VANGUARD INDEX FDS (VOT)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
69
Reporting holders
$572.7M
Reported value
0.0%
Calls
0.0%
Puts
-1,034
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 |
|---|---|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $201.4M | 689,650 | 11.51% | 28q | +3.5%+$6.8M |
| Everhart Financial Group, Inc. | $68.4M | 234,303 | 4.22% | 24q | +8.4%+$5.3M |
| Farther Finance Advisors, LLC | $55.4M | 189,555 | 0.39% | 16q | +11.3%+$5.6M |
| Trust Co | $48.2M | 164,992 | 4.19% | 21q | +4.1%+$1.9M |
| KWMG, LLC | $45.8M | 156,923 | 3.30% | 32q | +5.7%+$2.5M |
| INSPIRION WEALTH ADVISORS, LLC | $28.5M | 97,518 | 3.24% | 32q | +12.1%+$3.1M |
| Whitaker-Myers Wealth Managers, LTD. | $18.9M | 64,686 | 3.08% | new | NEW |
| Gladwyn Financial Advisors, Inc. | $11.6M | 39,723 | 7.41% | 6q | HELD |
| RTD Financial Advisors, Inc. | $10.6M | 36,126 | 1.15% | 20q | -1.2%-$123.0K |
| Prosperity Planning, Inc. | $10.3M | 35,186 | 2.28% | 24q | +2.9%+$288.6K |
| ECLECTIC ASSOCIATES INC /ADV | $6.9M | 23,600 | 0.77% | 24q | -3.5%-$246.8K |
| MassMutual Private Wealth & Trust, FSB | $6.9M | 23,591 | 0.18% | 32q | -4.7%-$337.4K |
| Councilor Wealth, LLC | $5.8M | 19,753 | 2.38% | 12q | -1.5%-$87.6K |
| Baring Financial LLC | $5.2M | 17,962 | 2.80% | 8q | +2.4%+$123.8K |
| TITLEIST ASSET MANAGEMENT, LLC | $4.8M | 16,297 | 0.31% | 15q | -2.1%-$100.8K |
| Wealth Enhancement Trust Services, Inc. | $4.0M | 13,687 | 0.43% | 4q | -64.2%-$7.2M |
| Wedmont Private Capital | $3.8M | 12,730 | 0.09% | 20q | -3.3%-$128.4K |
| MOODY NATIONAL BANK TRUST DIVISION | $3.5M | 12,029 | 0.29% | 17q | -0.7%-$24.2K |
| JUNCTURE WEALTH STRATEGIES, LLC | $3.5M | 11,968 | 0.90% | 32q | HELD |
| STEPH & CO | $3.4M | 11,646 | 0.87% | 28q | -0.6%-$22.2K |
| VALLEY WEALTH MANAGERS, INC. | $3.3M | 11,313 | 0.19% | 31q | -1.7%-$58.1K |
| Friday Financial | $2.1M | 7,057 | 0.41% | 8q | +44.4%+$640.0K |
| Venture Visionary Partners LLC | $2.0M | 7,005 | 0.05% | 24q | -2.8%-$58.4K |
| MJT & Associates Financial Advisory Group, Inc. | $1.8M | 6,040 | 1.14% | 7q | HELD |
| FC Advisory LLC | $1.5M | 5,265 | 0.40% | 32q | +5.9%+$85.3K |
| Heartwood Wealth Advisors LLC | $1.1M | 3,878 | 0.09% | 28q | HELD |
| Shira Ridge Wealth Management | $1.1M | 3,830 | 0.39% | 16q | -9.5%-$117.4K |
| SAPIENT CAPITAL LLC | $1.1M | 3,632 | 0.01% | 6q | -49.5%-$1.0M |
| COLLECTIVE FAMILY OFFICE LLC | $1.1M | 3,602 | 0.22% | 24q | +1.4%+$14.9K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $972.1K | 3,328 | 0.07% | 32q | HELD |
| Sound Income Strategies, LLC | $865.5K | 2,906 | 0.04% | 14q | -93.8%-$13.1M |
| WALLER FINANCIAL PLANNING GROUP, INC | $863.6K | 2,956 | 0.18% | 32q | -2.3%-$20.2K |
| Ridgewood Investments LLC | $674.4K | 2,309 | 0.25% | 25q | -2.4%-$16.4K |
| Valeo Financial Advisors, LLC | $603.4K | 2,066 | 0.01% | 32q | -10.8%-$73.3K |
| Peterson Wealth Advisors, LLC | $431.2K | 1,476 | 0.05% | 7q | HELD |
| Acropolis Investment Management, LLC | $430.8K | 1,475 | 0.02% | 24q | -50.0%-$430.8K |
| Intelligence Driven Advisers, LLC | $430.3K | 1,473 | 0.07% | 10q | HELD |
| ATWOOD & PALMER INC | $407.7K | 1,396 | 0.02% | 5q | HELD |
| Noble Wealth Management PBC | $379.7K | 1,300 | 0.17% | 7q | HELD |
| LWM ADVISORS INC | $371.7K | 1,273 | 0.28% | 8q | +4.0%+$14.3K |
| Bath Savings Trust Co | $331.8K | 1,136 | 0.03% | 2q | +56.0%+$119.2K |
