VANGUARD INDEX FDS (VOO)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
246
Reporting holders
$3.6B
Reported value
0.0%
Calls
0.0%
Puts
-3,761
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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $401.3M | 572,525 | 2.83% | 16q | +4.9%+$18.9M |
| Acropolis Investment Management, LLC | $395.8M | 564,743 | 15.91% | 32q | -50.4%-$402.2M |
| GoalVest Advisory LLC | $224.0M | 319,605 | 38.74% | 22q | +5.7%+$12.0M |
| Go Invest LLC | $158.3M | 225,842 | 33.50% | 4q | +10.5%+$15.1M |
| Global Wealth Strategies & Associates | $150.6M | 214,836 | 27.60% | 16q | +1.9%+$2.9M |
| Wedmont Private Capital | $148.7M | 209,062 | 3.56% | 20q | +1.7%+$2.5M |
| PARK NATIONAL CORP /OH/ | $135.6M | 193,537 | 3.68% | 30q | +823.6%+$121.0M |
| Conrad Siegel Investment Advisors, Inc. | $115.1M | 164,197 | 18.62% | 20q | -2.6%-$3.1M |
| Grove Bank & Trust | $93.9M | 134,037 | 9.34% | 32q | -3.2%-$3.1M |
| Valeo Financial Advisors, LLC | $86.4M | 123,253 | 1.82% | 32q | +1.3%+$1.1M |
| CoreCap Advisors, LLC | $78.0M | 111,307 | 2.24% | 9q | +0.8%+$651.8K |
| BRIGHTON SECURITIES CORP. | $76.6M | 109,246 | 32.04% | 8q | +2.5%+$1.9M |
| Apella Capital, LLC | $74.9M | 104,803 | 0.95% | 26q | +15.5%+$10.0M |
| MOODY NATIONAL BANK TRUST DIVISION | $70.8M | 100,960 | 5.85% | 31q | +1.1%+$753.4K |
| STEPH & CO | $63.4M | 90,429 | 16.15% | 28q | HELD |
| Kearns & Associates LLC | $63.1M | 90,079 | 29.01% | 20q | HELD |
| MFA WEALTH ADVISORS, LLC | $49.4M | 70,448 | 8.39% | 7q | -1.2%-$613.3K |
| SigFig Wealth Management, LLC | $45.2M | 64,535 | 1.13% | 14q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $41.1M | 58,633 | 8.05% | 24q | +2.0%+$813.0K |
| Factor Wealth Management LTD | $41.0M | 58,458 | 6.26% | 8q | HELD |
| TOMPKINS FINANCIAL CORP | $39.7M | 56,630 | 2.80% | 31q | +2.0%+$768.1K |
| Avidian Wealth Enterprises, LLC | $39.4M | 56,166 | 1.10% | 32q | +3.6%+$1.4M |
| Oak Root LLC | $38.2M | 54,519 | 4.21% | 12q | HELD |
| McNaughton Wealth Management, LLC | $33.0M | 47,134 | 11.54% | 7q | +6.2%+$1.9M |
| Venture Visionary Partners LLC | $28.5M | 40,688 | 0.75% | 28q | -1.3%-$387.6K |
| Retirement Wealth Solutions LLC | $27.7M | 39,491 | 14.62% | 8q | -0.9%-$256.5K |
| Wealth Group Ltd | $25.0M | 35,400 | 4.64% | 12q | -2.6%-$662.2K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $24.6M | 35,160 | 4.14% | 9q | +39.2%+$6.9M |
| jvl associates llc | $24.2M | 34,540 | 6.97% | 7q | -1.0%-$236.2K |
| Lake Hills Wealth Management, LLC | $23.1M | 32,963 | 10.61% | 20q | -1.1%-$253.7K |
