VANGUARD INDEX FDS (VTV)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
158
Reporting holders
$1.8B
Reported value
0.0%
Calls
0.0%
Puts
-2,647
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 | $209.6M | 969,840 | 11.97% | 28q | -1.2%-$2.6M |
| Farther Finance Advisors, LLC | $208.5M | 964,758 | 1.47% | 16q | +40.5%+$60.0M |
| Everhart Financial Group, Inc. | $199.4M | 922,916 | 12.29% | 24q | +3.0%+$5.7M |
| Pathway Financial Advisors LLC | $129.2M | 598,055 | 14.28% | 31q | +13.1%+$15.0M |
| CoreCap Advisors, LLC | $90.2M | 417,350 | 2.59% | 9q | +78.3%+$39.6M |
| RIVERSEDGE ADVISORS, LLC | $86.1M | 398,629 | 10.59% | 24q | +0.5%+$449.7K |
| Trust Co | $69.9M | 323,416 | 6.08% | 32q | +2.7%+$1.9M |
| Apella Capital, LLC | $55.0M | 252,083 | 0.70% | 26q | +6.0%+$3.1M |
| VALLEY WEALTH MANAGERS, INC. | $49.8M | 230,611 | 2.83% | 29q | +29.4%+$11.3M |
| Hiley Hunt Wealth Management | $40.5M | 187,263 | 15.72% | 12q | +2.6%+$1.0M |
| Arbor Wealth Advisors LLC | $37.3M | 172,441 | 23.21% | 12q | +0.8%+$282.0K |
| Kaydan Wealth Management, Inc. | $36.1M | 167,028 | 12.39% | 17q | -2.1%-$782.4K |
| Veery Capital, LLC | $30.2M | 139,973 | 8.06% | 24q | +0.7%+$206.8K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $28.4M | 131,330 | 4.04% | 32q | -7.7%-$2.4M |
| Venture Visionary Partners LLC | $27.6M | 127,710 | 0.72% | 28q | +4.8%+$1.3M |
| Oak Root LLC | $27.1M | 125,436 | 2.99% | 12q | HELD |
| Midwest Financial Partners Investments, Inc. | $25.8M | 119,525 | 9.93% | 4q | +7.1%+$1.7M |
| SAPIENT CAPITAL LLC | $24.5M | 113,475 | 0.33% | 12q | -47.4%-$22.1M |
| Heartwood Wealth Advisors LLC | $24.0M | 111,205 | 1.90% | 28q | -1.5%-$372.5K |
| MOODY NATIONAL BANK TRUST DIVISION | $18.6M | 85,975 | 1.53% | 16q | +1.1%+$209.6K |
| Prism Advisors, Inc. | $18.2M | 82,769 | 4.56% | 32q | -12.6%-$2.6M |
| ECLECTIC ASSOCIATES INC /ADV | $16.6M | 76,818 | 1.86% | 24q | -0.8%-$126.8K |
| Breakwater Capital Group | $16.3M | 75,541 | 1.93% | 16q | HELD |
| First Heartland Consultants, Inc. | $14.6M | 67,572 | 0.97% | 32q | -1.5%-$217.4K |
| TITLEIST ASSET MANAGEMENT, LLC | $14.1M | 65,281 | 0.91% | 11q | HELD |
| COLLECTIVE FAMILY OFFICE LLC | $14.0M | 64,920 | 2.90% | 24q | -2.3%-$326.5K |
| Wedmont Private Capital | $14.0M | 63,654 | 0.33% | 20q | +4.6%+$612.3K |
| Grove Bank & Trust | $12.9M | 59,833 | 1.29% | 32q | +1.2%+$158.2K |
| Capital Advisors Wealth Management, LLC | $12.8M | 59,095 | 1.44% | 21q | +15.7%+$1.7M |
| Cassilly Financial Group LLC | $12.7M | 58,996 | 8.56% | 4q | -49.9%-$12.7M |
