VANGUARD INDEX FDS (VTI)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
218
Reporting holders
$2.7B
Reported value
0.0%
Calls
0.0%
Puts
-3,472
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 |
|---|---|---|---|---|---|
| Apella Capital, LLC | $292.4M | 767,521 | 3.71% | 26q | +3.3%+$9.3M |
| Wedmont Private Capital | $258.1M | 680,028 | 6.17% | 20q | +16.9%+$37.3M |
| Boston Standard Wealth Management, LLC | $252.0M | 673,489 | 36.22% | 32q | +0.9%+$2.3M |
| CoreCap Advisors, LLC | $183.4M | 489,929 | 5.27% | 9q | +1.8%+$3.3M |
| Legacy Private Trust Co. | $173.3M | 463,081 | 9.48% | 32q | -1.7%-$3.0M |
| Towneley Capital Management, Inc / DE | $168.8M | 451,179 | 33.45% | 12q | -1.5%-$2.5M |
| Beacon Wealthcare LLC | $165.8M | 443,162 | 52.58% | 23q | -1.4%-$2.4M |
| GP Brinson Investments LLC | $102.4M | 273,583 | 43.73% | 23q | -0.8%-$845.8K |
| Farther Finance Advisors, LLC | $74.5M | 199,184 | 0.53% | 16q | +21.1%+$13.0M |
| Kearns & Associates LLC | $65.9M | 175,988 | 30.26% | 20q | HELD |
| Everhart Financial Group, Inc. | $62.8M | 167,850 | 3.87% | 24q | -3.9%-$2.6M |
| jvl associates llc | $53.3M | 142,470 | 15.35% | 27q | HELD |
| Rosenberg Matthew Hamilton | $52.1M | 139,230 | 9.33% | 27q | -0.6%-$311.7K |
| Venture Visionary Partners LLC | $47.9M | 128,024 | 1.25% | 28q | +55.5%+$17.1M |
| Mallini Complete Financial Planning LLC | $46.8M | 125,151 | 32.83% | 8q | -3.6%-$1.8M |
| SAPIENT CAPITAL LLC | $28.4M | 75,971 | 0.38% | 12q | -49.8%-$28.2M |
| Kaydan Wealth Management, Inc. | $20.8M | 55,628 | 7.14% | 20q | +52.0%+$7.1M |
| PARK NATIONAL CORP /OH/ | $19.3M | 51,565 | 0.52% | 16q | +3.0%+$553.1K |
| Peterson Wealth Advisors, LLC | $17.5M | 46,895 | 2.04% | 32q | -2.9%-$516.4K |
| New Covenant Trust Company, N.A. | $17.5M | 46,784 | 12.12% | 11q | HELD |
| Coastline Trust Co | $17.1M | 45,581 | 1.59% | 32q | -15.5%-$3.1M |
| First Heartland Consultants, Inc. | $16.8M | 44,805 | 1.11% | 32q | +33.9%+$4.2M |
| Olistico Wealth, LLC | $16.3M | 43,468 | 6.80% | 16q | -94.7%-$292.8M |
| Weaver Consulting Group | $15.6M | 41,562 | 3.02% | 31q | +14.1%+$1.9M |
| TITLEIST ASSET MANAGEMENT, LLC | $15.2M | 40,611 | 0.98% | 12q | +14.7%+$1.9M |
| GoalVest Advisory LLC | $14.2M | 810,011 | 2.46% | 22q | +2137.7%+$13.6M |
| Valeo Financial Advisors, LLC | $13.5M | 36,110 | 0.28% | 32q | -8.0%-$1.2M |
| Emprise Bank | $13.5M | 35,982 | 5.15% | 11q | -1.1%-$146.0K |
| Versant Capital Management, Inc | $13.5M | 35,982 | 1.15% | 32q | +14.0%+$1.7M |