| SAPIENT CAPITAL LLC | $23.0M | 32,861 | 0.31% | 12q | -47.8%-$21.1M |
| Whitaker-Myers Wealth Managers, LTD. | $22.3M | 31,857 | 3.64% | 16q | +5.5%+$1.2M |
| First Heartland Consultants, Inc. | $18.1M | 25,838 | 1.20% | 32q | +4.8%+$823.5K |
| AVITY INVESTMENT MANAGEMENT INC. | $17.9M | 25,489 | 1.12% | 24q | +2.4%+$423.3K |
| Freestate Advisors LLC | $17.5M | 24,915 | 13.43% | 9q | -3.5%-$626.6K |
| Tactive Advisors, LLC | $17.3M | 24,705 | 4.16% | 12q | HELD |
| Midwest Financial Partners Investments, Inc. | $17.3M | 24,686 | 6.65% | 4q | +9.5%+$1.5M |
| Trinity Financial Advisors LLC | $16.7M | 23,804 | 4.29% | 20q | +4.9%+$773.7K |
| Strategic Financial Group, LLC | $16.4M | 23,340 | 15.84% | 3q | -0.5%-$85.5K |
| Roth Financial Partners LLC | $16.0M | 22,785 | 4.77% | 23q | -3.4%-$561.4K |
| Bangor Savings Bank | $14.0M | 19,989 | 1.07% | 32q | -3.8%-$555.1K |
| Financial Enhancement Group LLC | $13.7M | 19,163 | 1.57% | 8q | +22.5%+$2.5M |
| Legacy Private Trust Co. | $13.6M | 19,347 | 0.74% | 32q | -0.9%-$119.8K |
| ROCKLAND TRUST CO | $13.1M | 18,751 | 0.50% | 32q | +0.9%+$122.7K |
| Bath Savings Trust Co | $13.0M | 18,594 | 1.35% | 24q | +13.0%+$1.5M |
| Delta Wealth Advisors LLC | $12.5M | 17,853 | 8.59% | 11q | -3.5%-$459.8K |
| Balefire, LLC | $12.1M | 17,193 | 1.89% | 14q | -0.8%-$102.3K |
| Sunburst Financial Group, LLC | $11.8M | 16,823 | 1.87% | 28q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $11.7M | 16,759 | 0.76% | 11q | +26.9%+$2.5M |
| Breakwater Capital Group | $11.2M | 15,963 | 1.33% | 16q | HELD |
| Everhart Financial Group, Inc. | $10.6M | 15,158 | 0.65% | 24q | +15.7%+$1.4M |
| Bank of New Hampshire | $10.5M | 14,984 | 2.27% | 22q | -6.8%-$766.7K |
| EASTERN BANK | $10.1M | 14,468 | 0.15% | 9q | -0.6%-$61.7K |
| Attessa Capital LLC | $9.9M | 14,170 | 4.26% | 8q | +1.7%+$167.5K |
| Wealth Enhancement Trust Services, Inc. | $9.9M | 14,128 | 1.06% | 4q | -57.2%-$13.3M |
| WALLER FINANCIAL PLANNING GROUP, INC | $9.7M | 13,877 | 1.97% | 32q | HELD |
| Sound Income Strategies, LLC | $9.6M | 13,502 | 0.43% | 31q | +1.6%+$147.9K |
| Violich Capital Management, Inc. | $9.6M | 13,668 | 1.03% | 32q | +4.2%+$389.0K |
| Invariant Investment Management | $9.5M | 13,366 | 5.47% | 4q | +13.9%+$1.2M |
| Bill Few Associates, Inc. | $9.4M | 13,390 | 1.94% | 15q | +1.9%+$173.1K |
| Kaizen Financial Strategies | $9.0M | 12,829 | 3.54% | 13q | +90.8%+$4.3M |
| Crumly & Associates Inc. | $8.9M | 12,641 | 1.57% | 27q | +1.3%+$114.9K |
| COLLECTIVE FAMILY OFFICE LLC | $8.4M | 12,001 | 1.74% | 24q | -4.9%-$428.9K |
