8B | 70,659,035 | 59 | 300 | 306 | 0.1% |
| Q1 2023 | 904 | $9.6B | 71,708,984 | 63 | 281 | 310 | 0.1% |
| Q4 2022 | 913 | $11.1B | 81,767,554 | 84 | 289 | 271 | 0.1% |
| Q3 2022 | 821 | $8.7B | 70,289,342 | 52 | 298 | 229 | 0.2% |
| Q2 2022 | 842 | $9.2B | 70,741,791 | 46 | 324 | 245 | 0.1% |
| Q1 2022 | 874 | $10.3B | 68,821,389 | 84 | 328 | 213 | 0.1% |
| Q4 2021 | 831 | $9.8B | 64,992,726 | 63 | 312 | 151 | 0.2% |
| Q3 2021 | 710 | $8.5B | 62,224,445 | 42 | 283 | 171 | 0.1% |
| Q2 2021 | 715 | $8.6B | 61,162,977 | 67 | 296 | 165 | 0.0% |
| Q1 2021 | 696 | $8.3B | 58,250,636 | 78 | 280 | 171 | 0.1% |
| Q4 2020 | 650 | $6.6B | 55,334,501 | 72 | 227 | 171 | 0.2% |
| Q3 2020 | 557 | $5.3B | 52,172,554 | 36 | 173 | 202 | 0.1% |
| Q2 2020 | 561 | $4.9B | 50,763,007 | 75 | 163 | 212 | 0.1% |
| Q1 2020 | 543 | $4.0B | 48,905,699 | 50 | 199 | 201 | 0.0% |
| Q4 2019 | 607 | $5.7B | 48,223,252 | 62 | 206 | 134 | 0.0% |
| Q3 2019 | 521 | $5.1B | 45,505,018 | 42 | 161 | 170 | 0.1% |
| Q2 2019 | 503 | $5.0B | 44,981,513 | 42 | 178 | 145 | 0.1% |
| Q1 2019 | 502 | $4.8B | 44,025,739 | 53 | 149 | 170 | 0.1% |
| Q4 2018 | 495 | $4.2B | 44,307,684 | 4 | 13 | 4 | 0.1% |