VANGUARD INDEX FDS (VOE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,208
Reporting holders
$13.7B
Reported value
0.1%
Held as options
+25
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $965.6M | 4,886,722 | 0.05% | 35q | +2.7%+$25.4M |
| EP Wealth Advisors, LLC | $887.0M | 4,488,689 | 3.39% | 26q | +8.4%+$68.9M |
| ASSETMARK, INC | $874.7M | 4,426,816 | 1.50% | 31q | +2.2%+$18.5M |
| JONES FINANCIAL COMPANIES LLLP | $672.0M | 3,377,503 | 0.27% | 31q | +7.8%+$48.6M |
| BANK OF AMERICA CORP /DE/ | $616.3M | 3,119,048 | 0.04% | 31q | +2.4%+$14.6M |
| WELLS FARGO & COMPANY/MN | $538.7M | 2,726,390 | 0.09% | 31q | -49.3%-$523.6M |
| ROYAL BANK OF CANADA | $450.2M | 2,278,495 | 0.07% | 31q | -5.9%-$28.3M |
| UBS Group AG | $303.8M | 1,537,314 | 0.04% | 31q | +4.9%+$14.2M |
| PNC Financial Services Group, Inc. | $284.4M | 1,439,048 | 0.14% | 31q | -1.5%-$4.4M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $273.9M | 1,386,013 | 0.94% | 2q | -14.8%-$47.5M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $241.7M | 1,223,159 | 13.66% | 27q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $241.0M | 1,219,545 | 0.06% | 31q | +1.2%+$2.8M |
| LPL Financial LLC | $229.5M | 1,161,630 | 0.05% | 31q | +6.2%+$13.4M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $224.4M | 1,135,535 | 1.66% | 31q | +4.2%+$9.0M |
| FMR LLC | $220.5M | 1,115,744 | 0.01% | 31q | +0.6%+$1.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $219.2M | 1,109,433 | 0.12% | 31q | +6.1%+$12.6M |
| Orgel Wealth Management, LLC | $190.1M | 961,906 | 3.60% | 21q | +7.0%+$12.4M |
| AMERIPRISE FINANCIAL INC | $148.9M | 753,590 | 0.03% | 31q | -57.3%-$200.1M |
| STIFEL FINANCIAL CORP | $146.1M | 739,432 | 0.12% | 31q | +5.2%+$7.2M |
| RAYMOND JAMES FINANCIAL INC | $144.3M | 730,073 | 0.04% | 7q | +1.4%+$1.9M |
| OSAIC HOLDINGS, INC. | $139.8M | 707,246 | 0.16% | 26q | +7.2%+$9.4M |
| Focus Partners Wealth | $129.2M | 653,694 | 0.13% | 11q | -4.4%-$6.0M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $123.7M | 626,144 | 0.93% | 4q | +2.3%+$2.8M |
| Mariner, LLC | $122.0M | 617,452 | 0.13% | 31q | +2.3%+$2.8M |
| SYM FINANCIAL Corp | $112.4M | 569,031 | 9.04% | 15q | HELD |
| Corient Private Wealth LP | $108.5M | 549,276 | 0.07% | 15q | +99.7%+$54.2M |
| Waverly Advisors, LLC | $102.5M | 518,803 | 0.59% | 31q | -2.1%-$2.2M |
| US BANCORP \DE\ | $99.6M | 504,063 | 0.11% | 31q | HELD |
| Creative Planning | $91.9M | 465,241 | 0.05% | 31q | +7.3%+$6.2M |
| Cetera Investment Advisers | $82.9M | 419,517 | 0.08% | 31q | -1.1%-$943.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $81.0M | 409,752 | 0.10% | 31q | +2.0%+$1.6M |
| Rockefeller Capital Management L.P. | $78.6M | 397,700 | 0.12% | 28q | HELD |
| JPMORGAN CHASE & CO | $76.1M | 383,149 | 0.00% | 31q | HELD |
| McAdam, LLC | $75.6M | 382,832 | 2.92% | 24q | +8.2%+$5.7M |
| Rodgers & Associates, LTD | $73.8M | 373,683 | 6.70% | 23q | HELD |
| TRUIST FINANCIAL CORP | $67.2M | 339,843 | 0.08% | 31q | -0.6%-$406.7K |
