VANGUARD INDEX FDS (VTV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,716
Reporting holders
$127.9B
Reported value
0.1%
Held as options
+98
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $29.3B | 134,456,813 | 1.89% | 31q | +2.1%+$605.8M |
| JONES FINANCIAL COMPANIES LLLP | $9.7B | 44,576,925 | 3.90% | 31q | -13.1%-$1.5B |
| MORGAN STANLEY | $7.7B | 35,380,683 | 0.41% | 35q | +5.2%+$378.1M |
| ENVESTNET ASSET MANAGEMENT INC | $5.0B | 23,134,608 | 1.19% | 31q | +2.4%+$118.4M |
| UBS Group AG | $3.0B | 13,657,773 | 0.38% | 31q | +1.1%+$33.7M |
| LPL Financial LLC | $2.5B | 11,459,495 | 0.56% | 31q | +2.5%+$60.9M |
| AMERIPRISE FINANCIAL INC | $2.5B | 11,382,858 | 0.50% | 31q | -50.1%-$2.5B |
| RAYMOND JAMES FINANCIAL INC | $2.0B | 9,022,251 | 0.53% | 7q | +3.3%+$62.3M |
| EP Wealth Advisors, LLC | $2.0B | 8,979,182 | 7.48% | 28q | +6.7%+$122.1M |
| WELLS FARGO & COMPANY/MN | $1.9B | 8,715,764 | 0.31% | 31q | -48.7%-$1.8B |
| Cetera Investment Advisers | $1.7B | 7,986,168 | 1.59% | 31q | +3.2%+$53.6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.5B | 6,864,026 | 5.15% | 2q | +2.9%+$42.7M |
| CAPTRUST FINANCIAL ADVISORS | $1.5B | 6,787,174 | 2.26% | 31q | +1.9%+$27.2M |
| ROYAL BANK OF CANADA | $1.3B | 5,958,171 | 0.19% | 31q | +2.5%+$31.1M |
| D.A. DAVIDSON & CO. | $1.2B | 5,687,753 | 6.85% | 31q | +1.4%+$16.7M |
| Pathstone Holdings, LLC | $1.1B | 5,221,598 | 3.31% | 11q | +10832.1%+$1.1B |
| MATHER GROUP, LLC. | $1.1B | 5,054,784 | 9.61% | 31q | +337.3%+$849.7M |
| Mariner, LLC | $1.1B | 4,957,163 | 1.13% | 31q | -2.0%-$22.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.0B | 4,787,110 | 0.56% | 31q | +5.4%+$53.8M |
| FMR LLC | $985.0M | 4,519,995 | 0.04% | 31q | -0.5%-$5.4M |
| Focus Partners Wealth | $928.8M | 4,261,836 | 0.95% | 11q | HELD |
| PNC Financial Services Group, Inc. | $911.1M | 4,180,724 | 0.45% | 31q | -1.6%-$14.6M |
| JPMORGAN CHASE & CO | $910.3M | 4,163,597 | 0.05% | 31q | +5.4%+$46.7M |
| SEI INVESTMENTS CO | $852.7M | 3,912,536 | 0.75% | 31q | +1.9%+$16.1M |
| HighTower Advisors, LLC | $798.2M | 3,662,549 | 0.77% | 22q | +4.0%+$30.8M |
| Caisse de depot et placement du Quebec | $765.2M | 3,511,326 | 1.09% | 3q | +35.8%+$201.6M |
| RWA WEALTH PARTNERS, LLC | $762.7M | 3,499,691 | 7.30% | 31q | +2.0%+$15.1M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $750.2M | 3,442,447 | 5.55% | 31q | +2.1%+$15.5M |
| CITIGROUP INC | $695.9M | 3,193,415 | 0.23% | 31q | +37.1%+$188.4M |
| GOLDMAN SACHS GROUP INC | $682.8M | 3,132,906 | 0.06% | 31q | +9.4%+$58.9M |
| MISSION WEALTH MANAGEMENT, LP | $678.1M | 3,111,513 | 8.29% | 31q | +29.5%+$154.4M |
| Bank of New York Mellon Corp | $674.7M | 3,095,793 | 0.11% | 31q | +0.7%+$4.6M |
| Balentine LLC | $629.7M | 2,889,469 | 22.38% | 20q | +1.5%+$9.4M |
| OSAIC HOLDINGS, INC. | $622.1M | 2,853,732 | 0.73% | 26q | +11.3%+$63.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $593.4M | 2,722,879 | 0.75% | 31q | +3.3%+$18.7M |
| CBIZ Investment Advisory Services, LLC | $530.1M | 2,701,704 | 19.38% | 15q | HELD |
| TRUIST FINANCIAL CORP | $508.4M | 2,333,072 | 0.61% | 31q | -3.0%-$15.9M |
| CHOREO, LLC | $485.7M | 2,228,830 | 5.33% | 50q | +2.4%+$11.3M |
| Merit Financial Group, LLC | $444.3M | 2,038,604 | 1.36% | 31q | +104.3%+$226.8M |
| ASSETMARK, INC | $434.4M | 1,993,299 | 0.75% | 31q | +41.6%+$127.6M |
