VANGUARD INDEX FDS (VOO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
3,858
Reporting holders
$379.5B
Reported value
2.9%
Held as options
+153
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 |
|---|---|---|---|---|---|
| Vanguard Global Advisers, LLC | $28.3B | 41,269,848 | 13.21% | 2q | +4.2%+$1.1B |
| RAYMOND JAMES FINANCIAL INC | $21.4B | 31,148,382 | 5.80% | 7q | +1.7%+$348.8M |
| California Public Employees Retirement System | $21.1B | 30,713,968 | 11.89% | 7q | -8.7%-$2.0B |
| BANK OF AMERICA CORP /DE/ | $19.1B | 27,849,974 | 1.23% | 31q | +1.5%+$280.8M |
| MORGAN STANLEY | $17.1B | 24,882,329 | 0.90% | 35q | +2.1%+$354.8M |
| JPMORGAN CHASE & CO | $16.3B | 23,987,874 | 0.90% | 31q | -12.0%-$2.2B |
| JONES FINANCIAL COMPANIES LLLP | $12.4B | 18,541,326 | 4.98% | 31q | +8.5%+$969.3M |
| GOLDMAN SACHS GROUP INC | $10.6B | 15,458,745 | 0.92% | 31q | +2.6%+$272.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $7.5B | 10,909,213 | 4.65% | 30q | +107.4%+$3.9B |
| ENVESTNET ASSET MANAGEMENT INC | $7.4B | 10,822,531 | 1.75% | 31q | +1.3%+$97.8M |
| ROYAL BANK OF CANADA | $6.8B | 8,401,516 | 1.02% | 31q | +35.1%+$1.8B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.6B | 643,313 | 0.52% | 31q | +56.9%+$2.4B |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $5.3B | 7,762,285 | 14.31% | 19q | +816.6%+$4.7B |
| LPL Financial LLC | $4.6B | 6,623,289 | 1.02% | 31q | +3.5%+$152.5M |
| WELLS FARGO & COMPANY/MN | $4.4B | 6,461,383 | 0.72% | 31q | -48.3%-$4.1B |
| Corient Private Wealth LP | $4.0B | 5,787,690 | 2.55% | 15q | +93.8%+$1.9B |
| Cerity Partners LLC | $3.6B | 5,299,979 | 4.39% | 31q | +3.1%+$109.0M |
| UBS Group AG | $3.3B | 4,773,701 | 0.42% | 31q | +2.0%+$64.2M |
| AMERIPRISE FINANCIAL INC | $3.0B | 4,384,186 | 0.61% | 31q | -40.7%-$2.1B |
| NATIXIS | $3.0B | 4,306,256 | 11.91% | 3q | -29.3%-$1.2B |
| Innovator Capital Management, LLC | $2.9B | 4,290,863 | 99.91% | 2q | +178.2%+$1.9B |
| ASSETMARK, INC | $2.8B | 4,037,865 | 4.77% | 31q | +8.5%+$216.2M |
| Alberta Investment Management Corp | $2.7B | 3,880,748 | 14.92% | 6q | +15.6%+$358.9M |
| CITIGROUP INC | $2.5B | 3,667,710 | 0.83% | 31q | +17.8%+$380.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.2B | 3,216,197 | 1.18% | 31q | +11.4%+$225.7M |
| CITADEL ADVISORS LLC | $2.2B | 96,708 | 0.25% | 31q | HELD |
| National Mutual Insurance Federation of Agricultural Cooperatives | $2.0B | 2,925,650 | 13.14% | 31q | HELD |
| HighTower Advisors, LLC | $1.9B | 2,758,297 | 1.84% | 22q | +4.0%+$73.1M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $1.9B | 2,754,197 | 27.30% | 31q | -0.6%-$10.6M |
| Focus Partners Wealth | $1.8B | 2,688,933 | 1.89% | 11q | +0.6%+$11.7M |
| MEITAV INVESTMENT HOUSE LTD | $1.7B | 2,501,606 | 11.56% | new | NEW |
| JANE STREET GROUP, LLC | $1.6B | 28,030 | 0.13% | 31q | HELD |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.6B | 2,353,485 | 21.25% | 7q | +2.4%+$38.6M |
| BlackRock, Inc. | $1.6B | 2,282,662 | 0.02% | 8q | +7.8%+$113.0M |
| Cetera Investment Advisers | $1.5B | 2,217,564 | 1.39% | 31q | +10.8%+$148.8M |
| FJ Investments, LLC | $1.4B | 2,108,696 | 78.64% | 11q | HELD |
| BANK OF KOREA | $1.3B | 1,923,442 | 33.99% | 3q | -22.4%-$382.0M |
| Trans-Canada Capital Inc. | $1.3B | 1,921,146 | 72.26% | 7q | -9.5%-$138.2M |
| Pathstone Holdings, LLC | $1.3B | 1,891,310 | 3.78% | 11q | +13.6%+$155.1M |
