VANGUARD INDEX FDS (VUG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,802
Reporting holders
$143.8B
Reported value
0.2%
Held as options
+155
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/ | $28.8B | 334,520,544 | 1.86% | 31q | +512.1%+$24.1B |
| JONES FINANCIAL COMPANIES LLLP | $18.1B | 219,112,994 | 7.26% | 31q | +458.6%+$14.9B |
| MORGAN STANLEY | $7.7B | 89,529,557 | 0.41% | 35q | +502.3%+$6.4B |
| ENVESTNET ASSET MANAGEMENT INC | $5.0B | 58,557,269 | 1.19% | 31q | +573.4%+$4.3B |
| Financial Engines Advisors L.L.C. | $3.3B | 38,876,521 | 5.95% | 31q | +497.8%+$2.8B |
| UBS Group AG | $3.1B | 36,061,562 | 0.40% | 31q | +494.2%+$2.6B |
| LPL Financial LLC | $2.9B | 33,367,717 | 0.65% | 31q | +518.4%+$2.4B |
| WELLS FARGO & COMPANY/MN | $2.3B | 26,191,295 | 0.37% | 31q | +195.8%+$1.5B |
| AMERIPRISE FINANCIAL INC | $2.0B | 23,707,792 | 0.41% | 31q | +194.7%+$1.4B |
| EP Wealth Advisors, LLC | $2.0B | 23,330,170 | 7.68% | 28q | +539.0%+$1.7B |
| RAYMOND JAMES FINANCIAL INC | $1.9B | 21,880,400 | 0.51% | 7q | +512.0%+$1.6B |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.8B | 20,430,648 | 6.06% | 2q | +493.6%+$1.5B |
| Pathstone Holdings, LLC | $1.4B | 15,758,373 | 3.95% | 11q | +10118.2%+$1.3B |
| FMR LLC | $1.3B | 15,218,429 | 0.06% | 31q | +490.0%+$1.1B |
| MATHER GROUP, LLC. | $1.3B | 15,202,294 | 11.42% | 31q | +3006.4%+$1.3B |
| ALLIANCEBERNSTEIN L.P. | $1.3B | 2,891,669 | 0.42% | 31q | +1038.7%+$1.2B |
| Cetera Investment Advisers | $1.3B | 14,652,011 | 1.15% | 31q | +537.4%+$1.1B |
| Corient Private Wealth LP | $1.2B | 14,397,534 | 0.79% | 15q | +915.9%+$1.1B |
| ROYAL BANK OF CANADA | $1.2B | 13,743,482 | 0.18% | 31q | +511.1%+$990.1M |
| PNC Financial Services Group, Inc. | $1.2B | 13,625,687 | 0.58% | 31q | +496.1%+$976.8M |
| RWA WEALTH PARTNERS, LLC | $1.2B | 13,463,288 | 11.11% | 31q | +512.5%+$970.4M |
| JPMORGAN CHASE & CO | $992.1M | 11,692,264 | 0.05% | 31q | +500.4%+$826.8M |
| Mariner, LLC | $962.3M | 11,171,893 | 1.01% | 31q | +488.6%+$798.8M |
| D.A. DAVIDSON & CO. | $941.3M | 10,927,884 | 5.20% | 31q | +503.3%+$785.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $937.9M | 10,888,180 | 0.50% | 31q | +513.1%+$784.9M |
| Bank of New York Mellon Corp | $916.1M | 10,634,944 | 0.15% | 31q | +486.9%+$760.0M |
| Merit Financial Group, LLC | $852.9M | 9,901,117 | 2.60% | 31q | +1101.3%+$781.9M |
| HighTower Advisors, LLC | $829.3M | 9,627,196 | 0.80% | 22q | +505.8%+$692.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $787.9M | 9,146,871 | 0.99% | 31q | +477.0%+$651.4M |
| SEI INVESTMENTS CO | $773.3M | 8,977,301 | 0.68% | 31q | +509.9%+$646.5M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $744.2M | 8,638,955 | 5.51% | 31q | +1.8%+$13.3M |
