VANGUARD INDEX FDS (VTI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
3,569
Reporting holders
$187.2B
Reported value
2.5%
Held as options
+123
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 |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | $18.2B | 49,708,819 | 52.68% | 25q | -47.7%-$16.6B |
| Vanguard Global Advisers, LLC | $14.4B | 38,839,412 | 6.70% | 2q | +5.2%+$711.9M |
| VANGUARD ADVISERS INC | $10.9B | 29,389,176 | 37.00% | 2q | +3.2%+$332.5M |
| Wealthfront Advisers LLC | $6.8B | 18,297,773 | 13.01% | 31q | +1.8%+$121.5M |
| MORGAN STANLEY | $5.5B | 14,876,622 | 0.29% | 35q | +3.7%+$198.1M |
| BANK OF AMERICA CORP /DE/ | $5.4B | 14,540,049 | 0.35% | 31q | +1.8%+$93.5M |
| LPL Financial LLC | $3.8B | 10,308,028 | 0.86% | 31q | HELD |
| NORTHERN TRUST CORP | $3.6B | 9,674,144 | 0.42% | 31q | HELD |
| IMC-Chicago, LLC | $3.5B | 71,328 | 0.84% | 16q | +212.5%+$2.4B |
| HB Wealth Management, LLC | $3.1B | 8,759,071 | 17.32% | 19q | HELD |
| Allworth Financial LP | $2.5B | 6,883,739 | 10.81% | 31q | -19.1%-$599.7M |
| ENVESTNET ASSET MANAGEMENT INC | $2.3B | 6,136,001 | 0.54% | 31q | +1.7%+$38.8M |
| Creative Planning | $2.2B | 6,075,603 | 1.31% | 31q | -0.7%-$16.7M |
| WELLS FARGO & COMPANY/MN | $2.1B | 5,635,464 | 0.34% | 31q | -50.9%-$2.2B |
| Narodna banka Slovenska | $2.1B | 5,605,604 | 59.26% | 2q | -0.9%-$18.0M |
| Ballentine Partners, LLC | $2.0B | 5,455,709 | 24.67% | 31q | -1.6%-$31.9M |
| Forvis Mazars Wealth Advisors, LLC | $1.9B | 5,063,337 | 31.29% | 31q | +1.3%+$23.8M |
| Savant Capital, LLC | $1.9B | 5,369,114 | 5.46% | 31q | +106.7%+$960.0M |
| JPMORGAN CHASE & CO | $1.7B | 4,496,972 | 0.09% | 31q | -4.4%-$77.0M |
| UBS Group AG | $1.6B | 4,455,900 | 0.21% | 31q | +0.6%+$9.7M |
| Corient Private Wealth LP | $1.4B | 3,833,771 | 0.91% | 15q | +97.2%+$699.1M |
| Sequoia Financial Advisors, LLC | $1.4B | 3,831,169 | 7.06% | 31q | +1.1%+$16.1M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $1.4B | 3,663,005 | 5.73% | 15q | HELD |
| Cetera Investment Advisers | $1.3B | 3,511,558 | 1.18% | 31q | +4.4%+$54.4M |
| RITHOLTZ WEALTH MANAGEMENT | $1.3B | 3,379,186 | 9.33% | 31q | +114.6%+$667.8M |
| RAYMOND JAMES FINANCIAL INC | $1.2B | 3,108,544 | 0.31% | 7q | +5.3%+$57.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $1.1B | 3,062,999 | 0.70% | 30q | +47.9%+$367.3M |
| GOLDMAN SACHS GROUP INC | $1.1B | 2,959,929 | 0.10% | 31q | +1.9%+$20.6M |
| ROYAL BANK OF CANADA | $1.1B | 2,954,760 | 0.16% | 31q | +1.1%+$12.1M |
| OSAIC HOLDINGS, INC. | $1.1B | 2,839,392 | 1.24% | 26q | +8.2%+$79.9M |
| Focus Partners Wealth | $1.0B | 2,720,787 | 1.03% | 11q | -0.9%-$9.3M |
