VANGUARD INDEX FDS (VOT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,064
Reporting holders
$11.9B
Reported value
0.4%
Held as options
+48
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 | $939.5M | 3,067,150 | 0.05% | 35q | +2.9%+$26.1M |
| ASSETMARK, INC | $658.7M | 2,150,345 | 1.13% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $649.6M | 2,120,757 | 0.04% | 31q | -1.7%-$11.3M |
| EP Wealth Advisors, LLC | $536.9M | 1,752,727 | 2.05% | 30q | +13.0%+$61.8M |
| WELLS FARGO & COMPANY/MN | $504.4M | 1,646,597 | 0.08% | 31q | -50.8%-$521.5M |
| ROYAL BANK OF CANADA | $366.2M | 1,195,402 | 0.05% | 31q | -6.8%-$26.8M |
| UBS Group AG | $355.4M | 1,160,373 | 0.05% | 31q | +3.6%+$12.4M |
| PNC Financial Services Group, Inc. | $338.2M | 1,104,015 | 0.17% | 31q | -1.0%-$3.3M |
| Truepoint, Inc. | $334.9M | 1,093,223 | 6.99% | 31q | -1.2%-$3.9M |
| JONES FINANCIAL COMPANIES LLLP | $328.7M | 1,100,734 | 0.13% | 31q | +6.2%+$19.2M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $319.4M | 1,042,640 | 2.39% | 4q | HELD |
| LPL Financial LLC | $280.3M | 915,170 | 0.06% | 31q | +1.6%+$4.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $277.4M | 905,608 | 0.15% | 31q | +3.9%+$10.4M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $231.8M | 756,813 | 1.72% | 31q | +5.5%+$12.0M |
| ENVESTNET ASSET MANAGEMENT INC | $222.9M | 727,903 | 0.05% | 31q | +2.2%+$4.9M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $204.1M | 666,327 | 11.54% | 27q | +0.9%+$1.8M |
| RAYMOND JAMES FINANCIAL INC | $173.0M | 564,845 | 0.05% | 7q | +3.7%+$6.2M |
| STIFEL FINANCIAL CORP | $159.1M | 519,520 | 0.13% | 31q | +1.1%+$1.8M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $152.3M | 497,262 | 0.52% | 2q | -8.1%-$13.4M |
| AMERIPRISE FINANCIAL INC | $108.2M | 353,090 | 0.02% | 31q | -48.9%-$103.7M |
| Rockefeller Capital Management L.P. | $100.7M | 328,799 | 0.15% | 30q | HELD |
| Busey Bank | $87.6M | 286,146 | 2.13% | 31q | +4.9%+$4.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $84.3M | 275,076 | 0.11% | 31q | -0.6%-$544.6K |
| TRUIST FINANCIAL CORP | $78.6M | 256,751 | 0.09% | 31q | -7.5%-$6.3M |
| FMR LLC | $74.5M | 243,289 | 0.00% | 31q | -3.4%-$2.7M |
| BNP PARIBAS FINANCIAL MARKETS | $72.6M | 236,962 | 0.03% | 31q | +57.1%+$26.4M |
| Waverly Advisors, LLC | $72.4M | 236,426 | 0.42% | 31q | -1.8%-$1.3M |
| McAdam, LLC | $72.2M | 235,745 | 2.79% | 23q | +12.9%+$8.3M |
| Avior Wealth Management, LLC | $70.2M | 229,387 | 1.85% | 31q | -35.8%-$39.2M |