| CAPTRUST FINANCIAL ADVISORS | $733.6M | 8,516,080 | 1.12% | 31q | +543.6%+$619.6M |
| OSAIC HOLDINGS, INC. | $685.7M | 7,959,331 | 0.81% | 26q | +549.2%+$580.1M |
| Modera Wealth Management, LLC | $662.4M | 7,690,071 | 7.07% | 23q | +519.4%+$555.5M |
| Performance Wealth Partners, LLC | $656.5M | 7,621,304 | 16.30% | 19q | +498.0%+$546.7M |
| MISSION WEALTH MANAGEMENT, LP | $649.2M | 7,536,277 | 7.94% | 31q | +663.7%+$564.2M |
| CITIGROUP INC | $624.5M | 7,250,283 | 0.21% | 31q | +652.3%+$541.5M |
| GOLDMAN SACHS GROUP INC | $611.7M | 7,101,778 | 0.05% | 31q | +489.7%+$508.0M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $584.9M | 6,789,918 | 4.38% | 16q | +488.5%+$485.5M |
| TRUIST FINANCIAL CORP | $545.3M | 6,330,358 | 0.65% | 31q | +510.3%+$456.0M |
| CHOREO, LLC | $538.3M | 6,247,469 | 5.91% | 50q | +500.7%+$448.7M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $478.4M | 5,553,529 | 8.61% | 31q | +461.3%+$393.2M |
| Cerity Partners LLC | $453.3M | 5,261,607 | 0.55% | 31q | +655.7%+$393.3M |
| Waverly Advisors, LLC | $411.0M | 4,770,796 | 2.38% | 31q | +517.1%+$344.4M |
| MML INVESTORS SERVICES, LLC | $399.9M | 4,642,430 | 0.82% | 31q | +600.2%+$342.8M |
| CBIZ Investment Advisory Services, LLC | $394.9M | 904,105 | 14.44% | 17q | HELD |
| STIFEL FINANCIAL CORP | $388.3M | 4,507,151 | 0.32% | 31q | +510.2%+$324.6M |
| Sanctuary Advisors, LLC | $386.6M | 4,488,264 | 1.79% | 9q | +542.9%+$326.5M |
| Wealthspire Advisors, LLC | $380.3M | 4,415,332 | 2.09% | 26q | +551.9%+$322.0M |
| Waldron Private Wealth LLC | $377.7M | 4,384,499 | 13.08% | 31q | +520.3%+$316.8M |
| Focus Partners Wealth | $365.6M | 4,244,024 | 0.37% | 11q | +485.6%+$303.2M |
| Cullen/Frost Bankers, Inc. | $360.1M | 4,180,396 | 3.55% | 31q | +537.0%+$303.6M |
| LINCOLN NATIONAL CORP | $350.7M | 4,071,643 | 8.98% | 7q | +466.3%+$288.8M |
| Baird Financial Group, Inc. | $347.3M | 4,032,317 | 0.48% | 31q | +528.7%+$292.1M |
| Kestra Advisory Services, LLC | $327.9M | 3,806,366 | 1.06% | 24q | +502.2%+$273.4M |
| Beacon Pointe Advisors, LLC | $326.3M | 3,787,752 | 1.51% | 31q | +516.9%+$273.4M |
| Rockefeller Capital Management L.P. | $316.7M | 3,676,126 | 0.49% | 30q | +498.1%+$263.7M |
| Bell Bank | $310.1M | 3,599,467 | 11.83% | 6q | +491.9%+$257.7M |
| Arax Advisory Partners | $303.1M | 3,519,123 | 2.01% | 3q | +1321.6%+$281.8M |
| ASSETMARK, INC | $301.4M | 3,499,308 | 0.52% | 31q | +489.5%+$250.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $296.4M | 3,440,932 | 0.04% | 12q | +489.8%+$246.1M |
| Sixth Street Partners Management Company, L.P. | $296.4M | 3,440,932 | 0.04% | new | NEW |