| National Mutual Insurance Federation of Agricultural Cooperatives | $994.2M | 2,686,800 | 6.50% | 28q | HELD |
| SCS Capital Management LLC | $950.4M | 2,568,469 | 8.98% | 31q | -1.3%-$12.9M |
| Facet Wealth, Inc. | $905.3M | 2,446,454 | 12.97% | 23q | +9.6%+$79.6M |
| PNC Financial Services Group, Inc. | $857.0M | 2,316,100 | 0.42% | 31q | -0.9%-$7.8M |
| HighTower Advisors, LLC | $832.8M | 2,250,580 | 0.81% | 22q | +0.6%+$4.7M |
| Cerity Partners LLC | $828.0M | 2,416,651 | 1.00% | 31q | +21.8%+$148.2M |
| BROWN ADVISORY INC | $798.5M | 2,157,852 | 1.24% | 31q | -2.3%-$19.0M |
| SBI Okasan Asset Management Co.Ltd. | $779.6M | 2,123,450 | 25.63% | 3q | -20.2%-$197.5M |
| US BANCORP \DE\ | $752.1M | 2,032,602 | 0.82% | 31q | -3.9%-$30.5M |
| AMERIPRISE FINANCIAL INC | $735.4M | 1,988,356 | 0.15% | 31q | -48.2%-$683.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $710.6M | 1,920,318 | 0.89% | 31q | -2.5%-$18.0M |
| Mariner, LLC | $674.3M | 1,822,272 | 0.71% | 31q | -1.7%-$12.0M |
| State of New Jersey Common Pension Fund D | $666.1M | 1,800,000 | 2.27% | new | NEW |
| Bank of New York Mellon Corp | $658.0M | 1,778,086 | 0.11% | 31q | +2.5%+$15.9M |
| Summit Financial, LLC | $648.5M | 1,752,517 | 7.11% | 31q | +1.2%+$7.7M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $621.3M | 1,678,930 | 8.97% | 31q | -3.3%-$20.9M |
| FMR LLC | $592.8M | 1,601,947 | 0.03% | 31q | +7.8%+$42.9M |
| AQR CAPITAL MANAGEMENT LLC | $565.3M | 1,527,733 | 0.20% | 13q | +9.8%+$50.6M |
| State of Tennessee, Department of Treasury | $560.5M | 1,514,680 | 1.67% | 31q | -7.6%-$46.3M |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $543.1M | 1,467,704 | 31.49% | 30q | HELD |
| Foster Group, Inc. | $523.3M | 1,414,063 | 13.91% | 23q | +1.3%+$6.7M |
| Empower Advisory Group, LLC | $510.0M | 1,378,311 | 1.22% | 14q | +5.9%+$28.5M |
| Vanguard National Trust Co | $500.6M | 1,352,828 | 27.28% | 2q | +3.0%+$14.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $492.2M | 5,522 | 0.04% | 31q | -94.9%-$9.1B |
| ASSETMARK, INC | $481.8M | 1,301,970 | 0.83% | 31q | +25.9%+$99.1M |
| Wealthspire Advisors, LLC | $480.8M | 1,299,198 | 2.65% | 31q | +34.9%+$124.4M |
| Moss Adams Wealth Advisors LLC | $480.1M | 1,297,507 | 30.00% | 15q | +3.0%+$13.9M |
| Plancorp, LLC | $441.8M | 1,194,717 | 10.78% | 31q | +6.7%+$27.7M |
| BlackRock, Inc. | $440.7M | 1,190,852 | 0.01% | 8q | +10.0%+$39.9M |
| MAI Capital Management | $438.0M | 1,183,594 | 1.65% | 31q | +129.7%+$247.3M |
| Elm Partners Management LLC | $431.6M | 1,166,423 | 15.49% | 31q | +21.5%+$76.3M |