| CIBC Bancorp USA Inc. | $69.2M | 225,823 | 0.08% | 2q | +18.1%+$10.6M |
| Orgel Wealth Management, LLC | $66.3M | 216,318 | 1.26% | 31q | -1.3%-$846.3K |
| Everhart Financial Group, Inc. | $66.2M | 216,074 | 4.23% | 23q | +390.3%+$52.7M |
| Cetera Investment Advisers | $64.7M | 211,342 | 0.06% | 31q | +2.5%+$1.6M |
| OSAIC HOLDINGS, INC. | $64.0M | 208,637 | 0.08% | 26q | +13.2%+$7.5M |
| US BANCORP \DE\ | $62.7M | 204,632 | 0.07% | 31q | +1.3%+$810.2K |
| Equitable Holdings, Inc. | $55.8M | 182,169 | 0.33% | 27q | -7.9%-$4.8M |
| MML INVESTORS SERVICES, LLC | $54.8M | 178,764 | 0.11% | 31q | +15.9%+$7.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $54.1M | 176,688 | 0.01% | new | NEW |
| Mariner, LLC | $52.5M | 171,464 | 0.06% | 31q | HELD |
| Farther Finance Advisors, LLC | $52.2M | 170,376 | 0.41% | 15q | +23.6%+$10.0M |
| 1832 Asset Management L.P. | $51.2M | 167,203 | 0.03% | 18q | HELD |
| Creative Planning | $50.5M | 164,752 | 0.03% | 31q | +16.2%+$7.0M |
| Kestra Advisory Services, LLC | $49.7M | 162,247 | 0.16% | 24q | +4.6%+$2.2M |
| JPMORGAN CHASE & CO | $49.5M | 163,014 | 0.00% | 31q | -0.6%-$293.7K |
| Corient Private Wealth LP | $48.7M | 158,864 | 0.03% | 15q | +97.9%+$24.1M |
| Trust Co | $48.5M | 158,490 | 4.38% | 20q | -0.7%-$327.4K |
| KWMG, LLC | $45.5M | 148,488 | 3.29% | 31q | +4.2%+$1.8M |
| NewEdge Advisors, LLC | $45.2M | 147,426 | 0.13% | 31q | +130.3%+$25.5M |
| BENJAMIN EDWARDS INC | $41.4M | 135,119 | 0.38% | 29q | +4.7%+$1.9M |
| Glenview Trust Co | $39.5M | 142,562 | 0.29% | 31q | +67.9%+$16.0M |
| CARY STREET PARTNERS FINANCIAL LLC | $38.9M | 126,973 | 0.85% | 7q | +19.1%+$6.2M |
| Bragg Financial Advisors, Inc | $36.0M | 117,556 | 0.96% | 31q | +3.9%+$1.3M |
| HighTower Advisors, LLC | $36.0M | 117,475 | 0.03% | 22q | -8.1%-$3.2M |
| Rodgers & Associates, LTD | $32.5M | 106,123 | 2.95% | 23q | HELD |
| PRESILIUM PRIVATE WEALTH, LLC | $32.0M | 104,624 | 4.92% | 15q | HELD |
| Cassaday & Co Wealth Management LLC | $31.8M | 103,861 | 0.60% | 15q | -0.5%-$165.7K |
| BHK Investment Advisors, LLC | $30.3M | 98,916 | 9.05% | 31q | +1.1%+$333.3K |
| Adventist Health System/ West | $29.6M | 96,768 | 4.64% | 9q | HELD |
| Wilmington Savings Fund Society, FSB | $29.3M | 95,528 | 0.65% | 12q | -8.6%-$2.8M |
| Beacon Pointe Advisors, LLC | $28.7M | 93,904 | 0.13% | 25q | +5.8%+$1.6M |
| Axiom Financial Strategies, LLC | $28.1M | 91,605 | 8.79% | 4q | +2.4%+$655.2K |
| Associated Banc-Corp | $28.0M | 91,552 | 0.67% | 31q | -1.2%-$341.8K |