| Cerity Partners LLC | $429.5M | 1,970,185 | 0.52% | 31q | +21.4%+$75.6M |
| Waldron Private Wealth LLC | $400.8M | 1,839,020 | 13.88% | 31q | +2.7%+$10.5M |
| Modera Wealth Management, LLC | $398.9M | 1,830,633 | 4.26% | 31q | +3.5%+$13.6M |
| STIFEL FINANCIAL CORP | $396.4M | 1,818,811 | 0.33% | 31q | +7.5%+$27.8M |
| Facet Wealth, Inc. | $374.4M | 1,717,827 | 5.36% | 23q | +7.9%+$27.5M |
| Corient Private Wealth LP | $352.5M | 1,617,705 | 0.23% | 15q | +66.3%+$140.6M |
| Bell Bank | $346.3M | 1,588,925 | 13.21% | 6q | -2.3%-$8.0M |
| Beacon Pointe Advisors, LLC | $328.7M | 1,508,278 | 1.53% | 31q | +14.5%+$41.7M |
| Baird Financial Group, Inc. | $327.7M | 1,503,856 | 0.45% | 31q | HELD |
| Rockefeller Capital Management L.P. | $323.2M | 1,483,132 | 0.50% | 31q | +2.0%+$6.2M |
| LINCOLN NATIONAL CORP | $319.4M | 1,465,806 | 8.18% | 7q | +4.8%+$14.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $316.7M | 1,446,927 | 0.53% | 22q | HELD |
| Retirement Investment Advisors, Inc. | $312.0M | 1,422,244 | 22.24% | 14q | +3.4%+$10.2M |
| MML INVESTORS SERVICES, LLC | $309.7M | 1,420,885 | 0.63% | 31q | +21.1%+$54.0M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $308.4M | 1,414,717 | 1.70% | 31q | -1.3%-$4.2M |
| Sanctuary Advisors, LLC | $283.5M | 1,300,791 | 1.31% | 9q | +5.1%+$13.7M |
| Savant Capital, LLC | $283.3M | 1,335,326 | 0.83% | 31q | +195.1%+$187.3M |
| BLAIR WILLIAM & CO/IL | $268.6M | 1,232,497 | 0.70% | 31q | +5.7%+$14.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $253.6M | 1,163,499 | 0.16% | 30q | +141.8%+$148.7M |
| CIBC Bancorp USA Inc. | $252.7M | 1,158,627 | 0.31% | 2q | +7.3%+$17.2M |
| Brookstone Capital Management | $247.3M | 1,134,611 | 2.48% | 31q | +6.1%+$14.2M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $247.2M | 1,134,483 | 3.10% | 30q | -36.7%-$143.4M |
| Garde Capital, Inc. | $238.4M | 1,093,987 | 10.68% | 31q | +1.3%+$3.2M |
| NewEdge Advisors, LLC | $228.0M | 1,046,231 | 0.68% | 31q | +29.1%+$51.4M |
| Kestra Advisory Services, LLC | $224.7M | 1,030,956 | 0.72% | 24q | +6.7%+$14.1M |
| ALLIANCEBERNSTEIN L.P. | $219.6M | 1,119,341 | 0.07% | 31q | -5.8%-$13.5M |
| SCS Capital Management LLC | $216.4M | 992,941 | 2.04% | 31q | -2.1%-$4.7M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $213.9M | 981,676 | 12.09% | 27q | HELD |
| Members Trust Co | $205.7M | 943,694 | 6.40% | 25q | -3.4%-$7.2M |
| Creative Planning | $203.8M | 935,349 | 0.12% | 31q | +3.6%+$7.1M |
| Relyea Zuckerberg Hanson LLC | $201.9M | 926,600 | 8.42% | 27q | +99.8%+$100.9M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $198.2M | 909,566 | 1.48% | 17q | HELD |
| Everhart Financial Group, Inc. | $195.3M | 896,315 | 12.50% | 23q | +5.1%+$9.5M |
| Systematic Alpha Investments, LLC | $195.0M | 894,868 | 5.24% | 23q | HELD |
| RMG Wealth Management LLC | $192.6M | 850,915 | 19.86% | 5q | +6.4%+$11.6M |
| Gotham Asset Management, LLC | $190.8M | 875,457 | 0.44% | 13q | +2.0%+$3.8M |
| Thrive Wealth Management, LLC | $189.4M | 869,143 | 24.06% | 19q | +0.9%+$1.6M |
| Equitable Holdings, Inc. | $184.3M | 845,551 | 1.10% | 27q | -26.2%-$65.5M |
| 71 West Capital Partners | $183.8M | 843,239 | 6.35% | 3q | HELD |
| Sequoia Financial Advisors, LLC | $177.7M | 815,425 | 0.89% | 19q | +4.4%+$7.4M |
| Unison Advisors LLC | $176.5M | 810,094 | 12.31% | 31q | +1.3%+$2.3M |
