# VANGUARD INDEX FDS (VUG)

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

- Reporting holders: 172
- Reported value: $1.7B
- 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 |
|---|---|---|---|---|
| [STEPHENS GROUP ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1726808-stephens-group-asset-management-llc/) | $216.6M | 2,403,760 | 12.4% | 28 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $202.3M | 2,245,503 | 12.5% | 24 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $113.3M | 1,257,347 | 12.5% | 31 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $100.0M | 1,109,820 | 11.4% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $85.6M | 950,035 | 2.2% | 28 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $76.5M | 848,595 | 6.7% | 32 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $67.8M | 751,879 | 8.3% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $41.3M | 458,271 | 0.3% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $39.8M | 430,452 | 0.5% | 14 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $31.6M | 350,820 | 8.4% | 24 |
| [Dominguez Wealth Management Solutions, Inc.](https://holderbook.com/funds/1881335-dominguez-wealth-management-solutions-inc/) | $31.2M | 346,542 | 17.3% | 16 |
| [Hiley Hunt Wealth Management](https://holderbook.com/funds/2048051-hiley-hunt-wealth-management/) | $31.1M | 345,300 | 12.1% | 12 |
| [Oak Root LLC](https://holderbook.com/funds/2027377-oak-root-llc/) | $29.8M | 330,492 | 3.3% | 12 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $27.4M | 303,709 | 6.1% | 24 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $27.0M | 659,467 | 4.7% | 22 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $26.5M | 293,985 | 5.4% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $25.5M | 282,544 | 0.7% | 9 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $24.4M | 270,848 | 3.5% | 12 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $24.4M | 270,533 | 0.3% | 12 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $22.8M | 253,239 | 9.5% | 16 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $22.4M | 249,139 | 5.9% | 32 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $22.2M | 246,650 | 1.4% | 15 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $21.1M | 234,148 | 1.7% | 28 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $20.2M | 223,813 | 4.3% | 4 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $17.6M | 195,174 | 1.2% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 172 | $1.7B |
| Q2 2026 | 2,896 | $151.2B |
| Q1 2026 | 2,732 | $120.9B |
| Q4 2025 | 2,821 | $131.5B |
| Q3 2025 | 2,608 | $123.2B |
| Q2 2025 | 2,507 | $114.1B |
| Q1 2025 | 2,454 | $94.1B |
| Q4 2024 | 2,508 | $127.2B |
| Q3 2024 | 2,225 | $114.8B |
| Q2 2024 | 2,160 | $110.0B |
| Q1 2024 | 2,098 | $84.9B |
| Q4 2023 | 2,044 | $72.5B |