| Retirement Investment Advisors, Inc. | $286.6M | 3,327,139 | 20.44% | 14q | +531.5%+$241.2M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $281.4M | 3,261,088 | 1.55% | 31q | +488.1%+$233.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $281.3M | 3,264,988 | 0.17% | 30q | +1099.4%+$257.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $259.0M | 2,974,350 | 0.43% | 25q | +536.7%+$218.3M |
| Relyea Zuckerberg Hanson LLC | $257.6M | 2,990,728 | 10.74% | 27q | +1113.1%+$236.4M |
| Avior Wealth Management, LLC | $237.6M | 2,759,568 | 6.25% | 31q | +533.8%+$200.1M |
| Savant Capital, LLC | $232.3M | 1,888,047 | 0.68% | 31q | +857.6%+$208.1M |
| Garde Capital, Inc. | $230.1M | 2,670,986 | 10.31% | 31q | +504.8%+$192.0M |
| EXCHANGE TRADED CONCEPTS, LLC | $229.3M | 2,661,892 | 0.52% | 5q | +1299.3%+$212.9M |
| Brookstone Capital Management | $228.7M | 2,655,293 | 2.29% | 31q | +521.9%+$192.0M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $228.2M | 2,648,650 | 2.86% | 30q | +325.3%+$174.5M |
| INVICTUS PRIVATE WEALTH, LLC | $222.0M | 2,576,840 | 11.92% | 15q | +505.5%+$185.3M |
| Equitable Holdings, Inc. | $219.0M | 2,542,101 | 1.31% | 27q | +289.7%+$162.8M |
| WOODMONT INVESTMENT COUNSEL LLC | $217.4M | 2,524,114 | 11.87% | 31q | +508.2%+$181.7M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $212.0M | 2,460,865 | 11.98% | 27q | +500.8%+$176.7M |
| Truepoint, Inc. | $210.6M | 2,445,104 | 4.40% | 31q | +477.9%+$174.2M |
| NewEdge Advisors, LLC | $210.3M | 2,441,322 | 0.63% | new | NEW |
| Creative Planning | $193.9M | 2,251,293 | 0.11% | 31q | +523.7%+$162.8M |
| Sequoia Financial Advisors, LLC | $188.4M | 2,187,134 | 0.94% | 19q | +533.1%+$158.6M |
| Orion Porfolio Solutions, LLC | $187.9M | 2,181,783 | 1.44% | 24q | +611.5%+$161.5M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $187.3M | 2,173,600 | 12.56% | 15q | +546.3%+$158.3M |
| &PARTNERS | $186.1M | 2,160,364 | 0.76% | 11q | +572.8%+$158.4M |
| BOK Financial Private Wealth, Inc. | $184.1M | 2,136,784 | 9.44% | 31q | +500.1%+$153.4M |
| Japan Science & Technology Agency | $181.4M | 2,105,718 | 3.43% | 4q | +500.0%+$151.2M |
| Everhart Financial Group, Inc. | $178.3M | 2,069,696 | 11.41% | 23q | +535.5%+$150.2M |
| Cornerstone Management, Inc. | $171.8M | 1,994,250 | 24.71% | 47q | +480.9%+$142.2M |
| Rezny Wealth Management, Inc. | $171.7M | 1,993,744 | 29.68% | 31q | +515.4%+$143.8M |
| BANK OF HAWAII | $167.1M | 1,940,390 | 8.24% | 35q | +460.3%+$137.3M |
| SIMON QUICK ADVISORS, LLC | $166.1M | 1,928,693 | 6.71% | 31q | +516.9%+$139.2M |
| CITADEL ADVISORS LLC | $160.2M | 8,272 | 0.02% | 31q | HELD |
| FIFTH THIRD BANCORP | $158.2M | 1,836,631 | 0.26% | 31q | +493.0%+$131.5M |
| RMR Wealth Builders | $156.5M | 1,816,708 | 9.72% | 20q | +586.3%+$133.7M |