| Private Advisor Group, LLC | $427.5M | 1,155,248 | 1.96% | 31q | -1.7%-$7.5M |
| Quantinno Capital Management LP | $426.5M | 1,152,531 | 0.51% | 16q | +28.0%+$93.4M |
| Rockefeller Capital Management L.P. | $425.7M | 1,150,345 | 0.65% | 31q | +4.3%+$17.5M |
| Truepoint, Inc. | $424.7M | 1,147,607 | 8.86% | 31q | -2.6%-$11.3M |
| VISTA CAPITAL PARTNERS, INC. | $421.9M | 1,140,030 | 36.89% | 31q | +2.0%+$8.2M |
| West Virginia University Foundation, Inc | $412.3M | 1,114,202 | 33.68% | 7q | -45.0%-$337.4M |
| JONES FINANCIAL COMPANIES LLLP | $404.9M | 1,116,824 | 0.16% | 31q | +44.4%+$124.5M |
| Sageworth Trust Co | $403.1M | 1,089,282 | 15.88% | 31q | -3.2%-$13.2M |
| Prime Capital Investment Advisors, LLC | $393.7M | 1,064,003 | 3.82% | 21q | -1.8%-$7.3M |
| Norinchukin Bank, The | $386.7M | 1,045,000 | 3.76% | 4q | +22.9%+$72.0M |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $383.6M | 1,036,575 | 36.40% | 31q | -4.5%-$18.1M |
| IEQ CAPITAL, LLC | $382.3M | 1,033,118 | 1.76% | 27q | -15.2%-$68.4M |
| Beacon Pointe Advisors, LLC | $366.2M | 989,592 | 1.70% | 31q | -3.6%-$13.6M |
| Capstone Financial Advisors, Inc. | $365.9M | 988,799 | 17.82% | 31q | +2.0%+$7.2M |
| BANK OF MONTREAL /CAN/ | $362.9M | 980,579 | 0.12% | 31q | +1.1%+$4.1M |
| Baird Financial Group, Inc. | $353.2M | 954,429 | 0.49% | 31q | +5.6%+$18.7M |
| Pathstone Holdings, LLC | $343.9M | 929,387 | 1.00% | 11q | +11.6%+$35.7M |
| Cresset Asset Management, LLC | $337.9M | 907,143 | 1.22% | 31q | +5.4%+$17.3M |
| Caprock Group, LLC | $328.1M | 886,893 | 6.29% | 30q | HELD |
| Gibson Capital, LLC | $312.5M | 844,461 | 51.27% | 31q | -0.8%-$2.6M |
| CAPTRUST FINANCIAL ADVISORS | $303.9M | 821,182 | 0.46% | 31q | +2.7%+$8.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $303.4M | 820,003 | 0.16% | 31q | HELD |
| LINCOLN NATIONAL CORP | $302.7M | 817,971 | 7.75% | 31q | -1.0%-$3.2M |
| Vestmark Advisory Solutions, Inc. | $298.3M | 806,052 | 2.80% | 17q | HELD |
| TRUIST FINANCIAL CORP | $297.3M | 803,352 | 0.36% | 31q | -0.9%-$2.8M |
| First Business Financial Services, Inc. | $294.1M | 794,853 | 22.81% | 31q | HELD |
| CITADEL ADVISORS LLC | $291.7M | options only | 0.03% | 31q | OPTIONS |
| Laird Norton Wetherby Trust Company, LLC | $290.7M | 785,489 | 5.58% | 23q | HELD |
| Verus Financial Partners, Inc. | $290.2M | 784,245 | 24.83% | 31q | +1.3%+$3.8M |
| Hardy Reed LLC | $289.4M | 782,023 | 18.58% | 31q | +1.5%+$4.2M |
| Cabot-Wellington, LLC | $285.4M | 771,402 | 75.21% | 31q | -1.0%-$2.9M |
| OXFORD FINANCIAL GROUP, LTD. LLC | $282.2M | 762,716 | 14.30% | 31q | -1.5%-$4.3M |
| N.E.W. Advisory Services LLC | $280.7M | 758,657 | 18.78% | 26q | HELD |