| KFA Private Wealth Group, LLC | $11.6M | 53,855 | 2.74% | 28q | -2.1%-$250.7K |
| ATMOS ADVISORY, LLC | $11.5M | 53,188 | 6.12% | 20q | HELD |
| GoalFusion Wealth Management, LLC | $9.9M | 45,957 | 3.97% | 15q | HELD |
| Councilor Wealth, LLC | $9.9M | 45,746 | 4.07% | 12q | +6.6%+$613.2K |
| BRIGHTON SECURITIES CORP. | $9.8M | 45,502 | 4.11% | 6q | +6.9%+$633.5K |
| Olistico Wealth, LLC | $9.2M | 42,584 | 3.85% | 16q | -79.8%-$36.4M |
| Factor Wealth Management LTD | $8.8M | 40,558 | 1.34% | 8q | -1.0%-$92.7K |
| SigFig Wealth Management, LLC | $8.7M | 40,252 | 0.22% | 23q | +1.8%+$156.2K |
| Emergent Wealth Advisors, LLC | $8.5M | 39,347 | 4.45% | 12q | +2.9%+$237.9K |
| Paragon Capital Management Ltd | $8.4M | 38,804 | 1.54% | 32q | +2.5%+$206.1K |
| Bath Savings Trust Co | $8.0M | 37,041 | 0.83% | 29q | +4.0%+$304.2K |
| Valeo Financial Advisors, LLC | $8.0M | 47,025 | 0.17% | 32q | -1.2%-$93.2K |
| Avidian Wealth Enterprises, LLC | $7.7M | 35,423 | 0.21% | 26q | +6.9%+$496.8K |
| Decker Wealth Management LLC | $7.3M | 33,711 | 1.48% | 4q | +0.8%+$56.6K |
| DAVIDSON TRUST CO | $6.6M | 30,741 | 2.63% | 28q | -1.2%-$78.9K |
| Acropolis Investment Management, LLC | $6.2M | 28,811 | 0.25% | 29q | -46.0%-$5.3M |
| Weaver Consulting Group | $5.6M | 25,732 | 1.08% | 31q | +22.5%+$1.0M |
| Worth Asset Management, LLC | $5.3M | 24,400 | 1.54% | 10q | +267.9%+$3.8M |
| GAMMA Investing LLC | $5.1M | 23,637 | 0.17% | 12q | +3.4%+$169.4K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $4.9M | 22,680 | 0.35% | 32q | HELD |
| Trinity Financial Advisors LLC | $4.5M | 20,614 | 1.15% | 20q | -8.9%-$436.7K |
| Dickmeyer Boyce Financial Management, Inc. | $4.1M | 19,185 | 2.12% | 3q | +9.3%+$352.6K |
| Pioneer Wealth Management Group | $4.1M | 18,781 | 0.96% | 15q | -4.9%-$207.0K |
| Prosperity Planning, Inc. | $3.8M | 17,402 | 0.83% | 24q | -2.5%-$98.1K |
| Strategic Financial Group, LLC | $3.2M | 14,789 | 3.10% | 3q | HELD |
| Vilga Financial Planning LLC | $2.8M | 13,148 | 1.69% | 2q | -2.8%-$82.3K |
| Atlas Brown,Inc. | $2.8M | 12,744 | 0.73% | 32q | -0.8%-$21.6K |
| Asempa Wealth Advisors | $2.6M | 12,062 | 2.00% | 4q | +1.0%+$26.9K |
| RTD Financial Advisors, Inc. | $2.6M | 12,046 | 0.28% | 20q | HELD |
| Marotta Asset Management | $2.5M | 11,359 | 0.42% | 27q | -4.9%-$127.1K |
| Balefire, LLC | $2.4M | 11,181 | 0.38% | 6q | -9.7%-$258.4K |
| Intelligence Driven Advisers, LLC | $2.4M | 11,133 | 0.42% | 20q | -1.2%-$29.2K |
| Galvin, Gaustad & Stein, LLC | $2.2M | 10,153 | 0.17% | 24q | +124.9%+$1.2M |