| Avior Wealth Management, LLC | $66.3M | 335,783 | 1.74% | 31q | -36.4%-$38.0M |
| Everhart Financial Group, Inc. | $63.2M | 319,994 | 4.05% | 23q | +404.7%+$50.7M |
| HighTower Advisors, LLC | $61.9M | 313,253 | 0.06% | 22q | -4.1%-$2.7M |
| Krilogy Financial LLC | $60.9M | 308,154 | 1.80% | 31q | +2.9%+$1.7M |
| Berman McAleer LLC | $60.2M | 304,687 | 6.97% | 4q | HELD |
| CIBC Bancorp USA Inc. | $58.9M | 296,030 | 0.07% | 2q | +7.7%+$4.2M |
| INSPIRION WEALTH ADVISORS, LLC | $52.0M | 262,126 | 5.95% | 25q | -1.3%-$683.6K |
| Trust Co | $51.5M | 260,508 | 4.64% | 20q | HELD |
| MML INVESTORS SERVICES, LLC | $49.2M | 248,798 | 0.10% | 31q | +2.9%+$1.4M |
| Kestra Advisory Services, LLC | $48.8M | 246,711 | 0.16% | 24q | +50.2%+$16.3M |
| 1832 Asset Management L.P. | $45.8M | 231,852 | 0.02% | 18q | HELD |
| HUB Investment Partners, LLC | $44.1M | 223,312 | 0.79% | 11q | -5.3%-$2.5M |
| BENJAMIN EDWARDS INC | $43.5M | 219,953 | 0.40% | 29q | +5.2%+$2.2M |
| Marotta Asset Management | $42.8M | 216,004 | 7.13% | 26q | -0.7%-$287.1K |
| KWMG, LLC | $42.4M | 214,735 | 3.07% | 31q | +3.7%+$1.5M |
| Summit Financial, LLC | $40.8M | 206,724 | 0.45% | 31q | +6.0%+$2.3M |
| NewEdge Advisors, LLC | $37.9M | 191,598 | 0.11% | 31q | +96.9%+$18.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $36.3M | 183,946 | 0.02% | 30q | +103.8%+$18.5M |
| Bragg Financial Advisors, Inc | $36.0M | 182,391 | 0.96% | 31q | +1.9%+$662.6K |
| Beacon Pointe Advisors, LLC | $33.5M | 169,698 | 0.16% | 30q | +6.6%+$2.1M |
| CONDOR CAPITAL MANAGEMENT | $33.3M | 168,392 | 2.49% | 31q | -1.6%-$544.4K |
| &PARTNERS | $33.0M | 167,087 | 0.14% | 10q | +18.2%+$5.1M |
| FIRST AMERICAN TRUST, FSB | $32.4M | 163,718 | 1.95% | 29q | -1.3%-$433.5K |
| BLAIR WILLIAM & CO/IL | $32.2M | 163,166 | 0.08% | 31q | -8.1%-$2.8M |
| CARY STREET PARTNERS FINANCIAL LLC | $31.7M | 184,005 | 0.69% | 7q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $31.2M | 157,923 | 0.01% | 26q | HELD |
| Diesslin Group, Inc. | $30.7M | 155,553 | 11.86% | 3q | +24.6%+$6.1M |
| BHK Investment Advisors, LLC | $30.4M | 154,011 | 9.09% | 31q | +0.6%+$185.2K |
| PRESILIUM PRIVATE WEALTH, LLC | $30.3M | 153,517 | 4.66% | 15q | +4.5%+$1.3M |
| Mesirow Financial Investment Management, Inc. | $29.6M | 149,741 | 0.46% | 11q | +1.2%+$347.6K |
| BANK OF MONTREAL /CAN/ | $29.3M | 148,473 | 0.01% | 31q | +1.8%+$514.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $28.7M | 142,559 | 0.05% | 12q | -4.1%-$1.2M |
| DIVERSIFIED MANAGEMENT INC | $28.6M | 144,951 | 6.12% | 3q | -0.7%-$198.2K |
| CAPTRUST FINANCIAL ADVISORS | $28.6M | 144,801 | 0.04% | 31q | +17.4%+$4.2M |
| Shah Wealth Advisors, LLC | $27.1M | 136,988 | 6.25% | new | FIRST |
| Equitable Holdings, Inc. | $26.4M | 133,731 | 0.16% | 27q | -52.9%-$29.7M |
| Wilmington Savings Fund Society, FSB | $26.3M | 132,889 | 0.59% | 12q | -13.9%-$4.2M |
| STEPHENS INC /AR/ | $26.1M | 132,161 | 0.29% | 31q | +2.4%+$606.2K |
| Wealthspire Advisors, LLC | $25.6M | 129,350 | 0.14% | 23q | +22.9%+$4.8M |
| AIRE ADVISORS, LLC | $25.6M | 129,318 | 4.16% | 19q | +1.2%+$300.0K |