| GLENMEDE TRUST CO NA | $1.3B | 1,843,153 | 5.59% | 29q | +1.3%+$16.0M |
| MILLENNIUM MANAGEMENT LLC | $1.3B | 1,825,001 | 0.46% | 4q | +79.5%+$558.4M |
| E-L Financial Corp Ltd | $1.2B | 1,244,848 | 100.00% | 31q | -1.7%-$21.2M |
| TRUIST FINANCIAL CORP | $1.2B | 1,732,785 | 1.42% | 31q | +52.7%+$410.8M |
| STIFEL FINANCIAL CORP | $1.1B | 1,667,490 | 0.95% | 31q | +5.4%+$58.6M |
| Creative Planning | $1.1B | 1,655,904 | 0.66% | 31q | +2.3%+$25.9M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.1B | 1,606,745 | 6.08% | 31q | HELD |
| USS Investment Management Ltd | $1.1B | 1,569,585 | 3.87% | 4q | -55.1%-$1.3B |
| Fisher Asset Management, LLC | $1.1B | 1,567,739 | 0.32% | 31q | HELD |
| Freestone Grove Partners LP | $1.0B | 1,501,826 | 6.62% | 6q | +13.8%+$125.1M |
| OSAIC HOLDINGS, INC. | $1.0B | 1,500,334 | 1.21% | 26q | +21.3%+$180.8M |
| Plante Moran Financial Advisors, LLC | $1.0B | 1,477,660 | 47.21% | 31q | +1.3%+$12.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.0B | 1,472,234 | 0.79% | 31q | -2.3%-$24.1M |
| BANK OF MONTREAL /CAN/ | $1.0B | 1,469,667 | 0.33% | 31q | +8.9%+$82.5M |
| CIBC Bancorp USA Inc. | $1.0B | 1,464,441 | 1.22% | 3q | +43.8%+$304.6M |
| Rockefeller Capital Management L.P. | $997.4M | 1,452,227 | 1.53% | 31q | +4.0%+$38.2M |
| Clearstead Advisors, LLC | $996.5M | 1,450,939 | 9.41% | 31q | -12.4%-$140.7M |
| PRUDENTIAL FINANCIAL INC | $995.2M | 1,449,018 | 1.08% | 34q | HELD |
| ALLIANCEBERNSTEIN L.P. | $975.5M | 1,632,523 | 0.32% | 31q | +4.3%+$40.4M |
| JMG Financial Group, Ltd. | $966.3M | 1,406,914 | 23.34% | 31q | +0.9%+$8.3M |
| Nicholas Hoffman & Company, LLC. | $961.7M | 1,400,242 | 20.30% | 31q | +0.5%+$5.1M |
| Angeles Investment Advisors, LLC | $920.1M | 1,339,649 | 55.26% | 31q | -4.8%-$46.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $903.5M | 1,315,456 | 1.14% | 31q | -1.1%-$9.9M |
| Russell Investments Group, Ltd. | $898.8M | 1,308,720 | 0.79% | 10q | +10179.0%+$890.1M |
| BARCLAYS PLC | $888.9M | 1,294,234 | 0.17% | 31q | +2.8%+$24.5M |
| Cresset Asset Management, LLC | $887.8M | 1,292,710 | 3.21% | 31q | +8.2%+$67.5M |
| Mirae Asset Global Investments Co., Ltd. | $855.2M | 1,245,238 | 1.26% | 31q | -45.4%-$709.7M |
| EXCHANGE TRADED CONCEPTS, LLC | $848.4M | 1,235,250 | 1.94% | 8q | +119.4%+$461.8M |
| DUMAC, INC. | $840.3M | 1,223,510 | 76.36% | 3q | +15.8%+$114.6M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $830.7M | 1,219,824 | 0.59% | 18q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $822.7M | 1,197,901 | 1.26% | 31q | +2.0%+$15.9M |
| Beacon Pointe Advisors, LLC | $807.8M | 1,176,174 | 3.75% | 31q | +8.5%+$63.2M |
| COUNTRY TRUST BANK | $806.8M | 1,174,634 | 14.12% | 31q | -1.9%-$15.4M |
| Wealthspire Advisors, LLC | $792.8M | 1,154,326 | 4.37% | 31q | +2.1%+$16.6M |
| Systematic Alpha Investments, LLC | $777.8M | 1,132,544 | 20.89% | 23q | HELD |
| Acropolis Investment Management, LLC | $731.2M | 1,138,664 | 15.27% | 31q | +99.6%+$364.9M |
| ELEMENT CAPITAL MANAGEMENT LLC | $702.3M | 1,022,597 | 21.93% | new | NEW |
| SWF LLC | $692.9M | 1,008,873 | 46.36% | 6q | +9.9%+$62.2M |
| Baird Financial Group, Inc. | $666.2M | 970,022 | 0.92% | 31q | +1.3%+$8.3M |
| Rakuten Investment Management, Inc. | $650.4M | 955,039 | 1.88% | 5q | -44.9%-$530.5M |