| Montecito Bank & Trust | $2.1M | 9,911 | 0.32% | 18q | +1.0%+$21.6K |
| Apeiron RIA LLC | $2.1M | 9,881 | 0.49% | 16q | +327.6%+$1.6M |
| DIVERSIFIED MANAGEMENT INC | $2.1M | 9,773 | 0.37% | 3q | HELD |
| Iowa State Bank | $1.9M | 8,891 | 0.32% | 7q | HELD |
| BOS Asset Management, LLC | $1.7M | 7,854 | 0.40% | 16q | -24.6%-$552.3K |
| Baring Financial LLC | $1.6M | 7,275 | 0.84% | 8q | +1.3%+$20.3K |
| Wealth Enhancement Trust Services, Inc. | $1.6M | 7,270 | 0.17% | 4q | -49.1%-$1.5M |
| Gladwyn Financial Advisors, Inc. | $1.4M | 6,611 | 0.91% | 6q | HELD |
| Wisconsin Wealth Advisors, LLC | $1.4M | 6,524 | 1.19% | 8q | +175.7%+$898.4K |
| EASTERN BANK | $1.3M | 5,809 | 0.02% | 9q | +91.0%+$598.1K |
| Planning Strategies Inc. | $1.2M | 5,769 | 0.74% | 2q | +91.5%+$595.5K |
| INSPIRION WEALTH ADVISORS, LLC | $1.2M | 5,624 | 0.14% | 32q | HELD |
| FC Advisory LLC | $1.1M | 5,150 | 0.29% | 32q | +0.7%+$8.2K |
| Sound Income Strategies, LLC | $1.1M | 4,944 | 0.05% | 18q | +2.3%+$24.4K |
| Longview Financial Advisors, Inc. | $1.1M | 4,960 | 0.61% | 12q | -3.8%-$42.8K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $1.1M | 4,858 | 0.68% | 8q | -1.6%-$17.3K |
| Harpswell Capital Advisors, LLC | $1.0M | 4,775 | 0.68% | 5q | +7.9%+$75.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.0M | 4,633 | 0.01% | 16q | -2.1%-$21.8K |
| Red Spruce Capital, LLC | $919.4K | 4,255 | 0.33% | 3q | +7.6%+$64.6K |
| Lincoln Capital LLC | $899.1K | 4,160 | 0.16% | 30q | +1.0%+$9.1K |
| CYPRESS FINANCIAL PLANNING LLC | $865.2K | 4,004 | 0.23% | 11q | HELD |
| Roxbury Financial LLC | $855.2K | 3,958 | 0.66% | 8q | +1.4%+$11.9K |
| Buska Wealth Management, LLC | $850.5K | 3,936 | 0.29% | 10q | -1.6%-$13.6K |
| JP Wealth Management, Inc. | $842.7K | 3,900 | 0.53% | 8q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $778.3K | 3,602 | 0.07% | 25q | -0.6%-$4.3K |
| Legacy Private Trust Co. | $773.8K | 3,581 | 0.04% | 32q | -8.4%-$70.7K |
| RHODES INVESTMENT ADVISORS INC /ADV | $737.9K | 3,415 | 0.52% | 4q | +99.1%+$367.3K |
| Shira Ridge Wealth Management | $728.2K | 3,370 | 0.25% | 16q | -1.1%-$7.8K |
| TrueWealth Advisors, LLC | $722.1K | 3,342 | 0.16% | 24q | HELD |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $691.0K | 3,198 | 0.05% | 2q | +7.3%+$46.9K |
| Echo45 Advisors LLC | $669.2K | 3,097 | 0.30% | new | NEW |
| FIRST COMMUNITY TRUST NA | $659.7K | 3,053 | 0.22% | 13q | HELD |
| Mirador Capital Partners LP | $644.0K | 2,980 | 0.07% | 5q | -1.9%-$12.5K |
| CogentBlue Wealth Advisors, LLC | $638.5K | 2,955 | 0.59% | 2q | -11.8%-$85.6K |