| ARMSTRONG ADVISORY GROUP, INC | $8.2M | 11,764 | 0.50% | 16q | HELD |
| TILIA FIDUCIARY PARTNERS, INC. | $7.7M | 10,952 | 1.77% | 20q | +134.6%+$4.4M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $7.6M | 10,901 | 1.09% | 18q | +0.6%+$42.8K |
| SEARCY FINANCIAL SERVICES INC /ADV | $7.6M | 10,899 | 2.73% | 11q | -7.8%-$646.2K |
| Koenig Investment Advisory, LLC | $7.5M | 10,759 | 5.52% | 4q | +2.0%+$147.2K |
| Gainplan LLC | $7.0M | 10,028 | 2.73% | 28q | +5.6%+$370.8K |
| KFA Private Wealth Group, LLC | $7.0M | 10,026 | 1.65% | 25q | +82.7%+$3.2M |
| Hardin Capital Partners, LLC | $7.0M | 9,966 | 3.41% | 10q | +7.1%+$461.1K |
| Gouws Capital LLC | $6.7M | 9,580 | 3.17% | 20q | +1.1%+$72.2K |
| Coastline Trust Co | $6.7M | 9,574 | 0.63% | 32q | -14.8%-$1.2M |
| YHB Investment Advisors, Inc. | $6.6M | 9,383 | 0.41% | 25q | HELD |
| ECLECTIC ASSOCIATES INC /ADV | $6.3M | 9,020 | 0.71% | 20q | -10.6%-$751.3K |
| Marotta Asset Management | $6.1M | 8,654 | 1.03% | 27q | -7.8%-$514.4K |
| LAWOOD & CO | $6.0M | 8,590 | 4.16% | 4q | +14.3%+$752.7K |
| Ledgewood Wealth Advisors, LLC | $5.9M | 8,460 | 3.27% | 12q | HELD |
| LifeGoal Investments, LLC | $5.9M | 8,394 | 1.79% | 8q | +185.1%+$3.8M |
| MassMutual Private Wealth & Trust, FSB | $5.8M | 8,215 | 0.15% | 32q | +4.6%+$251.6K |
| RVW Wealth, LLC | $5.6M | 7,990 | 0.36% | 20q | +23.1%+$1.1M |
| Ridgewood Investments LLC | $5.1M | 7,245 | 1.87% | 25q | +3.7%+$182.9K |
| New Covenant Trust Company, N.A. | $4.9M | 6,930 | 3.36% | 11q | -2.9%-$146.5K |
| Allen Mooney & Barnes Investment Advisors LLC | $4.7M | 6,722 | 0.70% | 19q | -17.1%-$969.3K |
| Planning Strategies Inc. | $4.7M | 6,711 | 2.78% | 2q | +4.3%+$192.0K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $4.7M | 6,667 | 0.06% | 32q | +16.4%+$658.9K |
| GAMMA Investing LLC | $4.2M | 5,938 | 0.14% | 11q | +11.7%+$436.6K |
| DIVERSIFIED MANAGEMENT INC | $4.0M | 5,770 | 0.71% | 4q | +9.3%+$345.5K |
| Peoples Bank/KS | $3.9M | 5,564 | 3.80% | 13q | +1.4%+$52.6K |
| Investors Research Corp | $3.7M | 5,326 | 0.66% | 19q | +123.0%+$2.1M |
| Lee, Kelleher & Klein Wealth Management | $3.7M | 5,243 | 1.89% | 8q | -1.0%-$37.1K |
| Veery Capital, LLC | $3.5M | 4,947 | 0.92% | 24q | +1.4%+$48.4K |
| Montecito Bank & Trust | $3.4M | 4,896 | 0.52% | 31q | -64.9%-$6.4M |
| Baring Financial LLC | $3.3M | 4,711 | 1.76% | 8q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $3.3M | 4,695 | 0.29% | 9q | HELD |
| Weaver Consulting Group | $3.1M | 4,471 | 0.61% | 31q | -6.4%-$215.8K |