| Summit Trail Advisors, LLC | $648.7M | 944,467 | 8.16% | 5q | -10.4%-$75.5M |
| AQR CAPITAL MANAGEMENT LLC | $648.6M | 944,297 | 0.23% | 12q | +37.5%+$177.0M |
| Pandi, LLC | $647.2M | 942,369 | 98.32% | 7q | -6.1%-$41.8M |
| NEPC LLC | $646.9M | 941,895 | 12.07% | 13q | -3.7%-$24.9M |
| Constellation Investments, Inc. | $643.0M | 936,173 | 20.19% | 7q | -2.2%-$14.2M |
| P/E Global LLC | $632.7M | 921,199 | 40.60% | 7q | +7.8%+$45.6M |
| CIBC Asset Management Inc | $630.5M | 918,601 | 1.38% | 28q | -2.8%-$17.9M |
| DIVERSIFIED TRUST CO | $630.4M | 917,839 | 10.10% | 31q | +1.0%+$6.2M |
| OMERS ADMINISTRATION Corp | $612.9M | 892,933 | 3.67% | 2q | -43.8%-$477.0M |
| Wealthfront Advisers LLC | $606.7M | 883,355 | 1.17% | 31q | +2.6%+$15.2M |
| CAPSTONE INVESTMENT ADVISORS, LLC | $589.2M | 857,924 | 1.09% | 8q | HELD |
| MML INVESTORS SERVICES, LLC | $586.0M | 853,265 | 1.20% | 31q | +25.6%+$119.4M |
| NEUBERGER BERMAN GROUP LLC | $580.8M | 845,691 | 0.39% | 31q | +10.6%+$55.7M |
| Call To Action Foundation | $579.0M | 842,980 | 100.00% | 11q | -1.4%-$8.5M |
| Mariner, LLC | $560.9M | 816,784 | 0.59% | 31q | -9.1%-$56.1M |
| GenTrust, LLC | $557.8M | 812,211 | 21.43% | 14q | -1.7%-$9.4M |
| Quantinno Capital Management LP | $530.0M | 771,671 | 0.64% | 18q | +12.1%+$57.4M |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $529.3M | 770,657 | 6.21% | 29q | +40.7%+$153.1M |
| West Virginia University Foundation, Inc | $529.3M | 770,596 | 43.24% | 7q | -37.2%-$313.7M |
| CITIZENS FINANCIAL GROUP INC/RI | $522.6M | 760,880 | 6.30% | 31q | -0.8%-$4.2M |
| ALERUS FINANCIAL NA | $515.0M | 749,797 | 22.52% | 31q | -1.2%-$6.0M |
Showing the largest 100 of 3,993 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 | 3,858 | $379.5B | 537,473,545 | 216 | 1,713 | 1,044 | 2.9% |
| Q1 2026 | 3,705 | $312.0B | 518,269,467 | 146 | 1,642 | 1,132 | 1.1% |
| Q4 2025 | 3,706 | $327.3B | 520,207,772 | 168 | 1,529 | 983 | 0.6% |
| Q3 2025 | 3,344 | $296.0B | 480,346,726 | 164 | 1,410 | 967 | 1.2% |
| Q2 2025 | 3,237 | $259.1B | 443,164,076 | 156 | 1,452 | 950 | 1.3% |
| Q1 2025 | 3,175 | $218.6B | 422,504,537 | 139 | 1,413 | 949 | 0.9% |
| Q4 2024 | 3,152 | $222.0B | 407,157,238 | 146 | 1,336 | 747 | 1.1% |
| Q3 2024 | 2,765 | $201.9B | 377,408,396 | 155 | 1,167 | 743 | 1.2% |
| Q2 2024 | 2,668 | $179.8B | 357,543,923 | 144 | 1,142 | 767 | 0.6% |
| Q1 2024 | 2,568 | $184.6B | 382,437,767 | 157 | 1,097 | 773 | 1.1% |
| Q4 2023 | 2,475 | $145.5B | 335,924,444 | 144 | 1,060 | 652 | 0.8% |
| Q3 2023 | 2,208 | $117.5B | 296,647,032 | 88 | 914 | 655 | 1.1% |
| Q2 2023 | 2,170 | $120.1B | 293,524,746 | 146 | 842 | 651 | 0.8% |
| Q1 2023 | 2,046 | $100.6B | 294,696,565 | 110 | 775 | 698 | 0.7% |
| Q4 2022 | 1,893 | $85.7B | 241,869,055 | 123 | 792 | 514 | 0.7% |
| Q3 2022 | 2,073 | $98.1B | 293,708,332 | 86 | 886 | 607 | 1.3% |
| Q2 2022 | 2,089 | $101.1B | 285,928,309 | 97 | 870 | 665 | 1.4% |
| Q1 2022 | 2,130 | $129.4B | 304,576,093 | 121 | 900 | 624 | 2.5% |
| Q4 2021 | 2,115 | $120.8B | 267,442,310 | 139 | 830 | 462 | 3.1% |
| Q3 2021 | 1,797 | $109.1B | 273,667,010 | 105 | 719 | 484 | 1.1% |
| Q2 2021 | 1,746 | $105.3B | 262,651,729 | 110 | 709 | 485 | 1.7% |
| Q1 2021 | 1,697 | $93.6B | 255,880,419 | 104 | 684 | 524 | 0.4% |
| Q4 2020 | 1,657 | $77.8B | 223,999,431 | 105 | 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% |