| Summit Financial, LLC | $156.2M | 1,813,507 | 1.71% | 27q | +538.4%+$131.7M |
| OpenArc Corporate Advisory, LLC | $150.7M | 1,749,120 | 1.79% | 3q | +680.8%+$131.4M |
| BECKER CAPITAL MANAGEMENT INC | $143.0M | 1,659,535 | 3.84% | 14q | +519.3%+$119.9M |
| Strategies Wealth Advisors, LLC | $142.1M | 1,649,735 | 12.71% | 18q | +505.9%+$118.7M |
| GLENMEDE TRUST CO NA | $137.5M | 1,595,899 | 0.61% | 29q | +505.9%+$114.8M |
| Members Trust Co | $136.3M | 1,582,375 | 4.24% | 25q | +495.0%+$113.4M |
Showing the largest 100 of 2,882 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 | 2,802 | $143.8B | 1,658,900,557 | 218 | 2,486 | 34 | 0.2% |
| Q1 2026 | 2,647 | $119.1B | 290,586,660 | 99 | 1,009 | 843 | 0.2% |
| Q4 2025 | 2,724 | $128.8B | 264,240,173 | 108 | 879 | 842 | 0.2% |
| Q3 2025 | 2,520 | $120.9B | 252,072,011 | 167 | 797 | 788 | 0.2% |
| Q2 2025 | 2,403 | $110.9B | 252,421,290 | 141 | 850 | 777 | 0.3% |
| Q1 2025 | 2,347 | $91.4B | 245,950,573 | 88 | 858 | 793 | 0.2% |
| Q4 2024 | 2,393 | $97.0B | 236,028,849 | 136 | 784 | 680 | 0.2% |
| Q3 2024 | 2,113 | $89.7B | 233,854,556 | 109 | 730 | 682 | 0.2% |
| Q2 2024 | 2,051 | $85.6B | 229,398,715 | 126 | 683 | 650 | 0.1% |
| Q1 2024 | 1,980 | $82.4B | 239,380,348 | 126 | 655 | 720 | 0.1% |
| Q4 2023 | 1,921 | $70.0B | 225,100,458 | 119 | 653 | 553 | 0.1% |
| Q3 2023 | 1,705 | $55.6B | 204,113,842 | 78 | 613 | 541 | 0.1% |
| Q2 2023 | 1,688 | $56.6B | 200,000,597 | 129 | 564 | 572 | 0.1% |
| Q1 2023 | 1,559 | $50.9B | 205,501,635 | 123 | 530 | 529 | 0.1% |
| Q4 2022 | 1,424 | $41.6B | 194,942,213 | 86 | 506 | 464 | 0.1% |
| Q3 2022 | 1,553 | $41.5B | 194,049,504 | 67 | 618 | 446 | 0.1% |
| Q2 2022 | 1,584 | $42.6B | 189,908,818 | 88 | 614 | 524 | 0.1% |
| Q1 2022 | 1,633 | $51.8B | 180,150,126 | 78 | 590 | 532 | 0.2% |
| Q4 2021 | 1,672 | $56.3B | 175,503,254 | 115 | 504 | 450 | 0.2% |
| Q3 2021 | 1,424 | $50.4B | 173,017,625 | 83 | 491 | 418 | 0.1% |
| Q2 2021 | 1,413 | $49.9B | 173,679,883 | 103 | 496 | 443 | 0.1% |
| Q1 2021 | 1,362 | $43.6B | 169,500,072 | 63 | 455 | 488 | 0.1% |
| Q4 2020 | 1,360 | $44.3B | 174,247,186 | 85 | 448 | 381 | 0.2% |
| Q3 2020 | 1,190 | $40.2B | 176,008,218 | 86 | 346 | 452 | 0.6% |
| Q2 2020 | 1,137 | $37.9B | 187,770,927 | 113 | 366 | 398 | 0.1% |
| Q1 2020 | 1,065 | $28.2B | 180,267,718 | 75 | 385 | 377 | 0.1% |
| Q4 2019 | 1,108 | $31.6B | 173,034,235 | 78 | 326 | 307 | 0.1% |
| Q3 2019 | 939 | $29.1B | 174,402,267 | 55 | 292 | 312 | 0.1% |
| Q2 2019 | 924 | $28.6B | 174,796,776 | 87 | 301 | 266 | 0.1% |
| Q1 2019 | 874 | $26.1B | 166,752,255 | 72 | 282 | 294 | 0.1% |
| Q4 2018 | 832 | $22.5B | 167,159,616 | 8 | 13 | 14 | 0.1% |