| Capital Advisors Wealth Management, LLC | $3.0M | 4,323 | 0.34% | 8q | +13.0%+$347.6K |
| Versant Capital Management, Inc | $3.0M | 4,266 | 0.26% | 21q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $3.0M | 4,219 | 0.79% | 12q | -2.7%-$83.4K |
| Seven Bridges Advisors LLC | $2.9M | 4,168 | 1.32% | 2q | HELD |
Showing the largest 100 of 253 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 | 246 | $3.6B | 5,098,769 | 4 | 114 | 61 | 0.0% |
| Q2 2026 | 4,007 | $411.5B | 581,064,458 | 227 | 1,778 | 1,074 | 3.2% |
| Q1 2026 | 3,837 | $327.9B | 544,607,702 | 150 | 1,707 | 1,167 | 1.1% |
| Q4 2025 | 3,850 | $345.0B | 547,121,300 | 180 | 1,574 | 1,025 | 0.6% |
| Q3 2025 | 3,474 | $311.0B | 504,973,404 | 176 | 1,463 | 1,001 | 1.1% |
| Q2 2025 | 3,397 | $273.2B | 468,066,888 | 161 | 1,516 | 1,008 | 1.2% |
| Q1 2025 | 3,341 | $232.2B | 448,904,077 | 148 | 1,479 | 997 | 0.8% |
| Q4 2024 | 3,334 | $276.9B | 509,040,104 | 168 | 1,400 | 797 | 0.8% |
| Q3 2024 | 2,938 | $215.2B | 402,708,926 | 169 | 1,232 | 786 | 1.1% |
| Q2 2024 | 2,843 | $196.4B | 392,979,099 | 157 | 1,199 | 826 | 0.5% |
| Q1 2024 | 2,755 | $198.3B | 410,938,516 | 169 | 1,174 | 821 | 1.0% |
| Q4 2023 | 2,668 | $157.7B | 362,647,679 | 159 | 1,140 | 706 | 0.8% |
| Q3 2023 | 2,410 | $163.8B | 414,156,602 | 110 | 996 | 706 | 0.8% |
| Q2 2023 | 2,377 | $131.6B | 321,199,186 | 163 | 921 | 726 | 0.7% |
| Q1 2023 | 2,282 | $111.9B | 322,973,809 | 128 | 859 | 779 | 1.0% |
| Q4 2022 | 2,257 | $125.1B | 352,477,711 | 147 | 939 | 613 | 0.8% |
| Q3 2022 | 2,074 | $98.1B | 293,709,307 | 86 | 887 | 607 | 1.3% |
| Q2 2022 | 2,090 | $101.1B | 285,929,270 | 97 | 870 | 666 | 1.4% |
| Q1 2022 | 2,131 | $129.4B | 304,577,523 | 121 | 901 | 624 | 2.5% |
| Q4 2021 | 2,117 | $120.8B | 267,444,243 | 139 | 831 | 462 | 3.1% |
| Q3 2021 | 1,798 | $109.1B | 273,667,694 | 105 | 720 | 484 | 1.1% |
| Q2 2021 | 1,747 | $105.3B | 262,652,383 | 110 | 710 | 485 | 1.7% |
| Q1 2021 | 1,698 | $93.6B | 255,880,993 | 104 | 684 | 525 | 0.4% |
| Q4 2020 | 1,658 | $77.8B | 224,000,028 | 106 | 634 | 441 | 0.9% |
| Q3 2020 | 1,466 | $76.4B | 245,648,901 | 97 | 526 | 503 | 0.6% |
| Q2 2020 | 1,426 | $69.8B | 245,073,218 | 156 | 519 | 475 | 0.4% |
| Q1 2020 | 1,334 | $54.7B | 229,413,490 | 114 | 617 | 402 | 0.8% |
| Q4 2019 | 1,343 | $61.0B | 205,764,589 | 131 | 487 | 301 | 0.4% |
| Q3 2019 | 1,127 | $58.6B | 213,790,850 | 63 | 471 | 299 | 0.3% |
| Q2 2019 | 1,115 | $54.7B | 201,958,147 | 78 | 445 | 297 | 0.3% |
| Q1 2019 | 1,079 | $51.8B | 198,870,704 | 77 | 403 | 345 | 0.2% |
| Q4 2018 | 1,073 | $41.0B | 177,522,710 | 16 | 19 | 14 | 0.1% |