| Atlas Brown,Inc. | $12.9M | 34,575 | 3.41% | 32q | +3.1%+$391.1K |
| Gridiron Partners, LLC | $12.5M | 33,360 | 6.26% | 12q | +21.2%+$2.2M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $12.4M | 33,137 | 0.15% | 27q | +5.8%+$676.6K |
| Trinity Financial Advisors LLC | $12.2M | 32,658 | 3.15% | 17q | -3.9%-$498.1K |
| EASTERN BANK | $11.6M | 31,091 | 0.18% | 15q | -1.7%-$203.6K |
| Paladin Partners, LLC | $11.6M | 30,959 | 7.13% | 2q | -1.9%-$221.9K |
| Graves Light Lenhart Wealth, Inc. | $10.4M | 27,749 | 0.97% | 32q | +2.6%+$264.6K |
| Trust Co | $10.2M | 27,366 | 0.89% | 32q | HELD |
| HALL LAURIE J TRUSTEE | $10.0M | 26,620 | 3.17% | 30q | HELD |
| STEPH & CO | $8.6M | 23,066 | 2.20% | 28q | -8.9%-$838.7K |
| ACIMA PRIVATE WEALTH, LLC | $8.6M | 23,005 | 2.50% | 32q | HELD |
| RVW Wealth, LLC | $8.6M | 22,873 | 0.55% | 31q | HELD |
| FC Advisory LLC | $8.4M | 22,322 | 2.19% | 32q | -2.0%-$174.8K |
| SigFig Wealth Management, LLC | $8.2M | 21,984 | 0.20% | 32q | -1.6%-$134.0K |
| Successful Portfolios LLC | $7.9M | 20,775 | 3.64% | 32q | +2.0%+$153.6K |
| Arbor Wealth Advisors LLC | $7.5M | 20,102 | 4.69% | 12q | -3.6%-$282.6K |
| Capital Advisors Wealth Management, LLC | $7.3M | 19,575 | 0.83% | 23q | +1.8%+$132.9K |
| First Citizens Financial Corp | $6.5M | 17,324 | 2.72% | 27q | +6.5%+$394.4K |
| Strategic Financial Group, LLC | $6.4M | 16,982 | 6.16% | 3q | -0.8%-$51.6K |
| Friday Financial | $6.0M | 16,097 | 1.19% | 8q | -1.4%-$85.5K |
| Exchange Bank | $5.8M | 15,462 | 3.58% | 14q | +15.7%+$784.4K |
| ECLECTIC ASSOCIATES INC /ADV | $5.6M | 15,008 | 0.63% | 6q | -3.4%-$195.7K |
| Stonebridge Financial Group, LLC | $5.5M | 14,779 | 0.41% | 8q | HELD |
| Avidian Wealth Enterprises, LLC | $5.5M | 14,742 | 0.15% | 32q | +12.9%+$629.5K |
| Hardin Capital Partners, LLC | $5.5M | 14,691 | 2.69% | 10q | +5.2%+$270.2K |
| DKM Wealth Management, Inc. | $5.5M | 14,680 | 3.48% | 8q | HELD |
| DIVERSIFIED MANAGEMENT INC | $5.3M | 14,273 | 0.93% | 4q | HELD |
| CogentBlue Wealth Advisors, LLC | $4.9M | 13,038 | 4.54% | 8q | -3.2%-$162.8K |
| Pacifica Partners Inc. | $4.9M | 12,933 | 1.46% | 28q | +80.6%+$2.2M |
| Acropolis Investment Management, LLC | $4.7M | 12,627 | 0.19% | 32q | -49.1%-$4.6M |
| Gradient Investments LLC | $4.5M | 12,005 | 0.06% | 32q | +13.2%+$524.0K |
| GILPIN WEALTH MANAGEMENT, LLC | $4.4M | 11,631 | 2.94% | 4q | HELD |