| CHAPIN DAVIS, INC. | $324.2K | 1,110 | 0.06% | 16q | HELD |
| LifeGoal Investments, LLC | $308.2K | 1,055 | 0.09% | new | NEW |
| Galvin, Gaustad & Stein, LLC | $280.4K | 960 | 0.02% | 12q | HELD |
| Castle Rock Wealth Management, LLC | $261.7K | 861 | 0.05% | 14q | HELD |
| CoreCap Advisors, LLC | $257.3K | 881 | 0.01% | 9q | -6.7%-$18.4K |
| Balefire, LLC | $255.3K | 874 | 0.04% | 6q | -2.5%-$6.4K |
| Elm3 Financial Group, LLC | $224.6K | 769 | 0.15% | 4q | -1.4%-$3.2K |
| Apella Capital, LLC | $218.6K | 728 | 0.00% | 4q | +4.9%+$10.2K |
| GoalVest Advisory LLC | $215.3K | 737 | 0.04% | 19q | -6.4%-$14.6K |
| Lee, Kelleher & Klein Wealth Management | $207.7K | 711 | 0.11% | 6q | -10.6%-$24.5K |
| PRIVATE CLIENT SERVICES, LLC | $204.5K | 700 | 0.05% | 2q | +5.3%+$10.2K |
| Monument Capital Management | $202.1K | 692 | 0.04% | 2q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $179.8K | 615 | 0.05% | 15q | HELD |
| Grove Bank & Trust | $146.1K | 500 | 0.01% | 16q | HELD |
| Olistico Wealth, LLC | $138.7K | 475 | 0.06% | 4q | HELD |
| Hickory Point Bank & Trust | $124.7K | 427 | 0.07% | 3q | HELD |
| Bangor Savings Bank | $87.6K | 300 | 0.01% | 18q | -31.8%-$40.9K |
| Bullock Wealth Management Group | $79.2K | 269 | 0.03% | 11q | HELD |
| Horizons Wealth Management | $59.6K | 204 | 0.04% | 6q | +4.6%+$2.6K |
| GAMMA Investing LLC | $47.6K | 163 | 0.00% | 9q | -8.4%-$4.4K |
| EASTERN BANK | $44.1K | 151 | 0.00% | 9q | HELD |
| Bank of New Hampshire | $42.4K | 145 | 0.01% | 22q | HELD |
| Roxbury Financial LLC | $32.1K | 110 | 0.02% | 8q | HELD |
| WoodTrust Financial Corp | $26.1K | 89,181 | 3.16% | 5q | -3.5% |
| Davis Capital Management | $5.8K | 20 | 0.00% | 13q | HELD |
| CX Institutional | $5.0K | 17,253 | 0.14% | 32q | +8.3% |
| Central Pacific Bank - Trust Division | $4.4K | 15 | 0.00% | 11q | HELD |
| Go Invest LLC | $4.4K | 15 | 0.00% | 4q | HELD |
| GK Wealth Management LLC | $3.8K | 13 | 0.00% | new | NEW |
| Planning Strategies Inc. | $2.6K | 9 | 0.00% | 2q | HELD |
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 | 69 | $572.7M | 1,960,150 | 3 | 16 | 25 | 0.0% |
| Q2 2026 | 1,103 | $12.4B | 40,347,642 | 97 | 315 | 313 | 0.4% |
| Q1 2026 | 1,055 | $10.4B | 40,491,139 | 68 | 339 | 311 | 0.2% |
| Q4 2025 | 1,079 | $10.8B | 38,363,530 | 79 | 334 | 290 | 0.2% |
| Q3 2025 | 1,023 | $10.5B | 35,559,245 | 62 | 320 | 270 | 0.1% |
| Q2 2025 | 1,016 | $10.8B | 37,883,964 | 89 | 299 | 305 | 0.1% |
| Q1 2025 | 979 | $8.8B | 35,913,979 | 70 | 312 | 284 | 0.1% |
| Q4 2024 | 980 | $10.0B | 39,293,953 | 60 | 290 | 255 | 0.0% |
| Q3 2024 | 906 | $9.0B | 37,261,804 | 64 | 288 | 227 | 0.1% |
| Q2 2024 | 866 | $8.3B | 36,157,077 | 61 | 281 | 243 | 0.1% |
| Q1 2024 | 867 | $8.6B | 36,607,191 | 77 | 254 | 261 | 0.1% |
| Q4 2023 | 843 | $7.2B | 32,729,068 | 77 | 244 | 233 | 0.1% |
| Q3 2023 | 759 | $6.6B | 33,843,137 | 49 | 237 | 225 | 0.1% |
| Q2 2023 | 748 | $6.2B | 29,687,699 | 50 | 222 | 219 | 0.1% |
| Q1 2023 | 749 | $5.7B | 28,917,291 | 64 | 196 | 251 | 0.2% |
| Q4 2022 | 732 | $5.2B | 28,591,408 | 61 | 208 | 227 | 0.4% |
| Q3 2022 | 681 | $4.8B | 28,173,147 | 40 | 235 | 202 | 0.3% |
| Q2 2022 | 682 | $4.9B | 27,872,554 | 40 | 234 | 215 | 0.2% |
| Q1 2022 | 732 | $6.2B | 27,559,195 | 45 | 229 | 237 | 0.1% |
| Q4 2021 | 759 | $6.8B | 26,794,806 | 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% |