| WALLER FINANCIAL PLANNING GROUP, INC | $633.2K | 2,931 | 0.13% | 32q | HELD |
| Global Wealth Strategies & Associates | $617.0K | 2,856 | 0.11% | 16q | +17.4%+$91.6K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $612.6K | 2,835 | 0.05% | 9q | +3.3%+$19.7K |
Showing the largest 100 of 161 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 | 158 | $1.8B | 8,437,657 | 3 | 57 | 50 | 0.0% |
| Q2 2026 | 2,805 | $135.7B | 622,558,926 | 172 | 1,046 | 785 | 0.1% |
| Q1 2026 | 2,703 | $118.2B | 603,271,235 | 140 | 1,032 | 817 | 0.0% |
| Q4 2025 | 2,673 | $122.2B | 592,431,953 | 136 | 1,032 | 675 | 0.0% |
| Q3 2025 | 2,455 | $104.5B | 560,283,033 | 145 | 939 | 715 | 0.0% |
| Q2 2025 | 2,413 | $97.1B | 549,083,507 | 118 | 915 | 747 | 0.0% |
| Q1 2025 | 2,376 | $93.4B | 541,468,218 | 121 | 992 | 711 | 0.0% |
| Q4 2024 | 2,369 | $431.8B | 2,550,338,797 | 123 | 873 | 622 | 0.0% |
| Q3 2024 | 2,146 | $451.0B | 2,583,611,773 | 130 | 850 | 645 | 0.0% |
| Q2 2024 | 2,071 | $446.3B | 2,784,223,230 | 101 | 774 | 660 | 0.0% |
| Q1 2024 | 2,066 | $90.5B | 556,466,615 | 132 | 741 | 752 | 0.1% |
| Q4 2023 | 2,042 | $78.9B | 528,561,407 | 115 | 707 | 661 | 0.1% |
| Q3 2023 | 1,843 | $67.9B | 492,673,213 | 99 | 687 | 600 | 0.0% |
| Q2 2023 | 1,829 | $67.9B | 478,753,581 | 91 | 659 | 674 | 0.1% |
| Q1 2023 | 1,801 | $69.0B | 502,035,292 | 92 | 698 | 586 | 0.1% |
| Q4 2022 | 1,826 | $70.6B | 504,276,480 | 147 | 740 | 477 | 0.1% |
| Q3 2022 | 1,650 | $61.8B | 500,154,801 | 86 | 706 | 477 | 0.1% |
| Q2 2022 | 1,661 | $65.1B | 493,208,845 | 99 | 773 | 426 | 0.1% |
| Q1 2022 | 1,649 | $71.3B | 482,272,429 | 144 | 764 | 405 | 0.1% |
| Q4 2021 | 1,584 | $64.7B | 440,675,915 | 117 | 621 | 319 | 0.1% |
| Q3 2021 | 1,341 | $57.0B | 420,825,835 | 70 | 577 | 350 | 0.1% |
| Q2 2021 | 1,356 | $56.3B | 409,045,155 | 101 | 611 | 327 | 0.1% |
| Q1 2021 | 1,305 | $50.4B | 383,350,523 | 121 | 591 | 305 | 0.1% |
| Q4 2020 | 1,228 | $43.8B | 367,243,488 | 125 | 462 | 292 | 0.2% |
| Q3 2020 | 1,038 | $37.2B | 356,496,228 | 70 | 393 | 339 | 0.1% |
| Q2 2020 | 1,013 | $34.4B | 346,894,330 | 80 | 370 | 372 | 0.1% |
| Q1 2020 | 1,004 | $31.5B | 355,320,571 | 74 | 391 | 363 | 0.0% |
| Q4 2019 | 1,099 | $40.0B | 333,999,973 | 91 | 402 | 254 | 0.0% |
| Q3 2019 | 940 | $35.1B | 314,649,232 | 69 | 353 | 269 | 0.1% |
| Q2 2019 | 905 | $34.3B | 309,306,839 | 81 | 334 | 265 | 0.1% |
| Q1 2019 | 873 | $32.1B | 298,416,797 | 73 | 304 | 287 | 0.0% |
| Q4 2018 | 848 | $28.5B | 291,542,912 | 11 | 22 | 10 | 0.0% |