| BOYUM WEALTH ARCHITECTS LLC | $4.3M | 11,494 | 1.77% | 7q | -1.2%-$51.8K |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $4.3M | 11,592 | 2.35% | 16q | -2.0%-$87.9K |
| KWMG, LLC | $4.3M | 11,435 | 0.31% | 32q | HELD |
| YHB Investment Advisors, Inc. | $4.3M | 11,425 | 0.27% | 25q | +16.5%+$605.9K |
| Davis Capital Management | $4.0M | 10,792 | 2.41% | 13q | -1.2%-$47.5K |
| Grove Bank & Trust | $4.0M | 10,586 | 0.39% | 32q | HELD |
| Financial Symmetry Inc | $3.7M | 9,801 | 1.17% | 12q | +0.5%+$18.7K |
| Bill Few Associates, Inc. | $3.6M | 9,735 | 0.75% | 20q | +50.9%+$1.2M |
| Independence Financial Advisors, LLC | $3.5M | 9,459 | 0.89% | 7q | HELD |
| Marotta Asset Management | $3.4M | 9,184 | 0.58% | 27q | -1.1%-$36.7K |
| Councilor Wealth, LLC | $3.4M | 9,007 | 1.39% | 12q | +0.5%+$18.3K |
| Adirondack Capital Advisors, LLC | $3.3M | 8,845 | 1.71% | 4q | -0.6%-$21.3K |
| LifeGoal Investments, LLC | $3.3M | 8,754 | 1.00% | 8q | +13.7%+$395.2K |
| Greenfield Savings Bank | $3.3M | 8,692 | 1.23% | 18q | +1.5%+$48.3K |
| KFA Private Wealth Group, LLC | $3.2M | 8,571 | 0.75% | 25q | +2.6%+$80.8K |
| MassMutual Private Wealth & Trust, FSB | $3.2M | 8,550 | 0.08% | 32q | +11.0%+$316.6K |
| Bath Savings Trust Co | $3.1M | 8,403 | 0.33% | 24q | +1.8%+$55.0K |
| Sprinkle Financial Consultants LLC | $3.1M | 8,287 | 1.21% | 12q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $3.1M | 8,217 | 0.19% | 16q | +0.9%+$28.8K |
| Monument Capital Management | $3.1M | 8,190 | 0.64% | 32q | HELD |
| Wealth Group Ltd | $3.0M | 7,941 | 0.56% | 12q | +0.5%+$15.5K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $2.8M | 7,444 | 0.65% | 12q | HELD |
| TOMPKINS FINANCIAL CORP | $2.7M | 7,267 | 0.19% | 24q | HELD |
| S.E.E.D. Planning Group LLC | $2.7M | 7,170 | 0.66% | 11q | HELD |
| BOS Asset Management, LLC | $2.4M | 6,540 | 0.57% | 16q | -0.7%-$17.2K |
| Capital Planning LLC | $2.4M | 6,481 | 0.64% | 24q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $2.4M | 6,306 | 0.66% | 15q | -0.7%-$17.2K |
| DAVIDSON TRUST CO | $2.3M | 6,267 | 0.93% | 19q | -7.4%-$187.1K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $2.3M | 6,249 | 0.15% | 20q | HELD |
| Sound Income Strategies, LLC | $2.3M | 6,105 | 0.10% | 32q | +8.7%+$185.2K |
| Lee, Kelleher & Klein Wealth Management | $2.3M | 6,047 | 1.16% | 8q | -7.9%-$194.6K |
| CYPRESS FINANCIAL PLANNING LLC | $2.2M | 5,929 | 0.59% | 18q | +35.4%+$580.5K |
| Baron Financial Group, LLC | $2.1M | 5,711 | 1.04% | 25q | -1.6%-$35.6K |
| TILIA FIDUCIARY PARTNERS, INC. | $2.1M | 5,694 | 0.49% | 8q | +102.0%+$1.1M |