| &PARTNERS | $27.7M | 90,532 | 0.11% | 10q | +24.0%+$5.4M |
| Black Diamond Financial, LLC | $27.7M | 90,277 | 2.44% | 31q | +8.8%+$2.2M |
| AIRE ADVISORS, LLC | $27.5M | 89,854 | 4.48% | 19q | +1.6%+$443.2K |
| Bryn Mawr Trust Advisors, LLC | $26.6M | 86,799 | 1.16% | 31q | -8.5%-$2.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.5M | 87,828 | 0.04% | 12q | -1.1%-$304.4K |
| INSPIRION WEALTH ADVISORS, LLC | $26.4M | 87,025 | 3.03% | 31q | +18.0%+$4.0M |
| Praetorian Wealth Management, Inc. | $26.1M | 85,200 | 4.50% | 25q | +1.2%+$299.3K |
| FIFTH THIRD BANCORP | $26.0M | 84,780 | 0.04% | 31q | -4.1%-$1.1M |
| MAI Capital Management | $24.6M | 80,232 | 0.09% | 19q | +4.1%+$961.2K |
| Dakota Wealth Management | $24.3M | 79,232 | 0.46% | 10q | -18.9%-$5.7M |
| Copper Harbor Investment Advisors, LLC | $21.7M | 70,970 | 4.60% | new | FIRST |
| Robertson Stephens Wealth Management, LLC | $21.5M | 70,074 | 0.53% | 8q | +49.2%+$7.1M |
| CONDOR CAPITAL MANAGEMENT | $19.6M | 64,072 | 1.47% | 31q | -2.3%-$460.7K |
| Baird Financial Group, Inc. | $19.6M | 64,055 | 0.03% | 31q | +2.4%+$457.9K |
| HRC WEALTH MANAGEMENT, LLC | $19.6M | 63,909 | 8.01% | 11q | HELD |
| Pinnacle Financial Partners, Inc. | $19.5M | 63,662 | 0.13% | 3q | +0.7%+$132.3K |
| Marion Wealth Management | $19.2M | 62,783 | 3.91% | 19q | +4.0%+$736.6K |
| Strategic Investment Advisors / MI | $18.6M | 60,758 | 1.13% | 29q | +1.9%+$349.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $18.1M | 59,236 | 0.01% | 30q | +111.3%+$9.6M |
| Tidal Investments LLC | $17.8M | 25,698 | 0.03% | 7q | +43.4%+$5.4M |
| Wealthspire Advisors, LLC | $17.8M | 57,951 | 0.10% | 23q | +3.8%+$657.0K |
| Steward Partners Investment Advisory, LLC | $17.6M | 57,481 | 0.09% | 29q | +6.6%+$1.1M |
| CAPTRUST FINANCIAL ADVISORS | $17.5M | 57,109 | 0.03% | 31q | +30.2%+$4.1M |
| Cerity Partners LLC | $17.4M | 56,842 | 0.02% | 31q | +25.7%+$3.6M |
| INDEPENDENT FINANCIAL GROUP, LLC | $17.3M | 56,482 | 0.32% | 6q | -1.5%-$259.1K |
| Provident Wealth Management, LLC | $16.8M | 54,971 | 4.34% | 25q | +95.5%+$8.2M |
| Clayton Financial Group LLC | $16.6M | 54,129 | 9.17% | 11q | +3.0%+$477.5K |
| BLAIR WILLIAM & CO/IL | $16.4M | 53,527 | 0.04% | 31q | +3.8%+$596.7K |
| COMMERCE BANK | $16.2M | 52,834 | 0.07% | 31q | -2.1%-$348.0K |
| JANE STREET GROUP, LLC | $16.2M | 2,220 | 0.00% | 5q | +0.8%+$131.2K |
| Advisory Alpha, LLC | $16.1M | 52,638 | 0.40% | 22q | +5.3%+$814.5K |
| Payne Capital Management, LLC | $15.9M | 52,013 | 4.25% | 7q | +2.3%+$351.9K |