| Saudi Central Bank | $164.9M | 756,686 | 2.16% | 5q | HELD |
| VISTA CAPITAL PARTNERS, INC. | $164.1M | 753,032 | 14.35% | 31q | -1.3%-$2.2M |
| WOODMONT INVESTMENT COUNSEL LLC | $164.0M | 752,493 | 8.95% | 31q | +1.9%+$3.1M |
| BlackRock, Inc. | $159.1M | 730,222 | 0.00% | 8q | -30.7%-$70.4M |
| Permanens Capital L.P. | $158.8M | 728,513 | 16.33% | 31q | +21.6%+$28.2M |
| Strategies Wealth Advisors, LLC | $158.4M | 726,738 | 14.17% | 18q | -2.1%-$3.4M |
| Focused Wealth Management, Inc | $156.8M | 719,710 | 13.64% | 31q | +3.3%+$5.0M |
| MAI Capital Management | $156.7M | 719,031 | 0.59% | 31q | +143.2%+$92.3M |
| Clearstead Advisors, LLC | $156.6M | 718,373 | 1.48% | 20q | -4.3%-$7.1M |
| Private Advisor Group, LLC | $151.8M | 696,736 | 0.70% | 31q | -35.7%-$84.4M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $151.8M | 696,729 | 5.36% | 31q | +8.8%+$12.3M |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $150.8M | 691,901 | 11.44% | 21q | -1.2%-$1.8M |
| SIMON QUICK ADVISORS, LLC | $150.7M | 691,556 | 6.09% | 31q | +4.4%+$6.4M |
| BANK OF MONTREAL /CAN/ | $149.8M | 687,594 | 0.05% | 31q | +259.0%+$108.1M |
| Farther Finance Advisors, LLC | $149.7M | 686,893 | 1.17% | 15q | +23.0%+$28.0M |
| Prime Capital Investment Advisors, LLC | $144.1M | 661,224 | 1.40% | 19q | -2.3%-$3.4M |
| US BANCORP \DE\ | $143.9M | 660,491 | 0.16% | 31q | +2.5%+$3.6M |
| RMR Wealth Builders | $143.2M | 656,979 | 8.89% | 24q | +14.5%+$18.1M |
| Brickley Wealth Management | $141.8M | 650,628 | 20.36% | 31q | +1.0%+$1.4M |
Showing the largest 100 of 2,794 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 | 2,716 | $127.9B | 587,203,647 | 170 | 1,013 | 763 | 0.1% |
| Q1 2026 | 2,618 | $115.7B | 591,494,324 | 133 | 1,003 | 792 | 0.0% |
| Q4 2025 | 2,585 | $108.8B | 569,601,024 | 135 | 996 | 651 | 0.0% |
| Q3 2025 | 2,370 | $101.8B | 545,907,803 | 138 | 905 | 692 | 0.0% |
| Q2 2025 | 2,308 | $93.9B | 531,008,358 | 115 | 874 | 723 | 0.1% |
| Q1 2025 | 2,259 | $90.2B | 523,132,705 | 112 | 952 | 669 | 0.0% |
| Q4 2024 | 2,251 | $85.8B | 506,591,860 | 111 | 829 | 589 | 0.1% |
| Q3 2024 | 2,030 | $86.3B | 494,634,642 | 121 | 821 | 601 | 0.2% |
| Q2 2024 | 1,955 | $77.7B | 484,009,461 | 93 | 734 | 621 | 0.2% |
| Q1 2024 | 1,941 | $86.8B | 533,738,774 | 125 | 702 | 704 | 0.1% |
| Q4 2023 | 1,905 | $74.4B | 498,125,905 | 110 | 659 | 611 | 0.1% |
| Q3 2023 | 1,701 | $63.1B | 458,541,235 | 82 | 637 | 560 | 0.1% |
| Q2 2023 | 1,677 | $62.6B | 444,317,359 | 78 | 605 | 629 | 0.1% |
| Q1 2023 | 1,626 | $63.2B | 460,210,257 | 83 | 633 | 534 | 0.1% |
| Q4 2022 | 1,550 | $59.7B | 426,228,198 | 126 | 624 | 412 | 0.1% |
| Q3 2022 | 1,648 | $61.8B | 499,884,308 | 86 | 704 | 477 | 0.1% |
| Q2 2022 | 1,659 | $65.1B | 492,942,093 | 99 | 771 | 426 | 0.1% |
| Q1 2022 | 1,647 | $71.3B | 482,021,521 | 144 | 763 | 405 | 0.1% |
| Q4 2021 | 1,582 | $64.7B | 440,431,817 | 117 | 620 | 319 | 0.1% |
| Q3 2021 | 1,340 | $57.0B | 420,625,194 | 70 | 576 | 350 | 0.1% |
| Q2 2021 | 1,355 | $56.3B | 408,852,372 | 101 | 610 | 327 | 0.1% |
| Q1 2021 | 1,304 | $50.4B | 383,160,880 | 121 | 590 | 305 | 0.1% |
| Q4 2020 | 1,227 | $43.7B | 367,056,304 | 125 | 461 | 292 | 0.2% |
| Q3 2020 | 1,037 | $37.2B | 356,337,403 | 70 | 392 | 339 | 0.1% |
| Q2 2020 | 1,012 | $34.4B | 346,824,802 | 79 | 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% |