# VANGUARD INDEX FDS (VOT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VOT/

- Reporting holders: 69
- Reported value: $572.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [STEPHENS GROUP ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1726808-stephens-group-asset-management-llc/) | $201.4M | 689,650 | 11.5% | 28 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $68.4M | 234,303 | 4.2% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $55.4M | 189,555 | 0.4% | 16 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $48.2M | 164,992 | 4.2% | 21 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $45.8M | 156,923 | 3.3% | 32 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $28.5M | 97,518 | 3.2% | 32 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $18.9M | 64,686 | 3.1% | 1 |
| [Gladwyn Financial Advisors, Inc.](https://holderbook.com/funds/2078684-gladwyn-financial-advisors-inc/) | $11.6M | 39,723 | 7.4% | 6 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $10.6M | 36,126 | 1.2% | 20 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $10.3M | 35,186 | 2.3% | 24 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $6.9M | 23,600 | 0.8% | 24 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $6.9M | 23,591 | 0.2% | 32 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $5.8M | 19,753 | 2.4% | 12 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $5.2M | 17,962 | 2.8% | 8 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $4.8M | 16,297 | 0.3% | 15 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $4.0M | 13,687 | 0.4% | 4 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $3.8M | 12,730 | 0.1% | 20 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $3.5M | 12,029 | 0.3% | 17 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $3.5M | 11,968 | 0.9% | 32 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $3.4M | 11,646 | 0.9% | 28 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $3.3M | 11,313 | 0.2% | 31 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $2.1M | 7,057 | 0.4% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.0M | 7,005 | 0.1% | 24 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $1.8M | 6,040 | 1.1% | 7 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $1.5M | 5,265 | 0.4% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 69 | $572.7M |
| Q2 2026 | 1,103 | $12.4B |
| Q1 2026 | 1,055 | $10.4B |
| Q4 2025 | 1,079 | $10.8B |
| Q3 2025 | 1,023 | $10.5B |
| Q2 2025 | 1,016 | $10.8B |
| Q1 2025 | 979 | $8.8B |
| Q4 2024 | 980 | $10.0B |
| Q3 2024 | 906 | $9.0B |
| Q2 2024 | 866 | $8.3B |
| Q1 2024 | 867 | $8.6B |
| Q4 2023 | 843 | $7.2B |