# VANGUARD INDEX FDS (VTI)

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

- Reporting holders: 218
- Reported value: $2.7B
- 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 |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $292.4M | 767,521 | 3.7% | 26 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $258.1M | 680,028 | 6.2% | 20 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $252.0M | 673,489 | 36.2% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $183.4M | 489,929 | 5.3% | 9 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $173.3M | 463,081 | 9.5% | 32 |
| [Towneley Capital Management, Inc / DE](https://holderbook.com/funds/2004980-towneley-capital-management-inc-de/) | $168.8M | 451,179 | 33.5% | 12 |
| [Beacon Wealthcare LLC](https://holderbook.com/funds/1849336-beacon-wealthcare-llc/) | $165.8M | 443,162 | 52.6% | 23 |
| [GP Brinson Investments LLC](https://holderbook.com/funds/1860928-gp-brinson-investments-llc/) | $102.4M | 273,583 | 43.7% | 23 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $74.5M | 199,184 | 0.5% | 16 |
| [Kearns & Associates LLC](https://holderbook.com/funds/1908695-kearns-associates-llc/) | $65.9M | 175,988 | 30.3% | 20 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $62.8M | 167,850 | 3.9% | 24 |
| [jvl associates llc](https://holderbook.com/funds/1915765-jvl-associates-llc/) | $53.3M | 142,470 | 15.3% | 27 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $52.1M | 139,230 | 9.3% | 27 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $47.9M | 128,024 | 1.3% | 28 |
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $46.8M | 125,151 | 32.8% | 8 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $28.4M | 75,971 | 0.4% | 12 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $20.8M | 55,628 | 7.1% | 20 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $19.3M | 51,565 | 0.5% | 16 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $17.5M | 46,895 | 2.0% | 32 |
| [New Covenant Trust Company, N.A.](https://holderbook.com/funds/2023097-new-covenant-trust-company-n-a/) | $17.5M | 46,784 | 12.1% | 11 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $17.1M | 45,581 | 1.6% | 32 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $16.8M | 44,805 | 1.1% | 32 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $16.3M | 43,468 | 6.8% | 16 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $15.6M | 41,562 | 3.0% | 31 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $15.2M | 40,611 | 1.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 218 | $2.7B |
| Q2 2026 | 3,690 | $209.2B |
| Q1 2026 | 3,560 | $187.4B |
| Q4 2025 | 3,578 | $179.2B |
| Q3 2025 | 3,258 | $167.2B |
| Q2 2025 | 3,232 | $138.1B |
| Q1 2025 | 3,171 | $133.2B |
| Q4 2024 | 3,182 | $128.3B |
| Q3 2024 | 2,860 | $136.4B |
| Q2 2024 | 2,786 | $130.1B |
| Q1 2024 | 2,742 | $129.7B |
| Q4 2023 | 2,689 | $115.9B |