| Kestra Advisory Services, LLC | $279.7M | 755,897 | 0.90% | 24q | +2.1%+$5.8M |
| STIFEL FINANCIAL CORP | $277.9M | 750,859 | 0.23% | 31q | +1.6%+$4.5M |
| Apella Capital, LLC | $274.7M | 743,141 | 3.88% | 25q | +1.8%+$4.8M |
| Obermeyer Wealth Partners | $267.9M | 723,980 | 10.96% | 31q | +20.3%+$45.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $265.3M | 727,165 | 0.44% | 31q | HELD |
Showing the largest 100 of 3,674 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 | 3,569 | $187.2B | 495,020,966 | 185 | 1,270 | 1,112 | 2.5% |
| Q1 2026 | 3,446 | $172.5B | 532,106,263 | 116 | 1,333 | 1,060 | 0.9% |
| Q4 2025 | 3,452 | $156.9B | 465,485,034 | 117 | 1,188 | 1,020 | 0.9% |
| Q3 2025 | 3,141 | $150.4B | 455,674,934 | 132 | 1,059 | 999 | 0.7% |
| Q2 2025 | 3,088 | $121.9B | 396,372,097 | 161 | 1,159 | 961 | 1.2% |
| Q1 2025 | 3,023 | $119.0B | 431,732,428 | 107 | 1,142 | 1,038 | 0.7% |
| Q4 2024 | 3,021 | $111.5B | 380,969,712 | 112 | 1,056 | 862 | 0.9% |
| Q3 2024 | 2,699 | $119.8B | 420,762,701 | 121 | 945 | 869 | 0.8% |
| Q2 2024 | 2,626 | $112.5B | 417,180,001 | 103 | 959 | 801 | 0.8% |
| Q1 2024 | 2,579 | $114.7B | 440,121,159 | 134 | 945 | 851 | 0.8% |
| Q4 2023 | 2,512 | $101.2B | 428,132,036 | 125 | 847 | 731 | 0.8% |
| Q3 2023 | 2,228 | $83.7B | 390,302,221 | 84 | 800 | 715 | 1.0% |
| Q2 2023 | 2,199 | $84.6B | 381,014,381 | 109 | 734 | 772 | 1.3% |
| Q1 2023 | 2,117 | $74.0B | 360,688,473 | 118 | 674 | 759 | 1.3% |
| Q4 2022 | 1,968 | $67.1B | 344,575,791 | 102 | 691 | 606 | 2.3% |
| Q3 2022 | 2,151 | $79.2B | 419,275,778 | 84 | 808 | 677 | 4.6% |
| Q2 2022 | 2,167 | $80.3B | 408,387,338 | 105 | 820 | 733 | 4.4% |
| Q1 2022 | 2,228 | $95.0B | 410,718,665 | 97 | 838 | 756 | 1.5% |
| Q4 2021 | 2,239 | $98.3B | 402,901,977 | 127 | 777 | 556 | 1.5% |
| Q3 2021 | 1,904 | $82.6B | 354,132,493 | 89 | 722 | 554 | 5.1% |
| Q2 2021 | 1,868 | $79.6B | 342,714,168 | 111 | 737 | 548 | 4.5% |
| Q1 2021 | 1,825 | $70.7B | 327,787,116 | 94 | 703 | 600 | 4.6% |
| Q4 2020 | 1,783 | $65.6B | 323,742,686 | 108 | 600 | 529 | 4.5% |
| Q3 2020 | 1,564 | $54.5B | 310,364,051 | 67 | 452 | 634 | 3.7% |
| Q2 2020 | 1,554 | $49.9B | 313,210,869 | 121 | 465 | 628 | 2.3% |
| Q1 2020 | 1,502 | $41.1B | 312,891,119 | 89 | 580 | 573 | 2.3% |
| Q4 2019 | 1,559 | $49.3B | 294,936,039 | 98 | 515 | 422 | 0.6% |
| Q3 2019 | 1,317 | $41.4B | 272,671,258 | 61 | 463 | 411 | 0.5% |
| Q2 2019 | 1,312 | $40.9B | 270,881,356 | 75 | 445 | 417 | 0.5% |
| Q1 2019 | 1,282 | $38.9B | 267,991,396 | 89 | 442 | 433 | 0.3% |
| Q4 2018 | 1,240 | $33.4B | 260,730,289 | 9 | 21 | 18 | 0.4% |