| GAMMA Investing LLC | $2.1M | 5,670 | 0.07% | 12q | HELD |
| Montz Harcus Wealth Management LLC | $2.1M | 5,577 | 0.73% | 15q | HELD |
| RTD Financial Advisors, Inc. | $2.1M | 5,519 | 0.23% | 20q | -19.8%-$510.8K |
| CHAPIN DAVIS, INC. | $2.0M | 5,434 | 0.39% | 16q | HELD |
| Worth Asset Management, LLC | $2.0M | 5,342 | 0.58% | 19q | +1.5%+$30.3K |
Showing the largest 100 of 225 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 218 | $2.7B | 7,122,469 | 4 | 67 | 72 | 0.0% |
| Q2 2026 | 3,690 | $209.2B | 552,225,654 | 189 | 1,327 | 1,133 | 2.4% |
| Q1 2026 | 3,560 | $187.4B | 577,590,688 | 118 | 1,370 | 1,099 | 0.9% |
| Q4 2025 | 3,578 | $179.2B | 519,339,993 | 122 | 1,229 | 1,058 | 0.8% |
| Q3 2025 | 3,258 | $167.2B | 506,074,473 | 138 | 1,098 | 1,032 | 0.8% |
| Q2 2025 | 3,232 | $138.1B | 448,284,848 | 165 | 1,209 | 1,013 | 1.3% |
| Q1 2025 | 3,171 | $133.2B | 482,536,896 | 116 | 1,184 | 1,082 | 0.8% |
| Q4 2024 | 3,182 | $128.3B | 437,781,368 | 127 | 1,101 | 915 | 1.1% |
| Q3 2024 | 2,860 | $136.4B | 478,097,725 | 133 | 992 | 923 | 1.0% |
| Q2 2024 | 2,786 | $130.1B | 487,783,561 | 119 | 1,013 | 843 | 0.9% |
| Q1 2024 | 2,742 | $129.7B | 497,146,129 | 138 | 1,004 | 904 | 0.9% |
| Q4 2023 | 2,689 | $115.9B | 488,914,216 | 135 | 915 | 779 | 0.9% |
| Q3 2023 | 2,413 | $96.9B | 451,212,430 | 110 | 860 | 763 | 1.1% |
| Q2 2023 | 2,388 | $97.9B | 440,705,124 | 117 | 801 | 838 | 1.4% |
| Q1 2023 | 2,337 | $87.1B | 423,691,388 | 130 | 744 | 838 | 1.4% |
| Q4 2022 | 2,307 | $97.0B | 499,038,704 | 121 | 815 | 706 | 1.9% |
| Q3 2022 | 2,153 | $79.3B | 419,315,673 | 84 | 808 | 678 | 4.6% |
| Q2 2022 | 2,169 | $80.4B | 408,437,264 | 105 | 821 | 733 | 4.4% |
| Q1 2022 | 2,230 | $95.0B | 410,768,001 | 97 | 838 | 756 | 1.5% |
| Q4 2021 | 2,241 | $98.3B | 402,951,250 | 127 | 777 | 557 | 1.5% |
| Q3 2021 | 1,905 | $82.6B | 354,161,793 | 89 | 722 | 555 | 5.1% |
| Q2 2021 | 1,869 | $79.6B | 342,744,536 | 111 | 738 | 548 | 4.5% |
| Q1 2021 | 1,826 | $70.7B | 327,816,220 | 94 | 704 | 600 | 4.6% |
| Q4 2020 | 1,784 | $65.6B | 323,771,596 | 108 | 600 | 529 | 4.5% |
| Q3 2020 | 1,565 | $54.5B | 310,392,961 | 67 | 452 | 635 | 3.7% |
| Q2 2020 | 1,555 | $49.9B | 313,240,783 | 121 | 465 | 629 | 2.3% |
| Q1 2020 | 1,503 | $41.1B | 312,928,029 | 89 | 580 | 574 | 2.3% |
| Q4 2019 | 1,560 | $49.3B | 294,981,989 | 98 | 515 | 422 | 0.6% |
| Q3 2019 | 1,318 | $41.4B | 272,717,188 | 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% |