| ARVEST INVESTMENTS, INC. | $15.3M | 50,086 | 1.86% | 11q | +4.6%+$674.8K |
| Roberts Financial Services LLC | $15.1M | 49,278 | 4.42% | 26q | -0.6%-$87.9K |
| OLD NATIONAL BANCORP /IN/ | $14.8M | 48,213 | 0.29% | 31q | +5.1%+$720.4K |
| NorthStar Asset Management LLC /NJ/ | $14.6M | 47,729 | 5.94% | 11q | +8.1%+$1.1M |
| FIRST HORIZON CORP | $14.6M | 47,587 | 0.56% | 8q | +1.7%+$248.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14.4M | 11,693 | 0.00% | 30q | -55.8%-$18.2M |
Showing the largest 100 of 1,100 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 | 1,064 | $11.9B | 38,814,239 | 95 | 304 | 302 | 0.4% |
| Q1 2026 | 1,016 | $10.2B | 39,926,559 | 67 | 324 | 302 | 0.2% |
| Q4 2025 | 1,034 | $10.5B | 37,489,726 | 74 | 318 | 280 | 0.2% |
| Q3 2025 | 978 | $10.1B | 34,523,331 | 58 | 306 | 258 | 0.1% |
| Q2 2025 | 964 | $10.4B | 36,707,746 | 86 | 283 | 290 | 0.1% |
| Q1 2025 | 921 | $8.4B | 34,483,865 | 62 | 293 | 268 | 0.1% |
| Q4 2024 | 925 | $8.8B | 34,588,539 | 54 | 269 | 243 | 0.1% |
| Q3 2024 | 853 | $8.7B | 35,866,847 | 59 | 272 | 211 | 0.1% |
| Q2 2024 | 811 | $8.0B | 34,704,773 | 54 | 269 | 224 | 0.1% |
| Q1 2024 | 805 | $8.3B | 35,073,922 | 73 | 235 | 243 | 0.1% |
| Q4 2023 | 778 | $6.9B | 31,184,425 | 69 | 215 | 221 | 0.1% |
| Q3 2023 | 695 | $5.6B | 28,819,839 | 44 | 218 | 203 | 0.2% |
| Q2 2023 | 676 | $5.8B | 27,948,731 | 40 | 198 | 200 | 0.1% |
| Q1 2023 | 667 | $5.3B | 26,985,012 | 53 | 175 | 218 | 0.2% |
| Q4 2022 | 618 | $4.6B | 25,701,269 | 53 | 170 | 196 | 0.5% |
| Q3 2022 | 680 | $4.8B | 28,171,152 | 40 | 235 | 202 | 0.3% |
| Q2 2022 | 681 | $4.9B | 27,870,559 | 40 | 234 | 215 | 0.2% |
| Q1 2022 | 731 | $6.2B | 27,557,200 | 45 | 229 | 237 | 0.1% |
| Q4 2021 | 758 | $6.8B | 26,792,811 | 76 | 236 | 152 | 0.2% |
| Q3 2021 | 639 | $5.9B | 25,169,773 | 38 | 190 | 170 | 0.1% |
| Q2 2021 | 630 | $5.9B | 24,817,264 | 41 | 212 | 169 | 0.1% |
| Q1 2021 | 623 | $5.4B | 25,118,052 | 46 | 211 | 182 | 0.1% |
| Q4 2020 | 613 | $5.4B | 25,562,326 | 57 | 167 | 161 | 0.3% |
| Q3 2020 | 527 | $4.4B | 24,651,150 | 49 | 147 | 171 | 0.1% |
| Q2 2020 | 508 | $4.0B | 23,990,909 | 76 | 130 | 157 | 0.1% |
| Q1 2020 | 461 | $2.9B | 22,749,368 | 35 | 119 | 172 | 0.0% |
| Q4 2019 | 486 | $3.4B | 21,541,323 | 43 | 132 | 112 | 0.1% |
| Q3 2019 | 421 | $3.0B | 20,545,118 | 32 | 115 | 122 | 0.1% |
| Q2 2019 | 418 | $3.0B | 20,295,426 | 36 | 119 | 127 | 0.1% |
| Q1 2019 | 403 | $2.8B | 19,802,990 | 44 | 107 | 128 | 0.2% |
| Q4 2018 | 387 | $2.4B | 20,116,262 | 3 | 6 | 6 | 0.0% |