| Grove Street Fiduciary, LLC | $25.1M | 126,898 | 10.59% | 7q | -1.7%-$438.9K |
| FIFTH THIRD BANCORP | $24.9M | 125,765 | 0.04% | 31q | -5.2%-$1.4M |
| World Investment Advisors | $24.8M | 134,561 | 0.41% | 9q | -0.7%-$177.2K |
| Strategic Investment Advisors / MI | $24.2M | 122,391 | 1.46% | 29q | +2.0%+$468.1K |
| ATLAS CAPITAL ADVISORS INC. | $23.2M | 121,302 | 1.30% | 30q | +111.6%+$12.2M |
| Shakespeare Wealth Management, LLC | $23.1M | 117,058 | 6.12% | 31q | -35.4%-$12.7M |
| ARVEST INVESTMENTS, INC. | $22.7M | 114,879 | 2.75% | 11q | +3.6%+$788.2K |
| Advisory Alpha, LLC | $21.3M | 107,901 | 0.52% | 22q | +6.1%+$1.2M |
| DAVENPORT & Co LLC | $21.2M | 107,297 | 0.10% | 31q | +22.9%+$3.9M |
| Praetorian Wealth Management, Inc. | $20.9M | 105,965 | 3.60% | 25q | +0.9%+$185.5K |
| SAGE FINANCIAL GROUP INC | $20.4M | 103,488 | 1.13% | 31q | -0.6%-$119.2K |
| OLIO Financial Planning | $20.3M | 102,577 | 5.03% | 19q | +3.3%+$648.3K |
| Ledyard National Bank | $20.3M | 102,554 | 1.63% | 31q | -1.1%-$221.5K |
| Baird Financial Group, Inc. | $19.9M | 100,654 | 0.03% | 31q | -4.4%-$911.1K |
| Bryn Mawr Trust Advisors, LLC | $18.9M | 95,789 | 0.82% | 25q | -11.7%-$2.5M |
| Legacies Wealth LLC | $18.8M | 95,248 | 10.31% | 31q | +4.5%+$802.7K |
| Cerity Partners LLC | $18.7M | 94,783 | 0.02% | 25q | +48.3%+$6.1M |
| Chicago Partners Investment Group LLC | $18.7M | 92,306 | 0.37% | 31q | +2.6%+$478.4K |
| Asset Management Group, Inc. | $18.7M | 94,554 | 2.73% | 31q | -1.3%-$242.5K |
| Lutz Financial Services LLC | $17.6M | 88,896 | 1.07% | 31q | -0.9%-$161.0K |
| Savant Capital, LLC | $17.5M | 87,703 | 0.05% | 15q | +295.1%+$13.0M |
| Compton Wealth Advisory Group, LLC | $17.4M | 87,530 | 3.50% | 31q | -0.6%-$97.9K |
| PRINCIPAL SECURITIES, INC. | $17.3M | 87,795 | 0.21% | 11q | +22.6%+$3.2M |
| Clayton Financial Group LLC | $17.2M | 87,231 | 9.53% | 11q | +1.7%+$291.9K |
Showing the largest 100 of 1,241 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 | 1,208 | $13.7B | 69,359,827 | 77 | 370 | 350 | 0.1% |
| Q1 2026 | 1,183 | $13.2B | 71,589,005 | 84 | 374 | 362 | 0.0% |
| Q4 2025 | 1,156 | $11.9B | 67,143,598 | 80 | 408 | 297 | 0.0% |
| Q3 2025 | 1,068 | $10.5B | 60,370,955 | 53 | 340 | 309 | 0.1% |
| Q2 2025 | 1,072 | $10.4B | 63,017,373 | 71 | 318 | 323 | 0.1% |
| Q1 2025 | 1,041 | $9.5B | 58,998,122 | 57 | 341 | 300 | 0.1% |
| Q4 2024 | 1,060 | $9.5B | 58,788,553 | 59 | 343 | 254 | 0.0% |
| Q3 2024 | 980 | $9.8B | 58,341,229 | 83 | 297 | 279 | 0.1% |
| Q2 2024 | 927 | $8.6B | 57,168,501 | 57 | 283 | 304 | 0.1% |
| Q1 2024 | 915 | $10.0B | 64,167,537 | 65 | 290 | 306 | 0.1% |
| Q4 2023 | 899 | $8.7B | 60,211,782 | 56 | 271 | 281 | 0.1% |
| Q3 2023 | 819 | $7.4B | 56,306,280 | 38 | 272 | 260 | 0.1% |
| Q2 2023 | 825 | $7.7B | 55,745,928 | 52 | 267 | 286 | 0.1% |
| Q1 2023 | 809 | $7.5B | 55,697,045 | 54 | 256 | 281 | 0.1% |
| Q4 2022 | 777 | $7.3B | 53,824,897 | 72 | 237 | 227 | 0.2% |
| 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% |